Simply Good Foods Company (SMPL) reported earnings on Thur 9 Apr 26 (b/o)

• Sector: Consumer Defensive
• Industry: Packaged Foods
• Full Time Employees: 328
• Incorporated in 2017 
• Headquartered in Denver, Colorado
• https://www.thesimplygoodfoodscompany.com

The maker of Atkins diet meals tumbled 19% after reported fiscal second quarter revenue and adjusted earnings before interest, taxes, depreciation and amortization, and fiscal third quarter guidance for revenue and EBITDA, fell far short of Wall Street consensus estimates, according to FactSet data.

Simply Good Foods beats by $0.05, misses on revs; guides Q3 revs below consensus; guides FY26 revs below consensus 

• Reports Q2 (Feb) earnings of $0.45 per share, excluding non-recurring items, $0.05 better than the FactSet Consensus of $0.40; revenues fell 9.4% year/year to $326.01 mln vs the $345.36 mln FactSet Consensus.
• Co issues downside guidance for Q3, sees Q3 revs of $329-$338 mln vs. $379.97 mln FactSet Consensus.
• Co issues downside guidance for FY26, sees FY26 revs of $1.31-$1.35 bln vs. $1.44 bln FactSet Consensus. Adjusted EBITDA expected to range between $217 to $225 million, or -22% to -19% yr/yr.

• Retail takeaway slowed sharply; company-estimated consumption down 6.4% versus Q1’s stronger trends.
• Quest grew 2.4% with chips up 14%, but bar baseline velocities weakened.
• Atkins consumption fell 23.4% on distribution losses and prior pullback in marketing support.
• OWYN down 2.4%; product quality issues and poor velocities triggering expected distribution losses.

• Main concern: execution risk around multi-brand turnaround while protein input costs remain elevated.
• Weak quarter, driven by broad volume declines, margin compression, and brand execution issues.

Once Upon a Farm (OFRM) reported earnings on Thur 12 March 26 (a/h)

 

Once Upon a Farm beats Q4 estimates with EPS $0.11, revenue $64.0M, net sales up 30%, guides 2026 growth 25%-29%

• Q4 2025 results include a swing to profit for Once Upon a Farm PBC.
• Company also announces full-year 2025 results in addition to Q4 2025 performance highlighted in the release.
• 2026 outlook includes Adjusted EBITDA guidance in a range of $2 million to $4 million.

Alliance Laundry Holdings (ALH) reported earnings on Thur 12 March 26 (b/o)

 

ALH

Alliance Laundry Systems beats by $0.01, beats on revs; guides FY26 revs in-line

• Reports Q4 (Dec) earnings of $0.24 per share, excluding non-recurring items, $0.01 better than the FactSet Consensus of $0.23; revenues rose 10.1% year/year to $434.9 mln vs the $419.91 mln FactSet Consensus.
• Co issues in-line guidance for FY26, sees FY26 revs of +5-7% yr/yr to ~$1.78-1.83 bln vs. $1.8 bln FactSet Consensus.

Alliance Laundry Systems -10% trades to new post-IPO low as top line growth slows in FY26 

• Alliance Laundry Systems (ALH) is still early in its life as a public company, and today's sell-off suggests investors were hoping for stronger growth signals following its October 2025 IPO.
• While the company delivered modest EPS upside and more meaningful revenue upside for Q4, the bigger focus appears to be on the outlook. FY26 revenue growth guidance of +5-7% represents a notable slowdown from the +13% growth delivered in FY25, and that deceleration is catching investor attention, particularly since last year's gains were largely organic rather than acquisition-driven.
• Management continues to emphasize the durability of the commercial laundry market, noting that laundry services are a non-discretionary part of everyday life and tend to perform consistently across economic cycles. That stability is one reason the company believes its business offers dependable long-term growth and downside protection.
• At the same time, Alliance Laundry highlights its leadership position as the largest pure-play commercial laundry equipment manufacturer globally, supported by brands such as Speed Queen and UniMac, along with a global manufacturing and engineering footprint spanning three continents.
• Even so, investors appear to be taking a cautious stance as the company adjusts to public market expectations. The narrative around scale advantages and strong customer demand remains intact, but the guidance implies that growth is normalizing following a particularly strong FY25. As a relatively new public company, Alliance Laundry may need to deliver a few more quarters of consistent execution before investors grow comfortable with its longer-term growth trajectory.

Viant Technology (DSP) reported earnings on Wed 11 March 26 (a/h)

Viant was launched by brothers Tim, Chris and Russ Vanderhook in 1999. The company acquired social networking company Myspace in 2011. Later that year it helped start connected TV platform Xumo, which was acquired by Comcast in 2020.

• Sector: Technology
• Industry: Software - Application
• https://www.viantinc.com
• Founded in 1999
• Headquartered in Irvine, CA

IPO Feb 10, 21; ticker DSP

Chris and Tim Vanderhook, COO and CEO of Viant

Viant posts record Q4 2025 with EPS $0.31 (+210% YoY) and revenue $64.6M (+19% YoY), beating guidance and estimates, launches AI Outcomes product

• Q4 revenue and contribution ex-TAC beat guidance, with ex-political growth accelerating sharply.
• Full-year 2025 revenue and adjusted EBITDA exceeded guidance with high-teens growth and nearly 250 bps EBITDA margin expansion.
• Upbeat Q1 2026 guide implies ~20% revenue growth but slower Q4-like momentum seasonally.
• Management expects sequential growth acceleration through 2026 from new clients, Outcomes, and political.

The company, which has about 300 employees, competes with players like The Trade Desk and with part of Google’s ad tech business. The software is used by marketers and their ad agencies to centralize buying, planning and measurement of advertising across channels like desktop, mobile, connected TV, streaming audio and digital billboards.

Galaxy Digital (GLXY) reported earnings on Tue 3 Feb 26 (b/o)

• Galaxy Digital reports fiscal Q4 2025 results with non-GAAP EPS of -$1.08 and revenue of $10.2B, missing estimates; an SEC filing also shows a Q4 net loss of $482M, a full-year 2025 net loss of $241M, and equity capital up 38% to $3.0B as of year-end 2025.

  

Scholar Rock (SRRK) reported Q3 earnings on Fri 14 Nov 25 (b/o)

Scholar Rock Holding Corp. is a biopharmaceutical company.

• Sector: Healthcare
• Industry: Biotechnology
• Full Time Employees: 128
• Founded by Timothy A. Springer and Leonard I. Zon in  2012
• Headquartered in Cambridge, Massachusetts.
• https://www.scholarrock.com

 

The company announced the results of its earnings performance in the third quarter of the year, where it widened its net loss by 58 percent to $102 million from $64.5 million in the same period last year, pulled down by a 60 percent higher operating loss of $103.5 million versus $64.78 million year-on-year.

Scholar Rock investor sentiment was boosted by the progress of its drug candidate for spinal muscular atrophy (SMA).

In an updated report, Scholar Rock Holding Corp. (NASDAQ:SRRK) said that it completed “constructive and collaborative” in-person meeting with the Food and Drug Administration last Wednesday, November 12, for its biologics license application of apitegromab.

Scholar Rock Holding Corp.  said BLA resubmission and US launch is anticipated by next year.

Additionally, it said that it targets to secure the approval of the European Medicines Agency (EMA) to sell apitegromab to Europe by mid 2026.

Figure Technology Solutions (FIGR) reported Q3 earnings on Thur 13 Nov 25 (a/h)

• Strong Q3 2025 earnings beat, with net income tripling year-over-year, fueled the 21.62% intraday gain

 

Figure Technology Solutions released its Q3 2025 results after market close on November 13, revealing earnings per share of $0.34, surpassing analyst estimates, alongside revenue of $156.37 million driven by robust growth in its tokenized consumer loan marketplace. Net income soared nearly 227% to approximately $90 million, while adjusted EBITDA climbed 75% to $86 million, highlighting the success of its blockchain-based lending platform amid expanding partnerships and marketplace volumes. The earnings call on November 14 at market open amplified positive forward guidance on SMB lending and tokenization initiatives, prompting investor enthusiasm and high trading volume that propelled the sharp price advance during regular hours.

Relay Therapeutics (RLAY) reported Q3 earnings on Thur 6 Nov 25 (a/h)

Relay Therapeutics is a clinical-stage, small molecule precision medicine company developing potentially life-changing therapies for patients living with cancer and genetic disease.

• It reported third quarter 2025 financial results today, including a net loss of $74.1 million, and announced the appointment of Lonnel Coats and Habib Dable to its Board of Directors.

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Intellia Therapeutics (NTLA) reported Q3 earnings on Thur 6 Nov 25 (a/h)

Intellia Therapeutics announced third quarter 2025 financial results and provided updates on its MAGNITUDE and MAGNITUDE-2 Phase 3 trials, including the recent patient death and ongoing FDA clinical hold, with a conference call scheduled for today at 6:00 p.m. ET.

 

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Arcutis Biotherapeutics (ARQT) reported earnings on Tue 28 Oct 25 (b/o)

• Arcutis Biotherapeutics reports Q3 2025 results with $99.2M in ZORYVE sales, $7.4M net income, issues 2026 revenue guidance, and outlines growth strategy at Investor Day presentation.

Arcutis Biotherapeutics, Inc., a biopharmaceutical company, focuses on developing and commercializing treatments for dermatological diseases. Its lead product is ZORYVE, a topical roflumilast cream for the treatment of plaque psoriasis and atopic dermatitis. 

The company was formerly known as Arcutis, Inc. and changed its name to Arcutis Biotherapeutics, Inc. in October 2019. 

• Sector: Healthcare
• Industry: Biotechnology
• Full Time Employees: 342
• Incorporated in 2016 
• Headquartered in Westlake Village, California.
• https://www.arcutis.com

IPO: Jan 31, 2020

Ticker: ARQT

 

 

 

 

Arcutis Biotherapeutics announces third quarter 2025 results; provides initial 2026 full year net product sales guidance of $455-$470 mln

WESTLAKE VILLAGE, Calif., Oct. 28, 2025 (GLOBE NEWSWIRE) -- Arcutis Biotherapeutics, Inc. (Nasdaq: ARQT), a commercial-stage biopharmaceutical company focused on developing meaningful innovations in immuno-dermatology, today outlined its strategy to achieve sustainable growth and reported financial results for the quarter ended September 30, 2025.

Life360 (LIF) reported earnings on Mon 12 May 25 (a/h)

 Life360 provides technology for tracking family, pets and valuables. The company sells Tile-brand tracking devices.

• Sector: Technology
• Industry: Software - Application
• Full Time Employees: 455
• Incorporated in 2007
• Headquartered in San Mateo, California
• https://intl.life360.com 

ticker: LIF

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ticker: LIF

IPO: June 6, 2024

Life360 (LIF) — a provider of tracking services for family, pets and valuables — late Monday beat Wall Street's revenue estimate for the first quarter but came up short on total users. Its full-year sales guidance also was light. Life360 stock fell in extended trading.

The San Mateo, Calif.-based company said it earned 5 cents a share on sales of $103.6 million in the March quarter. In the year-earlier period, it lost 14 cents a share on sales of $78.2 million. Analysts polled by FactSet had expected sales of $101.4 million in the first quarter.

Life360 ended the period with 83.7 million global monthly active users, up 26% year over year. However, analysts were expecting 84.5 million.

The company also added 137,000 accounts to its subscription offering, ending the period with 2.4 million Paying Circles worldwide. A Paying Circle is a group of Life360 members with a paying subscription.

Life360 describes itself as a "family connection and safety company." It sells Tile-brand tracking devices and subscription services for families to keep track of loved ones and valuable items like purses, wallets, car keys and bikes.

===Net Power (NPWR) reported earnings on Mon 10 March 25 (b/o)

NET Power Inc. operates as a clean energy technology company. The company invents, develops, and licenses clean power generation technology.   

Sector: Industrials

Industry: Specialty Industrial Machinery

Full Time Employees: 43

Founded in 2010 

Headquartered in Durham, North Carolina

https://www.netpower.com

IPO: Jun 9, 2023 via merger with special purpose acquisition company (SPAC) Rice Acquisition Corp II (RAC II).

GeneDx (WGS) reported earnings on Tue 18 Feb 25 (b/o)

• Sema4 (SMFR); IPO 23 Jul 21; rebranded GeneDx (WGS)  (January 10, 2023)

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Strong Beat, Guidance: This provider of exome and genome tests is a play on the shift toward personalized medicine and earlier intervention.

During the fourth quarter, GeneDx earned an adjusted 77 cents per share, obliterating forecasts for 16 cents, according to FactSet. Earnings flipped from a year-earlier loss of 49 cents. Sales grew almost 65% to $95.6 million, well ahead of calls for $82.2 million.

GeneDx also guided to $350 million to $360 million in full-year sales. The low end of the outlook easily beat analysts' forecast for $340.4 million.

GeneDx uses AI to provide genomics-related diagnostic testing.

GeneDx provides whole genome and exome sequencing to help identify rare diseases, primarily in children. The genome includes all the DNA in the body, while reading the exome involves looking at only the protein-coding genes.

When performed early, genetic testing can lead to answers that help avoid what Chief Executive Katherine Stueland calls a "diagnostic odyssey." The company only tests for diseases where there is a solution — a clinical study, a dietary change or a treatment.

Ecovyst (ECVT) reported earnings on Thur 31 Oct 24 (b/o)

The company was formerly known as PQ Group Holdings Inc. and changed its name to Ecovyst Inc. in August 2021.

• Sector(s): Basic Materials
• Industry: Specialty Chemicals
• Full Time Employees: 911
• Founded in 1831 
• Headquartered in Malvern, Pennsylvania
• https://www.ecovyst.com

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Day One (DAWN) reported earnings on Wed 30 Oct 24 (a/h)

ticker: DAWN

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BRISBANE, Calif., Oct. 30, 2024 (GLOBE NEWSWIRE) -- Day One Biopharmaceuticals, Inc. (Nasdaq: DAWN) (“Day One” or the “Company”), a biopharmaceutical company dedicated to developing and commercializing targeted therapies for people of all ages with life-threatening diseases, today announced its third quarter 2024 financial results and highlighted recent corporate achievements.

Achieved $20.1 million in OJEMDATM (tovorafenib) net product revenue.

Ended the third quarter with $558.4 million in cash, cash equivalents and short-term investments.

Program Highlights

• Strong growth in OJEMDA net revenue with $20.1M in the third quarter of 2024, representing a 145% increase over the second quarter of 2024.
• Quarterly prescriptions (TRx) grew to 619 in the third quarter of 2024, representing a 159% increase over the second quarter of 2024.
• Day One expects to dose the first patient in the Phase 1a portion of the Phase 1a/b clinical trial of DAY301 by the end of 2024 or in the first quarter of 2025.
• Day One provided updated duration of response data from the registrational Phase 2 FIREFLY-1 trial investigating tovorafenib in patients with BRAF-altered, relapsed or progressive pLGG. For the 77 patients enrolled on Arm 1, which was the dataset used to assess OJEMDA’s efficacy, the median duration of response is 18 months.
• The pivotal Phase 3 FIREFLY-2/LOGGIC clinical trial evaluating tovorafenib as a front-line therapy in patients aged 6 months to 25 years with pLGG continues to enroll patients in the United States, Canada, Europe, Australia and Asia, with more than 100 sites activated.

Corporate Highlights and Upcoming Milestones

• Day One and Ipsen entered into an exclusive licensing agreement to commercialize tovorafenib outside of the U.S. in July 2024. Under the agreement, Day One received approximately $111 million upfront in cash and equity investment at a premium with up to approximately $350 million in additional launch and sales milestone payments as well as tiered double-digit royalties starting at mid-teens percentage on net sales.
• Day One entered into a definitive agreement for an oversubscribed private placement of its securities for total gross proceeds of approximately $175 million in July 2024.

Carrier Global (CARR) reported earnings on Thur 24 Oct 24 (b/o)

It was a noisy third quarter for Carrier as it reclassified its fire and security segment to discontinued operations. The businesses in this segment should all be sold by year-end. Adjusted for this change, organic revenue increased 4%, but adjusted operating margin slipped 40 basis points to 17.4%.

• Carrier Global (CARR) went public on April 3, 2020, when it opened at $12.98.

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• Fire & Security segment now reported as discontinued operations making prior guidance not comparable
• Net sales of $6.0 billion up 21% versus third quarter 2023; organic sales up 4%
• GAAP EPS from continuing operations of $0.62 and adjusted EPS from continuing operations of $0.77
• Total GAAP EPS of $0.49 and adjusted EPS of $0.83
• Final business exit on-track to close around year end
• Board increases remaining share repurchase authorization to $4.7 billion

 

EHang (EH) reported earnings on Thur 22 Aug 24 (b/o)

• Quarterly Revenues Up 919.6% YoY, Highest Growth Rate in Company History
• Sizeable New Orders in China (Shanxi, Zhejiang and Hong Kong)
• Pilotless eVTOL Air Operator Certificate Applications Accepted by CAAC
• Partnered with China Southern Airlines General Aviation for Collaborative eVTOL Operation
• Strategic Collaboration with MLG and ADIO in UAE, Debut Flights in UAE and Saudi Arabia
• Partnered with GBT to Develop Ultra-Fast/eXtreme Fast Charging Battery Solutions

Ticker:  EH

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GUANGZHOU, China, Aug. 22, 2024 (GLOBE NEWSWIRE) -- EHang Holdings Limited (Nasdaq: EH), the world’s leading Urban Air Mobility (“UAM”) technology platform company, today announced its unaudited financial results for the second quarter ended June 30, 2024.

Financial and Operational Highlights for the Second Quarter 2024

• Sales and deliveries of EH216 series products1 were 49 units, the highest quarterly delivery volume in the Company’s history, compared with 5 units in the second quarter of 2023, and 26 units in the first quarter of 2024.
• Total revenues reached a record high of RMB102.0 million (US$14.0 million), representing an increase of 919.6% from RMB10.0 million in the second quarter of 2023, and an increase of 65.3% from RMB61.7 million in the first quarter of 2024.
• Gross margin was 62.4%, representing a 2.2 percentage points increase from 60.2% in the second quarter of 2023, and a 0.5 percentage points increase from 61.9% in the first quarter of 2024.
• Operating loss was RMB77.4 million (US$10.7 million), representing a slight increase of 2.8% from RMB75.3 million in the second quarter of 2023 and an increase of 17.6% from RMB65.8 million in the first quarter of 2024.
• Adjusted operating loss2 (non-GAAP) was RMB4.7 million (US$0.6 million), representing a 90.9% improvement from RMB51.3 million in the second quarter of 2023, and a 62.9% improvement from RMB12.6 million in the first quarter of 2024.