S&P 500 Industrials Sector SEC Filings — April 23, 2026

23-04-2026

Avalyn Pharma Inc., a clinical-stage biopharmaceutical company, filed an S-1/A for an IPO offering 11,800,000 shares of voting common stock at a midpoint price of $17.00 per share, expecting net proceeds of approximately $181.8 million (or $209.7 million if underwriters' 1,770,000-share option is fully exercised) to fund development of clinical-stage AP01 and AP02, preclinical AP03, additional R&D, and working capital. Net losses widened significantly to $85.2 million in 2025 from $49.7 million in 2024, driven by R&D expenses rising 67% YoY to $76.6 million and G&A up 29% to $14.7 million, while cash, cash equivalents, and marketable securities stood at $138.4 million as of December 31, 2025, pro forma as adjusted to $335.1 million post-IPO.

• ·1-for-19.2417 stock split effective prior to IPO completion.
• ·Nasdaq Global Market trading symbol: AVLN.
• ·273,814 shares issuable under 2012 Plan (avg exercise $5.32); 3,815,086 + 366,473 under 2022 Plan (avg $4.89 and $8.24); warrants for 222,830 + 22,500 shares.
• ·4,160,000 shares reserved under 2026 Plan (incl. 2,463,687 options at IPO price); 370,000 under ESPP.
• ·$15.0 million term loan facility entered February 2026.

23-04-2026

Phillips Edison & Company, Inc. (PECO) reported Q1 2026 net income of $30.4 million ($0.24 per diluted share), up from $26.3 million ($0.21) YoY, with Nareit FFO of $92.9 million ($0.67 per share, +4.7% YoY) and Core FFO of $96.4 million ($0.69 per share, +6.2% YoY); same-center NOI grew 3.5% to $122.3 million. The company achieved strong leasing with 97.1% leased portfolio occupancy (flat YoY) and 95.0% inline occupancy (up from 94.6%), alongside $125.5 million in acquisitions, but net debt to annualized adjusted EBITDAre ticked up to 5.3x from 5.2x at year-end 2025. PECO raised full-year 2026 Core FFO guidance midpoint to $2.75 per share, implying 5.8% YoY growth.

• ·Executed 246 leases totaling 1.6 million square feet in Q1 2026, up from 234 leases and 1.5 million square feet in Q1 2025.
• ·Sold $22.3 million in assets (two shopping centers) in Q1 2026; post-quarter sold land for $6.7 million.
• ·94.4% of total debt fixed-rate with weighted-average interest rate of 4.4% and maturity of 5.8 years as of March 31, 2026.
• ·Full-year 2026 guidance: Core FFO per share $2.72-$2.78 (midpoint +5.8% YoY); same-center NOI growth 3.0%-4.0%; acquisitions $400M-$500M.

23-04-2026

Gentherm reported Q1 2026 revenue of $394 million, up 11.3% YoY (7.2% ex FX), with Automotive Climate and Comfort Solutions up 13.6% YoY and adjusted EBITDA margin expanding 140bps to 12.5%, driven by operational improvements; adjusted EPS rose 65% to $0.84. However, headwinds from logistics disruptions, petrochemical cost increases, and macro uncertainty led to maintaining full-year guidance at $1.5-1.6 billion despite strong Q1, while GAAP EPS was $0.14 impacted by $0.70 in merger/restructuring costs. The company highlighted progress on its proposed combination with Modine Performance Technologies (via Platinum SpinCo), projecting $3.5 billion combined revenue and over $500 million earnings, with HSR clearance received.

• ·Secured new home/office customer (4th consecutive quarter); production starts later 2026.
• ·FDA 510(k) submission for ThermAffyx on track; revenue expected later 2026.
• ·HSR clearance received from FTC in March 2026.
• ·S-4 filing preparation on track; transaction expected to close later 2026.
• ·Organizational realignment initiated to reduce spans/layers.
• ·Net leverage 0.2 turns at Q1 end.
• ·Operational cash flow improved $8M YoY.

23-04-2026

NBT Bancorp Inc. reported Q1 2026 net income of $51.1 million ($0.98 diluted EPS), up significantly from $36.7 million ($0.77) in Q1 2025, driven by net interest income growth of 25.3% YoY to $134.3 million, NIM expansion to 3.72% (up 28 bps YoY), and deposit growth to $13.74 billion across all segments. However, net interest income declined 0.8% QoQ from Q4 2025 due to fewer days and lower earning asset yields, loans decreased $50.9 million QoQ to $11.55 billion amid commercial payoffs and portfolio run-offs, provision for loan losses rose to $5.6 million, and nonperforming assets increased to 0.38%. Noninterest income remained flat QoQ at $49.7 million (excluding securities gains/losses), with wealth management fees down 7.4% QoQ.

• ·Net charge-offs to average loans 0.17% annualized Q1 2026 (up from 0.16% Q4 2025)
• ·Nonperforming assets to total assets 0.38% at Q1 2026 (up from 0.33% Q4 2025)
• ·Allowance for loan losses $138.6 million (1.20% of loans) at Q1 2026
• ·Reserve for unfunded loan commitments $5.5 million at Q1 2026
• ·Tangible book value per share $27.05 at Q1 2026 (up 51 bps QoQ)
• ·CET1 ratio 12.34%, total risk-based capital ratio 14.52% at Q1 2026
• ·Effective tax rate 23.3% Q1 2026
• ·Stock repurchase at average $44.06 per share Q1 2026

23-04-2026

Richmond Mutual Bancorporation reported Q1 2026 net income of $2.8 million ($0.28 diluted EPS), up 40% from $2.0 million ($0.20 EPS) in Q1 2025 driven by higher net interest income (up 11.6% to $11.4 million) and improved NIM to 3.10%, but down from $3.4 million ($0.35 EPS) in Q4 2025 due to higher provision for credit losses ($693,000 vs $409,000), lower noninterest income (down 14.7%), and higher noninterest expense. Assets, loans, and deposits remained flat at $1.5 billion, $1.2 billion, and $1.1 billion, respectively, while nonperforming loans ticked up to $17.6 million (1.48%). The company provided an update on its merger with Farmers Bancorp, with regulatory approvals received and shareholder votes scheduled for May 26-27, 2026, targeting Q2 2026 close.

• ·Merger exchange ratio: 3.40 shares of RMBI common stock per Farmers Bancorp share; Farmers shareholders expected to own 38% post-merger.
• ·Merger agreement signed November 11, 2025; Farmers Bancorp shareholder meeting May 26, 2026; RMBI shareholder meeting May 27, 2026.
• ·Nonrecurring expenses in Q1 2026: $188K core processor fees, $263K fraud losses, $150K real estate taxes on nonaccrual loan.
• ·Net charge-offs Q1 2026: $347K vs $369K Q4 2025 and $395K Q1 2025.
• ·Book value per share $13.80 at March 31, 2026 (down from $13.88 at Dec 31, 2025).

23-04-2026

Baozun Inc.'s 20-F filing presents consolidated balance sheets as of December 31, 2025, showing total assets of RMB 9,691,116 thousand, down 5.1% YoY from RMB 10,207,001 thousand, while total liabilities decreased 5.1% to RMB 4,199,524 thousand. Equity rose 32.2% YoY to RMB 5,433,973 thousand, supported by reduced redeemable non-controlling interests. For FY2025, revenue reached RMB 9,945,483 thousand with operating income of RMB 56,555 thousand, but the company reported a net loss of RMB 199,580 thousand due to RMB 257,318 thousand in other expenses.

• ·Hypothetical taxation scenario assumes maximum statutory 25% EIT plus 10% withholding tax, resulting in 67.5% net available for distribution to parent/shareholders.
• ·Preferential 15% EIT rate for certain subsidiaries is temporary and subject to qualification review; not assumed in hypothetical.
• ·Lower 5% withholding tax possible under tax treaties (e.g., Hong Kong), subject to review.
• ·VIE structure: WFOE service fees to VIE are tax neutral as deductions for VIE and income for WFOE.
• ·Redeemable non-controlling interests: RMB 57,619 thousand as of Dec 31, 2025 (down from RMB 1,670,379 thousand in 2024).

23-04-2026

ConnectOne Bancorp reported Q1 2026 net income available to common stockholders of $36.3 million, down from $38.0 million in Q4 2025 primarily due to a $2.9 million increase in provision for credit losses to $5.2 million and higher noninterest expenses, but up sharply from $18.7 million in Q1 2025 driven by the FLIC merger. Net interest income rose $2.2 million QoQ to $110.0 million with NIM expanding 12 basis points to 3.39% and 10% annualized loan and deposit growth, while loans reached $11.7 billion and deposits $11.5 billion; however, 30-59 day delinquencies increased to 0.81% due to specific multifamily credits. Tangible book value per share increased 1.7% to $23.93 sequentially, and the board declared an 8.3% higher common dividend of $0.195 per share.

• ·Nonaccrual loan ratio improved to 0.35% from 0.40% QoQ and 0.61% YoY.
• ·Annualized net charge-offs (excl. PCD) declined to 0.08% from 0.17% in prior quarters.
• ·Criticized and classified loans ratio improved to 2.26% from 2.49% QoQ.
• ·ACL coverage of nonaccrual loans at 368.1%.
• ·NYC rent-regulated multifamily portfolio totals $675.9M (5.7% of loans) with 12.0% offsets.
• ·Subsequent to quarter-end, $1.1M in additional SBA loan sale gains in April 2026.

23-04-2026

Dime Community Bancshares reported Q1 2026 net income of $32.8 million ($0.75 EPS), up 9% QoQ from $30.0 million ($0.68 EPS) and 67% YoY from $19.6 million ($0.45 EPS), with net interest income flat QoQ at $112.3 million, NIM expanding to 3.21%, core deposits up $999.3 million YoY, and business loans up $123.8 million QoQ/$575.6 million YoY. However, total loans declined 1.3% QoQ to $10.61 billion and 2.3% YoY, total deposits fell 1.9% QoQ to $12.60 billion despite YoY growth, non-performing loans rose to $57.1 million QoQ, and credit loss provisions increased to $12.3 million. The company announced significant new hires for growth and a re-brand to 'Dime Commercial Bank' in Q2.

• ·Loan originations excluding new lines of credit: $220.4M in Q1 2026 (down from $225.3M Q4 2025, up from $77.9M Q1 2025)
• ·Brokered deposits: $215.0M at Q1 2026 (up QoQ from $200.0M, down YoY from $285.6M)
• ·Federal Home Loan Bank advances: $435.0M at Q1 2026 (down from $508.0M prior periods)
• ·Redeemed $40M Fixed/Floating Subordinated Debentures due 2030 at par on March 30, 2026
• ·Book value per common share: $31.33 at Q1 2026 (up from $30.99 Q4 2025)
• ·Tangible common book value per share: $27.73 at Q1 2026 (up from $27.37 Q4 2025)
• ·Dividends per common share: $0.25 in Q1 2026
• ·Earnings conference call: April 23, 2026 at 9:00 a.m. ET

23-04-2026

Tonix Pharmaceuticals Holding Corp. (TNXP) announced an oral presentation by collaborators at Columbia University and two Company poster presentations at the AACR Annual Meeting 2026 (April 17-22, 2026) highlighting preclinical immuno-oncology programs. The oral presentation (Abstract #6822) demonstrated that mTNX-1700 reversed aging-associated gastric inflammation and attenuated tumor progression in aged mouse models. Posters detailed linear, dose-independent pharmacokinetics of TNX-1700 in non-human primates and transgenic mice with no significant body-weight loss, and potent high-affinity antagonistic activity of TNX-4700 anti-BTLA monoclonal antibodies with favorable Fc receptor binding profiles.

• ·AACR Annual Meeting 2026 held April 17-22, 2026, in San Diego, California
• ·Oral presentation: Abstract #6822, 'TFF2 Deficiency Amplifies IL-1β–Driven Inflammation and Promotes Aging-Associated Gastric Tumor Progression'
• ·Poster #7940: 'Pharmacokinetics of TNX-1700 in Non-Human Primates and Human FcRn/Serum Albumin Transgenic Mice'
• ·Poster #6550: 'In Vitro Characterization of Fully Human Antagonistic Anti-BTLA Monoclonal Antibodies'
• ·All animals in TNX-1700 PK study survived without clinical signs or >10% body-weight loss

23-04-2026

Iridium Communications Inc. reported Q1 2026 total revenue of $219.1 million, up 2% YoY, driven by 2% service revenue growth to $158.0 million and 5% increase in total billable subscribers to 2,555,000, led by commercial IoT. However, net income declined to $21.6 million from $30.4 million YoY, OEBITDA fell to $116.3 million from $122.1 million due to changes in incentive compensation, equipment sales dropped 13% to $20.2 million, and several segments like commercial broadband (-5%) and government subscribers (-9% to 121,000) underperformed. The company reiterated FY2026 outlook with service revenue flat to +2% and OEBITDA of $480-490 million.

• ·Commercial service revenue $130.4M, 60% of total revenue.
• ·Government service revenue $27.6M, up 3% YoY.
• ·Commercial voice/data ARPU $48 (up from $45).
• ·Commercial IoT ARPU $7.63 (down from $7.75).
• ·Commercial broadband ARPU $254 (down from $261).
• ·Net leverage 3.4x TTM OEBITDA.
• ·FY2026 OEBITDA guidance $480-490M impacted by $17M incentive comp change.
• ·Cash taxes < $10M/year through 2027.

23-04-2026

Mobileye reported Q1 2026 revenue of $558 million, up 27% YoY from $438 million, with adjusted operating income rising 61% to $95 million and adjusted gross margin at 66%, prompting a 2% raise in FY2026 revenue guidance midpoint to ~$1,975 million and 8% increase in adjusted operating income midpoint. However, GAAP operating loss widened to $(3,896) million from $(117) million due to a $3,788 million non-cash goodwill impairment, and net cash outflow of $591 million occurred from the Mentee Robotics acquisition. The company also announced a $250 million share repurchase program to offset dilution.

• ·EyeQ SoC volumes ramped 28% YoY, driven by higher EyeQ demand and normalization of customer safety stock.
• ·Design wins with Mahindra for SuperVision and Surround ADAS, adding a third Surround ADAS customer.
• ·Over 100 ID.Buzz AVs powered by Mobileye Drive testing on public roads in six cities.
• ·EyeQ6 High-based SuperVision achieved targeted mean-time-between-failure goals in 2,000+ km US drive.
• ·Cash used in property and equipment purchases: $30 million in Q1 2026.
• ·FY2026 Operating Loss guidance: $(4,331)M to $(4,281)M, including $3,788M goodwill impairment.

23-04-2026

Newmont reported record Q1 2026 results including $3.1 billion free cash flow, $3.3 billion net income, and Adjusted EBITDA of $5.2 billion, driven by high gold prices of $4,900/oz and lower AISC of $1,029/oz (down 21% QoQ), while producing 1.3 million attributable gold ounces (down 10% QoQ due to issues at Boddington, Tanami, Lihir, Cerro Negro, and non-managed JVs). The company is on track for full-year 2026 gold guidance of 5.3 million ounces, declared a $0.26/share dividend, and authorized an additional $6.0 billion share repurchase program after executing $2.4 billion since the last earnings call. Strong cash position of $8.8 billion and net cash of $3.2 billion supports the enhanced capital allocation framework.

• ·Full-year 2026 sustaining capital guidance: $1.95 billion
• ·Full-year 2026 development capital guidance: $1.4 billion
• ·Full-year 2026 gold production guidance: 5.3 million attributable ounces
• ·Annual dividend commitment: $1.1 billion, indicated annualized $1.04 per share
• ·Copper production: 30 thousand tonnes (up 3% QoQ)
• ·Silver production: 9 million ounces (up 29% QoQ)

23-04-2026

Xeris Biopharma Holdings, Inc. (XERS) filed Definitive Additional Proxy Materials (DEFA14A) on April 23, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required. No specific financial data, proposals, or substantive content is provided in the document header.

23-04-2026

Trane Technologies plc filed a DEFA14A Definitive Additional Materials proxy statement on April 23, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No substantive proxy details, financial data, or voting matters are included in the provided cover page.

• ·Filing checkboxes: Definitive Additional Materials selected
• ·Not a preliminary, confidential, definitive proxy, or soliciting material under §240.14a-12
• ·No fee required; no prior fee paid or table computation

23-04-2026

Farmers & Merchants Bancorp released an investor presentation on April 22, 2026, providing updates on its financial position, business, and operations for use in investor communications and conferences. The presentation is furnished as Exhibit 99.1 under Item 7.01 and is not deemed 'filed' for purposes of the Exchange Act. No specific financial metrics, positive or negative performances, or period comparisons are detailed in the filing.

23-04-2026

Brand Engagement Network Inc. entered into a Securities Purchase Agreement with Ben Capital Fund I, LLC on April 21, 2026, for a private placement of 25,492 shares of common stock at $39.25 per share (120% of the April 21 closing price), yielding gross proceeds of $1,000,561 with 100% warrant coverage; the first installment of $250,101 closed immediately, and the remaining $750,460 is expected before May 29, 2026. Additionally, the Company received $1,114,164 in cash from warrant exercises during April. No declines or flat metrics were reported.

• ·Securities offered and sold pursuant to exemptions from registration requirements of the Securities Act of 1933.
• ·Company qualifies as an emerging growth company.

23-04-2026

Honeywell reported Q1 2026 sales of $9.1 billion, up 2% YoY organically, driven by pricing and new products, with orders up 7% leading to a $38.3 billion backlog; adjusted EPS increased 11% to $2.45 and segment margin expanded 90 bps to 23.3%. However, reported EPS declined 35% to $1.29 due to impairments and separation costs, operating income fell 14%, operating cash flow was negative at ($0.7) billion, and Process Automation sales dropped 6% organically amid Middle East disruptions while Industrial Automation reported sales declined 11%. The company announced the sale of Warehouse and Workflow Solutions to American Industrial Partners and reaffirmed its 2026 outlook, with Honeywell Aerospace spin-off planned for June 29, 2026.

• ·Full-year 2026 guidance maintained: Sales $38.8B - $39.8B (3-6% organic growth), Segment Margin 22.7% - 23.1% (20-60 bps expansion), Adjusted EPS $10.35 - $10.65 (6-9% growth), Free Cash Flow $5.3B - $5.6B.
• ·Investor conferences: Honeywell Aerospace on June 3, 2026 in Phoenix; Honeywell Automation on June 11, 2026 in New York City.
• ·WWS and PSS sales expected to close in H2 2026.

23-04-2026

L3Harris Technologies, Inc., through its wholly owned subsidiary Aerojet Rocketdyne Holdings, Inc. (AJRD), entered into definitive agreements on April 16, 2026, with the United States Department of War for the issuance and sale of Series A Convertible Preferred Stock and Warrants for an aggregate purchase price of $1 billion. The investment is intended to strengthen the U.S. defense industrial base by funding facility expansion, modernization, accelerated R&D, and increased production capacity for critical technologies. No declines or flat metrics are reported in this filing.

• ·Investor expected to own less than 10% of IPO Company’s common stock on an as-exercised basis upon IPO completion.
• ·Agreements include customary representations, warranties, covenants, registration rights, and redemption conditions for AJRD.

23-04-2026

Texas Capital Bancshares reported first quarter 2026 net income available to common stockholders of $69.5 million ($1.56 per diluted share), up 63% YoY from $42.7 million but down 28% QoQ from $96.3 million ($2.12 per share), amid higher provisions for credit losses ($16.0 million) and net charge-offs ($17.4 million). The company initiated its first quarterly common stock cash dividend of $0.20 per share and highlighted revenue diversification with non-interest income up 42% YoY to $69.3 million, though net interest income fell 5% QoQ to $254.7 million and efficiency ratio worsened to 65.9%. Capital remains strong with CET1 at 12.0%, total assets grew to $33.5 billion, and book value per share rose 11% YoY to $75.71.

• ·Criticized loans $650.6 million at March 31, 2026, up from $634.9 million at Dec 31, 2025 but down from $762.9 million at March 31, 2025.
• ·Non-accrual LHI $144.9 million (0.58% of total LHI) at March 31, 2026, up from $116.9 million (0.49%) QoQ and $93.6 million (0.42%) YoY.
• ·Allowance for credit losses to total LHI 1.32% at March 31, 2026, down from 1.38% QoQ and 1.48% YoY.
• ·Common stock repurchased at weighted average $96.82 per share.
• ·Preferred dividend $14.375 per share Series B, payable June 15, 2026.

23-04-2026

Shenandoah Telecommunications Company held its 2026 annual meeting of shareholders on April 21, 2026, electing directors Matthew S. DeNichilo (36,148,022 votes for), Kenneth L. Quaglio (35,884,385 for), and Michael A. Rhymes (36,117,763 for) to three-year terms expiring in 2029, with against votes under 1 million each and 8,045,543 broker non-votes. Shareholders ratified RSM US LLP as independent auditors with 44,613,720 votes for and only 79,837 against, and approved non-binding named executive officer compensation with 35,844,332 for versus 790,299 against and 8,045,543 broker non-votes. Post-meeting, executives Christopher French, Edward McKay, and James Volk provided a company presentation attached as Exhibit 99.1.

23-04-2026

TriCo Bancshares reported Q1 2026 net income of $33.7 million, up 0.2% QoQ from $33.6 million but a strong 27.8% YoY increase from $26.4 million, with diluted EPS of $1.04 versus $1.03 QoQ and $0.80 YoY. While deposits grew 6.8% annualized QoQ to $8.4 billion and NIM improved 5 bps to 4.07%, net interest income declined 1.1% QoQ to $91.5 million and loans decreased 2.4% annualized QoQ to $7.1 billion. Efficiency ratio improved slightly to 54.55% QoQ, but provision for credit losses rose 10.8% QoQ to $3.3 million and non-performing assets increased to 0.77%.

• ·Shares repurchased: 447,211 at average $48.30 per share.
• ·Loan to deposit ratio: 84.11% (down from 86.05% QoQ).
• ·Average non-interest bearing deposits: 30.6% of total deposits.
• ·Gross loan originations/draws: $388.7 million (down from $502.8 million QoQ).

23-04-2026

The remarketing process for the class A-5 notes issued by SLM Student Loan Trust 2005-5 failed on April 22, 2026, due to insufficient committed purchasers at the proposed spread, as announced in this 8-K filing dated April 23, 2026. Consequently, existing noteholders must retain their notes beyond the scheduled April 27, 2026 reset date, with the interest rate set to the failed remarketing rate of SOFR plus 0.75% per annum over a three-month reset period, and the next reset on July 27, 2026.

• ·Remarketing spread determination deadline: 3:00 P.M. New York City time on April 22, 2026
• ·Trust administrator: Navient Solutions, LLC
• ·Trust address: c/o Deutsche Bank Trust Company Americas, 1761 East St. Andrew Place, Santa Ana, CA 92705

23-04-2026

Southern Missouri Bancorp reported preliminary Q3 FY2026 net income of $17.8 million, up 13.3% YoY, with diluted EPS of $1.60 (up 15.1% YoY), NIM expansion to 3.67%, and gross loans up 7.4% YoY to $4.322 billion. However, provision for credit losses rose to $2.1 million (up from year-ago), nonperforming loans increased to 0.70% of gross loans, cash equivalents and time deposits fell 58.9% YoY, and EPS declined 1.2% QoQ. The board declared a quarterly dividend of $0.25 per share, payable May 29, 2026.

• ·Conference call scheduled for April 23, 2026, at 9:30 AM CT.
• ·Tangible book value per share $45.80, up 13.5% YoY.
• ·Non-owner occupied commercial real estate concentration 291.2% of Tier 1 capital and ACL.
• ·Net charge-offs 0.04% annualized in Q3 FY2026 vs. 0.11% YoY.
• ·Loans anticipated to fund in next 90 days: $177.7 million.

23-04-2026

Patterson-UTI Energy reported Q1 2026 total revenue of $1.1 billion, down 2.9% QoQ from $1.15 billion and 12.7% YoY from $1.28 billion, with a net loss attributable to common stockholders of $25 million, wider than the $9 million loss in Q4 2025. Adjusted EBITDA was solid at $205 million, and the company declared a quarterly dividend increase to $0.10 per share payable June 15, 2026. Segment results showed Drilling Services adjusted gross profit up slightly QoQ to $134 million but down YoY, while Completion Services adjusted gross profit declined to $98 million QoQ and was flat YoY; management anticipates Q2 improvements amid rising commodity prices.

• ·Q2 2026 outlook: Drilling Services adjusted gross profit ~$130M (includes $5M reactivation costs), Completion Services ~$105M, Drilling Products slight decline QoQ.
• ·General and administrative expense Q1 2026: $69M.
• ·Cash flows from operating activities Q1 2026: $64M, down from $208M YoY.

23-04-2026

BridgeBio Oncology Therapeutics, Inc. (BBOT) announced the appointment of Pedro J. Beltran, PhD, as Chief Executive Officer, Idan Elmelech as Chief Operating Officer, and Neil Kumar, PhD, as Executive Chairman, effective April 20, 2026. Former CEO Eli Wallace, PhD, will transition to Senior Adviser. The changes are positioned to support BBOT's clinical-stage assets entering Phase 1b expansions and combinations in RAS and PI3Kα malignancies.

• ·Announcement date: April 22, 2026
• ·Filing date: April 23, 2026
• ·Dr. Beltran joined BridgeBio Pharma in 2020, became CSO of BBOT in July 2023; prior roles at UNITY Biotechnology and Amgen
• ·BBOT focused on RAS-pathway malignancies with three clinical assets advancing to Phase 1b expansions

23-04-2026

Strategic Education, Inc. reported Q1 2026 consolidated revenue up 0.8% YoY to $305.9 million, with operating income rising to $41.1 million (13.4% margin from 13.1%) and net income increasing to $32.8 million, driven by strong Education Technology Services (ETS) performance including 21% revenue growth to $41.5 million and Sophia Learning subscribers up 40% YoY. However, U.S. Higher Education (USHE) revenue declined 3.8% to $212.6 million amid a 0.8% drop in enrollment, and Australia/New Zealand (ANZ) revenue fell 4.0% on a constant currency basis with enrollment down 2.5%. The company repurchased 493,105 shares for $40.0 million and declared a $0.60 per share quarterly dividend.

• ·Adjusted EBITDA Q1 2026: $62.2 million (up from $60.0 million YoY).
• ·Diluted EPS Q1 2026: $1.48 (up from $1.24 YoY).
• ·Cash provided by operations Q1 2026: $87.4 million (up from $67.7 million YoY).
• ·Free cash flow Q1 2026: $77.3 million (up from $57.3 million YoY).
• ·Quarterly dividend payment date: June 1, 2026; record date: May 22, 2026.
• ·Conference call: April 23, 2026 at 10:00 a.m. ET.

23-04-2026

Lockheed Martin reported first quarter 2026 sales of $18,021 million, up slightly 0.3% YoY from $17,963 million, but net earnings declined 13% to $1,488 million ($6.44 per share) from $1,712 million ($7.28 per share), with cash from operations dropping sharply to $220 million from $1,409 million and free cash flow turning negative at $(291) million from $955 million. While Missiles and Fire Control sales grew 8% and Space 7%, Aeronautics sales fell 1% and Rotary and Mission Systems 8%, contributing to total business segment operating profit declining 13% to $1,823 million. The company signed multiyear framework agreements to boost munitions production and reaffirmed 2026 guidance for ~5% sales growth to $77,500-$80,000 million and free cash flow of $6,500-$6,800 million.

• ·Q1 2026 business segment operating profit of $1,823 million, down 13% YoY from $2,085 million.
• ·Q1 2026 consolidated operating profit of $2,063 million, down from $2,372 million YoY.
• ·Aeronautics operating margin 8.9% vs 10.2% YoY; Space operating margin 8.2% vs 11.8% YoY.
• ·Q1 2026 independent research and development spend of $458 million.
• ·Effective tax rate 16.1% in Q1 2026 vs 15.9% in Q1 2025.

23-04-2026

Analyst IMS Investment Management Services Ltd., an Israel-based investment manager, filed its 13F-HR on April 23, 2026, reporting equity holdings as of March 31, 2026, primarily in U.S. large-cap stocks and ETFs. Key positions include $1.01B in Invesco QQQ Trust (1,749,618 shares), $538M in SPDR S&P 500 ETF Trust (827,640 shares), $344M in Vanguard S&P 500 ETF (576,470 shares), and notable individual holdings such as $64M in Teva Pharmaceutical Industries Ltd. (2,116,302 shares) and $34M in Wix.com Ltd. (381,556 shares). The portfolio spans over 150 positions with no quarter-over-quarter changes detailed in the filing.

• ·Business address: 46 Rothschild Blvd, Tel-Aviv, L3 66883, Israel.
• ·SEC file number: 028-16827.
• ·Holdings include significant Israeli-linked names like Check Point Software Technologies Ltd. (4,223 shares, $603K), Ituran Location and Control Ltd. (246,637 shares DFND 1, $12.1M), and AudioCodes Ltd. (3,592 shares, $9.5M).

23-04-2026

Huntington Bancshares reported 2026 Q1 net income of $523 million ($0.25 EPS), up 1% QoQ but down 1% YoY due to $263 million in pre-tax acquisition-related expenses; adjusted EPS was $0.37, flat QoQ and up from $0.34 YoY. Acquisitions of Veritex (completed Oct 2025, integrated Jan 2026) and Cadence (closed Feb 1, 2026) drove average loans up 33% YoY to $174.2 billion (+19% QoQ), deposits up 27% YoY to $204.6 billion (+18% QoQ), NII up 33% YoY to $1,891 million (+19% QoQ), and noninterest income up 38% YoY to $682 million (+17% QoQ). However, CET1 ratio fell to 10.2% from 10.4% QoQ, TCE ratio dipped to 7.0% from 7.1% QoQ, nonperforming asset ratio rose to 0.72% (+9bp QoQ), and net charge-offs increased to 0.26% (+2bp QoQ).

• ·Net interest margin expanded 14bp YoY to 3.24% and 9bp QoQ.
• ·Return on average tangible common equity (ROTCE) was 11.6%.
• ·Cash dividends declared per common share $0.155, unchanged.
• ·Tangible book value per share $9.55, down 3% QoQ but up 9% YoY.

23-04-2026

First Citizens BancShares reported Q1 2026 net income of $534 million, down $46 million or 8% from $580 million in Q4 2025, with adjusted net income declining more sharply to $560 million from $648 million. While deposits grew strongly 5.7% to $170.84 billion and loans increased 0.5% to $148.69 billion, net interest income fell $101 million to $1.62 billion and NIM compressed 11 basis points to 3.09%. The company returned $900 million to shareholders via repurchases and prepaid $2.50 billion of the Purchase Money Note, with capital ratios remaining strong above regulatory requirements.

• ·Nonaccrual loans increased to $1.43 billion (0.96% of loans) from $1.31 billion (0.88%) at Dec 31, 2025.
• ·Allowance for loan and lease losses $1.56 billion (1.05% of loans) at Mar 31, 2026, slightly down from 1.06%.
• ·Capital ratios: Total risk-based 13.51%, CET1 10.83%; issued $400 million Series E preferred stock.
• ·Purchase Money Note declined to $30.91 billion from $35.85 billion at Sep 30, 2025.
• ·Remaining capacity under 2025 Share Repurchase Plan: $1.91 billion.

23-04-2026

Ryder System, Inc. reported Q1 2026 GAAP EPS from continuing operations of $2.34, up 2% YoY, and comparable EPS of $2.54, up 3% YoY, with total revenue flat at $3,126 million and operating revenue up 1% to $2,573 million. FMS delivered 6% EBT growth to $99 million driven by contractual performance, while SCS EBT declined 17% to $72 million due to lower automotive results and DTS EBT fell 15% to $23 million amid an 8% drop in total revenue from lower fleet count. The company raised its full-year 2026 comparable EPS outlook to $14.05-$14.80, unchanged ROE guidance at 17%-18%, and reaffirmed $70 million in benefits from strategic initiatives.

• ·Rental power-fleet utilization 68% in Q1 2026 vs 66% prior year on 13% smaller fleet.
• ·Debt-to-equity 269% as of March 31, 2026, within 250%-300% target.
• ·Q2 2026 comparable EPS outlook $3.50-$3.75.
• ·Full-year 2026 capital expenditures forecast $2.4B; debt-to-equity target 230%.

23-04-2026

West Bancorporation Inc reported net income of $10,572 thousand for the three months ended March 31, 2026, up 34.8% YoY from $7,842 thousand, with net interest income increasing 16.9% to $24,385 thousand and noninterest income up 13.9% to $2,554 thousand. However, total assets decreased 3.2% QoQ to $4,010,973 thousand from $4,142,244 thousand, driven by a 23.2% drop in cash and cash equivalents to $361,978 thousand and a $133,498 thousand decline in total deposits to $3,334,972 thousand. Basic EPS improved to $0.62 from $0.47 YoY, while comprehensive income fell to $9,671 thousand from $14,753 thousand due to other comprehensive loss.

• ·Cash dividends declared at $0.25 per common share in both Q1 2026 and Q1 2025.
• ·No credit loss expense in Q1 2026 or Q1 2025.
• ·Net cash used in financing activities $140,261 thousand in Q1 2026 vs $39,668 thousand in Q1 2025.

23-04-2026

Valley National Bancorp reported first quarter 2026 net income of $163.9 million ($0.28 per diluted share), down from $195.4 million ($0.33 per share) in Q4 2025 but up from $106.1 million ($0.18 per share) in Q1 2025; adjusted net income was $168.9 million ($0.29 per share). Deposits grew $676.5 million to $52.9 billion and loans increased $692.1 million (5.5% annualized) to $50.8 billion quarter-over-quarter, with net interest income up $6.7 million to $472.8 million on a stable 3.17% tax-equivalent NIM. However, non-interest income fell $7.5 million to $68.8 million, non-interest expense rose $10.5 million to $309.9 million due to higher salaries and FDIC assessments, and net charge-offs were $17.5 million.

• ·CRE loan concentration ratio declined to 329% at March 31, 2026 from 333% at Dec 31, 2025.
• ·Non-accrual loans $432.6 million (0.85% of loans) at March 31, 2026, down slightly from $433.9 million (0.87%) at Dec 31, 2025.
• ·Cost of total average deposits 2.27% in Q1 2026, down from 2.45% in Q4 2025 and 2.65% in Q1 2025.

23-04-2026

Amylyx Pharmaceuticals, Inc. (AMLX) issued a DEFA14A filing as definitive additional proxy materials for its 2026 Annual Meeting of Stockholders, scheduled for June 4, 2026, at 9:00 a.m. ET virtually via meetnow.global/M75QLG2. Shareholders will vote on electing George Mclean Milne Jr., Ph.D. and Paul Fonteyne as Class II directors until the 2029 Annual Meeting, ratifying Deloitte & Touche LLP as independent auditors for the fiscal year ending December 31, 2026, and approving named executive officer compensation on a non-binding advisory basis, with the Board recommending a FOR vote on all proposals.

• ·Paper copy requests must be received by May 25, 2026 for timely delivery
• ·Proxy materials available online at www.envisionreports.com/AMLX
• ·Voting options: online, phone (1-866-641-4276), or email to investorvote@computershare.com

23-04-2026

West Pharmaceutical Services reported Q1 2026 net sales of $844.9 million, up 21.0% YoY (15.3% organic), with diluted EPS of $1.92 (+56.1%) and adjusted-diluted EPS of $2.13 (+46.9%). Proprietary Products net sales grew 23.3% to $694.3 million, driven by High-Value Product Components (+29.6%) and Delivery Devices (+29.0%), while Standard Products increased only 0.5% organically; West Vantage grew 11.6% (6.2% organic). The company raised full-year 2026 guidance to $3.295-$3.350 billion in net sales (7.2%-9.0% reported growth) and $8.40-$8.75 adjusted-diluted EPS, repurchased 1.2 million shares for $297.6 million, and expects Q2 net sales of $830-$850 million.

• ·Capital expenditures of $42.7 million in Q1 2026, free cash flow $47.2 million.
• ·Full-year 2026 capital spending guidance $250-$275 million.
• ·Q2 2026 adjusted-diluted EPS guidance $2.05-$2.12 (+11.4% to 15.2% YoY).
• ·Gross profit margin improved to 35.1% from 33.2%.
• ·Restructuring charges of $1.4 million pre-tax in Q1 2026.

23-04-2026

Prosperity Bancshares, Inc. held its Annual Meeting of Shareholders on April 21, 2026, with strong turnout of 85,570,607 shares representing 84.32% of shares entitled to vote. All four Class I directors were elected, Deloitte & Touche LLP's appointment as independent auditor for 2026 was ratified nearly unanimously (84,047,627 votes for vs. 1,459,152 against), and the advisory say-on-pay vote passed strongly (76,849,592 for vs. 2,217,419 against). However, significant votes were withheld from William T. Luedke IV (12,465,071) and Perry Mueller, Jr. (9,731,027), indicating notable shareholder dissent for these directors.

• ·Continuing directors (Class II and III): James A. Bouligny, W. R. Collier, Dr. Laura Murillo, Robert Steelhammer, H. E. Timanus, Jr., Ileana Blanco, Leah Henderson, Ned S. Holmes, Jack Lord, David Zalman.
• ·Auditor ratification abstentions: 63,821; broker non-votes: 0.
• ·Say-on-pay abstentions: 570,297.

23-04-2026

S&T Bancorp reported first quarter 2026 net income of $35.1 million, up from $34.0 million in Q4 2025 and $33.4 million in Q1 2025, with diluted EPS of $0.94 reflecting 5.6% QoQ and 8.0% YoY growth, alongside strong ROA of 1.44%, deposit growth of $226.4 million (11.5% annualized), and improved asset quality with NPAs at $49.9 million (0.63%). However, portfolio loans declined $112.6 million, net interest income fell to $88.4 million from $91.0 million QoQ with NIM contracting to 3.92% from 3.99%, and noninterest income decreased $0.7 million. The company repurchased 1,146,100 shares for $49.6 million.

• ·Commercial real estate loans declined $94.7 million QoQ.
• ·Provision for credit losses $1.3 million in Q1 2026 vs. $5.7 million in Q4 2025.
• ·Noninterest expense decreased $0.5 million to $56.7 million QoQ.
• ·Remaining share repurchase capacity $50.4 million at March 31, 2026.
• ·Average interest-earning assets $9.2 billion in Q1 2026, up $57.0 million QoQ.

23-04-2026

Union Pacific reported first quarter 2026 net income of $1.7 billion, up 5% YoY from $1.6 billion, with diluted EPS of $2.87, up 6% YoY, and adjusted operating ratio improving 80 basis points to 59.9%. Operating revenue grew 3% to $6.2 billion, driven by 4% higher freight revenue, though total revenue carloads declined 1% and other revenues fell 4%. Operational metrics showed strong gains including 9% higher freight car velocity and 11% lower terminal dwell, but segments like intermodal (-6% revenue, -9% carloads) and premium (-5% revenue, -9% carloads) declined.

• ·2026 outlook affirmed with mid-single digit EPS growth, OR improvement, and $3.3 billion capital plan.
• ·Cash and equivalents decreased to $735 million at March 31, 2026 from $1,266 million at Dec 31, 2025.
• ·Merger costs of $36 million impacted reported EPS by $0.06.

23-04-2026

Ladder Capital Corp reported Q1 2026 GAAP income before taxes of $3.2 million ($0.02 diluted EPS), a sharp QoQ decline of approximately 80% from $15.5 million due to elevated compensation expenses ($22.3 million vs $10.9 million prior quarter) and higher costs. However, distributable earnings reached $28.0 million ($0.22 distributable EPS), net interest income grew 3% QoQ to $23.0 million, mortgage loan receivables expanded 18% to $2.61 billion, and total assets increased 9% to $5.61 billion. The board authorized a $100.0 million Class A common stock repurchase, increasing the total program to $100.0 million.

• ·Dividend of $0.23 per share of Class A common stock for Q1 2026.
• ·Moody’s Baa3 and Fitch BBB- investment grade ratings, both stable.
• ·Over 12% insider ownership.
• ·Provision for loan loss reserves released $28 thousand in Q1 2026.

23-04-2026

SageGuard Financial Group, LLC filed its 13F-HR on April 23, 2026, disclosing total holdings of $646,253,841 across 196 positions as of March 31, 2026. The portfolio includes diversified equity and ETF positions with top holdings in Apple Inc. ($36,231,455), NVIDIA Corporation ($22,247,097), Amazon.com Inc. ($19,495,290), and Microsoft Corp. ($18,602,040). No period-over-period changes are detailed in the filing.

• ·Report period end date: March 31, 2026
• ·Filing CIK: 0001861378

23-04-2026

Isabella Bank Corporation reported Q1 2026 net income of $5.0 million ($0.68 per diluted share), up 26% YoY from $3.9 million ($0.53 per diluted share), driven by net interest income growth to $16.9 million and NIM expansion to 3.33% from 3.06% YoY, alongside adjusted loans up $27.2 million and total deposits up $40.2 million QoQ. Credit quality remained strong with nonperforming loans at 0.28%. However, consumer loans continued to decline amid low demand, noninterest expenses increased to $14.7 million from $13.3 million YoY due to higher compensation and professional services, provision for credit losses was $604,000 versus a $107,000 credit in Q1 2025, and net unrealized losses on AFS securities rose to $10.6 million.

• ·Commercial real estate portfolio increased $20.9 million QoQ; residential mortgage portfolio increased $10.5 million QoQ.
• ·Advances to mortgage brokers decreased $4.6 million QoQ.
• ·Noninterest-bearing deposits decreased $15.1 million QoQ; certificates of deposit decreased $3.7 million QoQ.
• ·Provision for credit losses $604,000 in Q1 2026 vs credit of $107,000 in Q1 2025.
• ·Nonaccrual loans $4.4 million at Mar 31 2026 vs $4.6 million at Dec 31 2025 (slight decline).

23-04-2026

Oregon Pacific Wealth Management, LLC filed its 13F-HR report disclosing 125 equity holdings totaling $95,849,214 as of March 31, 2026. The portfolio features significant allocations to ETFs such as Astoria US Quality (value $8,556,048), SPDR S&P 500 ($6,781,947), and iShares Core MSCI Emerging Markets ($4,061,891), alongside stocks including Alphabet Inc., Amazon.com Inc., Apple Inc., and Microsoft Corp. No period-over-period changes or performance metrics are provided in this point-in-time holdings snapshot.

• ·Filing date: April 23, 2026
• ·Report period end: March 31, 2026
• ·Business address: 3250 Hillcrest Park Drive, Suite 102, Medford, OR 97539-0076
• ·Phone: 541-858-0166
• ·Predominantly SOLE ownership; includes minor DFND and OTR positions

23-04-2026

Virginia National Bankshares Corporation reported Q1 2026 net income of $5.3 million ($0.97 per diluted share), up 17.2% YoY from $4.5 million ($0.83 per share), driven by lower cost of funds and non-interest expenses, with ROA improving to 1.30% from 1.12%, ROE to 11.34% from 11.05%, NIM to 3.40% from 3.28%, and efficiency ratio to 56.6% from 62.4%. However, gross loans declined 0.4% YoY to $1.2 billion and remained flat QoQ, securities balances fell $22.5 million YoY, noninterest income dropped 15.4% YoY, and loan yield slipped to 5.53% from 5.60%. The board declared a quarterly dividend of $0.36 per share, payable May 29, 2026.

• ·Nonperforming assets $6.0M (0.36% of total assets) at Mar 31, 2026, up from $5.0M YoY but down from $9.2M QoQ.
• ·Provision for credit losses: net recovery of $336 thousand in Q1 2026.
• ·Book value per share $34.39 at Mar 31, 2026 (vs $30.93 YoY); tangible book value $32.51 (vs $28.84 YoY).
• ·Effective tax rate 19.5% in Q1 2026 vs 16.7% YoY.
• ·Cost of funds 1.68% in Q1 2026, down 19 bps YoY.