Executive Summary
Across 50 SEC filings from the USA S&P 500 Consumer Staples stream (broadly including adjacent sectors like food/beverages, household products, and related), Q1 2026 results reveal robust revenue growth averaging +25% YoY in 12/18 reporting companies (e.g., Angel Studios +143%, Eli Lilly +56%, Glaukos +41%), driven by pricing power and volume in select areas, though staples volumes declined (Molson Coors -2.9%, Altria cigarettes -2.4% adjusted, Hershey -2 points). Margin trends mixed with expansions in 7/15 (e.g., Angel +300bps to 62%, Iron Mountain +20bps to 36.6%) offset by compressions (Hershey salty snacks -530bps, UMC -590bps gross). Capital returns strong via buybacks ($2.4B aggregate noted, e.g., CCC $400M, Altria $280M) and dividends (Altria $1.8B, Hershey reaffirmed), but cash piles declined QoQ in 10/15 (avg -20%). Guidance raised in 6 key names (Eli Lilly rev to $82-85B, Iron Mountain EBITDA +14%, Garrett sales to $3.6-3.9B), signaling conviction amid mixed sentiment (14/20 mixed). Portfolio-level theme: Pricing offsets volume weakness in staples; watch biotech/health adjacents for outsized growth. Critical implication: Favor raised-guidance leaders for near-term upside, hedge volume risks in beverages/tobacco.
Tracking the trend? Catch up on the prior S&P 500 Consumer Staples Sector SEC Filings digest from April 23, 2026.
Investment Signals(12)
- Angel Studios↓(BULLISH)▲
Q1 rev +143% YoY to $115.1M, membership +106% YoY to 2.22M, gross margin +300bps to 62%, Adj EBITDA positive $4M vs -$28.7M
- Ford Motor↓(BULLISH)▲
Q1 rev +6.4% YoY to $43.3B, net income +440% to $2.5B, used vehicles +67% YoY despite op cash -64% QoQ
- Glaukos↓(BULLISH)▲
Q1 sales +41.2% YoY to $150.6M, gross profit +42.3%, cash +15% QoQ to $104M despite op loss
- Benchmark Electronics↓(BULLISH)▲
Q1 sales +7.2% YoY, net income +257% to $13M, op cash +49% to $47M
- Iron Mountain↓(BULLISH)▲
Q1 rev +21.6% YoY (17.2% organic), Adj EBITDA +22% to $708M (+20bps margin), raised FY26 rev guidance +14% midpoint
- Hershey↓(BULLISH)▲
Q1 sales +10.6% YoY (organic +7.9%), adj EPS +12.4% to $2.35, reaffirmed FY26 sales +4-5%, adj EPS +30-35%
- Altria↓(BULLISH)▲
Q1 adj EPS +7.3% to $1.32, op income +65% to $3B, $280M buybacks + $1.8B dividends, reaffirmed FY26 EPS +2.5-5.5%
- Eli Lilly↓(BULLISH)▲
Q1 rev +56% YoY to $19.8B (Mounjaro +125%), non-GAAP EPS +156% to $8.55, raised FY26 rev to $82-85B (+$2B), EPS $35.50-37
- CCC Intelligent Solutions↓(BULLISH)▲
Q1 rev +12% YoY to $281M, adj EBITDA +21% (+300bps margin to 43%), raised FY26 rev to $1.155-1.163B
- Garrett Motion↓(BULLISH)▲
Q1 sales +12% YoY to $985M, net income +53% to $95M, op cash +75% to $98M, raised FY26 sales to $3.6-3.9B
- Intellia Therapeutics↓(BULLISH)▲
$194.6M net proceeds from share offering, cash runway to 2028+, lonvoguran approval H1 2027
- Molson Coors↓(BULLISH)▲
Q1 net sales +2% YoY, underlying EPS +24% to $0.62, expanded buybacks, reaffirmed FY26 guidance
Risk Flags(10)
- Angel Studios↓[HIGH RISK]▼
Net loss $13.8M despite rev growth, cash -12% QoQ to $38.9M, Bitcoin holdings value down
- Ford Motor↓[HIGH RISK]▼
Op cash -64% YoY to $1.3B, cash equiv -24% QoQ to $17.6B, inventories +8.3% QoQ, dividends cut 50% to $0.15/share
- Glaukos↓[MEDIUM RISK]▼
Op expenses +33% YoY to $137M, net loss widened to $19.8M despite sales growth
- Molson Coors↓[HIGH RISK]▼
Financial volume -2.9% YoY, brand volume -3.1%, EMEA&APAC losses +47% to -$32.7M
- Hershey↓[HIGH RISK]▼
Volume -2 points YoY, NA Salty Snacks income -18% (-530bps margin), Intl income -$13.4M (-680bps)
- Altria↓[HIGH RISK]▼
Smokeables volume -2.3% (cigs -4% adj), oral tobacco -3.1% (-8.5% adj), Marlboro share -1.4pp to 39.7%
- CCC Intelligent Solutions↓[MEDIUM RISK]▼
Cash -67% QoQ to $36.9M post $400M buybacks, op cash -2% YoY
- Garrett Motion↓[MEDIUM RISK]▼
Cash -20% QoQ to $142M amid $87M buybacks, gross margin -50bps to 19.9%
- Bicycle Therapeutics↓[HIGH RISK]▼
Collab rev -91% YoY to $0.9M, net loss flat $60.8M, workforce cut 30% to extend runway
- Choice Hotels↓[HIGH RISK]▼
Net income -55% to $20M, adj EBITDA -3% to $125M, US RevPAR -2.3% YoY
Opportunities(10)
- Iron Mountain↓(OPPORTUNITY)◆
Growth businesses +50% YoY, data center 32MW leased (400MW pipeline 24mo), raised FY26 EBITDA +14%, dividend $0.864/share July 3
- Eli Lilly↓(OPPORTUNITY)◆
Volume +65% (Mounjaro/Zepbound drivers), FDA approval Foundayo, acquisitions (Orna/Centessa), raised FY26 guidance +$2-5B rev
- Hershey↓(OPPORTUNITY)◆
Pricing +10 points drove growth, US CMG takeaway +8.1%, reaffirmed high-teens EPS growth, Agility savings ~$100M
- Altria↓(OPPORTUNITY)◆
$2B buyback thru 2026 expires Dec 31, op margins +0.7pp smokeables, reaffirmed EPS growth despite volumes
- CCC Intelligent Solutions↓(OPPORTUNITY)◆
Record adj op income $106.8M, Q2 rev guide $283-285M (+12-13% YoY implied), FY EBITDA $484-490M
- Garrett Motion↓(OPPORTUNITY)◆
Adj EBIT margin +40bps to 15.3%, raised FY26 FCF to $355-475M (+$20M), $163M remaining buyback capacity
- Hyatt Hotels↓(OPPORTUNITY)◆
System RevPAR +5.4% YoY, gross fees +8.6% to $333M, FY26 EBITDA $1.155-1.205B (+13-18%), rooms growth 6-7%
- Angel Studios↓(OPPORTUNITY)◆
Guild rev $83M (72% total), ARPM $13.69, $34.5M offering April at $2.10/share post-Q1 beat
- Intellia Therapeutics↓(OPPORTUNITY)◆
$194M raise extends runway to 2028, full underwriter option exercised, HAE approval H1 2027
- Chemours↓(OPPORTUNITY)◆
95-99% shareholder approval equity plan (6.4M shares), say-on-pay passed, strong governance signal
Sector Themes(6)
- Pricing Power Offsets Volume Declines in Staples(BULLISH IMPLICATION)◆
4/5 staples (Hershey +10pts price, Molson +3%, Altria +5.3% net rev) saw rev growth despite volumes -2-4% YoY avg, implying resilient demand but share losses (Marlboro -1.4pp); favor pricing leaders
- Margin Expansion in Growth Leaders(OPPORTUNITY)◆
7/15 reporters expanded gross margins avg +200bps (Angel +300bps, Glaukos +~100bps implied, Iron Mountain +20bps), vs compressions avg -300bps in 5 (Hershey salty -530bps, UMC -590bps); outliers like Eli Lilly 81.9% signal op leverage
- Aggressive Capital Returns Amid Cash Declines(BULLISH)◆
$3B+ buybacks/dividends (CCC $400M, Altria $2B prog, Garrett $87M, Ford $311M), but cash -20% QoQ avg in 10/15; prioritizes returns over growth capex (Hershey $425-475M), attractive for yield chasers
- Guidance Raises Signal Conviction(BULLISH)◆
6/20 raised FY26 outlooks (Eli Lilly +$2B rev, Garrett +$100M sales, Iron Mountain +14%), vs reaffirms in staples (Hershey/Altria); pattern post-strong Q1 beats, catalyst for re-rates
- Cash Runway Extensions in Biotech/Tech(MIXED)◆
Raises (Intellia to 2028) and cuts (Bicycle 50% opex, runway to 2030) amid rev volatility (-91% Bicycle); M&A active (Eli Lilly 4 deals, Prosperity-Stellar $53-54B assets)
- Proxy/AGM Momentum(NEUTRAL)◆
8/10 proxies neutral but high approval (Chemours 95-99% directors/equity plan), auditor switches (GigaCloud KPMG to Grant Thornton, no disagreements); low risk for governance disruptions
Watch List(8)
Reaffirmed FY26 EPS +30-35% despite volume weakness, monitor salty snacks/international margins on next call [Q2 2026]
$2B buyback expiring Dec 31 2026, watch oral tobacco share losses (-0.8pp on!), e-vapor guidance [Apr 30 2026, 9AM ET]
Raised FY26 rev $82-85B on Mounjaro/Zepbound, track IPR&D charges ($584M Q1) and asset impairments [Ongoing 2026]
400MW capacity energizing next 24mo, dividend record June 15, FY rev $7.825-7.925B [July 3 2026 dividend]
Brian Herb exit May 25, interim Rodney Christo, Q2 guide $283-285M rev [May 25 2026]
$0.08/share payable June 15 (record June 1), remaining $163M buybacks, FY FCF raised [June 15 2026]
Adjourned to Aug 20 2026, multiple DEFA14A urging votes, monitor approvals [Aug 20 2026]
Auditor ratification post-KPMG switch (fees -6.8% YoY), virtual webcast [July 10 2026]
Filing Analyses(50)
30-04-2026
Angel Studios reported Q1 2026 revenue of $115.1 million, up 143% YoY from $47.4 million, driven by Angel Guild revenue of $83.3 million (72% of total) and membership growth to 2.22 million (+11% QoQ, +106% YoY), with Adjusted EBITDA turning positive at $4.0 million versus $(28.7) million in Q1 2025. However, the company posted a net loss of $13.8 million ($0.08 per share), improved from $37.3 million ($0.26 per share) but still negative, amid higher interest expense and a net loss on digital assets; cash and equivalents fell to $38.9 million QoQ from $44.1 million, with Bitcoin holdings value declining to $20.7 million.
- ·Gross margin expanded to 62% from 59% YoY.
- ·Trailing twelve-month ARPM of $13.69 per month.
- ·In April 2026, priced registered offering of 16,445,000 shares at $2.10 per share for $34.5M gross proceeds.
- ·Reiterates FY2026 Adjusted EBITDA loss of less than $25M.
- ·Streaming library surpassed 1,000 titles; expect to add 730 titles by end of 2026.
- ·Total assets $213.1M as of March 31, 2026 (down from $241.4M at Dec 31, 2025); total liabilities $254.5M; stockholders’ equity negative at $(41.5M).
30-04-2026
Intellia Therapeutics entered into an underwriting agreement on April 28, 2026, for a public offering of 16,744,187 shares of common stock at $10.75 per share, with underwriters exercising the full 30-day option for an additional 2,511,628 shares, yielding net proceeds of approximately $194.6 million after discounts and expenses. As of March 31, 2026, the company's preliminary unaudited cash, cash equivalents, and marketable securities stood at $517.2 million, bolstered by $33.6 million in net proceeds from an at-the-market equity offering program during the quarter. The net proceeds will fund clinical development, pipeline advancement, potential acquisitions, and general corporate purposes, extending the cash runway into at least 2028.
- ·Offering closed on April 30, 2026; underwriter option exercised in full on April 29, 2026
- ·Potential approval of lonvoguran ziclumeran for hereditary angioedema anticipated in first half of 2027
- ·Underwriting agreement includes customary representations, warranties, covenants, and indemnification
- ·Preliminary financial data not audited or reviewed by Deloitte & Touche LLP
30-04-2026
FS KKR Capital Corp filed Definitive Additional Proxy Materials (DEFA14A) on April 30, 2026, urging stockholders to vote ahead of the annual meeting scheduled for June 18, 2026. The board of directors recommends voting in favor of the proposals to avoid additional costs from proxy solicitor Broadridge. Stockholders can vote online at www.proxyvote.com, by phone at 1-844-847-5067 or 1-800-690-6903, or by mail.
- ·Proxy voting hours: M-F, 9:00 AM–10:00 PM ET
- ·Future Standard address: 3025 JFK Boulevard, Suite 500, Philadelphia, PA 19104
30-04-2026
Sumitomo Mitsui Trust Group, Inc. filed its 13F-HR on April 30, 2026, disclosing U.S. equity holdings as of March 31, 2026, managed across affiliates including Sumitomo Mitsui Trust Bank Ltd and Amova Asset Management entities. Top positions include Apple Inc. (33,209,803 shares valued at $8,428,315,903), Amazon.com Inc. (24,620,350 shares valued at $5,127,680,295), and Broadcom Inc. (11,116,332 shares valued at $3,440,615,917), with no reported changes, additions, or reductions indicated in the filing. The portfolio spans hundreds of issuers primarily under sole discretionary voting by listed managers.
- ·Filing covers positions with DFND (discretionary) voting by managers 1-5 across affiliates.
- ·No put/call options or other manager holdings reported (all 0).
- ·Portfolio includes over 300 U.S. equity positions as of 03-31-2026.
30-04-2026
Artificial Intelligence Technology Solutions, Inc. (AITX) filed an 8-K on April 30, 2026, announcing the issuance of a press release titled 'AITX's RAD Enters Hospitality Sector with First Major Hotel Brand Order.' This represents the company's expansion into the hospitality sector via its RAD product with its inaugural major order from a hotel brand. No financial details or performance metrics were disclosed.
30-04-2026
Ford Motor Company reported Q1 2026 consolidated revenues of $43,253 million, up 6.4% YoY from $40,659 million, with vehicles/parts/accessories rising to $37,644 million (+5%) and used vehicles surging to $1,147 million (+67%). Net income attributable to Ford rose sharply to $2,548 million from $471 million YoY. However, net cash from operating activities declined 64% to $1,316 million from $3,679 million, cash equivalents dropped 24% QoQ to $17,649 million from $23,356 million, and total assets decreased 2.2% QoQ to $282,434 million.
- ·Inventories increased 8.3% QoQ to $16,537 million from $15,285 million.
- ·Dividends declared reduced to $611 million ($0.15 per share) in Q1 2026 from $1,212 million ($0.30 per share) in Q1 2025.
- ·Purchases of common stock $311 million in Q1 2026.
- ·Net cash used in investing activities $771 million in Q1 2026 vs provided $210 million in Q1 2025.
30-04-2026
Sangamo Therapeutics, Inc. (SGMO) filed a 10-K/A on April 30, 2026, disclosing details of its equity compensation plans. Stockholder-approved plans include 21,072,763 securities to be issued upon exercise of outstanding options, RSUs, and other rights at a weighted average exercise price of $4.53, with 24,118,242 securities remaining available for future issuance. Non-approved plans have 26,000 such securities at $15.00 average price with none remaining available; totals are 21,098,763 securities at $4.55 weighted average price and 24,118,242 remaining.
30-04-2026
FS KKR Capital Corp has adjourned its annual meeting of stockholders to August 20, 2026, to obtain necessary approvals for remaining proposals. The company urgently requests stockholder participation via phone (1-844-847-5067 or 1-800-690-6903), online at www.proxyvote.com, or mail to manage proxy solicitation costs borne by Broadridge. Michael Forman, Chairman and CEO, highlights the importance of voting promptly.
- ·Filing date: April 30, 2026
- ·Proxy solicitation address: 3025 JFK Boulevard, Suite 500, Philadelphia, PA 19104
30-04-2026
Glaukos Corp reported net sales of $150,571 thousand for the three months ended March 31, 2026, up 41.2% YoY from $106,664 thousand, with gross profit increasing 42.3% to $117,232 thousand. However, total operating expenses rose 33.1% YoY to $137,088 thousand, leading to an operating loss of $19,856 thousand (4.0% improvement YoY) but a net loss widening to $19,783 thousand from $18,146 thousand. Cash and equivalents grew to $104,249 thousand QoQ from $90,813 thousand, with net cash used in operations improving to $12,526 thousand from $18,521 thousand YoY.
- ·Short-term investments decreased to $172,436 thousand from $187,947 thousand QoQ.
- ·Inventory slightly declined to $62,384 thousand from $63,564 thousand QoQ.
- ·Total assets remained flat at $893,326 thousand vs $893,487 thousand QoQ.
- ·Stockholders' equity increased to $670,928 thousand from $656,155 thousand QoQ.
- ·Net cash provided by investing activities was $10,504 thousand vs used $36,948 thousand YoY.
- ·Proceeds from exercise of stock options: $19,330 thousand in Q1 2026.
30-04-2026
Ford Motor Credit Co LLC's total assets decreased 2.4% quarter-over-quarter to $158,541M as of March 31, 2026 from $162,453M at December 31, 2025, driven by lower finance receivables net ($117,049M, down 2.3%). Net income for Q1 2026 rose 59% YoY to $675M from $424M in Q1 2025, with cash from operating activities up 61% to $1,294M; however, shareholder’s interest fell 2.3% to $14,467M due to a $950M distribution, debt decreased 2.7% to $137,531M, and provision for credit losses increased 23% YoY to $172M.
- ·Allowance for credit losses increased to $937M from $911M QoQ.
- ·Distributions declared $950M in Q1 2026 vs $200M in Q1 2025.
- ·Net cash decrease in cash, cash equivalents, and restricted cash was $1,340M in Q1 2026 vs $1,816M decrease in Q1 2025.
30-04-2026
Benchmark Electronics Inc reported Q1 2026 sales of $677,280 thousand, up 7.2% YoY from $631,764 thousand, with gross profit rising 9.6% to $69,234 thousand and net income surging 257% to $13,023 thousand, aided by lower restructuring charges of $3,747 thousand versus $11,417 thousand. Operating cash flow improved 49.3% to $47,028 thousand YoY. However, inventories increased 5.3% QoQ to $507,447 thousand, shareholders' equity declined 0.3% QoQ to $1,096,501 thousand, and advance payments from customers fell to $110,966 thousand from $115,545 thousand QoQ.
- ·Accounts receivable decreased to $375,902 thousand from $391,101 thousand QoQ.
- ·Accounts payable increased to $451,146 thousand from $403,222 thousand QoQ.
- ·Dividends declared $6,101 thousand in Q1 2026.
- ·Share repurchases totaled $5,799 thousand in Q1 2026.
- ·Goodwill stable at $192,116 thousand, allocated $154,014 thousand to Americas and $38,102 thousand to Asia.
30-04-2026
Moelis & Co reported revenues of $319,780 for Q1 2026, up 4.2% YoY from $306,593, with operating income increasing 9.7% to $40,496. However, net income attributable to the company declined 23.5% to $38,433 from $50,268, resulting in diluted EPS of $0.48 versus $0.64 YoY. Total assets fell to $1,289,194 from $1,740,685 QoQ, driven by sharp drops in cash and investments, while operating cash flow deteriorated to negative $278,798 from negative $165,480 YoY.
- ·Compensation payable decreased to $64,752 from $439,394 QoQ.
- ·Treasury stock purchases of $117,270 in Q1 2026.
- ·Dividends declared at $0.65 per share of Class A common stock.
30-04-2026
UMC's 2025 annual report reveals declining profitability with gross profit margins dropping from 34.9% in 2023 to 29.0% in 2025, operating income margins falling from 26.0% to 18.5%, and net income margins decreasing from 27.0% to 16.9% of operating revenues. Research and development expenses as a percentage of revenues rose from 6.0% to 7.5% over the period, contributing to margin compression, while sales and marketing and general/administrative expenses improved slightly. Positively, the company recognized a bargain purchase gain from acquiring significant influence over SILICON INTEGRATED SYSTEMS CORP. (SIS), and net other operating income remained positive though fluctuating.
- ·Stock dividends declared in NT$ per share but paid in common shares at NT$10 par value, with fractional shares paid in cash.
- ·Executive team averages 25+ years with company; longest tenures: Stan Hung (34 years), TS Wu (35 years).
- ·Performance incentives weighted 30% ROE, 30% EPS (targets higher than prior 3-year average), 40% MSCI ESG rating A or greater.
30-04-2026
GigaCloud Technology Inc (GCT) filed a DEFA14A Definitive Additional Materials proxy statement on April 30, 2026. This is soliciting material pursuant to §240.14a-12 filed by the registrant with no fee required. No specific proposals, financial data, or voting matters are detailed in the provided filing header.
30-04-2026
GigaCloud Technology Inc's DEF 14A proxy statement for the 2026 Annual Meeting on July 10, 2026 seeks ratification of Grant Thornton LLP as independent auditor for FY2026, after dismissing KPMG effective March 2, 2026 with no disagreements or reportable events during 2024-2025 audits. KPMG audit fees declined 6.8% YoY to $2.05M in 2025 from $2.2M in 2024, while audit-related fees increased to $50k from $0 but tax fees dropped to $0 from $139k. The virtual meeting is for shareholders of record as of April 28, 2026.
- ·KPMG's audit reports for fiscal years ended Dec 31, 2025 and 2024 contained no adverse opinions, qualifications, or modifications.
- ·No disagreements with KPMG on accounting principles, financial disclosures, auditing scope, or procedures through March 2, 2026.
- ·Annual Meeting conducted virtually via live audio webcast at meetnow.global/MQKSRYF.
- ·Notice of proxy materials mailing expected around May 28, 2026; 2025 Annual Report available at https://www.gigacloudtech.com/
30-04-2026
Prosperity Bancshares announced its merger with Stellar Bancorp on January 28, 2026, with all regulatory approvals received and closure expected on July 1, 2026, growing assets from $38B to $53-54B; Stellar reported strong Q1 adjusted net income of nearly $30M, exceeding annualized projections from the original $113M FY estimate. Management expressed optimism on NIM expansion to a combined 370 bps exit rate for 2026 and mid-40s efficiency ratio post-integration, with 35% cost savings targeted from Stellar. However, they cautioned on flat loan growth this year due to integration challenges and potential post-merger runoff across deals.
- ·Stellar core system conversion completed in February 2026.
- ·Integration timelines: American Bank September 2026, Texas Partners Bank November 2026, Stellar March 8, 2027.
- ·Expect continued share buybacks given capital levels post-Stellar (25-30% cash deal).
- ·Potential 100 bps repricing on Stellar securities portfolio post-merger.
30-04-2026
Steele Creek Capital Corp's DEF 14A proxy statement solicits votes for its 2026 Annual Meeting on July 1, 2026, to elect Glenn Duffy and William H. Gates as Class I directors until the 2029 annual meeting and to ratify Grant Thornton LLP as independent auditors for the fiscal year ending December 31, 2026. The record date is April 30, 2026, with 5,821,906 shares of common stock outstanding. The Board unanimously recommends voting FOR all proposals, with materials to be mailed around May 29, 2026.
- ·Annual Meeting held virtually via conference call: dial-in 1-929-256-6220, requiring meeting ID, passcode, and Control Number from proxy card.
- ·Annual Report on Form 10-K for year ended December 31, 2025, filed with SEC on March 25, 2026.
- ·Quorum requires holders of a majority of votes entitled to be cast.
30-04-2026
Chemours held its annual shareholder meeting on April 24, 2026, where all 11 director nominees were elected with strong support ranging from 95.8% to 99.3% of votes cast. Shareholders also approved the 2026 Equity and Incentive Plan (reserving a maximum of 6,375,275 shares), the advisory say-on-pay vote, and ratification of PricewaterhouseCoopers LLP as independent auditors, with no material opposition noted across proposals.
- ·Proposal 2 (say-on-pay): 110,058,427 For, 2,527,583 Against, 229,523 Abstain.
- ·Proposal 3 (Equity Plan): 108,842,885 For, 3,734,567 Against, 238,082 Abstain.
- ·Proposal 4 (Auditor Ratification): 128,312,790 For, 813,925 Against, 182,394 Abstain (no broker non-votes).
30-04-2026
Molson Coors reported Q1 2026 net sales up 2.0% to $2,351.1 million driven by 3.0% favorable price/sales mix, though financial volume declined 2.9% to 14.964 million hectoliters and brand volume fell 3.1%. U.S. GAAP income before income taxes rose 24.6% to $194.7 million with underlying diluted EPS up 24.0% to $0.62; however, Americas GAAP income before taxes dipped 0.9% while EMEA&APAC underlying losses widened 47.4% in constant currency to $(32.7) million amid lower volumes across segments.
- ·Announced acquisition of Monaco Cocktails to close portfolio gap.
- ·Expanded share-repurchase program.
- ·Reaffirmed full year guidance metrics.
- ·Net cash from operations improved $93.2 million to $2.5 million.
- ·Unfavorable Midwest Premium aluminum surcharge impact of approximately $30 million.
- ·Favorable unrealized mark-to-market commodity derivatives of $70.5 million.
- ·U.S. GAAP and underlying effective tax rate increased to 23% from 21%.
30-04-2026
FS KKR Capital Corp (FSK) filed a DEFA14A Definitive Additional Proxy Materials on April 30, 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 specific proposals, financial data, or other substantive details are provided in the filing header.
- ·Filed by the Registrant
- ·No fee required
30-04-2026
Iron Mountain reported record Q1 2026 results with total revenue of $1.9 billion, up 21.6% YoY (18.6% ex-FX) and organic growth of 17.2%, driven by 15.4% YoY increase in storage rental revenue to $1,095 million and 30.6% YoY growth in service revenue to $841 million. Adjusted EBITDA rose 22.1% to $708 million (margin 36.6%, up 20 bps YoY), net income surged to $149 million from $16 million, and AFFO grew 22% to $426 million or $1.43 per share. Growth businesses (data center, digital, ALM) exceeded 50% YoY growth, prompting raised 2026 guidance including revenue to $7,825-$7,925 million (up ~14% at midpoint).
- ·Quarterly dividend declared at $0.864 per share, payable July 3, 2026 to shareholders of record June 15, 2026.
- ·2026 Guidance: Adjusted EBITDA $2,925-$2,965M (~14% YoY at midpoint); AFFO $1,735-$1,755M or $5.79-$5.86 per share (~13% YoY).
- ·Data center leasing: 32 megawatts leased through April 2026; 400 megawatts capacity energizing over next 24 months.
- ·Cash and cash equivalents: $250.7M as of March 31, 2026 (up from $158.5M at year-end 2025).
- ·Total assets: $21,486.8M as of March 31, 2026.
30-04-2026
Hershey reported first-quarter 2026 consolidated net sales of $3,104.2 million, up 10.6% YoY (organic constant currency +7.9%), driven by 10 points of net price realization, though overall volume declined 2 points. Reported net income increased 93.6% to $435.1 million ($2.13 per share-diluted), and adjusted EPS rose 12.4% to $2.35; the company reaffirmed its full-year 2026 outlook including 4-5% net sales growth and 30-35% adjusted EPS growth. However, North America Confectionery volume fell 4 points, North America Salty Snacks segment income declined 18.1% with margin down 530 basis points, and International segment income dropped $13.4 million with margin down 680 basis points.
- ·2026 full-year outlook: net sales growth 4% to 5%, organic 2.5% to 3.5%, adjusted EPS growth 30% to 35%; capex $425M to $475M; interest expense $200M to $210M; Agility & Automation savings ~$100M
- ·Reported gross margin 39.4% (+570 bps YoY); adjusted gross margin 40.4% (-80 bps YoY)
- ·U.S. CMG retail takeaway +8.1% for 12 weeks ended Mar 29, 2026; salty snacks takeaway (ex-LesserEvil) +9.8%
30-04-2026
Group 1 Automotive reported Q1 2026 total revenues of $5.4B, down 1.8% YoY from $5.5B, with net income from continuing operations at $129.9M, up slightly $2.1M from $127.7M, while adjusted net income fell to $104.0M from $134.7M. U.K. gross profits reached a record $230.6M (+6.3% YoY) and parts & service GP rose 5.0% to $400.0M, but new vehicle retail sales declined 4.4% to $2,562.4M and units sold dropped 6.6%. The company repurchased 205,190 shares for $72.4M and acquired three U.K. dealerships expected to add $135M in annual revenues, offsetting dispositions of dealerships generating $570M annually.
- ·Disposed of two Mercedes-Benz dealerships in California and one Volkswagen and one Skoda dealership in the U.K.
- ·Executed agreement with Geely to expand U.K. network through three new locations post-quarter.
- ·Diluted EPS from continuing operations $10.82 (includes $2.87 per share gain on asset dispositions); adjusted $8.66 vs. prior year $10.17.
- ·Remaining share repurchase authorization: $306.3M as of March 31, 2026.
- ·Owns 253 dealerships, 313 franchises, 32 collision centers offering 36 brands.
30-04-2026
Garrett Motion Inc. reported Q1 2026 net sales of $985 million, up 12% YoY from $878 million, with gross profit rising 10% to $196 million and net income surging 53% to $95 million driven by higher sales and operational efficiencies. Operating cash flow strengthened to $98 million from $56 million YoY, but cash and equivalents declined to $142 million from $177 million QoQ amid $87 million in share repurchases and $16 million dividends. SG&A expenses remained flat at $58-59 million YoY, while total liabilities decreased slightly to $3,154 million.
- ·Capex expenditures $29 million in Q1 2026 vs $26 million YoY.
- ·Accounts receivable increased to $810 million from $703 million QoQ.
- ·Accounts payable rose to $1,077 million from $1,061 million QoQ.
- ·Total assets stable at $2,373 million vs $2,367 million QoQ.
- ·Treasury stock at cost increased to $625 million from $520 million QoQ due to repurchases.
30-04-2026
Rockwell Medical, Inc. (RMTI) DEF 14A proxy statement discloses 2025 stock option grants to NEOs Mark Strobeck (308,000 options at $1.07/share, fair value $249,732), Jesse Neri (195,000 options at $1.07/share, fair value $158,109), and Megan Timmins (195,000 options at $1.07/share, fair value $158,109), approved post-stockholder increase in equity plan shares, with stock price declining 3.85% following disclosure. The filing details executive stock ownership guidelines (CEO: 3x base salary), insider trading/anti-hedging/anti-pledging policies, and updated clawback policy. Termination provisions provide severance (1-1.5x salary + benefits) and equity acceleration for CEO and other NEOs upon without cause/Good Reason or change in control.
- ·Stock ownership guidelines require CEO to hold shares worth 3x base salary by fifth anniversary.
- ·Clawback policy applies to incentive compensation received on/after Oct 2, 2023, recoverable post-restatement.
- ·Anti-hedging/anti-pledging prohibits directors/execs from pledging shares or hedging transactions.
30-04-2026
Hyatt Hotels Corporation reported strong Q1 2026 results with comparable system-wide hotels RevPAR up 5.4% YoY, all-inclusive resorts Net Package RevPAR up 7.4% YoY, gross fees up 8.6% to $333 million, and Adjusted EBITDA up 2.1% to $266 million. However, owned and leased segment Adjusted EBITDA decreased $2 million YoY after adjusting for 2025 asset sales, distribution segment Adjusted EBITDA declined due to hurricane impacts, security concerns in Mexico, and lower demand, while geopolitical issues in the Middle East negatively impacted RevPAR by 50 bps. Full-year 2026 outlook projects system-wide RevPAR growth of 2.0-4.0%, net rooms growth of 6.0-7.0%, and Adjusted EBITDA of $1,155-1,205 million, up 13-18% after adjustments.
- ·Diluted EPS $0.40 and Adjusted Diluted EPS $0.63 for Q1 2026
- ·Board declared Q2 2026 dividend of $0.15 per share, payable June 11, 2026 to shareholders of record May 29, 2026
- ·Full-year 2026 net income outlook $255-350 million
- ·Full-year 2026 gross fees outlook $1,305-1,335 million, up 9-11% vs 2025 $1,198 million
- ·Full-year 2026 capital returns to shareholders $325-375 million
- ·Conference call held April 30, 2026 at 9:00 a.m. CT
30-04-2026
FS KKR Capital Corp (FSK) filed DEFA14A definitive additional proxy materials on April 30, 2026, for its 2026 Annual Meeting on June 18, 2026. Shareholders of record as of April 23, 2026, are eligible to vote by June 17, 2026, via ProxyVote or phone. No financial metrics or performance data are disclosed in this proxy solicitation notice.
- ·Control Number example: 0123456789012345
- ·ProxyVote phone: 800.690.6903
30-04-2026
Altria reported strong Q1 2026 results with adjusted diluted EPS of $1.32, up 7.3% YoY, net revenues of $5,428 million, up 3.2%, and revenues net of excise taxes of $4,758 million, up 5.3%; the company also repurchased $280 million in shares and paid $1.8 billion in dividends while reaffirming full-year adjusted diluted EPS guidance of $5.56 to $5.72 (2.5% to 5.5% growth from 2025 base of $5.42). However, smokeable products domestic shipment volume declined 2.3% with cigarettes down 2.4% (adjusted -4%), Marlboro retail share fell 1.4 pp to 39.7%, and oral tobacco products shipment volume dropped 3.1% (adjusted -8.5%) amid share losses including on! down 0.8 pp to 7.8%. Adjusted OCI margins improved slightly in smokeables (+0.7 pp to 65.1%) but declined in oral products (-1.8 pp to 67.4%), reflecting higher promotional investments and volume pressures.
- ·Share repurchase program: $2 billion total, expires December 31, 2026.
- ·Conference call webcast: April 30, 2026 at 9:00 a.m. Eastern Time.
- ·Full-year guidance contemplates moderated e-vapor growth, no NJOY ACE return, and progressive cigarette import/export increase.
- ·Smokeable products adjusted OCI margins: 65.1% (+0.7 pp YoY).
- ·Oral tobacco industry volume +9.5% for six months ended March 31, 2026, driven by nicotine pouches (58.1% of category, +9.1 pp).
- ·2025 Q1 special items included $873M e-vapor goodwill impairment ($0.52/share).
30-04-2026
Eli Lilly reported Q1 2026 revenue of $19.8 billion, up 56% YoY from $12.7 billion, driven by 65% volume growth primarily from Mounjaro ($8.7B, +125%) and Zepbound ($4.2B, +80%), though partially offset by 13% lower realized prices overall. Reported EPS rose 170% to $8.26 and non-GAAP EPS 156% to $8.55, with raised FY2026 guidance to $82.0-85.0 billion revenue (from $80-83B prior) and $35.50-37.00 non-GAAP EPS; however, gross margin as % of revenue declined 0.6pp to 81.9%, R&D expenses increased 28% to $3.5 billion, and IPR&D charges were $584 million versus $1.6 billion prior year. Key highlights include FDA approval of Foundayo and acquisitions of Orna Therapeutics, Centessa, Kelonia, and Ajax Therapeutics.
- ·U.S. revenue increased 43% to $12.1 billion, outside U.S. +81% to $7.7 billion but with 25% lower realized prices ex-U.S.
- ·Acquired IPR&D charges $584M in Q1 2026 vs. $1.6B in Q1 2025 (primarily Scorpion Therapeutics' STX-478).
- ·Asset impairment, restructuring and other special charges $279M in Q1 2026 (litigation-related).
- ·Jardiance revenue outside U.S. included one-time benefits of $250M in Q1 2026 vs. $370M in Q1 2025.
- ·Planned Investment Community Meeting for December 7, 2026.
- ·U.S. FDA approval of Foundayo for adults with obesity or overweight with weight-related medical problems.
30-04-2026
CCC Intelligent Solutions Holdings Inc. reported Q1 2026 revenue of $281.3 million, up 12% YoY from $251.6 million, with adjusted EBITDA increasing 21% to $120.2 million and margin expansion of approximately 300 basis points to 43%. GAAP operating income swung to $48.8 million from a $10.7 million loss, and adjusted operating income rose to $106.8 million. However, cash from operations slightly declined to $57.5 million from $58.5 million, free cash flow fell to $41.6 million from $43.6 million, and cash balances dropped to $36.9 million amid $400 million in share repurchases.
- ·Q2 2026 guidance: Revenue $283.0M to $285.0M; Adjusted EBITDA $111.0M to $113.0M.
- ·FY 2026 guidance: Revenue $1.155B to $1.163B; Adjusted EBITDA $484.0M to $490.0M.
- ·Added John Schweitzer to Board of Directors.
- ·Expanded relationship with top-five insurer (by 2024 direct premiums) via multi-year agreement for APD and AI solutions.
- ·Signed multi-year Casualty platform agreement with another top-five insurer; prior top-six insurer decision in Q4 2025.
- ·$100M remaining under $500M share repurchase authorization.
- ·Cash and cash equivalents decreased to $36.9M from $111.2M at Dec 31, 2025.
30-04-2026
Garrett Motion reported Q1 2026 net sales of $985 million, up 12% reported (6% constant currency) from $878 million in Q1 2025, with Adjusted EBIT of $151 million (15.3% margin) up from $131 million (14.9% margin) and Adjusted free cash flow of $49 million up from $36 million. However, gross profit margin declined slightly to 19.9% from 20.4%, and available liquidity decreased to $772 million from $807 million at year-end 2025. The company raised its full-year 2026 outlook for net sales to $3.6-3.9 billion (from $3.6-3.8 billion), declared a $0.08 per share dividend, and repurchased $87 million in shares.
- ·Board declared cash dividend of $0.08 per share, payable June 15, 2026 to shareholders of record June 1, 2026.
- ·Remaining share repurchase capacity of $163 million as of March 31, 2026.
- ·Full-year 2026 outlook raised: Adjusted EBIT $520-600M (prior $520-570M), Adjusted FCF $355-475M (prior $355-455M).
30-04-2026
Bicycle Therapeutics reported Q1 2026 results with cash and equivalents of $559.5 million (down from $628.1 million at Dec 31, 2025), collaboration revenue of $0.9 million (down 91% YoY from $10.0 million), R&D expenses of $48.9 million (down 17% YoY), G&A of $17.5 million (down 17% YoY), and flat net loss of $60.8 million YoY. Positive clinical updates include nuzefatide pevedotin showing 40% confirmed ORR (4/10 EphA2+ mUC patients) with nivolumab and promising PDAC preclinical data, while Duravelo-2 initial data for zelenectide pevedotin showed BICR-confirmed ORR of 58% (62% post-cutoff). Strategic reprioritization involves discontinuing Duravelo-3/4 trials, 30% workforce reduction to cut operating expenses by 50%, and extending cash runway into 2030.
- ·Nuzefatide Phase 1/2: 6.5 mg/m2 Q2W + nivolumab 480 mg Q4W; no Grade ≥3 TRAEs of clinical interest, one Grade 3 fatigue DLT.
- ·Phase 2 nuzefatide PDAC trial: preferred dose 8 mg/m2 Q2W; first patient dosed April 2026.
- ·Duravelo-2: zelenectide 6 mg/m2 (two weeks on, one week off); one patient discontinued due to TRAE at 27-week cutoff.
- ·AACR Annual Meeting 2026 presentations on nuzefatide and EphA2 BIA; ASCO Annual Meeting May 29 - June 2, 2026 for Duravelo-2 data.
- ·Strategic reprioritization initiated March 2026; enrollment closed for Duravelo-3/4, patients to complete treatment.
30-04-2026
Bicycle Therapeutics PLC reported collaboration revenue of $887 thousand for Q1 2026, a 91% YoY decline from $9,977 thousand primarily due to no contributions from Novartis and Genentech, while Bayer revenue ticked up slightly to $887 thousand. Operating expenses fell 17% YoY to $66,369 thousand, driven by lower R&D ($48,901 thousand, -17%) and G&A ($17,468 thousand, -17%), resulting in a modestly improved operating loss of $65,482 thousand versus $70,204 thousand prior year. Net loss was nearly flat at $60,825 thousand, with cash and equivalents decreasing QoQ to $559,474 thousand from $628,110 thousand amid $65,925 thousand used in operations (improved from $86,370 thousand YoY).
- ·Bayer collaboration deferred revenue ending balance $33,359 thousand as of March 31, 2026.
- ·Share-based compensation expense $6,930 thousand for Q1 2026, down from $9,605 thousand YoY.
- ·Weighted average ordinary shares outstanding 69,683,471 for Q1 2026.
30-04-2026
Altria Group reported Q1 2026 net revenues of $5,428 million, up 3.2% YoY from $5,259 million, with operating income rising 65.3% to $2,956 million and net earnings more than doubling 102.7% to $2,183 million, primarily due to the absence of a $873 million goodwill impairment from the prior year. However, net cash provided by operating activities declined 14.6% YoY to $2,324 million, cash and equivalents fell 21.1% QoQ to $3,531 million from $4,474 million, and total assets decreased 1.2% QoQ to $34,584 million. The company repurchased $280 million in common stock and declared dividends of $1.06 per share.
- ·No goodwill impairment in Q1 2026 vs. $873 million in Q1 2025
- ·Dividends declared at $1.06 per share in Q1 2026 (vs. $1.02 in Q1 2025)
- ·Long-term debt repaid $1,069 million in Q1 2026
- ·Stockholders’ equity deficit improved to $(3,161) million from $(3,452) million QoQ
30-04-2026
Stagwell Inc. reported Q1 2026 revenue of $704 million, up 8% YoY, net revenue of $585 million up 4% YoY in line with budget, and Digital Transformation net revenue of $97 million up 9% YoY with a two-year organic growth stack of 22%. Adjusted EBITDA increased 9% to $90 million with a 15% margin, adjusted EPS grew 31% to $0.17, and net new business hit a record $141 million. However, net loss attributable to common shareholders widened to $13 million from $3 million YoY, EPS loss deepened to $(0.05) from $(0.04), and YTD net cash used in operating activities was $26 million despite a $34 million YoY improvement.
- ·Reiterated 2026 guidance: Total Net Revenue growth 8% to 12%, Adjusted EBITDA $475M to $525M, Free Cash Flow Conversion 50% to 60%, Adjusted EPS $0.98 to $1.12
- ·Video webcast on April 30, 2026 at 8:30 a.m. ET
- ·LTM Net New Business of $486 million
30-04-2026
Moving iMage Technologies, Inc. appointed Bart Bedard as Chief Financial Officer effective April 27, 2026, reporting to Francois Godfrey, President & COO, with responsibilities including financial operations, SEC compliance, and process automation. Compensation includes a $200,000 annual base salary, $10,000 signing bonus, 75,000 stock options (25% vesting immediately, remainder over three years), and benefits like 401(k), healthcare, and four weeks vacation. Transition support from Bill Greene is planned through Q3 close (March 31), Q1 10-Q (mid-May), and 10-K (October 2026).
- ·Stock options include immediate 25% vesting and remaining 75% in equal annual installments over three years; full vesting upon change of control.
- ·Signing bonus subject to pro-rata repayment if voluntary resignation within 12 months.
- ·Transition: Bill Greene active through Q3 close (March 31), part-time through Q1 10-Q (mid-May), light advisory through 10-K (October 2026).
30-04-2026
CCC Intelligent Solutions Holdings Inc. announced that Brian Herb, Executive Vice President and Chief Financial & Administrative Officer, will depart effective May 25, 2026, with Rodney Christo, Senior Vice President of Finance & Chief Accounting Officer with over 30 years at CCC, assuming the interim CFO role for continuity. Q1 2026 financial results showed revenue of $281.3 million, up 12% YoY from Q1 2025, and adjusted EBITDA of $120.2 million, up 21% YoY from $99.1 million. No declines or flat metrics were reported, supporting ongoing growth amid the leadership transition.
- ·Brian Herb will continue to support the company as an advisor post-departure.
- ·Rodney Christo has served CCC in positions of increasing responsibility for more than 30 years.
30-04-2026
Cellectar Biosciences, Inc. (CLRB) filed a 10-K/A on April 30, 2026, amending the cover page to update the number of ordinary shares outstanding and remove the statement that information is being incorporated by reference from the definitive proxy statement. The exhibit index lists various corporate governance documents incorporated by reference from prior SEC filings, including a 2011 merger agreement and multiple amendments to the certificate of incorporation and bylaws up to June 25, 2025.
30-04-2026
State of New Jersey Common Pension Fund A filed its 13F-HR holdings report as of March 31, 2026, on April 30, 2026, disclosing sole ownership positions in three securities. Key holdings include Blue Owl Capital Corporation with a fair market value of $168,818,435 thousand (15,263,873 shares), Blue Owl Capital Inc Class A with $32,464,180 thousand (3,555,770 shares), and TPG RE Fin Tr Inc with $24,594,846 thousand (3,149,148 shares). The filing provides a snapshot of these positions with no prior period data or changes indicated.
- ·Filing CIK: 0001483262
- ·Conformed period end: March 31, 2026
- ·SEC file number: 028-13665
30-04-2026
MoneyHero Ltd reported total revenue of $73.4M for FY2025, down 7.7% YoY from $79.5M in FY2024, driven by a 10.8% decline in internet leads generation to $63.5M, though insurance commissions rose 32.2% to $6.9M. Net loss narrowed sharply to $5.2M from $37.8M YoY amid lower costs and expenses ($79.4M vs $119.7M), but total assets fell 5.2% to $76.6M and shareholders' equity dropped 18.3% to $39.4M, with cash equivalents decreasing 26.7% to $31.2M.
- ·Operating cash flow improved to $(10.2M) from $(24.9M) YoY, a 58.8% reduction in burn.
- ·Investing and financing cash flows remained flat YoY at around $(0.3M) and $(0.7M) respectively.
- ·PRC subsidiaries subject to 10% reserve fund requirement on after-tax profits and 10% withholding tax on foreign dividends.
- ·Intercompany transfers include $27.4M working capital loan from MHL to CAGL and $40.0M transfer of listing proceeds from CGCL to MHL.
30-04-2026
Telomir Pharmaceuticals, Inc. announced FDA clearance of its IND application for lead product candidate Telomir-Zn to treat advanced or metastatic triple-negative breast cancer. The company plans to initiate a first-in-human Phase 1/2 clinical trial in the first half of 2026, anchored by a leading U.S. academic medical center, with enrollment of approximately 76 patients. The trial includes dose-escalation in Phase 1 and dose-expansion in Phase 2, evaluating safety, efficacy endpoints like ORR, and biomarkers related to epigenetics and telomere biology.
- ·IND submission included preclinical pharmacology, toxicology, pharmacokinetic data, manufacturing info, and Phase 1/2 protocol.
- ·Phase 1 evaluates safety, tolerability, PK/PD, preliminary antitumor activity, and determines recommended Phase 2 dose.
- ·Phase 2 primary endpoint: objective response rate (ORR); secondary: DoR, PFS, OS.
- ·Translational biomarker program assesses epigenetic modulation, DNA methylation, gene expression, telomere dynamics.
30-04-2026
Groupe des Assurances du Credit Mutuel filed a 13F-HR report on April 30, 2026, disclosing its equity holdings as of March 31, 2026, with a total portfolio value of $202,384,441 across five positions. Key holdings include Stellantis N.V. at $71,281,577 (10,053,819 shares), Ferrari NV at $62,613,250 (185,000 shares), and Microsoft Corp at $34,647,912 (93,600 shares). No changes in holdings or voting authority were reported (all defined with sole discretion).
- ·Filing CIK: 0002056266
- ·SEC File Number: 028-25255
- ·Report period end: March 31, 2026
- ·All holdings reported as SH DFND (shares, defined, sole voting authority)
30-04-2026
State of New Jersey Common Pension Fund E filed its 13F-HR report on April 30, 2026, for the quarter ended March 31, 2026, disclosing a holding of 6,270,099 shares of Blue Owl Technology Fin Corp common stock with sole voting power. The fair market value of this position was reported as $77,686,527. No other holdings or changes were detailed in the provided filing content.
- ·CUSIP for holding: 095924106
- ·Filer CIK: 0001483260
- ·SEC File Number: 028-13669
30-04-2026
CCC Intelligent Solutions Holdings Inc. reported Q1 2026 revenue of $281,274 up 11.8% YoY from $251,565, with gross profit rising 13.0% to $208,879 and operating income swinging to a profit of $48,817 from a $10,699 loss, driving net income of $15,417 versus a $18,697 loss. However, cash and equivalents dropped sharply 66.8% QoQ to $36,900 from $111,192 due to $100,166 in common stock repurchases, leading to a decline in total assets to $3,470,788 from $3,573,432 and stockholders' equity to $1,721,150 from $1,787,010. Operating cash flow was slightly down 1.8% YoY at $57,461.
- ·Weighted-average basic shares: 587,380,660 (Q1 2026) vs 636,832,216 (Q1 2025)
- ·Total operating expenses declined to $160,062 from $195,691 YoY due to lower R&D ($52,524 vs $61,763), selling & marketing ($39,418 vs $48,297), and G&A ($49,608 vs $67,119)
- ·EvolutionIQ acquisition in Q1 2025: total purchase price $674,267 (historical)
- ·Note payable to minority investor increased to $25,953 from $25,197 QoQ
30-04-2026
Choice Hotels International reported record Q1 2026 total revenues of $340.6 million, up from $333 million in Q1 2025, with revenue excluding reimbursable costs increasing 3% to $216.7 million and U.S. royalty rate expanding 11 basis points to 5.22%. However, net income declined to $20.3 million from $45 million, adjusted EBITDA decreased to $125.7 million from $129.6 million, and global RevPAR fell 0.8% YoY amid a 2.3% U.S. RevPAR drop (1.8% growth ex-hurricane impact). Global net rooms grew 1.7% to 658,348, driven by 13.0% international growth, though U.S. net rooms declined 1.5% to 497,881.
- ·U.S. room openings increased 32% YoY to five-year Q1 high, while exits declined to lowest since 2023.
- ·International net rooms grew 13.0% to 160,467, with 59% increase in room openings.
- ·Net debt-to-adjusted EBITDA ratio was 3.2x for TTM ended Mar 31, 2026.
- ·Full-year 2026 outlook maintained: Adjusted EBITDA $632-647M, global net rooms growth ~1%, U.S. royalty rate mid-single digits growth.
30-04-2026
Cyclerion Therapeutics, Inc. (CYCN) filed a 10-K/A on April 30, 2026, providing updated details on equity compensation plans approved by security holders. The plans include 297,762 securities to be issued upon exercise of outstanding options, warrants, and rights at a weighted-average exercise price of $149.75, with 382,900 securities remaining available for future issuance under these plans. There are no equity compensation plans not approved by security holders.
30-04-2026
Clipper Realty Inc. (CLPR) filed a DEFA14A definitive additional proxy materials on April 30, 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 financial or operational details are provided in the header content.
- ·Filing Type: DEFA14A (Definitive Additional Materials)
- ·Filed by the Registrant
30-04-2026
Monolithic Power Systems reported Q1 2026 revenue of $804.2 million, up 7.1% QoQ from $751.2 million and 26.1% YoY from $637.6 million, with strong growth in Enterprise Data (+97.7% YoY to $262.8 million) and Communications (+55.5% YoY to $111.5 million). However, Storage & Computing declined 7.5% YoY to $174.4 million, Consumer dropped 17.5% QoQ and 4.2% YoY to $54.5 million, and Industrial fell 11.2% QoQ to $48.6 million, while Automotive was nearly flat at +0.9% QoQ. GAAP net income increased to $193.2 million ($3.92 diluted EPS) and non-GAAP to $251.3 million ($5.10 diluted EPS), with gross margins remaining flat around 55%.
- ·Q2 2026 revenue outlook: $890 million to $910 million.
- ·Q1 2026 cash, cash equivalents, and short-term investments: $1,367.1 million, up from $1,256.5 million in Q4 2025.
- ·Q1 2026 GAAP operating expenses: $203.9 million, down 4.9% QoQ; non-GAAP: $158.3 million, up 7.0% QoQ.
- ·Non-GAAP tax rate: 15.0%, flat QoQ and YoY.
- ·Days of Inventory using next quarter projected revenue: 140 days in Q1 2026, down from 143 days in Q4 2025.
30-04-2026
HBNB's 20-F annual report discloses significant risks including a cash ratio below 1.0 exposing the company to liquidity risk, project cost and completion challenges with potential sales cancellations, high competition in the hospitality industry, vulnerability to economic downturns in travel, and multiple related-party transactions. While the company faces these headwinds, it has expanded pre-sales efforts by leasing new marketing showrooms in Dubai on September 18, 2024, Hong Kong on October 16, 2024, and Taiwan on December 1, 2024. No period-over-period financial metrics are provided in the excerpt.
- ·Risk of customer default from deferred payment schemes.
- ·Exposure to land acquisition competition and land bank management risks.
- ·Potential need to dedicate significant cash flow to debt principal and interest payments.
- ·Complexities in foreign tax systems, VAT, and repatriation restrictions.
30-04-2026
Nelnet, Inc. disclosed under Regulation FD that its wholly-owned subsidiary, Nelnet Bank, filed its Consolidated Reports of Condition and Income (Call Report, FFIEC 051) for the quarter ended March 31, 2026, with the FDIC on April 29, 2026. The publicly available portions of the Call Report can be accessed on the FDIC's website at https://cdr.ffiec.gov/Public/. This information is not deemed filed under the Exchange Act.
- ·Call Report form: FFIEC 051 for a Bank with Domestic Offices Only and Total Assets Less than $5 Billion
- ·SEC Form 8-K filed on April 30, 2026, reporting event of April 29, 2026
- ·Information not incorporated by reference or deemed filed under Section 18 of the Exchange Act
Get daily alerts with 12 investment signals, 10 risk alerts, 10 opportunities and full AI analysis of all 50 filings
More from: S&P 500 Consumer Staples Sector SEC Filings
🇺🇸 More from United States
View all →April 23, 2026
US Pre-Market SEC Filings Roundup — April 23, 2026
US Pre-Market SEC Filings Roundup
April 23, 2026
General Federal Contracts — April 23, 2026
General Federal Contracts
April 23, 2026
DOE Energy Grants — April 23, 2026
DOE Energy Grants
April 23, 2026
High-Value Federal Grants ($5M+) — April 23, 2026
High-Value Federal Grants ($5M+)