{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-211934","form_type":"8-K","ticker":"EVMN","cik":"0002044725","company_name":"Evommune, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.441781+00:00","generated_at":"2026-05-14T22:06:50.817243+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Evommune reports Q1 net loss $21.7M; EVO756 Phase 2b data due June 2026 in CSU","bullets":["Net loss $21.7M in Q1 2026 vs $14.6M prior year; cash, equivalents and investments $307.0M as of March 31, 2026.","EVO756 Phase 2b top-line data in chronic spontaneous urticaria expected June 2026; atopic dermatitis data in Q3 2026.","Phase 2b dose-ranging trial for EVO756 in migraine prophylaxis to start mid-2026; top-line data anticipated in 2027.","EVO301 Phase 2b atopic dermatitis trial planned for mid-2027 after positive Phase 2a proof-of-concept data in February 2026.","Revenue zero vs $3.0M prior year (Maruho collaboration ended); R&D expenses $17.3M, G&A $6.6M."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-211934","json":"https://secwatch.observer/filing/0001193125-26-211934.json","markdown":"https://secwatch.observer/filing/0001193125-26-211934.md","text":"https://secwatch.observer/filing/0001193125-26-211934.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/evmn-20260507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T22:06:50.817243+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"f7afe33de33985a4c1b1b7a48371c157956c9a06","claim":"Evommune, Inc. reported first quarter ended March 31, 2026 results: revenue zero.","evidence_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001104659-26-069198","ticker":"DG","company_name":"DOLLAR GENERAL CORP","filed_at":"2026-06-02T10:54:17+00:00","headline":"Dollar General Q1 EPS $2.00 beats expectations; raises FY2026 EPS guidance","event_type":"earnings","sec_items":["2.02","5.07","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069198","json":"https://secwatch.observer/filing/0001104659-26-069198.json","markdown":"https://secwatch.observer/filing/0001104659-26-069198.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/tm2616084d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"(NYSE: DG) today reported financial results for its first quarter (13 weeks) ended May 1, 2026. First Quarter Fiscal Year 2026\nHighlights · Net\n Sales Increased 3.4% to $10.8 Billion · Same-Store\n Sales Increased 2.0% · Operating\n Profit Increased 10.8% to $638.5 Million · Diluted\n Earnings Per Share (“EPS”) Increased 12.4% to $2.00 · Cash\n Flow From","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm"}},{"accession":"0001104659-26-058204","ticker":"EXPI","company_name":"eXp World Holdings, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"eXp World Holdings Q1 revenue $1.0B (+5% YoY), net loss narrows to $(5.1M), Adj. EBITDA $4.1M (+88%)","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.6,"calibrated_materiality_score":0.6,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058204","json":"https://secwatch.observer/filing/0001104659-26-058204.json","markdown":"https://secwatch.observer/filing/0001104659-26-058204.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1495932/000110465926058204/0001104659-26-058204-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1495932/000110465926058204/agnt-20260511x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"the company's scale and our focus on operational efficiency across eXp World Holdings,” said Jesse Hill, Chief Financial Officer of eXp World Holdings. “We generated revenue of $1.0 billion and Adjusted EBITDA of $4.1 million, an 88% improvement that further strengthened our financial position. More recently, we executed the strategic NextHome acquisition using cash","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1495932/000110465926058204/0001104659-26-058204-index.htm"}},{"accession":"0001193125-26-215645","ticker":"SBH","company_name":"Sally Beauty Holdings, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Sally Beauty Q2 sales up 2.3%; GAAP EPS $0.43 beats year-ago $0.38; guidance range narrowed","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215645","json":"https://secwatch.observer/filing/0001193125-26-215645.json","markdown":"https://secwatch.observer/filing/0001193125-26-215645.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1368458/000119312526215645/0001193125-26-215645-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1368458/000119312526215645/d76806d8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"Consolidated net sales of $903 million, an increase of 2.3% compared to the prior year; • Consolidated comparable sales growth of 1.3%; • Global e-commerce sales increased 13% to $108 million, representing 12% of net sales; • GAAP gross margin expansion of 70 basis points to 52.7%; • Adjusted Gross Margin expansion of 80 basis points to 52.8%; • GAAP selling, general and administrative expenses of $404 million, an increase of $14 million compared to the prior year; • Adjusted Selling, General and Administrative Expenses of $404 million, an increase of $20 million compared to the prior year; • GAAP operating earnings of $72 million and GAAP operating margin of 8.0%; • Adjusted Operating Earnings of $73 million and Adjusted Operating Margin of 8.1%; • GAAP diluted net earnings per share of $0.43, an increase of 13% compared to the prior year;","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1368458/000119312526215645/0001193125-26-215645-index.htm"}},{"accession":"0001193125-26-215661","ticker":"APC","company_name":"ARKO Petroleum Corp.","filed_at":"2026-05-11T23:59:59+00:00","headline":"ARKO Petroleum Q1 net income $8.1M ($4.5M), Adj. EBITDA $36.4M ($30.9M); completes IPO","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215661","json":"https://secwatch.observer/filing/0001193125-26-215661.json","markdown":"https://secwatch.observer/filing/0001193125-26-215661.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/2080921/000119312526215661/0001193125-26-215661-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/2080921/000119312526215661/apc-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"announced financial results for the first quarter ended March 31, 2026. First Quarter 2026 Key Highlights (vs. Year-Ago Period) 1,2 • Net income for the quarter increased to $8.1 million compared to $4.5 million. • Adjusted EBITDA for the quarter increased to $36.4 million compared to $30.9 million. • Net cash provided by operating activities for the quarter was","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/2080921/000119312526215661/0001193125-26-215661-index.htm"}},{"accession":"0001493152-26-022090","ticker":"NESR","company_name":"National Energy Services Reunited Corp.","filed_at":"2026-05-11T23:59:59+00:00","headline":"NESR Q1 revenue $404.6M (+33.5% YoY); net income $23.8M (+129%); EPS $0.23","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001493152-26-022090","json":"https://secwatch.observer/filing/0001493152-26-022090.json","markdown":"https://secwatch.observer/filing/0001493152-26-022090.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1698514/000149315226022090/0001493152-26-022090-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1698514/000149315226022090/form8-k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"National Energy Services Reunited Corp. Reports First Quarter 2026 Financial Results ● Revenue for the quarter ended March 31, 2026, is $404.6 million, reflecting an increase of 33.5% year-over-year and 1.6% sequentially ● Net income for the quarter ended March 31, 2026, is $23.8 million, improving 205.4% sequentially and 129.3% year-over-year ● Diluted Earnings per Share (EPS) for the three months ended March 31, 2026 is $0.23, representing an increase of 109.1% year-over-year and 201.3% sequentially","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1698514/000149315226022090/0001493152-26-022090-index.htm"}},{"accession":"0001544206-26-000032","ticker":"CGBD","company_name":"Carlyle Secured Lending, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Carlyle Secured Lending Q1 NII $0.36/sh; NAV down 2.3% to $15.89; declares $0.35 dividend","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.55,"calibrated_materiality_score":0.55,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001544206-26-000032","json":"https://secwatch.observer/filing/0001544206-26-000032.json","markdown":"https://secwatch.observer/filing/0001544206-26-000032.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1544206/000154420626000032/0001544206-26-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1544206/000154420626000032/csl-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"For the first quarter of 2026, we reported $0.36 per common share of Net Investment Income and Adjusted Net Investment Income, a non-GAAP financial measure described below.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1544206/000154420626000032/0001544206-26-000032-index.htm"}},{"accession":"0001653558-26-000099","ticker":"PRTH","company_name":"Priority Technology Holdings, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Priority Technology Q1 2026: Revenue $249.6M (+11.1% YoY), net income $9.8M (+18%)","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.7,"calibrated_materiality_score":0.7,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001653558-26-000099","json":"https://secwatch.observer/filing/0001653558-26-000099.json","markdown":"https://secwatch.observer/filing/0001653558-26-000099.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653558/000165355826000099/0001653558-26-000099-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653558/000165355826000099/prth-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"• Revenue of $249.6 million increased 11.1% from $224.6 million, including organic growth of 9.1% • Gross profit of $93.5 million increased 13.2% from $82.6 million • Adjusted gross profit (a non-GAAP measure 2 ) of $98.8 million increased 13.2% from $87.3 million • Gross profit margin of 37.5% increased by nearly 70 basis points from 36.8% • Adjusted gross profit margin (a non-GAAP measure 2 ) of 39.6% increased by nearly 70 basis points from 38.9% • Operating income of $33.4 million increased 2.3% from $32.6 million • Net Income of $9.8 million increased 18.0% from $8.3 million • Adjusted EBITDA (a non-GAAP measure 2 ) of $58.1 million increased $6.8 million from $51.3 million • Diluted EPS of $0.12 increased by $0.02, or by 20%, from $0.10","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1653558/000165355826000099/0001653558-26-000099-index.htm"}},{"accession":"0001857475-26-000049","ticker":"DOLE","company_name":"Dole plc","filed_at":"2026-05-11T23:59:59+00:00","headline":"Dole Q1 rev up 11.6% to $2.34B; Adj EBITDA $100.3M, down 4.3%; FY target at least $400M","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 7.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001857475-26-000049","json":"https://secwatch.observer/filing/0001857475-26-000049.json","markdown":"https://secwatch.observer/filing/0001857475-26-000049.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1857475/000185747526000049/0001857475-26-000049-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1857475/000185747526000049/dole-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"Revenue was zero for the first quarter ended March 31, 2026, compared to $3.0 million for the same period in 2025, attributable to the Company’s strategic collaboration with Maruho related to licensing EVO756 in Japan.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/2044725/000119312526211934/0001193125-26-211934-index.htm","comparable_excerpt":"Dole plc Reports First Quarter 2026 Financial Results DUBLIN – May 11, 2026 - Dole plc (NYSE: DOLE) (\"Dole\" or the \"Group\" or the \"Company\") today released its financial results for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1857475/000185747526000049/0001857475-26-000049-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}