S&P 500 Industrials Sector SEC Filings — May 05, 2026

05-05-2026

Eaton Corp plc reported Q1 2026 net sales of $7,451 million, up 16.9% YoY from $6,377 million, with strong growth in Electrical Americas (+19.6%), Electrical Global (+20.8%), and Aerospace (+16.3%) segments. However, net income declined 10.1% YoY to $868 million from $965 million, total comprehensive income fell sharply to $748 million from $1,056 million, and Mobility segment sales decreased 1.7% YoY to $766 million. The company made significant acquisitions totaling $11,079 million in cash, boosting total assets to $55,085 million from $41,251 million at year-end 2025 but increasing long-term debt to $18,535 million from $8,758 million.

• ·Net cash used in investing activities was $11,375 million in Q1 2026 vs $1,233 million provided in Q1 2025, primarily due to acquisitions.
• ·Net cash provided by financing activities was $10,796 million in Q1 2026, driven by $9,871 million in borrowings proceeds.
• ·Cash balance decreased to $565 million as of March 31, 2026 from $622 million at December 31, 2025.
• ·Purchase price allocations detailed for acquisitions including $9,549 million total consideration on March 12, 2026 and $1,529 million on January 23, 2026.

05-05-2026

Global Net Lease reported Q1 2026 revenue of $109.3 million, down 17% YoY from $132.4 million primarily due to asset dispositions, and AFFO of $43.9 million or $0.21 per share, down 28% from $66.2 million or $0.29 per share. Positively, net debt was reduced by $1.3 billion YoY to $2.4 billion, liquidity increased to $911.1 million from $499.1 million, annualized G&A expense decreased 25% to $49 million, and the company entered a definitive $535 million all-stock merger agreement with Modiv Industrial expected to be immediately 4% accretive to AFFO. GNL reaffirmed FY2026 AFFO per share guidance of $0.80 to $0.84, excluding the Modiv transaction.

• ·Office occupancy increased to 99% in Q1 2026 from 95% in Q1 2025.
• ·64% of annualized straight-line rent from investment-grade or implied investment-grade tenants, up from 60% YoY.
• ·Portfolio weighted-average remaining lease term of 5.9 years; 87% with contractual rent increases.
• ·Net Debt to Adjusted EBITDA at 7.2x as of March 31, 2026.
• ·FY2026 guidance assumes gross transaction volume of $250 million to $350 million.

05-05-2026

Dentsply Sirona reported Q1 2026 net sales of $880 million, nearly flat at 0.1% YoY as reported but down 6.7% on a constant currency basis, with GAAP gross margin declining to 48.5% from 53.0% and adjusted EBITDA falling 22.8% to $129 million. While Wellspect Healthcare grew 15.0% YoY and operating cash flow improved to $40 million from $7 million, Connected Technology Solutions was flat on constant currency, Essential Dental Solutions declined 0.9%, and Orthodontic and Implant Solutions dropped 8.1%. The company launched AI-enabled Smart View-Detect, secured new distributor agreements, began a new capital allocation strategy, and reiterated its full-year 2026 outlook for net sales of $3.5-3.6 billion and adjusted EPS of $1.40-1.50.

• ·Free cash flow remained flat at ($12) million YoY.
• ·Cash and cash equivalents decreased to $190 million from $326 million at Dec 31, 2025.
• ·Total debt approximated $2.236 billion as of March 31, 2026 (current $230M + long-term $2.006B).
• ·New regional reporting: Americas (down 9.4% YoY as reported), EMEA (up 6.9%), APAC (up 6.3%).

05-05-2026

Dave Inc. reported Q1 2026 revenue of $158.4 million, up 47% YoY from $108.0 million, driven by 18% MTM growth to 2.99 million and 24% ARPU expansion, while net income rose 101% YoY to $57.9 million and Adjusted EBITDA increased 57% YoY to $69.3 million. However, non-GAAP gross profit margin declined 500 bps YoY to 72%, provision for credit losses rose to $26.6 million from $10.6 million YoY due to quarter-end timing, and revenue fell sequentially from Q4 2025's $163.7 million. The company deployed $194.9 million in share repurchases (7.0% of shares) and raised full-year 2026 guidance for revenue to $710-720 million (28-30% YoY growth), Adjusted EBITDA to $305-315 million, and Adjusted Diluted EPS to $16.25-16.75.

• ·28-DPD rate reached record Q1 low of 1.69% (vs 1.70% YoY)
• ·ExtraCash Monetization Rate Net of Losses expanded 40 bps to 5.1%, highest in over four years
• ·Customer acquisition cost of $18 per new member
• ·Remaining share repurchase authorization capacity: $113.3 million
• ·Q1 2026 service based revenue, net: $147.6 million (up from $97.9 million YoY)

05-05-2026

National Storage Affiliates Trust reported Q1 2026 net income of $27.7 million, up 41.8% YoY, and Core FFO of $76.8 million or $0.57 per share, up 5.6% per share YoY, driven by same store NOI growth of 2.0% from flat revenue (+0.2%) and expense reduction (-3.9%). However, FFO declined 7.0% to $66.0 million due to $10.0 million merger-related costs, with same store revenue growth near flat and underperformance in markets like Riverside-San Bernardino, Atlanta, and Phoenix. The company acquired one property for $10.4 million, sold three for $20.6 million, and reaffirmed its merger with Public Storage valued at $10.5 billion enterprise value, expected to close in Q3 2026.

• ·Completed sale of three additional properties post-quarter for $5.7 million.
• ·Quarterly cash dividend of $0.57 per common share declared February 12, 2026, paid March 31, 2026.
• ·No longer providing 2026 guidance due to proposed merger.
• ·Same store period-end occupancy 84.9% as of April 30, 2026, up 90 bps YoY.
• ·Markets with above-average same store revenue growth: Portland, San Juan PR, Colorado Springs.

05-05-2026

Hyperion DeFi, Inc. (HYPD) has issued a proxy statement for its virtual-only 2026 Annual Meeting of Stockholders on June 30, 2026 at 12:00 PM ET, with a record date of May 4, 2026, when 12,219,295 shares of common stock were outstanding. Stockholders will vote on five proposals: electing five directors for one-year terms, ratifying CBIZ CPAs P.C. as independent auditors for FY2026, advisory approval of named executive officer compensation, amending and restating the charter to permit stockholder action by written consent, and approving adjournment if needed for Proposal 4. A quorum of 33% of outstanding shares is required, with proxy materials available online starting May 11, 2026.

• ·Meeting hosted virtually at https://web.viewproxy.com/hypd/2026; registration required by June 29, 2026 at 11:59 PM ET.
• ·Proposal 1 (director election): plurality vote; Proposals 2 and 5 (auditor ratification and adjournment): majority of shares present; Proposals 3 and 4 (say-on-pay and charter amendment): majority of shares present or outstanding shares respectively.
• ·Annual Report on Form 10-K for FY ended December 31, 2025 available at www.sec.gov, company IR site, or by request.
• ·Principal executive offices: 3090 Nowitzki Way, Suite 300, Dallas, TX 75219.

05-05-2026

Lattice Semiconductor Corporation held its 2026 Annual Meeting of Stockholders on May 1, 2026, with stockholders representing 95.75% of outstanding shares as of the March 2, 2026 record date present in person or by proxy. All nine director nominees were elected with strong majorities (ranging from approximately 98% to 95% for votes), the appointment of Ernst & Young LLP as independent auditors for the fiscal year ending January 2, 2027 was ratified overwhelmingly, and the advisory vote on named executive officer compensation was approved despite 17,085,608 votes against.

• ·Director election votes: Ford Tamer (125,888,540 For, 852,895 Against); Douglas Bettinger (126,485,076 For, 269,405 Against); Que Thanh Dallara (126,431,770 For, 312,571 Against); John Forsyth (124,993,664 For, 1,731,326 Against); Mark Jensen (125,680,350 For, 1,060,995 Against); James Lederer (125,016,126 For, 1,738,171 Against); D. Jeffrey Richardson (124,855,868 For, 1,867,348 Against); Elizabeth Schwarting (124,186,035 For, 2,549,035 Against).
• ·Proposal 2 votes: 130,999,058 For, 22,246 Against, 33,248 Abstain.
• ·Proposal 3 votes: 109,648,436 For, 17,085,608 Against, 53,534 Abstain.

05-05-2026

In Q3 FY26 ended March 31, 2026, Standex International Corporation reported net sales of $224.6 million, up 8.1% YoY (6.5% organically), driven by Electronics (+7.6% YoY, 6.8% organically) and Aerospace & Defense (+33.7% YoY), though Scientific declined 1.7% YoY and Engraving & Hydraulics had an organic decline of 1.8% despite 2.2% total growth. Adjusted operating margin expanded 30 bps YoY to 19.7%, with book-to-bill at 1.05 overall and 1.14 in Electronics; the company completed the Federal Industries divestiture for ~$70 million EV, reducing net leverage to 1.9x. Outlook includes ~$100 million incremental FY26 sales post-divestiture, fast growth market sales up ~45% to ~$270 million, and >15 new products contributing ~300 bps growth, but Q4 adjusted operating margin expected slightly lower.

• ·Book-to-bill ratio of 1.05 overall and 1.14 in Electronics for Q3 FY26.
• ·Electronics orders of approximately $136 million in Q3 FY26.
• ·Q3 FY26 operating cash flow of $11.9 million vs. $9.6 million in Q3 FY25.
• ·FY26 capital expenditures guidance of $27-30 million.
• ·Quarterly dividend of $0.34 per share declared April 23, 2026, payable May 22, 2026.
• ·Q4 FY26 interest expense expected at $6.8-7.0 million.
• ·$28 million remaining on share repurchase authorization.

05-05-2026

Ferguson reported first quarter ended March 31, 2026 net sales of $7.5 billion, up 3.6% YoY with 2.8% organic growth and 0.8% from acquisitions; gross margin expanded 30 bps to 31.0%, adjusted operating margin rose 40 bps to 8.7%, and adjusted diluted EPS increased 9.1% to $2.28. Non-residential revenue grew strongly 8% while US residential declined 1%; Canada sales rose 5.5% but adjusted operating profit fell 16.7% to $5 million amid organic decline of 0.3%. Full year 2026 guidance unchanged at low to mid-single digit sales growth and adjusted operating margin of 9.4%-9.8%.

• ·Completed Q1 acquisitions in Waterworks: Technology Sales Associates, Inc. and Chesapeake Environmental Equipment, LLC.
• ·Post-Q1 acquisition: Carrier Great Lakes (HVAC); signed agreements for Dealers Supply Company, New England Applied Products (HVAC), and PRD Technologies Group (Industrial).
• ·Declared quarterly dividend of $0.89 per share, payable July 8, 2026 to shareholders of record May 15, 2026.
• ·Reviewing London Stock Exchange secondary listing for potential cancellation, update expected Q2 2026.
• ·Next results for period ending June 30, 2026 on August 10, 2026.

05-05-2026

Viridian Therapeutics reported Q1 2026 financial results showing cash, cash equivalents, and marketable securities of $762.2M as of March 31, 2026, down from $874.7M at December 31, 2025 amid increased SG&A expenses to $38.7M (up 126% YoY) and net loss widening to $104.9M (up 21% YoY) due to commercial launch preparations for veligrotug. Positive highlights include a PDUFA target action date of June 30, 2026 for veligrotug in TED with launch readiness achieved, positive phase 3 topline data for elegrobart (VRDN-003) showing 50-63% proptosis responder rates vs 15-18% placebo in REVEAL-1/2 trials, and BLA submission planned for Q1 2027. Other pipeline programs like TSHR (IND Q4 2026) and FcRn inhibitors (VRDN-006/008 updates in 2026) remain on track.

• ·License revenue Q1 2026: $6 thousand; Q1 2025: $0
• ·Collaboration revenue - related parties Q1 2026: $135 thousand; Q1 2025: $72 thousand
• ·MAA for veligrotug submitted to EMA January 2026, accepted February 2026
• ·TSHR IND submission anticipated Q4 2026
• ·VRDN-006 development plan to be shared in 2026
• ·VRDN-008 phase 1 data on track for 2H 2026
• ·Upcoming conferences: Jefferies Global Health Care Conference June 4, 2026; Goldman Sachs 47th Annual Global Healthcare Conference June 9, 2026

05-05-2026

Sunoco LP reported strong Q1 2026 results with net income of $644 million (up 211% YoY from $207 million), Adjusted EBITDA of $858 million (up 87% YoY from $458 million, or $867 million excluding $9 million transaction expenses), and Distributable Cash Flow as adjusted of $535 million (up 73% YoY from $310 million). Segment performance was robust with Fuel Distribution Adjusted EBITDA surging to $529 million (up 140% YoY), Terminals at $107 million (up 62% YoY), and Pipeline Systems at $179 million (up 4% YoY), though Refinery Adjusted EBITDA was $43 million impacted by a planned 50-day maintenance turnaround. The Partnership increased its quarterly distribution by 6.25% to $0.9899 per unit (over 10% YoY) and completed the acquisition of TanQuid.

• ·Fuel margin for all gallons sold was 17.0 cents per gallon in Q1 2026.
• ·Leverage ratio of net debt to Adjusted EBITDA was 4.0 times at March 31, 2026.
• ·Q1 2026 distribution declared April 21, 2026, payable May 20, 2026 to holders of record May 8, 2026.
• ·Total assets $30,258 million at March 31, 2026 (up from $28,362 million at Dec 31, 2025).

05-05-2026

Sunoco LP reported strong Q1 2026 results with net income of $644 million (up 211% YoY from $207 million), Adjusted EBITDA of $858 million (up 87% YoY from $458 million, or $867 million excluding $9 million transaction expenses), and Distributable Cash Flow as adjusted of $535 million (up 72% YoY from $310 million), fueled by Fuel Distribution EBITDA surging 140% to $529 million and Terminals up 62% to $107 million. The Partnership raised its quarterly distribution 6.25% QoQ to $0.9899 per unit (over 10% YoY) and completed the acquisition of TanQuid. However, results included $102 million in one-time inventory sale gains, Pipeline EBITDA grew only 4% YoY to $179 million, and Refinery EBITDA of $43 million was impacted by a 50-day maintenance turnaround.

• ·Leverage ratio of net debt to Adjusted EBITDA was 4.0x at March 31, 2026
• ·Total capital expenditures Q1 2026: $199M ($106M growth, $93M maintenance)
• ·Cash and cash equivalents: $718M at March 31, 2026 (down from $891M at Dec 31, 2025)
• ·Distributions payable May 20, 2026 to holders of record May 8, 2026
• ·Network: over 14,000 miles of pipeline and over 160 terminals; distributes over 15 billion gallons annually to ~11,000 locations

05-05-2026

Livforsakringsbolaget Skandia, Omsesidigt filed its 13F-HR on May 5, 2026, reporting U.S. equity holdings as of March 31, 2026, with all positions held under sole voting power. Top holdings by market value include Apple Inc. at $25,179,328 (99,268 shares), Amazon.com Inc. at $13,387,161 (64,281 shares), Alphabet Inc. Class A at $11,161,340 (38,818 shares), and Alphabet Inc. Class C at $9,341,989 (32,580 shares). The portfolio spans diverse sectors including technology, finance, and healthcare, with some positions like Baxter International reduced to zero shares.

• ·Report period end date: March 31, 2026
• ·All listed holdings (over 300 positions) held with sole voting power and no shared power reported
• ·Portfolio includes diverse sectors: technology (e.g., Apple, Amazon), communications (e.g., Alphabet, Meta), and financials (e.g., JPMorgan)

05-05-2026

Federal Home Loan Bank of Pittsburgh disclosed the issuance of $4,906,000,000 in consolidated obligations via 17 debt instruments traded primarily on April 29-30, 2026, including $4,000,000,000 in variable single index floaters, $906,000,000 in optional principal redemption and fixed rate bonds with coupons from 3.8% to 5.575%, and $6,000,000 in non-callable fixed rate bonds. Maturities range from October 2026 to May 2041, with settlement dates in early May 2026. No period-over-period comparisons were provided in the filing.

• ·Trade dates: April 29, 2026 (most), April 30, 2026 (several), May 1, 2026 (one)
• ·Coupon rates for fixed/OPR bonds: 4.375%, 4.15%, 3.8%, 4.25%, 3.805%, 4.15%, 4.5%, 4%, 5.04%, 5.575%, 3.82%
• ·Call types primarily Non-Callable or Optional Principal Redemption; call styles include Bermudan, European, American
• ·Shortest maturities: October/November 2026; longest: May 13, 2041

05-05-2026

Fresh Del Monte Produce Inc. reported Q1 FY2026 net sales of $1,044.1 million, down 4.9% YoY from $1,098.4 million, driven by the Mann Packing divestiture and avocado oversupply, partially offset by the Del Monte Foods acquisition. Gross margin improved slightly to 8.5% from 8.4%, supported by higher banana and pineapple prices, but operating income declined to $20.1 million from $44.9 million due to asset impairments and segment pressures including poultry/meats and prepared foods. FDP net income fell to $10.0 million ($0.21 diluted EPS) from $31.1 million ($0.64), though adjusted EPS was $0.63; the company supported shareholders with a $0.30 dividend and $4.0 million in repurchases.

• ·Del Monte Foods acquisition closed March 19, 2026, leading to segment realignment including new Prepared Foods segment.
• ·Quarterly dividend of $0.30 per share declared April 28, 2026, payable June 11, 2026 to shareholders of record May 19, 2026.
• ·Long-term debt increased to $438.0 million from $173.0 million at FY2025 end due to acquisition financing.
• ·Income from equity method investments: $6.6 million (up YoY due to fund liquidation distributions).

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

DuPont reported strong Q1 2026 results with net sales of $1,681 million, up 4% YoY (2% organic), operating EBITDA of $414 million up 15% with margin expansion to 24.6%, and adjusted EPS of $0.55 up 53%, exceeding guidance and prompting a raise in full-year 2026 outlook to net sales of $7,155-$7,215 million, operating EBITDA of $1,730-$1,760 million, and adjusted EPS of $2.35-$2.40. Healthcare & Water Technologies grew organic sales 3%, but Water Technologies declined low to mid-single digits due to logistics disruptions; Diversified Industrials organic sales were about flat, with Building Technologies down low-single digits. The company completed the Aramids divestiture and announced a $275 million accelerated share repurchase.

• ·Completed Aramids divestiture on April 1, 2026, to Arclin for $1.2 billion cash (subject to adjustments), $300 million note receivable, and $325 million equity interest.
• ·Q1 2026 cash provided by operating activities $232 million; capital expenditures $102 million; transaction-adjusted free cash flow conversion 65%.
• ·Announces $275 million accelerated share repurchase to launch imminently.
• ·Q2 2026 guidance: net sales ~$1,800 million, operating EBITDA ~$430 million, adjusted EPS ~$0.59 (organic sales growth ~3%).
• ·Plans to seek stockholder approval for reverse stock split (1-for-2 to 1-for-4) at 2026 Annual Meeting.

05-05-2026

IDEAYA Biosciences reported positive topline results from the Phase 2/3 OptimUM-02 trial of darovasertib + crizotinib in first-line HLA*A2-negative mUM, meeting primary endpoint with median PFS of 6.9 months vs 3.1 months (HR 0.42, 58% risk reduction) and ORR of 37.1% vs 5.8%; NDA submission planned for H2 2026 under FDA RTOR. Cash position stood at $972.9 million as of March 31, 2026, with runway into 2030 unchanged. However, Q1 2026 net loss widened to $98.5 million from $83.3 million in Q4 2025, driven by R&D expenses rising 10.5% to $95.7 million and collaboration revenue declining 39.4% to $6.6 million.

• ·Deprioritizing clinical activity with Gilead for IDE397 + Trodelvy combination and concluding enrollment in MTAP-deleted urothelial and lung cancers trial.
• ·Discontinuing development of IDE275 and IDE705 following GSK collaboration termination, evaluating strategic options.
• ·OptimUM-11 Phase 3 trial initiation expected H1 2026; OptimUM-10 full enrollment by end-2027.

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

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

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

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

Delek Logistics Partners, LP and its subsidiary Delek Logistics Finance Corp. priced an offering of $800 million aggregate principal amount of 6.875% senior notes due 2034. Concurrently, they issued a conditional notice of partial redemption for $400 million aggregate principal amount of their outstanding 8.625% Senior Notes due 2029 at a redemption price of 104.313% of principal plus accrued interest. The redemption is conditioned on the consummation of the new notes offering, representing a refinancing at a lower coupon rate with no other performance metrics reported.

• ·Event reported on May 4, 2026
• ·Press release issued in accordance with Rule 135(c) under the Securities Act of 1933
• ·Redemption excludes accrued and unpaid interest to redemption date

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

Eloxx Pharmaceuticals reported a widened net loss of $3,754 thousand for the three months ended March 31, 2026, compared to $1,709 thousand in the prior year period, driven by significantly higher operating expenses including research and development at $1,659 thousand (up from $510 thousand) and general and administrative at $2,136 thousand (up from $712 thousand). Cash and cash equivalents increased to $6,363 thousand from $4,785 thousand at December 31, 2025, supported by $7,031 thousand in net financing proceeds primarily from pre-funded warrants. However, net cash used in operating activities rose sharply to $5,453 thousand from cash provided of $1,204 thousand in the prior year, indicating elevated cash burn.

• ·Weighted average shares used in net loss per share increased to 48,210,071 in Q1 2026 from 3,805,550 in Q1 2025.
• ·Warrants outstanding increased to 55,102,631 as of March 31, 2026 from 38,776,102 at December 31, 2025.
• ·Domicilium debt conversion: principal of $1,000 and accrued interest of $56 converted to pre-funded warrants.
• ·Stockholders’ deficit improved to $(7,584) thousand from $(11,907) thousand.

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

Waters Corporation reported Q1 2026 total revenue of $1.267 billion, exceeding guidance by $56 million, with organic revenue up 13% YoY to $747 million and acquired Biosciences/Diagnostic Solutions revenue of $520 million beating expectations by $40 million. Adjusted EPS grew 20% YoY to $2.70, supported by strong Analytical Sciences (+14% YoY) and overall momentum, though GAAP EPS was a loss of $0.87 due to acquisition-related charges including $99 million inventory step-up and $140 million intangibles amortization. The company raised FY2026 guidance to 6.5-8.0% organic CC revenue growth, total revenue $6.405-6.455 billion, and adjusted EPS $14.40-14.60.

• ·Acquisition of BD's Biosciences and Diagnostic Solutions closed February 9, 2026.
• ·Q2 2026 guidance: organic CC revenue growth 6.0-8.0%, total revenue $1.616-1.631B, adjusted EPS $2.95-3.05 (flat to +3.4% YoY).
• ·FY2026 guidance includes $15M organic revenue synergies and $35M acquired revenue synergies.

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

IDEXX Laboratories reported first quarter 2026 revenue of $1,141 million, up 14% as reported and 11% organic, driven by Companion Animal Group (CAG) growth of 15% reported and 12% organic, including double-digit CAG Diagnostics recurring revenue growth. EPS rose 17% as reported to $3.47, with operating margin expanding 10 basis points to 31.8%, though impacted by a $5 million equity investment loss and flat organic growth in rapid assay products. The company raised its full-year 2026 revenue guidance to $4,675-$4,760 million (8.6%-10.6% reported growth) and EPS outlook to $14.45-$14.90.

• ·Water revenues grew 11% reported and 7% organic.
• ·LPD revenues increased 14% reported and 7% organic.
• ·2026 Annual Meeting of Shareholders scheduled for May 12, 2026 virtually.
• ·Headquartered in Westbrook, Maine; operates in over 175 countries.

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

Avanda Investment Management Pte. Ltd. filed its 13F-HR on May 5, 2026, disclosing 24 equity holdings as of March 31, 2026, with a total market value of $63,135,536,000 USD, all held with sole voting and sole investment discretion. Top positions include SEA Ltd ($13,539,932,000), YUM China Holdings Inc ($12,365,421,000), NVIDIA Corporation ($5,859,840,000), Microsoft Corp ($2,946,553,000), and Broadcom Inc ($2,835,112,000). The portfolio is heavily weighted toward technology and semiconductors, with additional exposure to ETFs and emerging market names.

• ·Filing CIK: 0001650258
• ·SEC File Number: 028-23734
• ·Business address: 1 Wallich Street #07-01A Guoco Tower, Singapore 078881
• ·All holdings reported as SH SOLE (sole voting and sole disposition power)
• ·No put or call options held (0 0 for all positions)

05-05-2026

Repligen reported Q1 2026 revenue of $194 million, up 15% YoY reported and 11% organic from $169 million, with GAAP EPS rising 50% to $0.15 and adjusted EPS up 23% to $0.48; margins expanded across both GAAP and adjusted metrics, including adjusted operating margin to 15.4% from 13.8%. The company divested its non-core Polymem business, which had $7 million revenue and an operating loss in 2025, and launched a Transformation Office initiative while entering a new China OEM partnership. Full-year 2026 guidance reiterated organic revenue growth of 9%-13% at $803M-$833M and raised adjusted EPS to $1.97-$2.05, reflecting a headwind from the divestiture.

• ·Cash and cash equivalents: $582.7M at March 31, 2026 vs. $566.0M at December 31, 2025.
• ·Total assets: $2,930.8M at March 31, 2026 vs. $2,949.7M at December 31, 2025.
• ·FY2026 adjusted EBITDA margin guidance: 20.3%-20.8%.
• ·Polymem divested on March 30, 2026.

05-05-2026

MASTERINVEST Kapitalanlage GmbH, an Austrian investment firm, filed its 13F-HR on May 5, 2026, disclosing equity holdings as of March 31, 2026, totaling $962485055 across 292 positions, all with sole voting authority. Top holdings include NVIDIA CORPORATION ($62221039, 356772 shares), Microsoft ($42830151, 115704 shares), and Apple ($42793308, 168617 shares). The portfolio is diversified across technology, financials, and consumer sectors with no reported changes from prior periods in this filing.

• ·All 292 positions held as sole discretionary voting authority (SH SOLE).
• ·Firm address: Landstrasser Hauptstrasse 1 Top 27, Vienna, C4 1030.
• ·SEC file number: 028-25762.

05-05-2026

Marriott Vacations Worldwide reported Q1 2026 contract sales of $411 million, down 2% YoY from $420 million, with Adjusted EBITDA declining 16% to $161 million from $192 million due to lower tours and higher costs. Net income attributable to common stockholders fell 61% to $22 million, though VPG rose 1% to $4,016 and the Exchange segment's margin expanded 350 bps to 36.3%. The company closed the $50 million Westin Cancun sale, listed assets for over $125 million in proceeds this year, remains on track for $200-250 million by 2027, and reiterated full-year Adjusted EBITDA guidance of $755-780 million.

• ·Q2 2026 outlook: contract sales increase 4% to 8% YoY; Adjusted EBITDA $187-202 million.
• ·Full-year 2026 guidance: contract sales $1,815-1,885 million; Adjusted EBITDA $755-780 million.
• ·Vacation Ownership tours down 3% YoY primarily due to Asia-Pacific prioritization and FICO score restrictions; excluding Asia-Pacific, down 1%.
• ·Corporate debt $3.3 billion; non-recourse debt $2.3 billion at Q1 end.

05-05-2026

QuasarEdge Acquisition Corp announced on May 4, 2026, that with underwriter consent, holders of its units (QREDU) may elect to separately trade the underlying ordinary shares and rights starting May 7, 2026. Separated ordinary shares will trade under 'QRED' and rights under 'QRED RT' on the NYSE, while unseparated units continue as 'QREDU'. Holders must contact transfer agent Continental Stock Transfer & Trust Company to separate units; a press release is attached as Exhibit 99.1.

• ·Units not separated continue trading as 'QREDU' on NYSE.
• ·Filing signed by Qi Gong on May 5, 2026.

05-05-2026

Cipher Digital Inc. reported Q1 2026 revenue of $35 million, down 29% YoY from $49 million, with Adjusted EBITDA of negative $48 million and net loss widening to $114 million from $39 million. Positive operational highlights include signing a third AI data center campus lease with an investment-grade hyperscale tenant, Barber Lake and Black Pearl projects remaining on schedule, and securing a $200 million revolving credit facility. The company stated it has sufficient capital for near-term needs amid significant balance sheet growth, with total assets reaching $6.39 billion.

• ·Bitcoin holdings declined to $76.2 million (76,150 thousand) from $125.4 million as of Dec 31, 2025.
• ·Property and equipment, net increased to $1.307 billion from $633.4 million QoQ.
• ·Long-term borrowings, net rose to $4.377 billion from $2.712 billion QoQ.
• ·Stockholders’ equity decreased to $714 million from $806 million QoQ.

05-05-2026

Angel Oak Mortgage REIT reported Q1 2026 GAAP net loss of $(7.4) million, or $(0.30) per diluted share, due to $14.3 million in net realized and unrealized losses, despite net interest income rising 20.1% YoY to $12.1 million from $10.1 million and 11.2% QoQ from $10.9 million. GAAP book value per share declined 4.0% to $10.31 and economic book value fell 3.3% to $12.28 compared to year-end 2025. The company executed a $272.3 million securitization reducing debt by $234.1 million, purchased $246.2 million in new loans, and declared a $0.32 per share dividend payable May 29, 2026.

• ·Recourse debt to equity ratio of 1.3x as of March 31, 2026.
• ·Weighted average coupon of residential whole loans portfolio increased 24 basis points to 7.62% from Dec 31, 2025.
• ·Purchased loans had weighted average CLTV of 67.1% and non-zero FICO of 759.

05-05-2026

Surgery Partners reported first quarter 2026 revenues of $810.9 million, up 4.5% YoY from $776.0 million, driven by 4.4% same-facility revenue growth with 3.8% higher revenue per case and 0.6% more same-facility cases. However, Adjusted EBITDA dipped slightly to $102.3 million from $103.9 million, total cases declined to 157,711 from 160,300, and the Adjusted EBITDA margin fell to 12.6% from 13.4%. The company reaffirmed its full-year 2026 guidance for revenues of $3.35 billion to $3.45 billion and Adjusted EBITDA of at least $530 million.

• ·Net loss attributable to Surgery Partners, Inc. improved to $35.9 million from $37.7 million YoY.
• ·Cash flows from operating activities increased to $11.7 million from $6.0 million due to working capital timing.
• ·Total net debt to EBITDA ratio was 4.3x as of March 31, 2026.
• ·Conference call scheduled for May 5, 2026 at 8:30 a.m. ET.

05-05-2026

Sphere Entertainment Co. reported Q1 2026 total revenues of $386.4 million, up 38% YoY to $386.4 million from $280.6 million, driven by strong 69% growth in the Sphere segment to $266.0 million from higher Sphere Experience revenues and additional events. However, MSG Networks revenues declined 2% to $120.4 million due to lower advertising from fewer sports telecasts, despite a 16% drop in subscribers excluding prior non-carriage impact. Operating income improved to $7.2 million from a $78.6 million loss, with adjusted operating income rising to $110.0 million, though Sphere still posted an operating loss of $24.9 million.

• ·Sphere Experience revenues increased $81.7 million YoY primarily from higher per-show revenue for The Wizard of Oz.
• ·Event-related revenues up $24.4 million YoY from additional brand events and six more concert residency shows.
• ·MSG Networks advertising revenue down $4.9 million YoY due to fewer live sports telecasts; distribution revenue up $1.8 million.
• ·Direct operating expenses for MSG Networks down 20% to $70.4 million, driven by $16.5 million lower rights fees.
• ·Net loss attributable to stockholders $(0.04) per share vs $(2.27) prior year.

05-05-2026

Rhythm Pharmaceuticals reported Q1 2026 net product revenue of $60.1 million from IMCIVREE global sales, up 59% YoY from $37.7 million but only 5% sequentially from Q4 2025, with U.S. revenue of $36.9 million down 5% sequentially while ex-U.S. rose 27% to $23.2 million. The company achieved FDA approval for acquired hypothalamic obesity on March 19, 2026, receiving over 150 patient start forms in the first six weeks, and European Commission authorization on May 1, 2026, though the Phase 3 EMANATE trial missed primary endpoints. Net loss widened to $56.7 million from $50.8 million YoY amid higher R&D ($41.7 million) and SG&A ($63.6 million) expenses, with cash at $340.6 million down from $388.9 million.

• ·FDA approval of IMCIVREE for acquired hypothalamic obesity on March 19, 2026; European Commission authorization on May 1, 2026; Japanese NDA under review with decision expected H2 2026.
• ·Phase 3 EMANATE trial missed primary endpoints in four substudies for MC4R pathway diseases.
• ·2026 guidance: Non-GAAP Operating Expenses $385M-$415M (R&D $197M-$213M; SG&A $188M-$202M).
• ·Cash sufficient for at least 24 months of operations.
• ·Board changes: Kim Popovits appointed; Ed Mathers resigned on April 3, 2026.

05-05-2026

Nuvectis Pharma reported Q1 2026 net loss of $6.1 million, up from $5.3 million YoY, driven by higher R&D expenses ($4.1 million vs $3.7 million) and G&A expenses ($2.2 million vs $1.9 million), while cash and cash equivalents declined to $25.1 million from $31.6 million QoQ. The company advanced NXP900 Phase 1b clinical enrollment in monotherapy and combination arms and presented preclinical data at AACR 2026 supporting synergy with sotorasib in NSCLC models. Preliminary Phase 1b data readout is expected in summer 2026.

• ·Non-cash stock-based compensation $1.9 million Q1 2026 vs $1.4 million Q1 2025.
• ·Basic and diluted net loss per common share $(0.26) Q1 2026 vs $(0.27) Q1 2025.
• ·Operating loss $(6,260) thousand Q1 2026 vs $(5,568) thousand Q1 2025.

05-05-2026

Cummins reported first-quarter 2026 revenues of $8.4 billion, up 3% YoY from $8.2 billion, with strong growth in Power Systems (+19% to $2.0 billion) and Distribution (+7% to $3.1 billion), but declines in Engine (-4% to $2.7 billion) and Components (-5% to $2.5 billion), and North America sales down 6%. GAAP net income fell to $654 million or $4.71 diluted EPS from $824 million or $5.96 prior year, impacted by $199 million charges for the low-pressure fuel cell business sale, while EBITDA margin was 15.4% versus 17.9%. The company raised full-year 2026 revenue guidance to up 8-11% and EBITDA to 17.75-18.50%, and returned $519 million to shareholders.

• ·Cash and cash equivalents: $2,614 million as of March 31, 2026 (down from $2,845 million at Dec 31, 2025)
• ·Total current assets: $17,379 million as of March 31, 2026 (up from $16,925 million at Dec 31, 2025)
• ·Property, plant and equipment, net: $6,924 million as of March 31, 2026
• ·Accelera Segment EBITDA loss: $277 million in Q1 2026 (includes $199 million charges)

05-05-2026

Hilton Worldwide Holdings Inc. announced on May 5, 2026, that Christopher W. Silcock, President, Global Brands & Commercial Services, intends to retire in the first quarter of 2027. In preparation, effective later in 2026, Laura Fuentes will transition to Chief Brand Officer, Chris Wilroy will join the Executive Committee, and the company will conduct an external search for a new Chief Technology Officer.

• ·Leadership updates effective later in 2026.
• ·Outside search underway for new Chief Technology Officer.

05-05-2026

Signet Financial Management, LLC filed its quarterly 13F-HR on May 5, 2026, disclosing holdings as of March 31, 2026, with a total portfolio value of $891,965,814 across 299 positions held solely with discretionary voting authority. Top holdings include SPDR Portfolio S&P 500 ETF ($32,262,637), SPDR Portfolio Developed World ex-US ETF ($28,759,960), and SPDR S&P 500 ETF Trust ($11,186,784). No changes in voting authority or performance metrics were reported.

• ·All 299 positions held as sole discretionary with zero shared or other voting authority.
• ·Portfolio heavily weighted towards ETFs (e.g., SPDR and iShares products) and large-cap stocks.

05-05-2026

Mass General Brigham, Inc filed a Form 13F-HR disclosing its quarterly equity holdings as of March 31, 2026, totaling $468920924 across 6 positions, all with sole voting and investment discretion. Largest holdings include iShares TR MSCI ACWI ETF at $292711246 (2,153,477 shares), Karman Hldgs Inc at $125042423 (1,562,054 shares), and Revolution Medicines Inc at $33462850 (344,091 shares). No prior period data is provided for comparison.

• ·Filing submitted on May 5, 2026, for period ending March 31, 2026
• ·Business address: 399 Revolution Drive, Suite 612, Somerville, MA 02145
• ·All holdings reported with sole shared voting and sole investment discretion (SH SOLE)