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

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

Climb Bio reported Q1 2026 financial results with net loss improved 34% YoY to $13.7M, driven by R&D expenses declining 46% to $9.4M, while G&A remained flat at ~$5.8M; cash position was $146.3M, down 9% QoQ from $160.7M but expected to fund operations into 2028 excluding $110M private placement proceeds secured in April 2026. Pipeline advances included robust B-cell depletion from budoprutug SC formulation Phase 1 and ongoing enrollments in pMN, ITP, and SLE trials, with multiple data readouts anticipated in 2026. The $110M financing strengthens the balance sheet ahead of key milestones for budoprutug and CLYM116.

• ·FDA granted Fast Track Designation to budoprutug for pMN in April 2026
• ·Budoprutug has Orphan Drug Designation for pMN
• ·Anticipated initial data: ITP low dose cohort (B-cell depletion and platelet) in June 2026; pMN low dose cohort in Q4 2026; Global SLE B-cell data in Q4 2026; China SLE first patient dosed in Q2 2026; CLYM116 Phase 1 PK/PD in mid-2026
• ·CLYM116 modeling and initial Phase 1 safety data to be presented at ERA 2026 (June)

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

ARKO Corp. reported Q1 2026 results with Adjusted EBITDA surging 65.1% YoY to $50.9 million and net loss narrowing to $5.6 million from $12.7 million, driven by higher fuel margins (retail same-store 48.0 cents/gallon, up from 38.7) and merchandise margin expansion to 33.9%. However, same-store fuel gallons declined 3.2% and merchandise sales fell 0.5%, with merchandise contribution down 12.0% due to store conversions and softer same-store performance. The company completed the APC IPO raising $206.8 million net proceeds (used $206.7 million for debt reduction), converted 41 stores to dealers (total 450 since 2024), and declared a $0.03/share quarterly dividend.

• ·Full year 2026 Adjusted EBITDA guidance unchanged at $245-265M, assuming average retail fuel margin 41.5-43.5 cents/gallon.
• ·Site operating expenses decreased 12.1% YoY to reflect store conversions, though same-store expenses rose 3.3%.
• ·Wholesale operating income increased $4.4M YoY; Fleet Fueling fuel contribution up $1.4M YoY.
• ·On track for 3 new Dunkin’ stores, 1 NTI retail, 20 NTI cardlocks, and 25 remodels in 2026.
• ·Expected cumulative annualized operating income benefit >$20M from conversions (pre G&A), plus >$10M G&A savings.

07-05-2026

BlackRock TCP Capital Corp. reported a net decrease in net assets resulting from operations of $16,301,888, or $(0.19) per share, for the three months ended March 31, 2026, compared to a net increase of $20,894,588 or $0.25 per share in the year-ago quarter. Total investment income fell 23.8% YoY to $42,583,079 amid lower interest income across categories, while net investment income declined sharply to $18,476,895 from $32,202,669; realized and unrealized losses totaled $34,778,783. As of March 31, 2026, net assets decreased to $565,111,013 (NAV per share $6.72) from $598,013,197 ($7.07) at December 31, 2025, though cash rose to $93,258,534 and debt fell to $925,843,147.

• ·Interest income (ex-PIK) from non-controlled, non-affiliated investments declined to $35,055,107 from $43,456,737 YoY.
• ·PIK interest income totaled $3,601,022 for the quarter.
• ·Net realized losses on investments were $32,730,849, including $21,268,833 from non-controlled, non-affiliated.
• ·Net unrealized depreciation was $2,047,934, with gains in controlled investments offset by losses elsewhere.
• ·Operating cash flow was $159,129,884, driven by $135,457,504 in investment sale proceeds.
• ·Financing cash flow was negative $126,946,844, including $325,033,026 repayment of unsecured notes.

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

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

Callaway Golf Company reported strong Q1 2026 results with net sales up 9.2% YoY to $687.5 million, non-GAAP net income from continuing operations surging 95.8% to $111.8 million, and Adjusted EBITDA rising 31.1% to $163.7 million, supported by 9.5% growth in Golf Equipment and 8.4% in Apparel, Gear and Other, plus gross margin expansion of 250-260 bps. However, performance faced headwinds from a $27.7 million loss in equity method investments, $18 million in incremental tariff expenses, and lapping a $12 million one-time Japan lease benefit. The company raised its FY2026 net sales guidance to $2.015-$2.070 billion (from $1.98-$2.05 billion) and Adjusted EBITDA to $211-$233 million (from $170-$195 million).

• ·Inventory decreased $15.3 million YoY to $596.4 million.
• ·Company in net cash position with $500 million cash and $474 million debt as of March 31, 2026.
• ·Repurchased 5.6 million shares at average $14.08 per share through April 30, 2026.
• ·Q2 2026 net sales outlook $585-$610 million (vs. Q2 2025 $600 million).
• ·Q2 2026 Adjusted EBITDA outlook $98-$108 million (vs. Q2 2025 $92 million).

07-05-2026

Eloxx Pharmaceuticals, Inc. filed an IPO registration statement on 2026-05-07 (AccNo: 0001193125-26-212324, Size: 2 MB), marking the initial S-1 filing stage where SEC review typically begins within 30 days. No financial highlights, revenue, pricing range, shares offered, risks, or use of proceeds are disclosed in the provided information. Sector is not specified, limiting business and competitive assessment.

• ·Event Type: IPO Registration
• ·Date: 2026-05-07
• ·Source: us_sec
• ·Sector: not specified
• ·Current IPO stage: S-1 filed, SEC review begins (typically 30 days); next milestones NOT_DISCLOSED

07-05-2026

Conagra Brands, Inc. amended and restated its bylaws effective May 5, 2026, as filed in an 8-K on May 7, 2026, with updates to provisions on principal offices and stockholder meetings. The revisions detail procedures for annual and special meetings, including stockholder-requested special meetings callable by holders of at least 20% of outstanding voting stock subject to stringent ownership verification, no hedging exclusions, and compliance requirements. No financial impacts or performance metrics are disclosed; the changes are procedural and impose balanced restrictions on special meeting requests without evident advantages or disadvantages to shareholders.

• ·Principal executive office located in Chicago, Illinois.
• ·Special stockholder meeting to be held no later than 120 days after Secretary's receipt of valid request.
• ·90-day period commencing prior to first anniversary of preceding annual meeting during which stockholder special meeting requests are not permitted.
• ·Notice of stockholder meetings given 10 to 60 days in advance.
• ·Ownership excludes shares subject to hedging, derivatives, unsettled sales, or loans without recall rights.
• ·5 business days' notice required for recalling loaned shares.
• ·Board discretion to determine compliance, proper subject matter, and similarities to prior items.

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Aspen Aerogels reported Q1 2026 total revenue of $37.9 million, down 52% YoY from $78.7 million, driven by Thermal Barrier segment revenue falling 67% to $16.3 million due to reduced demand from regulatory changes, and Energy Industrial segment declining 28% to $21.6 million. Net loss improved to $23.7 million from $301.2 million YoY, though adjusted net loss widened to $23.3 million from $4.8 million; cash balance rose to $175.6 million from $158.6 million year-end 2025, bolstered by a $37.6 million GM settlement. The East Providence facility is set for staged restart in May post-explosion, with a new subsea pipeline award for Q3 2026 delivery and Q2 revenue outlook of $40-48 million.

• ·Q1 2026 Adjusted EBITDA: $(12.7) million vs $4.9 million in Q1 2025
• ·Q1 2026 net loss per share: $0.29 (adjusted $0.28) vs Q1 2025 $3.67 (adjusted $0.06)
• ·Q2 2026 outlook: Net loss $14-20 million ($0.17-0.24 per share), Adjusted EBITDA $(4)-(10) million
• ·FY 2026 Capital Expenditures: less than $10 million
• ·Explosion at East Providence facility on April 8, 2026
• ·Conference call on May 7, 2026 at 8:30 a.m. EST

07-05-2026

Krispy Kreme reported first quarter 2026 net revenue of $367.0 million, down 2.2% YoY due to strategic closures of underperforming doors including the ended McDonald’s USA partnership, while systemwide sales increased 0.7% in constant currency excluding that impact. Adjusted EBITDA rose 38.0% to $33.1 million with margin expansion to 9.0% from 6.4%, GAAP net loss improved 32.1% to $22.7 million, and free cash flow turned positive at $11.4 million; however, U.S. segment revenue declined 6.3% and International adjusted EBITDA fell 2.9%. The company reduced net leverage to 5.5x, completed key refranchisings, and issued 2026 guidance for net revenue of $1.25-1.35 billion and adjusted EBITDA of $140-150 million.

• ·Global points of access declined 15.9% to 15,125 due to strategic closures including ~2,400 McDonald’s doors.
• ·Capital expenditures down 66% YoY to $8.8 million.
• ·U.S. APD increased to $685, up 16.7% YoY.
• ·Digital sales as % of retail sales rose to 18.9% from 16.9%.
• ·2026 guidance: systemwide sales growth 2-4% constant currency, capex $50-60M, FCF >$15M, net leverage <5.5x.
• ·Completed outsourcing of U.S. logistics in April 2026.
• ·Entered franchise agreement for Netherlands expansion in late 2026.

07-05-2026

Haemonetics reported Q4 FY26 revenue of $346.4 million, up 4.8% YoY with Hospital segment growth of 8.0%, but Plasma up only 2.8%, Blood Center 0.7% (flat), and full-year FY26 revenue down 2.0% to $1.334 billion. GAAP results showed a Q4 net loss of $20.1 million and $(0.44) EPS due to impairments on Attune Medical assets, while adjusted EPS rose 4.0% YoY to $1.29. The company repurchased $100 million in shares, ended with $245.4 million cash, and guided FY27 organic revenue growth to 3-6% with mid-single-digit decline in Blood Center.

• ·Q4 FY26 GAAP gross margin: 57.2% (down from 58.4% YoY)
• ·Q4 FY26 adjusted gross margin: 59.7% (down 50 bps YoY)
• ·FY27 guidance: Reported revenue growth 4-7%, adjusted operating margin expansion 50-100 bps YoY, adjusted EPS comparable to revenue growth
• ·Vivasure acquisition in January 2026 had no impact on organic revenue growth
• ·Attune Medical-related charges: impairment of intangible assets and provision for pre-acquisition inventory

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

Faraday Future announced plans to upgrade the FX Super One MPV to a more competitive 800V BEV or accelerate the AIHER hybrid project, pausing the original 400V cooperation and potentially delaying mass-production deliveries until strategic financing is secured. The company has shipped 68 EAI robots as of April 30, 2026, achieving positive gross margins, with May shipments accelerating toward a first-quarter target of 200 units and cumulative 2026 shipments exceeding 1,000 units, supported by $45M in recent financing. This strategic shift prioritizes robotics ramp-up to reduce near-term cash outflows and financial risk, but underscores dependency on future funding and execution challenges.

• ·Super One 800V BEV delivery timeline post-funding: first phase 6-9 months, second 12-15 months, third 21-24 months
• ·AIHER hybrid delivery timeline post-funding: first phase 9-12 months, second 21-24 months, third 24-28 months
• ·Press release dated May 5, 2026; SEC filing May 7, 2026

07-05-2026

Total assets grew 40% QoQ to $1,716,538,920 as of March 31, 2026 from $1,226,515,325 at December 31, 2025, with shareholders' equity increasing 38% to $1,689,908,146 and NAV per share rising 29% to $28.91. Net income surged 432% YoY to $367,798,737 for Q1 2026 versus $69,170,692 in Q1 2025, driven by $183,721,781 realized gains and $175,396,128 unrealized gains on commodity futures contracts; however, total income declined 16% YoY to $11,712,992 and net investment income fell 21% to $8,884,778. While many futures positions appreciated significantly (e.g., ICE-UK Brent Crude +$54.1M), others showed depreciation including NYMEX Natural Gas (-$12,598,582) and ICE Cocoa (-$7,859,083).

• ·Shares outstanding increased by 3,850,000 QoQ to 58,450,000.
• ·Affiliated investments at value: $1,539,988,156 (March 31, 2026) vs $952,402,892 (December 31, 2025).
• ·Net cash used in operating activities: $(101,005,981) for Q1 2026.
• ·Unrealized depreciation on specific futures: ICE Cocoa (-$7,859,083), ICE Coffee (-$3,740,846), NYMEX Natural Gas (-$12,598,582), LME Copper (-$2,193,107).

07-05-2026

Reliance Global Group, Inc. held its 2026 Annual Meeting of Stockholders on May 6, 2026, with 9,591,634 shares present or by proxy, representing 45.13% quorum of 21,253,013 outstanding shares. All proposals passed: five directors elected (Ezra Beyman, Alex Blumenfrucht, Scott Korman, Ben Fruchtzweig, Sheldon Brickman), ratification of Urish Popeck & Co., LLC as auditors, amendment to increase 2025 Equity Incentive Plan shares by 14,000,000 to 16,000,000 total, and approval of share issuance under Nasdaq Rule 5635(d). However, Proposals 3 and 4 saw notable opposition (789,931 and 717,894 votes against, respectively) and high broker non-votes (5,902,355 across director elections and other proposals).

• ·Proposal 2 (auditor ratification): 9,156,532 For, 105,481 Against, 329,621 Abstained.
• ·Proposal 3 (Equity Plan amendment): 2,780,312 For, 789,931 Against, 119,036 Abstained.
• ·Proposal 4 (Share issuance): 2,865,554 For, 717,894 Against, 105,831 Abstained.
• ·Director elections: Votes For ranged 3,275,234 to 3,409,300; Abstained 279,979 to 414,045.

07-05-2026

Velocity Financial, Inc. reported net income attributable to common stockholders of $22,051 thousand for Q1 2026, up 18.2% YoY from $18,654 thousand, supported by net interest income growth of 17.0% to $43,920 thousand and total other operating income of $42,957 thousand. However, total operating expenses increased 28.8% YoY to $54,339 thousand, driven by higher compensation, professional fees, and REO expenses, while QoQ total assets grew 2.9% to $7,591,443 thousand but cash and cash equivalents fell to $87,054 thousand from $92,103 thousand and restricted cash dropped sharply to $24,996 thousand from $157,134 thousand. The loan portfolio expanded 5.1% QoQ to $7,105,538 thousand net, though loans at amortized cost declined to $1,951,030 thousand from $2,028,262 thousand.

• ·Diluted EPS $0.57 for Q1 2026, up from $0.51 in Q1 2025.
• ·Unsecured senior notes, net: $485,445 thousand as of March 31, 2026 (new issuance).
• ·Proceeds from unsecured financing: $500,000 thousand in Q1 2026.
• ·Net cash used in investing activities: $(351,372) thousand in Q1 2026.

07-05-2026

Wisconsin Electric Power Co reported Q1 2026 operating revenues of $1,323.5 million, up 12.3% YoY from $1,179.1 million, with electric utility revenues increasing 8.6% to $1,015.7 million and natural gas up 23.8% to $298.1 million. Net income rose 19.9% to $235.5 million and operating cash flow improved 22.9% to $481.3 million; however, operating expenses increased 15.8% to $965.2 million, driven by a 20.5% rise in cost of sales to $481.6 million, resulting in operating income growth of only 3.7% to $358.3 million.

• ·Capital expenditures increased to $531.1 million in Q1 2026 from $417.9 million YoY.
• ·Equity contribution from parent was $405.0 million in Q1 2026, up from $300.0 million YoY.
• ·Common shareholder's equity grew to $7,329.8 million as of March 31, 2026 from $6,749.2 million at December 31, 2025.

07-05-2026

Rockwell Medical reported Q1 2026 net sales of $17.3 million, down 8% YoY from $18.9 million due to reduced purchase volume from one customer, while gross profit held nearly flat at $2.9 million (vs. $3.0 million) with gross margin improving slightly to 17% from 16%. Net loss widened marginally to $1.6 million from $1.5 million, but Adjusted EBITDA improved to ($0.3) million from ($0.4) million. The company issued 2026 guidance of $70-75 million net sales, 18-22% gross margin, $1-2 million Adjusted EBITDA, and positive operating cash flow, driven by operational changes expected to add over $3 million in annualized gross profit.

• ·Cash and cash equivalents decreased $1.1 million QoQ to $23.9 million at March 31, 2026 from $25.0 million at December 31, 2025, partly due to $500,000 final Evoqua acquisition payment.
• ·Total assets $57.4 million at March 31, 2026 vs. $54.0 million at March 31, 2025.
• ·Operational changes expected to generate >$1 million annualized revenue and >$2 million annualized savings.

07-05-2026

Dorian LPG Ltd. announced via press release that its Board of Directors declared an irregular dividend of $1.00 per share on its common stock, payable on or about May 28, 2026, to shareholders of record as of the close of business on May 18, 2026. This dividend is irregular and future declarations remain subject to the Board's discretion based on factors including results of operations, financial condition, indebtedness, and business prospects.

• ·Common stock (par value $0.01 per share) trades under symbol LPG on the New York Stock Exchange
• ·Press Release furnished as Exhibit 99.1

07-05-2026

Katapult reported Q1 2026 revenue of $79.0 million, up 9.8% YoY, with Adjusted EBITDA surging nearly 200% to $6.4 million and gross originations nearly flat at +0.1% to $64.2 million (though +17.5% excluding home furnishings). Total lease applications declined 5.0% YoY, MAU fell 1.0%, and direct/waterfall originations dropped 10.1% (ex-home +10.0%). The company highlighted progress in app marketplace activity and KPay, alongside a pending merger with Aaron’s and CCF Holdings expected to close in Q3 2026, creating a combined entity with ~$4B pro forma LTM revenue.

• ·Net Promoter Score of 63 as of March 31, 2026.
• ·60.8% of Q1 gross originations started in app marketplace.
• ·Write-offs as % of revenue at 9.2%, within 8-10% target (vs 9.0% prior year).
• ·Added BrandsMart in-store experience and to KPay app marketplace.
• ·Under Merger Agreement, Katapult stockholders to own 6% of combined company on fully diluted basis.
• ·Merger expected to close within Q3 2026, subject to approvals.

07-05-2026

Tapestry reported fiscal 2026 Q3 net sales of $1,920.6 million, up 21% YoY (19% constant currency), with pro forma growth of 25% (23% CC) driven by Coach's 31% (29% CC) increase, though Kate Spade declined 10% (11% CC) and Japan sales fell 10% (10% CC). GAAP operating margin expanded 630 bps to 22.3% and diluted EPS rose 74% to $1.65, while non-GAAP operating margin grew 490 bps to 22.4% and EPS increased 62% to $1.66. The company raised its FY2026 outlook to ~$7.95 billion in revenue (+14% reported), ~23% operating margin, and $6.95 EPS (+35%), with plans to return $1.6 billion to shareholders.

• ·Acquired over 2.4 million new customers globally, with Gen Z over 35% of new customers.
• ·Q3 FY2026 adjusted free cash flow $229M (vs $118M prior year); YTD $1.37B (vs ~$930M prior year).
• ·Leverage ratio 1.1x based on gross debt to adjusted EBITDA.
• ·Q3 handbag units at Coach up >20%, AUR low-double-digit increase.
• ·Direct-to-consumer revenue +23% pro forma CC, digital +~25%.
• ·FY2026 quarterly dividend $0.40/share, annual $1.60/share; expected share repurchases $1.3B.

07-05-2026

Monte Rosa Therapeutics reported Q1 2026 collaboration revenue of $4.2 million, a sharp 95% decline from $84.9 million in Q1 2025, with R&D expenses increasing 37% to $44.1 million, G&A up 17% to $10.2 million, and a net loss of $44.5 million versus net income of $46.9 million last year. Positively, cash and equivalents rose to $671.2 million from $382.1 million at year-end, fueled by $345 million gross proceeds from a public offering (net $323.8 million), supporting operations into 2029. Clinical progress includes MRT-8102 showing 85% CRP reductions in elevated CVD risk subjects and MRT-2359 achieving 100% PSA responses in 5/5 mCRPC patients with AR mutations, with multiple Phase 2 studies planned for H2 2026 onward.

• ·Phase 1 SAD/MAD safety data and 3-month toxicology support broad therapeutic index for MRT-8102.
• ·Novartis to fund and conduct Phase 2 studies of MRT-6160; Monte Rosa co-funds Phase 3 and shares 30% US P&L with tiered ex-US royalties.
• ·MRT-2359 + enzalutamide: no AE-related discontinuations, primarily Grade 1-2 AEs.
• ·IND submissions anticipated H2 2026 for second-generation NEK7 MGD and cyclin E1 MGD (MRT-55811).

07-05-2026

Peloton Interactive reported Q3 FY2026 total revenue of $631 million, up 1% YoY driven by Connected Fitness equipment sales, with Adjusted EBITDA rising 41% YoY to $126 million, Net Income of $26 million, and Free Cash Flow up 59% YoY to $151 million. However, Ending Paid Connected Fitness Subscriptions decreased 7.6% YoY to 2.662 million, Connected Fitness Products Revenue fell 1% YoY and 17% QoQ, and Members declined 5% YoY to 5.8 million. Full-year FY2026 outlook projects revenue of $2.42-2.44 billion (down 2% YoY at midpoint) but Adjusted EBITDA of $470-480 million (up 18% YoY) and Free Cash Flow around $350 million.

• ·Commercial Business Unit Revenue grew 14% YoY in Q3 FY2026.
• ·Pilates workouts increased 48% YoY in Q3 FY2026.
• ·400,000 Members engaged with HiLit Training Plan in Q3 FY2026.
• ·Total Gross Margin 51.9% in Q3 FY2026, up 90 bps YoY.
• ·Subscription Revenue up 2% YoY to $428 million in Q3 FY2026.

07-05-2026

Apellis Pharmaceuticals reported Q1 2026 total revenue of $268.3M, up 61% YoY from $166.8M, driven by 28% growth in product revenue to $192.0M (SYFOVRE +16% to $150.7M, EMPAVELI +109% to $41.3M) and licensing revenue surging to $76.3M from $16.9M, achieving net income of $18.7M versus a $92.2M loss in Q1 2025. Operating expenses declined 3% YoY to $241.8M, with R&D down 11% and SG&A down 4%. However, net cash used in operating activities increased 14% to $61.0M from $53.4M, leading to a QoQ drop in cash and equivalents to $405.2M from $466.2M.

• ·Accounts receivable increased to $440.3M from $366.2M QoQ.
• ·Inventory decreased to $131.4M from $142.6M QoQ.
• ·Total reserves for rebates/chargebacks/returns ended at $65.8M, up from $58.6M at Dec 31, 2025.

07-05-2026

Korro Bio reported a Q1 2026 net loss of $19.6M, an improvement of 16% YoY from $23.4M, due to a 25% reduction in total operating expenses to $20.4M, with R&D expenses down 34% to $13.0M; however, revenue declined to $0 from $2.6M YoY. Cash and cash equivalents rose sharply to $61.7M as of March 31, 2026 from $21.8M at December 31, 2025, supported by $88.2M in net financing proceeds from an at-the-market program and private placement, while net cash used in operations improved to $16.1M from $24.5M YoY. Total assets increased to $183.6M from $113.5M QoQ, but the company remains pre-revenue with ongoing cash burn.

• ·Weighted-average shares used in net loss per share: 11,598,717 for Q1 2026 (up from 9,384,266 in Q1 2025)
• ·Issuance of 501,861 common shares via at-the-market program, net proceeds $5.0M
• ·Issuance of 4,501,928 common shares and pre-funded warrants via private placement, net proceeds $80.3M
• ·Net cash used in investing activities: $32.2M for Q1 2026 (vs. provided $32.8M in Q1 2025)

07-05-2026

Kimbell Royalty Partners reported strong Q1 2026 results with run-rate daily production of 25,522 Boe/d exceeding the midpoint of guidance, oil/natural gas/NGL revenues of $82.9 million, consolidated Adjusted EBITDA of $68.0 million, and net income of $6.9 million. The Partnership announced a Q1 cash distribution of $0.41 per common unit (75% payout ratio, 11.2% annualized yield) and repurchased 500,000 common units for $7.3 million, while maintaining 85 active rigs on its acreage (16% U.S. land rig market share) and net DUCs/permitted locations of 6.85 versus 6.80 needed for flat production. Cash G&A per Boe of $2.31 was below the low-end of guidance, reflecting operational discipline.

• ·Q1 2026 average realized prices: oil $70.61/Bbl, natural gas $3.32/Mcf, NGLs $24.43/Bbl, combined $37.02/Boe
• ·Cash G&A expense $5.3M ($2.31/BOE); total G&A $9.4M including $4.1M unit-based compensation
• ·Production composition: 47% natural gas, 53% liquids (32% oil, 21% NGLs)
• ·Major properties net DUCs and permitted locations: 6.85 vs. 6.80 net wells needed to maintain flat production
• ·Remaining common unit repurchase authorization: $92.7M as of March 31, 2026
• ·Distribution payment date May 27, 2026 to unitholders of record May 19, 2026

07-05-2026

Arrow Electronics reported Q1 FY2026 sales of $9,473,548 thousand, up 39% YoY from $6,814,017 thousand, driving operating income to $361,602 thousand (up 128% YoY) and net income attributable to shareholders to $235,106 thousand (up 195% YoY). Gross profit rose 41% YoY to $1,090,460 thousand, supported by strong operating cash flow of $699,752 thousand (up 99% YoY). However, restructuring charges increased to $36,664 thousand from $17,313 thousand, other comprehensive loss was $60,353 thousand due to foreign currency translation, and cash equivalents declined slightly QoQ to $286,512 thousand.

• ·Accounts receivable increased to $25,961,193 thousand as of April 4, 2026 from $19,738,666 thousand at Dec 31, 2025.
• ·Accounts payable rose to $24,739,718 thousand from $17,383,796 thousand QoQ.
• ·Property, plant, and equipment net remained stable at approximately $471-475 million.
• ·Common stock repurchases: $33,292 thousand in Q1 FY2026 vs $59,413 thousand in Q1 FY2025.

07-05-2026

Teleflex reported first quarter 2026 revenue from continuing operations of $548.3 million, up 32.3% YoY on a reported basis and 5.1% on a pro forma adjusted constant currency basis, driven by Vascular Access (+4.8% pro forma adjusted CC), Interventional (+3.0%), and Surgical (+9.9%). However, GAAP diluted EPS from continuing operations was $(0.11), down sharply from $1.14 YoY, and adjusted diluted EPS declined slightly to $1.39 from $1.44. The company maintained its full-year 2026 guidance, including GAAP revenue growth of 14.4% to 15.4%, pro forma adjusted constant currency revenue growth of 4.5% to 5.5%, GAAP EPS of $2.90 to $3.20, and adjusted EPS of $6.25 to $6.55.

• ·Cash, cash equivalents and restricted cash decreased to $329.6 million at March 31, 2026 from $402.7 million at December 31, 2025.
• ·Net accounts receivable increased to $365.5 million at March 31, 2026 from $345.6 million at December 31, 2025.
• ·Inventories decreased to $380.9 million at March 31, 2026 from $404.4 million at December 31, 2025.
• ·Depreciation, amortization of intangible assets and deferred financing charges increased to $55.2 million in Q1 2026 from $39.5 million in Q1 2025.
• ·Strategic Divestitures expected to close in the second half of 2026.

07-05-2026

Cushman & Wakefield reported its highest-ever first quarter revenue of $2.5 billion in Q1 2026, up 11% (9% local currency) YoY from Q1 2025, driven by robust 19% growth in Leasing (17% LC), 15% in Capital Markets (14% LC), and 9% in both Services (7% LC) and Valuation (4% LC). However, the company recorded a net loss of $12.6 million versus net income of $1.9 million in the prior year, primarily due to a $16.6 million non-cash pension settlement loss in the U.K. and an $11.8 million non-cash servicing liability from A/R Securitization amendment, alongside a swing to a $4.1 million loss from equity method investments (vs. $11.1 million earnings). Adjusted EBITDA increased 16% (15% LC) to $111.3 million, and Adjusted diluted EPS rose 67% to $0.15.

• ·Liquidity of $1.6B as of March 31, 2026, comprising $1.0B undrawn revolving credit facility availability and $0.6B cash.
• ·Partial redemption of $100M 6.750% senior secured notes due 2028, to be completed May 15, 2026.
• ·Q1 2026 Earnings Conference Call scheduled for May 7, 2026, at 9:00 a.m. ET.
• ·Greystone JV recorded $8.6M non-cash provision for loan losses in Q1 2026, of which CWK's 40% share is $3.4M.

07-05-2026

Chicago Atlantic Real Estate Finance, Inc. (REFI) reported Q1 2026 financial results with stable net interest income of $13,124,086 ($0.61 per share) and distributable earnings of $9,833,020 ($0.47 per share), flat YoY, supporting a regular dividend of $0.47 per share. However, net income declined to $4,840,364 ($0.23 per share) from $10,041,312 ($0.47 per share) YoY due to a $3,837,851 provision for credit losses versus a prior benefit, while portfolio yield fell to 15.8% from 16.9% and book value per share dropped to $14.39 from $14.87. Total loan principal outstanding grew modestly to $413,589,833 with 25 portfolio companies.

• ·Unfunded commitments decreased to $4,450,293 as of March 31, 2026 from $19,795,000 YoY.
• ·Provision for current expected credit losses was $3,837,851 in Q1 2026 versus benefit of $(1,073,276) in Q1 2025.
• ·2026 outlook: dividend payout ratio based on Distributable Earnings per diluted share of 90% to 100%; potential special dividend in Q4 if needed.