US Pre-Market SEC Filings Roundup — March 05, 2026

05-03-2026

Burlington Stores reported strong Q4 FY25 results with total sales up 11% YoY to $3.6B and comparable store sales +4% (two-year stack +10%), driving net income to $310M (+19%) and adjusted EPS up 21% to $4.99, with adjusted EBIT margin expanding 100bps to support 21% EPS growth. For full FY25, total sales grew 9% to $11.5B with comparable store sales +2% (on top of prior +4%), net income up 21% to $610M, and adjusted EPS +22% to $10.17 despite tariffs, aided by successful mitigation actions and 80bps adjusted EBIT margin expansion. However, comparable store inventories increased 12% YoY, reserve inventory share declined to 40% from 46%, and FY26 comparable store sales guidance is modest at 1-3%.

• ·Q4 FY25 gross margin 43.7% (+80bps YoY); adjusted SG&A 22.2% (-40bps YoY).
• ·FY26 guidance: total sales +8-10%; adjusted EBIT margin +0-20bps; adjusted EPS $10.95-$11.45.
• ·Q1 FY26 guidance: total sales +9-11%; comp sales +2-4%; adjusted EPS $1.60-$1.75.
• ·Operated in 46 states, Washington D.C., and Puerto Rico.
• ·Conference call March 5, 2026 at 8:30 a.m. ET.

05-03-2026

QuasarEdge Acquisition Corp (QRED), a Cayman Islands-based blank check SPAC with sponsor and management ties to China, filed an S-1 to offer 10 million units at $10 each, raising $100M gross proceeds ($99.5M net before expenses) to be held in trust for an initial business combination. However, the filing highlights substantial risks from potential PRC regulatory uncertainties, which could materially impact operations or security values, and significant dilution to public shareholders ranging from $2.70 to $8.19 per share across redemption scenarios (25% to 100%). The units include ordinary shares (QRED) and rights (QREDR) expected to list on NYSE.

• ·Dilution scenarios as of January 31, 2026: pro forma net tangible book value per share ranges from $5.64 (25% redemptions, over-allotment) to $0.14 (maximum redemptions).
• ·Auditor Simon & Edward, LLP is PCAOB-registered and U.S.-headquartered, mitigating current HFCAA risks but with potential future exposure.
• ·Company qualifies as emerging growth company with reduced reporting requirements.
• ·Over-allotment option could increase units/shares to 11.5M and underwriting to $575K.

05-03-2026

Kroger reported fourth quarter FY2025 identical sales without fuel up 2.4% (matching prior year) and full-year up 2.9% (from 1.5%), with adjusted FIFO operating profit of $1.206B (up slightly from $1.174B) and $4.9B (up from $4.7B), and adjusted EPS of $1.28 (up from $1.14) and $4.85 (up from $4.47). However, total sales grew only 1% to $34.7B in Q4 and were flat at $147.6B for the year, GAAP operating profit fell to $1.9B from $3.8B due to $2.5B impairment charges on automated fulfillment network, FIFO gross margin was flat in Q4, and OG&A rate increased 21 basis points in Q4 and 29 basis points for the year. The company completed a $7.5B share repurchase, approved $2B more, appointed Greg Foran as CEO, and guided identical sales without fuel growth of 1.0%-2.0% for FY2026 with adjusted FIFO operating profit of $5.0-$5.2B.

• ·Q4 LIFO charge $11M vs $30M prior year
• ·FY2025 LIFO charge $157M vs $95M prior year
• ·FY2026 guidance: Free Cash Flow $2.7-$2.9B, Cap Ex $3.8-$4.0B, Tax Rate 23%
• ·Identical sales guidance includes 130 basis points unfavorable from Inflation Reduction Act
• ·Q4 ended January 31, 2026

05-03-2026

Ranger Energy Services reported full year 2025 revenue of $546.9 million and Adjusted EBITDA of $73.2 million (13.4% margin), down from $78.9 million (13.8%) in 2024, while Q4 2025 revenue increased 10% QoQ to $142.2 million from $128.9 million but declined 1% YoY from $143.1 million, with Q4 Adjusted EBITDA up 21% QoQ to $20.3 million (14.3% margin) yet down 7% YoY from $21.9 million. High Specification Rigs drove growth with Q4 revenue up 14% QoQ and 6% YoY, bolstered by the AWS acquisition, and Processing Solutions revenue rose 22% QoQ; however, Wireline Services revenue plunged 28% QoQ and 45% YoY amid pricing pressures. Free Cash Flow totaled $42.9 million for the year (down from $50.4 million in 2024), supporting share repurchases and dividends exceeding 40% of FCF.

• ·Share repurchases: 994,400 shares at avg $12.26/share in 2025; cumulative 4,320,200 shares at avg $10.80/share since 2023.
• ·Quarterly dividend: $0.06 per share, payable April 6, 2026 (record date March 20, 2026).
• ·Total liquidity Dec 31, 2025: $67.7M (down from $112.1M at Dec 31, 2024).
• ·AWS acquisition funded with ~$22M borrowing, ended year in net cash position.
• ·Contract for 15 additional ECHO rigs: deliveries start Q3 2026, full by end 2027.
• ·Full year 2025 cash from operations: $69.0M (down from $84.5M in 2024).

05-03-2026

USA Rare Earth, Inc. (USAR) announced a definitive agreement to acquire all outstanding shares of Texas Mineral Resources Corp. (TMRC) for 3,823,328 shares of USAR common stock, implying a $73M deal value, securing USAR's 100% ownership and operational control of the Round Top Heavy Rare Earth and Critical Minerals Project by acquiring TMRC's 18.6% interest along with key land leases. This supports USAR's Accelerated Mining Plan, targeting commercial production in 2028 and 40,000 metric tons per day extraction by 2030. The transaction, approved by both boards, awaits TMRC stockholder approval and is expected to close by Q3 2026, amid forward-looking risks including going concern doubts for both companies.

• ·In January 2026, USAR selected Fluor Corp. and WSP Global Inc. as EPCM partners for Definitive Feasibility Study and mining infrastructure.
• ·TMRC directors and executive officers entered voting support agreements in favor of the transaction.
• ·Round Top operated under long-term lease with Texas General Land Office, supporting Texas Permanent School Fund.

05-03-2026

HMH Holding Inc filed an S-1/A registration statement on March 4, 2026, disclosing prior material weaknesses in internal controls over financial reporting identified for 2022-2023 and a new one in 2025 related to revenue cutoff in certain subsidiaries, all of which were fully remediated by December 31, 2025 through hiring additional personnel and enhanced procedures. The company reports no outstanding debt under its Revolver as of December 31, 2025 (down from $14.4M in 2024), but highlights ongoing risks from inflation, foreign currency exposure (63.3% of 2025 revenues in foreign currencies, slightly down from 63.9% in 2024), and commodity price fluctuations tied to oil and gas drilling activity. Industry data indicates expected global hydrocarbon production growth from 172 MM Boe/day in 2025 to 188 MM Boe/day in 2030 (+9%), though with potential future supply shortfalls.

• ·Hired five additional qualified personnel in 2024 for GAAP/SEC expertise and controls.
• ·Global upstream capex declined 33% YoY to $470B in 2020.
• ·Hydrocarbon liquids demand decreased 10% from 2019 to 2020.
• ·Rystad estimates supply shortfall of 0.6 MM Bbls/day average 2021-2024, surplus of 1.1 MM Bbls/day in 2025.
• ·Global production expected to rise 9% to 188 MM Boe/day by 2030 from 172 MM Boe/day in 2025; offshore +13%.
• ·Shale/tight oil spending share rose from 12% in 2010 to 23% in 2025.
• ·14,000 additional offshore wells required 2025-2028.

05-03-2026

Silence Therapeutics reported FY2025 financial results with collaboration revenue plummeting 99% YoY to $0.6M from $43.3M, driven by the conclusion of the Hansoh collaboration and reduced AstraZeneca revenue, while net loss widened to $88.6M ($0.63/share) from $45.3M ($0.33/share). R&D expenses remained essentially flat at $67.8M, but G&A decreased 17% to $22.3M amid cost savings; cash and short-term investments stood at $85.1M as of Dec 31, 2025, down from $147.3M prior year. Pipeline advances include divesiran Phase 2 SANRECO topline on track for Q3 2026 (accelerated from 2H'26), zerlasiran Phase 3-ready, though AstraZeneca ceased SLN312 development post-Phase 1.

• ·AstraZeneca notified Silence on March 4, 2026, of decision not to pursue SLN312 beyond Phase 1; Silence regains global rights.
• ·Iain Ross appointed Interim Principal Executive Officer on Dec 15, 2025, following former CEO departure; CEO search underway.
• ·James Ede Golightly reappointed to Board and Rhonda Hellums appointed as Executive Director in Dec 2025.
• ·Anticipated milestones: SLN365/SLN098 preclinical data in Q2 2026; SLN312 Phase 1 data presentations in 2026.

05-03-2026

Cumulus Media Inc. and its debtor affiliates have released a Disclosure Statement soliciting votes on a joint prepackaged Chapter 11 plan of reorganization in the U.S. Bankruptcy Court for the Southern District of Texas, with voting limited to Class 3 ABL Facility Claims, Class 4 2029 Secured Claims, and Class 5 Other Funded Debt Claims ahead of anticipated case commencement. Holders representing 72.05% of 2029 Debt Claims have committed to support the plan via a Restructuring Support Agreement, and the debtors' board strongly recommends acceptance by the April 7, 2026 voting deadline. The filing highlights ongoing challenges from a declining broadcast industry and liquidity pressures, with no quantified operational improvements noted.

• ·Record date for voting eligibility: February 23, 2026
• ·Voting deadline: 4:00 p.m. Central Time on April 7, 2026
• ·Debtors' service address: 780 Johnson Ferry Road, N.E., Suite 500, Atlanta, Georgia 30342
• ·Claims and noticing agent website: www.veritaglobal.net/cumulusmedia
• ·Anticipated bankruptcy court: Southern District of Texas, Houston Division

05-03-2026

Tenaya Therapeutics, Inc. entered into a Collaboration Agreement with Alnylam Pharmaceuticals, Inc. on March 4, 2026, to discover and validate up to 15 novel gene targets for cardiovascular disease treatments over a 24-month period. Alnylam will provide an upfront payment of up to $10 million (subject to potential $0.5 million reductions for non-advancing targets) and reimburse Tenaya's research costs, with Tenaya eligible for up to $1.13 billion in milestones. Post-validation, Alnylam gains exclusive rights to develop and commercialize products, while Tenaya is restricted from independent work on collaboration targets during the term.

• ·Agreement filed as exhibit to Q1 2026 10-Q.
• ·Alnylam has 24-month post-validation evaluation period; failure to start non-human primate study reverts Company-nominated targets to Tenaya.
• ·Each party bears own costs except Alnylam's reimbursement of Tenaya's FTE and out-of-pocket expenses per research budget.
• ·Alnylam may terminate unilaterally; mutual termination for material breach.
• ·Upfront payment due within 30 days of Tenaya's invoice.

05-03-2026

On March 3, 2026, the Board of Directors of Acadia Pharmaceuticals Inc. appointed Jonathan M. Poole as a Class II director to fill a vacancy and as a member of the Audit Committee, effective immediately, with his term expiring at the 2027 Annual Meeting of Stockholders. Pursuant to the Non-Employee Director Compensation Policy, Mr. Poole will receive prorated annual cash retainers of $50,000 for Board service and $12,500 for Audit Committee service. He also received an initial equity grant under the 2024 Equity Incentive Plan with $200,000 target fair value and a prorated annual grant of $95,300 target fair value, with future annual grants set at $400,000 target fair value.

• ·Equity grants divided equally between nonstatutory stock options and restricted stock units; initial grant vests over three years, prorated grants vest over one year or at next annual meeting.
• ·No arrangements or understandings pursuant to which Mr. Poole was selected as director.
• ·No related person transactions required to be disclosed under Item 404(a) of Regulation S-K.

05-03-2026

La Rosa Holdings Corp. adopted a Certificate of Designation on March 3, 2026, authorizing 100 shares of Series C Convertible Preferred Stock with a par value of $0.0001 per share, pursuant to a Securities Purchase Agreement. These shares rank senior to common stock in liquidation preferences (subject to senior/parity stock) and are convertible into common stock at a price of $1.176, with detailed mechanics including buy-in protections for holders. No specific issuance amounts or conversion volumes were disclosed, representing potential future dilution without immediate financial impact.

• ·Holders have conversion rights starting from Initial Issuance Date with Share Delivery Deadline of 1 Trading Day
• ·Company must pay 2% daily penalty for conversion failures post-Share Delivery Deadline
• ·Preferred shares rank junior to Senior Preferred Stock, parity with Parity Stock, senior to Junior Stock in liquidation

05-03-2026

Brand Engagement Network Inc. (BEN) completed the closing of its previously announced AI licensing partnership with Valio Technologies (Pty) Ltd on March 4, 2026, which includes a $2.05 million AI licensing agreement and the establishment of Skye Africa Intelligence Pty Ltd to deploy BEN’s conversational AI technologies in select African markets. Tyler Luck, BEN’s Chief Executive Officer and Co-Founder, was appointed to the Board of Directors of Skye Africa Intelligence Pty Ltd on behalf of the Company. No negative financial impacts or declines were reported in this amendment to the original January 21, 2026 announcement.

• ·Originally announced on January 21, 2026
• ·Form 8-K/A filed on March 5, 2026

05-03-2026

ProCap Financial, Inc. (BRRWW) filed a DEFA14A additional proxy statement on March 05, 2026, containing standard disclaimers on forward-looking statements and clarifying that it does not constitute an offer to sell securities. The filing provides media contact Erica Chase and investor relations email. No specific proxy proposals, financial metrics, or material updates are detailed in the provided content.

05-03-2026

Bleichroeder Acquisition Corp. II, a SPAC, entered into a Business Combination Agreement on February 28, 2026, with Pasqal Holding SAS, valuing Pasqal at $2.0B pre-money through a reincorporation merger into a French entity followed by Pasqal's absorption. The transaction is expected to close in the second half of 2026, subject to regulatory and shareholder approvals, with no reported financial metrics or performance comparisons available in the filing. Post-closing, New Pasqal's board will feature nine directors, including Alain Aspect as non-executive chairman and Wasiq Bokhari as CEO.

• ·Bleichroeder Warrants exercisable at $11.50 per share will convert to New Pasqal Warrants.
• ·Pasqal equity classes (Class Seed, common, Class A, B, C Ordinary Shares) to exchange via ratio based on $10 per Parent Surviving Corporation Ordinary Share.
• ·Registration Statement/Proxy Statement on Form F-4 to be filed, with PCAOB-audited financials from Pasqal due by September 30, 2026.

05-03-2026

Canadian Pacific Kansas City Limited announced via press release that its wholly owned subsidiary, Canadian Pacific Railway Company, is issuing $600M of 4.000% notes due 2029 and $600M of 5.500% notes due 2056, for a total of $1.2B. The offering is expected to close on March 6, 2026, subject to customary closing conditions.

• ·Filing dated March 5, 2026, reporting event of March 4, 2026
• ·Securities registered: Common Shares on NYSE (CP) and TSX (CP); Perpetual 4% Debentures on NYSE (CP40) and LSE (BC87)

05-03-2026

Xanadu Quantum Technologies Inc. hosted an Analyst Day on March 4, 2026, discussing its proposed business combination with Crane Harbor Acquisition Corp. to form Xanadu Quantum Technologies Limited (NewCo) and go public on NASDAQ and TSX. The event highlighted Xanadu's Aurora scalable quantum computer (four server racks) and PennyLane software platform, with partnerships including Volkswagen, BMW, Toyota, Rolls-Royce, and Mitsubishi Chemical. Extensive forward-looking statements were tempered by risk disclosures, including historical net losses, going concern doubts, and potential failure to commercialize quantum technology.

• ·Aurora demonstrated real-time error correction decoding algorithms with photonics, peer-reviewed and published in Nature
• ·Vision includes scaling to hundred server racks networked in quantum data centers worldwide
• ·Risks include substantial doubt about Xanadu's ability to continue as a going concern and failure to obtain shareholder/regulatory approvals for the transaction

05-03-2026

Conexeu Sciences Inc., a Nevada-based company, filed S-1/A Amendment No. 2 on March 5, 2026, to register the resale of up to 9,481,123 shares of common stock by selling securityholders from prior debt settlement (750,000 shares), private placement (3,750,000 shares), business advisory (416,667 shares), Reg CF offering (397,789 shares), and related warrants (up to 4,166,667 shares). The filing supports a planned direct listing on Nasdaq Capital Market under symbol 'CNXU' expected on or about 2026, with no proceeds to the company from resales but potential cash proceeds from warrant exercises; no public market exists yet, and trading may be volatile without underwriting.

• ·Reg CF offering commenced July 30, 2025, at $2.00 per share.
• ·Company classified as non-accelerated filer, smaller reporting company, and emerging growth company.
• ·Principal executive offices: 50 West Liberty Street, Suite 880, Reno, Nevada, 89501.
• ·I.R.S. Employer Identification No.: 33-4814282.
• ·Primary Standard Industrial Classification Code Number: 3842.

05-03-2026

Crane Harbor Acquisition Corp. filed definitive additional proxy materials (DEFA14A) on March 5, 2026, supplementing the February 27, 2026 proxy statement for the Extraordinary General Meeting on March 19, 2026, to update the estimated redemption price per SPAC Public Share to $10.33 (from initial $10.00 at IPO), reflecting Trust Account growth to $227.3 million from $220 million due to earned interest. This amendment clarifies procedures for SPAC Unit separation and redemption rights in connection with the proposed Business Combination and Continuance, with no other changes to the original proxy. The higher redemption price benefits redeeming shareholders but may indicate potential redemption pressure ahead of the merger.

• ·Supplement dated March 4, 2026
• ·Redemptions calculated as of two business days prior to Business Combination consummation
• ·Holders must separate SPAC Units into Class A Shares and Rights before redemption

05-03-2026

ATN International reported Q4 2025 revenues of $184.2 million, up 2% YoY, while full-year revenues were flat at $728.0 million versus prior year. Adjusted EBITDA rose 8% to $50.0 million in Q4 and 3% to $190.0 million for the full year, with operating income improving to $28.4 million FY from a $(0.8) million loss; however, net loss widened to $(3.3) million in Q4 from prior income and totaled $(14.9) million FY. High-speed broadband homes passed grew 27% to 523,500 but broadband customers declined 4% to 194,900, while international mobile subscribers increased 3% to 399,200.

• ·2026 Adjusted EBITDA outlook $190M-$200M excluding US tower sale impact, which could reduce by $6M-$8M upon Q2 2026 initial closing.
• ·FY 2025 capex $105M-$115M expected (net of reimbursable).
• ·Net Debt Ratio 2.36x as of Dec 31, 2025.
• ·Quarterly dividend $0.275 per share paid Jan 9, 2026.
• ·No share repurchases in Q4 2025.

05-03-2026

Seaport Entertainment Group reported Q4 2025 total revenues of $29.5M, up 30.4% YoY from $22.6M, and full-year 2025 revenues of $130.4M, up 18.3% YoY from $110.2M, aided by Tin Building consolidation. However, Q4 net loss attributable to common stockholders improved 11.4% YoY to $36.9M (from $41.6M), and full-year loss improved 23.8% YoY to $116.7M (from $153.2M), with non-GAAP adjusted losses showing even stronger improvement (Q4 -8.9% to $17.5M; FY -49.2% to $54.1M). Recent developments include the February 2026 sale of 250 Water Street for $143.0M (net proceeds $76.1M) and a new $50M stock repurchase authorization.

• ·39% of consolidated debt fixed at 4.9% weighted-average rate; 61% floating at effective 8.3% post-swap as of Dec 31, 2025
• ·Weighted-average debt maturity of 7.2 years; no meaningful maturities until 2038 post-250 Water Street sale repayment
• ·Uplisted to NYSE, added to Russell 2000 and Microcap Indexes in 2025
• ·Conference call scheduled for March 5, 2026 at 8:30 AM ET

05-03-2026

CrowdStrike reported FY26 total revenue of $4.81B, up 22% YoY from $3.95B, driven by 21% growth in subscription revenue to $4.56B and 29% in professional services to $0.25B, with ARR reaching $5.25B (24% YoY growth). However, the company posted a net loss attributable to CrowdStrike of $162.5M, wider than the $15.2M loss in FY25, as operating expenses surged 26% to $3.89B, outpacing revenue growth and leading to an operating loss of $293M (vs. $116M prior year). Gross margins remained flat at 75%, while sales & marketing, R&D, and G&A expenses rose 20%, 29%, and 39% YoY, respectively.

• ·Subscription represented 95% of total revenue in FY26, flat YoY.
• ·Professional services gross margin declined 1pp to 18% in FY26.
• ·Provision for income taxes was $34.2M in FY26, down from $71.1M in FY25.

05-03-2026

SM Energy Company announced on March 4, 2026, the pricing of an upsized private offering of $1.0 billion aggregate principal amount of 6.625% senior notes due 2034. The press release is filed as Exhibit 99.1. No comparative financial metrics or performance declines were reported in this filing.

• ·Filing signed by James B. Lebeck on March 4, 2026
• ·Securities traded on New York Stock Exchange under symbol SM

05-03-2026

Black Hawk Acquisition Corp, a SPAC, is seeking shareholder approval for its business combination with Vesicor Therapeutics, Inc., an early-stage biopharma developing the ecm-RV/p53 product candidate, via an Extraordinary General Meeting scheduled for 2026. Following a 69.2% redemption rate at the July 2025 extension vote, only 2,124,077 public shares remain outstanding with approximately $22.7M in the trust account, significantly limiting post-merger cash available after expenses. While the merger could provide funding for Vesicor's preclinical studies starting in H1 2026, uncertainties around PPM Investment completion, Nasdaq listing, and additional capital needs pose substantial risks.

• ·Extraordinary General Meeting redemption deadline: 5:00 p.m. ET two business days prior on [ ], 2026.
• ·Vesicor plans preclinical/IND-enabling studies in H1 2026 and potential regulatory process in H2 2026, contingent on funding.
• ·No securities issued or funding received under PPM Investment as of filing; may be waived but critical for Nasdaq listing.

05-03-2026

LATAM Airlines Group reported total revenues of $14.3B for the year ended December 31, 2025, up 11.2% YoY from $12.8B in 2024, with passenger revenues growing 12.3% to $12.6B and cargo revenues increasing 3.4% to $1.7B. Capacity (ASKs) expanded 8.2% to 170.8B while passenger traffic (RPKs) rose 8.2% to 144.1B, though international passenger load factor dipped 1.2% to 85.0% and cargo load factor declined slightly 0.7% to 53.3%. Fuel costs fell 4.2% to $3.8B, with cost per gallon down to $2.6 from $2.9, and fuel as a percentage of operating expenses improved to 31.3% from 34.5%.

• ·Brazil contributed $6.1B or 43% of total revenues in 2025, up 10.7% YoY.
• ·SSC ASKs flat at 27.6B (down 0.6% YoY).
• ·Fuel gallons per 1,000 ASK improved to 8.5 from 8.6.
• ·Total passengers carried: 87.4 million in 2025, up 6.6% YoY.

05-03-2026

National Research Corporation announced on March 4, 2026, that it has surpassed $152 million in Total Recurring Contract Value (TRCV), representing an all-time high for the company. This milestone highlights robust growth in recurring revenue streams with no comparative prior period data provided in the filing.

05-03-2026

Moderna, Inc. entered into a Settlement Agreement on March 3, 2026, with Arbutus Biopharma Corporation and Genevant Sciences entities, resolving all worldwide patent infringement litigation related to Spikevax® and mRESVIA®, while securing a fully paid-up, royalty-free license for its infectious disease portfolio including mNEXSPIKE® and mCOMBRIAX®. The agreement requires a $950M noncontingent payment by July 8, 2026, and a potential additional $1.3B contingent payment based on the outcome of Moderna's appeal to the Federal Circuit regarding §1498 defenses for U.S. Government contract doses, providing litigation certainty but at a substantial near-term cost.

• ·Settlement includes mutual releases and covenants not to sue on Arbutus/Genevant patents for Moderna’s SM-102-based LNP infectious disease vaccines.
• ·If Moderna prevails fully on §1498 appeal, no contingent payment due; if affirmed against Moderna, full $1.3B due; Arbutus/Genevant must repay with interest if later overturned.
• ·Full Settlement Agreement to be filed as exhibit to Q1 2026 10-Q.

05-03-2026

Enhabit reported Q4 2025 net service revenue of $270.4M, up 4.7% YoY from $258.2M, driven by 10.0% Hospice revenue growth to $63.6M and 3.2% Home Health growth to $206.8M, with Adjusted EBITDA rising 11.6% YoY to $28.0M; however, it posted a net loss of $38.7M due to $44.7M goodwill impairment, and Medicare Home Health revenue declined 4.9% YoY. The company announced a definitive agreement to be acquired by Kinderhook Industries for $13.80 per share (EV ~$1.1B), expected to close Q2 2026, and amended its credit facility to $315M term loan and $160M revolver maturing 2031. Balance sheet strengthened with $15M Q4 debt prepayment, reducing leverage to 3.7x.

• ·Home Health Non-Medicare admissions grew 16.0% YoY to 34,582.
• ·Opened 10 de novo locations in 2025.
• ·$125M total bank debt reduction from Q4 2023, saving $22M annualized cash interest.
• ·Full year 2025 net service revenue $1,060.0M, up from $1,034.8M.
• ·Cash from operations full year 2025: $70.7M, up from $51.2M.

05-03-2026

Pulmonx Corporation entered into a senior secured Credit Agreement and Guaranty dated March 2, 2026, with Perceptive Credit Holdings V, LP as initial lender and administrative agent, providing a term loan facility of up to $60M, including a $40M initial loan on the closing date and up to $20M in delayed draw commitments subject to conditions. The agreement includes financial covenants requiring minimum liquidity and minimum revenue, along with affirmative and negative covenants, representations, warranties, and events of default. No performance declines or flat metrics are reported, as this is a financing arrangement rather than operational results.

• ·Agreement filed as Exhibit 10.1 in 8-K on March 5, 2026
• ·Includes schedules for commitments, products, intellectual property, subsidiaries, indebtedness, liens, material agreements, and regulatory approvals
• ·Financial covenants: Minimum Liquidity (Section 10.01) and Minimum Revenue (Section 10.02)

05-03-2026

EPAM Systems, Inc. entered into a $300M accelerated share repurchase (ASR) agreement with Morgan Stanley & Co. LLC, receiving an initial delivery of 1,703,336 shares worth $240M based on the March 4, 2026 closing price. The ASR, authorized under the company's $1.0B share repurchase program, leaves $452.5M in remaining availability upon completion no later than Q2 2026. CEO Balazs Fejes highlighted confidence in EPAM's long-term growth and AI leadership, viewing the repurchase as value-enhancing.

• ·Final number of shares repurchased under ASR to be based on volume-weighted average share price during term, less a discount, subject to adjustments.
• ·ASR completion no later than second quarter of 2026.

05-03-2026

Aptiv PLC announced the pricing of an upsized private offering of $1.6B aggregate principal amount of senior notes, consisting of $800M 6.125% notes due 2031 and $800M 6.375% notes due 2034, issued by subsidiaries Cyprium Corporation and Cyprium Holdings Luxembourg S.à r.l., ahead of spinning off the Electrical Distribution Systems segment via holding company Versigent Limited. The offering size was increased by $100M from the previously announced $1.5B. The notes are offered to qualified institutional buyers under Rule 144A and to non-U.S. persons under Regulation S, with closing expected on March 18, 2026.

• ·Notes offered pursuant to Rule 144A and Regulation S exemptions
• ·Closing subject to customary conditions on March 18, 2026
• ·Press release issued pursuant to Rule 135c of the Securities Act

05-03-2026

Icahn Enterprises L.P. (IEP) filed a Form 8-K on March 5, 2026 (report date March 4, 2026) under Items 7.01 and 9.01, furnishing updated presentation materials (Exhibit 99.1) for use in investor meetings, media engagements, and speeches. The materials are not deemed 'filed' under Section 18 of the Exchange Act. The filing was signed by CFO Ted Papapostolou on behalf of Icahn Enterprises G.P. Inc.

• ·Securities: Depositary Units (IEP) registered on Nasdaq Global Select Market
• ·Commission File Number: 1-9516
• ·IRS Employer Identification No.: 13-3398766

05-03-2026

Hippo Holdings Inc. reported total revenue of $468.6M for the year ended December 31, 2025, up 26% YoY from $372.1M, primarily driven by net earned premium growth of 39% to $380.1M and gross written premium increasing to $1,108.6M from $892.4M. The company achieved net income attributable to Hippo of $57.7M, reversing a $40.5M loss in 2024, with net loss ratio improving to 60% from 77% and combined ratio to 113% from 138%; however, insurance related expenses surged 48% to $131.3M, losses and loss adjustment expenses rose 10% to $229.9M, and commission income declined 19% to $51.3M.

• ·Book value per share increased to $16.97 in 2025 from $14.56 in 2024.
• ·Diluted adjusted earnings per share improved to $0.68 in 2025 from ($0.82) in 2024.
• ·Adjusted net income was $17.8M in 2025, compared to ($20.3M) loss in 2024.
• ·Catastrophe losses $61.5M in 2025 vs $58.0M in 2024 (up 6%).
• ·Non-catastrophe loss ratio improved to 45% in 2025 from 56% in 2024.

05-03-2026

News Corporation disclosed via 8-K information provided to the Australian Securities Exchange (ASX) regarding its ongoing $1B stock repurchase program authorizing purchases of Class A (NWSA) and Class B (NWS) common stock. No specific repurchase transactions or amounts were detailed in the filing itself, with details in Exhibits 99.1 and 99.2. The disclosures are made daily to ASX as required, alongside quarterly and annual reports.

• ·Event date: March 4, 2026
• ·Filing date: March 5, 2026
• ·Securities: Class A Common Stock (NWSA, par value $0.01), Class B Common Stock (NWS, par value $0.01) on Nasdaq Global Select Market

05-03-2026

Baytex Energy Corp. filed its Form 40-F annual report for the fiscal year ended December 31, 2025, incorporating the Annual Information Form, audited consolidated financial statements, MD&A, and supplemental oil and gas disclosures. The company reported 765,568,147 common shares outstanding at year-end, with effective disclosure controls and procedures and no material changes in internal controls over financial reporting. No specific financial performance metrics or period-over-period changes were detailed in the provided filing content.

• ·Filing date: March 05, 2026
• ·Fiscal year end: December 31, 2025
• ·Common shares trade on NYSE under symbol BTE
• ·Cash generating units include Viking and Lloydminster
• ·Disclosure controls and procedures confirmed effective as of December 31, 2025
• ·No changes in internal control over financial reporting during FY2025

05-03-2026

STEM, Inc. reported FY2025 revenue of $156.3M, up 8% YoY from $144.6M, driven by 29% growth in services and other revenue to $87.7M, though hardware revenue declined 11% to $68.6M. The company achieved GAAP net income of $137.8M versus a $854.0M loss in 2024, aided by a $220M gain on debt extinguishment and GAAP gross profit of $60.0M (38% margin) versus a $11.1M loss (-8% margin); however, it posted an operating loss of $55.7M, Adjusted EBITDA of $6.7M remained modest, and storage operating AUM fell slightly to 1.7 GWh from 1.8 GWh. Bookings rose 14% to $131.8M, CARR increased 4% to $67.2M, but total assets decreased to $308.9M from $437.4M amid metric redefinitions impacting comparability.

• ·Net cash provided by operating activities improved to $6.9M in FY2025 from ($36.7M) used.
• ·Convertible notes noncurrent decreased to $183.6M from $525.9M; senior secured notes added at $128.8M.
• ·Several key operating metrics (Bookings, Contracted backlog, CARR) redefined starting Q1 2025 to focus on executed purchase orders, reducing prior comparability.
• ·Cash and equivalents $48.9M at Dec 31, 2025, down from $56.3M.

05-03-2026

SandRidge Energy reported strong full-year 2025 production growth to 18.5 MBoe/d (+12% YoY Boe basis, +32% oil) driven by Cherokee acquisition and development, achieving adjusted EBITDA of $101.1M and proved reserves of 69.1 MMBoe (+10% YoY). However, realized commodity prices declined notably (oil $63.64/Bbl, -14% YoY), resulting in Q4 revenues of $39.4M (flat vs Q3 2025 and slightly up vs Q4 2024) and adjusted net income down 19% QoQ to $12.5M. The Board declared a $0.12/share cash dividend payable March 31, 2026, and issued 2026 guidance for 6.4-7.7 MMBoe production with $76-97M capex.

• ·Q4 2025 LOE $4.34/Boe, down from $6.43/Boe Q4 2024 due to non-recurring adjustments
• ·2026 guidance: LOE $39-47M, Adjusted G&A $10-12M, Oil production 1.2-1.7 MMBbls
• ·$68.3M remaining share repurchase authorization as of Dec 31, 2025
• ·Over four years without a recordable safety incident as of 2025

05-03-2026

StubHub Holdings, Inc. reported revenue of $1.75B for the year ended December 31, 2025, a slight decline of 1.4% YoY from $1.77B in 2024. However, the company swung to a massive net loss of $1.91B from a near-breakeven loss of $2.8k in 2024, driven by general and administrative expenses surging to $1.71B (including $1.45B in stock-based compensation) from $387M. While cost of revenue decreased 6% and interest expense fell 22.1%, sales and marketing expenses rose 17.4% YoY.

• ·Operations and support expenses increased to $63.2M in 2025 from $59.5M in 2024.
• ·Loss from operations was $1.34B in 2025 versus income of $138M in 2024.
• ·Foreign currency losses of $89.7M in 2025 compared to gains of $41.1M in 2024.
• ·Revenue grew 27.6% from 2023 to 2024 but declined 1.4% in 2025.

05-03-2026

Palladyne AI Corp. reported net revenue of $5.2M for the year ended December 31, 2025, down 33% YoY from $7.8M, with services revenue declining 9% to $4.7M, product revenue plummeting 100% to $3k, offset partially by new manufacturing revenue of $0.6M. Operating expenses increased 8% to $37.7M, widening the operating loss to $32.4M from $26.9M, but a $37.7M gain on warrant liabilities (versus a $46.9M loss prior year) drove net income of $10.0M compared to a $72.6M loss in 2024. Cash and equivalents fell 42% to $18.2M from $31.2M, with net cash used in operations up 22% to $27.6M.

• ·Warrant liabilities decreased to $2.8M from $51.4M as of Dec 31 2025.
• ·Total assets grew to $95.7M from $56.3M, driven by $28.8M marketable securities and new goodwill $14.7M.
• ·Stockholders' equity turned positive at $74.7M from deficit of $9.5M.
• ·Accounts receivable allowance for credit losses $0.0M in 2025 vs $0.3M in 2024.

05-03-2026

Shattuck Labs, Inc. reported total revenue of $1M for the year ended December 31, 2025, down 82.5% from $5.7M in 2024 primarily due to the absence of $5.7M in collaboration revenue. Research and development expenses decreased 47.5% to $35.3M, while general and administrative expenses fell 9.7% to $17.2M, resulting in a narrower net loss of $48.8M (35.3% improvement) compared to $75.4M in 2024. Cash and equivalents ended at $54.2M after a modest $3.2M decrease, bolstered by $44.6M in financing activities from stock sales.

• ·Cash and equivalents decreased $3.2M to $54.2M in 2025 vs $68.2M decrease to $57.4M in 2024.
• ·Shares outstanding increased to 63.3M from 47.7M due to $44.5M stock offering.
• ·Total assets stable at $91.0M; stockholders' equity rose to $82.4M from $79.6M.
• ·Net cash used in operating activities improved to $39.9M from $60.5M.

05-03-2026

Teads Holding Co. reported Q4 2025 revenue of $352.2M, up 50% YoY, and FY 2025 revenue of $1.3B, up 46% YoY, driven by the Legacy Teads acquisition, with Adjusted EBITDA reaching $36.5M (+115% YoY) in Q4 and $93.4M (+150% YoY) for the year. However, net losses widened significantly to $(428.2M) in Q4 and $(517.1M) for FY due to $352.1M goodwill impairment and other charges, while net cash from operations declined 83% YoY to $7.3M in Q4 and 89% to $7.6M for FY. The company executed a 10% headcount reduction for $35-40M annual savings and issued FY2026 Adjusted EBITDA guidance of ~$100M.

• ·Q1 2026 guidance: Ex-TAC gross profit $102M-$106M; Adjusted EBITDA breakeven to $3M.
• ·FY 2026 guidance: Adjusted EBITDA ~$100M.
• ·Branding customers utilizing omnichannel campaigns: 10% (up from 7% in Q1 2025).
• ·Q4 gross margin: 34.2% (vs 23.9% prior year); FY gross margin: 33.0% (vs 21.6%).
• ·Nonrecurring Q4 pre-tax expenses: $352.1M goodwill impairment, $3.4M acquisition/integration, $5.7M restructuring.

05-03-2026

Kura Oncology reported first net product revenue of $2.1M from KOMZIFTI in Q4 2025 (first five weeks post-approval), with total Q4 revenue of $17.3M but collaboration revenue declining 72% YoY to $15.2M; full-year total revenue grew 25% YoY to $67.5M. R&D expenses increased 23% YoY to $64.4M and SG&A rose 62% YoY to $39.1M in Q4, driving a net loss of $81.0M versus $19.2M in Q4 2024 (full-year net loss widened 60% to $278.7M). Cash, cash equivalents, and short-term investments stood at $667.2M as of Dec 31, 2025, down 8% from $727.4M prior year, with $180M anticipated collaboration payments extending runway to 2028.

• ·KOMZIFTI added to NCCN Guidelines as Category 2A for R/R NPM1-m AML.
• ·Orange Book listing with patents extending to July 2044.
• ·Cash runway sufficient into Q4 2027 standalone, to 2028 topline KOMET-017 with $180M milestones.
• ·KOMZIFTI FDA approval date: November 13, 2025.

05-03-2026

The Middleby Corporation issued a presentation on March 5, 2026, detailing its previously announced plan to separate its Food Processing Business into a standalone public company via a Spin-off. The presentation is furnished as Exhibit 99.1 under Item 7.01 (Regulation FD Disclosure) and is not deemed filed material. No financial metrics or period comparisons are provided in the filing.

05-03-2026

OLAPLEX reported Q4 FY2025 net sales growth of 4.3% to $105.1M, driven by Professional channel (+18.9% to $36.8M) and DTC (+6.6% to $43.6M), but Specialty Retail declined 14.5% to $24.7M; FY2025 net sales were nearly flat at +0.1% to $423.0M amid Professional (+5.5%) and DTC (+3.1%) gains offset by Specialty Retail's 8.3% drop. The company swung to a FY net loss of $9.3M from $19.5M income in FY2024, with Adjusted EBITDA falling 27.6% to $93.9M and SG&A rising 33.8%; FY2026 guidance projects net sales of $414-435M with Adjusted EBITDA margin of 21-22%.

• ·Cash decreased to $318.7M from $586.0M YoY; inventory down to $60.2M from $75.2M.
• ·Long-term debt reduced to $352.3M from $643.7M YoY.
• ·FY2026 guidance: Adjusted Gross Profit Margin 71-72%; Q1 expected below full-year trends with front-loaded marketing.

05-03-2026

Liquidia Corporation achieved strong YUTREPIA net product sales of $148.3M for FY2025 ($90.1M in Q4), driving total revenue to $158.3M (up >1,000% YoY from $14.0M) and marking the second consecutive profitable quarter with Q4 net income of $14.6M and positive adjusted EBITDA of $27.3M. However, service revenue declined 28.6% YoY to $10.0M due to lower Treprostinil Injection volumes, SG&A expenses surged 93% to $157.2M amid commercialization efforts, and FY2025 net loss was $68.9M (improved 46% from $128.3M in 2024 but still negative). Cash and equivalents ended at $190.7M, up $33M from Q3 2025 and 8% YoY.

• ·YUTREPIA FDA approval: May 23, 2025; commercial launch: June 2025
• ·Cost of product sales FY2025: $8.8M (none in 2024)
• ·More than half of 860 prescribers have prescribed YUTREPIA to at least 2 patients; 25% referred 5+ patients
• ·Ongoing YUTREPIA-related litigation with United Therapeutics

05-03-2026

Brilliant Earth reported record Q4 FY2025 net sales of $124.4 million, up 4.1% YoY from $119.5 million, and full-year net sales of $437.5 million, up 3.6% YoY from $422.2 million, supported by total orders growth of 6.5% in Q4 and 13% for the year, plus 34% YoY fine jewelry bookings growth reaching 23% of total bookings. However, gross margins contracted 370 bps to 55.9% in Q4 and 280 bps to 57.5% for FY2025 amid precious metal price headwinds and tariffs, while Adjusted EBITDA declined 39.1% to $4.2 million in Q4 and 43.3% to $12.0 million for the year; the company posted GAAP net losses of $1.3 million in Q4 and $6.4 million for FY2025. Guidance calls for positive mid-single-digit YoY net sales growth in Q1 and FY2026, with Adjusted EBITDA profitable but slightly lower than FY2025.

• ·Repeat orders grew 15% YoY in Q4 FY2025 and 13% for FY2025
• ·Average Selling Price (ASP) grew YoY across the assortment in Q4 FY2025
• ·Fine jewelry bookings reached 23% of total bookings in Q4 FY2025
• ·Company headquartered in San Francisco, CA, serving customers in over 50 countries
• ·Q1 FY2026 Adjusted EBITDA Margin guidance: negative mid-single-digit %
• ·FY2026 Adjusted EBITDA outlook: profitable, slightly lower than FY2025 $12.0M

05-03-2026

U.S. GoldMining Inc. announced the appointment of Imola Götz as Vice President, Project Development on March 5, 2026, via a news release furnished as Exhibit 99.1 under Regulation FD Disclosure. The filing confirms the company's status as an emerging growth company and lists its securities: Common Stock (USGO) with $0.001 par value and Warrants (USGOW) exercisable at $13.00 per share, both on Nasdaq. No financial performance metrics or period comparisons were disclosed.

• ·Company incorporated in Nevada; principal offices at 1188 West Georgia Street, Suite 1830, Vancouver, BC, Canada, V6E 4A2.
• ·Commission File Number: 001-41690; IRS Employer Identification No.: 37-1792147.
• ·Telephone: (604) 388-9788.

05-03-2026

Cardinal Health, Inc. announced on March 2, 2026, that Mary Scherer, Senior Vice President and Chief Accounting Officer, intends to retire in February 2027. The company will initiate a search for her successor, and Ms. Scherer will remain in her role until the successor is identified and onboarded for a smooth transition. No immediate disruption to operations is indicated.

• ·Form 8-K filed on March 5, 2026

05-03-2026

BJ’s Wholesale Club Holdings reported Q4 FY2025 net sales of $5.45B, up 5.5% YoY, and full-year net sales of $21.0B, up 4.6% YoY, with membership fee income surging 10.9% to $129.8M in Q4 and 9.5% to $499.8M full year, alongside digitally enabled comp sales growth of 31%. However, comparable club sales grew modestly by 1.6% in Q4 and 1.0% full year (ex-gas 2.6% both periods), Q4 operating income declined slightly by 0.2%, and merchandise gross margin rate fell 50 bps in Q4 while remaining flat full year amid SG&A increases from expansions. Full-year net income rose 8.2% to $578.4M with adjusted EBITDA up 6.1% to $1.16B and diluted EPS up 9.5% to $4.38.

• ·Achieved 90% tenured member renewal rate during FY2025
• ·Opened 7 new clubs and 7 new gas stations in FY2025
• ·Q4 share repurchases: 1,264,000 shares for $117.7M; $749.7M remains available under program
• ·FY2026 guidance: Comparable club sales ex-gas +2.0% to 3.0%; Adjusted EPS $4.40-$4.60
• ·Cash and equivalents: $46.2M as of Jan 31, 2026 (up from $28.3M prior year)

05-03-2026

Altimmune reported cash, cash equivalents, and short-term investments of $274M as of December 31, 2025, up 107% YoY from $132M, strengthened further by $75M registered direct offering and $8M ATM in January 2026, providing runway for Phase 3 MASH trial initiation planned for 2026 and RECLAIM Phase 2 topline data in Q3 2026. Pemvidutide received FDA Breakthrough Therapy Designation for MASH based on positive IMPACT Phase 2b data showing fibrosis/inflammation improvements and additional weight loss. However, Q4 net loss widened 18% YoY to $27.4M driven by G&A expenses doubling to $10.5M, despite R&D decline; full-year net loss improved to $88.1M from $95.1M but revenues remained negligible at $41k.

• ·Jerry Durso appointed CEO, previously Chairman and Board member since Feb/Aug 2025.
• ·RECLAIM trial enrollment completed Nov 2025 ahead of schedule.
• ·RESTORE Phase 2 trial in ALD ongoing.
• ·FDA alignment on Phase 3 MASH design: 52-week, biopsy endpoints for accelerated approval.
• ·Common shares outstanding increased to 110.9M from 72.4M YoY.

05-03-2026

AZZ Inc. announced the appointment of Aaron Schapper and Charles Treadway as new independent directors effective April 8, 2026, bringing expertise in strategic growth, M&A, and ESG amid ongoing board refreshment. Dan Feehan announced his retirement from Chairman on February 28, 2026, succeeded by Dan Berce, and will continue as a director until July 2026 after a 26-year tenure including 7 years as Chairman. The refreshed board will have 8 members, 7 independent, with 4 added in the last 5 years.

• ·Appointments result of comprehensive search by Board with independent search firm.
• ·Schapper, age 52, prior roles at Valmont Industries and Orbit Irrigation.
• ·Treadway, age 60, prior CEO at Accudyne Industries and roles at Thomas & Betts.

05-03-2026

CPI Card Group Inc. (PMTS) reported FY 2025 revenue of $543.5M, up 13.1% YoY from $480.6M, driven by segment revenue growth of 20.3% to $451.5M. However, gross profit declined 0.7% to $170.1M with margin compression to 31.3% from 35.6%, operating income fell 12.7% to $54.8M, and net income dropped 23.4% to $15.0M amid higher COGS (+20.7%) and SG&A (+6.3%). Segment operating income was nearly flat, down 1.5% to $91.4M, with gross margin slipping to 30.6%.

• ·Gross profit margin declined to 31.3% in FY 2025 from 35.6% in FY 2024.
• ·Segment gross profit margin declined to 30.6% in FY 2025 from 34.1% in FY 2024.
• ·Risk factors include debt service obligations limiting cash flow for working capital, R&D, capex, and acquisitions; exposure to floating rate revolving credit facility and potential higher interest rates.

05-03-2026

On March 5, 2026, Philip Morris International Inc. announced via press release that its Board of Directors declared a regular quarterly dividend of $1.47 per common share. The announcement is furnished under Item 7.01 and not deemed filed for liability purposes. The filing also lists the company's registered securities, including common stock (PM) and multiple series of notes with maturities from 2026 to 2044.

• ·Filing submitted by Darlene Quashie Henry on behalf of Philip Morris International Inc.
• ·Principal executive offices: 677 Washington Blvd, Ste. 1100, Stamford, Connecticut 06901.
• ·Telephone: (203) 905-2410.

05-03-2026

Victoria’s Secret & Co. reported Q4 FY2025 net sales of $2.27B, up 8% YoY exceeding guidance, and full-year net sales of $6.55B, up 5% YoY, with comparable sales growth of 8% and 5% respectively. Adjusted operating income significantly outperformed at $316M in Q4 (above $265M-$290M guidance, +6% YoY) and $403M for FY (+8% YoY despite $85M tariff pressure). However, reported operating income declined to $229M in Q4 (-15% YoY from $268M) and $271M for FY (-13% YoY from $310M), while direct channel sales were flat at 0% YoY for the full year.

• ·Q4 FY2025 Stores North America net sales $1.22B (+5.2% YoY); International $276M (+43.1% YoY)
• ·FY2025 Stores North America net sales +3.4% YoY; International +27.3% YoY
• ·Strategic review initiated for non-core DailyLook asset; continuing assessment of Adore Me
• ·FY2025 direct net sales included $20M negative impact from Q2 website closure
• ·Q1 FY2026 guidance: net sales $1.49B-$1.525B (+10-13% YoY), operating income $32M-$42M
• ·FY2026 guidance: net sales $6.85B-$6.95B (+5-6% YoY), operating income $430M-$460M

05-03-2026

Invivyd reported Q4 2025 PEMGARDA net product revenue of $17.2M, up 25% YoY from $13.8M and 31% QoQ from $13.1M, with full-year 2025 revenue of $53.4M, more than doubling from $25.4M in 2024. R&D expenses dropped sharply 72% YoY to $38.3M, contributing to a reduced net loss of $52.5M versus $169.9M in 2024; however, SG&A expenses rose slightly 6% to $66.9M. Year-end cash stood at $226.7M after raising over $200M in 2H 2025, supporting ongoing DECLARATION Phase 3 trial for VYD2311 with top-line data expected mid-2026.

• ·Net loss per share improved to $0.30 in FY 2025 from $1.43 in FY 2024.
• ·FDA granted Fast Track designation to VYD2311 in December 2025.
• ·RSV market projected at $3-4B annually by 2030.
• ·IDMC recommended enrollment of pregnant/breastfeeding women in DECLARATION trial and removed contraception/safety visit requirements.

05-03-2026

Myers Industries reported Q4 2025 net sales flat at $204M YoY (0.0%), with gross profit up 2.8% to $68M and operating income up 38.3% to $20M, driven by Material Handling segment margin expansion (+200 bps to 19.0%); however, Distribution segment showed minimal sales growth (0.9%). Full year 2025 net sales declined 1.3% to $826M, though adjusted EBITDA rose 1.6% to $124M and free cash flow increased 23% to $67M, offset by Distribution segment sales down 5.1% and operating income down 127.9%. The company achieved $20M in annualized cost reductions via Focused Transformation and is progressing with the sale of Myers Tire Supply.

• ·Total debt reduced by $31M in FY 2025, ending with net leverage ratio of 2.4x.
• ·Cash flow from operations FY 2025: $87M; capital expenditures: $20M.
• ·Myers Tire Supply expected to qualify for discontinued operations in Q1 2026 reporting.
• ·2026 end market outlooks: Industrial moderate growth (41% of MH sales), Infrastructure strong growth (19%), Vehicle/Food & Beverage stable/slightly down.

05-03-2026

Zura Bio Limited filed a Form 8-K on March 5, 2026, under Items 7.01 (Regulation FD Disclosure) and 9.01, announcing the issuance of a press release attached as Exhibit 99.1. The filing includes standard disclosures noting that the information is not deemed 'filed' under the Exchange Act and carries no admission of materiality. No financial or operational metrics are disclosed in the filing itself.

• ·Principal executive offices: 1489 W. Warm Springs Rd. #110, Henderson, NV 89014
• ·Telephone: (702) 825-9872
• ·Securities: Class A Ordinary Shares traded as ZURA on The Nasdaq Stock Market
• ·Emerging growth company: Yes

05-03-2026

Lexicon Pharmaceuticals reported Q4 2025 revenues of $5.5M, down 79% YoY from $26.6M due to lower licensing revenue, while full-year revenues increased 60% YoY to $49.8M driven by $45M Novo Nordisk upfront; net product sales of INPEFA declined 23% YoY to $4.6M for the year. R&D and SG&A expenses decreased significantly (28% and 74% YoY for full year), narrowing full-year net loss to $50.3M from $200.4M, but cash position fell to $125.2M from $238M as of Dec 31, 2025, bolstered post-period by over $100M from capital raise and Novo milestone. Pipeline advanced with sotagliflozin HCM enrollment over 50%, T1D NDA resubmission on track for 2026, and positive FDA meeting for pilavapadin Phase 3.

• ·SONATA-HCM enrollment surpassed 50%, completion mid-2026, topline Q1 2027.
• ·Pilavapadin End-of-Phase 2 FDA meeting successful; Phase 3 to include two 12-week studies with 10mg dose, primary endpoint change in average daily pain score.
• ·LX9851 IND-enabling activities completed; $10M Novo milestone received Feb 2026, up to $20M more in 2026.
• ·Viatris shipped first commercial sotagliflozin to UAE; submissions in Canada, Australia, New Zealand.

05-03-2026

Bank of New York Mellon Corp's 2026 DEF 14A proxy statement seeks advisory approval of 2025 NEO compensation, emphasizing strong performance under CEO Robin Vince with annualized adjusted revenue growth of 6%, noninterest expense growth of 3%, and operating EPS growth of 18% from 2022-2025, resulting in 178% total shareholder return outperforming the S&P 500 Financials Index by over 2.5x. Prior three-year say-on-pay proposals received average 95% stockholder support. No declines or flat metrics were highlighted in the disclosed performance data.

• ·Compensation for Mses. O’Connor and Robinson includes amounts for roles as Chair and member of the Board of BNY Mellon Government Securities Services Corp.
• ·Proxy seeks approval pursuant to Item 402 of Regulation S-K.

05-03-2026

Immatics N.V. swung to a net loss of €196.4M in 2025 from a €15.2M profit in 2024, primarily due to a 69% YoY revenue decline to €48.3M from collaboration agreements and a 24% increase in R&D expenses to €183.8M, leading to an operating loss widening to €182.0M. However, cash and equivalents rose 46% to €345.9M, bolstered by a €125.5M net cash inflow including €204.8M from investing activities, while total assets decreased to €562.3M and shareholders' equity fell to €484.1M.

• ·Direct external R&D expenses for TCR T-cell therapy Programs increased to €49.5M in 2025 from €25.9M in 2024.
• ·Share-based compensation in R&D decreased to €7.5M in 2025 from €9.6M in 2024.
• ·Net cash from financing activities €97.4M in 2025, down from €319.7M in 2024.
• ·Accumulated deficit widened to €786.0M as of Dec 31, 2025 from €589.5M.
• ·Auditor: PricewaterhouseCoopers GmbH (Firm ID: 1275)

05-03-2026

Tango Therapeutics reported full year 2025 collaboration revenue of $62.4M, up 108% YoY from $30.0M, driven by Gilead agreement recognition, while R&D expenses decreased 8% YoY to $132.2M and net loss improved 22% to $101.6M from $130.3M. However, Q4 2025 collaboration revenue declined 100% to $0 from $5.4M YoY, license revenue was $0 for the year versus $12.1M prior, and Q4 net loss widened 26% to $38.7M; cash position remains strong at $343.1M as of Dec 31, 2025, funding operations into 2028 amid upcoming 2026 clinical milestones for vopimetostat.

• ·Appointment of Philippe Serrano as Chief Regulatory Officer.
• ·CEO succession: Barbara Weber retired, succeeded by Malte Peters; Weber becomes Executive Chair through 2026.
• ·Sung Lee appointed to Board of Directors in January 2026.
• ·Initial Phase 1/2 data from vopimetostat combinations expected in 2026.

05-03-2026

Janus International Group, Inc. (NYSE: JBI) announced the immediate appointments of Jeannine Lane and Paul Vasington to its Board of Directors on March 5, 2026. Ms. Lane, currently Executive Vice President, General Counsel and Corporate Secretary at Resideo Technologies, Inc., will chair the Nominating and Corporate Governance Committee, while Mr. Vasington, former CFO of Sensata Technologies, will join the Audit Committee and the newly established Innovation and Technology Committee. The company highlighted their expertise in enterprise risk, legal strategy, finance, and value creation to strengthen governance and support strategic growth.

• ·Ms. Lane has over 35 years of experience in global industrial manufacturing, consumer products, software, and wholesale distribution.
• ·Mr. Vasington served as CFO of Sensata Technologies from 2014 to 2023 and held finance roles at Honeywell from 2004 to 2014.

05-03-2026

Climb Bio reported Q4 and FY 2025 financial results, with cash and equivalents at $160.7M providing runway into 2028, down from $212.5M at year-end 2024. Pipeline advanced with dosing completed in budoprutug subcutaneous Phase 1 (data H1 2026) and ongoing trials in pMN, ITP, SLE, and CLYM116 Phase 1 (data mid-2026), but R&D expenses surged 130% YoY in Q4 to $13.7M and 226% for FY to $46.7M, driving Q4 net loss to $17.5M from $8.4M while FY net loss improved to $59.9M from $73.9M due to absence of prior IPRD charge.

• ·Net loss per share Q4 2025: $(0.26) vs $(0.13) in Q4 2024
• ·Net loss per share FY 2025: $(0.88) vs $(1.53) in FY 2024
• ·Total operating expenses Q4 2025: $19.3M vs $10.9M Q4 2024
• ·Total assets Dec 31, 2025: $167.7M vs $217.2M Dec 31, 2024

05-03-2026

GH Research PLC (GHRS) filed its 20-F Annual Report on March 05, 2026, disclosing standard sections including risk factors, operating review, and financial information without specific quantitative results provided in the excerpt. Key risks highlighted include lack of marketing and sales organization, no commercialization experience requiring significant future investments, and belief of being a PFIC for 2025 with likelihood continuing into 2026, potentially impacting U.S. investors adversely. Additional challenges noted involve establishing commercial infrastructure for GH001 and GH002, subject to regulatory approval, and strict DEA registration, inspection, and compliance requirements for controlled substances.

• ·Belief of PFIC status for 2025 taxable year, likely continuing in 2026 and future years.
• ·DEA registrations for facilities handling controlled substances must renew annually (except pharmacies every three years), with periodic inspections.
• ·Failure to comply with CSA and DEA regulations could lead to civil penalties, registration revocation, or criminal proceedings.

05-03-2026

HUTCHMED reported total revenue of $549M for the year ended December 31, 2025, down 13% YoY from $630M amid declines in Oncology/Immunology revenue (down 21% to $286M, with products like Fruzaqla -19%, Sulanda -45%) and flat Other Ventures revenue at $263M. However, net income attributable to the company surged to $457M from $38M, boosted by a $477M gain on divestment of equity investees, while R&D expenses fell 30% to $148M. The balance sheet showed total assets at $1.8B (up 38% YoY) with short-term investments rising to $1.3B, though cash equivalents dropped to $71M.

• ·PRC foreign-invested enterprises must reserve at least 10% of after-tax profits until reserves reach 50% of registered capital, limiting dividends.
• ·Basic EPS $0.53 for 2025 vs $0.04 for 2024.
• ·Total shareholders’ equity $1.3B as of Dec 31, 2025, up 62% YoY.

05-03-2026

Berkshire Hathaway Inc. commenced repurchasing shares of its Class A and Class B Common Stock on March 4, 2026, under its long-standing policy when the price is below conservatively determined intrinsic value, as disclosed for transparency amid leadership transition. Repurchases may occur via open-market or privately negotiated transactions, including Rule 10b5-1 plans, but there is no obligation for any specific number of shares and activity may be suspended without notice. No specific repurchase amounts or volumes were disclosed.

• ·Filing made pursuant to Items 8.01 (Other Events) and 9.01 (Financial Statements and Exhibits).
• ·Securities traded on New York Stock Exchange under symbols BRK.A, BRK.B, BRK27, BRK28, BRK30, BRK34, BRK35, BRK39, BRK41, BRK59.
• ·No obligation to update repurchase disclosures except as required by periodic reports (Form 10-Q, 10-K) or law.

05-03-2026

Bioventus Inc. reported Q4 2025 revenue of $157.9M, up 2.8% YoY on a reported basis and 10.0% organically, driven by 15.1% growth in Pain Treatments and 3.4% in Surgical Solutions; however, Restorative Therapies declined 26.0% due to the Advanced Rehabilitation Business divestiture, and full-year 2025 revenue fell 0.9% to $568.1M despite 7.5% organic growth with Surgical Solutions up 7.6% but Restorative Therapies down 30.4%. Profitability strengthened with Q4 Adjusted EBITDA up 30% to $36.7M, GAAP EPS $0.21 from $0.00, and cash from operations surging 97% to $38M, while FY Adjusted EPS rose 21.4% to $0.68. 2026 guidance anticipates $600M-$610M revenue (6-7% growth), Adjusted EPS $0.73-$0.77 (7-13% increase), and $82M-$87M cash from operations.

• ·Q4 U.S. revenue $139.5M +3.2% YoY reported, +10.1% organic.
• ·FY U.S. revenue $502.1M -0.9% YoY reported, +6.9% organic.
• ·Q4 International Surgical Solutions revenue down 8.6% to $6.7M.
• ·FY International revenue $66.0M -0.7% YoY reported, +11.5% organic.
• ·Advanced Rehabilitation Business divestiture: Q4 2025 $0.1M vs. 2024 $10.3M; FY 2025 $0.9M vs. 2024 $45.4M.

05-03-2026

Compass Therapeutics, Inc. (CMPX) filed its 10-K annual report on March 05, 2026, highlighting significant commercialization risks, including dependence on third-party payors for coverage and reimbursement, compliance with extensive U.S. federal, state, and foreign laws (e.g., anti-kickback, false claims, GDPR effective May 2018), and the need to establish marketing, sales, and distribution infrastructure. The company has never generated revenue from product sales and may never be profitable, while facing manufacturing risks such as delays, shortages, and potential recalls. Under equity compensation plans, 1.0 million shares of common stock are issuable upon vesting of restricted stock units.

• ·Equity compensation values exclude weighted average exercise price calculation per disclosure.
• ·Risks include post-approval requirements like REMS that could limit promotion, advertising, distribution, or sales.

05-03-2026

Ranpak Holdings Corp (NYSE: PACK) reported Q4 2025 net revenue of $111.9 million, up 6.6% YoY from $105.0 million, driven by automation equipment sales (+35.3% to $13.8 million) and void-fill (+7.6% to $52.3 million), while wrapping grew 11.7% but cushioning declined 4.5% to $34.3 million. However, Adjusted EBITDA fell 5.1% YoY to $24.0 million, gross margin dropped to 32.6% from 39.4%, and net loss widened to $9.5 million from $8.0 million. Full year 2025 net revenue increased 7.1% to $395.0 million, but Adjusted EBITDA declined 5.5% to $79.2 million and net loss expanded to $38.3 million from $21.5 million.

• ·2026 guidance: net revenue $415-445M (5.1%-12.7% growth); Adjusted EBITDA $83.5-95M (5.4%-19.9% growth).
• ·Void-fill systems installed base: 88.8 thousand (+3.6% YoY).
• ·Wrapping systems installed base: 22.9 thousand (+1.3% YoY).
• ·Conference call scheduled for March 5, 2026 at 8:30 a.m. ET.

05-03-2026

ASP Isotopes Inc. issued a press release on March 5, 2026, announcing the appointment of Nate Salpeter, Ph.D., as Chief Technology Officer of Quantum Leap Energy LLC. The disclosure is made under Regulation FD (Item 7.01) with the press release attached as Exhibit 99.1. No financial metrics, performance data, or other quantitative details are provided in the filing.

05-03-2026

REGENXBIO reported Q4 2025 revenues of $30.3M, up 43% YoY from $21.2M, and full-year 2025 revenues of $170.4M, up 105% YoY from $83.3M, driven by Nippon Shinyaku collaboration and higher royalties; however, Q4 net loss widened 31% YoY to $67.1M from $51.2M due to elevated R&D expenses (up 18% to $59.6M) and G&A (up 11% to $22.4M), while full-year net loss improved 15% to $193.9M from $227.1M. Cash and equivalents declined slightly 2% YoY to $240.9M from $244.9M, funding operations into early 2027, amid pipeline progress like RGX-202 data in Q2 2026 but setbacks including FDA holds on RGX-111/RGX-121 and a CRL for RGX-121.

• ·RGX-202 Phase I/II patients (n=4) improved average 7.4 NSAA points vs cTAP at 18 months (up from 6.6 at 12 months).
• ·ALTITUDE trial Dose Level 3 (n=15): 50% achieved ≥2-step DRSS improvement at 2 years; ≥70% risk reduction in vision-threatening complications vs historical controls.
• ·Pivotal enrollment complete for RGX-202 (n=30) in Oct 2025; confirmatory trial (n=30) ongoing.
• ·FDA clinical holds on RGX-111 (neoplasm case) and RGX-121 in Jan 2026; CRL for RGX-121 BLA in Feb 2026.
• ·Company plans FDA engagement on RGX-121 path forward; pre-BLA meeting mid-2026.

05-03-2026

MediWound Ltd.'s 20-F annual report includes a detailed description of burn wound classification by total body surface area (TBSA), noting that an adult's palm burn equates to 1% TBSA, the average hospitalized patient has burns covering 9% TBSA, and burns exceeding 15-20% TBSA typically require hospitalization. The report outlines burn degrees from superficial first-degree (self-healing) to fourth-degree (extending to muscle/bone, requiring debridement and extensive treatment), highlighting the role of debridement, autografting for full-thickness burns, and factors like patient age, burn location, and comorbidities in treatment decisions. No financial metrics or period-over-period comparisons are present in the provided excerpt.

• ·Superficial partial-thickness burns may heal after eschar removal, while deep partial-thickness burns risk progressing to full-thickness without timely debridement.
• ·Full-thickness (third-degree) burns require debridement and autografting using patient's own skin.
• ·Fourth-degree burns are rare and extend to muscle or bone.

05-03-2026

Lakeland Financial Corp (LKFN) filed its DEF 14A proxy statement on March 5, 2026, for the annual shareholder meeting on April 14, 2026, at 3:30 p.m. ET, held virtually. Proposals include the election of 13 director nominees, non-binding approval of executive officer compensation, and ratification of Crowe LLP as independent auditors for the year ending December 31, 2026, with the board recommending a FOR vote on all items.

• ·Shareholders can request proxy materials by March 31, 2026, via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com.
• ·Virtual meeting access: www.virtualshareholdermeeting.com/LKFN2026.

05-03-2026

For the year ended December 31, 2025, Distribution Solutions Group reported consolidated revenue of $1.98B, up 9.8% YoY from $1.80B, with strong growth in Gexpro Services (+12.7% to $497M) and Canada Branch Division (+77.1% to $221M), while Lawson (+2.6% to $481M) and TestEquity (+1.6% to $783M) showed modest increases. Operating income improved to $78.3M (4.0% margin) from $56.0M (3.1%), and net income swung to a profit of $8.3M from a $7.3M loss; however, adjusted EBITDA was essentially flat at $175.2M (vs. $175.3M) and gross margin declined slightly to 33.4% from 34.0%.

• ·Lawson end markets: Automotive 31%, Manufacturing 14%; Product categories: Aftermarket automotive supplies 21%, Fastening systems 16%.
• ·TestEquity end markets: Electronics manufacturing 31%, Aerospace and defense 20%.
• ·Interest expense stable at ~$55M YoY.
• ·Depreciation and amortization increased to $80.9M from $74.4M.

05-03-2026

CorMedix Inc. reported Q4 2025 net revenue of $128.6 million, up 312% YoY from $31.2 million, driven by $91.2 million from DefenCath and $37.4 million from the Melinta portfolio, with net income of $14.0 million and adjusted EBITDA of $77.2 million. Full-year 2025 revenue reached $311.7 million (616% YoY growth from $43.5 million), achieving net income of $163.0 million versus a $17.9 million loss in 2024. However, Q4 operating expenses surged 182% YoY to $48.2 million due to Melinta integration, and full-year operating expenses doubled to $125.6 million.

• ·2026 guidance: net revenue $300-320M, adjusted EBITDA $100-125M
• ·Melinta acquisition closed August 2025
• ·Phase 3 ReSPECT topline data expected Q2 2026
• ·TPN Phase 3 study targeted completion H1 2027
• ·Q4 diluted EPS $0.16 vs $0.20 YoY (slight decline due to share count)
• ·Tax expense Q4 2025: $42.4M from utilization of deferred tax assets
• ·Cash, cash equivalents and restricted cash: $145.8M at Dec 31, 2025 vs $40.8M at Dec 31, 2024

05-03-2026

Arvana Inc. (AVNI) filed an S-1 registration statement on March 5, 2026, for its IPO, reporting FY2024 revenue of $67,964, nearly flat but down 0.5% YoY from $68,276 due to hurricanes and vessel repairs that curtailed charter fishing services. Net loss improved significantly by 66% to $447,495 from $1,316,573, driven by a 23.1% reduction in operating expenses to $406,236 and 91% lower other expenses; however, gross profit declined 19.1% to $33,644 amid higher costs of service, total assets fell to $202,176 from $216,549, and working capital deficit stood at $969,980 with expected continued losses.

• ·Acquired Down2Fish Charters LLC on February 3, 2023, contributing to 2023 other expenses.
• ·Charter services curtailed in Q3 2023 and halted in Q4 2023 due to vessel repairs under warranty.
• ·Capital expenditures in 2023 included property and equipment from Down2Fish acquisition.
• ·Expects revenue increase next 12 months as vessels return to service, but higher operating expenses and continued net losses.

05-03-2026

Ciena reported fiscal Q1 2026 revenue of $1.43B, up 33% YoY from $1.07B, with adjusted EPS rising 111% to $1.35; Optical Networking drove growth to $1.02B (up from $728M). However, GAAP gross margin dipped 0.2 points to 43.8%, operating expenses increased 11.5% to $436.1M, and Blue Planet Automation revenue declined to $20.4M from $26M YoY. The company raised FY2026 revenue guidance to $5.9B-$6.3B (28% YoY growth at midpoint) and repurchased $80.5M in shares.

• ·Three customers each >10% of revenue totaled 47.4% in Q1 FY2026.
• ·Q2 FY2026 revenue guidance: $1.5B +/- $50M.
• ·Cash increased to $1.12B from $1.09B QoQ as of Jan 31, 2026.

05-03-2026

Aligos Therapeutics reported a sharply reduced net loss of $24.2M for the year ended December 31, 2025, compared to $131.2M in 2024 (-82% YoY), primarily due to a $60.2M gain from the change in fair value of 2023 Common Warrants and slight declines in operating expenses (total OpEx -3% to $90.2M). However, total revenue fell 45% YoY to $2.2M amid a complete drop in collaboration revenue (-100%) and customer revenue decline (-39% to $2.2M), while cash and equivalents decreased to $18.3M from $37.0M with operating cash burn of $82.5M. The company raised $101.6M net via PIPE financing, boosting total assets to $88.5M (+26%) and flipping stockholders' equity to a positive $53.5M from a $29.0M deficit.

• ·Net cash used in investing activities increased to $37.8M in 2025 from $18.3M in 2024, driven by short-term investment purchases.
• ·Stock-based compensation expense declined to $5.0M in 2025 from $8.5M in 2024.
• ·Net loss per share improved to ($2.45) in 2025 from ($20.94) in 2024.
• ·Restricted cash remained flat at $110K.

05-03-2026

FTC Solar reported Q4 2025 revenue of $32.9M, up 26% QoQ and 149% YoY, with non-GAAP gross margin improving to 23.4% from -25.6% YoY, marking one of the highest in company history, alongside full-year 2025 revenue growth of 110% to $99.7M. The company secured a 1GW U.S. supply agreement and an 840MW deal with Lubanzi in South Africa, boosting its contracted backlog to $491M. However, it posted a GAAP net loss of $33.7M due to a $26.4M warrant liability change, with Q1 2026 revenue guidance of $20-25M indicating a seasonal QoQ decline and ongoing Adjusted EBITDA losses.

• ·Cash increased to $21.1M from $11.2M YoY; accounts receivable rose to $55.7M.
• ·Product revenue Q4 2025: $26.2M (up from $10.4M YoY); Service: $6.7M (up from $2.8M YoY).
• ·Non-GAAP Adjusted EBITDA loss improved to $0.3M from $9.8M YoY.
• ·Q1 2026 non-GAAP gross margin guidance: -2.5% to 9.2%; Adjusted EBITDA loss $(9.6M) to $(5.9M).

05-03-2026

Intensity Therapeutics, Inc. filed an 8-K on March 05, 2026, under Items 2.02 (Results of Operations and Financial Condition) and 9.01 (Financial Statements and Exhibits), indicating release of financial results or non-GAAP measures. The filing size is 289 KB with Acc-no: 0001567264-26-000011, but no specific revenue, earnings, or period-over-period metrics are detailed in the provided EDGAR index. Recent filings include multiple prior 8-Ks, 10-Qs, and 10-Ks, suggesting ongoing reporting cadence.

• ·CIK: 0001567264
• ·SIC: 2836 - BIOLOGICAL PRODUCTS (NO DIAGNOSTIC SUBSTANCES)
• ·State of Inc.: DE
• ·Fiscal Year End: 12/31
• ·Mailing/Business Address: 1 Enterprise Drive, Suite 430, Shelton, CT 06484
• ·Phone: 203-221-7381

05-03-2026

Delta Air Lines announces key leadership changes, including Peter Carter's promotion to President, Dan Janki's appointment as Chief Operating Officer (previously CFO), Erik Snell's move to Chief Financial Officer, Ranjan Goswami's naming as Chief Marketing and Product Officer, and Alain Bellemare adding Chairman of Delta TechOps to his role as EVP and President – International. These changes follow the retirement of John Laughter, longtime EVP Chief of Operations and President of Delta TechOps, effective April 30, 2026, after over 30 years, and Alicia Tillman's departure as Chief Marketing Officer for external opportunities. CEO Ed Bastian emphasized the moves strengthen the executive team and reflect Delta's deep talent bench to drive long-term growth.

• ·All new appointees (Carter, Janki, Snell, Goswami) report directly to CEO Ed Bastian.
• ·John Laughter's career started as an aircraft liaison engineer in TechOps.

05-03-2026

First Business Financial Services, Inc. highlighted strong 2025 performance in its proxy statement for the April 24, 2026 Annual Meeting, with core deposit and loan balances growing 11% and 8% YoY over 2024, respectively, total revenue up 10%, and efficiency ratio improving to 58.78%. The company reported over 14% growth in pre-tax pre-provision earnings, EPS, and tangible book value per share, alongside a robust ROATCE of 15.3%, all exceeding strategic targets. Five-year TSR through December 31, 2025 reached 235%, outperforming peers (66% median), Russell 2000 (73%), and S&P 500 Banks (125%).

• ·2026 Annual Meeting virtually on April 24, 2026 at 10:00 a.m. CDT via www.meetnow.global/M6YH2SP
• ·Proposals: Elect three Class I directors to serve until 2029 Annual Meeting; approve 2026 Equity Incentive Plan; non-binding advisory vote on compensation
• ·Leadership transition: Dave Seiler to assume CEO role in May 2026 following Corey Chambas retirement (announced May 2025)
• ·Peer group: publicly traded banks with assets between $1.75B and $7.0B

05-03-2026

flyExclusive reported record Q4 2025 consolidated revenue of $104M, up 15% YoY, with double-digit growth across Jet Club, MRO (+48% YoY, +65% flight revenue), and Fractional (+56% YoY, +21% flight revenue), alongside positive Adjusted EBITDA of $6.6M and 13% flight hours growth despite 14% fewer aircraft. Full year 2025 revenue grew 15% YoY to achieve $48.8M Adjusted EBITDA, with gross profit up 52%, $84M paydown in long-term notes payable, and cash up 2% YoY. However, Q4 retail Jet Club sales declined 39% and YTD fractional retail sales fell 8%, while two non-performing aircraft remained at year-end.

• ·5th largest private operator in the U.S. per Argus since 2019
• ·Operating loss from non-performing aircraft reduced to >$400K per month from over $3M monthly at start of 2024; full elimination targeted by 2026
• ·Sequential quarterly Adjusted EBITDA improvement averaging +$3.7M per quarter
• ·Q4 2025 retail members +8% YoY; full year 2025 retail members +9% YoY
• ·12% YoY reduction in Q4 SG&A expense; 10% reduction full year 2025
• ·Core fleet aircraft utilization +23% YoY Q4 / +8% full year vs. contractually committed demand hours

05-03-2026

Rand Capital reported full year 2025 total investment income of $6.5 million, down from $8.6 million in 2024 primarily due to portfolio repayments and slower deal originations, while Q4 2025 income decreased 40% YoY to $1.3 million amid a 46% drop in interest income. Portfolio fair value fell 32% to $48.5 million across 20 companies, with debt investments rising to 79% but yield declining to 11.3% from 13.8%; however, net investment income per share increased 35% YoY to $1.80, the company ended with over $23 million liquidity, no debt, net assets of $52.2 million, and paid $1.72 per share in dividends.

• ·On February 25, 2026, declared quarterly dividend of $0.29 per share, payable March 25, 2026 to shareholders of record March 11, 2026.
• ·Senior secured revolving credit facility matures 2027 with up to $25M capacity and no borrowings outstanding as of Dec 31, 2025.
• ·New Q4 investment in Bauer: 13% term loan and warrants for 12% ownership interest.

05-03-2026

Sysco Corporation announced that Executive VP and CFO Kenny Cheung will step down effective March 6, 2026, to join a Fortune 10 company, with Brandon Sewell appointed as Interim CFO; Cheung will remain until April 17, 2026, to ensure a smooth transition. The company highlighted Cheung's contributions to finance organization improvements and ROIC discipline, while praising Sewell's deep experience leading U.S. finance, supply chain, and merchandising. Sysco reaffirmed FY2026 adjusted EPS guidance at the high end of $4.50-$4.60, sales growth of 3%-5%, Q3 2026 consensus adjusted EPS of $0.94, and USFS local case growth of at least 2.5% YoY.

• ·Sysco generated sales of more than $81B in FY2025 ended June 28, 2025.
• ·Sewell joined Sysco in 2014 with 12 years tenure, holds degrees from Brigham Young University and Duke Fuqua.

05-03-2026

Acorn Energy, Inc. reported FY2025 revenues of $11.5M, up 4.5% YoY from $11.0M, driven by OmniMetrix with gross profit margin improving to 77% from 73%; operating income rose slightly 2.7% to $2.0M. However, net income attributable to stockholders fell sharply 60% to $2.5M from $6.3M due to a lower deferred tax benefit ($0.5M vs $4.4M), resulting in diluted EPS declining to $0.99 from $2.51; the Critical Power (CP) segment revenues dropped 33% to $0.7M (6% of total) from $1.1M (10%), and total hardware revenues decreased 8% to $5.9M.

• ·R&D expense increased 8% YoY to $1.1M from $1.0M.
• ·SG&A expense rose 13.5% YoY to $5.7M from $5.1M.
• ·Deferred income tax benefit $0.5M in FY2025 vs $4.4M in FY2024.
• ·Lease obligations: $41k (2026), $42k (2027), $33k (2028).
• ·Stock option grants: 2,200 options at $17.50 (2025) and $17.89 exercise prices.

05-03-2026

Okta, Inc. reported total revenue of $2.9B for the year ended January 31, 2026, up 12% YoY from $2.6B in 2025, primarily driven by 12% subscription revenue growth to $2.9B, while professional services revenue grew 18% to $64M. Gross profit increased 13% to $2.3B with gross margin expanding to 77%, leading to operating income of $149M and net income of $235M, a sharp turnaround from a $74M operating loss and $28M net income in 2025. However, R&D expenses declined slightly by 1% to $639M, sales and marketing rose 5% to $1.0B, and G&A remained flat at $448M.

• ·Subscription revenue represented 98% of total revenue in FY2026, unchanged from FY2025.
• ·Total cost of revenue increased 7% YoY to $661M in FY2026.
• ·Stock-based compensation expense decreased to $544M in FY2026 from $565M in FY2025.
• ·Restructuring and other charges fell to $4M in FY2026 from $11M in FY2025.

05-03-2026

McKesson Corporation announced that Executive Vice President and CFO Britt Vitalone will retire after a 20-year career, including over eight years as CFO, with Kenny Cheung succeeding him effective May 29, 2026. Vitalone will remain as a strategic advisor to support the transition and the planned separation of McKesson’s Medical Surgical Solutions into an independent company. The announcement highlights Vitalone's contributions to financial performance and capital allocation amid the company's strong third quarter results with record revenue and adjusted operating profit.

• ·Filing date: March 5, 2026
• ·Vitalone's tenure: 20 years at McKesson, more than 8 years as CFO
• ·Cheung previously served as EVP and CFO at Sysco

05-03-2026

Reviva Pharmaceuticals Holdings, Inc. amended its Amended and Restated Certificate of Incorporation to implement a one-for-20 reverse stock split of its Common Stock, effective 12:01 a.m. Eastern Time on March 9, 2026. The Reverse Split reclassifies every 20 shares of Old Common Stock into 1 share of New Common Stock, with no reduction in authorized shares, and applies to convertible securities or rights. The amendment was duly adopted by the Board of Directors and stockholders per Delaware General Corporation Law, with fractional shares rounded up to the nearest whole share.

• ·Reverse Split executed on March 4, 2026, and filed on March 5, 2026.
• ·Old Common Stock certificates automatically represent New Common Stock post-Effective Time, subject to fractional adjustment.
• ·Reverse Split applies to securities or rights convertible into, exchangeable for, or exercisable for Old Common Stock.

05-03-2026

The Toro Company reported fiscal 2026 Q1 net sales of $1.036 billion, up 4% YoY from $995 million, driven by 7.2% growth in the Professional segment to $824 million, though the Residential segment declined 6.8% to $206 million. Adjusted EPS increased 14% YoY to $0.74, beating expectations, with $133 million returned to shareholders and full-year guidance raised to 3-6.5% sales growth and $4.40-$4.60 adjusted EPS; however, adjusted gross margin fell to 33.4% from 34.1% due to higher costs.

• ·Tornado acquisition expected to add ~2% to FY26 net sales and be modestly accretive to adjusted EPS
• ·Professional segment margin improved to 16.7% from 16.5%; Residential margin declined to 6.4% from 7.8%
• ·SG&A expense as % of sales improved to 24.1% from 25.9%
• ·Interest expense $14.2M, down $0.8M YoY
• ·Fiscal 2026 earnings conference call on March 5, 2026 at 10:00 a.m. CT

05-03-2026

Ambiq Micro reported FY 2025 net sales of $72.5M, down 4.7% YoY despite sequential growth in every quarter, with Q4 net sales reaching a record $20.7M, up 14.2% QoQ and 2.0% YoY. Gross margins expanded significantly to 44.3% GAAP (up 12.4 pts YoY) and 45.0% non-GAAP, driving the highest-ever FY gross profit of $32.1M (up 32.1% YoY), though operating expenses rose 10.4% YoY to $71.6M and net loss narrowed to $36.5M (14.0% improvement). Q1 2026 guidance projects net sales of $21.0-22.0M with non-GAAP gross margin of 44-45%.

• ·Cash and equivalents increased to $140.3M at Dec 31, 2025 from $61.0M at Dec 31, 2024.
• ·Q1 2026 non-GAAP operating expense guidance: $18.0M to $18.5M.
• ·Q1 2026 non-GAAP net loss per share guidance: ($0.39) to ($0.33).
• ·Conference call replay available through March 12, 2026.

05-03-2026

Sirius XM Radio LLC completed a cash tender offer for any and all of its outstanding $1B 3.125% Senior Notes due 2026, with $498.9M (49.89%) validly tendered at $994.64 per $1,000 principal, excluding $70.6M subject to guaranteed delivery procedures. The repurchase is funded partly by $1.25B of newly issued 5.875% senior notes due 2032, which closed on March 4, 2026. Remaining untendered notes will be redeemed or defeased using proceeds and cash on hand.

• ·Notes commenced tender offer on February 26, 2026; expired March 4, 2026 at 5:00 p.m. NYC time
• ·Settlement payment for valid tenders expected March 5, 2026; guaranteed delivery payment expected March 9, 2026
• ·Notes callable at 100.000% of principal plus accrued interest; mature September 1, 2026
• ·CUSIP Numbers: 82967NBL1, U82764AU2, 82967NBN7

05-03-2026

CytoDyn Inc. disclosed unregistered sales of equity securities exceeding 5% of shares outstanding as of January 9, 2026, primarily through a private placement concluding on February 27, 2026, raising approximately $17.5M from 81.4M units at $0.2153 each. Additional cash inflows included $1.0M from a direct sale of 3.95M shares, $0.1M from 0.46M units, and $0.2M from 0.8M shares under a SEPA, while 5.9M shares were issued in exchange for $1.5M in convertible notes without new cash. The transactions provide significant capital but involve substantial dilution from over 92M new shares issued.

• ·Warrants to investors: 5-year term, $0.26 exercise price.
• ·Placement agent warrants: 10-year term, $0.2153 exercise price, cashless exercise provision.
• ·Deal price of $0.2153 equals 90% of lower VWAP from Jan 30 and Feb 27, 2026 closings.
• ·Reliance on Reg D Rule 506, Section 4(a)(2), and Section 3(a)(9) exemptions.
• ·Company to file resale registration for placement shares and warrants.

05-03-2026

Global Payments Inc. filed this 8-K on March 5, 2026, to provide audited combined and consolidated financial statements of Worldpay Holdco, LLC (acquired 100% in January 2026 from Fidelity National Information Services, Inc. and GTCR LLC affiliates) as of December 31, 2025 and 2024, for the year ended December 31, 2025, the eleven-month period ended December 31, 2024 (Successor), and the one-month period ended January 31, 2024 (Predecessor). The filing also includes unaudited pro forma condensed combined financial information for Global Payments as of and for the year ended December 31, 2025, following the simultaneous divestiture of its Issuer Solutions business to FIS. This updates investors on the financial data related to these transactions for incorporation into registration statements.

• ·Securities registered: Common stock (GPN) and 4.875% Senior Notes due 2031 (GPN31A) on New York Stock Exchange.
• ·Consent of KPMG LLP provided for Worldpay financial statements.

05-03-2026

On February 27, 2026, Valerie O. Murray, President of Beacon Trust Company and Executive Vice President and Chief Wealth Management Officer of Provident Bank (subsidiaries of Provident Financial Services, Inc.), announced her resignation effective May 22, 2026, to pursue other opportunities, with no disagreement on company matters. Under the Separation Agreement, she will be on garden leave from March 27 to May 22, 2026, continuing to receive base salary and benefits, and is entitled to a $1.2M lump sum payment subject to conditions including a release of claims. The company expressed appreciation for her leadership and contributions.

• ·Filing date: March 5, 2026
• ·Garden leave period: March 27, 2026 to May 22, 2026
• ·Resignation announcement date: February 27, 2026

05-03-2026

PacBio (NASDAQ: PACB) announced on March 5, 2026, the appointment of Christopher Gibson, Ph.D., co-founder and Chairman of Recursion (NASDAQ: RXRX), to its Board of Directors to strengthen expertise in AI-driven biology and data tools for HiFi sequencing. CEO Christian Henry stated that Gibson's experience scaling AI-native life sciences will support PacBio's vision of integrating sequencing, computation, and data-driven discovery. Gibson expressed enthusiasm for leveraging PacBio's high-quality long-read sequencing datasets with AI analytics to accelerate healthcare advancements.

• ·Filing date: March 05, 2026
• ·PacBio products are for Research Use Only, not for diagnostic procedures

05-03-2026

Splash Beverage Group, Inc. announced the execution of a non-binding letter of intent for a business combination with Medterra CBD, LLC, a leading manufacturer and multi-brand operator of federally compliant cannabinoid wellness products. Medterra serves over 2 million customers across the United States and internationally. The press release detailing the LOI is furnished as Exhibit 99.1.

• ·The letter of intent is non-binding.
• ·Announcement date: March 5, 2026.

05-03-2026

Classover Holdings, Inc. (KIDZW) filed an 8-K on March 05, 2026, covering Items 3.03 (material events, potentially impairments), 5.03 (charter or bylaws amendments), and 9.01 (financial statements and exhibits), categorized under Charter/Bylaws Amendments as a Material Event. No specific financial metrics, period-over-period comparisons, improvements, declines, or flat performance were disclosed in the provided filing index. The filing size is 562 KB with no quantitative impacts detailed.

• ·CIK: 0002022308
• ·SIC: 8200 - SERVICES-EDUCATIONAL SERVICES
• ·Mailing/Business Address: 8 THE GREEN STE B, DOVER DE 19901
• ·Phone: 530-574-6789
• ·Fiscal Year End: December 31
• ·File/Film Number: 001-42588 / 26724283

05-03-2026

Aditxt, Inc. amended its Certificate of Incorporation to implement a 1-for-8 reverse stock split, effective March 6, 2026, at 4:01 p.m. Eastern Time, whereby every eight shares of old common stock will automatically convert into one share of new common stock. Fractional shares will be rounded up to a whole share, with the amendment duly approved by stockholders pursuant to Delaware General Corporation Law Section 242.

• ·Original Certificate of Incorporation filed with Delaware Secretary of State on September 28, 2017.
• ·Amendment inserts new Subsection (e) into ARTICLE IV, SECTION I.