S&P 500 Industrials Sector SEC Filings — April 29, 2026

29-04-2026

29-04-2026

Stanley Black & Decker reported Q1 2026 net sales of $3.8 billion, up 3% YoY driven by pricing and currency but flat organically due to a 3% volume decline primarily from North American retail softness. Tools & Outdoor sales increased 2% but declined 1% organically with adjusted segment margin down 90 basis points, while Engineered Fastening sales rose 10% (7% organically) with adjusted margin up 190 basis points; overall adjusted EBITDA margin fell 50 basis points to 9.2%. The company completed the CAM divestiture for $1.8 billion cash ($1.6 billion net proceeds), bolstering the balance sheet, raised 2026 GAAP EPS guidance to $4.15-$5.35, and reaffirmed adjusted EPS at $4.90-$5.70.

• ·Gross margin 30.1% (up 20 bps YoY); adjusted gross margin 30.2% (down 20 bps YoY)
• ·SG&A expenses 23.0% of sales (down 20 bps); adjusted SG&A 22.8% (up 20 bps)
• ·Adjusted tax rate 26.3%
• ·2026 free cash flow guidance $500-700M (including CAM taxes/fees); $700-900M excluding
• ·Q1 non-GAAP adjustments include $44.9M restructuring and $22.7M asset impairment
• ·CAM results excluded from guidance as of April 6, 2026

29-04-2026

Bunge Global SA reported Q1 2026 GAAP diluted EPS of $0.35, down from $1.48 YoY, but adjusted EPS increased slightly to $1.83 from $1.81, with adjusted Total EBIT surging 55% YoY to $561 million driven by Soybean Processing and Refining ($377M adj EBIT, +56%) and Softseed Processing and Refining ($195M, +138%). However, Grain Merchandising and Milling adjusted EBIT declined 27% to $44 million from $60 million, Tropical Oils adjusted EBIT of $45 million masked MTM impacts amid mixed regional results, and adjusted Corporate and Other EBIT worsened to $(100) million from $(44) million due to higher expenses from Viterra integration. The company raised its full-year 2026 adjusted EPS outlook to $9.00-$9.50 from $7.50-$8.00.

• ·Cash used for operating activities increased to $541 million from $285 million YoY.
• ·Adjusted funds from operations $530 million vs $392 million YoY.
• ·Expected net interest expense full-year 2026: $620-$660 million (up from prior $575-$625 million).
• ·Expected depreciation and amortization full-year 2026: approximately $975 million.
• ·Conference call scheduled for April 29, 2026 at 8 a.m. Eastern.

29-04-2026

Biogen reported first quarter 2026 total revenue of $2.5 billion, up 2% YoY, driven by 12% growth in growth products including LEQEMBI (+74% to $168 million) and SKYCLARYS (+22% to $151 million), though SPINRAZA declined 12% YoY to $374 million and multiple sclerosis revenue remained flat. Non-GAAP diluted EPS rose 18% to $3.57. The company announced a proposed acquisition of Apellis Pharmaceuticals, expected to be accretive in 2027, and updated full-year 2026 guidance to Non-GAAP diluted EPS of $14.25-$15.25 amid expected mid-single digit total revenue decline.

• ·Litifilimab Phase 2 showed meaningful reduction in disease activity at Week 16 for CLE patients.
• ·Salanersen Phase 1b data showed new motor milestones in SMA children post gene therapy.
• ·LEQEMBI real-world persistence: 78% at 18 months.
• ·SPINRAZA High Dose Regimen approved by FDA, Japan, EU.
• ·Full year 2026 total revenue expected to decline mid-single digit percentage vs 2025.
• ·Acquired IPR&D charges: ~$1.00 impact on FY2026 Non-GAAP EPS ($0.20 in Q1, $0.80 in Q2).

29-04-2026

Lemonade reported strong Q1 2026 results with In Force Premium (IFP) growing 32% YoY to $1,333 million, revenue surging 71% YoY to $258 million, and gross profit increasing 159% YoY to $100 million amid gross profit margin expansion to 39%. Adjusted EBITDA loss improved 64% YoY to $17 million and adjusted free cash flow turned positive at $17 million, though net loss remained at $36 million; Pet IFP exceeded $500 million and Car IFP grew 60% YoY, but the company still anticipates FY2026 adjusted EBITDA losses of $51-47 million before positivity in Q4.

• ·Annual Dollar Retention (ADR) at 85%, up 1pp YoY and flat QoQ.
• ·Gross loss ratio improved to 62% from 78% YoY.
• ·Net loss ratio improved to 63% from 82% YoY.
• ·Growth spend increased to $54M from $38M YoY.
• ·Q2 2026 guidance: IFP $1,428-1,433M; FY2026 IFP $1,632-1,639M.
• ·Pet insurance: LAE ratio ~4%; #1 most searched pet brand in U.S., 4th largest by written premium.

29-04-2026

OGE Energy Corp., parent of Oklahoma Gas and Electric Company (OG&E) serving approximately 915,000 customers in Oklahoma and western Arkansas, announced its consolidated financial results for the first quarter ended March 31, 2026, via press release furnished as Exhibit 99.01. No specific financial metrics such as revenue, earnings, or period-over-period changes were detailed in the filing itself.

• ·Filing date: April 29, 2026
• ·Report covers quarter ended March 31, 2026
• ·Items reported: 2.02 (Results of Operations and Financial Condition), 9.01 (Financial Statements and Exhibits)

29-04-2026

First Financial Bankshares, Inc. held its 2026 annual shareholder meeting on April 28, 2026, electing 13 directors with strong support (votes for ranging from 104,350,901 to 110,039,940, withheld votes under 6.2 million each) amid 18,114,378 broker non-votes. Shareholders ratified Ernst & Young LLP as independent auditors for the year ending December 31, 2026, with 126,353,649 votes for, 2,020,446 against, and 225,999 abstentions. An advisory vote approving named executive officer compensation passed with 101,942,536 for, 4,885,300 against, and 3,657,880 abstentions, also with 18,114,378 broker non-votes.

• ·Director votes for/withheld: Vianei Lopez Braun (108,412,469/2,073,247), David L. Copeland (107,215,734/3,269,982), Sally Pope Davis (109,796,816/688,900), Michael B. Denny (109,801,149/684,567), F. Scott Dueser (109,029,741/1,455,975), Murray H. Edwards (106,861,853/3,623,863), Geoff Haney (110,012,056/473,660), Eli Jones Ph.D. (109,434,868/1,050,848), I. Tim Lancaster (104,350,901/6,134,815), Kade L. Matthews (108,566,159/1,919,557), Robert C. Nickles (108,239,063/2,246,653), Blake Poutra (110,039,940/445,776), Lota S. Zoth (109,994,472/491,244)

29-04-2026

Rogers Corp (ROG) reported Q1 2026 net sales of $200.5M, up 5% YoY from $190.5M, with gross margin expanding to $64.6M from $57.0M and operating income improving to $10.7M from a $0.3M loss, driving net income of $4.5M versus a $1.4M loss. However, operating cash flow declined 50% to $5.8M from $11.7M, cash equivalents dipped slightly to $195.8M from $197.0M QoQ, and comprehensive loss was $3.4M due to an $8.0M foreign currency translation adjustment.

• ·Restructuring and impairment charges remained flat at $5.9M YoY.
• ·Accounts receivable increased to $142.1M from $130.6M QoQ.
• ·Inventories rose to $127.5M from $125.0M QoQ.
• ·Total shareholders' equity slightly declined to $1,192.7M from $1,195.7M QoQ.

29-04-2026

For the three months ended March 31, 2026, Stride, Inc. reported revenues of $629.9M, up 2.7% YoY from $613.4M, driven by 15.9% growth in Career Learning Middle-High School to $259.5M, though General Education declined 3.6% to $357.5M and Adult Career Learning fell 31% to $12.9M; however, gross margin decreased to $231.6M from $249.3M and net income dropped 10.9% to $88.5M. Over nine months, revenues rose 7.5% YoY to $1,882.0M with net income up 8.5% to $256.8M, but Q3 operating income was slightly down 1.3% YoY while cash from operations declined 13.0% to $117.0M.

• ·Cash and cash equivalents decreased to $614.0M from $782.5M as of June 30, 2025.
• ·Treasury stock purchases totaled $88.7M in nine months ended March 31, 2026.
• ·Weighted average diluted shares decreased to 45,835,843 for Q3 2026 from 49,181,728 in Q3 2025.

29-04-2026

GE HealthCare reported first quarter 2026 revenues of $5.1 billion, up 7.4% YoY including 2.9% organic growth, driven by Pharmaceutical Diagnostics (+21.7% YoY, +9.7% organic), Advanced Visualization Solutions (+8.2%), and Imaging (+7.4%), while Patient Care Solutions declined 6.5% YoY (-8.1% organic). Profitability was impacted by a resolved PDx supplier issue, tariffs, and inflation, leading to net income of $389 million (down from $564 million), net income margin of 7.6% (down 420 bps), Adjusted EBIT margin of 13.5% (down 150 bps), and Adjusted EPS of $0.99 (down from $1.01). The company closed the $2.3 billion acquisition of Intelerad, saw total orders up 1.1% organically (vs. 10.3% prior year), and reduced full-year 2026 guidance for Adjusted EBIT margin to 15.4%-15.7% and Adjusted EPS to $4.80-$5.00 while reaffirming organic revenue growth of 3.0%-4.0%.

• ·Book-to-bill ratio of 1.07 times in Q1 2026
• ·Cash and cash equivalents decreased to $2,285 million from $4,512 million at Dec 31, 2025
• ·Full-year 2026 Free cash flow guidance of approximately $1.6 billion (down from prior $1.7 billion)
• ·Declared quarterly dividend of $0.035 per share

29-04-2026

Delek Logistics reported Q1 2026 adjusted EBITDA of $132.3 million, up 7.4% YoY from $123.2 million, supported by strong growth in storage/transport (+73.8% to $25.2 million) and pipeline JVs (+9% to $18.3 million), while net income declined 17% YoY to $32.4 million from $39.0 million and distributable cash flow as adjusted fell 3.6% to $72.4 million, impacted by Winter Storm Fern. Wholesale marketing and terminalling EBITDA dropped 19.7% YoY to $14.3 million due to termination of an agreement, though gathering and processing grew modestly 2.2% to $82.9 million. The partnership increased its quarterly distribution 1.8% to $1.130 per unit, signed a new revolving credit facility boosting capacity by $150 million to 2031, completed its first AGI well at Libby Gas Complex, and reaffirmed 2026 EBITDA guidance of $520-560 million.

• ·New revolving credit facility increases borrowing capacity by $150 million with maturities extended to 2031.
• ·Conference call scheduled for April 29, 2026 at 11:30 a.m. Central Time.
• ·Corporate Adjusted EBITDA loss of $8.4 million in Q1 2026 vs. $6.9 million loss in Q1 2025.

29-04-2026

TPG Mortgage Investment Trust, Inc. (MITT) reported Q1 2026 results with book value of $9.97 per share, EAD of $0.26 per diluted common share covering the increased $0.24 common dividend (up 4.3% from Q4 2025's $0.23), and an $8.1 billion investment portfolio yielding a 0.6% net interest margin. However, the company posted a net loss of $(0.27) per diluted common share and a quarterly economic return on equity of (2.6)% amid a challenging macroeconomic environment. Financing stood at $7.7 billion with a 14.1x GAAP leverage ratio and 1.7x economic leverage ratio.

• ·GAAP Leverage Ratio: 14.1x; Economic Leverage Ratio: 1.7x
• ·Investment in Arc Home determined using 1.05x book value multiple and 66.0% ownership interest in AG Arc LLC
• ·Total liquidity: $49.3M cash and equivalents + $50.0M committed financing on Home Equity Loans + $0.7M unencumbered Agency RMBS
• ·Preferred dividends declared: Series A $0.51563/share, Series B $0.50/share, Series C $0.665952/share, payable June 17, 2026

29-04-2026

Prosperity Bancshares reported Q1 2026 net income of $116.3 million ($1.16 diluted EPS), down from $130.2 million ($1.37 EPS) YoY due to $42.5 million in merger-related expenses, though adjusted net income was $149.9 million ($1.50 EPS); loans excluding Warehouse Purchase Program increased 16.4% QoQ to $23.855 billion and deposits rose 14.6% QoQ to $32.633 billion, driven by completed mergers with American Bank Holding Corporation and Southwest Bancshares. Net interest margin improved 21 basis points QoQ to 3.51%, but net charge-offs surged to $41.3 million including $33.8 million in commercial and industrial loans, and nonperforming assets rose to 0.33% of average interest-earning assets YoY. The company repurchased $57.1 million in shares and received regulatory approvals for the pending $2.002 billion Stellar Bancorp merger expected July 1, 2026.

• ·Efficiency ratio 59.16% (47.58% adjusted excluding merger expenses)
• ·Annualized ROA 1.10% (1.42% adjusted)
• ·Declared Q2 2026 dividend of $0.60 per share, payable July 1, 2026 to shareholders of record June 15, 2026
• ·Southwest merger issued 4,094,974 shares, resulting in $134.1M goodwill and $33.8M core deposit intangibles

29-04-2026

Chagee Holdings Ltd. reported net revenues of RMB12,907.4 million (US$1,845.7 million) in 2025, a modest 4.0% YoY increase from RMB12,405.6 million in 2024 after a robust 167.4% growth from RMB4,640.2 million in 2023; however, net income declined sharply to RMB1,186.3 million (US$169.6 million) in 2025 from RMB2,514.6 million in 2024, despite 213.3% growth the prior year. Franchised teahouses product sales decreased to RMB10,440.5 million (80.9% of revenues) in 2025 from RMB10,789.0 million (86.9%) in 2024, while company-owned teahouses revenues surged to RMB1,490.3 million (11.5%). Working capital surplus improved to RMB6,000.5 million (US$858.1 million) as of December 31, 2025, from RMB3,141.7 million in 2024.

• ·Risk of PRC government restrictions on dividends from PRC subsidiaries to fund operations outside China.
• ·Franchise partners face financing risks, potential bankruptcy, and operational challenges impacting company revenues.
• ·Franchise partner actions could harm brand integrity and lead to negative publicity.
• ·GMV excludes unfulfilled, canceled or returned orders and third-party delivery shipping charges.

29-04-2026

Agios Pharmaceuticals reported Q1 2026 worldwide net product revenues of $20.7 million, more than doubling from $8.7 million in Q1 2025, driven by the strong U.S. launch of AQVESME in thalassemia with 242 prescriptions written as of March 31, 2026. However, net loss widened to $99.1 million from $89.3 million, reflecting higher R&D expenses of $81.1 million (up from $72.7 million) and SG&A expenses of $48.3 million (up from $41.5 million). Cash, cash equivalents, and marketable securities totaled $1.0 billion as of March 31, 2026, down from $1.2 billion at December 31, 2025.

• ·PYRUKYND approved for thalassemia adults in UAE (March 2026); now approved in U.S., Saudi Arabia, UAE.
• ·Mitapivat marketing application under review by European Commission for thalassemia.
• ·Cost of sales $1.3 million in Q1 2026 vs $1.1 million Q1 2025.

29-04-2026

Delek US Holdings reported a Q1 2026 net loss of $201.3 million or $(3.34) per share, wider than the prior year's $172.7 million loss, though adjusted net income was $4.7 million or $0.08 per share versus a $144.4 million loss last year; adjusted EBITDA reached $211.7 million, up significantly from $33.6 million YoY. Refining segment adjusted EBITDA surged to $155.3 million from $(27.0) million due to 63.8% higher crack spreads, while logistics adjusted EBITDA grew modestly to $132.4 million from $123.2 million. Excluding RVO impacts, adjusted EBITDA was $129.4 million and EPS $(0.98), reflecting mixed underlying performance amid successful Big Spring turnaround and EOP advancements boosting cash flow run-rate to ~$220 million annually.

• ·Delek US ex-Delek Logistics net debt position of $274.3 million as of March 31, 2026.
• ·Regular quarterly dividend of $0.255 per share approved, payable May 8, 2026 to shareholders of record May 1, 2026.
• ·Delek Logistics cash $9.9 million and long-term debt $2,294.6 million as of March 31, 2026.

29-04-2026

Phoenix New Media Limited reported consolidated third-party revenues of RMB 765,571 thousand for the year ended December 31, 2025, up 8.8% YoY from RMB 703,695 thousand, driven by growth in VIEs and subsidiaries, while gross profit surged 39.3% to RMB 374,149 thousand. However, total operating expenses increased 22.5% to RMB 408,526 thousand, leading to an operating loss of RMB 34,377 thousand (improved from RMB 64,721 thousand prior year), and total assets declined 3.6% to RMB 1,649,789 thousand with cash down 11.5% to RMB 537,549 thousand. Net income attributable to the company turned positive at RMB 336 thousand from a RMB 53,554 thousand loss in 2024.

• ·Workforce totals 611 employees across functions including 192 in content development and 178 in sales and marketing.
• ·Consolidated revenues for 2023 were RMB 692,020 thousand.
• ·Shareholders' equity attributable to Phoenix New Media Limited was RMB 1,171,143 thousand as of Dec 31, 2025.

29-04-2026

Blackstone Mortgage Trust reported a net loss of $6.3 million for the three months ended March 31, 2026, widening from $0.4 million YoY, driven by higher owned real estate expenses ($82.0 million, up 77% YoY) and CECL reserve increase, despite total net revenue rising 26% YoY to $159.4 million on doubled real estate revenue ($74.6 million). Balance sheet total assets declined 1.9% QoQ to $19.6 billion, with net loans receivable down 2.9% to $17.3 billion and stockholder equity down 2.5% to $3.4 billion. Loan portfolio showed 130 loans with principal balance of $17.6 billion, down 2.8% QoQ.

• ·Dividends declared $0.47 per share on common stock and deferred stock units.
• ·Weighted-average cash coupon on loans +3.23% as of March 31, 2026 (up from +3.19%).
• ·Net cash provided by operating activities $169.7 million in Q1 2026, up from $100.5 million YoY.
• ·Current expected credit loss reserve $291.6 million as of March 31, 2026 (up from $284.4 million QoQ).

29-04-2026

Prosperity Bancshares, Inc. filed a Form 8-K under Rule 425 on April 29, 2026, announcing its financial results for the first quarter ended March 31, 2026, via a press release furnished as Exhibit 99.1. The filing identifies Stellar Bancorp, Inc. as the subject company in the context of M&A communications. No specific financial metrics, improvements, declines, or comparisons are detailed in the filing itself.

• ·Q1 financial results period: ended March 31, 2026
• ·Registrant address: 4295 San Felipe, Houston, Texas 77027
• ·Common stock trading symbol: PB on New York Stock Exchange

29-04-2026

Regeneron reported first quarter 2026 total revenues of $3,605 million, up 19% YoY from $3,029 million, driven by 36% growth in Sanofi collaboration revenue to $1,605 million (including Dupixent global net sales up 33% to $4.9 billion) and EYLEA HD U.S. net sales up 52% to $468 million. However, total U.S. EYLEA HD and EYLEA net sales declined 10% YoY to $941 million due to a 36% drop in EYLEA U.S. sales to $473 million, GAAP net income fell 10% to $727 million, and GAAP EPS decreased 7% to $6.75. Non-GAAP EPS increased 15% to $9.47, supported by multiple new product approvals and a new $3.0 billion share repurchase authorization.

• ·EYLEA HD approved by FDA for dosing intervals up to 5 months in wAMD and DME.
• ·Dupixent approved by FDA and EC for CSU in children aged 2-11; FDA approval for AFRS.
• ·Otarmeni approved by FDA as first gene therapy for genetic hearing loss; provided free in U.S.
• ·GAAP gross margin on net product sales lowered to 77%-78% for FY2026 due to manufacturing interruption in Ireland.
• ·New $0.94 per share cash dividend declared, payable June 4, 2026.
• ·Samsung EYLEA biosimilar launch precluded until January 2027 per settlement.

29-04-2026

Tradeweb Markets Inc. reported Q1 2026 revenues of $617.8 million, up 21.2% YoY (17.5% constant currency), with Rates revenues surging 29.7% to $344.2 million and total ADV hitting a record $3.3 trillion, up 31.4% YoY, alongside international revenues of $274.1 million rising 29.4%. Net income grew 38.5% to $233.2 million, adjusted EBITDA reached $339.7 million with a 55.0% margin (up from 54.6%), and adjusted diluted EPS was $1.08. However, Market Data revenues fell 4.6% to $36.9 million due to changes in the LSEG agreement timing, cash credit average variable fees per million declined 14.7%, and certain U.S. credit TRACE market shares decreased (e.g., fully electronic high grade down 33 bps YoY).

• ·Credit derivatives ADV up 59.5% YoY; U.S. credit ADV up 14.0% YoY with records in fully electronic high grade and high yield; European credit ADV up 21.2% YoY.
• ·17.7% share of fully electronic U.S. high grade TRACE (down 33 bps YoY); 25.0% total share of U.S. high grade TRACE (down 92 bps YoY).
• ·Municipal bond ADV up 5.0% YoY, outperforming market (down 1%).
• ·Equities ADV up 22.6% YoY with records in U.S. and international ETFs.
• ·Money Markets ADV up 13.2% YoY with records in global repurchase agreements.
• ·Declared $0.14 per share quarterly cash dividend, up 16.7% YoY.
• ·Strategic partnership and minority investment in Kalshi; led $31M Series B in Crossover Markets for institutional spot crypto liquidity.

29-04-2026

IDEX Corporation reported Q1 2026 net sales of $887 million, up 9% reported and 5% organically, with record orders of $988 million up 13% reported and 10% organically; reported diluted EPS rose 28% to $1.61 and adjusted EPS increased 14% to $2.00. While Health & Science Technologies segment sales surged 17% reported (11% organic) driven by AI, semiconductor, space and defense demand, Fluid & Metering Technologies grew modestly 4% reported (2% organic) and Fire & Safety/Diversified Products edged up 2% reported but declined 1% organically; gross margin contracted 40 bps to 44.9% due to unfavorable mix and price/cost pressures. The company raised full-year 2026 organic sales guidance to 3-4% (from 1-2%) and adjusted EPS to $8.35-$8.55 (from $8.15-$8.35), and returned $76 million in share repurchases plus $53 million in dividends.

• ·Corporate costs included in consolidated Adjusted EBITDA were $30.1 million in Q1 2026, up from $28.9 million in Q1 2025.
• ·Q2 2026 guidance: organic sales +3% to 4%, adjusted diluted EPS $2.07 to $2.12.
• ·Cash and cash equivalents at March 31, 2026: $586.2 million.

29-04-2026

Ionis Pharmaceuticals reported Q1 2026 total revenue of $246 million, up 87% YoY from $132 million, driven by $43 million in net product sales from TRYNGOLZA ($27M, up from $6M) and DAWNZERA ($16M, new) plus $138 million in R&D revenue including $95M milestones; however, operating expenses rose to $364 million from $278 million due to commercialization investments, resulting in a $118 million GAAP operating loss (improved from $146M). The company raised 2026 full-year guidance to $875-900 million total revenue (from $800-825M) and narrowed non-GAAP operating loss to $425-475 million (from $500-550M), while cash stood at $1.9 billion after $633 million note maturity. SPINRAZA royalties dipped to $44 million from $48 million YoY.

• ·Olezarsen sNDA accepted by FDA for Priority Review; PDUFA target June 30, 2026.
• ·Zilganersen NDA accepted by FDA for Priority Review; PDUFA target September 22, 2026.
• ·Bepirovirsen NDA accepted by FDA for Priority Review; PDUFA October 26, 2026.
• ·2026 guidance: TRYNGOLZA net sales $100-110M; DAWNZERA net sales $110-120M.
• ·SPINRAZA global sales $374M Q1 2026; WAINUA global sales $51M Q1 2026.

29-04-2026

Teva reported Q1 2026 revenues of $3,982 million, up 2% YoY in USD but down 3% in LC (1% decline ex-Japan BV), driven by strong innovative portfolio growth including AUSTEDO ($578M, +41% LC YoY), AJOVY ($196M, +35% LC), and UZEDY ($63M, +62% LC) collectively up 41% LC, while generics revenues fell 16% YoY in LC due to lenalidomide competition and Japan divestment. Operating income rose to $652 million (16.4% margin vs 13.3%) and non-GAAP operating margin was 24.0% (down slightly from 24.3%), with GAAP diluted EPS $0.31 (up from $0.18) and non-GAAP $0.53 (up from $0.52). The company announced acquisition of Emalex Biosciences, advancing neuroscience pipeline, and maintained 2026 outlook amid Pivot to Growth execution.

• ·Cash flow used in operating activities: $40 million (improved from $105 million in Q1 2025)
• ·Free cash flow: $188 million in Q1 2026
• ·Biosimilar portfolio on track to deliver $800 million in revenues by 2027
• ·Expected ~$700 million net savings from Teva Transformation programs by 2027
• ·Board instructed management to plan for share repurchase program, subject to approvals
• ·2026 outlook: Non-GAAP operating income $3.80–$4.0 billion (stand-alone $4.55–$4.8B), Adjusted EBITDA $4.23–$4.53 billion (stand-alone $5.0–$5.3B), Non-GAAP diluted EPS $1.91–$2.11 (stand-alone $2.57–$2.77), Free cash flow $2.0–$2.4 billion
• ·Emalex acquisition anticipated to close by Q3 2026
• ·Olanzapine LAI NDA accepted by FDA in February 2026; launch prep for Q4 2026 subject to approval
• ·Non-GAAP tax rate for 2026 expected 20%-23% (16%-19% stand-alone)

29-04-2026

Village Farms International, Inc. filed an 8-K on April 29, 2026, under Items 7.01 and 9.01, announcing via press release (Exhibit 99.1) that it will release its first quarter 2026 financial results on May 11, 2026. This is a Regulation FD Disclosure and not considered 'filed' for liability purposes.

• ·Principal executive offices: 90 Colonial Parkway, Lake Mary, Florida 32746.
• ·Registrant’s telephone: (407) 936-1190.
• ·Securities: Common Shares, without par value (VFF) on Nasdaq Stock Market LLC.

29-04-2026

Generac reported first quarter 2026 net sales of $1.06 billion, up 12% YoY from $942 million, driven by strong 28% growth in C&I segment external net sales to $510 million, while Residential segment external net sales grew only 1% to $549 million and gross profit margin declined to 38.7% from 39.5%. Adjusted EBITDA expanded robustly to $193 million (18.3% of sales) from $150 million (15.9%), with operating cash flow surging to $119 million from $58 million; the company raised full-year 2026 guidance to mid-to-high teens net sales growth and 18.5-19.5% adjusted EBITDA margin following acquisitions of Allmand and Enercon.

• ·Acquired Allmand on January 5, 2026, a manufacturer of mobile power equipment headquartered in Holdrege, Nebraska.
• ·Acquired Enercon on April 1, 2026, a designer and manufacturer of generator enclosures and switchgear headquartered in East Peoria, Illinois.
• ·Operating expenses increased $4.6 million or 2% YoY primarily due to higher intangible amortization.
• ·Provision for income taxes $23.6 million at 24.4% effective rate vs $14.2 million at 24.3% prior year.
• ·C&I core sales growth excluding 10% net favorable acquisitions/FX/divestitures impact.
• ·Residential Adjusted EBITDA $138.6 million (25.1% margin) vs $111.6 million (20.3%).
• ·C&I Adjusted EBITDA $66.5 million (13.0% margin) vs $45.3 million (11.4%).
• ·FY2026 net income margin guidance 8.0-9.0% before noncontrolling interests.

29-04-2026

Urban Edge Properties reported Q1 2026 net income attributable to common shareholders of $22,645 thousand (up from $8,198 thousand in Q1 2025), FFO of $55,657 thousand (up from $45,458 thousand), and FFO as Adjusted of $47,569 thousand (up from $45,921 thousand), driven by rent commencements and a one-time $8.4 million reimbursement. Same-property NOI grew 2.4% YoY (2.8% including redevelopment properties), with 419,000 sf of leasing at a blended cash spread of 15%, but same-property leased occupancy declined 30 basis points to 96.4% and retail shop occupancy was flat YoY. The company acquired The Village at Bridgewater Commons for $54.3 million and raised the low end of full-year 2026 FFO as Adjusted guidance to $1.48-$1.52 per diluted share.

• ·Entered into $950 million unsecured credit facilities on January 22, 2026, expanding capacity by $150 million.
• ·Obtained $62.5 million non-recourse mortgage on March 18, 2026 at fixed 5.0% rate.
• ·$30 million outstanding under $700 million unsecured line of credit as of March 31, 2026.
• ·Active development/redevelopment: $157.3 million invested, $66.8 million remaining costs to complete, expected 13% yield.
• ·Signed but not commenced leases to generate $21.7 million future annual gross rent (7% of current annualized NOI), with $3.3 million in remainder of 2026.
• ·2026 guidance: Same-property NOI growth 3.00%-3.75%; Acquisitions $54 million; Dispositions $60-$65 million.
• ·Net debt to total market cap 37% as of March 31, 2026.

29-04-2026

Fannie Mae earned $3.7 billion in net income for Q1 2026, up 5% QoQ from $3.5 billion in Q4 2025, driven by steady $7.3 billion net revenues from a stable $4.1 trillion guaranty book and a 19% reduction in administrative expenses; net worth rose 3% to $112.7 billion. Single-family net income grew 19% to $3.2 billion with acquisition volume up slightly to $98.7 billion, while illustrative return on average required CET1 capital improved to 10.4% from 10.2%. However, multifamily net income fell 36% to $546 million due to higher credit loss provisions of $174 million (vs $5 million QoQ) and acquisition volume down to $17.1 billion from $25.8 billion, with delinquency rate rising to 0.78%.

• ·Single-family serious delinquency rate unchanged at 0.58% as of Mar. 31, 2026.
• ·Multifamily serious delinquency rate increased to 0.78% as of Mar. 31, 2026 from 0.74%.
• ·More than 80% of multifamily units financed were affordable to renters earning less than 100% of area median income.
• ·First-time homebuyers accounted for more than half of single-family purchase mortgages.
• ·Single-family weighted-average FICO at origination: 753; mark-to-market LTV: 51%.
• ·Multifamily weighted-average original LTV: 63%; debt service coverage ratio: 1.9x.

29-04-2026

ADP reported Q3 FY26 revenues of $5.9 billion, up 7% YoY (6% organic constant currency), with net earnings up 9% to $1.4 billion, adjusted EBIT up 10% to $1.8 billion (margin +80 bps to 30.2%), and adjusted diluted EPS up 10% to $3.37. Employer Services revenues grew 7% (5% organic), but U.S. pays per control increased only 1%; PEO Services revenues rose 7% (5% ex pass-throughs) though segment margin fell 120 bps. The company raised FY26 guidance for revenue growth to 6-7%, adjusted EBIT margin expansion to 70-80 bps, and adjusted diluted EPS growth to 10-11%.

• ·Effective tax rate 23.7% (reported and adjusted).
• ·FY26 Employer Services client revenue retention outlook: decrease of 20 basis points to flat.
• ·FY26 U.S. pays per control increase of about 1%.
• ·Nine months FY26 revenues $16,473.6M (+7% YoY).

29-04-2026

Blackbaud Inc filed a Form 8-K on April 29, 2026, reporting under Item 2.02 (Results of Operations and Financial Condition) and Item 9.01 (Financial Statements and Exhibits), announcing financial results. No specific revenue, earnings, margins, guidance, or other quantitative metrics were disclosed in the provided filing details. This is a standard voluntary disclosure for earnings-related information.

29-04-2026

908 Devices Inc. issued definitive additional proxy materials for its 2026 Annual Meeting of Stockholders, to be held virtually on June 11, 2026, at 10:00 a.m. ET. Key proposals include electing three Class III directors (Keith L. Crandell, Christopher Brown, Ph.D., E. Kevin Hrusovsky), ratifying PricewaterhouseCoopers LLP as independent auditors for the fiscal year ending December 31, 2026, approving named executive officer compensation on an advisory basis, and voting on the frequency of future say-on-pay votes (Board recommends 1 year). Proxy materials and the 2025 Form 10-K are available online at www.envisionreports.com/MASS, with paper copy requests due by May 27, 2026.

• ·Virtual meeting access at meetnow.global/MC2YHGH using control number from notice.
• ·Board recommends FOR all director nominees, FOR Proposals 2 and 3, and 1 YEAR for Proposal 4.

29-04-2026

Tonix Pharmaceuticals Holding Corp. (TNXP) announced program updates for its TNX-4800 monoclonal antibody candidate for Lyme disease prevention and presented Phase 1 data at the 4th Annual Ticks and Tickborne Diseases Symposium. The Phase 1 study demonstrated TNX-4800 was generally safe and well-tolerated, with pharmacokinetic data supporting a planned two-dose adaptive Phase 2 field study in the first half of 2027, pending FDA agreement following a Type C meeting in early Q3 2026. No significant safety issues were reported, and the company highlighted TNX-4800's potential advantages over vaccines.

• ·TNX-4800 licensed from UMass Chan Medical School in 2025.
• ·Type C meeting with FDA scheduled early in Q3 2026 to discuss Phase 2 design.
• ·Phase 1 doses tested: single SC doses of 0.5, 1.5, 5, or 10 mg/kg.
• ·Drug exposure increased approximately 25 times for a 20-times dose increase in Phase 1.
• ·Protected by US Patent 10,457,721 expiring January 2036 (excluding potential extensions).

29-04-2026

Bausch + Lomb reported Q1 2026 revenue of $1.244 billion, up 9% reported and 6% constant currency YoY from $1.137 billion, driven by 14% reported (12% CC) growth in Pharmaceuticals including MIEBO (+33%) and XIIDRA (+30%), 8% (5% CC) in Vision Care, but only 7% (1% CC) in Surgical. Despite raising FY2026 revenue guidance to $5.420B-$5.520B (5.3-7.2% CC growth) and Adjusted EBITDA ex IPR&D to $1.010B-$1.060B, the company posted a GAAP net loss of $71 million (improved from $212 million YoY) with Adjusted EBITDA of $189 million.

• ·Cash flow from operations improved to $32 million in Q1 2026 from -$25 million in Q1 2025.
• ·GAAP diluted EPS ($0.20) improved from ($0.60) YoY; Adjusted EPS $0.05 vs ($0.15).
• ·Operating income $33 million vs operating loss of $83 million YoY.
• ·Diluted weighted average shares include ~5.1 million dilutive shares excluded from GAAP EPS due to anti-dilutive effect.

29-04-2026

Avis Budget Group reported first quarter 2026 revenues of $2,530 million, up 4% YoY from $2,430 million, driven by 3% growth in Americas and 9% in International, alongside record vehicle utilization of 70% and flat per-unit fleet costs of $351. However, the company recorded a net loss attributable to Avis Budget Group of $283 million (improved 44% YoY from $505 million) and an Adjusted EBITDA loss of $113 million, worsening 22% from $93 million prior year, with both Americas and International segments showing larger EBITDA losses. Adjusted free cash flow improved sharply to $80 million from a prior year loss exceeding $490 million.

• ·Cash and cash equivalents: $528 million as of March 31, 2026.
• ·Corporate debt: $6,044 million as of March 31, 2026.
• ·Stockholders' equity attributable to Avis Budget Group, Inc.: ($3,415) million as of March 31, 2026.
• ·Investor conference call scheduled for April 29, 2026, at 8:30 a.m. (ET).

29-04-2026

Legence Corp. filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting on June 11, 2026, at 9:00 am PT at the San Jose Marriott. Key proposals include the election of directors David Coghlan and Bilal Khan, non-binding advisory votes on named executive officer compensation and vote frequency (board recommends 1 Year), approval of the 2026 Employee Stock Purchase Plan, and ratification of Deloitte & Touche LLP as independent auditors for fiscal year 2026.

• ·Vote deadline: June 10, 2026, 11:59 PM ET
• ·Material request deadline: May 28, 2026
• ·Meeting location: San Jose Marriott, 301 S. Market Street, San Jose, CA 95113
• ·Company address: 1601 Las Plumas Avenue, San Jose, CA 95133
• ·Proxy voting website: www.ProxyVote.com; phone: 1-800-579-1639

29-04-2026

Chiesi Group has entered a definitive agreement to acquire KalVista Pharmaceuticals, Inc. (Nasdaq: KALV) for $27.00 per share in cash, implying a total equity value of approximately $1.9bn, representing a 36% premium to KalVista's 30-day volume-weighted average share price as of April 28, 2026. The acquisition adds EKTERLY® (sebetralstat), the first oral on-demand therapy for hereditary angioedema (HAE), which generated $49M in US sales in 2025 following its July 2025 launch, to Chiesi's rare disease portfolio. The transaction, unanimously approved by both boards, is expected to close in Q3 2026 subject to customary conditions including regulatory approvals and tender of a majority of shares.

• ·EKTERLY® (sebetralstat) approved in US, UK, EU, Japan, Switzerland, Australia, Singapore for HAE attacks in patients 12+ years old
• ·US regulatory filing planned for 2026 to expand sebetralstat to children aged 2-11
• ·Transaction not subject to financing condition; involves tender offer followed by second-step merger
• ·Chiesi 2030 strategic revenue target of €6bn

29-04-2026

John Marshall Bancorp reported net income of $6.1 million for Q1 2026, up 26.8% YoY from $4.8 million and 3.1% QoQ from $5.9 million, with diluted EPS at $0.43, up 26.5% YoY. Net interest income rose 17.1% YoY to $16.5 million, NIM expanded 29 bps YoY to 2.87% and 14 bps QoQ, while core deposits and loans grew 3.4% and 5.5% YoY respectively; however, total loans declined 0.3% annualized QoQ to $1.97 billion, interest-bearing deposits fell 2.6% annualized QoQ, and one SBA loan of $984 thousand was placed on non-accrual. Total assets reached $2.35 billion, asset quality remained strong with no charge-offs, and the Bank maintained a 16.5% total risk-based capital ratio.

• ·Quarterly cash dividend declared at $0.09 per share, payable June 3, 2026, representing 20% increase over 2025 annual dividend.
• ·Share repurchases: 103,507 shares at weighted average price of $19.69 during Q1 2026.
• ·Liquidity position: $881.0 million (37.5% of total assets) as of March 31, 2026.
• ·Uninsured/uncollateralized deposits: $724.6 million as of March 31, 2026.
• ·Fixed income securities portfolio: $213.8 million as of March 31, 2026, with 95.3% U.S. government guaranteed.
• ·No allowance for credit losses on held-to-maturity securities.
• ·Commercial real estate portfolios show weighted average LTV 41.7%-70.8% and DSCR 1.5x-3.7x across sub-classes.

29-04-2026

Shoulder Innovations, Inc. filed a DEFA14A (Definitive Additional Proxy Materials) on April 29, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing indicates no fee was required and is marked as Definitive Additional Materials by the Registrant.

29-04-2026

SAGTEC GLOBAL Ltd reported total revenue of RM77,510,474 ($19,098,306 USD) for the year ended December 31, 2025, up 49.1% YoY from RM51,999,379 in 2024, driven by strong growth in subscription services (+94.5% to RM23,393,531 or $5,764,082 USD), services overall (+61.7%), and food ordering kiosks (+64.9% to RM16,483,810 or $4,061,553 USD). However, power bank charging stations declined 8.0% YoY to RM10,431,965 ($2,570,399 USD), reducing the products segment share from 41.05% to 34.73% despite 26.1% overall growth, while rental revenue started from zero at RM1,026,000 ($252,803 USD). Agreements with ShenZhen Yibaite Software Co. Ltd and CL Technologies include strict termination clauses for misuse and limit liability to direct costs only.

• ·Product Sales Agreements with ShenZhen Yibaite Software Co. Ltd become null and void if misused, ceasing usage rights immediately.
• ·Termination and Dispute Resolution clauses allow either party to terminate with written notice; liability limited to purchase price plus shipping for defective goods, no indirect damages unless negligence.
• ·CPA (Consumer Protection Act) Section 32 requires products to be of acceptable quality, fit for purpose, free from defects, safe, durable, with fair contracts and risk warnings.