1,796 material Form 8-K filings that 1,448 companies we cover made with the SEC in May 2026, each read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). All of them were written later, when past filings were added: a selection, not every 8-K of the month (see the note below).
Creative Media & Community Trust reported a net loss attributable to common stockholders of $34.7 million for the first quarter of 2026, up from $11.9 million a year earlier, and an FFO loss of $28.8 million. The company attributed the increase mainly to a $21.9 million rise in preferred stock redemptions and a $1.9 million decline in segment net operating income. Per-share figures are adjusted for two 1-for-10 reverse stock splits, and management said the March 2026 preferred redemption is expected to improve FFO by about $16.0 million per year.
Net loss attributable to common stockholders was $34.7 million, or $70.52 per diluted share, for the quarter ended March 31, 2026, versus $11.9 million, or $1,983.00 per diluted share, a year earlier.
FFO was $(28.8) million, or $(58.47) per diluted share; Core FFO was $(5.9) million, or $(11.89) per diluted share.
The company sold its First Western lending business on January 21, 2026, for a purchase price of approximately $44.9 million, with net cash proceeds of approximately $31.2 million.
In March 2026 the company redeemed approximately $242.8 million of preferred stock into common stock, which it expects to significantly reduce preferred dividends beginning in the second quarter of 2026.
Ziff Davis reported first quarter 2026 results with lower revenue, operating income and profit from continuing operations than a year earlier. The company deferred its fiscal 2026 guidance while it evaluates options, including the agreed sale of its Connectivity business, which is now reported as discontinued operations. Net income including discontinued operations was $22.3 million, and shareholders elected eight directors and approved KPMG LLP as auditor at the May 6 annual meeting.
Revenue was $267.6 million in Q1 2026 versus $272.8 million in Q1 2025, down 1.9%.
Net loss from continuing operations was $0.8 million, or $0.02 per diluted share, versus net income of $9.8 million, or $0.23 per share, a year earlier.
Adjusted EBITDA fell to $63.4 million from $71.4 million, and fiscal 2026 guidance was deferred while the company works with outside advisors.
At the May 6, 2026 annual meeting, all eight director nominees were elected, KPMG LLP was ratified as auditor, and the advisory pay vote was approved.
DXP Enterprises reported first quarter 2026 results for the period ended March 31, 2026. Sales rose 9.5% to $521.7 million, but net income fell to $20.0 million from $20.6 million and diluted EPS fell to $1.22 from $1.25, so headline profit measures declined while revenue grew.
Sales were $521.7 million, up from $476.6 million a year earlier, with Innovative Pumping Solutions up 37.7% to $118.7 million.
Net income was $20.0 million versus $20.6 million; diluted EPS was $1.22 versus $1.25 on 16.4 million diluted shares.
Adjusted EBITDA rose to $57.8 million from $52.5 million, and the company completed three acquisitions through the first quarter.
Total debt was $844.7 million at March 31, 2026, and cash was $213.4 million.
Koss Corporation reported results for the third quarter ended March 31, 2026, with net sales rising 1.6% year over year while the net loss grew to $546,587 from $316,742. For the nine months, sales rose 2.3% but gross margin fell to 35.5% from 38.4%, and the net loss widened to $868,265, which matters to shareholders because profit weakened even as sales increased.
Q3 net sales were $2,824,763, up $43,757 or 1.6% from $2,781,006 a year earlier.
Q3 net loss was $546,587, or $0.06 per share, compared with a net loss of $316,742, or $0.03 per share, a year earlier.
Nine-month net sales were $9,756,920, up 2.3%, while the nine-month net loss was $868,265 versus $642,135.
Geospace Technologies reported fiscal second-quarter 2026 revenue of $19.7 million, up from $18.0 million a year earlier, but its net loss widened to $11.1 million, or $(0.86) per diluted share, from $9.8 million, or $(0.77). The company also said it will cut about 20% of its workforce, with expected annualized savings of roughly $12 million and about $1.3 million in restructuring charges.
Q2 revenue $19.7 million vs. $18.0 million a year earlier; Smart Water revenue fell to $3.7 million from $9.5 million
Six-month net loss $20.8 million, or $(1.62) per diluted share, vs. $1.4 million, or $(0.11), a year earlier; six-month revenue $45.3 million vs. $55.2 million
Workforce reduction of approximately 20% with a voluntary early retirement program; roughly $12 million annualized savings and about $1.3 million in restructuring charges expected in the second and third quarters of fiscal 2026
Cash and cash equivalents of $13.4 million at March 31, 2026, with $25.0 million of undrawn bank borrowing availability
Clearway Energy reported first-quarter 2026 total operating revenues of $354 million, up from $298 million a year earlier, and Adjusted EBITDA of $257 million, up from $252 million. Net loss attributable to Clearway Energy, Inc. was $163 million, or $1.35 per share, compared with $3 million, or $0.02 per share, in the first quarter of 2025. The company reaffirmed its 2026 CAFD guidance of $470 million to $510 million.
Total operating revenues $354 million vs. $298 million in Q1 2025
Net loss attributable to Clearway Energy, Inc. $163 million ($1.35 per share) vs. $3 million ($0.02 per share)
Adjusted EBITDA $257 million vs. $252 million; cash available for distribution $70 million vs. $77 million
2026 full-year CAFD guidance of $470 million to $510 million reaffirmed; quarterly dividend of $0.4676 per share payable June 15, 2026
Diodes reported first quarter 2026 revenue of $405.5 million, up from $332.1 million a year earlier, and GAAP net income attributable to common stockholders of $15.0 million, or $0.32 per diluted share, compared with a net loss of $4.4 million a year earlier. The company guided second quarter 2026 revenue to approximately $435 million, plus or minus 3 percent, and non-GAAP adjusted EPS to $0.60, plus or minus $0.10. The results are preliminary and unaudited pending the Form 10-Q.
Q1 2026 revenue $405.5 million versus $332.1 million in Q1 2025 and $391.6 million in Q4 2025
GAAP net income $15.0 million, or $0.32 per diluted share, versus a GAAP net loss of $4.4 million, or $0.10 per share, in Q1 2025
Non-GAAP adjusted EPS $0.43 per diluted share versus $0.19 in Q1 2025
Q2 2026 guidance: revenue about $435 million (plus or minus 3 percent), GAAP gross margin 32.8 percent (plus or minus 1 percent), non-GAAP adjusted EPS $0.60 (plus or minus $0.10)
United Bancorp, Inc. reported first-quarter 2026 net income of $1.9 million, or $0.33 per diluted share, up 2.1% and $0.01 from a year earlier. Net interest income rose 4.2% to $6.5 million, while total noninterest expense rose 10.2% to $6.2 million. Nonaccrual and 30-plus-day past-due loans increased year over year to $6.8 million, which management attributes mainly to one commercial relationship of about $4.2 million that it says is not impaired.
Net income of $1,911,000, up $39,000 or 2.1% year over year
Diluted EPS of $0.33, up $0.01 or 3.1% from $0.32
Net interest income of $6.5 million, up 4.2%; net interest margin of 3.72%, up 12 basis points
Nonaccrual and 30-plus-day past-due loans of $6.8 million (1.36% of gross loans), up $4.0 million year over year, mostly from one relationship of about $4.2 million
Structure Therapeutics reported a first-quarter 2026 net loss of $76.0 million, up from $46.8 million a year earlier, as research and development and G&A costs rose. The company also amended its at-the-market share sale agreement and raised the offering amount by $150 million to up to $400 million, which could add shares outstanding for shareholders.
Q1 2026 net loss was $76.0 million, compared with $46.8 million in Q1 2025.
R&D expenses rose to $66.5 million from $42.9 million; G&A expenses rose to $22.9 million from $13.4 million.
Cash, cash equivalents and short-term investments were $1.5 billion at March 31, 2026, which the company expects to fund operations through the end of 2028.
On May 7, 2026, the at-the-market offering was increased by $150 million to an aggregate offering price of up to $400 million; previously, 3,040,000 shares had been sold for gross proceeds of about $58.5 million.
Puma Biotechnology reported first quarter 2026 results, with total revenue of $44.8 million, down from $46.0 million a year earlier, and a GAAP net loss of $3.8 million, compared with net income of $3.0 million in the first quarter of 2025. The company raised its full-year 2026 total revenue and net income outlook, and said it repaid its remaining debt on May 4, 2026.
Total revenue was $44.8 million versus $46.0 million in Q1 2025; net product revenue was $42.0 million versus $43.1 million.
GAAP net loss of $3.8 million, or $0.07 per share, versus net income of $3.0 million, or $0.06 per share, a year earlier.
Full-year 2026 total revenue outlook raised to $222–$229 million from $214–$221 million; net income outlook raised to $16–$19 million from $10–$13 million.
Final payment under the 2021 Note Purchase Agreement was remitted on May 4, 2026, reducing outstanding debt to zero.
Magnera reported results for the quarter ended March 28, 2026, with net sales down 3% from a year earlier to $796 million and a net loss of $18 million, or $0.50 per share, compared with a $41 million loss in the prior-year quarter. Adjusted EBITDA rose 1% to $90 million, and management said the company remains on track for its full-year 2026 Adjusted EBITDA and free cash flow guidance. The mixed picture matters to shareholders because lower sales were offset by a narrower loss and higher adjusted earnings.
Net sales were $796 million versus $824 million, with a $57 million decrease in selling prices and a 2% organic volume decline
Operating income was $17 million versus $4 million, and the net loss per share was $0.50 versus $1.15
Adjusted EBITDA was $90 million, up 1%, and free cash flow was $73 million for the quarter
The company made $36 million in debt repayments during the quarter and will hold a conference call on May 7, 2026 at 10:00 AM Eastern Time
Information Services Group reported first-quarter 2026 revenue of $61.2 million, up 3% from a year earlier, with GAAP net income of $2.7 million, up from $1.5 million. It also gave second-quarter 2026 guidance of $62.5 million to $63.5 million in revenue and $8.0 million to $9.0 million in adjusted EBITDA, and declared a $0.045 per share dividend.
Q1 2026 revenue was $61.2 million, up 3% from $59.6 million; Europe revenue rose 25% to $17.3 million
GAAP diluted EPS was $0.05, up from $0.03; adjusted EBITDA was $8.3 million, up 12%
Q2 2026 guidance: revenue of $62.5 million to $63.5 million and adjusted EBITDA of $8.0 million to $9.0 million
Cash totaled $22.7 million at March 31, 2026, down from $28.7 million at December 31, 2025
RingCentral reported first-quarter 2026 results on May 7, 2026. Total revenue rose about 5% year over year to $644 million, and GAAP diluted EPS was $0.35, compared with a loss of $0.11 a year earlier. The company raised its full-year 2026 outlook for revenue, margins and free cash flow, which is a direct gain for shareholders.
Total revenue was $644 million, up from $612 million in the first quarter of 2025.
GAAP diluted EPS was $0.35, versus $(0.11) a year earlier; non-GAAP diluted EPS was $1.20, versus $1.00.
Full-year 2026 total revenue guidance was raised to $2.62 billion to $2.64 billion; free cash flow guidance was raised to $590 million to $605 million.
A quarterly dividend of $0.075 per share is payable June 11, 2026, to holders of record on June 2, 2026.
Con Edison reported first-quarter 2026 GAAP net income of $924 million, or $2.55 a share, up from $791 million, or $2.26 a share, a year earlier, helped by a gain on the sale of its MVP interest. Excluding such items, adjusted earnings were $790 million, or $2.18 a share, down from $792 million, or $2.26 a share, and the company reaffirmed its 2026 adjusted EPS guidance of $6.00 to $6.20 a share, so shareholders see a one-time gain lifting reported results while underlying earnings slipped slightly.
GAAP net income for common stock was $924 million, or $2.55 a share, versus $791 million, or $2.26 a share, in the first quarter of 2025.
Adjusted earnings were $790 million, or $2.18 a share, versus $792 million, or $2.26 a share, a year earlier.
The gain on the sale of the MVP equity interest was $189 million pre-tax, or $0.37 a share after tax, and the sale was completed for total consideration of $357.5 million.
The company reaffirmed its 2026 adjusted EPS guidance range of $6.00 to $6.20 a share.
StandardAero reported first-quarter 2026 revenue of $1.6 billion, up 13.3% from a year earlier, and net income of $79.9 million, up from $62.9 million. The company raised its full-year 2026 guidance for revenue, Adjusted EBITDA and Adjusted EPS, and said it announced the acquisition of Unified Turbines.
Revenue was $1,626.9 million, up 13.3% from $1,435.6 million; diluted GAAP EPS was $0.24 versus $0.19
Adjusted Diluted EPS was $0.33 versus $0.29; Adjusted EBITDA rose 2.5% to $203.2 million, with margin down 130 basis points to 12.5%
Free cash flow for the quarter was negative $133.7 million; the company repurchased about 2.0 million shares for $60.1 million
Full-year 2026 Adjusted EPS guidance is $1.40 to $1.50 and free cash flow guidance is $270 million to $300 million
Monster Beverage reported first quarter 2026 net sales of $2.35 billion, up 26.9% from $1.85 billion a year earlier, with net income up 28.6% to $569.5 million and diluted EPS of $0.58 versus $0.45. Gross margin fell to 55.0% from 56.5%, which the company attributed mainly to geographic sales mix, higher aluminum can costs and higher freight-in costs. The filing also includes a scanner data presentation and notes about $400.0 million remaining under the share repurchase authorization.
Net sales $2.35 billion, up 26.9%; net income $569.5 million, up 28.6%
Diluted EPS $0.58 versus $0.45 a year earlier; gross profit margin 55.0% versus 56.5%
Company repurchased about 1.4 million shares for about $100.0 million in Q1 2026; about $400.0 million remained authorized as of May 6, 2026
Conference call scheduled for May 7, 2026 at 2:00 p.m. Pacific Time
PDF Solutions reported first-quarter 2026 revenue of $60.1 million, up 26% from a year earlier but down from $62.4 million in the fourth quarter of 2025. GAAP net income was $4.8 million, or $0.12 per diluted share, compared with a net loss of $3.0 million a year earlier, and management reaffirmed its prior guidance of 20% annual revenue growth for 2026.
Q1 2026 total revenue was $60.1 million, up 26% year over year and down 4% from Q4 2025.
GAAP net income was $4.8 million, or $0.12 per diluted share, versus a net loss of $3.0 million, or $(0.08) per share, in Q1 2025.
Non-GAAP diluted EPS was $0.31, compared with $0.21 in Q1 2025; ending backlog was $246.4 million.
Management reaffirmed its 20% annual revenue growth guidance for 2026 and did not change it.
TSS, Inc. reported first-quarter 2026 results for the three months ended March 31, 2026, with total revenue of $55.3 million, down 44% from a year earlier, and net income of $2.3 million, down 24%. The company kept its 2026 Adjusted EBITDA outlook of $20 million to $22 million and said it expects results toward the higher end of that range, but the lower revenue and profit reflect a decline in the lower-margin Procurement business.
Procurement revenue was $40.0 million, down 56%, while Systems Integration revenue rose 88% to $14.1 million.
Diluted EPS was $0.08, compared with $0.12 in the first quarter of 2025.
Adjusted EBITDA was $5.3 million, up 1%, and the company maintained its 2026 range of $20 million to $22 million.
The conference call to discuss results is scheduled for 5:00 p.m. Eastern Time on May 7, 2026.
Saul Centers reported first-quarter 2026 total revenue of $78.3 million, up from $71.9 million a year earlier, while net income fell to $12.0 million from $12.8 million. Net income available to common stockholders was $0.26 per share, down from $0.29, and funds from operations (FFO) per share held at $0.71, with the company citing the initial operations of its Hampden House property as a drag on earnings.
Total revenue rose to $78.3 million from $71.9 million in the first quarter of 2025.
Net income available to common stockholders was $6.3 million, or $0.26 per share, versus $7.0 million, or $0.29 per share, a year earlier.
Hampden House, opened October 1, 2025, reduced net income by $4.8 million compared with the prior-year quarter.
As of May 4, 2026, 167 of 366 Hampden House residential units (45.6%) were leased and occupied.
Amphastar reported first-quarter 2026 results with net revenues essentially flat at $171.2 million, up $643 thousand from a year earlier. GAAP net income fell to $6.4 million, or $0.14 per diluted share, from $25.3 million, or $0.51, as gross margin dropped to 41.1% from 50.0%. For shareholders, the flat sales and sharply lower profit point to weaker earnings, with the company citing higher cost of revenues and research and development spending.
Net revenues were $171.2 million versus $170.5 million in Q1 2025, a 0% change.
GAAP net income was $6.4 million ($0.14 per diluted share) versus $25.3 million ($0.51) a year earlier.
Adjusted non-GAAP net income was $19.5 million ($0.42 per diluted share) versus $36.9 million ($0.74).
BAQSIMI sales fell 15% to $32.4 million, and glucagon sales fell 56% to $9.2 million; cash flow from operations was $47.8 million.
MBIA Inc. reported a first-quarter 2026 GAAP net loss of $40 million, or $(0.80) per diluted share, compared with a $62 million loss, or $(1.28) per share, in the first quarter of 2025. Its Adjusted Net Loss was $8 million, or $(0.16) per share, equal to the prior-year quarter, and the company made no share repurchases during the quarter, so shareholders see a smaller GAAP loss but no change in adjusted results.
GAAP net loss of $40 million, or $(0.80) per diluted share, for Q1 2026, versus $62 million, or $(1.28) per share, in Q1 2025
Adjusted Net Loss of $8 million, or $(0.16) per share, unchanged from Q1 2025
MBIA Inc. liquidity of $353 million as of March 31, 2026; $71 million of share repurchase capacity remaining as of April 30, 2026
National's insured portfolio fell $857 million in the quarter to $21.5 billion of gross par; leverage ratio improved to 23 to 1 from 24 to 1
Block reported first-quarter 2026 gross profit of $2.91 billion, up 27% year over year, and Adjusted Diluted EPS of $0.85, up 52%, both above its guidance. It raised full-year 2026 guidance to $12.33 billion in gross profit and $3.85 in Adjusted Diluted EPS, but GAAP results included a $172 million operating loss and a $309 million net loss attributable to common stockholders, driven by $852 million in restructuring and other charges.
Q1 2026 gross profit was $2.91 billion, up 27% year over year; Cash App gross profit rose 38% and Square gross profit rose 9%.
GAAP diluted net loss per share was $0.52; Adjusted Diluted EPS was $0.85, a record.
Full-year 2026 guidance now calls for $12.33 billion in gross profit, $3.34 billion in Adjusted Operating Income and Adjusted Diluted EPS of $3.85.
Q1 charges included $852 million in restructuring and other charges tied to the February organizational change and accrued legal contingencies.
Globus Medical reported first-quarter 2026 net sales of $759.9 million, up 27.0% from a year earlier, and GAAP net income of $124.3 million, up 64.7%. The company reaffirmed its full-year 2026 revenue guidance of $3.18 billion to $3.22 billion and raised its non-GAAP diluted EPS guidance to $4.70 to $4.80 from $4.40 to $4.50.
Q1 2026 net sales were $759.9 million, up 27.0%; base business excluding Nevro rose 13.2% to $677.2 million
GAAP diluted EPS was $0.90 versus $0.54 a year earlier; non-GAAP diluted EPS was $1.12 versus $0.68
Full-year 2026 revenue guidance reaffirmed at $3.18 billion to $3.22 billion
Non-GAAP diluted EPS guidance raised to $4.70 to $4.80 from $4.40 to $4.50
DXC Technology reported fourth-quarter fiscal 2026 revenue of $3.13 billion, down 1.2% year-over-year, and a GAAP net loss attributable to common stockholders of $141 million, compared with net income of $264 million a year earlier. The company guided fiscal 2027 revenue to a 3.0% to 5.0% organic decline and non-GAAP diluted EPS to $2.40 to $2.90, versus $3.23 in fiscal 2026, which points to weaker top-line and per-share results ahead for shareholders.
Q4 FY26 revenue of $3.13 billion, down 1.2% year-over-year and down 6.6% on an organic basis
Q4 FY26 diluted EPS of $(0.84) versus $1.43 a year earlier; non-GAAP diluted EPS of $0.77, down 8.3%
FY27 guidance: revenue of $12.11 billion to $12.35 billion; non-GAAP diluted EPS of $2.40 to $2.90 versus $3.23 in FY26
Repurchased $60 million of shares in Q4 and $250 million for the full fiscal year 2026
Reinsurance Group of America reported first-quarter 2026 net income of $330 million, or $4.98 per diluted share, up from $286 million, or $4.27, a year earlier. Adjusted operating income rose to $462 million, or $6.97 per diluted share, and net premiums grew 14.3% to $4.6 billion. The company also declared a regular quarterly dividend of $0.93 per share, payable June 2, 2026.
Net income available to RGA shareholders: $330 million, or $4.98 per diluted share, versus $286 million, or $4.27, in the prior-year quarter
Adjusted operating income: $462 million, or $6.97 per diluted share, versus $5.66 per share a year earlier
Consolidated net premiums: $4.6 billion, up 14.3% from the first quarter of 2025
Quarterly dividend of $0.93 per share, payable June 2, 2026, to shareholders of record as of May 19, 2026; the company also repurchased $50 million of common shares
News Corp reported fiscal third-quarter 2026 results for the quarter ended March 31, 2026, with revenue up 9% to $2.19 billion and net income from continuing operations up 13% to $121 million. Reported EPS from continuing operations rose to $0.16 from $0.14, and Adjusted EPS rose to $0.21 from $0.17, which shows improvement in the headline profit measures for shareholders.
Total revenues were $2.19 billion, up 9% from $2.01 billion, including a $88 million positive foreign currency impact
Total Segment EBITDA rose 18% to $343 million from $290 million, led by Digital Real Estate Services and Dow Jones
News Media Segment EBITDA fell 55% to $15 million, mainly due to lower News UK contribution and costs for the California Post
Management said it expects to meet its target of another year of record profitability and continued its enhanced buyback program
American Healthcare REIT (NYSE: AHR) reported first quarter 2026 GAAP net income attributable to controlling interest of $23.7 million, or $0.13 per diluted share, compared with a loss of $6.8 million a year earlier. It raised its full-year 2026 NFFO per diluted share guidance to $2.03 to $2.09, but lowered its full-year net income per diluted share guidance to $0.51 to $0.57 from $0.75 to $0.81.
Q1 2026 total revenues were $650.8 million, up from $540.6 million in Q1 2025; NFFO was $0.50 per diluted share, up from $0.38.
FY2026 NFFO per diluted share guidance rose to $2.03 to $2.09 from $1.99 to $2.05, and total portfolio Same-Store NOI growth guidance rose to 9.0% to 12.0% from 7.0% to 11.0%.
FY2026 net income per diluted share guidance fell to $0.51 to $0.57 from $0.75 to $0.81.
Net Debt-to-Annualized Adjusted EBITDA improved to 3.0x at March 31, 2026, from 3.4x at December 31, 2025.
Toast reported first-quarter 2026 results, with net income of $126 million, up from $56 million a year earlier, and diluted EPS of $0.20 versus $0.09. The company raised its full-year 2026 adjusted EBITDA outlook to $790 million to $810 million, from $775 million to $795 million, which signals higher expected profitability for shareholders.
Net income was $126 million in Q1 2026, compared with $56 million in Q1 2025.
Operating income was $110 million, compared with $43 million a year earlier.
Full-year 2026 adjusted EBITDA outlook raised to $790 million to $810 million; non-GAAP subscription services and financial technology solutions gross profit growth outlook raised to 21%-23%.
Repurchased 14 million shares for $378 million year-to-date through May 6, 2026.
Microchip reported fourth quarter and fiscal 2026 results on May 7, 2026, with net sales of $1.311 billion, up 35.1% from a year earlier and above the high end of its prior guidance. GAAP net income attributable to common stockholders was $116.4 million, or $0.21 per diluted share, compared with a loss of $156.8 million a year earlier. The company guided June quarter net sales to $1.442 billion to $1.469 billion and non-GAAP EPS to $0.67 to $0.71.
Q4 net sales of $1.311 billion, up 35.1% from $970.5 million a year earlier; GAAP EPS of $0.21 versus a loss of $0.29 per share
Non-GAAP EPS of $0.57 for Q4, up from $0.11 a year earlier; fiscal 2026 non-GAAP EPS of $1.64, up 25.2%
June 2026 quarter net sales guidance of $1.442 billion to $1.469 billion; non-GAAP EPS guidance of $0.67 to $0.71
Quarterly cash dividend of 45.5 cents per common share, payable June 5, 2026 to holders of record on May 22, 2026
Funko reported first-quarter 2026 net sales of $200.9 million, up 5.3% from a year earlier, with gross margin rising to 44.2% and the net loss narrowing to $18.1 million, or $0.33 per share. The company reiterated its full-year 2026 outlook and gave second-quarter guidance of $5 million to $10 million in adjusted EBITDA, which matters to shareholders because it shows the top line and profitability both improved while the company kept its full-year targets.
Net sales were $200.9 million versus $190.7 million; Core Collectible sales rose 16.8%, while Loungefly sales fell 23.1%.
Gross margin was 44.2% versus 40.3%, which the company said is its highest reported gross margin.
Net loss was $18.1 million, or $0.33 per share, versus $28.1 million, or $0.52 per share; adjusted EBITDA was $11.3 million versus negative $4.7 million.
Full-year 2026 outlook reiterated: net sales flat to up 3% and adjusted EBITDA $70 million to $80 million. Second-quarter guidance: net sales $195 million to $205 million and adjusted EBITDA $5 million to $10 million.
HASI reported a first-quarter 2026 GAAP net loss attributable to controlling stockholders of $72 million, or $(0.57) per diluted share, compared with net income of $57 million a year earlier. The company said the loss was driven by a $79 million loss from equity method investments caused by a timing difference that it says does not affect its economics, while adjusted EPS rose to $0.77 from $0.64 and the company affirmed its 2028 targets.
GAAP net loss to controlling stockholders of $72 million, or $(0.57) per diluted share, in Q1 2026, versus $57 million, or $0.44, in Q1 2025.
Adjusted EPS of $0.77 in Q1 2026, up from $0.64 in Q1 2025; Adjusted Recurring Net Investment Income of $101 million, up 29%.
Total revenue of $124 million in Q1 2026 versus $97 million in Q1 2025.
Board approved a quarterly cash dividend of $0.425 per share, payable July 10, 2026, to holders of record as of July 2, 2026.
Alarm.com reported first-quarter 2026 total revenue of $265.2 million, up 11.0% from a year earlier, and raised its full-year 2026 SaaS and license revenue guidance by $6.0 million at the midpoint. GAAP net income fell to $23.4 million from $27.7 million, and GAAP diluted EPS fell to $0.47 from $0.52, while non-GAAP adjusted EBITDA rose to $49.6 million. Cash and cash equivalents fell to $497.4 million after the company repaid $500.0 million of 0% convertible notes in January.
Total revenue rose 11.0% to $265.2 million; SaaS and license revenue rose 10.8% to $181.5 million.
GAAP net income was $23.4 million versus $27.7 million; GAAP diluted EPS was $0.47 versus $0.52.
Full-year 2026 SaaS and license revenue guidance is now $749.5 million to $750.5 million; non-GAAP adjusted EBITDA guidance is $215.0 million to $216.0 million.
Cash and cash equivalents were $497.4 million at March 31, 2026, down from $960.6 million at December 31, 2025, mainly due to the January 14, 2026 repayment of $500.0 million in convertible notes.
ESCO Technologies reported fiscal second-quarter 2026 sales of $309 million, up 33.5% from a year earlier, with GAAP EPS from continuing operations of $1.29 and adjusted EPS of $1.91. The company raised its full-year adjusted EPS guidance to $8.00 to $8.25 per share while keeping its revenue guidance at $1.29 billion to $1.33 billion, which signals higher expected profit for shareholders.
Q2 sales rose $78 million (33.5%) to $309 million; organic sales grew 12.8%, and the Maritime acquisition added $48 million.
GAAP EPS from continuing operations was $1.29 versus $1.02; adjusted EPS was $1.91 versus $1.17.
FY2026 adjusted EPS guidance raised to $8.00 to $8.25 from $7.90 to $8.15; revenue guidance maintained at $1.29 billion to $1.33 billion.
The pending Megger Group acquisition is expected to close in Q1 of fiscal 2027.
Globalstar reported first quarter 2026 revenue of $70.1 million, up 17% from a year earlier, and income from operations of $8.2 million versus a loss of $8.5 million in the prior year's quarter. Net loss was $17.4 million, roughly flat year over year. The company also said it will no longer hold earnings calls or update its financial outlook while its pending merger with Amazon is outstanding.
Q1 2026 total revenue was $70.1 million, up from $60.0 million; service revenue rose $9.6 million, mainly from wholesale capacity services.
Adjusted EBITDA was $33.5 million versus $30.4 million; net loss was $17.4 million versus $17.3 million.
Cash and cash equivalents were $358.4 million at March 31, 2026, down from $447.5 million at December 31, 2025, with capital expenditures of $116.4 million in the quarter.
Under the April 13, 2026 merger agreement with Amazon, holders can elect $90.00 cash or 0.3210 Amazon shares per Globalstar share; the Mergers are expected to close in 2027.
nLIGHT reported first quarter 2026 revenue of $80.2 million, up 55.2% from $51.7 million a year earlier, and GAAP net income of $0.6 million, or $0.01 per diluted share, compared with a net loss of $8.1 million a year earlier. For second quarter 2026, the company expects revenue of $75 million to $81 million and Adjusted EBITDA of $8 million to $12 million.
Q1 2026 revenue $80.2 million, up 55.2% from $51.7 million in Q1 2025
Q1 2026 GAAP gross margin 33.1%, up from 26.7%; operating loss narrowed to $0.7 million from $9.6 million
Q1 2026 GAAP net income $0.6 million ($0.01 per diluted share) vs. net loss of $8.1 million ($0.16 per share) in Q1 2025
Q2 2026 outlook: revenue $75 million to $81 million; Adjusted EBITDA $8 million to $12 million
QuinStreet reported results for the fiscal third quarter ended March 31, 2026, with revenue of $346.1 million, up 28% year-over-year, and GAAP net income of $7.4 million, or $0.13 per diluted share. The company expects fiscal fourth-quarter revenue of $350 million to $370 million and adjusted EBITDA of $37 million to $43 million, both described as new quarterly records.
Q3 revenue of $346.1 million, up 28% year-over-year; GAAP net income of $7.4 million versus $4.4 million a year earlier
Q3 adjusted EBITDA of $29.6 million, up 53% year-over-year; operating cash flow of $36.9 million
Fiscal Q4 guidance: revenue of $350 million to $370 million and adjusted EBITDA of $37 million to $43 million
Assured Guaranty reported first quarter 2026 net income attributable to the company of $88 million, or $1.91 per diluted share, down from $176 million, or $3.44 per share, a year earlier. Adjusted operating income also fell, to $115 million, or $2.50 per share, from $162 million, or $3.18 per share, and total revenues were $261 million versus $345 million. The company also plans to cut its share repurchases to a target of $30 million over the next three months, down from $75 million in the first quarter.
Net income attributable to the company was $88 million, or $1.91 per diluted share, versus $176 million, or $3.44, in first quarter 2025.
Adjusted operating income was $115 million, or $2.50 per share, versus $162 million, or $3.18, a year earlier.
Shareholders' equity per share was $124.28 at March 31, 2026, down from $125.32 at December 31, 2025, while adjusted book value per share rose to $188.74 from $186.43.
Share repurchases are planned to fall to a $30 million target over the next three months, from $75 million in the first quarter.
Akamai reported first quarter 2026 revenue of $1.074 billion, up 6% year over year, led by 40% growth in Cloud Infrastructure Services. Profit declined, with GAAP net income per diluted share at $0.71, down 13%, and non-GAAP net income per diluted share at $1.61, down 5%. The company also announced that a frontier model provider committed $1.8 billion over seven years for Cloud Infrastructure Services, and it issued second quarter and full-year 2026 guidance.
Q1 2026 revenue was $1.074 billion, up 6%; Security revenue was $590 million, up 11%
GAAP income from operations fell 26% to $114 million; non-GAAP income from operations fell 8% to $283 million
Q2 2026 revenue guidance is $1.075 billion to $1.100 billion; full-year 2026 revenue guidance is $4.445 billion to $4.550 billion
Non-GAAP EPS guidance is $1.45 to $1.65 for Q2 and $6.40 to $7.15 for full-year 2026
Axcelis reported first-quarter 2026 revenue of $199.0 million, up from $192.6 million a year earlier, while GAAP diluted earnings per share fell to $0.30 from $0.88. The company guided second-quarter revenue to about $205 million and GAAP diluted EPS to about $0.57, and said 2026 revenue is expected to be relatively flat versus 2025.
Q1 2026 revenue was $199.0 million versus $192.6 million in Q1 2025; GAAP gross margin was 40.5% versus 46.1%.
GAAP diluted EPS was $0.30 versus $0.88; non-GAAP diluted EPS was $0.72 versus $1.06.
Q2 2026 outlook: revenue of about $205 million, GAAP diluted EPS of about $0.57, non-GAAP EPS of about $0.90.
The company expects to complete its merger with Veeco in the second half of 2026; Q1 transaction and integration costs were $10.4 million.
SiriusPoint reported first-quarter 2026 results, with net income available to common shareholders of $99.6 million, or $0.82 per diluted share, compared with $57.6 million a year earlier. Operating earnings per share rose 37% to $0.70, and the Core combined ratio improved to 88.9% from 95.4%, driven mainly by lower catastrophe losses. The company also increased its 2026 share repurchase commitment by $74 million to $174 million.
Net income available to common shareholders of $99.6 million ($0.82 diluted EPS) versus $57.6 million in Q1 2025
Operating EPS of $0.70 versus $0.51, up 37%; annualized return on equity 17.4% versus 12.9%
Core combined ratio 88.9% versus 95.4%; catastrophe losses of $5.4 million versus $67.9 million
Net written premium fell 7.3% to $696.8 million; net investment income fell to $66.4 million from $71.2 million
Sensus Healthcare reported first-quarter 2026 revenue of $3.4 million, down from $8.3 million a year earlier, as it shipped 14 systems versus 30 and had no direct sales to its historically largest customer. Net loss was $2.6 million, or $0.16 per share, matching the prior-year quarter only because of a $1.6 million income tax benefit, while Adjusted EBITDA worsened to negative $4.2 million.
Revenue was $3.4 million versus $8.3 million for Q1 2025; the company shipped 14 SRT systems versus 30 in the prior-year period.
Net loss was $2.6 million, or $0.16 per share, the same per-share loss as Q1 2025, and included a $1.6 million income tax benefit.
Adjusted EBITDA was negative $4.2 million, compared with negative $2.5 million in Q1 2025.
Cash and cash equivalents were $18.3 million at March 31, 2026, down from $22.1 million at December 31, 2025, with no debt.
Corpay reported first-quarter 2026 revenue of $1,261.0 million, up 25%, and adjusted net income per diluted share of $5.80, up 29%. The company raised its full-year 2026 guidance, citing first-quarter over-performance, higher expected fuel prices and first-quarter trends running ahead of its expectations. GAAP results include a gain on the sale of a business that added about $81 million to net income, and the company repurchased 2.4 million shares for $786 million during the quarter.
Revenue rose 25% to $1,261.0 million from $1,005.7 million; organic revenue growth was 11%.
Adjusted EPS rose 29% to $5.80 from $4.51; GAAP diluted EPS rose 49% to $5.07, including about $1.19 per share from the business sale gain.
Full-year 2026 adjusted EPS guidance is now $26.30 to $27.10, and revenue guidance is $5.250 billion to $5.330 billion.
Second-quarter 2026 outlook calls for revenue of about $1.295 billion and adjusted EPS of $6.55 at the midpoint.
Orion Properties reported first quarter 2026 results on May 7, 2026. Revenue fell to $36.3 million from $38.0 million a year earlier and the net loss widened to $13.6 million, while Core FFO rose to $11.7 million and 2026 guidance was reaffirmed. The filing also notes a payment default on the mortgage notes of an unconsolidated joint venture and an ongoing strategic option review with no set timetable.
Total revenues were $36.3 million, versus $38.0 million in the first quarter of 2025.
Net loss attributable to common stockholders was $(13.6) million, or $(0.24) per share, versus $(9.4) million, or $(0.17) per share, a year earlier.
Core FFO was $11.7 million, or $0.21 per diluted share, versus $10.7 million, or $0.19 per diluted share, a year earlier.
2026 Core FFO per share guidance of $0.69 to $0.76 was reaffirmed, and a $0.02 per share dividend for the second quarter is payable July 15, 2026.
Motorola Solutions reported first-quarter 2026 sales of $2.7 billion, up 7%, and non-GAAP EPS of $3.37, up 6%, while GAAP EPS fell 14% to $2.18 amid a contingent Silvus earnout charge. The company raised its full-year 2026 revenue outlook to approximately $12.8 billion and its non-GAAP EPS outlook to $16.87 to $16.99, supported by record first-quarter backlog of $15.7 billion.
Q1 2026 sales of $2,714 million, up 7% from $2,528 million a year earlier; Software and Services sales up 18%
GAAP operating margin fell to 19.3% from 23.0%, mainly due to an increase in the contingent Silvus earnout
Full-year 2026 revenue outlook raised to approximately $12.8 billion from $12.7 billion; non-GAAP EPS outlook raised to $16.87 to $16.99 from $16.70 to $16.85
Operating cash flow was $451 million, down from $510 million a year earlier
Synaptics reported fiscal third-quarter 2026 revenue of $294.2 million, up 10% from a year earlier, with Core IoT product sales up 31%. The GAAP net loss narrowed to $8.0 million, or $0.21 per share, from $21.8 million, or $0.56 per share, a year earlier, while non-GAAP diluted EPS rose to $1.09 from $0.90. The company guided fourth-quarter revenue to $305 million, plus or minus $10 million, and non-GAAP EPS to $1.20, plus or minus $0.15.
Revenue of $294.2 million, up 10% from $266.6 million a year earlier; Core IoT product sales grew 31%.
GAAP net loss of $8.0 million, or $0.21 per share, versus a $21.8 million loss ($0.56 per share) a year earlier.
Non-GAAP diluted EPS of $1.09, up from $0.90 a year earlier.
Fourth-quarter fiscal 2026 outlook: revenue of $305 million plus or minus $10 million; non-GAAP EPS of $1.20 plus or minus $0.15.
BioLife Solutions reported unaudited first-quarter 2026 results, with revenue of $27.5 million, up 25% from $22.1 million a year earlier, and GAAP net income of $1.2 million, compared with $0.3 million. The company reiterated its full-year 2026 revenue guidance of $112.5 million to $115.0 million, which matters to shareholders because it signals the company expects to keep its growth pace for the year.
Q1 2026 revenue was $27.5 million, up $5.4 million or 25% from $22.1 million in Q1 2025.
GAAP net income was $1.2 million, or $0.02 per share, compared with $0.3 million, or $0.01 per share, in Q1 2025.
Adjusted EBITDA was $6.2 million, or 22% of revenue, compared with $5.4 million, or 24% of revenue, a year earlier.
2026 revenue guidance of $112.5 million to $115.0 million, representing 17% to 20% growth, was reiterated; cash and marketable securities were $111.5 million at March 31, 2026.
Senseonics reported first quarter 2026 revenue of $11.7 million, up from $6.3 million a year earlier, and raised its full-year 2026 revenue outlook to $60 million to $64 million from $58 million to $62 million. The net loss widened to $32.3 million, or $0.71 per share, from $14.3 million, or $0.40 per share, as selling, general and administrative expenses rose after the company took over U.S. commercialization of Eversense.
Q1 2026 revenue was $11.7 million versus $6.3 million in Q1 2025; U.S. revenue was $9.3 million.
Full-year 2026 revenue outlook was raised to $60 million to $64 million, from $58 million to $62 million previously.
Selling, general and administrative expenses rose to $30.2 million from $7.7 million year over year.
Cash, cash equivalents and investments were $64.6 million, and outstanding indebtedness was $35.2 million, as of the quarter end.
JFrog reported first quarter 2026 revenue of $154.0 million, up 26% from a year earlier, with cloud revenue up 50% to $78.9 million. The GAAP net loss narrowed to $8.3 million, or $0.07 per share, from $18.5 million, and non-GAAP diluted earnings per share were $0.27 versus $0.20. The company also issued full-year 2026 revenue guidance of $628 million to $632 million and authorized a share repurchase program of up to $300 million.
Q1 2026 revenue was $154.0 million, up 26% year over year; cloud revenue was $78.9 million, up 50%.
GAAP net loss was $8.3 million ($0.07 per share) versus $18.5 million ($0.16 per share) in Q1 2025.
Outlook: Q2 2026 revenue of $154 million to $156 million; full-year 2026 revenue of $628 million to $632 million.
Board authorized a share repurchase program of up to $300 million.
Genpact reported first-quarter 2026 net revenues of $1.296 billion, up 6.7% year-over-year, and diluted earnings per share of $0.86, up 17.8%. The company also gave second-quarter and full-year 2026 outlooks, including full-year net revenue growth of at least 7%, which matters to shareholders as a signal of expected near-term growth.
Net income was $148 million, up 13.1%; Advanced Technology Solutions revenue rose 24.3% to $345 million.
Cash used in operations was $24 million, compared with $40 million generated in the first quarter of 2025.
Q2 2026 net revenue outlook is $1.324 billion to $1.336 billion; full-year adjusted diluted EPS growth is expected to exceed 10%.
The company repurchased about 1.8 million shares for roughly $70 million during the quarter.
Astrana Health reported first-quarter 2026 revenue of $965.1 million, up 56% from a year earlier, and net income attributable to the company of $14.4 million, up 116%. The company reiterated its full-year 2026 revenue and Adjusted EBITDA guidance and gave a second-quarter outlook, so shareholders see both higher reported profit and a steady forecast.
Total revenue of $965.1 million, up 56% from $620.4 million; diluted EPS of $0.29 versus $0.14
Net income attributable to Astrana of $14.4 million, up 116% from $6.7 million; Adjusted EBITDA of $66.3 million, up 82%
Q2 2026 guidance: total revenue of $965 million to $1,000 million and Adjusted EBITDA of $65 million to $70 million
Full-year 2026 guidance reiterated: total revenue of $3.8 billion to $4.1 billion and Adjusted EBITDA of $250 million to $280 million
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