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).
Verde Clean Fuels reported first-quarter 2026 results, with a smaller loss than a year earlier. The company said lower general and administrative expenses from cost-savings initiatives drove the decrease, and it reported $54.3 million in cash and no debt as of March 31, 2026.
Diluted loss per Class A share was $(0.05) for Q1 2026, compared with $(0.08) for Q1 2025.
Consolidated net loss was $2.4 million, compared with $2.7 million a year earlier.
Cash and cash equivalents were $54.3 million on March 31, 2026, down from $57.2 million on December 31, 2025, and exceeded prior guidance of more than $50 million.
Amentum reported second-quarter fiscal 2026 results for the period ended April 3, 2026, with revenues flat at $3.5 billion and net income rising to $54 million from $4 million a year earlier. The company reaffirmed its full-year fiscal 2026 guidance, which it says supports its long-term value for shareholders.
Revenues were $3,478 million, flat compared with $3,491 million in the prior-year quarter.
Diluted EPS was $0.22 versus $0.02 a year earlier; adjusted diluted EPS rose 13% to $0.60 from $0.53.
Fiscal 2026 guidance reaffirmed: revenues $13,950 million to $14,300 million and adjusted diluted EPS $2.25 to $2.45.
On April 24, 2026, the company completed a new $1.4 billion Term Loan A to repay and refinance its Term Loan B.
Ark Restaurants reported second-quarter 2026 results for the 13 weeks ended March 28, 2026. Revenue fell from $39.7 million a year earlier and same-store sales declined 7.6%, but the net loss attributable to the company narrowed to $1.8 million, or $0.50 per share, from $9.3 million, or $2.57 per share, a year earlier. The company also disclosed an ongoing lease dispute over its Bryant Park restaurants that it says has had a material adverse effect on its business.
Total revenues were $36.6 million for the quarter versus $39.7 million a year earlier; same-store sales declined 7.6%.
Net loss attributable to Ark Restaurants Corp. was $1.8 million, or $0.50 per share, versus $9.3 million, or $2.57 per share, in the prior-year quarter, which included a $3.4 million goodwill impairment and a $4.8 million deferred tax valua
EBITDA, as adjusted, was a loss of $592,000 versus a loss of $691,000 a year earlier; the company recorded a $566,000 prepaid rent write-off in the quarter.
A New York State Supreme Court hearing on summary judgment motions in the Bryant Park lease dispute is scheduled for June 16, 2026.
Ovintiv reported a first-quarter 2026 net loss of $630 million, or $2.35 per diluted share, compared with a net loss of $159 million, or $0.61 per share, a year earlier. The loss was driven mainly by non-cash ceiling test impairments of $1.2 billion after tax, while total revenues rose to $2,532 million from $2,377 million. The company also declared a $0.30 per share quarterly dividend and reiterated its full-year 2026 production and capital guidance.
Q1 2026 net loss of $630 million ($2.35 per diluted share) vs. net loss of $159 million ($0.61 per share) in Q1 2025
Non-cash ceiling test impairments of $1.2 billion after tax, or $4.30 per diluted share, primarily due to a weaker SEC 12-month trailing oil price
Total revenues of $2,532 million vs. $2,377 million; Q1 cash from operating activities of $1.1 billion
Quarterly dividend of $0.30 per share payable June 30, 2026, to holders of record as of June 15, 2026
Biomea Fusion reported a first-quarter 2026 net loss of $12.4 million, down from $29.3 million a year earlier, as research and development and general and administrative expenses fell. Cash, cash equivalents and restricted cash were $45.1 million at March 31, 2026, down from $56.2 million at December 31, 2025, and the company said its cash runway extends into the first quarter of 2027.
Net loss attributable to common stockholders was $12.4 million, or $0.17 per share, versus $29.3 million, or $0.80 per share, in Q1 2025.
R&D expenses were $9.1 million versus $22.9 million; G&A expenses were $3.7 million versus $6.8 million.
Cash, cash equivalents and restricted cash were $45.1 million at March 31, 2026, versus $56.2 million at December 31, 2025.
Cash runway is projected into the first quarter of 2027; initial 28-day weight reduction data for BMF-650 is expected in Q2 2026.
Novanta reported first-quarter 2026 results for the period ended April 3, 2026. GAAP revenue rose 10.4% to $257.7 million, but GAAP net income was $21.1 million versus $21.2 million a year earlier, and GAAP diluted EPS fell to $0.51 from $0.59, while Adjusted Diluted EPS rose 9.5% to $0.81. The company issued new guidance for the second quarter and full year 2026.
GAAP revenue increased 10.4% to $257.7 million; organic revenue growth was 3.1%.
GAAP operating income was $27.5 million versus $32.4 million a year earlier.
Second-quarter 2026 guidance: GAAP revenue of $259 million to $264 million and Adjusted Diluted EPS of $0.81 to $0.86.
Full-year 2026 guidance: GAAP revenue of $1,040 million to $1,055 million and Adjusted Diluted EPS of $3.50 to $3.65.
STERIS reported fiscal 2026 revenue from continuing operations up 9% to $5.9 billion, with reported diluted EPS from continuing operations rising to $7.93 from $6.16. The board approved a new $1 billion share repurchase program and guided fiscal 2027 adjusted EPS to $11.10 to $11.30, which would be an increase of 9% to 11% over fiscal 2026 adjusted EPS of $10.17.
Full-year revenue from continuing operations was $5.9 billion, up from $5.5 billion, with constant currency organic growth of 7%.
Reported diluted EPS from continuing operations was $7.93 versus $6.16; adjusted EPS was $10.17 versus $9.22.
Fiscal 2027 outlook calls for revenue growth of 7-8% and free cash flow of about $850 million.
The new $1 billion buyback replaces the prior authorization and may be suspended or discontinued at any time.
CleanSpark reported results for the fiscal quarter ended March 31, 2026, with revenue of $136.4 million, down 24.9% from $181.7 million a year earlier. The net loss widened to $378.3 million, or $1.52 per basic share, from $138.8 million, or $0.49 per share, in the prior-year quarter, and the company's non-GAAP Adjusted EBITDA loss grew to $241.2 million from $57.8 million, which weighs on shareholder returns.
Quarterly revenue was $136.4 million versus $181.7 million a year earlier, a decrease of 24.9%.
Net loss was $378.3 million, or $1.52 per basic share, versus $138.8 million, or $0.49 per share, a year earlier.
Loss on fair value of bitcoin was $224.1 million in the quarter, compared with $127.7 million a year earlier.
As of March 31, 2026, cash was $260.3 million and total long-term debt, net, was $1.8 billion.
Oxbridge Re Holdings reported net income of $22,000 for the quarter ended March 31, 2026, compared with a net loss of $139,000 a year earlier. Net premiums earned fell to $555,000 from $595,000, and total expenses rose to $583,000 from $570,000, so the profit improvement came despite lower premium revenue.
Net income attributable to ordinary shareholders was $22,000, or $0 per share, versus a net loss of $139,000, or $(0.02) per share, in Q1 2025.
Net premiums earned declined to $555,000 from $595,000, which the company attributed to lower weighted average rates on reinsurance contracts.
The expense ratio rose to 105% from 95.8%, mainly due to higher investor relations and web3 subsidiary marketing costs.
Cash and restricted cash was $8.19 million as of March 31, 2026.
New Concept Energy reported first-quarter 2026 results for the three months ended March 31, 2026, showing a net loss of $14,000, smaller than the $20,000 loss in the same period of 2025. Revenue rose to $39,000 from $38,000, and corporate general and administrative expenses fell to $77,000 from $89,000. The results are a modest improvement on the prior-year quarter, though the company remains loss-making at this scale.
Net loss of $14,000 for Q1 2026, versus a $20,000 net loss in Q1 2025
Revenue of $39,000, including $26,000 rental income and $13,000 management fees, up from $38,000 a year earlier
Corporate general and administrative expenses of $77,000, down from $89,000 in Q1 2025
WEBTOON Entertainment reported first quarter 2026 results for the period ended March 31, 2026. Total revenue fell 1.5% year over year to $320.9 million, but the net loss narrowed to $8.8 million from $22.0 million and Adjusted EBITDA rose 132% to $9.5 million, which the company attributed to better gross profit and cost controls. The company also guided second quarter revenue to $332-$342 million and Adjusted EBITDA to $0.0-$5.0 million.
Total revenue was $320.9 million, down 1.5% year over year; on a constant currency basis, revenue grew 0.2% to $326.4 million.
Net loss was $8.8 million, compared with $22.0 million a year earlier; diluted loss per share was $0.07, compared with $0.17.
Adjusted EBITDA was $9.5 million, up from $4.1 million, with an Adjusted EBITDA Margin of 3.0% versus 1.3%.
For the second quarter of 2026, the company expects revenue of $332-$342 million based on current FX rates and Adjusted EBITDA of $0.0-$5.0 million.
Tandy Leather Factory reported first quarter 2026 revenue of $19.7 million, up 3.2% from a year earlier, and operating income of $0.4 million, up from $0.3 million. Net income fell to $0.2 million, or $0.03 per share, from $11.6 million in the prior-year quarter, which included a gain from the sale of its headquarters, so shareholders face weaker reported profit even as sales and operating income rose.
Revenue of $19.7 million, up from $19.0 million in the first quarter of 2025
Gross margin of 61.0%, up from 56.3% a year earlier; operating expenses of $11.6 million, up 11.2%
Net income of $0.2 million ($0.03 per share) versus $11.6 million ($1.36 basic per share) in the prior-year quarter, which included the headquarters sale
Cash and cash equivalents of $10.1 million at March 31, 2026, down from $16.1 million a year earlier, after a special dividend of $0.75 per share (about $6.1 million)
AECOM reported second quarter fiscal 2026 results for the quarter ended March 31, 2026, with revenue up 1% to $3.8 billion and GAAP diluted EPS from continuing operations up 22% to $1.42. The company raised its adjusted EPS guidance for fiscal 2026 to $5.90 to $6.10 from $5.85 to $6.05, but operating income fell 4% and free cash flow was negative $27 million in the quarter.
Q2 revenue rose 1% to $3.8 billion; operating income fell 4% to $248 million; net income from continuing operations rose 19% to $184 million
Adjusted EPS rose 27% to $1.59; fiscal 2026 adjusted EPS guidance raised to $5.90 to $6.10, the second consecutive raise
Total backlog rose 8% to a record $26.2 billion; free cash flow was negative $27 million in the quarter, which management attributed to Middle East payment timing and claim resolution
The company returned $155 million to shareholders in the quarter and reiterated full-year free cash flow guidance of approximately $400 million
Life360 reported first-quarter 2026 revenue of $143.1 million, up 38% from a year earlier, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. Net income fell to $2.8 million from $4.4 million, and the company posted an operating loss of $8.1 million, compared with operating income of $2.2 million a year earlier, as operating expenses rose 46%. Shareholders see faster top-line growth alongside lower profit and a higher cost base.
Q1 2026 revenue of $143.1 million, up 38% year over year; advertising revenue of $19.7 million, up 329%, after the Nativo acquisition.
Net income of $2.8 million, or $0.03 per diluted share, versus $4.4 million, or $0.05 per diluted share, a year earlier.
Full-year 2026 revenue guidance raised to $650 million to $685 million from $640 million to $680 million; Adjusted EBITDA guidance raised to $130 million to $140 million from $128 million to $138 million.
Gross margin fell to 77% from 81%, and operating expenses rose 46% to $118.6 million.
iHeartMedia reported first-quarter 2026 revenue of $884 million, up 9.6%, driven by its Digital Audio Group, while Adjusted EBITDA fell 11.4% to $92.6 million and free cash flow was negative $114.5 million. The company reaffirmed its full-year 2026 Adjusted EBITDA guidance of approximately $800 million and announced a new $50 million annualized cost savings program starting in the second half of 2026.
Revenue rose to $884.2 million from $807.1 million; Digital Audio Group revenue rose 18.0% to $327.1 million.
Consolidated Adjusted EBITDA was $92.6 million versus $104.6 million; Multiplatform Group segment Adjusted EBITDA fell 32.9% to $47.0 million.
Free cash flow was negative $114.5 million; cash was $135.1 million and total available liquidity was $494.6 million as of March 31, 2026.
Q2 2026 Adjusted EBITDA is expected at $140 million to $160 million; full-year 2026 Adjusted EBITDA guidance of approximately $800 million was reaffirmed.
VirTra reported first quarter 2026 results on May 11, 2026. Revenue fell to $3.5 million from $7.2 million, which the company said was due to Q3 and Q4 booking customers being unable to accept delivery in Q1 2026, and the company posted a net loss of $1.3 million, or $(0.12) per diluted share, compared with net income of $1.3 million, or $0.11 per share, a year earlier. Management said it expects improved sales momentum in the second half of 2026, but the filing gives no numeric guidance.
Total revenue was $3.5 million versus $7.2 million in Q1 2025, down 51%; gross margin was 61% versus 73%.
Net loss was $1.3 million, or $(0.12) per diluted share, versus net income of $1.3 million, or $0.11 per share, a year earlier.
Bookings totaled $3.8 million in Q1 2026, and total backlog was $25.2 million at March 31, 2026.
Adjusted EBITDA, a non-GAAP measure, was $(0.9) million versus $1.7 million; cash and cash equivalents were $17.9 million at March 31, 2026, down from $18.6 million at December 31, 2025.
Amplify Energy reported a first-quarter 2026 net loss of $38.1 million, or $0.93 per share, compared with net income of $64.4 million in the fourth quarter of 2025. Revenue fell to $37.5 million from $56.6 million, and the loss was driven mainly by a $43.4 million non-cash unrealized loss on commodity derivatives. The company reaffirmed full-year 2026 guidance and said adjusted EBITDA is expected at the high end of its range, while royalty relief at Beta is expected to increase production and revenue from May 1, 2026.
Q1 2026 net loss of $38.1 million (EPS of $0.93 loss) versus net income of $64.4 million in Q4 2025; adjusted EBITDA was $3.8 million versus $21.5 million
Total revenues were $37.5 million versus $56.6 million in the prior quarter, which included the East Texas and Oklahoma divestiture period
Beta royalty burden reduced from about 25.0% to about 12.5% effective May 1, 2026, expected to add more than $1.0 million per month in incremental revenue at current prices
C32 well at Beta was abandoned after mechanical complications; cash on hand was $41.5 million and the revolving credit facility had no outstanding debt as of March 31, 2026
Hims & Hers reported first-quarter 2026 revenue of $608.1 million, up 4% from a year earlier, but swung to a net loss of $92.1 million from net income of $49.5 million in the same period of 2025. The company raised its full-year 2026 revenue guidance to $2.8 billion to $3.0 billion and set full-year Adjusted EBITDA guidance at $275 million to $350 million, which excludes the proposed Eucalyptus acquisition.
Q1 2026 Adjusted EBITDA was $44.3 million, down from $91.1 million, with margin at 7% versus 16%.
Gross margin fell to 65% from 73%, and United States revenue declined 8% to $529.9 million while Rest of the World revenue rose to $78.2 million.
Subscribers reached about 2.6 million at March 31, 2026, up 9% year over year.
Second-quarter 2026 guidance calls for revenue of $680 million to $700 million and Adjusted EBITDA of $35 million to $55 million.
Pliant Therapeutics reported first quarter 2026 results on May 11, 2026, with a net loss of $20.0 million, compared with $56.2 million a year earlier. The company said the decline was driven mainly by lower operating expenses after it terminated bexotegrast development in idiopathic pulmonary fibrosis (IPF) in 2025, along with reduced personnel costs. Cash, cash equivalents and short-term investments were $172.4 million at March 31, 2026, which the company expects to fund operations into the second half of 2028.
Net loss was $20.0 million, or $0.32 per share, versus $56.2 million, or $0.92 per share, in the first quarter of 2025.
Research and development expenses were $13.6 million, down from $43.4 million, mainly due to completing BEACON-IPF close-out activities in 2025.
General and administrative expenses were $8.2 million, down from $15.5 million, mainly due to lower personnel-related costs.
First participant was dosed in the FORTIFY Phase 1b trial in April 2026; interim data are expected in 2027.
Kaltura reported first-quarter 2026 revenue of $44.6 million, down 5% from $47.0 million a year earlier, and said total revenue, subscription revenue and adjusted EBITDA all came in above the high end of its guidance range. GAAP net loss widened to $3.8 million ($0.03 per diluted share) from $1.1 million, while the company's non-GAAP operating profit rose to $4.6 million from $3.1 million. The company also issued full-year 2026 total revenue guidance of $182.6 million to $184.8 million, growth of 1-2%.
Total revenue was $44.6 million, down 5% from $47.0 million in Q1 2025; subscription revenue was $43.2 million, down 4%.
GAAP net loss was $3.8 million, or $0.03 per share, versus a net loss of $1.1 million, or $0.01 per share, a year earlier.
Non-GAAP operating profit rose to $4.6 million from $3.1 million, and operating cash flow was $0.7 million versus a $1.0 million outflow in Q1 2025.
Full-year 2026 total revenue is guided to $182.6 million to $184.8 million; Q2 2026 total revenue is guided to $45.2 million to $46.0 million.
AN2 Therapeutics reported a first-quarter 2026 net loss of $10.0 million, down from $10.6 million a year earlier, as research and development expenses fell to $6.7 million from $7.7 million. The company had $85.3 million in cash, cash equivalents and investments at March 31, 2026, after a $40.0 million private placement in March, and it projects that funding will sustain operations into 2029.
Net loss of $10.0 million for Q1 2026, compared with $10.6 million in Q1 2025
R&D expenses of $6.7 million, down from $7.7 million, driven by lower chemistry manufacturing and controls costs
Cash, cash equivalents and investments of $85.3 million at March 31, 2026, after a $40.0 million private placement in March 2026
Interest income fell to $0.5 million from $0.9 million on lower cash balances and interest rates
Halozyme reported first quarter 2026 total revenue of $376.7 million, up 42% from a year earlier, with royalty revenue of $240.7 million, up 43%. Net income was $150.0 million, compared with $118.1 million, and GAAP diluted EPS was $1.22, compared with $0.93. The company reiterated its 2026 guidance and announced a new $1 billion share repurchase program through December 31, 2028, with at least $400 million expected to be repurchased in 2026.
Q1 2026 total revenue $376.7 million vs. $264.9 million in Q1 2025; royalty revenue $240.7 million vs. $168.2 million
Net income $150.0 million vs. $118.1 million; GAAP diluted EPS $1.22 vs. $0.93; non-GAAP diluted EPS $1.60 vs. $1.11
2026 guidance reiterated: total revenue $1.710 billion to $1.810 billion; non-GAAP diluted EPS $7.75 to $8.25
New share repurchase program of up to $1 billion by December 31, 2028, with at least $400 million expected in 2026
Aura Biosciences reported first quarter 2026 results, with a net loss of $33.7 million, up from $27.5 million a year earlier. The loss per share narrowed to $0.50 from $0.55, and the company said a $280.8 million net-proceeds stock offering completed May 5, 2026, should fund operations into the second half of 2028.
Net loss was $33.7 million for the quarter ended March 31, 2026, versus $27.5 million a year earlier; basic and diluted loss per share was $0.50 versus $0.55.
Research and development expenses rose to $28.0 million from $23.3 million, mainly due to the Phase 3 CoMpass trial in early choroidal melanoma.
Cash, cash equivalents and marketable securities were $114.7 million at March 31, 2026, before the offering; about $39.0 million of offering proceeds was used to repurchase shares held by Matrix Capital Management Master Fund, LP.
Natalie Holles became Chief Executive Officer and President effective April 30, 2026, succeeding founder Elisabet de los Pinos, Ph.D.
MARA Holdings reported first-quarter 2026 revenue of $174.6 million, down 18% from $213.9 million a year earlier, and a net loss of $1.3 billion ($3.31 per diluted share), compared with a $533.4 million loss ($1.55 per share) in Q1 2025. The company said the loss was driven largely by a $1.0 billion unfavorable bitcoin fair value change, so the results weigh on shareholders even as the company announced a definitive agreement to acquire Long Ridge Energy & Power.
Revenue fell 18% to $174.6 million from $213.9 million; the lower average bitcoin price accounted for about $33.1 million of the decline.
Net loss was $1.3 billion, or $3.31 per diluted share, versus $533.4 million, or $1.55 per diluted share, in Q1 2025.
Adjusted EBITDA was a loss of $1.0 billion, compared with a loss of $483.6 million in Q1 2025.
After quarter end, MARA agreed to acquire Long Ridge from FTAI Infrastructure; closing is expected in the second half of 2026, subject to regulatory approvals.
Aktis Oncology reported first-quarter 2026 results in an 8-K furnished with a press release. Collaboration revenue rose to $3.2 million from $1.4 million a year earlier, but the net loss widened to $18.3 million from $15.0 million as research and development and general and administrative expenses increased. Cash, cash equivalents and marketable securities reached $538.5 million at March 31, 2026, which the company says will fund operations into 2029.
Collaboration revenue was $3.2 million for the quarter ended March 31, 2026, versus $1.4 million a year earlier, tied to the Eli Lilly research collaboration.
Net loss was $18.3 million versus $15.0 million; R&D expenses rose to $20.0 million from $15.9 million and G&A expenses rose to $5.9 million from $3.7 million.
Cash, cash equivalents and marketable securities were $538.5 million at March 31, 2026, up from $226.8 million at December 31, 2025, mainly due to net proceeds from the January 2026 initial public offering.
Mosaic reported a first quarter 2026 net loss of $258 million, or $(0.81) per diluted share, compared with net income of $238 million, or $0.75 per share, a year earlier, while net sales rose to $3.0 billion from $2.6 billion. The company withdrew its 2026 phosphate production guidance as it reviews raw material constraints, and it cut 2026 capital expenditure guidance to $1.25 billion, which matters to shareholders because the earnings decline and guidance changes reduce visibility on the year.
Net loss of $258 million versus net income of $238 million in Q1 2025; adjusted EBITDA fell to $416 million from $544 million
Notable items reduced Q1 earnings by $323 million pre-tax, including $442 million of charges from idling Araxa and Patrocinio in Brazil
Phosphate production guidance for 2026 withdrawn; partial curtailments at Louisiana and Bartow to begin in May
Full-year 2026 capital expenditure guidance set at $1.25 billion; Carlsbad, New Mexico potash mine sale completed in April
Airship AI reported first-quarter 2026 net revenues of $6.3 million, up from $5.5 million a year earlier, and an operating loss that narrowed to $1.6 million from $1.7 million. The company swung to a net loss of $721,000, or $0.02 per share, after a prior-year quarter that included a $23.7 million net income driven by warrant and earnout fair value gains, so shareholders face a mixed picture of stronger operations but a lower reported bottom line.
Net revenues were $6.3 million, up from $5.5 million in Q1 2025; gross profit was $3.2 million versus $2.2 million.
Operating loss was $1,582,000, compared with $1,714,357 a year earlier; stock-based compensation was $666,000.
Net loss was $721,000 ($0.02 per basic share), compared with net income of $23.7 million ($0.75 per basic share) in Q1 2025.
Backlog was $4.6 million as of May 8, 2026, and cash and cash equivalents were $12.6 million as of March 31, 2026.
Uniti Group reported first-quarter 2026 revenue of $987.5 million, up from $293.9 million a year earlier, but posted a net loss of $70.3 million compared with net income of $12.2 million in the prior-year quarter. The company's full-year 2026 outlook, which the press release describes as updated for business unit revisions and transaction costs, calls for Adjusted EBITDA of $1.425 billion to $1.475 billion.
Q1 2026 revenue was $987.5 million versus $293.9 million in Q1 2025, and Adjusted EBITDA was $441.6 million versus $237.8 million.
Net loss was $70.3 million, or $0.34 per share, compared with net income of $12.2 million, or $0.08 per share, a year earlier.
2026 outlook: revenue of $3.605 billion to $3.655 billion, net loss of $400 million to $450 million, and Adjusted EBITDA of $1.425 billion to $1.475 billion.
Kinetic consumer fiber gross adds were about 39,000, described as the highest on record.
Fox Corporation reported fiscal third-quarter results for the three months ended March 31, 2026. Revenue fell to $3.99 billion from $4.37 billion a year earlier, mainly because the prior year included the Super Bowl LIX broadcast, and GAAP net income attributable to stockholders dropped to $166 million ($0.38 per share) from $346 million ($0.75). Adjusted EBITDA rose 11% to $954 million and adjusted EPS rose to $1.32 from $1.10, which matters to shareholders because the company's headline revenue and GAAP profit declined while its adjusted profit measures improved.
Total revenue was $3.99 billion versus $4.37 billion; advertising revenue was $1.56 billion versus $2.04 billion.
Adjusted EBITDA was $954 million, up $98 million or 11% from the prior year quarter.
Net income attributable to Fox Corporation stockholders was $166 million ($0.38 per share) versus $346 million ($0.75 per share).
Exagen reported first-quarter 2026 revenue of $17.3 million, up 12% from a year earlier, and reaffirmed full-year 2026 revenue guidance of $70 million to $73 million. The net loss widened to $3.97 million from $3.75 million, though the loss per share narrowed to $0.17 from $0.20 as the share count rose.
Revenue was $17.3 million, up from $15.5 million in the first quarter of 2025.
Net loss was $3.97 million, compared with $3.75 million a year earlier; net loss per share was $0.17 versus $0.20.
Full-year 2026 revenue guidance of $70 million to $73 million was maintained.
Cash and cash equivalents were $21.5 million at March 31, 2026, down from $32.2 million at December 31, 2025.
Atlanta Braves Holdings reported first-quarter 2026 results on May 11, 2026. Total revenue rose 53% to $72 million, and the operating loss narrowed to $41 million from $44 million, while the net loss attributable to shareholders was $40.5 million, or $0.63 per diluted share, compared with $0.66 a year earlier. The results show improvement on both revenue and loss measures, though the company still reported a loss and the filing includes no guidance.
Total revenue was $72 million, up from $47 million; baseball revenue rose 60% to $46 million and Mixed-Use Development revenue rose 41% to $26 million.
Adjusted OIBDA was a loss of $17.6 million, compared with a loss of $28.5 million a year earlier, an improvement of 39%.
Net loss attributable to shareholders was $40.5 million, or $0.63 per diluted share, versus $41.4 million, or $0.66 per share, in the prior-year quarter.
ABH cash rose $35 million to $135 million at March 31, 2026, and ABH debt fell $30 million to $711 million.
United Parks & Resorts reported first quarter 2026 results with total revenue down 3.0% to $278.3 million and a net loss of $34.1 million, compared with a $16.1 million loss a year earlier. Management attributed the weaker attendance, down 5.0%, mainly to unfavorable weather and lower international visitation, while Adjusted EBITDA fell 14.1% to $58.0 million. For shareholders, the headline revenue, profit and EBITDA measures all declined, and the company repurchased about $92.7 million of stock in the quarter.
Total revenue was $278.3 million, down from $286.9 million, with attendance of 3.22 million guests, down 5.0%.
Net loss was $34.1 million, or $0.69 per diluted share, versus a net loss of $16.1 million, or $0.29 per share, in the prior-year quarter.
Adjusted EBITDA was $58.0 million, down 14.1% from $67.4 million; total revenue per capita rose 2.1% to $86.43.
The company repurchased about 2.6 million shares for $92.7 million in the quarter and a further 1.8 million shares for $64.8 million through May 8, 2026.
Ceva reported first quarter 2026 results for the period ended March 31, 2026, with total revenues of $27.0 million, up 11% year over year, and licensing and related revenues of $17.8 million, up 18%. The company's GAAP net loss widened to $4.5 million, or $0.16 per diluted share, from $3.3 million, or $0.14, a year earlier, and non-GAAP diluted earnings per share fell to $0.04 from $0.06. The filing contains no revenue or earnings guidance for future periods.
Total revenues of $27.0 million, up 11% from the first quarter of 2025; royalty revenues were $9.2 million, roughly flat year over year.
Licensing and related revenues of $17.8 million, up 18%, the highest in three years according to the release.
GAAP net loss of $4.5 million, or $0.16 per diluted share, compared with a net loss of $3.3 million, or $0.14, a year earlier.
Non-GAAP net income of $1.1 million, or $0.04 per diluted share, compared with $1.4 million, or $0.06, in the prior-year quarter.
Constellation Energy reported first-quarter 2026 results with GAAP net income attributable to common shareholders of $1,590 million, or $4.49 per diluted share, up from $118 million, or $0.38 per share, a year earlier. Operating revenues rose to $11,122 million from $6,788 million, and the company reaffirmed its full-year 2026 adjusted operating earnings guidance of $11.00 to $12.00 per share. The results include the Calpine acquisition, completed in January 2026, which the filing cites as a main driver of higher adjusted earnings.
Adjusted (non-GAAP) operating earnings were $2.74 per share, up from $2.14 per share in Q1 2025 (adjusted operating earnings were $972 million versus $673 million)
Operating revenues were $11,122 million versus $6,788 million; GAAP net income attributable to common shareholders was $1,590 million versus $118 million
Full-year 2026 adjusted operating earnings guidance of $11.00 to $12.00 per share was affirmed, not changed
Pin Oak Creek 460 MW natural gas facility reached commercial operation on April 30, 2026; Pastoria 105 MW solar project was commissioned on April 16, 2026
Liquidia reported first-quarter 2026 results, its third consecutive quarter of profitability, with net income of $52.9 million compared with a net loss of $38.4 million a year earlier. Product sales of YUTREPIA reached $129.9 million, and cash and cash equivalents rose to $222.8 million. The filing does not include updated financial guidance, and the company also furnished an updated corporate presentation.
Total revenue was $132.9 million for the quarter ended March 31, 2026, versus $3.1 million a year earlier.
Net income was $52.9 million, or $0.52 per diluted share, versus a net loss of $38.4 million, or $0.45 per share, in Q1 2025.
Adjusted EBITDA was $71.2 million, up from $27.3 million in Q4 2025; cash rose $32.1 million from year-end 2025 to $222.8 million.
Selling, general and administrative expenses rose to $46.9 million from $30.1 million, and research and development expenses rose to $12.6 million from $7.0 million.
Sally Beauty Holdings reported fiscal second-quarter 2026 results for the quarter ended March 31, 2026, with net sales of $903 million, up 2.3%, and GAAP diluted EPS of $0.43, up 13%. The company narrowed its fiscal 2026 net sales guidance to $3.725 billion to $3.750 billion from $3.71 billion to $3.77 billion and kept its other full-year metrics unchanged.
Q2 net sales of $903 million, up 2.3%; consolidated comparable sales rose 1.3%
GAAP diluted EPS of $0.43 versus $0.38 a year earlier; adjusted diluted EPS of $0.44, up 5%
Fiscal 2026 net sales guidance narrowed to $3.725 billion to $3.750 billion; adjusted operating earnings of $328 million to $342 million and adjusted diluted EPS of $2.02 to $2.10 unchanged
Q2 free cash flow of $44 million; $25 million spent on share repurchases and $20 million on term loan repayment
Certara reported first-quarter 2026 revenue of $106.9 million, up 1% from a year earlier, but swung to a net loss of $8.8 million from net income of $4.7 million. The company also completed the $85.0 million cash sale of its medical writing business to Veristat on May 8, 2026, and updated its full-year 2026 revenue guidance to reflect the divestiture.
Revenue was $106.9 million, up 1% from $106.0 million; software rose 7% to $49.7 million and services fell 4% to $57.2 million.
Net loss was $8.8 million, or $0.06 per diluted share, versus net income of $4.7 million, or $0.03 per diluted share, in Q1 2025; adjusted EBITDA fell to $31.7 million from $34.8 million.
Sale of the medical writing business to Veristat closed May 8, 2026, for $85.0 million cash, plus $15.0 million in escrow and up to $35.0 million in earn-out payments.
Full-year 2026 revenue guidance is $395 million to $405 million, including about $18 million from the divested business; adjusted diluted EPS guidance is $0.35 to $0.41.
eXp World Holdings reported first-quarter 2026 revenue of $1.0 billion, up 5% from $954.9 million a year earlier, and a net loss of $5.1 million, down from $11.0 million. Adjusted EBITDA rose 88% to $4.1 million, but net cash from operating activities fell to $20.6 million from $39.8 million. The board also declared a $0.05 per share dividend for the second quarter, and the company issued revenue guidance for the second quarter and full year 2026.
Q1 2026 revenue of $1.0 billion, up 5% from $954.9 million; diluted loss per share of $0.03 versus $0.07
Net cash provided by operating activities of $20.6 million, down from $39.8 million; adjusted operating cash flow of $9.6 million versus $28.2 million
Q2 2026 revenue outlook of $1.36 billion to $1.45 billion; full-year 2026 revenue outlook of $4.85 billion to $5.15 billion
Cash dividend of $0.05 per share declared April 23, 2026, payable June 5, 2026 to holders of record on May 22, 2026
Kodiak reported first-quarter 2026 total revenue of $345.8 million, up from $329.6 million a year earlier, while net income attributable to common shareholders fell to $17.8 million, or $0.20 per diluted share, from $0.33 in the first quarter of 2025. The GAAP result included a $36.5 million loss on extinguishment of debt. The company raised full-year 2026 adjusted EBITDA guidance to $820 million to $860 million to include the Distributed Power Solutions (DPS) acquisition, which closed April 1, 2026.
Total revenues of $345.8 million versus $329.6 million in Q1 2025; Contract Services revenue was a record $307.0 million.
Adjusted net income of $52.0 million, or $0.59 per adjusted diluted share, versus $0.35 in Q1 2025; adjusted EBITDA of $190.1 million.
2026 adjusted EBITDA guidance raised to $820 million to $860 million, incorporating three quarters of DPS.
Total debt was $2.8 billion at March 31, 2026, and the quarter included a $36.5 million loss on extinguishment of debt.
Ur-Energy reported first-quarter 2026 results, with revenue of $3.9 million from 55,000 pounds sold, down from 165,000 pounds in Q4 2025. The average sales price rose to $70.98 per pound and cash costs fell, but Q4 2025 product profit was $1.5 million against $1.2 million in Q1 2026, and unrestricted cash was $122.8 million at March 31, 2026.
Q1 2026 revenue was $3.9 million on 55,000 pounds sold, versus $10.4 million on 165,000 pounds in Q4 2025; no pounds were sold in Q1 2025.
Average sales price rose to $70.98 per pound from $63.20 in Q4 2025, and cash cost per pound sold fell to $37.51 from $42.94.
Pounds captured rose 41% over Q4 2025 to 110,314 pounds, and Shirley Basin began initial operations in April 2026, with first resin shipments expected this summer subject to regulatory approval.
Unrestricted cash was $122.8 million at March 31, 2026, and $107.5 million at April 30, 2026.
Townsquare Media reported first-quarter 2026 net revenue of $96.8 million, down 1.9% from a year earlier, and Adjusted EBITDA of $16.4 million, down 9.7%. Net income rose to $3.0 million from a net loss of $1.5 million, primarily because of a $12.6 million larger income tax benefit, and the company reaffirmed its full-year 2026 guidance. For shareholders, the revenue and Adjusted EBITDA declines are the core operating measures, while the swing to profit came largely from taxes.
Net revenue was $96.8 million, down 1.9%; Digital Advertising revenue rose 6.8% to $39.3 million, while Broadcast Advertising fell 6.6%
Adjusted EBITDA was $16.4 million, down 9.7%; diluted earnings per share were $0.16 versus a loss of $0.12 a year earlier
Full-year 2026 guidance reaffirmed at $420 million to $440 million net revenue and $87 million to $93 million Adjusted EBITDA; second-quarter guidance is $114 million to $116 million net revenue and $24 million to $25 million Adjusted EBITD
Board approved a quarterly cash dividend of $0.20 per share, payable August 3, 2026 to holders of record as of July 27, 2026
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