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).
Vyome Holdings reported first quarter 2026 results, with revenue of $31,591 compared with $198,581 a year earlier. The company reported a net loss attributable to common shareholders of about $963,000, or $0.15 per share, and cash of $8.8 million at March 31, 2026, up from $5.0 million at December 31, 2025, which the company attributes to a January 2026 share sale.
Q1 2026 revenue was $31,591, down from $198,581 in Q1 2025
Net loss attributable to common shareholders was about $963,000, or $0.15 per share, versus a net loss of $293,974 in Q1 2025
Cash and cash equivalents were about $8.8 million at March 31, 2026, up from about $5.0 million at December 31, 2025
On January 27, 2026, the company raised about $5.29 million by selling 1,089,545 shares at an average of $5.00 per share
Universal Corporation reported a fourth-quarter fiscal 2026 loss of $1.73 per diluted share, compared with earnings of $0.37 per share a year earlier, after a $41.1 million non-cash goodwill impairment tied to its Shank's operation and higher tobacco inventory write-downs. For the full fiscal year, sales were $2.92 billion, down 1%, while diluted earnings per share fell to $1.30 from $3.78, which shareholders should weigh against the company's stated expectation that its uncommitted tobacco inventories will return to target range in fiscal 2027.
Fourth quarter: operating loss of $15.0 million versus operating income of $42.8 million a year earlier; diluted EPS of $(1.73) versus $0.37
Fiscal 2026: sales and other operating revenue of $2.92 billion, down 1%; diluted EPS of $1.30 versus $3.78; adjusted diluted EPS of $2.64 versus $4.63 (non-GAAP)
Goodwill impairment of $41.1 million for Shank's, and tobacco inventory write-downs of $43.4 million in the Tobacco Operations segment for the year
Uncommitted tobacco inventory was 27% at March 31, 2026, outside the target range; the company expects it to be within range during fiscal 2027
Kohl's reported first-quarter fiscal 2026 results for the period ended May 2, 2026, with net sales down 1.7% and comparable sales down 1.1%. The company posted a net loss of $14 million, or $0.13 per diluted share, versus a $15 million loss, or $0.13 per share, a year earlier, and it affirmed its full-year 2026 outlook, which includes net sales of flat to down 2% and adjusted diluted EPS of $1.00 to $1.60.
Net sales decreased 1.7% to $3.0 billion; comparable sales decreased 1.1%
Operating income was $46 million, compared with $60 million a year earlier
Net loss was $14 million, or $0.13 per diluted share, versus $15 million, or $0.13, in the prior year
Full-year 2026 outlook affirmed; quarterly dividend of $0.125 per share payable June 24, 2026
U-Haul Holding Company reported net earnings available to shareholders of $83.1 million for the fiscal year ended March 31, 2026, down from $367.1 million a year earlier, and a fourth-quarter net loss of $127.8 million, compared with a $82.3 million loss in the same quarter of fiscal 2025. The company's chairman attributed the weaker results to losses on disposal of rental equipment, fleet depreciation, and costs tied to built but unrented storage units, and the board authorized a $350 million share repurchase plan on May 22, 2026.
Fiscal 2026 earnings available to shareholders were $83.1 million, versus $367.1 million in fiscal 2025.
Fourth-quarter net loss available to shareholders was $127.8 million, versus a $82.3 million loss a year earlier.
Fourth-quarter consolidated revenue was $1,271.8 million, up from $1,233.5 million.
On May 22, 2026, the board authorized a $350 million share repurchase plan across both share classes.
Kailera Therapeutics reported a first-quarter 2026 net loss of $78.9 million, up from $18.0 million a year earlier, as research and development expenses rose to $70.9 million from $10.1 million. The company said its cash, cash equivalents and marketable securities of $581.9 million, plus $718.8 million in gross IPO proceeds, will fund operations into mid-2028, and the filing reports no revenue for the period.
Net loss was $78.9 million for the quarter ended March 31, 2026, compared with $18.0 million a year earlier.
R&D expenses were $70.9 million versus $10.1 million, a $60.7 million increase tied to product candidate development and related costs.
General and administrative expenses were $13.8 million versus $10.3 million.
Cash, cash equivalents and marketable securities totaled $581.9 million at March 31, 2026, and are expected to fund operations into mid-2028.
Hovnanian reported preliminary fiscal second-quarter 2026 results for the period ended April 30, 2026, with revenue of $667.6 million, down from $686.5 million a year earlier. The company posted a net loss of $0.6 million, compared with net income of $19.7 million in the prior-year quarter, as homebuilding margins fell. It also issued third-quarter guidance, which points to revenue of $650 million to $750 million and adjusted EBITDA of $30 million to $40 million.
Q2 revenue of $667.6 million, versus $686.5 million a year earlier; the company said this was within its guidance range.
Net loss of $0.6 million, or $0.46 per diluted share, versus net income of $19.7 million, or $2.43 per diluted share, a year earlier.
Homebuilding gross margin percentage, after cost of sales interest and land charges, was 10.2%, versus 13.8% a year earlier.
Third-quarter fiscal 2026 guidance: total revenues of $650 million to $750 million and adjusted EBITDA of $30 million to $40 million.
Hemab Therapeutics reported a first quarter 2026 net loss of $22.7 million, or $23.98 per share, up from $15.3 million, or $16.18 per share, a year earlier, as research and development spending rose. The company completed an upsized IPO in May 2026 at $18.00 per share, raising gross proceeds of $346.7 million, and says its cash and the expected net proceeds of about $317.2 million will fund operations into 2029.
Q1 2026 net loss was $22.7 million, or $23.98 per share, versus $15.3 million, or $16.18 per share, in Q1 2025
Research and development expenses rose to $19.5 million from $14.1 million; general and administrative expenses rose to $4.2 million from $2.5 million
Cash, cash equivalents and marketable securities were $163.5 million at March 31, 2026, down from $185.5 million at December 31, 2025
IPO of 19,262,500 shares at $18.00 per share raised gross proceeds of $346.7 million; common stock began trading on Nasdaq as COAG
Sypris Solutions reported first-quarter 2026 revenue of $25.8 million, down from $29.5 million a year earlier, and a net loss of $4.1 million, or $0.18 per share, compared with a net loss of $0.9 million, or $0.04 per share, in the prior-year period. Management said material availability issues and customer design changes affected results, while Sypris Electronics orders rose sharply and the company expects conditions to improve through 2026.
Revenue was $25.8 million for the quarter ended April 5, 2026, versus $29.5 million a year earlier.
Net loss was $4.1 million, or $0.18 per share, versus $0.9 million, or $0.04 per share, in the prior-year period.
Sypris Electronics orders rose 28% year-over-year and 269% sequentially, but its gross result was a $0.6 million loss versus a $1.3 million profit a year earlier.
Sypris Technologies revenue was $12.4 million, down from $13.6 million, reflecting commercial vehicle market weakness; management said the downturn appears to be nearing an end.
Pioneer Power Solutions reported first-quarter 2026 results that show revenue down 36.7% from a year earlier, driven by lower sales and rentals of its e-Boost mobile EV charging systems. The net loss rose to $2.5 million, or $0.23 per share, from $929,000, or $0.09 per share, in the prior-year quarter, which included $1.1 million of discontinued operations income. Shareholders also face a lower cash balance of $13.6 million, though backlog rose to $13.9 million.
Revenue was $4.3 million, down 36.7% from $6.7 million in the first quarter of 2025.
Gross margin was 13.6%, up from 2.2% a year earlier; operating loss narrowed to $2.0 million from $2.3 million.
Net loss was $2.5 million, or $0.23 per share, compared with $929,000, or $0.09 per share, a year earlier.
Backlog was $13.9 million at March 31, 2026, up from $12.6 million at December 31, 2025; cash was $13.6 million, down from $15.0 million.
ProKidney reported first-quarter 2026 results, with its net loss before noncontrolling interest widening to $42.6 million from $38.0 million a year earlier and revenue of $226 thousand against $230 thousand. The company also updated its Phase 3 PROACT 1 statistical powering assumption for the eGFR slope analysis to 80%, and said its cash supports operations into mid-2027, which matters to shareholders because the company's cash balance is declining while it funds the pivotal study.
Q1 2026 net loss before noncontrolling interest was $42.6 million, versus $38.0 million in Q1 2025; net loss per Class A share was $(0.14), versus $(0.13)
R&D expenses rose to $33.8 million from $27.3 million, driven mainly by PROACT 1 clinical study and manufacturing costs; G&A fell to $11.3 million from $14.4 million
Cash, cash equivalents and marketable securities totaled $224.9 million at March 31, 2026, down from $270.0 million at December 31, 2025; the company expects this to fund operations into mid-2027
PROACT 1 enrollment for the accelerated approval analysis is on track for mid-2026, with pivotal topline results expected in Q2 2027
FGI Industries reported first-quarter 2026 results, with revenue down 8.2% year over year to $30.5 million and a net loss attributable to shareholders of $1.0 million, or $0.50 per diluted share, versus $0.33 a year earlier. The company reaffirmed its fiscal 2026 guidance of $134-141 million in net revenue, so shareholders see weaker first-quarter sales and a wider per-share loss, with no change to the full-year outlook.
Revenue of $30.5 million, down 8.2% from $33.2 million in Q1 2025; sanitaryware revenue fell 20.0% to $16.1 million
Operating loss narrowed to $0.7 million from $1.3 million, mainly from lower selling and distribution costs
Net loss attributable to shareholders was $1.0 million, or $0.50 per diluted share, versus $0.6 million, or $0.33 per share, a year earlier
Fiscal 2026 guidance reaffirmed: net revenue of $134-141 million; cash of $2.7 million and total liquidity of $7.9 million at March 31, 2026
Harte Hanks reported first quarter 2026 results, with revenue of $37.3 million, down 10.3% from $41.6 million a year earlier. The company posted an operating loss of $768 thousand and a net loss of $0.6 million, or $0.08 per share, compared with a net loss of $0.4 million, or $0.05 per share, in the prior-year quarter, so shareholders saw both lower sales and a larger loss.
Q1 2026 revenue was $37.3 million, down 10.3% from $41.6 million in Q1 2025.
Operating loss was $768 thousand, compared with a $40 thousand loss a year earlier.
Net loss was $0.6 million, or $0.08 per basic and diluted share, versus $0.4 million, or $0.05 per share, in Q1 2025.
Cash was $4.5 million at March 31, 2026, with no outstanding debt and $24.3 million of credit line capacity.
SoundThinking reported first-quarter 2026 revenue of $24.2 million, down 15% from $28.3 million a year earlier, and a GAAP net loss of $7.0 million, compared with $1.5 million in the same quarter of 2025. The company reaffirmed its full-year 2026 revenue guidance of $109.0 million to $111.0 million, but the weaker quarter and larger loss show shareholders a slower start to the year.
Revenue was $24.2 million versus $28.3 million; Q1 2025 included about $3.5 million in catch-up revenue from renewing two delayed New York City Police Department contracts.
GAAP net loss was $7.0 million, or $(0.54) per share, compared with $1.5 million, or $(0.12) per share, a year earlier.
Adjusted EBITDA was negative $0.1 million, compared with $4.5 million in the first quarter of 2025.
Full-year 2026 revenue guidance of $109.0 million to $111.0 million was reaffirmed, even without a ShotSpotter contract renewal in Chicago.
Intellinetics reported first-quarter 2026 total revenue of $3.9 million, down 8.0% from a year earlier, as professional services revenue fell 14.3%. The net loss widened to $1.2 million, or $0.27 per share, from $0.7 million, or $0.17 per share, and included about $430,000 in non-recurring CEO transition costs. Management still expects double-digit year-over-year SaaS growth for fiscal 2026.
Total revenue was $3,909,182, down 8.0%; SaaS revenue rose 0.1% to $1.5 million
Net loss of $1,177,853 ($0.27 per share) compared with $727,565 ($0.17 per share) a year earlier
Adjusted EBITDA loss of $287,650 versus an Adjusted EBITDA profit of $76,589 in Q1 2025
Cash was approximately $2.1 million at March 31, 2026; management expects double-digit SaaS growth in 2026
For the fiscal second quarter ended March 31, 2026, Live Ventures reported revenue of $102.9 million, down 3.8% from $107.0 million, and a net loss of $2.4 million, or $0.80 per diluted share, compared with net income of $15.9 million, or $5.05 per diluted share, a year earlier. The prior-year result included a $22.8 million gain on a seller note modification, and this year's results include a non-cash goodwill impairment of about $4.0 million in the Steel Manufacturing segment, which shareholders should weigh against the company's operating improvements in other segments.
Revenue was $102.9 million, compared with $107.0 million in the prior-year quarter, with Retail-Flooring revenue down about $7.2 million.
Operating loss was $2.0 million, compared with operating income of $2.1 million, including the $4.0 million goodwill impairment.
Net loss was $2.4 million, or $0.80 per diluted share, including a $1.4 million Employee Retention Credit gain.
Adjusted EBITDA was $5.9 million, down from $6.4 million a year earlier.
Versant Media Group reported first-quarter 2026 results on May 14, its first quarter as an independent company after its separation from Comcast on January 2, 2026. Revenue fell 1.1% to $1.69 billion, net income fell 22.1% to $286 million, and Adjusted EBITDA fell 7.0% to $704 million, as declines in linear distribution and advertising outweighed growth in Platforms and content licensing. The company also repurchased $100 million of Class A shares in the quarter and plans a $100 million accelerated share repurchase.
Revenue of $1.69 billion, down 1.1% from $1.71 billion; linear distribution fell 7.3% and advertising fell 5.2%
Net income of $286 million versus $367 million a year earlier; diluted EPS of $1.99 versus $2.55
Free Cash Flow of $558 million; $100 million of shares repurchased during the quarter
Second quarterly dividend of $0.375 per share, payable July 22, 2026; planned $100 million accelerated share repurchase starting May 15, 2026
AIRO Group Holdings reported first quarter 2026 results on May 14, 2026, with revenue of $8.9 million, down from $11.8 million a year earlier, and a net loss of $15.5 million, compared with $2.0 million. The company reiterated its full-year 2026 revenue growth outlook of 15% to 25% and introduced full-year 2026 Adjusted EBITDA guidance in the negative mid- to high-teens dollar range, while also evaluating strategic alternatives for its Training segment. For shareholders, the weaker quarter and projected adjusted loss mean the revenue growth target depends on the drone backlog converting to sales over the next 12 months.
Revenue was $8.9 million versus $11.8 million in Q1 2025; gross margin was 26.6% versus 58.8%.
Net loss was $15.5 million versus $2.0 million; operating loss was $17.2 million versus $3.1 million.
Full-year 2026 revenue growth of 15% to 25% reiterated; new Adjusted EBITDA guidance in the negative mid- to high-teens dollar range.
Drone backlog exceeded $150 million as of April 30, 2026; cash totaled $54.2 million as of March 31, 2026.
Investcorp Credit Management BDC reported a net decrease in net assets from operations of $8.6 million, or $0.60 per share, for the quarter ended March 31, 2026, compared with a net increase of $2.2 million, or $0.15 per share, a year earlier. Net asset value per share fell to $3.65 from $4.25 at December 31, 2025, and no distribution was paid, versus $0.12 per share in the prior-year quarter.
Net decrease in net assets from operations was $8.6 million ($0.60 per share), versus a net increase of $2.2 million ($0.15 per share) in the same quarter of 2025.
Net asset value per share fell $0.60 to $3.65; total net assets were $52.7 million, down from $61.3 million at December 31, 2025.
Net investment income before taxes was $0.3 million ($0.02 per share), compared with $0.7 million a year earlier; distributions paid were $0.00 per share.
On March 30, 2026, the company refinanced its 4.875% Notes with new unsecured notes from an affiliate of its investment adviser, bearing SOFR plus 5.5% and maturing July 1, 2029; the Capital One revolving facility was cut from $100 million
Armlogi reported results for the quarter and first nine months ended March 31, 2026. Third-quarter revenue fell 9.1% to $41.7 million and the quarterly net loss widened to $5.1 million from $3.8 million, while nine-month revenue rose 2.3% to $142.7 million and the nine-month net loss grew to $15.4 million from $10.1 million. The filing shows weaker profitability and lower cash for shareholders, with the company attributing the quarterly gross loss partly to temporary labor costs from an inventory reorganization at its California warehouses.
Q3 revenue of $41.7 million, down 9.1% from $45.8 million; transportation services revenue fell 19.1% to $23.1 million.
Q3 gross loss of $1.9 million (gross margin of -4.5%) versus a gross profit of $0.3 million a year earlier; temporary labor costs of approximately $1.3 million tied to the California inventory reorganization.
Nine-month revenue rose 2.3% to $142.7 million, with warehousing services revenue up 19.9% to $55.5 million.
Cash and restricted cash totaled $7.1 million as of March 31, 2026, compared with $13.6 million as of June 30, 2025.
Eledon Pharmaceuticals reported a first quarter 2026 net loss of $39.0 million, or $0.33 per share, up from $6.5 million, or $0.08 per share, a year earlier. The loss was driven mainly by a $19.0 million non-cash charge from changes in the fair value of warrant liabilities, and cash, cash equivalents and short-term investments fell to $111.1 million, which the company says will fund operations into 2Q 2027.
Net loss was $39.0 million for the quarter ended March 31, 2026, versus $6.5 million a year earlier, including a $19.0 million non-cash warrant fair value loss compared with a $10.1 million gain in 2025.
Excluding warrant fair value changes, the net loss was $20.1 million, compared with $16.6 million in the first quarter of 2025.
Research and development expenses rose to $17.2 million from $13.5 million, while general and administrative expenses fell to $4.0 million from $4.4 million.
Cash and short-term investments totaled $111.1 million at March 31, 2026, down from $133.3 million at December 31, 2025.
Aytu BioPharma reported fiscal 2026 third-quarter net revenue of $12.4 million, down from $18.5 million a year earlier, and a net loss of $5.6 million, compared with net income of $4.0 million in the prior-year quarter. The company attributed the revenue decline mainly to lower ADHD Portfolio and Pediatric Portfolio sales as its marketing shifted toward the newly launched EXXUA, which contributed $2.4 million.
Net revenue was $12.4 million versus $18.5 million in Q3 fiscal 2025; ADHD Portfolio fell to $9.1 million from $15.4 million.
EXXUA net revenue was $2.4 million; the product was made commercially available in mid-December 2025 and formally launched in mid-January 2026.
Net loss was $5.6 million, or $0.53 per basic share, versus net income of $4.0 million, or $0.65 per basic share; the result includes a $1.3 million derivative warrant liability loss.
Adjusted EBITDA was $(2.8) million versus $3.9 million a year earlier; cash and cash equivalents were $26.7 million at March 31, 2026.
Protara Therapeutics reported a first-quarter 2026 net loss of $17.8 million, or $0.31 per share, up from $11.9 million, or $0.29 per share, a year earlier. The filing reports no revenue, and the loss widened as research and development and general and administrative expenses rose, but the company said its $177.4 million in cash and marketable securities should fund operations into 2028.
Net loss of $17.8 million, or $0.31 per share, for the quarter ended March 31, 2026, versus $11.9 million, or $0.29 per share, a year earlier
Research and development expenses rose to $13.6 million from $9.1 million, mainly due to ADVANCED-2 trial costs and ADVANCED-3 start-up costs
Cash, cash equivalents and marketable debt securities totaled $177.4 million as of March 31, 2026, expected to support operations into 2028
The company intends to submit a Biologics License Application for TARA-002 in lymphatic malformations in the second half of 2027
Upstream Bio reported a first-quarter 2026 net loss of $40.6 million, up from $27.3 million a year earlier, as research and development spending rose to $36.6 million. The company also said it will cap enrollment in its Phase 2 COPD trial and now expects data in the second half of 2027, while cash and short-term investments of $294.6 million are expected to fund operations through 2027.
Net loss was $40.6 million for the quarter ended March 31, 2026, compared with $27.3 million a year earlier.
Research and development expenses rose to $36.6 million from $25.8 million, driven by verekitug clinical and manufacturing costs.
Collaboration revenue was $1.0 million, compared with $0.6 million a year earlier.
Enrollment in the Phase 2 VENTURE COPD trial will be capped, with data now expected in the second half of 2027; Phase 3 starts in severe asthma and CRSwNP are expected in Q1 2027.
The Eastern Company reported first-quarter 2026 results for the period ended April 4, 2026. Net sales fell 5.7% from a year earlier and net income dropped to $0.6 million, or $0.11 per diluted share, from $1.9 million, or $0.31, with management citing unfavorably priced racks contracts and lower returnable packaging volume. The company reduced debt by $1.0 million and expects the racks impact to be largely behind it by the end of the second quarter.
Net sales were $59.7 million, down 5.7% from $63.3 million in the first quarter of 2025.
Net income was $0.6 million, or $0.11 per diluted share, versus $1.9 million, or $0.31, a year earlier.
Adjusted EBITDA was $3.0 million, compared with $4.6 million, a decrease of about 35%.
Backlog was $82.2 million as of April 4, 2026, up from $81.1 million at January 3, 2026.
Atea Pharmaceuticals reported a first-quarter 2026 net loss of $45.4 million, or $0.57 per share, up from $34.3 million, or $0.40 per share, a year earlier. Research and development spending rose to $41.1 million, driven by Phase 3 hepatitis C trial costs, and cash, cash equivalents and marketable securities fell to $256.0 million from $301.8 million at December 31, 2025. The filing reports no revenue, and the company said its two hepatitis C Phase 3 topline readouts are expected in mid-2026 and around year-end 2026.
Net loss was $45.4 million ($0.57 per share) for the three months ended March 31, 2026, versus $34.3 million ($0.40 per share) a year earlier.
Research and development expenses increased $11.6 million to $41.1 million; general and administrative expenses decreased $2.6 million to $6.9 million.
Cash, cash equivalents and marketable securities were $256.0 million at March 31, 2026, down from $301.8 million at December 31, 2025.
C-BEYOND Phase 3 topline results are expected mid-2026; C-FORWARD topline results are expected around year-end 2026.
Palisade Bio reported a first-quarter 2026 net loss of $9.6 million, up from $2.2 million a year earlier, as research and development and general and administrative expenses rose sharply. The company had $132.6 million in cash and cash equivalents at March 31, 2026, and said it expects that cash to fund operations through its Phase 2 ulcerative colitis and Crohn's disease readouts, but the filing reports no revenue and a much larger loss for shareholders.
Net loss was $9.6 million, or $0.05 per share, for the three months ended March 31, 2026, versus $2.2 million, or $0.47 per share, a year earlier.
Research and development expenses rose to $6.4 million from $1.0 million; general and administrative expenses rose to $4.4 million from $1.4 million.
Cash and cash equivalents were $132.6 million at March 31, 2026, down from $133.4 million at December 31, 2025.
Phase 2 ulcerative colitis trial initiation is targeted for Q3 2026, and the Phase 2 UC readout is expected in 2H 2027.
IZEA Worldwide reported first-quarter 2026 revenue of $6.6 million, down $1.4 million (18%) from $8.0 million a year earlier, and a net loss of $0.8 million, or $(0.04) per share, versus a net loss of $0.1 million, or $(0.01) per share. The company said the revenue decline mainly reflects exiting small and mid-size business accounts, and it attributed lower bookings to contract timing at large enterprise clients.
Revenue was $6.6 million, down 18% from $8.0 million, driven mainly by shedding small, unprofitable SMB accounts.
Managed Services bookings declined 17% to $6.3 million, which the company said primarily reflects contract timing within several large enterprise accounts.
Net loss was $0.8 million, or $(0.04) per share, compared with a net loss of $0.1 million, or $(0.01) per share, a year earlier.
Cash and cash equivalents were $46.5 million at March 31, 2026, down $4.4 million during the quarter, and the company has no outstanding long-term debt.
Immunome reported first-quarter 2026 results with no collaboration revenue, compared with $2.9 million a year earlier. Its net loss widened to $53.8 million from $41.6 million as research and development and general and administrative costs rose. The company said it submitted a New Drug Application for varegacestat to the FDA in April 2026 and expects its $582.7 million in cash to fund operations into 2028.
Net loss was $53.8 million for the quarter ended March 31, 2026, versus $41.6 million a year earlier.
Collaboration revenue was $0 versus $2.9 million in the first quarter of 2025.
Research and development expenses were $46.4 million, up from $36.9 million; general and administrative expenses were $13.0 million, up from $10.7 million.
Net loss per share was $0.48, compared with $0.52, on 113,136,836 weighted-average shares versus 79,410,354 a year earlier.
Curis reported a first-quarter 2026 net loss of $24.2 million, or $1.25 per share, compared with $10.6 million, or $1.25 per share, a year earlier. Revenue fell to zero after the company sold its Erivedge royalties to Oberland in the fourth quarter of 2025, and a change in the fair value of a warrant liability drove most of the larger loss. The company says its planned operations into the second half of 2027 depend on warrant exercises tied to a clinical milestone.
Q1 2026 revenue was zero, compared with $2.4 million in Q1 2025, after the Erivedge royalty sale to Oberland.
Other expense was $12.7 million, mainly from the change in fair value of the warrant liability tied to the January 2026 PIPE Financing, versus $0.5 million a year earlier.
Cash and cash equivalents were $15.0 million at March 31, 2026; the filing states the company does not have sufficient cash to support operations for the next 12 months.
Up to $20.2 million from Series B warrant exercises depends on announcing dosing of the fifth CLL patient, which is expected later this year.
Broadwind reported first quarter 2026 revenue of $34.1 million, down 7.5% from $36.8 million a year earlier, and a net loss of $0.5 million, or $0.02 per share, versus a $0.4 million loss in the prior year. Revenue fell mainly because Heavy Fabrications sales dropped 35%, while orders rose 23% and the company said it is exiting the wind tower business and selling its Abilene facility.
Q1 2026 revenue was $34.1 million, down from $36.8 million; Adjusted EBITDA was $2.2 million, down from $2.4 million
Net loss was $0.5 million ($0.02 per diluted share), compared with a $0.4 million loss ($0.02 per share) in Q1 2025
Total orders rose 23% to $37.4 million; Industrial Solutions and Gearing revenue grew 64% and 42%, respectively
Net proceeds of approximately $17.2 million from the April 2026 sale of the Abilene facility; the company expects to exit the wind market in September 2026
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.
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.
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.
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
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.
Arbor Realty Trust reported first quarter 2026 GAAP net income of $0.6 million, or $0.00 per diluted share, down from $30.4 million, or $0.16, a year earlier. Distributable earnings were $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28, and the company also declared a $0.17 per share quarterly dividend. The sharp drop in earnings matters to shareholders because it comes with $22.9 million of net realized losses from resolving certain legacy assets.
GAAP net income of $0.6 million, or $0.00 per diluted share, versus $30.4 million, or $0.16, in Q1 2025
Distributable earnings of $14.4 million, or $0.07 per diluted share, versus $57.3 million, or $0.28; excluding $22.9 million of net realized losses, $0.18 per share
Board declared a quarterly cash dividend of $0.17 per share, payable June 5, 2026 to holders of record May 22, 2026
Purchased $30.7 million of stock at an average price of $7.46 per share, or 66% of book value
Ultralife reported first-quarter 2026 sales of $47.4 million, down 6.5% from $50.7 million a year earlier, and an operating loss of $0.2 million compared with operating income of $3.4 million. The company cited a power outage, lost production days at its Raynham, MA facility, and weak Communications Systems orders, and said its record backlog of $115.1 million gives it a basis to restore profitability in 2026.
Sales were $47.4 million versus $50.7 million; Communications Systems sales fell 25.7% to $3.3 million.
GAAP EPS was ($0.03) versus $0.11, and adjusted EBITDA was $3.2 million versus $5.4 million.
Operating result included one-time costs of $1.7 million; gross margin fell to 21.3% from 25.1%.
Backlog reached $115.1 million, up from $110.2 million at the end of 2025.
Sylvamo reported a first-quarter 2026 net loss of $3 million, or $0.08 per diluted share, compared with net income of $27 million a year earlier. Net sales fell to $755 million from $821 million, and adjusted EBITDA dropped to $29 million from $90 million, which the company attributed to a transition year with capacity constraints, lower sales volume and higher costs. The company also declared a $0.45 dividend for the second quarter and did not provide new full-year guidance in the release.
Net loss of $3 million, or $0.08 per diluted share, versus net income of $27 million, or $0.65 per diluted share, in Q1 2025
Net sales of $755 million versus $821 million in Q1 2025 and $890 million in Q4 2025
Adjusted EBITDA of $29 million (4% margin) versus $90 million (11% margin) in Q1 2025; free cash flow was negative $59 million
Board declared a $0.45 dividend for the second quarter, paid April 28
Treace Medical Concepts reported first quarter 2026 revenue of $47.2 million, down 10% from $52.6 million a year earlier, and a net loss of $18.0 million, or $0.28 per share, compared with $15.9 million, or $0.25 per share, in the first quarter of 2025. The company reaffirmed its full-year 2026 revenue guidance of $202 million to $212 million, a decline of 5% to 0%, so shareholders face weaker sales and a wider loss this quarter, though the outlook was not cut.
First quarter 2026 revenue was $47.2 million, down 10% from $52.6 million in the first quarter of 2025.
Net loss was $18.0 million, or $0.28 per share, versus $15.9 million, or $0.25 per share, a year earlier.
Full-year 2026 revenue guidance of $202 million to $212 million was reaffirmed, with an Adjusted EBITDA loss expected in the range of $4.0 million to $6.0 million.
Cash, cash equivalents and marketable securities totaled $51.9 million as of March 31, 2026, and the credit facility provides an additional $115 million subject to conditions.
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.
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.
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.
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.
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
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.
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.
PubMatic reported first-quarter 2026 revenue of $62.6 million, down from $63.8 million a year earlier, and a GAAP net loss of $12.5 million, or $0.27 per diluted share, versus a $9.5 million loss, or $0.20 per share, in the prior-year quarter. Adjusted EBITDA fell to $2.6 million from $8.5 million, though management said results exceeded its own guidance and gave second-quarter guidance of $68 million to $70 million in revenue.
Q1 2026 revenue was $62.6 million, compared with $63.8 million in Q1 2025.
GAAP net loss was $12.5 million, or $(0.27) per diluted share, compared with $9.5 million, or $(0.20) per share, a year earlier.
Adjusted EBITDA was $2.6 million (4% margin), compared with $8.5 million (13% margin) in Q1 2025.
For Q2 2026, the company expects revenue of $68 million to $70 million and adjusted EBITDA of $8.0 million to $10.0 million.
Coinbase reported first-quarter 2026 total revenue of $1.4 billion, down 21% from the prior quarter and 31% from a year earlier, and a net loss of $394 million. Adjusted EBITDA was $303 million, the 13th straight positive quarter, while the company cut expenses and said it expects about 14% headcount reduction and a one-time $50-60 million restructuring expense in the second quarter.
Q1 2026 total revenue was $1.4 billion (down 21% Q/Q, down 31% Y/Y); net loss was $394 million, versus a $667 million loss in Q4 2025.
Adjusted EBITDA was $303 million; subscription and services revenue was $584 million, 44% of net revenue.
Q2 2026 outlook includes subscription and services revenue of $565-$645 million and a one-time restructuring expense of about $50-$60 million.
Management plans a 14% headcount reduction to about 4,300 continuing employees, from 4,988 at the end of Q1.
Fortune Brands reported first-quarter 2026 net sales of $1.0 billion, down 2.1% from a year earlier, and GAAP diluted EPS of $0.20, down 51.8%. The company lowered its 2026 EPS before charges/gains guidance to $3.00 to $3.30 from $3.35 to $3.65 and changed its net sales outlook to down low single digits from flat to 2.0% growth, citing increased commodity inflation and more cautious consumer sentiment. For shareholders, the lower outlook and $42.4 million of governance advisory and leadership transition charges weigh on near-term earnings.
Q1 2026 net sales were $1,011.3 million, down 2.1%; GAAP operating margin was 6.0%, down 340 bps
GAAP diluted EPS was $0.20 versus $0.42 a year earlier; EPS before charges/gains was $0.53, down 19.7%
2026 EPS before charges/gains guidance cut to $3.00 to $3.30 from $3.35 to $3.65
Operating cash flow was $(119.2) million and free cash flow $(139.5) million in Q1; net debt was $2.5 billion, or 2.9x EBITDA before charges/gains
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