S&P 500 Financials Sector SEC Filings — May 07, 2026

07-05-2026

Centessa Pharmaceuticals plc entered into a Transaction Agreement on March 31, 2026, with Eli Lilly and Company and its wholly owned subsidiary LDH XV Corporation for the acquisition of Centessa via a Scheme of Arrangement, providing Scheme Shareholders and Company ADS holders $38.00 in cash per share/ADS plus one non-transferable CVR representing up to $9.00 contingent on U.S. NDA approvals for ORX750 or ORX142 products by specified deadlines. The Company Board (excluding recused director Dr. Hedley) unanimously recommends approval based on a fairness opinion from Centerview Partners LLC, with supporting shareholders owning approximately 20% of shares committed to vote in favor via Voting Agreements. Upon completion, Centessa will become a wholly owned Lilly subsidiary, with CNTA ADSs delisted from Nasdaq.

• ·Indication Milestone expires December 31, 2029; IH and NT2 Milestones expire on fifth anniversary of Closing.
• ·CVRs issued not only for Scheme Shares but also for underlying Company Cash-Out Stock Options and Company RSUs outstanding prior to Effective Time.
• ·Final voting results to be filed on Form 8-K within four business days after Company Shareholder Meetings.

07-05-2026

Bob’s Discount Furniture reported Q1 FY2026 net revenue of $578.1 million, up 8.5% YoY from $532.8 million, driven by 5 new stores and 1.2% comparable sales growth, while gross profit rose 8.4% to $256.5 million with flat 44.4% margin. However, net income declined sharply to $2.5 million from $13.1 million, Adjusted EBITDA was nearly flat at $37.6 million (6.5% margin vs. 7.0%), and SG&A increased 9.0% to 40.7% of revenue. The company opened 5 new stores, ended with 214 locations, and reaffirmed full-year FY2026 guidance including $2,600-$2,625 million in revenue and ~20 new stores.

• ·Paid off Term Loan in Q1 FY2026 using IPO proceeds, cash, and Revolving Credit Facility borrowings.
• ·Amended Credit Facility on April 29, 2026, increasing availability to $200.0 million, maturity to April 2031.
• ·FY2026 guidance includes Adjusted EBITDA $255-$265 million, net income $113-$121 million, net capex $110-$115 million.
• ·53rd week in FY2026 expected to contribute $40.0 million net revenues, $3.5 million net income, $5.0 million Adjusted EBITDA.
• ·FD shares outstanding guidance revised to ~135 million from 137 million.

07-05-2026

GigaCloud Technology Inc reported first quarter 2026 revenues of $359.5 million, up 32.2% year-over-year from $271.9 million, gross profit of $85.8 million increasing 34.7%, and net income of $38.1 million rising from $27.1 million with diluted EPS at $1.04, up 52.9%. Marketplace GMV for the trailing 12 months grew 17.5% to $1,664.6 million, active buyers increased 25.2% to 12,473, and active 3P sellers rose 19.3% to 1,377. However, cash, restricted cash, and investments decreased 12.7% to $364.0 million from December 31, 2025, and net cash from operating activities was negative $(21.7) million versus positive $9.4 million in Q1 2025.

• ·Q2 2026 revenue outlook: $365 million to $390 million.
• ·Share repurchase program: $111.0 million authorized in August 2025; Q1 2026 repurchases of 304,321 shares for $12.3 million; cumulative buybacks 5.6 million shares for $113.5 million, with $68.3 million remaining.
• ·Inventories increased to $240.3 million from $188.3 million at December 31, 2025.
• ·Operating lease right-of-use assets: $435.9 million as of March 31, 2026.

07-05-2026

Celsius Holdings reported record Q1 2026 revenue of $782.6 million, up 138% YoY from $329.3 million, driven by Alani Nu ($368.1 million revenue) and Rockstar Energy ($66.6 million), with North America revenue surging 144% to $747.3 million and International up 55% to $35.3 million. However, gross margin declined 400 basis points to 48.3% due to lower-margin acquired brands, and Rockstar Energy retail sales fell 13% YoY while CELSIUS brand revenue grew modestly 6% YoY. Net income increased 148% to $110.1 million, adjusted EBITDA rose 181% to $195.5 million, and the company repurchased $24.1 million in shares.

• ·Celsius Holdings portfolio contributed 45% of the zero-sugar U.S. energy category’s $800 million growth in Q1 2026.
• ·Approximate 20.9% dollar share of the U.S. RTD energy category in Q1 2026.
• ·CELSIUS brand held 9.9% dollar share, Alani Nu 9.0%, Rockstar Energy 2.0% in U.S. RTD energy category L13W ended 3/29/2026.
• ·SG&A expenses increased 95% to $234.6 million (30.0% of revenue vs 36.5% prior year); adjusted SG&A 26.4% of revenue.
• ·Cash and cash equivalents increased to $549.2 million from $398.9 million at year-end 2025.

07-05-2026

Targa Resources Corp. reported record first quarter 2026 adjusted EBITDA of $1,403 million, up 19% YoY from $1,179 million, driven by record Permian inlet and fractionation volumes, alongside net income attributable to the company of $480 million, up 77% YoY. The company raised its full-year 2026 adjusted EBITDA guidance to $5.7 billion to $5.9 billion, declared a quarterly dividend of $1.25 per share (up 25% YoY, totaling $268 million), and repurchased $55 million in shares. However, total revenues fell 10% YoY to $4,095 million due to lower commodity prices, adjusted free cash flow declined 31% YoY to $228 million, and segments like Badlands volumes dropped 7% YoY amid weather impacts and outages.

• ·Completed Falcon II plant in Permian Delaware in February 2026 and East Pembrook in Permian Midland in late March 2026.
• ·Issued $750 million 4.350% Notes due 2031 and $750 million 6.050% Notes due 2056 in March 2026.
• ·G&P segment adjusted operating margin up 16% YoY to $937.1 million; L&T segment experienced sequential declines due to weather and outages.
• ·Q2 2026 Permian inlet volumes trending significantly higher than Q1.
• ·Roadrunner III (265 MMcf/d) and Copperhead II (275 MMcf/d) processing plants expected in Q1 2028.

07-05-2026

Spectrum Brands Holdings reported fiscal 2026 Q2 net sales of $708.9 million, up 4.9% YoY (organic +1.5%), driven by Global Pet Care (+11.2%) and Home & Garden (+11.3%), but partially offset by a 5.5% decline in Home & Personal Care (organic -10.7%). Adjusted EBITDA increased 17.8% to $84.0 million across all segments, with net income from continuing operations at $22.5 million; the company also announced a $127 million strategic investment from Oaktree Capital in its Home & Personal Care segment and updated FY2026 guidance to flat to low single-digit net sales growth and low to mid single-digit Adjusted EBITDA growth.

• ·Company ended Q2 FY2026 with $599.7 million debt outstanding, including $24.0 million revolver borrowings and $496.1 million senior unsecured notes.
• ·FY2026 guidance: Adjusted free cash flow approximately 50% of Adjusted EBITDA; long-term net leverage target 2.0-2.5x.
• ·HPC subsidiaries to be designated as unrestricted subsidiaries post-closing of Oaktree partnership, expected later in May 2026; Spectrum Brands to retain ~73% ownership of Appliances business.
• ·Conference call/webcast scheduled for 9:00 A.M. ET on May 7, 2026.

07-05-2026

Leggett & Platt reported 1Q 2026 trade sales of $918.2 million, down 10% YoY from $1,022.1 million, with organic sales down 5% due to 9% volume decline from weak demand, partially offset by price and currency gains; adjusted EBIT fell to $43 million from $67 million and adjusted EPS to $0.15 from $0.24. While Bedding segment adjusted EBIT improved to $21 million from $13 million on restructuring benefits and metal margins, Specialized Products and FF&T segments saw sharp declines with sales down 19% and 7%, respectively, and adjusted EBIT drops to $18 million (from $32 million) and $5 million (from $22 million) amid divestitures, lower volumes, and cost pressures. The company withdrew 2026 guidance due to the pending acquisition by Somnigroup International, anticipated to close by year-end 2026.

• ·Net Debt 2.8x trailing 12-month adjusted EBITDA
• ·Operating cash flow negative $56 million, down $63 million YoY
• ·First quarter dividend $0.05 per share, flat YoY
• ·U.S. mattress market believed down high single to low double digits in 1Q 2026
• ·Pending acquisition by Somnigroup closing anticipated by year-end 2026, subject to shareholder and regulatory approvals

07-05-2026

Blackstone Secured Lending Fund (BXSL) reported Q1 2026 net investment income of $179 million ($0.77 per share), fully covering the $0.77 dividend (11.7% annualized yield on $26.26 NAV per share), with portfolio investments growing to $13.942 billion (97.6% first-lien senior secured) and new investment fundings of $325 million amid $451 million in repayments. However, NII declined 5.3% YoY from $189 million and from $0.80 per share prior quarter, net income fell sharply to $25 million ($0.11 per share) from $150 million YoY, weighted average yield on performing debt dropped to 9.3% from 10.2% YoY, NAV declined to $6.100 billion from $6.241 billion, and non-accruals rose to 3.1%. Total return was a modest 0.7% for the quarter.

• ·Q2 2026 dividend of $0.77 per share declared, record date June 30, 2026, payable on or about July 24, 2026
• ·Ending debt-to-equity ratio of 1.32x (net of cash 1.27x) as of March 31, 2026; average 1.31x during quarter
• ·95.8% of investments are floating rate debt as of March 31, 2026
• ·Total all-in cost of debt 4.90% in Q1 2026
• ·Weighted average maturity on debt facilities approximately 3.1 years

07-05-2026

Akebia Therapeutics reported Q1 2026 total revenues of $53.5 million, down 6.6% YoY from $57.3 million, driven by a 17.4% decline in Auryxia net product revenues to $36.2 million from $43.8 million, partially offset by 31.7% YoY growth in Vafseo net product revenues to $15.8 million from $12.0 million; total net product revenues reached $52.0 million. Vafseo saw strong commercial momentum with patients increasing 60% and prescribers up 28% QoQ to approximately 1,025, alongside pipeline progress including ongoing Phase 2 praliciguat trial dosing and planned Phase 2 AKB-097 basket study in H2 2026. However, net loss widened to $9.1 million from $6.1 million profit YoY due to higher COGS ($12.3M vs $7.6M), R&D ($14.8M vs $9.8M), and SG&A ($30.4M vs $25.7M) expenses.

• ·Vafseo inventory weeks on hand relatively flat QoQ vs Q4 2025
• ·Approximately 20% of Q1 2026 Vafseo patients and 30% of prescribers from dialysis organizations other than U.S. Renal Care
• ·Approximately two thirds of Q1 2026 Vafseo patients treated under observed dosing protocol
• ·Cash and cash equivalents $184.8 million as of December 31, 2025
• ·VOCAL topline data expected Q4 2026; VOICE topline data early 2027
• ·AKB-9090 Phase 1 topline data expected early 2027; first patient dosed in praliciguat Phase 2 in January 2026
• ·Expected Auryxia revenues to decrease in 2026 vs 2025 due to expanding generic competition
• ·Cash resources sufficient for at least two years

07-05-2026

Arrow Electronics, Inc. filed a Form 8-K on 2026-05-07 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, margins, or period-over-period comparisons are mentioned in the filing summary. This is an informational earnings-related disclosure with no quantified financial metrics provided.

07-05-2026

Apyx Medical Corporation reported Q1 2026 total revenue of $12.5 million, up 32.4% YoY from $9.4 million, with Surgical Aesthetics surging 36.1% to $10.7 million and OEM growing 13.8% to $1.8 million, while international sales jumped 62.9%. Net loss attributable to stockholders narrowed to $2.1 million ($0.05 per share) from $4.2 million ($0.10 per share), Adjusted EBITDA loss improved to $0.3 million from $2.4 million, and gross margin expanded to 63.5% from 60.1%; however, operating expenses remained essentially flat at $8.8 million and OEM revenue is expected to decline for FY2026 to ~$5.0 million from $7.5 million in 2025. The company raised FY2026 total revenue guidance to $59.0-$60.0 million from $57.5-$58.5 million.

• ·Cash and cash equivalents decreased slightly to $31.1 million as of March 31, 2026 from $31.7 million as of December 31, 2025.
• ·FY2026 Surgical Aesthetics revenue guidance raised to $54.0-$55.0 million from prior $53.0-$54.0 million (vs. $45.3 million in FY2025).
• ·FY2026 operating expenses expected to be less than $45.0 million.
• ·Renuvion won the 2026 NewBeauty award for 'Best Minimally Invasive Skin Tightener' for the second year in a row.

07-05-2026

Kelly Services reported Q1 2026 revenue of $1,040.7 million, down 10.7% YoY from $1,164.9 million, with underlying revenue decline of 3.3% (improved 60 bps sequentially) after 7.4% discrete impacts, while segments showed ETM down 13.2%, SET down 11.6%, and Education down 4.8%. Operating loss widened to $5.1 million from prior year earnings of $10.8 million, adjusted EBITDA fell 54.7% to $15.8 million (1.5% margin, down 150 bps), but adjusted SG&A declined 10.3% reflecting ongoing expense optimization. The company affirmed its FY2026 outlook for sequential revenue and adjusted EBITDA margin improvements, targeting Q2 revenue decline of 7-9% and margin of at least 2.5%, with H2 growth expected.

• ·Q1 2026 net loss of $5.9 million vs net earnings of $5.8 million in Q1 2025; diluted loss per share $0.17 vs $0.16 earnings.
• ·Year-to-date free cash flow $(26.5) million.
• ·Global Days Sales Outstanding 64 days (up from 61).
• ·Quarterly dividend of $0.075 per share payable June 2, 2026 to shareholders of record May 18, 2026.
• ·Q2 2026 outlook: revenue decline 7% to 9% (at least 100 bps underlying improvement), adjusted EBITDA margin at least 2.5%.

07-05-2026

Cheniere Energy Partners reported first quarter 2026 revenues of $3.6 billion, up 20% YoY from $2.989 billion, and Adjusted EBITDA of $1.175 billion, up 13% YoY, while declaring a Q1 distribution of $0.790 per common unit and reconfirming full-year 2026 guidance of $3.10-$3.40 per unit. However, net income declined 71% YoY to $186 million from $641 million, primarily due to $599 million in unfavorable derivative fair value changes, including $677 million non-cash losses on IPM agreements. LNG cargoes remained flat at 112 YoY, though volumes increased slightly by 1-2% to 412-413 TBtu.

• ·Q1 2026 common unit distribution: $0.790 ($0.775 base + $0.015 variable), payable May 15, 2026 to record date May 8, 2026
• ·Full year 2026 distribution guidance: $3.10-$3.40 per common unit (base $3.10)
• ·SPL Project production capacity: over 30 mtpa LNG; cumulative >230 million tonnes exported as of May 1, 2026
• ·SPL Expansion Project: up to 20 mtpa, phased approach, pending FERC and DOE approvals
• ·Cash and cash equivalents: $279 million as of March 31, 2026

07-05-2026

MasterCraft Boat Holdings, Inc. reported Q3 FY2026 net sales of $78.2 million, up 3.0% YoY from $76.0 million, driven by favorable model mix and pricing, though partially offset by lower unit volumes (MasterCraft down 3.1% to 409 units). Adjusted EBITDA rose to $10.7 million (up from $7.5 million) and gross margin expanded 420 basis points, but GAAP loss from continuing operations was $0.7 million (vs. $3.8 million profit) due to $9.2 million higher operating expenses from transaction costs related to the pending Marine Products merger. The company ended the quarter with $84.6 million in cash and investments and reaffirmed FY2026 guidance excluding the merger.

• ·Special shareholder meeting scheduled for May 12, 2026, to approve Marine Products merger announced February 5, 2026.
• ·Q3 FY2026 operating expenses increased $9.2 million YoY to $20.8 million, driven by merger-related and ERP costs.
• ·9M FY2026 income from continuing operations $5.4 million vs. $5.3 million prior year.
• ·Cash and equivalents $75.4 million at March 29, 2026, up from $28.9 million at June 30, 2025.

07-05-2026

WhiteHorse Finance reported first quarter 2026 total investment income of $15,862 thousand, down 8.5% QoQ from $17,342 thousand, with net investment income declining 15.2% to $5,603 thousand ($0.253 per share) amid portfolio markdowns and unrealized depreciation of $1,563 thousand. The investment portfolio fair value fell 6.2% to $543,040 thousand, and NAV per share decreased 1.8% to $11.47, though expenses dropped 4.5% to $10,259 thousand, net realized losses improved 58.3% to $4,727 thousand loss, and STRS JV investments grew 1.1% to $327,061 thousand. The board declared a $0.25 per share distribution payable July 6, 2026, and advisers reduced the incentive fee to 17.50% for the quarter ending June 30, 2026.

• ·Portfolio composition as of March 31, 2026: 72.7% first lien secured loans, 0.9% second lien secured loans, 0.2% unsecured loans, 6.7% equity, 19.5% STRS JV.
• ·Net fundings to revolver loans: $0.7 million during Q1 2026.
• ·Transferred $18.9 million in assets to STRS JV during Q1 2026.
• ·Core NII for Q1 2025: $6,843 thousand ($0.294 per share).
• ·Conference call scheduled for May 7, 2026 at 2:00 p.m. ET.

07-05-2026

ARKO Corp. reported a Q1 2026 net loss of $5.6 million, improved from $12.7 million YoY, driven by Adjusted EBITDA growth of 65.1% to $50.9 million, higher retail fuel margins of 48.0 cents per gallon (up from 38.7 cents, +20.1% same-store contribution), and merchandise margins expanding to 33.9% from 33.2%, with same-store merchandise sales ex-cigarettes up 0.4%. However, retail fuel gallons sold declined 3.2% to 194,737 thousand gallons, same-store merchandise sales fell 0.5%, and merchandise contribution decreased 12.0% to $103.5 million due to store conversions. The APC IPO yielded $206.8 million net proceeds, applied to reduce debt by $206.7 million, boosting liquidity to $1.1 billion, while 41 stores were converted to dealer locations and a $0.03 per share dividend was declared.

• ·Converted 41 retail stores to dealer locations in Q1 2026, totaling 450 since 2024 inception, with 75 additional sites committed; expects >$20M cumulative annualized operating income benefit and >$10M G&A savings at scale.
• ·Full-year 2026 guidance unchanged: Adjusted EBITDA $245M-$265M, average retail fuel margin 41.5-43.5 cents per gallon.
• ·Opened 2 NTI retail stores and 1 NTI cardlock in Q1; targets 3 Dunkin’ stores, 1 NTI retail, 20 NTI cardlocks, and 25 remodels for 2026.
• ·Wholesale operating income +$4.4M YoY; fleet fuel contribution +$1.4M YoY.

07-05-2026

ACM Research reported Q1 2026 revenue of $231.3 million, up 34% YoY from $172.3 million, driven by strong ECP, advanced packaging, and shipments of $240.7 million, up 54% YoY from $156.7 million. However, gross margin declined to 46.4% from 47.9%, operating expenses increased 25% to $71.1 million, net income fell to $17.3 million from $20.4 million, and diluted EPS dropped to $0.24 from $0.30. The company maintains FY2026 revenue guidance of $1.08-1.175 billion, implying 21-30% growth, alongside announcements of the ACM Planetary Family portfolio and a $110 million gross proceeds sale of ACM Shanghai shares.

• ·Shipped first PECVD SiCN system to a leading semiconductor manufacturer.
• ·Completed shipments of Ultra C vac-p system to a leading global semiconductor packaging manufacturer outside mainland China and wafer-level systems to a leading OSAT in Singapore.
• ·Sold approximately 4.8 million shares of ACM Shanghai at RMB160.00 per share (~$23.05) on February 6, 2026.
• ·ACM Shanghai announced proposed H-share issuance and secondary listing on Hong Kong Stock Exchange on April 17, 2026.
• ·Non-GAAP diluted EPS $0.34 vs $0.46 YoY (down).
• ·Cash and cash equivalents plus restricted cash and short-term time deposits increased QoQ to $1.25B from $1.13B.

07-05-2026

PSQ Holdings reported Q1 2026 net revenue from continuing operations of $8.2 million, up 167% YoY from $3.1 million, with operating expenses down 18% ($2.0 million reduction), operating loss improved 34% to $6.1 million, and revenue per headcount surging 287% to $173,583. However, net loss widened 45% to $6.5 million due to $7.1 million decrease in fair value gains on warrant and earnout liabilities, loss per share rose 20% to $0.12, and discontinued operations revenue remained flat at $3.7 million YoY. The company reduced headcount 41% to 47 full-time employees amid operational restructuring, targeting $8.0 million annualized savings.

• ·Payments Gross Merchandise Volume (GMV) exceeded $186 million in Q1 2026, a record.
• ·Credit GMV increased 32% (period unspecified).
• ·Income from discontinued operations, net of tax: $26,710 in Q1 2026 vs. $2.4 million loss in Q1 2025.
• ·Cash and cash equivalents: $10,057,059 as of March 31, 2026 (down from $14,644,384 at Dec 31, 2025).
• ·Total assets: $54,354,878 as of March 31, 2026 (down from $59,678,408 at Dec 31, 2025).

07-05-2026

Loar Holdings Inc. reported record Q1 2026 net sales of $156.1 million, up 36.1% YoY including 11.4% organic growth, and Adjusted EBITDA of $63.2 million, up 46.6% YoY with margin expansion to 40.5% from 37.6%. However, net income fell to $11.1 million from $15.3 million and diluted EPS declined to $0.12 from $0.16, driven by higher interest expense, amortization of acquired intangibles, and inventory step-up from LMB and Harper Engineering acquisitions. The company revised its full-year 2026 guidance upward for net sales ($645-655 million from $640-650 million) and Adjusted EBITDA ($257-262 million from $253-258 million), but downward for net income ($53-57 million from $59-63 million) and diluted EPS ($0.54-0.59 from $0.60-0.65).

• ·Full-year 2026 guidance assumes low-double-digit growth in Commercial, Business Jet, and General Aviation OEM and aftermarket, and mid-single-digit Defense growth.
• ·Expected full-year 2026 interest expense approximately $80 million, depreciation $15 million, amortization $65 million.
• ·Total current assets increased to $335.1 million as of March 31, 2026 from $298.5 million as of December 31, 2025.

07-05-2026

Ormat Technologies reported Q1 2026 total revenues of $403,911 thousand, surging 75.8% YoY to $403.9M driven by Product segment growth of 458% to $177,383 thousand and Energy Storage up 153% to $44,925 thousand, while Electricity revenues were nearly flat at +0.8% ($181,603 thousand). Net income attributable to stockholders increased 9.2% to $44,068 thousand with diluted EPS of $0.71, but was tempered by $8,112 thousand impairment of long-lived assets, higher interest expense of $44,993 thousand, and operating cash flow declining 10.7% to $78,579 thousand. The company acquired a business for $79,300 thousand cash (net assets $88,900 thousand, bargain gain $9,600 thousand) and issued $976,500 thousand in 2031 Convertible Notes, boosting cash to $762,942 thousand.

• ·Impairment of long-lived assets: $8,112 thousand in Q1 2026 (none in Q1 2025)
• ·Write-off of unsuccessful exploration and storage activities: $2,082 thousand (up from $516 thousand YoY)
• ·Capital expenditures: $113,787 thousand in Q1 2026 (down from $192,602 thousand YoY)
• ·Purchase of treasury stock: $24,395 thousand
• ·Cash dividend: $0.12 per share, total $7,506 thousand
• ·2031 Convertible Notes principal: $1,000.0 million at March 31, 2026

07-05-2026

Target Hospitality Corp. (Nasdaq: TH) announced the appointment of Paul Hohnsbeen as an independent director to its Board of Directors, effective May 5, 2026, with membership on the Nominating and Corporate Governance Committee. Mr. Hohnsbeen brings over three decades of expertise in data centers, real estate development, construction, energy infrastructure, and AI-enabled workflows, particularly from roles at Aligned Data Centers, Equinix, and others. The appointment supports Target's strategic growth in high-value end markets like AI-driven data centers, as stated by CEO Brad Archer.

• ·Mr. Hohnsbeen's career highlights: COO at Aligned Data Centers (since 2022), VP IBX Operations EMEA at Equinix (2016-2021), Director Business Strategy at Laing O’Rourke (2013-2015), Group COO at Global Switch (2010-2012), Executive Program Director at KEO International Consultants (2009-2010), various executive roles at Lehman Brothers (2002-2008), and senior roles at Deutsche Bank, Morgan Stanley, Gregotti Associati International, and Skidmore, Owings & Merrill.
• ·Bachelor of Arts in Architecture from University of California, Berkeley.
• ·Investor contact: Mark Schuck, (832) 702-8009, ir@targethospitality.com

07-05-2026

Kontoor Brands reported stronger Q1 2026 results with revenue from continuing operations at $613 million, up 45% YoY driven by the Helly Hansen acquisition (16% pro-forma growth) and Wrangler growth of 4% globally (U.S. +1%, international +20%), alongside adjusted gross margin expansion of 470 basis points to 50.6%. The company raised its full-year 2026 outlook to $3.41-$3.46 billion in total revenue (continuing operations $2.66-$2.71 billion) and $6.60-$6.70 adjusted EPS, announced a planned divestiture of the Lee business (Q1 revenue $195 million, FY ~$750 million as discontinued operations), and authorized a $750 million share repurchase program. While operating income from continuing operations grew 60% to $87 million adjusted, SG&A expenses increased to $224 million or 36.5% of revenue, reflecting investments and Helly Hansen integration.

• ·Q1 2026 adjusted EPS from continuing operations: $1.06 (includes $0.26 from Helly Hansen, $0.11 overhead reclass from Lee)
• ·FY2026 adjusted gross margin outlook: 48.3% to 48.5% (+180-200 bps YoY)
• ·FY2026 adjusted operating income outlook from continuing operations: $411-$418M (+15-17% YoY)
• ·Q1 end: $493M available under Revolving Credit Facility; net leverage targeted below 1.5x by FY2026 end
• ·Quarterly dividend: $0.53 per share, payable June 18, 2026 (record June 8, 2026)
• ·IEEPA tariff reversal: $29M of $49M COGS reduction related to 2025; outlook assumes 15% reciprocal tariffs (10% from Feb 24, 2026)

07-05-2026

Maximus reported Q2 FY2026 revenue of $1.31 billion, down 4% YoY from $1.36 billion due to the absence of prior-year natural disaster support and temporary surges, but delivered improved diluted EPS of $1.80 (up from $1.69) and adjusted diluted EPS of $2.07 (up from $2.01), with adjusted EBITDA margin expanding to 14.4% from 13.7%. Segment results were mixed: U.S. Federal revenue fell to $753 million (vs $778 million) but organic growth was 1.5% and operating margin rose to 17.6% (vs 15.3%); U.S. Services revenue declined to $416 million (vs $442 million) with operating margin at 9.3% (vs 12.2%, or 10.9% adjusted); Outside U.S. revenue dropped to $137 million (vs $142 million) and swung to a $3.1 million operating loss from a $4.8 million profit. The company raised FY2026 adjusted EBITDA margin guidance to 14.2% (+20 bps) and adjusted diluted EPS to $8.25-$8.55 (+$0.20), reiterated revenue at $5.2-$5.35 billion, and authorized a $400 million share repurchase program refresh alongside a $0.33 quarterly dividend.

• ·YTD signed contract awards $913 million; contracts pending $322 million.
• ·Sales pipeline: $4.55 billion proposals pending, $1.48 billion in preparation, $50.7 billion opportunities tracking; 59% new work.
• ·Unrestricted cash $157 million; net leverage 1.8x (target 2x-3x); DSO 78 days.
• ·Q2 cash from operations $190 million.
• ·Quarterly dividend $0.33/share payable June 1, 2026 (record May 15, 2026).
• ·FY2026 guidance: free cash flow $450-$500 million; interest expense $84 million; tax rate 24-25%.
• ·Non-cash impairment $6.9 million in U.S. Services; R&D tax benefit $4.2 million.

07-05-2026

At Aflac Incorporated's Annual Shareholder Meeting on May 4, 2026, all 11 director nominees were elected with overwhelming majorities (For votes ranging from 1,085,917,275 to 1,124,829,994 against Against votes of 5,065,442 to 41,854,640), the non-binding advisory proposal on executive compensation was approved (1,082,304,402 For vs 43,858,310 Against), and KPMG LLP was ratified as auditors for the year ending December 31, 2026 (1,166,216,707 For vs 37,699,881 Against). However, a shareholder proposal for an independent board chairman was strongly rejected (136,304,171 For vs 982,422,907 Against). Total shares entitled to vote were 515,183,672 with 1,495,448,165 total voting rights; J&A Alliance Trust held 20% of voting power.

• ·85,520,827 directly registered shares entitled to ten votes per share
• ·23,397,450 shares held in 'street' or 'nominee' name exercised ten votes per share
• ·Shareholders Agreement voting restrictions require J&A Alliance Trust to vote excess over 20% proportionally to non-Trust shares, including in change of control transactions
• ·KPMG LLP ratification had 0 broker non-votes

07-05-2026

Designer Brands Inc. (DBI) filed its DEF 14A Proxy Statement on May 7, 2026, for the virtual 2026 Annual Meeting of Shareholders on June 17, 2026 (record date April 23, 2026), proposing election of four Class I directors to serve until 2029, ratification of Deloitte & Touche LLP as FY2026 auditors, advisory approval of FY2025 named executive officer compensation, and multiple amendments to the Code of Regulations including enhanced advance notice procedures and voting standard changes. CEO Douglas M. Howe noted FY2025 progress in business transformation, including elevated assortment, inventory productivity gains, a new DSW brand positioning campaign, and Brand Portfolio profitability improvements despite tariff challenges, alongside FY2026 organizational changes and new CFO Sheamus Toal appointment. No quantitative declines or flat metrics were disclosed.

• ·2026 Annual Meeting: June 17, 2026 at 1:00 p.m. ET, virtual-only at www.virtualshareholdermeeting.com/DBI2026
• ·Voting: One vote per Class A share, eight votes per Class B share
• ·Proxy materials distributed beginning May 7, 2026, including 2025 Form 10-K

07-05-2026

The Federal Home Loan Bank of Chicago announced the creation of direct financial obligations through consolidated obligation bonds totaling $260 million in par value, for which it serves as the primary obligor, issued via trade dates on May 4-5, 2026. These include three tranches at 4.00% coupon (totaling $250 million maturing June 4, 2027) and one at 4.05% ($10 million maturing May 12, 2028), all with Optional Principal Redemption (Bermudan style) and Fixed Constant rates. The filing notes these are routine funding activities via capital markets, with no period-over-period comparisons provided.

• ·Bonds feature Optional Principal Redemption (Bermudan call style) with next call dates of 8/6/2026 or 5/12/2027
• ·Settlement dates: 5/6/2026 (three bonds), 5/12/2026 (one bond); next pay dates: 11/6/2026 or 11/12/2026
• ·Schedule A excludes discount notes with maturity ≤1 year issued in ordinary course and does not reflect derivatives or total outstanding obligations
• ·Consolidated obligations are joint and several liabilities of the eleven Federal Home Loan Banks, not U.S. government guaranteed

07-05-2026

LeonaBio reported Q1 2026 financial results with cash of $67.7M (down from $88.3M at year-end 2025), R&D expenses up to $10.3M (from $4.3M YoY), G&A up to $6.9M (from $5.2M YoY), and net loss widened to $32.9M or $1.73/share (from $9.1M or $2.34/share YoY), though supported by a $90M financing and potential $146M more. Pipeline advances include on-track Phase 3 ELAINE-3 enrollment completion in 4Q 2026 (topline 2H 2027) and Phase 2 ATH-1105 initiation in 2H 2026, alongside three new board appointments. Increased cash burn reflects higher clinical spending but positions the company for key milestones.

• ·ELAINE-1 Phase 2: median PFS 5.6 months (vs 3.7 months fulvestrant), ORR 13.3% (vs 2.9%).
• ·ELAINE-2 Phase 2: median PFS ~13 months, ORR 56%, clinical benefit rate 65.5%.
• ·Phase 1 ATH-1105: favorable safety, dose-proportional PK, CNS penetration in 80 healthy volunteers (completed Nov 2024).
• ·ELAINE-3 protocol amendment: sample size increased from 500 to up to 600 participants.
• ·Board retirements: John Fluke, Jr. effective May 4, 2026.

07-05-2026

Personalis reported Q1 2026 revenue of $15.5 million, down 25% YoY from $20.6 million due to a planned decline in non-core revenue as focus shifts to MRD offerings, while clinical test volume surged 258% YoY and 26% sequentially to 7,815 tests with clinical revenue rising to $1.4 million from $0.3 million. The company secured Medicare coverage for lung cancer surveillance (Stage I-III NSCLC), launched Real-Time Variant Tracker for NeXT Personal, and presented strong data at AACR; however, net loss widened to $30.0 million from $15.8 million amid high costs. Full-year 2026 guidance reaffirmed with total revenue $78-80 million, clinical revenue $10-11 million (five-fold YoY growth), but gross margins of 15-20% and cash usage of ~$100 million.

• ·Pharma testing services revenue $10.7M in Q1 2026 (down from $13.6M YoY); enterprise sales $0.4M (down from $2.5M); population sequencing $2.5M (down from $4.2M).
• ·Full-year 2026 guidance: pharma testing services and other customers $55-56M; population sequencing and enterprise sales ~$13M; clinical volume 43,000-45,000 tests.
• ·Cash usage guidance ~$100M for FY 2026 driven by commercial investments.
• ·Related party revenue $3.1M in Q1 2026 (vs $0.5M in Q1 2025).

07-05-2026

Gogo Inc. reported Q1 2026 total revenue of $226.3 million, down 2% YoY and 2% QoQ, with equipment revenue up 22% YoY to $38.6 million on a record 511 ATG units sold, offset by service revenue declining 5% YoY to $187.7 million including a 9% YoY drop in business aviation service revenue. Adjusted EBITDA increased 41% QoQ to $53.3 million despite a 14% YoY decline, while net cash used in operating activities was $7.2 million and free cash flow was $(19.2) million. The company completed a $21.1 million debt repayment in April, reaffirms 2026 guidance of $905-945 million total revenue, and anticipates ramps in Gogo Galileo and 5G.

• ·Aircraft online (AOL) as of March 31, 2026: Total ATG 6,116 (down 11% YoY), ATG AVANCE 4,851 (up 3% YoY), Broadband GEO 1,306 (up 2% YoY), Gogo Galileo 111 (up 50% QoQ).
• ·2026 guidance: Adjusted EBITDA $198-218M, Free Cash Flow $90-110M, net capex $20M (after $45M FCC reimbursement).
• ·$40.0 million earn-out payment in April 2026 related to Satcom Direct acquisition.
• ·Net cash used in operating activities $(7.2) million; Free Cash Flow $(19.2) million in Q1 2026.

07-05-2026

MACH Natural Resources LP reported Q1 2026 total revenues of $285,925 thousand, up 26% YoY from $226,768 thousand, driven by net oil, natural gas, and NGL sales rising 45% to $365,546 thousand with natural gas sales surging 92% to $165,577 thousand. However, the company posted a net loss of $35,038 thousand versus $15,886 thousand income in Q1 2025, due to a larger $96,899 thousand loss on derivatives and operating expenses climbing 69% to $295,634 thousand. Operating cash flow increased 20% to $170,313 thousand, though partners' capital fell to $1,848,518 thousand amid $90,217 thousand distributions and IKAV acquisition adjustments.

• ·Cash and cash equivalents increased to $52,689 thousand from $42,633 thousand at December 31, 2025.
• ·Net cash used in investing activities improved to $60,973 thousand outflow from $78,010 thousand.
• ·Distributions to unitholders totaled $90,217 thousand in Q1 2026 versus $59,729 thousand in Q1 2025.
• ·IKAV acquisition final settlement involved cancellation of 1,422 common units valued at $19,047 thousand.
• ·Long-term debt decreased slightly to $1,134,520 thousand from $1,144,056 thousand at December 31, 2025.

07-05-2026

Entergy Corporation entered into forward sale agreements on May 5, 2026, with Wells Fargo Bank, Citibank, N.A., Barclays Bank PLC, and The Bank of Nova Scotia for an aggregate of 19,247,788 shares of common stock at an initial forward sale price of $110.74 per share, with settlement at the company's election on or prior to April 30, 2028. In connection, forward sellers sold these borrowed shares via an underwriting agreement with representatives including Wells Fargo Securities, LLC, granting an option for an additional 2,887,168 shares; the offering closed on May 7, 2026. Physical or net share settlement may result in dilution to earnings per share, while cash settlement could involve payments based on market price versus forward price.

• ·Forward sale price subject to daily adjustments based on overnight bank funding rate less a spread, and decreases on specified dates.
• ·Forward purchasers may accelerate settlement under certain circumstances, including borrowing difficulties, excess dividends, ownership thresholds, extraordinary events, or defaults.

07-05-2026

Telos Corporation held its annual stockholder meeting on May 7, 2026, where seven directors were elected by plurality vote, PricewaterhouseCoopers LLP was ratified as independent auditors for FY 2026, Amendment No. 2 to the 2016 Omnibus Long-Term Incentive Plan was approved to increase available shares by 5,380,000, and the say-on-pay proposal received majority approval. All proposals passed with strong support, though the incentive plan had notable opposition (5,837,559 against) and broker non-votes (7,719,872). Director elections saw varying levels of support, with David Borland receiving the lowest FOR votes at 44,173,074 amid 10,697,281 withheld.

• ·Director election votes - WITHHELD: John B. Wood (2,331,230), David Borland (10,697,281), Maj. John W. Maluda (2,295,302), Bonnie Carroll (2,830,510), Derrick D. Dockery (2,773,307), Brad Jacobs (1,965,556), Fredrick D. Schaufeld (1,639,801)
• ·Auditor ratification: AGAINST 121,460, ABSTAIN 16,880
• ·Incentive plan: AGAINST 5,837,559, ABSTAIN 23,418
• ·Say-on-pay: AGAINST 1,649,451, ABSTAIN 28,207

07-05-2026

Corvus Pharmaceuticals reported Q1 2026 financial results with cash, cash equivalents, and marketable securities of $236.7M, up significantly from $56.8M at year-end 2025 due to $189.4M net proceeds from a January financing, providing runway into Q2 2028; however, R&D expenses rose 49% to $11.2M and the company posted a $13.7M net loss versus $15.2M net income in Q1 2025. Clinical progress included positive Phase 1 atopic dermatitis data from cohort 4, initiation of a Phase 2 trial enrolling ~200 patients, ongoing Phase 3 for PTCL, and plans for Phase 2 trials in hidradenitis suppurativa and asthma.

• ·Investor and analyst meeting scheduled for May 14, 2026 at 1:30 pm ET to review SID data.
• ·SID Annual Meeting in Chicago, May 13-16, 2026, with two oral presentations on Phase 1 atopic dermatitis final data.
• ·Non-cash loss from investment in Angel Pharmaceuticals: $0.6M in Q1 2026 vs $0.5M in Q1 2025; Q1 2025 also included $25.1M non-cash income from warrant liability fair value change.
• ·Corvus holds 49.7% equity stake in Angel Pharmaceuticals (excluding 7% ESOP).

07-05-2026

Wave Life Sciences Ltd. (Wave-Singapore) is seeking shareholder approval via a proxy statement for a scheme of arrangement to redomicile its ultimate parent from Singapore to Delaware, forming Wave Life Sciences, Inc. (Wave-Delaware) as the new publicly traded parent through a one-for-one exchange of ordinary shares, with the board unanimously recommending approval for benefits like administrative efficiencies and Delaware's favorable corporate laws. The special meeting is scheduled for June 22, 2026, with a record date of April 27, 2026, when 192,402,202 ordinary shares were outstanding held by 150 scheme shareholders; however, risks include changes in shareholder rights under Delaware law versus Singapore law.

• ·Quorum at Special Meeting requires presence of at least two Scheme Shareholders holding a majority of outstanding ordinary shares.
• ·Approval of Wave Redomiciliation Proposal requires (i) majority in number of Scheme Shareholders present and voting, and (ii) at least 75% of shares held by those present and voting.
• ·Implementation Agreement dated April 15, 2026.
• ·Special Meeting location: 733 Concord Avenue, Cambridge, MA 02138, at 1:00 p.m. Eastern time on June 22, 2026.

07-05-2026

Consensus Cloud Solutions reported Q1 2026 revenues of $88.5 million, up 1.5% YoY from $87.1 million, driven by 8.2% growth in Corporate channel but partially offset by a 9.5% decline in SoHo business. Net income rose 16.7% to $24.7 million with EPS up 21.5% to $1.30, while Adjusted EBITDA increased slightly 1.4% to $47.9 million though margin dipped 0.1 pts to 54.1%; the company repurchased approximately 600,000 shares for $17.0 million and ended with $92.3 million in cash. It reaffirmed FY 2026 guidance with revenue midpoint $357.0 million and released Q2 guidance with revenue midpoint $89.9 million.

• ·Net cash provided by operating activities increased 11.9% to $45.8M in Q1 2026 from $40.9M.
• ·Free cash flow increased 14.0% to $38.5M in Q1 2026 from $33.7M.
• ·FY 2026 guidance: Adjusted EBITDA $182.0M-$193.0M midpoint $187.5M; Adjusted EPS $5.55-$5.95 midpoint $5.75.
• ·Q2 2026 guidance: Revenue $87.9M-$91.9M midpoint $89.9M; Adjusted EBITDA $46.4M-$49.6M midpoint $48.0M.
• ·Total assets $678.7M as of March 31, 2026, up from $663.8M at Dec 31, 2025; long-term debt $549.8M.

07-05-2026

SenesTech, Inc. supplemented its proxy statement for the June 9, 2026 annual meeting with disclosures on leadership changes: Michael Edell was appointed President, CEO, and Class III Director on May 6, 2026, succeeding Joel L. Fruendt who resigned from those roles; Matthew K. Szot was appointed Board Chair succeeding Jamie Bechtel. Edell's employment agreement provides a $360,000 base salary, 60% target annual bonus, and an option for 263,288 shares (5% of outstanding common stock) vesting over three years, subject to shareholder approval of the 2018 Equity Incentive Plan amendment; board committees were also reconstituted. No changes to voting recommendations or prior proxies.

• ·Michael Edell's option vests 1/12th quarterly over three years starting May 1, 2026, contingent on 2018 Equity Incentive Plan share increase approval.
• ·Edell severance includes up to 12 months base salary continuation, healthcare reimbursement, full option vesting, and pro-rated bonus upon termination without Cause or Good Reason resignation.
• ·Board committees reconstituted: Audit (Szot Chair, Leach, Moss); Compensation (Bechtel Chair, Szot, Grandinetti); Nominating (Bechtel Chair, Szot, Leach); Commercialization (Grandinetti Chair, Moss, Graham).
• ·MaddieBrit Products, LLC (founded by Edell) filed Chapter 11 in June 2024 and was sold in March 2025.

07-05-2026

Devon Energy Corp (DE) filed an 8-K on 2026-05-07 (AccNo: 0001193125-26-211971, size 256 KB) announcing the completion of an acquisition or disposition of assets under Item 2.01, alongside departure/election of directors or officers and compensatory arrangements under Item 5.02, amendments to articles of incorporation or bylaws under Item 5.03, Regulation FD disclosure under Item 7.01, and financial statements/exhibits under Item 9.01. No specific transaction details, parties, values, financial metrics, or performance changes (positive, negative, or flat) are disclosed. The filing is informational on event completion and governance updates without quantified impacts.

• ·AccNo: 0001193125-26-211971
• ·File size: 256 KB

07-05-2026

Sensus Healthcare, Inc. filed an 8-K on 2026-05-07 disclosing results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. No specific revenue, earnings, balance sheet metrics, period-over-period changes, or other quantitative data are mentioned in the provided filing details. This appears to be a standard earnings-related disclosure without detailed metrics extracted.

07-05-2026

Orion Properties Inc. reported Q1 2026 total revenues of $36.3 million, down from $38.0 million YoY, with net loss widening to $(13.6) million or $(0.24) per share from $(9.4) million or $(0.17) per share; however, Core FFO improved to $11.7 million or $0.21 per diluted share from $10.7 million or $0.19 per share. The company completed 355,000 square feet of leasing, sold two properties for $13.1 million in Q1 and seven more post-quarter for $35.6 million, and acquired a 75,000 square foot property for $15.0 million, while occupancy stood at 83.1%. It declared a $0.02 per share dividend for Q2 2026 and reaffirmed 2026 Core FFO guidance of $0.69-$0.76 per share amid an ongoing strategic options review.

• ·Unconsolidated Joint Venture experienced payment default on $128.2 million non-recourse mortgage notes in February 2026; Company reduced carrying value of investment to zero and suspended loss recognition.
• ·New Credit Facility Revolver: $215.0 million commitment, maturity February 2028 (extendable to 2029).
• ·CMBS Loan amendment extends maturity to February 2029 (extendable), unchanged 4.971% interest rate.
• ·2026 guidance: Net Debt to Adjusted EBITDA 6.5x-7.3x; G&A Expense $19.8-$20.8 million.

07-05-2026

Pacific Biosciences of California, Inc. filed an 8-K on 2026-05-07 disclosing results of operations and financial condition under Item 2.02, accompanied by financial statements and exhibits under Item 9.01. No specific revenue, earnings, margins, guidance, period-over-period changes, or other quantitative financial metrics are disclosed in the provided filing information. This is a standard earnings-related disclosure with no detailed operational or balance sheet impacts mentioned.

07-05-2026

SITE Centers Corp. reported Q1 2026 net income of $0.9 million ($0.02 per diluted share), down from $3.1 million ($0.06 per share) YoY, and Operating FFO loss of $1.9 million ($0.04 loss per share) versus $8.3 million income ($0.16 per share) YoY, primarily due to lower NOI from property dispositions and impairment charges of $17.5 million, partially offset by gains on JV interest sales ($20.0 million) and real estate dispositions ($4.0 million). The company sold two properties for $74.5 million in Q1 and three YTD for $85.6 million, boosting unrestricted cash to $193.5 million, but leased and commenced rates declined to 85.9% and 84.7% respectively from 89.8% and 89.4% YoY amid transactional activity. Operating centers dropped to 16 from 33 YoY with pro rata GLA at 1,567k sq ft versus 5,918k sq ft.

• ·Executed one new lease and eight renewals for 17,906 square feet in Q1 2026.
• ·Portfolio: 6 wholly owned centers and 10 JV centers at March 31 2026.
• ·Total assets $401.9 million at Q1 2026 end, down from $418.7 million at Q4 2025.
• ·No common stock dividends declared in Q1 2026 or Q1 2025.

07-05-2026

ProPetro Holding Corp. (NYSE: PUMP) priced an upsized $600 million aggregate principal amount of 0.00% convertible senior notes due 2031, increased from the previously announced $500 million, with settlement scheduled for May 7, 2026. Net proceeds are estimated at $581.3 million (or $668.6 million if the $90 million option is fully exercised), to be used for $32.0 million in capped call transactions and general corporate purposes including growth capital for power generation equipment. The notes are senior unsecured obligations with an initial conversion price of $23.17 per share, a 37.5% premium over the May 4, 2026 closing price of $16.85.

• ·Initial conversion rate: 43.1616 shares of common stock per $1,000 principal amount of notes.
• ·Notes mature on November 15, 2031; convertible from August 15, 2031, or earlier upon certain events.
• ·Capped call cap price initially $29.49 per share.
• ·Notes redeemable on or after May 15, 2029, if stock price exceeds 130% of conversion price.
• ·Fundamental change allows noteholders to require repurchase for cash.

07-05-2026

Fox Factory Holding Corp. reported first quarter fiscal 2026 net sales of $368.7 million, up 3.9% YoY to the high end of guidance, with Powered Vehicles Group (PVG) sales rising 17.4% to $143.4 million, Aftermarket Applications Group (AAG) up 2.6% to $114.8 million, but Specialty Sports Group (SSG) declining 8.7% to $110.5 million. Adjusted EBITDA of $35.7 million exceeded guidance but declined from $39.6 million YoY with margin contracting to 9.7% from 11.2%, while gross margin fell to 28.9% from 30.9%; net loss was $15.0 million versus $259.7 million prior year (impacted by goodwill impairment). The company completed divestiture of Phoenix AAG operations (Shock Therapy, Upfit UTV, Geiser) with proceeds for debt reduction and reaffirmed $50 million fiscal 2026 cost savings.

• ·Q2 FY2026 guidance: Net sales $343M-$365M; Adjusted EBITDA $32M-$40M.
• ·FY2026 guidance reaffirmed: Net sales $1.328B-$1.416B; Adjusted EBITDA $174M-$203M.
• ·Total operating expenses $100.4M (27.2% of sales) vs. $360.3M (101.5%) prior year.
• ·Total debt increased to $688.2M from $673.5M QoQ.
• ·Credit agreement amended in May to expand net leverage covenant to 5.0x from 4.5x.

07-05-2026

ICU Medical reported first quarter 2026 GAAP revenue of $530.2 million, down 12% YoY from $604.7 million primarily due to the May 1, 2025 divestiture of the IV Solutions business within Vital Care; however, non-GAAP organic revenue increased 1% excluding the divestiture and foreign currency impacts. Gross margin expanded to 39% from 35%, GAAP net income turned positive at $30.1 million ($1.20 diluted EPS) versus a $15.5 million loss (-$0.63/share), though adjusted EBITDA was nearly flat at $98.7 million versus $99.4 million. Consumables revenue rose 4.5% to $278.3 million and Infusion Systems grew 8% to $179.6 million, while Vital Care plummeted 58% to $72.3 million post-divestiture.

• ·Operating cash flow was $38.9 million in Q1 2026, down from $51.3 million in Q1 2025.
• ·Cash and cash equivalents decreased to $288.3 million at March 31, 2026 from $308.0 million at December 31, 2025.
• ·Inventories decreased to $605.6 million at March 31, 2026 from $615.9 million at December 31, 2025.
• ·Adjusted diluted EPS was $1.97 in Q1 2026 versus $1.72 in Q1 2025.

07-05-2026

07-05-2026

07-05-2026

PTC Therapeutics, Inc. filed an 8-K on May 7, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), and Item 9.01 (Financial Statements and Exhibits). This is a multi-item filing typical for earnings releases, but no specific financial metrics, revenue, earnings, guidance, or period-over-period comparisons are disclosed in the provided information. No positive or negative performance indicators are mentioned.

07-05-2026

Microchip Technology Inc. filed an 8-K on 2026-05-07 reporting results of operations and financial condition under Item 2.02, with financial statements and exhibits attached under Item 9.01. No quantitative financial metrics, period-over-period comparisons, guidance, or other specific data such as revenue, earnings, or balance sheet impacts were explicitly stated in the filing description. This is a standard multi-item disclosure for financial results with no directional performance indicators provided.

07-05-2026

Abacus Global Management reported strong Q1 2026 results with total revenue up 35% YoY to $59.4M, adjusted net income up 17% to $20.1M, adjusted EBITDA up 33.3% to $32.7M, and operating cash flow of $91.7M versus negative $61.6M prior year; longevity income funds AUM grew nearly 4x YoY to ~$1B while gross AUM reached $3.6B. However, life settlement policies held declined to 659 from 753 YoY, life settlement policies at fair value dropped to $392.8M from $468.9M at year-end, and total assets decreased to $829.8M from $902.2M. The company raised FY2026 adjusted net income guidance to $100–$106M (up to 24% YoY) and announced a $53M minority stake acquisition in Manning & Napier, expected to close Q2 2026.

• ·Announced leadership changes post-quarter: Alexei Solomon elevated to Chief Accounting Officer, Elena Plesco named CIO, Samantha Butcher to Executive Officer, Bill McCauley to COO.
• ·Board approved additional $20M share repurchases in January 2026.
• ·Returned 100% of investor capital in LMA Income II Fund at term, with two-thirds recommitting or extending.
• ·Annualized turnover ratio 1.9x (within 1.5x-2.0x target); average realized gain 26% (exceeds 20% target).
• ·Cash and equivalents $37.2M; total assets $829.8M as of Mar 31, 2026.

07-05-2026

ESS Tech reported Q1 2026 revenue of $128 thousand, a sharp decline from $0.6 million YoY due to fewer equipment deliveries, but narrowed its net loss to $15.9 million from $18.0 million and cut operating expenses 33% to $6.7 million. Adjusted EBITDA loss improved 31% YoY to $10.3 million, supported by a $15 million registered direct offering that boosted total liquidity to $21.5 million, while securing a $9.9 million contract for a 27 MWh system and advancing Project New Horizon (5 MW / 50 MWh). Commercial progress includes the VoltStorage assets acquisition and partnerships, though revenue remains low amid commercialization transition.

• ·Successfully commissioned two ESS Iron Flow battery systems at Turlock Irrigation District.
• ·Signed letter of intent for strategic partnership with Alsym Energy for next-generation sodium-ion batteries.
• ·Acquired intellectual property and assets of VoltStorage GmbH, including patents and key personnel.
• ·Appointed Randall Selesky as Chief Commercial Officer.
• ·Final APPA efficacy report validates Iron Flow Battery technology for utility use cases.
• ·Manufacturing for Project New Horizon to begin in 2026, delivery targeted for December 2027.