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).
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
BT Brands terminated its September 2, 2025 merger agreement with Aero Velocity Inc. on May 1, 2026, citing the failure of the registration statement to be declared effective by the SEC and the absence of a closing by April 30, 2026. On May 4, 2026, Aero's counsel asserted the termination was invalid, and BT Brands disputes that claim, so the outcome of the disagreement is uncertain for shareholders.
Termination notice delivered May 1, 2026 under Section 7.1(b) of the merger agreement
Company does not believe any termination fee or material early termination penalty is payable
Aero counsel letter dated May 4, 2026 asserts the termination was invalid; company disputes this
Merger would have converted Aero shares into BT Brands Series A Preferred Stock
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.
Upwork announced a restructuring plan to cut its total workforce by about 24%, with execution expected to be substantially complete in the fourth quarter of 2026. The company also reported first-quarter 2026 revenue of $195.5 million, up 1%, while GAAP net income fell 17% to $31.5 million, and it raised its full-year 2026 adjusted EBITDA guidance.
Workforce reduction of about 24%, expected to be substantially complete in Q4 2026
Estimated pre-tax restructuring charges of $16 million to $23 million, mostly in Q2 2026 and mostly cash
Q1 2026 revenue $195.5 million, up 1%; GAAP net income $31.5 million, down 17%; GAAP diluted EPS $0.24 vs. $0.27
Full-year 2026 adjusted EBITDA guidance $250 million to $260 million, raised per the press release
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
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.
WillScot reported first quarter 2026 revenue of $549 million, down from $560 million a year earlier, and net income of $28 million, down from $43 million. The company nonetheless raised its full year 2026 outlook to $2.250 billion in revenue and $915 million in Adjusted EBITDA, citing improving demand from larger projects, while saying it has not seen improved demand across local markets.
Q1 2026 revenue $549 million vs. $560 million in Q1 2025; diluted EPS $0.15 vs. $0.23
Adjusted EBITDA $211 million vs. $229 million; Adjusted EBITDA margin 38.5% vs. 40.9%
2026 outlook raised to $2.250 billion revenue, $915 million Adjusted EBITDA and $325 million Net CAPEX
Total debt reduced by $76 million in the quarter to $3.514 billion
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.
Clarus reported first quarter 2026 sales of $61.9 million, up 2.5%, and a net loss of $3.3 million, narrower than the $5.2 million loss a year earlier. The company also lowered its fiscal 2026 sales and adjusted EBITDA outlook and said its Board has started a review of strategic alternatives, including a possible sale of all or part of the business. The guidance cut and the review add uncertainty for shareholders, while the company reported no debt at March 31, 2026.
Q1 2026 sales were $61.9 million, up from $60.4 million; net loss narrowed to $3.3 million ($0.09 per diluted share) from $5.2 million ($0.14).
FY2026 sales outlook lowered to $245 million to $255 million from $255 million to $265 million; adjusted EBITDA outlook lowered to about $3 million to $5 million from $9 million to $11 million.
Board initiated a review of strategic alternatives with no deadline; Jefferies LLC retained as financial advisor.
Cash totaled $29.8 million at March 31, 2026, compared with $36.7 million at December 31, 2025; the company reported no debt at either date.
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.
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.
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.
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.
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
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.
CarGurus reported first-quarter 2026 revenue of $243.6 million, up 15% from a year earlier, and non-GAAP Adjusted EBITDA from continuing operations of $80.2 million, up 17%. GAAP net income from continuing operations fell 23% to $32.2 million after $19.7 million of impairments, and the company repurchased $175 million of shares in the quarter. The company also issued second-quarter and full-year 2026 guidance, which calls for revenue of $247.0 million to $252.0 million in the second quarter.
Q1 2026 revenue was $243.6 million, up 15% year over year; GAAP net income from continuing operations was $32.2 million, down 23%
GAAP diluted EPS from continuing operations was $0.34 versus $0.40 a year earlier; non-GAAP Adjusted EBITDA margin was 33%
Impairments of $19.7 million were recorded in the quarter
Q2 2026 guidance: revenue of $247.0 million to $252.0 million and non-GAAP EPS from continuing operations of $0.57 to $0.64; full-year revenue growth guided to 10% to 13%
Fox Factory reported first-quarter fiscal 2026 net sales of $368.7 million, up 3.9%, and a net loss of $15.0 million, versus a $259.7 million loss a year earlier that included a $262.1 million goodwill impairment. Adjusted EBITDA fell to $35.7 million from $39.6 million, and the company reaffirmed its full-year fiscal 2026 guidance. On May 6, 2026, it also amended its credit agreement, changing borrowing margins and the net leverage covenant.
Net sales were $368.7 million, up from $355.0 million; net loss was $15.0 million, or $0.36 per diluted share, versus a $259.7 million loss a year earlier.
Adjusted EBITDA was $35.7 million versus $39.6 million, and adjusted earnings per diluted share were $0.18 versus $0.23.
Second-quarter fiscal 2026 guidance: net sales of $343 million to $365 million and adjusted EBITDA of $32 million to $40 million; full-year guidance reaffirmed.
On May 6, 2026, the company signed a Sixth Amendment to its credit agreement with Wells Fargo Bank as administrative agent; the net leverage covenant is 5.00 through January 1, 2027, stepping down to 4.00 from June 30, 2028.
ICU Medical reported first quarter 2026 results on May 7, 2026. GAAP revenue fell 12% year over year to $530.2 million, mainly due to the May 1, 2025 divestiture of its IV Solutions business, while GAAP net income swung to $30.1 million from a $15.5 million loss, helped by a $33.4 million tax benefit. The filing does not include new full-year guidance, and adjusted EBITDA was roughly flat at $98.7 million.
GAAP revenue was $530.2 million, down from $604.7 million; non-GAAP organic revenue rose 1% excluding the IV Solutions divestiture and foreign currency.
GAAP net income was $30.1 million, or $1.20 per diluted share, versus a net loss of $15.5 million, or $0.63 per share, a year earlier.
Adjusted diluted EPS was $1.97, up from $1.72; adjusted EBITDA was $98.7 million, versus $99.4 million.
Free cash flow was $27.6 million, down from $36.7 million, and cash and cash equivalents were $288.3 million at March 31, 2026.
Covista reported third quarter fiscal 2026 results for the quarter ended March 31, 2026, with revenue of $487.0 million, up 4.5% year-over-year, and raised its fiscal 2026 revenue and adjusted earnings per share guidance. GAAP net income fell to $41.6 million from $60.8 million, and diluted EPS fell to $1.20 from $1.59, after a $16.3 million loss from discontinued operations. Shareholders get higher guidance and growing revenue, but reported profit declined in the quarter.
Revenue $487.0 million, up 4.5% year-over-year; up 8.4% when adjusted for a one-week Walden academic shift
GAAP net income $41.6 million vs. $60.8 million prior year; diluted EPS $1.20 vs. $1.59, including a $16.3 million loss from discontinued operations
Adjusted EPS $1.98 vs. $1.92 prior year
FY2026 revenue guidance raised to $1,930 million-$1,945 million from $1,900 million-$1,940 million; adjusted EPS guidance raised to $7.95-$8.15 from $7.80-$8.00
CoreWeave reported first-quarter 2026 results for the period ended March 31, 2026, with revenue of $2.08 billion, up from $982 million a year earlier. The net loss widened to $740 million from $315 million, and the operating loss grew to $144 million from $27 million. Revenue backlog reached $99.4 billion, but the larger losses and higher interest expense mean shareholders face a mixed picture.
Revenue was $2,078 million for the quarter, compared with $982 million in the first quarter of 2025.
Net loss was $740 million, compared with $315 million a year earlier; diluted net loss per share was $1.40, compared with $1.49.
Adjusted EBITDA was $1,157 million, compared with $606 million, while interest expense, net, was $536 million.
Revenue backlog was $99.4 billion as of March 31, 2026, including a new $21 billion Meta commitment signed in March.
Dropbox reported first-quarter 2026 revenue of $629.5 million, up 0.8% from a year earlier, and excluding FormSwift, up 2.0%. GAAP net income fell to $114.5 million from $150.3 million, mainly because interest expense rose on additional draws on its term loan, so shareholders see higher sales but lower profit. The filing does not include forward guidance; the company said it will provide guidance on its conference call and website.
Revenue was $629.5 million, up 0.8% year over year; excluding FormSwift, revenue rose 2.0%.
GAAP diluted EPS was $0.48, down from $0.51; non-GAAP diluted EPS was $0.76, up from $0.70.
GAAP operating margin was 27.5%, down from 29.4%; interest expense, net was $36.7 million, up from $14.6 million.
Net cash provided by operating activities was $204.5 million, up from $153.8 million; common stock repurchases were $366.8 million.
Artivion reported first-quarter 2026 revenue of $116.3 million, up 18% on a GAAP basis from a year earlier, and net income of $1.4 million, or $0.03 per diluted share, compared with a net loss of $0.5 million a year earlier. The company lowered its full-year 2026 revenue and adjusted EBITDA guidance and said it has exercised its option to acquire Endospan, with an expected net purchase price of about $135.0 million to be funded by term loan borrowings and expected to close in the second quarter of 2026.
Q1 2026 revenue $116.3 million, up 18% GAAP and 12% constant currency; net income $1.4 million, or $0.03 per diluted share
2026 revenue guidance cut to $480 million to $496 million from $486 million to $504 million
2026 adjusted EBITDA guidance cut to $100 million to $107 million from $105 million to $110 million
Endospan option exercised May 7, 2026; base price $175.0 million, expected net price about $135.0 million, plus up to $200.0 million contingent consideration
PTC Therapeutics reported first quarter 2026 total revenue of $272.6 million and a net loss of $2.8 million, or $0.03 per share, compared with net income of $866.6 million a year earlier. The year-earlier figure included $986.2 million of collaboration and license revenue, while net product revenue rose 47% to $225.6 million. The company raised its full-year 2026 product revenue guidance to $750 million to $850 million.
Total revenue was $272.6 million in Q1 2026, versus $1,176.1 million in Q1 2025, which included $986.2 million of collaboration and license revenue.
Net product revenue was $225.6 million, up 47% from $153.4 million a year earlier; Sephience revenue was $124.6 million.
Net loss was $2.8 million, or $0.03 per share, compared with net income of $866.6 million in Q1 2025.
Full-year 2026 total product revenue guidance was raised to $750 million to $850 million, with expected total revenue of $1.08 billion to $1.18 billion; GAAP R&D and SG&A expense guidance was unchanged at $775 million to $815 million.
Power Integrations reported first-quarter 2026 revenue of $108.3 million, up 3% from a year earlier, but GAAP net income fell to $3.3 million, or $0.06 per diluted share, from $0.15 a year earlier. The company also issued second-quarter revenue guidance of $115 million to $120 million and named Mike Balow as Senior Vice President, Worldwide Sales.
Q1 2026 net revenue $108.3 million, up 3% year-over-year and up 5% from Q4 2025
GAAP diluted EPS $0.06 versus $0.15 in Q1 2025; non-GAAP diluted EPS $0.25 versus $0.31, with a $6.2 million restructuring charge in operating expenses
Q2 2026 revenue guidance $115 million to $120 million; GAAP operating margin 5.5% to 7.5%
Mike Balow appointed SVP, Worldwide Sales, effective upon his start date of May 4, 2026
AvePoint reported first-quarter 2026 total revenue of $117.2 million, up 26% from a year earlier, and GAAP operating income of $12.7 million, up from $3.3 million. It raised full-year ARR guidance to $523.4 million–$529.4 million, but said foreign exchange headwinds more than offset the raise and the first-quarter beat for full-year revenue and non-GAAP operating income guidance.
Q1 SaaS revenue was $93.4 million, up 35%; total revenue was $117.2 million, up 26% (20% in constant currency).
GAAP net income was $15.3 million, or $0.07 per diluted share, versus $0.02 a year earlier.
Full-year 2026 revenue guidance is $509.4 million–$515.4 million and non-GAAP operating income guidance is $91.5 million–$94.5 million, with FX cited as the reason the updates were offset.
Q2 2026 total revenue is expected at $120.3 million–$122.3 million.
Yelp reported first-quarter 2026 net revenue of $361 million, up 1% from a year earlier, and net income of $18 million, down 27%. Adjusted EBITDA fell 7% to $79 million, but revenue and adjusted EBITDA both came in above the high end of the company's outlook, and Yelp reaffirmed its full-year 2026 net revenue and adjusted EBITDA ranges. For shareholders, top-line growth and reaffirmed guidance sit alongside lower profit and a 27% drop in net income.
Net revenue was $361 million, up 1% year over year and $6 million above the high end of the outlook range; other revenue rose 75% to a record $29 million.
Net income was $18 million, or $0.30 per diluted share, versus $24 million, or $0.36 per diluted share, in the first quarter of 2025.
Adjusted EBITDA was $79 million, down 7%, with a 22% margin; the company reaffirmed 2026 net revenue of $1.455 billion to $1.475 billion and adjusted EBITDA of $310 million to $330 million.
Yelp repurchased about 5.1 million shares for $125 million in the quarter, and cash and cash equivalents ended the quarter at $110 million.
Good Times Restaurants reported fiscal 2026 second-quarter results for the period ended March 31, 2026. Total revenues fell 3.1% to $33.2 million, while net income attributable to common shareholders was $0.1 million, compared with a loss of $624 thousand a year earlier. The results show lower sales alongside a return to profit, which matters to shareholders because the top line is shrinking even as the bottom line improved.
Total revenues decreased 3.1% to $33.2 million for the quarter versus the fiscal 2025 second quarter.
Same store sales decreased 0.8% at both Bad Daddy's and Good Times restaurants for the quarter; year-to-date they were down 1.0% and 1.9%, respectively.
Adjusted EBITDA, a non-GAAP measure, was $1.4 million for the quarter, up from $1.0 million a year earlier.
The company ended the quarter with $2.7 million in cash and $1.0 million of long-term debt.
Corsair Gaming reported first quarter 2026 results for the period ended March 31, 2026. Net income was $13.1 million, compared with a net loss of $10.3 million a year earlier, and adjusted EBITDA rose 58% to $35.8 million, but revenue of $354.5 million was below the $369.8 million reported in the first quarter of 2025. The company also guided second quarter revenue to $295 million to $320 million and kept its full-year guidance unchanged.
Net revenue was $354.5 million versus $369.8 million in Q1 2025; Gaming Components and Systems revenue fell to $231.2 million from $257.8 million.
GAAP diluted EPS was $0.11 versus a loss of $0.10 a year earlier; non-GAAP diluted EPS was $0.27.
Q2 2026 guidance calls for net revenue of $295 million to $320 million and adjusted EBITDA of $12.5 million to $15.5 million; full-year 2026 guidance is unchanged.
Gilead reported first-quarter 2026 total revenue of $7.0 billion, up 4% from a year earlier, and GAAP diluted EPS of $1.61 versus $1.04. The company cut its full-year 2026 GAAP diluted EPS guidance to a loss of $(3.25) to $(2.85) from $6.75 to $7.15, citing anticipated acquired IPR&D charges of $11.5 billion and financing costs tied to the Arcellx, Ouro and Tubulis acquisitions, while raising its product sales guidance.
Q1 2026 total revenues rose 4% to $7.0 billion; GAAP diluted EPS was $1.61 versus $1.04 and non-GAAP diluted EPS was $2.03 versus $1.81.
Full-year 2026 GAAP diluted EPS guidance is $(3.25) to $(2.85), down from $6.75 to $7.15; non-GAAP guidance is $(1.05) to $(0.65), down from $8.45 to $8.85.
Full-year 2026 product sales guidance was raised to $30.0 billion to $30.4 billion from $29.6 billion to $30.0 billion.
Cash and marketable debt securities fell to $8.6 billion at March 31, 2026, from $10.6 billion at December 31, 2025; the Board declared a $0.82 quarterly dividend payable June 29, 2026.
BILL reported fiscal third-quarter 2026 revenue of $406.6 million, up 13% year over year, and a GAAP net income of $12.8 million versus a loss of $11.6 million a year earlier. The company also announced a restructuring that will reduce its workforce by up to 30%, with estimated charges of $30 million to $60 million, and a new $1.0 billion share repurchase authorization, which would matter to shareholders through both the cost of the restructuring and potential buybacks.
Q3 total revenue was $406.6 million, up 13%; core revenue was $371.1 million, up 16%.
GAAP operating loss narrowed to $0.4 million from $28.9 million a year earlier; non-GAAP operating income was $79.8 million, up 50%.
Restructuring charges are estimated at $30 million to $60 million, mostly in the fourth quarter of fiscal 2026, with work substantially complete by the end of the first quarter of fiscal 2027.
The board authorized repurchases of up to $1.0 billion of common stock over a 24-month term; the company did not commit to any specific amount.
MercadoLibre reported first-quarter 2026 results for the period ended March 31, 2026, with net revenue and financial income up 49% year over year to $8.8 billion. Income from operations fell 20% to $611 million, and net income fell 16% to $417 million, as the company said it chose to prioritize long-term growth investments over short-term profitability.
Net revenue and financial income of $8,845 million, up 49% YoY (46% FX-neutral)
Income from operations of $611 million, down 20% YoY, with a 6.9% margin
Net income of $417 million, down 16% YoY, with a 4.7% margin
Adjusted free cash flow of -$56 million in Q1'26, per the letter
Quest Resource Holding reported first quarter 2026 results for the period ended March 31, 2026. Revenue fell 9.8% from a year earlier but rose 4.8% from the fourth quarter of 2025, and the GAAP net loss narrowed to $2.3 million from $10.4 million, a figure that included asset sale and impairment losses. For shareholders, results improved sequentially, but the company still posted a loss and management described the operating environment as difficult.
Revenue was $61.7 million, down 9.8% from $68.4 million in Q1 2025 and up 4.8% from Q4 2025.
GAAP net loss was $2.3 million, or $(0.11) per share, versus $10.4 million, or $(0.50) per share, in Q1 2025, which included a $4.4 million loss on asset sales and a $1.7 million impairment loss.
Adjusted EBITDA was $1.8 million, compared with $1.6 million in Q1 2025.
SG&A fell roughly 26% year over year; $2.0 million of higher-rate term debt was paid down using a refinanced ABL facility with Texas Capital Bank.
Kodiak Sciences reported a net loss of $58.2 million, or $0.94 per share, for the quarter ended March 31, 2026, compared with a net loss of $57.5 million, or $1.09 per share, a year earlier. The dollar loss widened slightly as research and development spending rose, while general and administrative expenses fell, and cash and cash equivalents declined to $169.5 million; the company says this cash will support operations into 2027.
Net loss was $58.2 million, or $0.94 per share, versus $57.5 million, or $1.09 per share, in the first quarter of 2025.
R&D expenses rose to $48.5 million from $43.6 million, driven by PEAK/PINNACLE and DAYBREAK clinical activity.
G&A expenses fell to $11.2 million from $15.4 million, helped by sublease income.
Cash and cash equivalents were $169.5 million at March 31, 2026, down from $209.9 million at December 31, 2025.
American Realty Investors reported a net loss attributable to common shares of $0.6 million, or $0.03 per share, for the quarter ended March 31, 2026, compared with net income of $3.0 million, or $0.18 per share, a year earlier. Revenue rose $0.3 million to $12.3 million, but a net operating loss that widened to $2.2 million and a $3.5 million drop in gains and write-downs, which the company tied to a 2025 land condemnation at Windmill Farms, pushed results into the red for shareholders.
Net loss attributable to common shares of $0.6 million, or $0.03 per share, in Q1 2026, versus net income of $3.0 million, or $0.18 per share, in Q1 2025.
Total revenue rose $0.3 million to $12.3 million, with commercial properties up $0.7 million and multifamily down $0.3 million.
Net operating loss widened to $2.2 million from $0.8 million, mainly due to a $1.4 million increase in operating expenses at lease-up properties.
Total occupancy was 81% at March 31, 2026: 93% at multifamily properties and 58% at commercial properties.
Transcontinental Realty Investors reported net income attributable to common shares of $0.2 million, or $0.02 per share, for the quarter ended March 31, 2026, down from $4.6 million, or $0.53 per share, a year earlier. Revenue rose $0.3 million to $12.3 million, but a higher net operating loss and a $3.5 million drop in gains on sales and write-downs drove the profit decline, which the company attributed partly to a 2025 condemnation of Windmill Farms land.
Net income attributable to common shares was $0.2 million ($0.02 per share), versus $4.6 million ($0.53 per share) in Q1 2025.
Total revenue rose to $12.3 million from $12.0 million, led by a $0.7 million increase from commercial properties.
Net operating loss widened to $2.0 million from $0.6 million, mainly due to a $1.4 million rise in lease-up property operating expenses.
Total occupancy for stabilized properties was 81% at March 31, 2026, including 93% for multifamily and 58% for commercial properties.
GCM Grosvenor reported first quarter 2026 results on May 7, 2026. GAAP revenue fell 1% to $124.8 million, while net income attributable to the company rose to $5.5 million from $0.5 million a year earlier, and diluted EPS turned positive at $0.06 from a loss of $0.02. Fee-Related Earnings and adjusted EPS were flat year over year, and the board approved a $0.12 per share dividend.
GAAP revenue was $124.8 million, down 1% from $125.8 million in the first quarter of 2025.
GAAP net income attributable to GCM Grosvenor Inc. was $5.5 million, versus $0.5 million a year earlier; diluted EPS was $0.06 versus a loss of $0.02.
Fee-Related Earnings were $46.7 million, flat year over year, and adjusted EPS was $0.18, also flat.
Assets under management reached $91.5 billion, up 12%; the firm raised $1.5 billion of new capital in the quarter; the $0.12 dividend is payable June 15, 2026.
Essential Utilities reported first-quarter 2026 revenue of $861.8 million, up 10% from a year earlier, but GAAP net income fell to $224.4 million, or $0.79 per share, from $283.8 million, or $1.03 per share, in the first quarter of 2025. The prior-year quarter included non-recurring benefits, and the 2026 quarter included $16.3 million of merger-related expenses tied to the pending merger with American Water. The company affirmed its earnings growth guidance and its $1.7 billion 2026 infrastructure investment plan.
Revenue of $861.8 million, up from $783.6 million, driven mainly by regulatory recoveries and purchased gas costs
GAAP EPS of $0.79 versus $1.03; non-GAAP adjusted EPS of $0.83 excludes $0.04 of merger-related transaction costs
Guidance affirmed: 5% to 7% long-term EPS compound annual growth through 2027 from adjusted 2024 EPS of $1.97, and $1.7 billion in 2026 infrastructure investment
Quarterly dividend of $0.3426 per share, payable June 1, 2026, to shareholders of record on May 12, 2026
Radian reported first-quarter 2026 net income from continuing operations of $129 million, or $0.93 per diluted share, down from $152 million, or $1.03, a year earlier. Adjusted diluted net operating income per share rose to $1.27 from $1.04, and total revenues rose to $466 million from $295 million after the February 2, 2026 acquisition of Inigo. The results include $49 million of acquisition-related expenses, amortization and purchase accounting adjustments, which weighed on GAAP earnings.
Net income from continuing operations was $129 million, or $0.93 per diluted share, versus $152 million, or $1.03, in Q1 2025
Adjusted diluted net operating income per share was $1.27 versus $1.04; GAAP results include $49 million of acquisition-related items
Total revenues were $466 million versus $295 million, with Inigo included from February 2, 2026
Radian repurchased $50 million of shares in Q1 and $65 million in April; $748 million of authority remained after April
Harmony Biosciences reported first-quarter 2026 WAKIX net product revenue of $215.4 million, up 17% from $184.7 million a year earlier, and reiterated its 2026 net revenue guidance of $1.0 billion to $1.04 billion. Net income fell to $32.5 million, or $0.55 per diluted share, from $45.6 million, or $0.78, because of $32.0 million in up-front license payments recorded in research and development expenses. Revenue grew while profit declined, so the quarter shows mixed results for shareholders.
Net product revenue was $215.4 million for the quarter ended March 31, 2026, compared with $184.7 million a year earlier; average patients were 8,500 in Q1.
Net income was $32.5 million, or $0.55 per diluted share, versus $45.6 million, or $0.78, in Q1 2025.
Research and development expenses rose to $69.4 million from $34.5 million, including $32.0 million in up-front license payments; cost of product sold rose to 20.7% of net product revenue from 17.3%.
2026 WAKIX net revenue guidance was reiterated at $1.0 billion to $1.04 billion; cash, cash equivalents and investments were $870.5 million as of March 31, 2026.
Loar Holdings reported first-quarter 2026 net sales of $156.1 million, up 36.1%, and Adjusted EBITDA of $63.2 million, up 46.6%. Net income fell to $11.1 million from $15.3 million, mainly due to higher interest expense, higher amortization of acquired intangibles, and an inventory step-up tied to the LMB and Harper Engineering acquisitions. The company raised its 2026 net sales and Adjusted EBITDA guidance but lowered its net income and diluted EPS outlook.
Q1 2026 net sales $156.1 million, up 36.1%; net income $11.1 million vs. $15.3 million; diluted EPS $0.12 vs. $0.16
Adjusted EBITDA $63.2 million, up 46.6%; Adjusted EBITDA Margin 40.5% vs. 37.6%
2026 net sales guidance raised to $645 million-$655 million; Adjusted EBITDA raised to $257 million-$262 million
2026 net income guidance cut to $53 million-$57 million from $59 million-$63 million; diluted EPS cut to $0.54-$0.59 from $0.60-$0.65
UGI reported fiscal Q2 2026 revenue of $2,685 million, up from $2,666 million, and GAAP diluted EPS of $2.33, up from $2.19, but adjusted diluted EPS fell to $2.09 from $2.21. The company updated fiscal 2026 adjusted diluted EPS guidance to $2.75-$2.90 per share and said near-term earnings expectations had softened, while also agreeing to sell its electric division for about $470 million.
Q2 adjusted diluted EPS was $2.09 versus $2.21 a year earlier; GAAP diluted EPS was $2.33 versus $2.19.
Year-to-date GAAP diluted EPS was $3.68 versus $3.93, and adjusted diluted EPS was $3.35 versus $3.58.
Fiscal 2026 adjusted diluted EPS guidance was updated to $2.75-$2.90 per share.
Agreement to sell the electric division for about $470 million, expected to close in Q1 calendar 2027 subject to approvals.
Delcath Systems reported first-quarter 2026 total revenue of $25.0 million, up from $19.8 million a year earlier, driven by HEPZATO KIT sales of $23.3 million. The company swung to a net loss of $1.1 million from net income of $1.1 million, as research and development and SG&A expenses rose, and adjusted EBITDA fell to $3.4 million from $7.6 million. The company reaffirmed a 2026 outlook of at least $100 million in CHEMOSAT and HEPZATO KIT revenue, with positive adjusted EBITDA.
Total revenue of $25.0 million for the quarter ended March 31, 2026, versus $19.8 million a year earlier
Net loss of $1.1 million, compared with net income of $1.1 million in the first quarter of 2025
Adjusted EBITDA of $3.4 million, compared with $7.6 million; cash and investments of $89.3 million at March 31, 2026
2026 guidance: total CHEMOSAT and HEPZATO KIT revenue of at least $100 million and positive adjusted EBITDA
Turning Point Brands reported first-quarter 2026 net sales up 16.8% to $124.3 million, but net income attributable to the company fell 19.0% to $11.7 million and diluted EPS dropped to $0.60 from $0.79. The company raised its full-year 2026 Modern Oral sales guidance and introduced full-year Adjusted EBITDA guidance of $70 million to $90 million, so shareholders get higher sales expectations alongside lower first-quarter profit.
Q1 2026 net sales rose 16.8% to $124.3 million; Stoker's rose 48.1% while Zig-Zag fell 22.4%
Net income attributable to the company was $11.7 million, down 19.0%; Adjusted EBITDA fell 6.5% to $25.9 million
FY2026 Modern Oral net sales guidance raised to $210 million-$225 million from $180 million-$190 million
Operating cash flow was negative $22.3 million for the quarter, and cash ended March 31, 2026 at $192.4 million
CRA reported first-quarter fiscal 2026 revenue up 10.5% to $201.0 million, a company record, while net income fell 38.2% to $11.1 million and diluted EPS fell to $1.69 from $2.62. The company reaffirmed its full-year fiscal 2026 revenue guidance of $785 million to $805 million and declared a $0.57 quarterly dividend, but net cash used in operating activities widened to $113.9 million.
Revenue grew 10.5% year over year to $201.0 million; GAAP net income fell 38.2% to $11.1 million, or 5.5% of revenue
Diluted EPS was $1.69 versus $2.62 a year earlier; non-GAAP diluted EPS was $1.99 versus $2.22
Full-year fiscal 2026 revenue guidance of $785 million to $805 million was reaffirmed on a constant currency basis
Quarterly dividend of $0.57 per share is payable June 12, 2026 to holders of record as of May 26, 2026
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