{"schema_version":"secwatch.filing_event.v1","accession":"0001493152-26-021398","form_type":"8-K","ticker":"SHOO","cik":"0000913241","company_name":"STEVEN MADDEN, LTD.","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.925865+00:00","generated_at":"2026-05-14T23:05:55.819065+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Steven Madden Q1 revenue up 18% to $653M, GAAP EPS $1.00; raises FY revenue guidance","bullets":["Q1 revenue $653.1M, +18% YoY; GAAP diluted EPS $1.00, up from $0.57; adjusted diluted EPS $0.45, down from $0.60.","Adjusted gross margin rose to 46.3% from 40.9%; adjusted operating margin fell to 7.1% from 10.1%.","DTC revenue $206M, +83.8% (ex-KG +8.0%); wholesale $444M, +1.0% (ex-KG -8.2%).","Quarterly dividend $0.21 per share, payable June 19, record June 8.","FY2026 revenue guidance raised to +10-12%; diluted EPS $2.55-$2.65; adjusted EPS $2.00-$2.10."],"urls":{"canonical":"https://secwatch.observer/filing/0001493152-26-021398","json":"https://secwatch.observer/filing/0001493152-26-021398.json","markdown":"https://secwatch.observer/filing/0001493152-26-021398.md","text":"https://secwatch.observer/filing/0001493152-26-021398.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/form8-k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:05:55.819065+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":"f7053946ddef7c881d0b703013b02e2ccc091b9e","claim":"STEVEN MADDEN, LTD. reported first quarter ended March 31, 2026 results: revenue $653.1 million, net income $71.8 million, EPS $1.00 per diluted share. Guidance raised.","evidence_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the “Non-GAAP Reconciliation” section. First Quarter 2026 Results ● Revenue increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025. Adjusted gross profit","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","confidence":0.9}],"comparable_filings":[{"accession":"0001628280-26-039786","ticker":"YEXT","company_name":"Yext, Inc.","filed_at":"2026-06-02T20:05:58+00:00","headline":"Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039786","json":"https://secwatch.observer/filing/0001628280-26-039786.json","markdown":"https://secwatch.observer/filing/0001628280-26-039786.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/yext-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"Exchange Act, except as expressly set forth by specific reference in such a filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nYext Announces First Quarter Fiscal 2027 Results – Revenue of $107.9 million – Net Income Per Share, basic, of $0.02 or non-GAAP Net Income Per Share of $0.15 – Adjusted EBITDA of $26.9 million, resulting in an Adjusted EBITDA margin of 25% – ARR of","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1614178/000162828026039786/0001628280-26-039786-index.htm"}},{"accession":"0001043000-26-000016","ticker":"SNDA","company_name":"SONIDA SENIOR LIVING, INC.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Sonida Senior Living reports Q1 net loss of $41.2M; revenue up 37% on CHP acquisition","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.65,"calibrated_materiality_score":0.65,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001043000-26-000016","json":"https://secwatch.observer/filing/0001043000-26-000016.json","markdown":"https://secwatch.observer/filing/0001043000-26-000016.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1043000/000104300026000016/0001043000-26-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1043000/000104300026000016/snda-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"Sonida Senior Living Announces First Quarter 2026 Results DALLAS, Texas – May 11, 2026 – Sonida Senior Living, Inc. (the “Company,” “Sonida,” “we,” “our,” or “us”) (NYSE: SNDA), a leading owner, operator and investor of senior housing communities, today announced its results for the first quarter ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1043000/000104300026000016/0001043000-26-000016-index.htm"}},{"accession":"0001193125-26-215674","ticker":"LXEO","company_name":"Lexeo Therapeutics, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Lexeo Therapeutics Q1 net loss $20.2M; cash $227.6M; LX2006 pivotal trial protocol submitted to FDA","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-215674","json":"https://secwatch.observer/filing/0001193125-26-215674.json","markdown":"https://secwatch.observer/filing/0001193125-26-215674.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/0001193125-26-215674-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/lxeo-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"Lexeo Therapeutics Reports First Quarter 2026 Financial Results and Operational Highlights","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1907108/000119312526215674/0001193125-26-215674-index.htm"}},{"accession":"0001656472-26-000032","ticker":"CRON","company_name":"Cronos Group Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Cronos Q1 net revenue up 40% to $45.2M; authorizes $50M share buyback; CanAdelaar close extended to Sep 9","event_type":"earnings","sec_items":["1.01","2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001656472-26-000032","json":"https://secwatch.observer/filing/0001656472-26-000032.json","markdown":"https://secwatch.observer/filing/0001656472-26-000032.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/cron-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"reference in such a filing or document. \n\n--- EX-99.1 (EX-99.1) ---\n\nCronos Group Reports 2026 First Quarter Results Net revenue in Q1 2026 increased by 40% year-over-year to $45.2 million Achieved record net revenue and gross profit in Q1 2026 Reached #1 market share in vapes in Canada 1 Ninth consecutive quarter of record net revenue in Israel, where PEACE","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1656472/000165647226000032/0001656472-26-000032-index.htm"}},{"accession":"0001827090-26-000017","ticker":"CERT","company_name":"Certara, Inc.","filed_at":"2026-05-11T23:59:59+00:00","headline":"Certara Q1 revenue $106.9M (+1%), net loss $8.8M; divests Regulatory Writing for $85M cash","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001827090-26-000017","json":"https://secwatch.observer/filing/0001827090-26-000017.json","markdown":"https://secwatch.observer/filing/0001827090-26-000017.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/0001827090-26-000017-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/certara-20260511.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"First Quarter 2026 Results Total revenue for the first quarter of 2026 was $106.9 million, representing year-over-year growth of 1% on a reported basis. Software revenue for the first quarter of 2026 was $49.7 million, representing year-over-year growth of 7% on a reported basis. Services revenue for the first quarter of 2026 was $57.2 million, representing a year-over-year decrease of 4% on a reported basis . Total Bookings for the first quarter of 2026 were $115.3 million, representing a year-over-year decrease of 2%. Software Bookings for the first quarter of 2026 were $48.7 million, representing a year-over-year increase of 20%. The increase in software bookings was attributable to strong customer demand across our platform. Services Bookings for the first quarter of 2026 were $66.6 million, representing a year-over-year decrease of 14%. The decrease in services bookings was primarily driven by the timing of contract recognition and execution. Total cost of revenues for the first q","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1827090/000182709026000017/0001827090-26-000017-index.htm"}},{"accession":"0001193125-26-213371","ticker":"RPC","company_name":"Ridgepost Capital, Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"Ridgepost Capital reports record AUM of $31B in Q1 2026, up 18% YoY","event_type":"earnings","sec_items":["2.02","7.01","8.01","9.01"],"materiality_score":0.6,"calibrated_materiality_score":0.6,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-213371","json":"https://secwatch.observer/filing/0001193125-26-213371.json","markdown":"https://secwatch.observer/filing/0001193125-26-213371.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1841968/000119312526213371/0001193125-26-213371-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1841968/000119312526213371/rpc-20260507.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"Ridgepost Capital, Inc (NYSE: RPC), a leading private markets solutions provider, today announced financial results for the first quarter ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1841968/000119312526213371/0001193125-26-213371-index.htm"}},{"accession":"0001673985-26-000033","ticker":"ASIX","company_name":"AdvanSix Inc.","filed_at":"2026-05-08T23:59:59+00:00","headline":"AdvanSix Q1 net loss $15.5M; sales up 7% to $404M; declares $0.16 dividend; appoints new CFO","event_type":"earnings","sec_items":["2.02","8.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 8.01, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001673985-26-000033","json":"https://secwatch.observer/filing/0001673985-26-000033.json","markdown":"https://secwatch.observer/filing/0001673985-26-000033.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/0001673985-26-000033-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/asix-20260508.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"the second quarter.\" Summary first quarter 2026 financial results for the Company are included below: 1 ( $ in Thousands, Except Earnings Per Share) 1Q 2026 1Q 2025 (1) Sales $404,183 $377,791 Net Income (loss) (15,546) 23,344 Diluted Earnings Per Share (0.58) 0.86 Adjusted Diluted Earnings Per Share (2) (0.50) 0.93 Adjusted EBITDA (2) 4,756 51,626 Adjusted","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1673985/000167398526000033/0001673985-26-000033-index.htm"}},{"accession":"0001628280-26-039805","ticker":"GTLB","company_name":"Gitlab Inc.","filed_at":"2026-06-02T20:17:31+00:00","headline":"GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges","event_type":"earnings","sec_items":["2.02","2.05","7.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-039805","json":"https://secwatch.observer/filing/0001628280-26-039805.json","markdown":"https://secwatch.observer/filing/0001628280-26-039805.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/gtlb-20260601.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"are non-GAAP measures that exclude the items defined as “Non-GAAP Adjustments” in the\n“Non-GAAP Reconciliation” section. First\nQuarter 2026 Results ● Revenue\n increased 18.0% to $653.1 million, compared to $553.5 million in the same period of 2025. ● Gross\n profit as a percentage of revenue was 54.7%, compared to 40.9% in the same period of 2025.\n Adjusted gross profit","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/913241/000149315226021398/0001493152-26-021398-index.htm","comparable_excerpt":"in such filing. \n\n--- EX-99.1 (EX-99.1) ---\n\nGitLab Reports First Quarter Fiscal Year 2027 Financial Results First Quarter Fiscal Year 2027 Highlights: • Total revenue of $264.2 million, up 23% year-over-year • GAAP operating margin of (6)%; non-GAAP operating margin of 14% • Operating cash flow of $149.2 million and non-GAAP adjusted free cash flow of $146.7","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1653482/000162828026039805/0001628280-26-039805-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}