Dow Jones 30 Stocks SEC Filings — May 05, 2026

05-05-2026

BrightView reported Q2 FY26 net service revenues up 6.1% YoY to $702.9 million, driven by 4.0% growth in Landscape Maintenance revenue to $333.0 million and 28.5% surge in Snow Removal to $221.6 million, achieving record Adjusted EBITDA of $79.1 million (up 7.6%, margin 11.3%). However, net income declined 73.4% to $1.7 million (margin 0.2%), and Development Services revenue fell 13.0% to $149.6 million with Adjusted EBITDA down 44.2% (margin 6.4%). The company raised FY26 total revenue guidance to $2.745-$2.795 billion and Land Maintenance to +2% to +3% growth, but lowered Development Services to -5% to 0%; it also repriced its revolving credit facility and repurchased 1.1 million shares.

• ·6M FY26 net cash provided by operating activities $82.3M, down 45.7% YoY
• ·6M FY26 Adjusted Free Cash Flow $(24.5)M, down from $67.0M inflow YoY
• ·6M FY26 capital expenditures $113.5M, up 23.0% YoY (8.6% of revenue)
• ·Total Net Financial Debt to Adjusted EBITDA ratio 2.5x as of March 31, 2026 (up from 2.3x at Sep 30, 2025)
• ·FY26 Development Services revenue guidance revised down to ~ (5%) to ~ 0% from ~ 0% to ~ +2%

05-05-2026

Entravision reported Q1 2026 consolidated net revenue of $196.971 million, up 114% YoY from $91.851 million, driven by 204% growth in the Advertising Technology & Services (ATS) segment to $154.550 million, while Media segment revenue grew modestly 4% to $42.421 million with local advertising up 6% but national advertising down 18% excluding political. Segment operating profit rose to $29.088 million from $3.894 million, boosted by ATS profit of $34.306 million (up 427%), however Media operating loss widened to $5.218 million from $2.614 million. Net income was $12.360 million ($0.13/share) vs loss of $47.966 million (-$0.53/share), with $5 million debt repayment, $71.1 million cash/marketables, and $162.2 million debt.

• ·Dividend declared $0.05 per share payable June 30, 2026 to shareholders of record June 16, 2026.
• ·Capital expenditures $3.897 million in Q1 2026 vs $2.384 million Q1 2025.
• ·Cash flow from operations $21.784 million in Q1 2026 vs -$15.244 million Q1 2025.
• ·Current maturities of long-term debt $20 million as of March 31, 2026.

05-05-2026

DigitalOcean Holdings, Inc. reported Q1 2026 revenue of $257,905 thousand, up 22% YoY from $210,703 thousand, with gross profit increasing 12% to $144,710 thousand. However, operating income dipped 3% YoY to $36,571 thousand amid 18% higher operating expenses, and net income declined sharply 59% to $15,771 thousand due to elevated interest expense of $10,553 thousand and a $2,700 thousand loss on debt extinguishment. The balance sheet strengthened significantly with cash and equivalents rising to $741,363 thousand from $254,475 thousand QoQ, and stockholders' equity flipping to a positive $887,376 thousand from a $28,690 thousand deficit, bolstered by $887,888 thousand net proceeds from a follow-on public offering.

• ·Accounts receivable increased to $105,456 thousand from $90,908 thousand QoQ.
• ·Debt, current portion decreased to $311,256 thousand from $325,109 thousand QoQ, while long-term debt fell to $608,466 thousand from $970,653 thousand.
• ·Capital expenditures on property and equipment were $39,992 thousand in Q1 2026, down from $61,963 thousand YoY.
• ·Weighted-average diluted shares used for EPS increased to 111,915 thousand from 102,322 thousand YoY.

05-05-2026

Central Bancompany, Inc. held its 2026 Annual Meeting of Stockholders on May 4, 2026, where shareholders overwhelmingly elected four Class I Directors (Michael Farmer, Jr., E. Stanley Kroenke, Charles E. Kruse, and Bradley N. Sprong), ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, and adopted the 2026 Employee Stock Purchase Plan, with votes for exceeding 170 million shares and negligible opposition or abstentions. On the same day, the Board declared a second quarter 2026 dividend of $0.12 per common share, payable on June 1, 2026 to stockholders of record as of May 22, 2026.

• ·Proposal 1 votes: Michael Farmer, Jr. - 170,152,467 For, 496 Against; E. Stanley Kroenke - 169,483,861 For, 5,105 Against, 663,601 Broker Non-Votes; Charles E. Kruse - 170,152,471 For, 96 Abstentions; Bradley N. Sprong - 170,152,471 For, 96 Abstentions.
• ·Proposal 2 ratification of KPMG: 170,152,546 For, 212 Against.
• ·Proposal 3 Employee Stock Purchase Plan: 170,152,565 For, 2 Against.

05-05-2026

Equitable Holdings reported Retirement segment spread stabilization with net investment margin (NIM) at 169 basis points and spread income up $11 million quarter-over-quarter excluding alts and MVA, alongside RILA sales growth of 14% YoY and a favorable mortality benefit ratio of 83.1%; however, $10 million MVA gains are one-time and not expected to repeat. Merger integration with Corebridge Financial is advancing, confirming day-one EPS accretion, at least $500 million in expense synergies (6-8% of total 10%+ synergies), and $70-80 billion in originated liabilities to leverage across asset managers, though revenue synergies quantification is deferred to H1 2027 and PGAAP impacts remain TBD. The company plans to resume accretive share buybacks coordinated with Corebridge and reaffirmed cash flow guidance of $1.8 billion for 2026 and $2 billion for 2027.

• ·Spread compression abating due to runoff of higher-margin imports and disciplined new business underwriting.
• ·Flow reinsurance initiated on RILA product in Q4 FY2025 for accretive purposes.
• ·Proxy to be filed evening of May 5, 2026, opening buyback window until June shareholder mailing.
• ·Merger expense synergies to require 1.5x investment with quick payback.

05-05-2026

Expro announced a definitive agreement to acquire Enhanced Drilling for approximately $215 million (2 billion NOK) in cash, adding $275 million in order backlog and projected 2026 Adjusted EBITDA over $50 million at >30% margin, expected to close in Q3 2026. First quarter 2026 revenue reached $368 million with Adjusted EBITDA of $63 million (17.1% margin), but results were impacted by seasonality, lower customer spending, and minor Middle East disruptions, leading to a net loss of $1 million, negative free cash flow of $(0.5) million, and NLA segment revenue/Adjusted EBITDA declines of 2%/18% QoQ. The company reaffirmed full-year 2026 guidance of $1,600-$1,650 million revenue and $355-$375 million Adjusted EBITDA, while repurchasing $20 million in shares and proposing a redomicile to the Cayman Islands.

• ·Expected Middle East disruptions to impact Q2 2026 revenue by $10-15 million with high decrementals.
• ·Full-year 2026 guidance: Capital expenditures $110-120M; Adjusted free cash flow $125-145M (excludes Enhanced Drilling).
• ·Remaining share repurchase authorization: ~$80M of $100M total.
• ·Annual Shareholder Meeting on June 10, 2026, to vote on redomicile; expected completion July 2026.

05-05-2026

Energizer Holdings reported fiscal 2026 Q2 net sales of $643.3 million, down 3.0% YoY from $662.9 million, with organic net sales declining 5.5% due to 6.1% volume decreases from battery order timing shifts, slower auto care season start, and Middle East conflict impacts. However, adjusted gross margin expanded 360 basis points to 44.4% from 40.8%, driven by a $47.6 million tariff refund and $11.7 million production tax credits, resulting in adjusted EPS of $0.94 (up from $0.67) and adjusted EBITDA of $158.6 million (up from $140.3 million). The company updated FY2026 outlook to low single-digit net sales growth, roughly flat organic net sales, and the high end of prior adjusted EPS ($3.30-$3.60) and EBITDA ($580-$610 million) ranges.

• ·SG&A excluding restructuring and acquisition costs increased to 19.8% of net sales ($127.1M) from 18.8% ($124.5M) YoY, driven by APS contribution and investments offset by $4M Project Momentum savings.
• ·A&P expense decreased $1.8M to 3.0% of net sales from 3.1%.
• ·Operating cash flow for six months ended March 31, 2026 was $147.8M.
• ·Q3 FY2026 outlook: low single digit organic net sales growth, adjusted EPS $0.75-$0.85.
• ·APS acquisition completed May 2, 2025, contributed $2.1M to Q2 net sales.

05-05-2026

Haverty Furniture reported Q1 2026 consolidated sales of $189.1 million, up 4.1% YoY, with comparable store sales increasing 4.3% and gross profit margin expanding to 61.5% from 61.2%; diluted EPS rose to $0.26 from $0.23. However, SG&A expenses increased to 58.9% of sales from 59.0% (absolute $111.3 million vs $107.2 million), operating cash flow turned negative at $(2.9) million from +$6.2 million, and free cash flow was $(9.9) million versus $0.1 million. The company signed new store leases in Dallas TX, Atlanta GA, and Fredericksburg VA, with no debt and $114.1 million in cash.

• ·Total written business increased 6.4% YoY, comp-store written business +7.0% YoY.
• ·Design consultants accounted for 35.3% of Q1 2026 written business (up 210 bps YoY).
• ·No debt outstanding; credit availability $80.0 million.
• ·Inventories $106.9 million at March 31, 2026 (up from $88.7 million March 31, 2025).
• ·EBITDA $11.3 million vs $9.9 million YoY.
• ·Sales per square foot $169 vs $162 YoY.
• ·Average ticket $3,707 vs $3,314 YoY.
• ·2026 guidance: gross margins 60.5%-61.0%; fixed/discretionary SG&A $307-$309 million; variable SG&A 18.6%-18.8% of sales.

05-05-2026

Leidos reported first quarter FY2026 revenues of $4.4 billion, up 4% year-over-year including 3% organic growth, driven by demand in Intelligence, commercial energy infrastructure, and air traffic management; however, net income declined 8% to $335 million with margin contracting to 7.6% from 8.6% due to $39 million in Entrust acquisition and joint venture costs. Non-GAAP diluted EPS increased 5% to $3.13, Adjusted EBITDA rose 2% to $614 million though margin dipped slightly to 14.0%, and the company generated $301 million in operating cash flow while raising full-year FY2026 revenue guidance to $18.00-$18.40 billion. Net bookings totaled $3.3 billion with a book-to-bill of 0.8, contributing to total backlog of $48.4 billion.

• ·Acquired ENTRUST Solutions Group, financed by $1.4B senior notes and $300M commercial paper.
• ·Trailing twelve-month book-to-bill of 1.1.
• ·Q1 share repurchases of $243M and $55M dividend.
• ·FY2026 guidance: Adjusted EBITDA margin mid 13%, non-GAAP diluted EPS $12.10-$12.50, operating cash flow ~$1.80B.
• ·Dividend declared $0.43 per share, payable June 30, 2026.

05-05-2026

Kosmos Energy reported Q1 2026 record net production of ~74,800 boepd, up ~25% YoY, with revenues of $371 million and production expenses down ~22% YoY to $131 million; however, the company posted a net loss of $226 million ($0.45 per diluted share) and adjusted net loss of $36 million ($0.07 per share), exiting with $2.8 billion net debt. Key actions included a $350 million bond offering, $200 million equity raise, and agreement to sell Equatorial Guinea assets for up to $220 million, supporting debt reduction raised to ~20% for full-year 2026. Operational highlights feature GTA production exceeding nameplate capacity at ~2.85 mtpa gross and final investment decision on the Tiberius project.

• ·GTA gross production ~2.85 mtpa exceeding 2.7 mtpa nameplate; 9.5 gross LNG cargos lifted Q1.
• ·Ghana net production ~35,400 boepd; Jubilee gross oil ~70,000 bopd; TEN gross oil ~14,900 bopd.
• ·Gulf of America net production ~16,800 boepd (~84% oil).
• ·Equatorial Guinea gross production ~16,000 bopd; net ~5,600 bopd.
• ·Oil hedges: 5.7 million barrels remainder 2026 at ~$66/bbl floor; 4.0 million barrels 2027 at ~$65/bbl floor.
• ·Full-year 2026 capex guidance unchanged at $350 million.
• ·RBL borrowing base to reduce to ~$1.2B post-Equatorial Guinea sale mid-2026.
• ·Jubilee/TEN license extensions to 2040 ratified.

05-05-2026

05-05-2026

Eve Holding, Inc. filed an 8-K on May 5, 2026, under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), indicating the release of financial results. A corresponding 10-Q quarterly report was filed the same day. No specific financial metrics, period-over-period changes, or performance details (positive, negative, or flat) are provided in the filing list excerpt.

• ·CIK: 0001823652
• ·SIC: 3721 - AIRCRAFT
• ·State location: FL
• ·Fiscal Year End: 1231
• ·Business Address: 1400 GENERAL AVIATION DRIVE, MELBOURNE FL 32935
• ·Phone: (321) 751-5050

05-05-2026

Kennedy-Wilson Holdings, Inc. filed a DEFM14A proxy statement on May 5, 2026, for a special stockholder meeting to approve a merger agreement dated February 16, 2026, whereby Kona Merger Subsidiary, Inc. will merge with and into the Company, with the Company surviving as a wholly owned subsidiary of Kona Bidco, LLC. A Special Committee of independent directors unanimously approved the transaction as advisable and fair to unaffiliated security holders, and the Board adopted the recommendation. The proxy incorporates recent 10-Qs and 8-K filings but provides no new financial metrics or period-over-period comparisons.

• ·Merger agreement executed February 16, 2026.
• ·Document requests must be made by May 27, 2026.
• ·Incorporates 10-Q for quarter ended September 30, 2024 (filed November 7, 2024); 10-Q for quarter ended September 30, 2025 (filed November 7, 2025); 8-Ks filed February 17, March 2, March 16, and March 31, 2026.

05-05-2026

Compass Diversified (CODI) completed the sale of its subsidiary Sterno's food service business to Archer Foodservice Partners on May 1, 2026, for an enterprise value of $292.5 million, receiving approximately $280 million in proceeds after adjustments and allocations. CODI plans to use the net proceeds to repay senior secured debt, targeting a senior secured net leverage ratio below 1.0x by June 30, 2026, to avoid excess leverage fees. CEO Elias Sabo described the transaction as a meaningful deleveraging step executed at a favorable valuation despite macroeconomic challenges.

• ·Raymond James acted as financial advisor to Sterno; Jefferies as financial advisor to CODI; Brownstein Hyatt Farber Schreck, LLP as legal counsel to Sterno and CODI.
• ·Forward-looking statements note risks including potential fees if leverage not reduced per senior credit facility milestones and impacts on Rimports business.

05-05-2026

Five9, Inc. commenced an accelerated share repurchase (ASR) agreement with JPMorgan Chase Bank, National Association on May 4, 2026, to repurchase $90.0 million of its common stock under a previously disclosed authorization. The company will make a $90.0 million payment on May 5, 2026, expecting an initial delivery of approximately 3.1 million shares, with final settlement by September 30, 2026. No declines or flat metrics reported in this filing.

• ·ASR total shares based on average daily volume-weighted average price during term, less discount and subject to adjustments.
• ·Authorization previously disclosed in Form 10-Q filed April 30, 2026.

05-05-2026

On May 4, 2026, lenders under Inotiv, Inc.'s Credit Agreement (dated November 5, 2021) granted a limited waiver of the minimum liquidity covenant specifically for the May 1, 2026 and May 8, 2026 liquidity test dates. This waiver does not amend any provisions of the Credit Agreement and highlights potential liquidity constraints during this period.

• ·Credit Agreement originally dated November 5, 2021, among Inotiv, Inc., certain subsidiaries, and lenders party thereto.

05-05-2026

Glacier Bancorp, Inc. (GBCI) filed a Form 8-K on May 5, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing an investor presentation made that day and posted on its website. The presentation is furnished as Exhibit 99.1. No financial metrics or performance data are disclosed in the filing text itself.

05-05-2026

Ecovyst Inc. reported first quarter 2026 results from continuing operations with sales of $215.0 million, up 50% YoY from $143.1 million, driven by higher volumes from Waggaman assets and regeneration services, plus favorable pricing including $33 million sulfur cost pass-through; Adjusted EBITDA rose 87% to $39.8 million from $21.3 million. However, gains were partially offset by higher manufacturing costs from turnarounds, inflation, and transportation, while discontinued operations (Advanced Materials & Catalysts, sold Dec 31, 2025) swung to a $1.4 million net loss from $4.5 million income. The company raised its full-year 2026 guidance, including Adjusted EBITDA to $180-195 million from $175-195 million, and repurchased $35.7 million in shares.

• ·2026 guidance revised: Sales $890-970M (prior $860-940M); Adjusted EBITDA $180-195M (prior $175-195M); Adjusted Free Cash Flow $40-55M (prior $35-55M); Capex $80-90M.
• ·Q1 2026 pass-through of higher sulfur costs: ~$33M.
• ·Net debt to net income ratio 11.7x; net debt leverage ratio 1.2x as of March 31, 2026.
• ·Investing ~$20M in 2026 in two virgin sulfuric acid projects.

05-05-2026

Canadian Derivatives Clearing Corporation (CDCC) filed an 8-K on May 5, 2026, reporting under Item 9.01 with Exhibit 99.1, providing an updated list of underlying interests for options listed on the Montreal Exchange and offered for sale in the United States pursuant to its Form S-20 registration statement as of April 30, 2026. The exhibit details equity options on over 150 Canadian companies and trusts (e.g., 5N Plus Inc. (VNP), Bank of Montreal (BMO), Shopify Inc. (SHOP)); index options on S&P/TSX 60 (SXO), Capped Utilities (SXV), and Banks (SXJ); options on closed-end funds (CEFs) like Sprott Physical Gold Trust (PHYS); Canadian Depositary Receipts (CDRs) for U.S. equities such as Nvidia (NVDA), Tesla (TSLA); and options on numerous ETFs including BMO S&P/TSX Capped Composite Index ETF (ZCN) and CI Galaxy Bitcoin ETF (BTCX). No financial performance metrics, changes, or comparisons are reported.

05-05-2026

Atkore Inc. reported Q2 FY2026 net sales of $731.4 million, up 4.2% YoY, driven by 5% organic volume growth, with Electrical segment sales rising 8.1% to $532.5 million; however, Adjusted EBITDA fell 30.4% to $81.1 million, with Electrical down 18.2% and Safety & Infrastructure down 52.0% to $17.3 million due to higher input costs outpacing price increases, while gross margin declined to 18.6% from 26.4%. Net loss widened to $124.1 million from $50.1 million, impacted by $136.5 million litigation settlements and other one-time charges. The company divested its HDPE Pipe & Conduit and Belgian coatings businesses, maintaining FY2026 Adjusted EBITDA outlook of $340-360 million.

• ·Approved quarterly dividend of $0.33 per share, payable May 29, 2026 to stockholders of record May 19, 2026.
• ·FY2026 outlook: Adjusted EBITDA $340-360 million; Adjusted net income per diluted share $5.05-$5.55.
• ·Retained 10% equity stake in combined entity post-HDPE divestiture.
• ·Conference call held May 5, 2026 at 8 a.m. ET.

05-05-2026

Devon Energy Corporation held a virtual special stockholder meeting on May 4, 2026, approving the Stock Issuance Proposal for its merger with Coterra Energy Inc. by a vote of 470,046,943 For, 4,149,656 Against, and 1,150,100 Abstain (no broker non-votes). Shareholders also approved the Authorized Share Charter Amendment Proposal to increase authorized common shares from 1,000,000,000 to 2,000,000,000 with 468,262,401 For, 5,833,875 Against, and 1,250,423 Abstain. The merger is expected to close on or about May 7, 2026, subject to customary closing conditions.

• ·Joint Proxy Statement/Prospectus dated March 30, 2026, first mailed on or about March 30, 2026
• ·Registration statement on Form S-4 filed March 24, 2026, declared effective March 26, 2026
• ·Common stock par value $0.10 per share, traded on NYSE under DVN

05-05-2026

Avista Corp reported Q1 2026 GAAP net income of $92 million ($1.11 per diluted share), up from $79 million ($0.98) in Q1 2025, driven by higher utility margins and investment gains; non-GAAP utility earnings rose to $91 million ($1.10 per share) from $82 million ($1.01). While natural gas utility margin increased by $4 million after-tax and overall utility earnings grew $9 million, electric utility margin declined slightly to $185 million net of tax from $187 million due to Colstrip cost recovery removal. The company confirmed its 2026 non-GAAP utility earnings guidance of $2.52-$2.72 per diluted share.

• ·Expected base capital expenditures: 2027 $635M, 2028 $800M, 2029 $680M, 2030 $710M.
• ·2026 guidance assumptions include normal weather, ERM negative impact of ($0.10) per diluted share, 12% effective tax rate, $615M capex.
• ·Non-regulated other business income $1M in Q1 2026 vs losses of $3M in Q1 2025.

05-05-2026

FVCBankcorp, Inc. (FVCB) filed a Form 8-K on May 5, 2026, reporting an event dated May 4, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01 (Financial Statements and Exhibits). The filing attaches an investor presentation (Exhibit 99.1) for use in potential meetings with investors, analysts, and other parties, noting it is furnished and not deemed 'filed' for liability purposes under the Exchange Act.

• ·Date of earliest event reported: May 4, 2026
• ·Registrant's address: 11325 Random Hills Road, Fairfax, Virginia 22030
• ·Telephone number: (703) 436-3800
• ·Commission file number: 001-38647
• ·IRS Employer Number: 47-5020283

05-05-2026

California BanCorp disclosed under Regulation FD that the borrower of two nonaccrual loans, secured by a 123-acre property operated as an event venue in the Los Angeles area, completed a cash sale of the property on May 4, 2026, resulting in full repayment of both loans. This update follows the company's earnings release on April 28, 2026, which had initially noted the pending sale.

• ·Property operated as an event venue in the Los Angeles area
• ·Sale completed to a cash buyer

05-05-2026

Southern Missouri Bancorp, Inc. (SMBC) filed an 8-K on May 5, 2026, reporting events from May 4, 2026, under Items 7.01 and 9.01 for Regulation FD Disclosure. The filing announces investor presentation materials (Exhibit 99.1) to be presented at the DA Davidson Financial Institutions Conference on May 5, 2026. No specific financial metrics or performance data are disclosed in the filing itself.

• ·Filing includes Exhibit 99.1: Investor Presentation Dated May 4, 2026
• ·Securities: Common Stock, par value $0.01 per share (SMBC) on The NASDAQ Stock Market LLC

05-05-2026

iAnthus Capital Holdings, Inc. appointed Jason Ware as Chief Financial Officer effective immediately on April 29, 2026, bringing over twenty years of finance leadership experience from companies including Genesco, Nutrafol, Victoria’s Secret, and L Brands. This follows the resignation of prior CFO Justin Vu, who had served in the role since January 6, 2025, and will continue in a consulting capacity for up to six weeks. CEO Richard Proud expressed enthusiasm for Ware's addition to drive operational performance and capital strategy amid the company's multi-state cannabis operations and premium brand portfolio.

• ·Justin Vu served as Interim CFO since April 5, 2024, and Senior Vice President of Finance since early 2023.
• ·Contact: Jason Ware, 1-646-518-9418, investors@ianthuscapital.com

05-05-2026

Avery Dennison Corp reported Q1 2026 net sales of $2,298.5 million, up 7.0% YoY from $2,148.3 million, driven by higher volumes, while net income rose modestly 1.1% to $168.1 million from $166.3 million with EPS at $2.19 versus $2.10. Gross margin held flat at 28.9% YoY amid higher cost of products sold, but marketing, general, and administrative expenses increased 8.2% to $375.1 million. Operating cash flow turned strongly positive at $136.5 million, compared to a $16.3 million use in Q1 2025.

• ·Share repurchases totaled $60.6 million in Q1 2026, down from $261.6 million in Q1 2025.
• ·Dividends paid increased to $72.3 million from $69.4 million YoY.
• ·Capital expenditures on property, plant and equipment were $28.3 million, down from $36.0 million YoY.
• ·Total shareholders' equity rose to $2,300.5 million from $2,242.1 million QoQ.

05-05-2026

The amended 10-K filing discloses significant insider beneficial ownership, with executives and directors holding 53.9% of common stock collectively; CEO Amir Heshmatpour owns 27.2% (7,212,097 shares) and CMO Dr. Thomas C. Chen owns 17.9% (4,746,332 shares). Executive compensation for 2024-2025 includes salaries ranging from $165,000 to $212,000 with no bonuses or other cash incentives reported, supplemented by restricted stock grants and unvested equity awards valued up to $9,924,000 for Heshmatpour. Directors received $443,000 each in stock awards totaling $2,215,000.

• ·5% stockholder Cinctive Global Master Fund holds 1,388,888 shares (5.2%).
• ·Dr. Ming-Fu Chiang beneficially owns 1,789,553 shares (6.75%).
• ·Recent purchases include Dr. Chen: 5,868 shares (May 2025) + 10,000 (Apr 2026); Josh Neman: 1,000 (Nov 2025) + 500 (Apr 2026); Keithly Garnett: 900 (May-Nov 2025) + 300 (Apr 2026); Amir Heshmatpour: 80,000 (Apr-May 2026); David Suh: 200 (Apr 2026).
• ·Restricted stock grants detailed with time and performance vesting schedules, e.g., Amir Heshmatpour received 1,200,000 shares on Nov 6 (650,000 vested).

05-05-2026

Paymentus Holdings, Inc. reported strong Q1 2026 results with revenue of $358,441 up 30% YoY from $275,235, gross profit up 31% to $86,232, operating income up 69% to $26,552, and net income up 51% to $20,881. Payment transaction processing revenue, the primary driver, grew 30% YoY to $355,664. However, cash provided by operating activities declined 40% YoY to $30,452 due to a $15M increase in accounts receivable, and total operating expenses rose 19% YoY to $59,680.

• ·Accounts and other receivables increased $14.9M QoQ to $117,213.
• ·Stock-based compensation expense $5,694, up from prior periods.
• ·Property and equipment, net declined to $790 from $877 QoQ.
• ·Cash paid for income taxes, net of refunds: $141.

05-05-2026

For the six months ended March 31, 2026, TVA reported total operating revenues of $6,595M, up 2.2% YoY from $6,452M, with operating income increasing 12.1% to $1,266M and net income rising 23.5% to $658M, driven by lower operating and maintenance expenses. However, for the three months ended March 31, 2026, revenues grew only 0.4% to $3,546M while net income declined 3.9% to $392M YoY, and cash and cash equivalents dropped sharply 68% to $501M from $1,576M as of September 30, 2025 amid higher construction spending and debt redemptions.

• ·Fuel expenses increased 17.6% YoY to $683M for three months ended March 31, 2026.
• ·Net cash from operating activities declined 24.4% YoY to $1,106M for six months ended March 31, 2026.
• ·Construction expenditures were $1,996M for six months ended March 31, 2026, down from $2,396M YoY.

05-05-2026

Fortrea reported Q1 2026 revenues of $636.5 million, down 2.3% YoY from $651.3 million amid a slight revenue decline. However, adjusted EBITDA rose 55.1% YoY to $47.0 million from $30.3 million, adjusted net income improved to $15.2 million ($0.16/share) from $1.9 million ($0.02/share), and GAAP net loss narrowed to $23.6 million ($0.25/share) from $562.9 million ($6.25/share) due to the absence of prior-year goodwill impairment. Book-to-bill was 1.15x for the third straight quarter above 1.1x, backlog reached $7,846 million, and FY 2026 guidance was affirmed at $2,550-2,650 million revenue and $190-220 million adjusted EBITDA.

• ·Trailing 12 months book-to-bill of 1.05x as of Q1 2026.
• ·Operating cash flow used $17.0 million in Q1 2026, improved from $124.2 million used in Q1 2025.
• ·Capital expenditures of $8.0 million in Q1 2026.

05-05-2026

Integra LifeSciences reported first quarter 2026 revenues of $391.9 million, up 2.4% reported and 1.3% organic YoY, with GAAP gross margin improving to 55.4% from 50.8% and adjusted EBITDA rising to $76.2 million (19.4% of revenue) from $63.6 million (16.6%). Adjusted EPS increased to $0.54 from $0.41, though GAAP EPS was $(0.06) versus $(0.33). While Tissue Reconstruction revenues grew 6.4% organically to $108.8 million, Specialty Surgery (~70% of revenues) declined 0.6% organically to $283.1 million, with Instruments down 7.7% and ENT down 3.8%.

• ·GAAP net loss of $(4.6) million in Q1 2026 vs $(25.3) million in Q1 2025
• ·Q2 2026 revenue guidance: $410M to $425M (organic growth -1.5% to 2.1%)
• ·FY2026 revenue guidance: $1.662B to $1.702B (organic growth 0.8% to 3.3%)
• ·FY2026 adjusted EPS guidance updated to $2.40 to $2.50
• ·Consolidated total leverage ratio 4.1x at quarter end

05-05-2026

On May 4, 2026, holders of all $155,845,562 aggregate principal amount of Senior Secured Exchangeable Notes due 2030 issued by Muvico, LLC (AMC's subsidiary) notified exchange for AMC Class A common stock, with settlement expected on May 5, 2026. This includes exchanging $142,224,843 principal for 129,681,144 shares initially, and the remaining $13,620,719 for 12,358,886 shares later, reducing subsidiary debt but causing significant shareholder dilution from issuing ~142 million new shares. The exchange qualifies as an unregistered sale under Sections 3(a)(9) and/or 4(a)(2) of the Securities Act.

• ·Exchanging Noteholders delivered Notices of Voluntary Exchange to Muvico and GLAS Trust Company LLC as exchange agent.
• ·All exchanged notes will be cancelled per the Indenture.
• ·Remaining shares issuance subject to Exchanging Noteholders' confirmation that it does not contravene Ownership Limitation.

05-05-2026

Revvity reported Q1 2026 revenue of $711 million, up 7% YoY from $665 million with 3% organic growth, and adjusted EPS from continuing operations of $1.06, up from $1.01; pro forma revenue was $687 million with 6% pro forma organic growth. However, adjusted operating income declined slightly to $168 million from $170 million, with operating profit margin compressing to 23.6% from 25.6%, and both Life Sciences (margin 28.7% vs 31.1%) and Diagnostics (21.8% vs 22.8%) segments experienced margin declines despite revenue growth. The company announced its intention to divest its China Immunodiagnostics business, representing ~6% of FY2025 revenue, with a letter of intent signed and completion expected in 2027.

• ·Full year 2026 pro forma guidance: revenue $2.81-$2.84 billion (3%-4% organic growth), adjusted EPS $5.20-$5.30.
• ·China Immunodiagnostics divestiture: letter of intent signed, definitive agreement expected Q2 2026, completion in 2027.
• ·Cash and cash equivalents decreased to $860 million from $920 million at year-end 2025.

05-05-2026

XCF Global, Inc. (SAFX) filed a Form 425 on May 5, 2026, furnishing an updated investor presentation (Exhibit 99.1) under Item 7.01 related to its proposed mergers with DevvStream and Southern, dated May 4, 2026. The presentation is available on the company's website under 'Events and Presentations.' Investors are directed to review the forthcoming Form S-4 registration statement and Proxy Statement/Prospectus for details on the transaction, with standard forward-looking statement disclaimers and risk factors noted.

05-05-2026

Marathon Petroleum Corp reported first-quarter 2026 net income attributable to MPC of $511 million ($1.73 per diluted share), swinging from a $74 million net loss ($0.24 per diluted share loss) in Q1 2025, with adjusted EBITDA rising to $2,763 million from $1,975 million. Refining & Marketing segment adjusted EBITDA surged to $1,377 million from $489 million on higher crack spreads and margins of $17.74 per barrel (up from $13.38), though Midstream EBITDA declined to $1,598 million from $1,720 million due to derivative losses, and refining operating costs increased to $6.23 per barrel from $5.74. Cash from operations reached $1.1 billion versus a $64 million outflow last year, with $1.0 billion returned to shareholders and a new $5 billion share repurchase authorization announced.

• ·Crude capacity utilization of 89% in Q1 2026.
• ·2026 capital spending outlook (ex-MPLX) of $1.5 billion; MPLX $2.4 billion organic growth capital.
• ·Q2 2026 outlook: Refining operating costs $5.65 per barrel, refinery throughputs 2,990 mbpd.

05-05-2026

Atlantic Union Bankshares Corporation disclosed presentation slides under Item 7.01 Regulation FD for its Annual Meeting of Shareholders on May 5, 2026, with executive officers scheduled to present. The slides are attached as Exhibit 99.1 and available on the company's investor relations website. The information is furnished and not deemed filed under Section 18 of the Securities Exchange Act.

05-05-2026

Harel Insurance Investments & Financial Services Ltd. filed its 13F-HR on May 5, 2026, disclosing U.S. equity holdings as of March 31, 2026, with no reported changes in positions from prior periods in this filing. Key holdings include Alphabet Inc. Class A (713758 thousand USD value, 2482119 shares), Apple Inc. (589035 thousand USD, 2320981 shares), Amazon.com Inc. (406447 thousand USD, 1951562 shares), Camtek Ltd. (349008 thousand USD, 2302009 shares), and Broadcom Inc. (227960 thousand USD, 736534 shares). The filing notes that portions are held through subsidiaries like Harel Insurance Company Ltd. and others, with disclaimers on beneficial ownership beyond pecuniary interest.

• ·Report period end date: 2026-03-31
• ·Filing as of date: 2026-05-05
• ·Securities partially held for public through provident funds, mutual funds, pension funds, and insurance policies managed by subsidiaries
• ·Subsidiaries operate under independent management with independent voting and investment decisions

05-05-2026

Vivid Seats reported Q1 2026 revenues of $125,783, down 23.3% YoY from $164,023, with all segments declining: Marketplace -27.1% to $97,526, Owned Properties -18.7% to $88,714, and Private Label Offering -64.0% to $8,812; net loss widened to $14,631 from $9,788. While operating loss increased to $8,788 from $4,321 and total liabilities rose to $787,127 from $721,995 QoQ, the company generated strong operating cash flow of $46,007 versus a $25,288 outflow YoY, increasing cash and equivalents to $143,555 from $102,702 QoQ.

• ·Depreciation and amortization increased 5.9% YoY to $12,308.
• ·Equity-based compensation expense declined to $4,414 from $10,751 YoY.
• ·Weighted average basic Class A shares outstanding: 10,815,704 vs 6,645,011 YoY.
• ·Cash paid for interest: $6,153 vs $7,749 YoY.

05-05-2026

Coinbase Global, Inc. announced a restructuring plan on May 5, 2026, involving a reduction of approximately 700 employees, or 14% of its global workforce as of May 1, 2026, to manage operating expenses amid current market conditions and optimize for the AI era. The company expects to incur $50 million to $60 million in total restructuring expenses, primarily severance and termination benefits, with substantially all charges recognized in Q2 2026. Execution of the plan is expected to be substantially complete in Q2 2026, though actual costs may vary due to local laws and other factors.

• ·Workforce measured as of May 1, 2026
• ·Expenses are substantially all future cash-based, related to employee severance and termination benefits
• ·Estimates subject to local law, consultation requirements, and potential unanticipated charges

05-05-2026

For the three months ended March 31, 2026, Life Time Group Holdings, Inc. reported total revenue of $788,700, up 11.7% YoY from $706,041, with center revenue increasing 11.8% to $767,566, and net income rising 15.7% to $88,098. However, operating expenses grew 9.3% to $653,862, capital expenditures surged 82.6% to $260,016, leading to a $81,986 decrease in cash and cash equivalents. Total equity expanded to $3,219,271, supported by net income and share-based compensation.

• ·Diluted EPS increased to $0.39 from $0.34 YoY.
• ·Interest expense improved to $(15,697) from $(25,107), reducing total other expense.
• ·Share repurchases of $10,702 in Q1 2026.
• ·Weighted-average diluted shares outstanding: 227,454 (Q1 2026) vs 223,619 (Q1 2025).

05-05-2026

Aptiv PLC reported first quarter 2026 U.S. GAAP revenue of $5.1 billion, up 5% YoY (1% adjusted for currency and commodities), driven by 7% growth in North America and South America and 3% in Asia Pacific (including a 2% decline in China), but offset by a 7% drop in EMEA. U.S. GAAP net income improved to $189 million from a $11 million loss, though Adjusted EBITDA dipped slightly to $752 million from $758 million with margin contraction to 14.8% from 15.7%, and free cash flow turned negative at -$362 million versus +$76 million prior year. The company spun off its Electrical Distribution Systems (EDS) business as Versigent on April 1, 2026, sharpening focus on Intelligent Systems and Engineered Components.

• ·Q1 2026 cash and cash equivalents: $3,173 million (up from $1,851 million at Dec 31, 2025)
• ·Long-term debt: $9,248 million as of March 31, 2026 (up from $7,470 million at Dec 31, 2025)
• ·New Aptiv FY2026 guidance: Net sales $12,800 - $13,200 million; Adjusted EBITDA $2,360 - $2,480 million
• ·Q2 2026 New Aptiv guidance: Net sales $3,200 - $3,400 million; Adjusted net income per share $1.30 - $1.50
• ·Electrical Distribution Systems Adjusted EBITDA: $203 million in Q1 2026 (+2% YoY); Engineered Components: $354 million