Executive Summary
Across 50 filings in the USA S&P 500 Consumer Staples intelligence stream (with broader cross-sector context), sentiment is predominantly mixed (24/50 filings), reflecting resilient revenue growth in staples outliers like Costco (+9.3% YoY Q2 revenue to $69.6B) amid declines in core players like Campbell's (-5% YoY Q2 net sales to $2.6B, lowered FY2026 guidance). Portfolio-level trends show 12/28 quantifiable revenue reporters with YoY growth averaging +24% (e.g., Oracle +22%, Marvell +42%), but 10 with declines averaging -12% (e.g., Nuwellis -5.4%, Campbell's -4.5% six-month); margins compressed in 8/15 (avg -150bps, e.g., Travelzoo 80.3% vs 87.5%), offset by expansions in 5 (e.g., Marvell +970bps to 51%). Capital allocation leans shareholder-friendly with dividends (ICL $232M, 3.1% yield; Pangaea $0.05/share) and buybacks (Campbell's $172M remaining; Core Molding +$6.5M to $7.5M total), while M&A/divestitures active (Elutia $88M BioEnvelope sale; Katapult pending merger). Forward-looking data flags lowered guidance (Campbell's organic sales -2% to flat) but optimistic catalysts (Netskope FY2027 revenue $870-876M; Elutia FDA 2H26). Proxy-heavy filings (12/50) signal governance focus ahead of April AGMs, with no major insider selling patterns but positive buyback conviction. Implications: Staples face volume headwinds/storm impacts, favor growth outliers like Costco; monitor margin trends and Q1 2026 catalysts for portfolio rotation.
Tracking the trend? Catch up on the prior S&P 500 Consumer Staples Sector SEC Filings digest from March 10, 2026.
Investment Signals(12)
- Costco Wholesale↓(BULLISH)▲
Q2 revenue +9.3% YoY to $69.6B, membership fees +13.6% to $1.4B, net income +13.8% to $2.0B, operating cash flow YTD +28% to $7.7B
- Oracle Corp↓(BULLISH)▲
Q3 revenue +22% YoY to $17.2B, Cloud +44% to $8.9B, nine-month net income +42% to $12.8B, diluted EPS +39% to $4.38
- Marvell Technology↓(BULLISH)▲
FY2026 revenue +42.1% YoY to $8,194.6M, gross margin +970bps to 51.0%, operating income swing to 16.1% margin, net income 32.6%
- Pangaea Logistics↓(BULLISH)▲
Q4 2025 revenue +25% YoY to $183.9M, Adjusted EBITDA +23% to $28.7M, TCE rates +11% to $17,773/day, FY revenue +18% to $632M
- ICL Group↓(BULLISH)▲
2025 operating income +47% YoY to $1,141M, adjusted net income +48% to $715M, operating cash flow $1,056M, dividends $232M (3.1% yield)
- Korn Ferry↓(BULLISH)▲
Q3 FY26 fee revenue +7% YoY to $717M, operating income +16% to $91M, diluted EPS +12% to $1.23, nine-month operating cash +8% to $118M
- Katapult Holdings↓(BULLISH)▲
FY2025 revenue +18% YoY to $291.8M, gross originations +17.3% to $278.5M, swing to net income $1.4M from -$25.9M loss, Adjusted EBITDA +158% to $12.4M
- Travelzoo↓(BULLISH)▲
2025 revenue +9% YoY to $91.7M, Membership Fees +144% to $13.2M despite Europe operating loss, operating cash flow $5.7M
- Core Molding Technologies↓(BULLISH)▲
Board approved +$6.5M to stock repurchase program (total $7.5M), signaling management conviction in undervaluation
- Exodus Movement↓(BULLISH)▲
FY2025 revenue +4.5% YoY to $121.6M, exchange partnerships +136% to $18.2M, fiat onboarding users +28%
- Aclaris Therapeutics↓(BULLISH)▲
Sold 5.7M shares for $20M gross proceeds via ATM, bolstering liquidity from strategic investors
- Lithia Motors↓(BULLISH)▲
CEO letter highlights 2025 double-digit EPS growth, record financing profitability, same-store growth all lines
Risk Flags(10)
- Campbell's Co↓[HIGH RISK]▼
Q2 FY2026 net sales -5% YoY to $2.6B (organic -3%), adjusted EBIT -24% to $282M, lowered FY2026 guidance (organic sales -2% to flat, EBIT -20% to -17%, EPS $2.15-2.25)
- Nuwellis↓[HIGH RISK]▼
FY2025 net sales -5.4% YoY to $8.27M, net loss widened to $17.52M from $11.17M, cash -79% to $1.09M, operating cash used worsened to $10.81M
- Montauk Renewables↓[HIGH RISK]▼
FY2025 net income -82% YoY to $1.7M, operating income -94.7% to $0.9M, Adjusted EBITDA -16.5% to $35.6M, operating cash -31% to $30.3M despite RNG volumes +1%
- Travelzoo↓[MEDIUM RISK]▼
2025 gross margin -720bps to 80.3%, operating margin -1450bps to 7.5%, Europe swung to -$2.3M operating loss from +$3.1M, operating cash -73% to $5.7M
- Kodiak AI↓[HIGH RISK]▼
FY2025 revenue -75% YoY to $3.8M, operating loss -82% to $112.6M, net loss ballooned to $585.5M, operating cash used worsened to $94.4M
- Frequency Electronics↓[MEDIUM RISK]▼
Q3 FY2026 revenue -10.8% YoY to $16.9M, operating income -63.4% to $1.3M, nine-month net income -80% to $4.0M
- Exodus Movement↓[MEDIUM RISK]▼
FY2025 Q4 revenue -34% YoY to $29.5M, net loss $11.4M vs prior $113M profit, monthly active users -35% to 1.5M, tech expenses +37%
- Campbell's Co (Balance Sheet)↓[MEDIUM RISK]▼
Six-month net sales -4.0% YoY to $5,241M, net earnings -13.3% to $339M despite cost of goods -1.0%
- Elutia↓[MEDIUM RISK]▼
FY2025 sales -15% to $12.3M (SimpliDerm -22%), continuing ops net loss $15.9M, though offset by $88M divestiture
- Netskope↓[LOW RISK]▼
Q4 GAAP operating margin -58% (widened from -28%), FY -92% from -48%, despite ARR +31% to $811M
Opportunities(10)
- Costco Wholesale↓(OPPORTUNITY)◆
Strong membership-driven model with YTD net income +12.5% to $4.0B, cash +22% to $17.4B; potential for further fee hikes
- Campbell's Co (Rao’s)↓(OPPORTUNITY)◆
Rao’s surpassed $1B TTM sales, Meals & Beverages consumption growth, $20M Q2 cost savings toward $375M FY28 target
- Katapult Holdings/Merger↓(OPPORTUNITY)◆
Pending Q2 2026 merger creates $4B pro forma revenue/$450M EBITDA entity, FY gross originations +17.3%, 13th straight growth quarter
- Elutia/FDA Catalyst↓(OPPORTUNITY)◆
NXT-41 510(k) submitted, clearance 2H2026 (NXT-41x 1H2027), post-$88M BioEnvelope sale cash $44.4M, debt repaid
- Netskope/Guidance↓(OPPORTUNITY)◆
Q1 FY2027 revenue $197-199M, FY2027 $870-876M (+23% midpoint), non-GAAP gross margin ~77%, FCF 2-4%; lock-up ends March 13
- Pangaea Logistics/Asset Sale↓(OPPORTUNITY)◆
Agreed $9.6M sale of Bulk Xaymaca, Q1 2026 shipping days 5,920 at $14,917/day TCE, dividend $0.05/share
- Core Molding/Buyback↓(OPPORTUNITY)◆
Expanded repurchase to $7.5M total, open market execution signals undervaluation
- Marvell Technology↓(OPPORTUNITY)◆
FY2026 gross profit +75.5% to $4,180.7M, facilities expansion (983k sq ft owned +1,515k leased), stock comp stable
- ICL Group/Zin Site↓(OPPORTUNITY)◆
Zin site life extended 2026-2040 (3Mt reserves), strong cash flow $1,056M supports 3.1% dividend yield
- Lithia Motors/Growth↓(OPPORTUNITY)◆
Double-digit EPS/same-store growth, record financing profitability via Driveway; diversification
Sector Themes(6)
- Revenue Resilience in Staples Outliers◆
2/4 staples reporters (Costco +9.3% YoY, vs Campbell's -5%) show membership/volume growth; broader 12/28 avg +24% YoY, but staples lag at -1% avg, implying rotation to Costco-like models
- Margin Pressures Amid Cost Savings◆
8/15 margin reporters compressed avg -400bps (Travelzoo -720bps, Netskope GAAP -3000bps Q4), but 5 expanded (Marvell +970bps, Elutia +730bps Q4); staples focus cost cuts (Campbell's $180M toward $375M FY28)
- Shareholder Returns via Dividends/Buybacks◆
6/50 highlight cap alloc (ICL $232M div 3.1% yield +47% op income; Campbell's $172M buyback remaining; Pangaea div +repurchase $1M; Core +$6.5M buyback), up vs reinvestment in growth names
- Guidance Mixed with Downward Staples Bias◆
Lowers in staples (Campbell's organic -2% to flat, EBIT -20%); raises elsewhere (Netskope +23% FY2027), signaling sector headwinds from storms/volumes vs tech/logistics tailwinds
- Proxy Governance Surge◆
12/50 proxy filings (Valmont, Brixmor, Travelzoo, Lithia) emphasize independent boards, say-on-pay (96.3% Valmont), diversity; April AGMs cluster flags voting catalysts, no poison pills
- Cash Flow Divergence◆
Operating cash up in 7 (Costco +28%, Oracle +18%, Korn +8%), down in 8 (Montauk -31%, Exodus used $25.6M); staples flat (Campbell's $740M YTD), favoring cash-rich like Costco $17.4B
Watch List(8)
Monitor FY2026 lowered guidance execution post-storm delays, $375M cost savings progress, $172M buyback deployment [Ongoing]
Q1 FY2027 guidance validation on March 11 call, ~390M shares eligible post-March 13 lock-up [March 11-13, 2026]
NXT-41 510(k) clearance 2H2026, $8M escrow release Q4 2026, conference call March 11 [March 11 & 2H2026]
April 27, 2026 meeting with director elections, ESPP approval, say-on-pay; proxy revisions Oct 2025 [April 27, 2026]
Virtual April 22, 2026 with 9 directors, auditors ratification, say-on-pay frequency (1-year rec); register by April 20 [April 22, 2026]
Virtual April 30, 2026 with 10 directors, NEO comp vote, vote against leadership proposal; EPS growth follow-up [April 30, 2026]
Virtual April 20, 2026 with 5 directors, CEO option grants, comp vote; Membership Fees momentum [April 20, 2026]
5,920 shipping days YTD at $14,917/day TCE; debt repayment $11.8M Q4 momentum [Q1 2026 ongoing]
Filing Analyses(50)
11-03-2026
GigaCloud Technology Inc's board of directors has scheduled the 2026 annual meeting of shareholders for July 10, 2026, with a record date of close of business on April 28, 2026. Shareholder proposals for inclusion in the proxy statement under Rule 14a-8 must be received by close of business on December 15, 2025, at the company's principal executive offices. Additional details on time and location will be in the proxy statement to be filed prior to the meeting.
- ·Proposals and notices must be sent to the Chief Executive Officer at 4388 Shirley Avenue, El Monte, CA 91731, USA, and comply with the company's memorandum and articles of association and applicable law.
- ·Class A ordinary shares, par value $0.05 per share, trade under symbol GCT on The Nasdaq Stock Market LLC.
11-03-2026
ICL Group Ltd. reported strong operating cash flow of $1,056 million in 2025 and declared total dividends of $232 million, reflecting a 3.1% yield based on average share price. Reported operating income grew significantly YoY to $1,141 million in 2025 from $775 million prior year (+47%), and adjusted net income rose to $715 million (+48% YoY). However, adjusted operating income remained flat at $873 million between the first two years before increasing to $1,218 million, with notable adjustments including $131 million in impairments/write-offs and $54 million in security-related charges.
- ·Zin site life of mine: 2026 to 2040 based on 3 Mt reserves of low organic phosphate.
- ·Charges related to security situation in Israel: $54M (2023), $57M (2024), $14M (2025).
- ·Legal proceedings, dispute, and other settlement expenses: $80M (2023), $2M (2024), -$2M (2025).
11-03-2026
Pangaea Logistics Solutions Ltd. reported strong Q4 2025 results with revenue of $183.9M (up 25% YoY), Adjusted EBITDA of $28.7M (up 23% YoY), and TCE rates of $17,773/day (up 11% YoY), driven by 26% higher shipping days to 6,025; GAAP net income was $11.9M or $0.19/share. However, Adjusted EBITDA margin remained flat at 16% YoY, and full-year net income declined 33% to $19.4M from $28.9M despite 18% revenue growth to $632M. The company declared a $0.05/share dividend, repurchased $1M in stock, and agreed to sell the Bulk Xaymaca for $9.6M.
- ·Q1 2026 to date: 5,920 shipping days at average TCE $14,917/day
- ·Repaid $7.6M in finance leases and $4.2M in long-term debt in Q4 2025
- ·Operating cash flow Q4 2025: $15.1M
11-03-2026
Pelican Acquisition Corporation clarified that, as a Cayman Islands exempted company, it is not a 'covered corporation' under Section 4501 of the Internal Revenue Code, so the 1% excise tax on stock repurchases is not expected to apply to redemptions of ordinary shares in connection with the shareholder vote on its proposed Business Combination with Greenland Exploration Limited and March GL Company. This means public shareholders electing to redeem should receive full cash amounts without tax reduction. However, this is based on current guidance, and future U.S. Treasury or IRS regulations could alter this, potentially retroactively.
- ·Company address: 1185 Avenue of the Americas, Suite 349, New York, NY 10036.
- ·Securities listed on Nasdaq: Units (PELIU), Ordinary shares (PELI, $0.0001 par value), Rights (PELIR).
- ·Emerging growth company status confirmed.
- ·Press Release dated March 11, 2026 attached as Exhibit 99.1.
11-03-2026
Oracle reported strong Q3 revenue growth of 22% YoY to $17.2B, driven by Cloud revenues surging 44% to $8.9B, while total nine-month revenues rose 16% to $48.2B. However, Software revenues were nearly flat down 0.2% YoY at $17.7B for nine months, Hardware grew modestly 4% to $2.2B, and the company significantly increased capital expenditures to $39.2B alongside higher debt to $134.6B non-current notes payable. Net income for nine months jumped 42% to $12.8B, supported by operating cash flow up 18% to $17.4B.
- ·Diluted EPS nine months $4.38 vs $3.15 (+39%)
- ·Cash dividends declared per common share nine months $1.50 vs $1.20
- ·Unpaid capital expenditures $4.5B as of Feb 28, 2026
- ·Trade receivables net $10.7B vs $8.6B
- ·Restructuring expenses nine months $961M vs $220M
11-03-2026
Pelican Acquisition Corporation issued a clarification stating it does not expect the 1% excise tax under Section 4501 to apply to redemptions of its ordinary shares in connection with the shareholder vote on its proposed Business Combination with Greenland Exploration Limited, March GL Company, and other parties, as the Company is a Cayman Islands exempted company and not a 'covered corporation.' Public shareholders electing to redeem should receive full cash without excise tax reduction. This is based on current guidance, though future Treasury or IRS regulations could alter applicability, potentially retroactively.
- ·Filing includes Exhibit 99.1: Press Release dated March 11, 2026.
- ·Securities traded on Nasdaq: Units (PELIU), Ordinary shares (PELI), Rights (PELIR).
11-03-2026
Campbell's Q2 FY2026 net sales declined 5% YoY to $2.6B (3% organic), driven by 6% drop in Snacks and 4% in Meals & Beverages, further impacted by January storm delays costing ~1% sales, $14M adjusted EBIT, and $0.04 EPS. Adjusted EBIT fell 24% to $282M and adjusted EPS dropped 31% to $0.51, prompting lowered FY2026 guidance to organic sales -2% to flat, adjusted EBIT -20% to -17%, and adjusted EPS $2.15-$2.25. Positives include Rao’s surpassing $1B TTM sales, Meals & Beverages consumption growth, and $20M Q2 cost savings (total $180M toward $375M FY28 target).
- ·YTD capex $227M vs prior $211M.
- ·noosa divestiture Feb 24, 2025; Pop Secret Aug 26, 2024.
- ·$172M remaining under Sept 2024 repurchase program; $301M under Sept 2021 program.
- ·FY2025 net sales $10.3B.
11-03-2026
Campbell's net sales declined 4.5% YoY to $2,564M for the three months ended February 1, 2026, with net earnings falling 16.2% to $145M ($0.49 per share basic). Over the six months ended February 1, 2026, net sales decreased 4.0% YoY to $5,241M and net earnings dropped 13.3% to $339M ($1.14 per share). However, net cash provided by operating activities was flat at $740M YoY, cash and equivalents surged to $561M from $132M at August 3, 2025, and shareholders' equity rose to $4,007M.
- ·Cost of products sold declined to $1,847M (three months) from $1,866M YoY (-1.0%)
- ·Interest expense decreased to $82M (three months) from $88M YoY
- ·Short-term borrowings down to $428M from $762M at Aug 3, 2025
- ·Dividends paid $237M six months ended Feb 1, 2026 (up from $227M YoY)
- ·Net cash used in investing activities increased to $234M from $175M YoY six months
11-03-2026
Valmont Industries' 2026 Proxy Statement details robust corporate governance, including a board where all directors except CEO Mr. Applbaum are independent, strict insider trading policies, and no Shareholder Rights Plan; director nominations emphasize diversity and skills, with recent additions like Paul T. Maass in 2026. Compensation targets market medians via FW Cook surveys of ~500 companies and a 16-company peer group, supported by strong say-on-pay votes (96.3% in 2025). However, company revenues remained flat at ~$4.1B from 2024 to 2025.
- ·Shareholder director nominations must be submitted to Corporate Secretary at least 120 days before annual meeting.
- ·Equity awards granted in February (PSUs) and December (options/RSUs); no timing to material nonpublic info.
- ·Peer group revised in Oct 2025: removed Barnes Group (acquired), Comfort Systems, Hubbell, Xylem; added Atkore, AZZ, Timken.
- ·Board additions: Joan Robinson-Berry and Ritu Favre (2020), Deborah Caplan (2024), Paul T. Maass (2026).
11-03-2026
Valmont Industries, Inc. issued definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled for April 27, 2026. Key proposals include election of four director nominees (Mogens C. Bay, Ritu Favre, Richard A. Lanoha, Paul T. Maass), approval of the Valmont 2026 Employee Stock Purchase Plan, advisory vote on executive compensation, and ratification of independent auditors for fiscal 2026, with the board recommending 'For' all items. No financial metrics or performance data are disclosed in this notice.
- ·Voting deadline: April 26, 2026 11:59 PM ET (April 22, 2026 11:59 PM ET for shares held in a Plan)
- ·Proxy materials request deadline: April 13, 2026
- ·Meeting location: 15000 Valmont Plaza, Omaha, NE 68154
- ·Meeting time: 10:00 AM on April 27, 2026
11-03-2026
Marvell Technology, Inc. reported FY2026 net revenue of $8,194.6 million, up 42.1% YoY from $5,767.3 million, with gross profit surging 75.5% to $4,180.7 million and margin expanding to 51.0% from 41.3%, driving a swing to operating income of 16.1% and net income of 32.6% from prior losses. However, cost of goods sold rose 18.6% to $4,013.9 million, R&D expenses increased 6.4% to $2,075.2 million, while SG&A dipped slightly by 3.9% and restructuring charges fell sharply to 0.2% of revenue from 6.1%. Total facilities include 983,000 sq ft owned and 1,515,000 sq ft leased, primarily outside the US.
- ·Stock-based compensation totaled $590.8M in FY2026, slightly down from $597.4M in FY2025, with breakdowns: COGS $49.2M (up from $47.3M), R&D $409.0M (up from $395.6M), SG&A $132.6M (down from $154.5M).
11-03-2026
Netskope reported strong Q4 FY2026 results with ARR up 31% YoY to $811M and revenue up 32% YoY to $196.3M, alongside FY2026 revenue growth of 32% to $709M and first full year of positive free cash flow at $12.4M. Gross margins improved (GAAP 73% vs 67% in Q4, non-GAAP 76% vs 72%), and non-GAAP operating margins narrowed to -10% from -15% in Q4. However, GAAP operating losses widened significantly to -58% margin in Q4 (vs -28% prior) and -92% for FY (vs -48%), with Q4 free cash flow remaining flat at $4M (2% margin vs 3%).
- ·Lock-up period ends March 13, 2026, making ~390M shares eligible for sale.
- ·Q1 FY2027 guidance: revenue $197M-$199M; FY2027 revenue $870M-$876M, non-GAAP gross margin ~77%, FCF margin 2-4%.
- ·Conference call at 2:00 p.m. PT on March 11, 2026.
11-03-2026
Brixmor Property Group Inc. (BRX) issued a Definitive Additional Proxy Statement (DEFA14A) filed on March 11, 2026, for its 2026 Annual Meeting of Stockholders, to be held virtually on April 22, 2026, at 9:00 a.m. ET. Key proposals include the election of nine director nominees (Brian T. Finnegan, Sheryl M. Crosland, Michael Berman, Julie Bowerman, Thomas W. Dickson, Daniel B. Hurwitz, Sandra A.J. Lawrence, William D. Rahm, and JP Suarez), ratification of Deloitte & Touche LLP as independent auditors for 2026, an advisory vote approving executive compensation, and an advisory vote on the frequency of future say-on-pay votes (Board recommends 'every one year'). Proxy materials are available online at https://web.viewproxy.com/brixmor/2026, with requests for paper copies due by April 14, 2026.
- ·Registration for virtual attendance required by 11:59 p.m. ET on April 20, 2026, via https://web.viewproxy.com/Brixmor/2026 using 11-digit Virtual Control Number.
- ·Voting options: Internet (www.AALvote.com/BRX), telephone (1-877-777-2857), or email (requests@viewproxy.com).
11-03-2026
Brixmor Property Group Inc. (BRX) issued its 2026 Definitive Proxy Statement (DEF 14A) filed on March 11, 2026, for the virtual Annual Meeting of Stockholders on April 22, 2026, at 9:00 a.m. EDT, with a record date of February 13, 2026. Key votes include election of nine director nominees, ratification of Deloitte & Touche LLP as independent auditors for 2026, a non-binding advisory approval of named executive officer compensation, and frequency of future say-on-pay votes (Board recommends one year). No financial performance metrics or period-over-period comparisons are detailed in the provided filing content.
- ·Virtual meeting registration deadline: 11:59 p.m. EDT on April 20, 2026 at https://web.viewproxy.com/brixmor/2026
- ·Proxy voting deadline for record holders: 11:59 p.m. EDT on April 21, 2026
- ·2025 Annual Report on Form 10-K filed with SEC on February 9, 2026, for year ended December 31, 2025
- ·Proxy materials available online at https://web.viewproxy.com/brixmor/2026 since March 11, 2026
11-03-2026
Travelzoo's DEF 14A proxy statement for the virtual Annual Meeting of Stockholders on April 20, 2026, solicits votes to elect five board directors (each for a one-year term until 2027), approve option grants to the Global Chief Executive Officer (Proposal 2), General Manager U.S. (Proposal 3), and Head of Engineering (Proposal 4), and provide an advisory vote on executive compensation (Proposal 5). As of the March 5, 2026 record date, 10,932,337 shares of Common Stock were outstanding, with Azzurro Capital Inc. (beneficially owned by founder Ralph Bartel) holding 3,662,696 shares or 33.5%. The Board recommends voting FOR all proposals; no financial performance metrics or period comparisons are provided.
- ·Record date: 5:00 p.m. ET on March 5, 2026
- ·Meeting: April 20, 2026 at 10:00 a.m. ET, virtual only at www.virtualshareholdermeeting.com/TZOO2026
- ·Quorum requires majority of outstanding shares present in person or by proxy
- ·Proposals 1-5 are non-routine; broker non-votes have no effect on outcomes
11-03-2026
11-03-2026
Elutia reported Q4 2025 net sales from continuing operations of $3.3M, up 16% YoY driven by Cardiovascular products surging to $1.2M (+140%), but SimpliDerm sales declined 9% to $2.1M; full-year sales dropped 15% to $12.3M with SimpliDerm down 22% to $9.1M while Cardiovascular grew 10% to $3.2M. Gross margins improved to 58.5% in Q4 (from 46.9%) and 53.7% FY (from 46.4%), and adjusted EBITDA losses narrowed slightly in Q4 but widened FY; however, continuing operations posted net losses of $6.5M Q4 and $15.9M FY. Post-$88M BioEnvelope sale, cash stands at $44.4M ($36.4M cash + $8M escrow), debt fully repaid, and NXT-41 510(k) submitted to FDA for 2H26 clearance.
- ·NXT-41 base biologic matrix 510(k) submitted to FDA; clearance anticipated 2H 2026, NXT-41x full clearance 1H 2027
- ·$8.0M escrow from BioEnvelope sale expected release in Q4 2026
- ·Conference call held March 11, 2026 at 5:00 p.m. ET
11-03-2026
Relay Therapeutics, Inc. (RLAY) adopted its Second Amended and Restated Bylaws, as filed in an 8-K on March 11, 2026 under Items 5.03 and 9.01. The amendments detail procedures for annual stockholder meetings, including strict advance notice requirements for director nominations and other business proposals, such as Timely Notice 90-120 days prior to the one-year anniversary of the prior Annual Meeting. No financial impacts or performance metrics are disclosed.
- ·Notice must be received not later than the 90th day nor earlier than the 120th day prior to the one-year anniversary of the preceding Annual Meeting.
- ·Adjustments for meetings more than 30 days before or 60 days after anniversary: notice by the later of 90th day prior or 10th day after public announcement.
- ·Updates/supplements required as of record date (5 business days after) and 10 business days prior to meeting (8 business days prior).
11-03-2026
Comtech Telecommunications Corp. held its Fiscal 2025 Annual Meeting of Stockholders on March 9, 2026, electing all seven director nominees to the Board, though Mark R. Quinlan and Lawrence J. Waldman each received approximately 1.5M votes against amid total votes cast of around 38M. Stockholders also approved the advisory vote on named executive officer compensation (32.0M for vs. 5.6M against), ratified Deloitte & Touche LLP as the independent auditor for fiscal year ending July 31, 2026 (44.2M for), and approved an amendment to the 2023 Equity and Incentive Plan to increase available shares (37.1M for). All proposals passed consistent with Board recommendations, with broker non-votes around 6.1M.
- ·Proposal No. 2 votes: For 32,033,498; Against 5,598,343; Abstain 769,161
- ·Proposal No. 4 votes: For 37,122,608; Against 1,165,014; Abstain 113,382; Broker Non-Votes 6,134,311
- ·Kenneth H. Traub director votes: For 38,123,051; Against 259,978; Abstain 17,979
11-03-2026
Travelzoo filed a DEFA14A definitive additional proxy statement on March 11, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing includes no discernible financial metrics, period-over-period comparisons, or operational updates due to encoding artifacts obscuring substantive content. Company details confirm incorporation in Delaware, fiscal year-end December 31, and headquarters at 590 Madison Avenue, 35th Floor, New York, NY.
- ·CIK: 0001133311
- ·SIC: SERVICES-ADVERTISING [7310]
- ·EIN: 364415727
- ·Business Phone: 212-484-4900
- ·Former Name: TRAVELZOO INC (changed January 26, 2001)
11-03-2026
Lithia Motors, Inc. filed a DEFA14A Definitive Additional Materials proxy statement supplement (a2025q4proxysupplement.htm) on March 11, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. No financial metrics, period-over-period comparisons, or specific proposals are detailed in the provided filing header. This appears to be supplemental proxy information with no disclosed quantitative impacts.
- ·Filing Type: DEFA14A (Definitive Additional Materials)
- ·No fee required for filing
11-03-2026
Lithia Motors, Inc. (LAD) filed its DEF 14A Proxy Statement on March 11, 2026, for the virtual 2026 Annual Meeting of Shareholders on April 30, 2026, seeking approval to elect 10 directors, advisory vote on named executive officer compensation, and ratification of KPMG LLP as auditors for fiscal 2026, while recommending a vote against a shareholder proposal on board leadership structure. The CEO letter highlights strong 2025 performance with double-digit EPS growth, same-store growth across all business lines, record profitability in financing operations via Driveway Finance Corporation, and continued network diversification. No declines or flat metrics were disclosed.
- ·Record date: February 27, 2026
- ·Annual Meeting: April 30, 2026, at 8:30 a.m. Pacific Daylight Time, virtual at www.virtualshareholdermeeting.com/LAD2026
- ·Proposals include advisory vote on NEO compensation and ratification of KPMG LLP for fiscal year ending December 31, 2026
11-03-2026
Costco Wholesale Corp reported strong Q2 results for the 12 weeks ended February 15, 2026, with total revenue increasing 9.3% YoY to $69.6B, driven by 9.1% net sales growth to $68.2B and 13.6% rise in membership fees to $1.4B; net income grew 13.8% to $2.0B. For the 24 weeks YTD, total revenue rose 8.8% YoY to $136.9B, with net income up 12.5% to $4.0B, while operating cash flow surged 28% to $7.7B. Balance sheet remains solid with cash and equivalents at $17.4B, up from $14.2B at FY end, and total assets expanding to $83.6B.
- ·Diluted EPS for 12 weeks: $4.58 (up from $4.02 YoY)
- ·Diluted EPS for 24 weeks: $9.08 (up from $8.06 YoY)
- ·Operating income 12 weeks: $2.6B (up 12.5% YoY)
- ·Merchandise inventories: $19.0B as of Feb 15, 2026 (up from $18.1B at FY end)
- ·Long-term debt excluding current: $5.7B (stable YoY)
- ·Stock-based compensation expense: $655M for 24 weeks (up from $616M YoY)
11-03-2026
EDUCATIONAL DEVELOPMENT CORP filed an 8-K on March 11, 2026, disclosing under Item 1.01 entry into a material definitive agreement and under Item 9.01 financial statements and exhibits. No details on the agreement terms, parties involved, transaction value, strategic rationale, or financial impacts are provided in the filing summary. Specific quantitative metrics, period-over-period comparisons, or guidance changes are NOT_DISCLOSED.
11-03-2026
Wellgistics Health, Inc. (CIK: 0002030763, formerly Danam Health, Inc.) filed an 8-K on March 11, 2026, disclosing entry into a material definitive agreement under Item 1.01, along with Regulation FD disclosure under Item 7.01 and financial statements/exhibits under Item 9.01. No specific financial metrics, period-over-period comparisons, or details on the agreement are available in the filing metadata. The filing size is 1 MB, indicating attached exhibits.
- ·Company address: 3000 Bayport Drive, Suite 950, Tampa, FL 33607
- ·SIC: 5122 (WHOLESALE-DRUGS PROPRIETARIES & DRUGGISTS' SUNDRIES)
- ·State of incorporation: DE; State location: FL; Fiscal year end: December 31
- ·Accession number: 0001493152-26-009702
11-03-2026
Nuwellis, Inc. reported net sales of $8.27M for the year ended December 31, 2025, down 5.4% YoY from $8.74M, with gross profit declining to $5.12M from $5.68M. While R&D expenses decreased 15.5% to $2.71M, SG&A rose slightly by 0.5% to $13.52M and COGS increased 2.7% to $3.15M, contributing to an operating loss of $11.11M (vs. $10.99M prior) and net loss widening to $17.52M from $11.17M. Cash and equivalents fell sharply to $1.09M from $5.10M, total assets to $6.12M from $9.86M, and stockholders' equity to $2.62M from $6.53M.
- ·Basic and diluted loss per share improved to ($25.39) from ($353.30) due to significant share dilution.
- ·Weighted average shares outstanding increased to 690,145 from 31,601.
- ·Net cash used in operating activities worsened to $10.81M from $9.59M.
- ·Inventories, net increased to $1.91M from $1.72M.
11-03-2026
Telecom Argentina reported revenues of P$8.3B for 2025, up 53.0% YoY from P$5.4B, with Adjusted EBITDA increasing 64.8% to P$2.5B, reflecting strong operational growth including a shift to positive operating income of P$450M from a prior loss. However, the company swung to a net loss of P$145M from a P$1.4B profit in 2024, driven by sharply deteriorated financial results from borrowings (P$-749M vs P$1.9B gain), while total capital expenditures rose significantly to P$1.7B including right-of-use assets. Inbound international visitors declined 19.7% in 2025, though inbound roaming revenue increased 15.7%.
- ·Depreciation, amortization and impairment increased 20.3% YoY to P$2.1B.
- ·Financial results from borrowings deteriorated to P$-749M from P$1.9B gain.
- ·TMA Network capex (PP&E and intangibles) rose to P$456.6M from P$95.3M in 2024.
11-03-2026
As of December 31, 2025, Stellus Capital Investment Corp reported total assets of $1,041.3 million, net assets of $371.2 million, and outstanding indebtedness of $660.6 million at a weighted average interest rate of 5.50%, with debt investments yielding 9.3% overall (8.5% current cash interest) and all investments at 8.7%. However, the filing highlights risks from price declines and illiquidity in corporate debt markets that could reduce net asset value via increased unrealized depreciation, and notes a cumulative capital gains fee to Stellus Capital Management of $0.70 million exceeding the standard 20% threshold due to $2.25 million in net unrealized depreciation.
- ·To qualify as a RIC, at least 90% of gross income must derive from dividends, interest, securities loans, gains from stock/securities/foreign currencies, or income from qualified publicly traded partnerships.
- ·Small company definition for certain investments: total assets not more than $4 million and capital/surplus not less than $2 million.
- ·Eligible liquid investments include cash equivalents, U.S. government securities, or high-quality debt securities maturing in one year or less.
11-03-2026
Elite Express Holding Inc. entered into a Stock Purchase Agreement on March 10, 2026, with eight non-U.S. investors to issue and sell 32,000,000 shares of Class A Common Stock at $0.25 per share for aggregate gross proceeds of $8,000,000 via a private placement exempt under Regulation S. Closing is expected within 90 days of the agreement date. No financial performance metrics or period comparisons were reported.
- ·Private placement conducted in offshore transactions with no directed selling efforts in the U.S.
- ·Shares are restricted securities under Rule 144(a)(3).
- ·Closing expected within ninety days following March 10, 2026, or as mutually agreed.
11-03-2026
Core Molding Technologies, Inc. announced that its Board of Directors approved an increase to its existing stock repurchase program, authorizing an additional approximately $6.5 million in repurchases, bringing the total authority to $7.5 million including the prior $1 million remaining. Repurchases will occur in the open market in accordance with applicable securities laws, with no obligation to repurchase any specific amount and the program subject to suspension or termination at the Company's discretion.
- ·Filing date: March 11, 2026
- ·Securities registered: Common Stock, par value $0.01 (CMT); Preferred Stock purchase rights, par value $0.01 (N/A)
11-03-2026
Total operating revenues edged up 0.4% YoY to $176.4M for the year ended December 31, 2025, with flat overall growth despite a 1.0% increase in RNG production volumes to 5,644 MMBtu; however, RNG revenues declined 1.4% to $155.7M and electricity revenues fell 2.9% to $17.2M. Net income dropped sharply 82.0% to $1.7M, operating income plunged 94.7% to $0.9M, and Adjusted EBITDA decreased to $35.6M from $42.6M, driven by higher operating expenses (+10.0%), O&M expenses (+16.5%), and depreciation (+27.5%). Cash from operating activities fell to $30.3M from $43.8M amid heavy investing outflows of $120.5M.
- ·Cash and cash equivalents decreased to $24.2M from $46.0M.
- ·Property, plant and equipment, net increased to $341.4M from $252.3M.
- ·Long-term debt rose significantly to $126.0M from $43.8M.
- ·Total stockholders' equity grew to $263.1M from $257.4M.
- ·Impairment loss increased 103.7% to $3.2M.
11-03-2026
Montauk Renewables reported FY2025 revenues of $176.4 million, flat YoY from $175.7 million, amid a sharp 82% decline in net income to $1.7 million and 16.5% drop in Adjusted EBITDA to $35.6 million. RNG production edged up 1% to 5.6 million MMBtu and RINs sold surged 20.5% to 44.1 million, but these gains were offset by a 29% decrease in average RIN pricing to $2.33 and increases in operating expenses. For 2026, the company anticipates RNG revenues of $175-190 million and production of 5.8-6.1 million MMBtu, with Renewable Electricity revenues of $35-41 million.
- ·Rumpke facility RNG production increased by 218 thousand MMBtu YoY; McCarty facility decreased by 76 thousand MMBtu YoY.
- ·Security facility Renewable Electricity production decreased by 6 thousand MWh due to sale of gas rights.
- ·Investment income from GreenWave JV: $1.5 million from 706 thousand RINs.
11-03-2026
Kodiak AI, Inc. reported full-year 2025 revenues of $3.8M, a sharp 75% YoY decline from $14.9M, while total operating expenses surged 52% to $116.4M driven by truck and freight operations (+175%), general and administrative (+75%), and R&D (+15%). Loss from operations widened 82% YoY to $112.6M, with net loss ballooning to $585.5M primarily from non-cash items including $210.7M loss on equity issuance and fair value changes; however, cash and equivalents rose to $50.8M from $16.7M, bolstered by $219.9M in financing inflows.
- ·Net cash used in operating activities worsened to $94.4M in 2025 from $51.0M in 2024.
- ·Stockholders’ deficit at $(283.1M) as of Dec 31 2025, compared to $(250.8M) in 2024.
- ·Series A cumulative redeemable convertible preferred stock: 142 shares outstanding valued at $223.2M as of Dec 31 2025.
- ·Net loss per common share: $(6.42) in 2025 vs $(1.19) in 2024.
11-03-2026
BioXcel Therapeutics, Inc. entered into a Securities Purchase Agreement dated March 10, 2026, with certain purchasers for the issuance of shares of common stock, Accompanying Warrants, Pre-Funded Warrants, and Placement Agent Warrants. The company also executed a Warrant Amendment Agreement on the same date. Specific terms are qualified by reference to the filed exhibits, with no quantitative details such as proceeds or share counts disclosed in the filing body.
- ·Filing Date: March 11, 2026
- ·Agreement Date: March 10, 2026
- ·Exhibits include: Securities Purchase Agreement (10.1), Warrant Amendment Agreement (10.2), Forms of Warrants (4.1, 4.2, 4.3), Opinion of Honigman LLP (5.1)
11-03-2026
On March 5, 2026, the Audit Committee of Diodes Incorporated dismissed Baker Tilly US, LLP as its independent registered public accounting firm effective immediately, with no adverse opinions, disagreements, or reportable events during fiscal years ended December 31, 2025 and 2024, or the subsequent interim period through March 5, 2026. The Audit Committee engaged PricewaterhouseCoopers LLP (PwC) as the new independent registered public accounting firm for the fiscal year ending December 31, 2026, with no prior consultations on accounting principles, audit opinions, or reportable events. Baker Tilly provided a concurring letter dated March 11, 2026, filed as Exhibit 16.1.
- ·The dismissal and engagement were approved by the Audit Committee of the Board of Directors.
- ·Securities: Common Stock, Par Value $0.66 2/3, trading as DIOD on Nasdaq Stock Market LLC.
11-03-2026
On March 10, 2026, Aclaris Therapeutics, Inc. sold 5.7 million shares of its common stock for aggregate gross proceeds of $20.0 million pursuant to its amended and restated sales agreement with Leerink Partners LLC and Cantor Fitzgerald & Co. The shares were purchased by Frazier Life Sciences, Kalehua Capital, and Adage Capital Partners LP. This at-the-market equity offering provides the company with additional capital liquidity.
- ·Sales agreement dated February 27, 2025 and amended/restated
- ·Information under Item 7.01 not deemed 'filed' per General Instruction B.2. of Form 8-K
11-03-2026
Frequency Electronics, Inc. reported Q3 FY2026 revenue of $16.9M, down 10.8% YoY from $18.9M, with nine-month revenue at $47.8M, down 4.0% YoY from $49.8M; operating income fell sharply to $1.3M in Q3 (down 63.4% YoY) and $3.3M for nine months (down 60.4% YoY). Net income declined to $1.6M ($0.16/share) in Q3 and $4.0M ($0.41/share) for nine months, compared to $15.4M ($1.60/share) and $20.5M ($2.14/share) prior year, partly due to prior-year tax benefits. However, backlog reached a record $83M (up 18.6% from $70M at FY start), bolstered by two new contracts worth ~$45M, with CEO expressing optimism for future growth in core and emerging areas like quantum sensing.
- ·Net cash used in operating activities was $0.8M for nine months FY2026, improved from $1.3M prior year.
- ·Company remains debt-free with healthy growing cash position post-quarter.
- ·Q3 revenue flat quarter-over-quarter and fourth highest quarterly revenue in last decade.
- ·Investor conference call held March 11, 2026, at 4:30 PM ET.
11-03-2026
Exodus Movement, Inc. (EXOD) reported FY 2025 revenues of $121.6M, up 4.5% YoY from $116.3M, with growth in exchange aggregation partnerships (to $18.2M, +136%) and fiat onboarding users (+28%). However, the company posted a net loss of $11.4M versus a $113.0M profit in 2024, driven by surging expenses (technology +36.7% to $62.9M, G&A +67.8% to $66.3M) and a net loss on digital assets of $18.9M (vs. $96.1M gain prior year). Total treasury assets fell 39% to $161.6M, with Bitcoin holdings at $149.2M down from $181.2M.
- ·Total liquid assets declined to $5.2M as of Dec 31, 2025 from $68.4M prior year.
- ·Net cash used in operating activities increased to $25.6M from $12.0M.
- ·Class A common shares issued/outstanding rose to 10.4M from 8.5M.
11-03-2026
Katapult reported Q4 2025 gross originations of $77.9M, up 3.7% YoY marking the 13th consecutive quarter of growth, while full-year gross originations rose 17.3% to $278.5M, though short of the 20-23% target due to economic headwinds, customer stress, and an 11.4% decline in direct/waterfall originations (excluding home furnishings, up 14.2% Q4 and 39% FY). Revenue grew 17.3% YoY to $73.9M in Q4 and 18% to $291.8M for FY2025, with Adjusted EBITDA improving to $5.4M in Q4 (from -$1.1M loss) and $12.4M for the year; however, KPay conversion was flat YoY. The company reiterated its pending merger with Aaron’s Intermediate Holdco, Inc. and CCF Holdings LLC, agreed December 11, 2025, expected to close Q2 2026, creating a combined entity with $4B pro forma LTM revenue and $450M pro forma LTM Adjusted EBITDA.
- ·Fixed cash operating expenses decreased 40.5% YoY in Q4 2025 and 11.8% in FY2025.
- ·Cash used in operations improved to $12.7M in Q4 2025 (from $28.5M) and $11.9M in FY2025 (from $32.6M).
- ·Net Promoter Score of 46 as of Dec 31, 2025.
- ·63.5% of Q4 2025 gross originations from repeat customers.
- ·Post-merger, Katapult stockholders to own 6% of combined company on fully diluted basis.
- ·Merger expected to close Q2 2026, subject to approvals.
11-03-2026
Katapult Holdings, Inc. reported total revenue of $291.8M for FY 2025, up 18.0% YoY from $247.2M, driven by 17.7% growth in rental revenue, with gross profit rising 12.7% to $51.6M; operating expenses declined 3.3% to $52.1M, leading to a swing to net income of $1.4M from a $25.9M loss, and Adjusted EBITDA improved to $12.4M from $4.8M. However, cost of revenue increased 19.2% to $240.2M, interest expense rose 9.0% to $20.6M, and net cash used in operating activities remained negative at $11.9M despite improvement from $32.6M.
- ·Adjusted gross profit $43.7M in FY 2025 vs $38.9M in FY 2024 (+12.3%).
- ·Fixed cash operating expenses $32.0M in FY 2025 vs $36.3M in FY 2024 (-11.8%).
- ·Net loss per common share $(0.11) in FY 2025 vs $(5.96) in FY 2024.
11-03-2026
Hashdex announced leadership changes effective immediately, appointing co-founder Bruno Caratori as Global CEO, transitioning co-founder Marcelo Sampaio to Executive Chairman, and naming Mick McLaughlin as U.S. CEO to drive global expansion and U.S. growth. The firm, founded in 2018, manages approximately $1B in assets as of March 4, 2026, and offers regulated crypto ETFs like NCIQ. This structure formalizes existing responsibilities to enhance operational clarity and institutional partnerships.
- ·Hashdex founded in 2018 with operations across U.S., Europe, and Latin America.
- ·Mick McLaughlin joined Hashdex in 2024, previously Chief Distribution Officer at Bitwise Asset Management.
- ·Hashdex Nasdaq CME Crypto Index US ETF (NCIQ) launched February 14, 2025.
11-03-2026
11-03-2026
Lineage Cell Therapeutics, Inc. filed a prospectus supplement on March 11, 2026, to its shelf registration statement, enabling the offer and sale of common shares via an at-the-market (ATM) program with B. Riley Securities, Inc., up to an aggregate offering price of $60M, excluding $22.6M in gross sales from prior supplements. The ATM shares are sold pursuant to a Sales Agreement dated March 22, 2024. A legal opinion from Sheppard, Mullin, Richter & Hampton LLP on the validity of the shares is attached as Exhibit 5.1.
- ·Shelf registration statement on Form S-3 (File No. 333-277758) declared effective May 14, 2024
- ·Base Prospectus dated May 14, 2024
- ·Prior prospectus supplements dated November 12, 2025 and May 14, 2024
- ·Sales Agreement dated March 22, 2024
11-03-2026
Kodiak Gas Services, LLC, a subsidiary of Kodiak Gas Services, Inc. (NYSE: KGS), launched a private offering of $750M in senior unsecured notes due 2031, with net proceeds (plus cash and ABL Facility borrowings) to redeem all outstanding $750M 7.25% Senior Notes due 2029 at 103.625% of principal plus accrued interest. The Issuer expects to use amounts available under its ABL Facility to fund the acquisition of 100% of Distributed Power Solutions, LLC. The Notes are unregistered and offered only to qualified institutional buyers under Rule 144A or non-U.S. persons under Regulation S.
- ·Notes due 2031; 2029 Notes carry 7.25% interest rate
- ·Headquartered in The Woodlands, Texas; provides contract compression services
11-03-2026
Lineage Cell Therapeutics, Inc. (LCTX) filed an S-3 shelf registration statement with the SEC on March 11, 2026, to offer up to $100,000,000 of common shares, preferred shares, debt securities, and warrants on a delayed or continuous basis pursuant to Rule 415. The company, a clinical-stage biotechnology firm developing cell therapies like OpRegen (in Phase 2a with Roche/Genentech), OPC1, and ReSonance (with WDI), noted its common shares traded at $1.77 per share on NYSE American as of March 9, 2026. No specific financial performance metrics or period-over-period comparisons were disclosed in the filing.
- ·Common shares last reported sale price: $1.77 per share on March 9, 2026 (NYSE American).
- ·Principal executive offices: 2173 Salk Avenue, Suite 200, Carlsbad, California 92008.
- ·Registrant is a non-accelerated filer and smaller reporting company.
11-03-2026
Beeline Holdings, Inc. (BLNE) filed an 8-K on March 11, 2026, under Items 7.01 and 9.01 to disclose a press release issued by related party TYTL Corp. announcing a strategic partnership with the Company in connection with its BeelineEquity product. The disclosure is furnished pursuant to Regulation FD and is not deemed 'filed' for purposes of Section 18 of the Exchange Act or incorporated by reference into other filings.
- ·Filing includes Exhibit 99.1: Press Release dated March 11, 2026
- ·Registrant address: 188 Valley Street, Suite 225, Providence, RI 02909
- ·Telephone: (458) 800-9154
- ·Common Stock: $0.0001 par value, trading symbol BLNE
11-03-2026
Korn Ferry reported fee revenue growth of 7% YoY to $717M in Q3 FY26 (9M: +6% to $2.15B), driving operating income up 16% to $91M (9M: +13% to $273M) and diluted EPS up 12% to $1.23 (9M: +13% to $3.84). However, cash and equivalents declined 7% to $938M, compensation expenses rose 7% YoY amid flat G&A at $66M in Q3, and total current liabilities fell but receivables grew 11%. Total assets increased 2% to $3.95B with stockholders' equity up 7% to $2.01B.
- ·Net cash provided by operating activities for 9M FY26: $118M, up 8% YoY from $109M.
- ·Dividends paid to stockholders for 9M FY26: $76M.
- ·Stock repurchases for 9M FY26: $38M (vs $74M prior year).
11-03-2026
Travelzoo reported total revenues of $91.7M for 2025, up 9% YoY from $83.9M, driven by strong growth in Membership Fees (+144% to $13.2M) while Advertising and Commerce revenues remained flat at $78.4M. However, gross profit margin declined to 80.3% from 87.5%, operating income margin fell sharply to 7.5% from 22.0%, Europe segment turned to an operating loss of $(2.3M) from a $3.1M profit, and net cash from operating activities dropped to $5.7M from $21.1M.
- ·Other revenues declined to $80K from $107K YoY.
- ·Net cash used in financing activities was $13.1M in 2025 vs $19.0M in 2024.
- ·Net decrease in cash and equivalents of $7.0M in 2025 vs net increase of $1.4M in 2024.
11-03-2026
Exodus Movement, Inc. reported record full-year 2025 revenue of $121.6 million, up 5% YoY from $116.3 million, driven by 21% growth in swap volume to $6.89 billion, with B2B XO Swap contributing strongly. However, Q4 2025 revenue declined 34% YoY to $29.5 million from $44.8 million, exchange volume fell 32% to $1.59 billion, monthly active users dropped 35% to 1.5 million, and the company recorded a full-year net loss of $11.4 million versus prior-year income of $113.0 million. The company highlighted progress toward acquiring W3C Corp. to enable global credit card issuance and stablecoin settlements via Exodus Pay.
- ·Technology, development and user support expenses rose 37% YoY to $62.9M in FY 2025.
- ·General and administrative expenses increased 68% YoY to $66.3M in FY 2025.
- ·Preliminary Q1 2026: Monthly active users 1.6M as of Feb 28 (up from 1.5M year-end); Feb exchange volume $435M with 23% from XO Swap.
- ·Digital assets held as of Feb 28, 2026: over 610 Bitcoin and over 1,840 Ether (preliminary).
- ·Average customer response time under 60 minutes in Q4 2025.
- ·Q4 webcast held March 11, 2026 at 5:00 PM ET.
11-03-2026
SELLAS Life Sciences Group, Inc. (SLS), a pharmaceutical preparations company (SIC 2834), filed an 8-K on March 11, 2026, under Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits), with accession number 0001104659-26-026384 and file size of 193 KB. The filing lists recent activity including multiple Schedule 13G/A amendments for beneficial ownership and prior financial reports, but no specific financial metrics or period-over-period comparisons are detailed in the provided index. No improvements or declines are quantifiable from the metadata.
- ·CIK: 0001390478
- ·Business Address: 7 Times Square Suite 2503, New York, NY 10036
- ·Phone: 646-200-5278
- ·Fiscal Year End: December 31
- ·State of Incorporation: DE
- ·Recent filings include Schedule 13G/A on 2026-02-17 and 2026-01-30 indicating changes in major shareholder beneficial ownership
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