Quaker Houghton press release ( KWR ): Q1 Non-GAAP EPS of $1.63 beats by $0.01 . Revenue of $480.5M (+8.5% Y/Y) beats by $17.14M .

格隆汇5月1日｜苹果(AAPL.O)：第二季度可穿戴设备收入为79.01亿美元。

Summit Hotel press release ( INN ): Q1 FFO of $0.17 misses by $0.02 . Revenue of $185.05M (+0.3% Y/Y) beats by $3.66M . Pro forma RevPAR: Pro forma RevPAR increased 0.2 percent to $126.57 compared to the first quarter of 2025. Pro forma ADR increased 1.5 percent to $176.85 compared to the same period in 2025, and pro forma occupancy decreased 1.3 percent to 71.6 percent. Pro Forma Hotel EBITDA (1): Pro forma hotel EBITDA decreased to $63.4 million from $65.1 million in the same period in 2025. FYE 2026 Outlook Low High Varianceto PriorMidpoint % Changeto PriorMidpoint Pro Forma RevPAR Growth (1) 0.50 % 3.00 % 0.25 % — % Adjusted EBITDAre $ 170,000 $ 181,000 $ 1,500 0.9 % Adjusted FFO $ 90,000 $ 102,000 $ (250) (0.3) % Adjusted FFO per share of Common Stock and Common Units $ 0.75 $ 0.85 $ 0.01 1.3 % Capital Expenditures, Pro Rata $ 55,000 $ 65,000 $ — — % Click to enlarge More on Summit Hotel Summit Hotel Properties: Undervalued With High Yield Make This A Buy Summit Hotel Properties, Inc. (INN) Q4 2025 Earnings Call Transcript Summit Hotel Properties, Inc. 2025 Q4 - Results - Earnings Call Presentation Summit Hotel Properties outlines 2026 RevPAR growth range of 0% to 3% with World Cup tailwind Seeking Alpha’s Quant Rating on Summit Hotel

Key PointsMuch of this was attributable to the fine performance of its growth portfolio.

SPS Commerce press release ( SPSC ): Q1 Non-GAAP EPS of $1.10 beats by $0.12 . Revenue of $192.1M (+5.8% Y/Y) misses by $0.61M . Revenue is expected to be in the range of $194.5 million to $196.5 million, representing 4% to 5% year-over-year growth. Net income per diluted share is expected to be in the range of $0.53 to $0.56, with fully diluted weighted average shares outstanding of 37.3 million shares. Non-GAAP income per diluted share is expected to be in the range of $1.06 to $1.09. Adjusted EBITDA is expected to be in the range of $60.9 million to $62.4 million. Non-cash, share-based compensation expense is expected to be $19.0 million, depreciation expense is expected to be $5.2 million, and amortization expense is expected to be $9.4 million. Revenue is expected to be in the range of $796.0 million to $802.0 million, representing 6% to 7% growth over 2025. Net income per diluted share is expected to be in the range of $2.66 to $2.69, with fully diluted weighted average shares outstanding of 37.3 million shares. Non-GAAP income per diluted share is expected to be in the range of $4.73 to $4.76. Adjusted EBITDA is expected to be in the range of $262.8 million to $267.3 million, representing 14% to 16% growth over 2025. Non-cash, share-based compensation expense is expected to be $69.8 million, depreciation expense is expected to be $23.0 million, and amortization expense is expected to be $37.4 million. More on SPS Commerce SPS Commerce: Buybacks, AI Features, Low Valuation Support 2026 Recovery Potential (Upgrade) SPS Commerce, Inc. (SPSC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript SPS Commerce, Inc. 2025 Q4 - Results - Earnings Call Presentation SPS Commerce Q1 2026 Earnings Preview Lowest Quant ranked mid-cap stocks with positive EPS surprises

Select Medical press release ( SEM ): Q1 Non-GAAP EPS of $0.36 misses by $0.10 . Revenue of $1.42B (+5.2% Y/Y) beats by $10M . Net income was $63.8 million for the first quarter ended March 31, 2026, compared to $74.7 million for the same quarter, prior year. Adjusted EBITDA was $141.6 million for the first quarter ended March 31, 2026, compared to $151.4 million for the same quarter, prior year. Earnings per common share was $0.35 for the first quarter ended March 31, 2026, compared to $0.44 for the same quarter, prior year. Adjusted earnings per common share was $0.36 for the first quarter ended March 31, 2026, compared to $0.44 for the same quarter, prior year. More on Select Medical Select Medical Holdings Corporation (SEM) Shareholder/Analyst Call Prepared Remarks Transcript Select Medical Holdings Corporation (SEM) Q4 2025 Earnings Call Transcript Select Medical Q1 2026 Earnings Preview Select Medical jumps as consortium strikes $3.9B cash buyout at $16.50 per share Seeking Alpha’s Quant Rating on Select Medical

Micron Technology Options Spot-On: On April 30th, 446.96K Contracts Were Traded, With 2.74 Million Open Interest Moomoo

Tanger Inc. posted first-quarter earnings that beat expectations and bumped up its full-year guidance, bolstered by robust tenant occupancy rates and a return to physical retail stores by Gen Z shoppers. The Greensboro, North Carolina-based real estate investment trust on Thursday reported revenue of $150.4 million for the three months ended March 31, up from $135.4 a year earlier. That beat Wall Street expectations for $145.7 million. Core funds from operations came in at $0.59 per share, higher than $0.53 a year earlier and the consensus estimate of $0.58. “We’ve seeing a much younger consumer come into our centers and want to spend,” Tanger President and Chief Operating Officer Stephen Yalof told Bloomberg in an interview. “They’ve got great spending power. They’re looking to be entertained, they’re looking for restaurants, they’re looking for things to do,” he said, calling of Gen Z the “fastest-growing brick-and-mortar shopper category across all channels.” See Also: Teens Sick of iPhones Are ‘Mallmaxxing’ With Mom and Dad In Tow (1) For the full fiscal year, Tanger, which has a portfolio of more than 40 shopping centers, nudged up its forecast for diluted funds from operations to a range of $2.42 to $2.50, from $2.41 to $2.49 previously.

格隆汇5月1日｜苹果(AAPL.O)2026财年Q2 净利润295.78亿美元，去年同期247.8亿美元，市场预期282.98亿美元。

Allkindza/E+ via Getty Images Tanger ( SKT ) reported first-quarter earnings that exceeded the average analyst estimate on record leasing volume and raised its full-year guidance . The Greensboro, North Carolina-based retail shopping destinations operator reported funds from operations per share of $0.59, up from $0.53 in the prior year period and above the S&P Cap IQ consensus estimate of $0.58. Revenue of $150.42M, up from $135.36M in the year-ago period. The metric surpassed the consensus estimate of $142.82M. Rental revenue jumped to $143.54M from the year-ago $129.29M. Same-center net operating income increased 2.6% year-over-year to $100.5M. Occupancy was 97.0% on March 31, 2026, compared to 95.8% on March 31, 2025, and 98.1% on December 31, 2025. "We achieved record leasing volume fueled by retailer demand and limited new supply. We are attracting new and younger shoppers by adding sought-after retailers, restaurants, and entertainment destinations that elevate our centers and drive incremental traffic and value," said CEO Stephen Yalof. For the full-year 2026, the company now estimates diluted FFO per share of $2.42-$2.50, compared to the prior guidance of $2.41-$2.49 and $2.46 consensus. Earnings conference call is scheduled for Friday, May 1, at 8:00 AM ET. More on Tanger Tanger Inc. (SKT) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Tanger: Quietly Outperforming The Market Tanger Inc. (SKT) Q4 2025 Earnings Call Transcript Tanger FFO of $0.59 beats by $0.01, revenue of $150.42M beats by $7.6M Tanger Board Chair to retire, Luis Ubiñas appointed as successor

Warrior Met Coal press release ( HCC ): Q1 GAAP EPS of $1.37 beats by $0.03 . Revenue of $448.47M (+49.5% Y/Y) misses by $14.8M . The Company reaffirmed its guidance for the full year 2026. This guidance is subject to many risks that may impact performance, such as global trade and tariff uncertainties, market conditions in the steel and steelmaking coal industries and overall global economic and competitive conditions, all as more fully described under Forward-Looking Statements. Coal sales 12.5 - 13.5 million short tons Coal production 12.0 - 13.0 million short tons Cash cost of sales (free-on-board port) $95 - $110 per short ton Capital expenditures for sustaining existing mines $105 - $115 million Capital expenditures for Blue Creek project $50 - $75 million Depreciation and depletion $225 - $250 million Selling, general and administrative expenses $75 - $85 million Interest expense $20 - $25 million Interest income $3 - $8 million Click to enlarge More on Warrior Met Coal Warrior Met Coal: A Low-Cost Premium Coking Coal Producer Warrior Met Coal: A Top Asset In The Sector At The Worst Point Of The Cycle Warrior Met Coal, Inc. (HCC) Q4 2025 Earnings Call Transcript Warrior Met Coal Q1 2026 Earnings Preview Warrior Met Coal declares $0.08 dividend

The new four-tier structure - Essentials, Startup, Grow, and ProMax meets home and commercial service businesses at every stage The new four-tier structure - Essentials, Startup, Grow, and ProMax meets home and commercial service businesses at every stage

UMH Properties press release ( UMH ): Q1 FFO of $0.23 in-line. Revenue of $65.84M (+7.5% Y/Y) misses by $0.48M . “We are tightening our guidance range and expect normalized FFO in the range of $0.98-$1.04 (3) per diluted share, or $1.01 per diluted share at the midpoint compared to previous FFO guidance range of $0.97-$1.05 per diluted share. As we head into the seasonally strong spring and summer months, we anticipate continued growth in occupancy, NOI, and sales, delivering long-term value and growing earnings to our shareholders.” More on UMH Properties UMH Properties: High-Yield Growth At A Discounted Value UMH Properties, Inc. (UMH) Q4 2025 Earnings Call Transcript UMH Properties outlines $0.97–$1.05 normalized FFO per share guidance for 2026 while expanding rental program and acquisitions Seeking Alpha’s Quant Rating on UMH Properties Historical earnings data for UMH Properties

格隆汇5月1日｜苹果(AAPL.O)2026财年Q2 EPS 2.01美元，去年同期1.65美元，市场预期1.94美元。

Meta Sells $25 Billion of Debt as Investor Worry, Fatigue Builds Yahoo Finance

Meta Looks to Raise as Much as $25 Billion With Jumbo Bond Sale Bloomberg.com

Encompass Health press release ( EHC ): Q1 Non-GAAP EPS of $1.60 beats by $0.11 . Revenue of $1.58B (+9.0% Y/Y) beats by $10M . More on Encompass Health Why I Think Encompass Health Can Grow Into Its Valuation Encompass Health Corporation (EHC) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Encompass Health Corporation 2025 Q4 - Results - Earnings Call Presentation Encompass Health Q1 2026 Earnings Preview EHC gains as Street applauds CMS payment rate increase

Apple Inc. reported revenue for the fiscal second quarter that topped analysts’ estimates, helped by demand for the iPhone and Mac. Revenue jumped 17% to $111.2 billion during the period, which ended March 28, the company said in a statement Thursday. Analysts had expected $109.7 billion. Apple itself had projected sales growth of 13% to 16%. The company is benefiting from a series of new products launched in March, including the MacBook Neo, iPhone 17e, updated iPad Air models and a fresh MacBook Pro. The $599 Neo — Apple’s first major push into low-cost laptops — has been particularly popular and remains sold out at several retailers. The latest numbers extend a sales resurgence that broke records during the holiday quarter, when revenue increased 16%. The results also signal that incoming Chief Executive Officer John Ternus , who is taking the reins from Tim Cook , will have a solid foundation when he assumes the job in September. Cook, who has run the company for 15 years, will remain at Apple as executive chairman. Apple shares rose about 1% in late trading following the announcement. The stock had been down less than 1% this year, trailing a 5.3% gain by the S&P 500 index. The strong sales suggest that Apple is weathering shortages of memory chips and other components — at least for now. A memory crunch has rippled through the tech industry, forcing companies to boost prices and reduce output. Apple hasn’t been entirely immune: The constraints have contributed to shipment delays for computers like the Mac mini, and the company has increased prices on some laptops. Read More: Why the AI Boom Will Make Phones, Cars, Devices More Expensive Beyond dealing with supply-chain challenges, Ternus is tasked with turning around Apple’s fortunes in artificial intelligence. The tech giant is struggling to keep up with its Silicon Valley rivals in this area and has delayed key features, including a revamped Siri voice assistant.

Unusual Options Activity: UMC, QCOM and Others Attract Market Bets, UMC V/OI Ratio Reaches 143.2 Moomoo

Safehold press release ( SAFE ): Q1 Non-GAAP EPS of $0.40 misses by $0.04 . Revenue of $110.85M (+13.5% Y/Y) beats by $12.04M . More on Safehold Safehold Inc. (SAFE) Q4 2025 Earnings Call Transcript Safehold Inc. 2025 Q4 - Results - Earnings Call Presentation Safehold Q1 2026 Earnings Preview Safehold outlines $1.2B liquidity position and targets increased ground lease volume for 2026 while expanding affordable housing platform Seeking Alpha’s Quant Rating on Safehold

苹果公司第二财季营收1111.8亿美元，分析师预期1096.6亿美元。第二财季iPhone收入569.9亿美元，创历史新高，分析师预期569.8亿美元。

格隆汇5月1日｜苹果(AAPL.O)：第二季度iPhone收入为569.94亿美元。

Highly specialized tech components maker TTM Technologies (NASDAQ: TTMI) was a highly desirable stock to own on Thursday. Investors piled into the company's equity after it published very encouraging first-quarter results that left analyst estimates in the dust. TTM stock closed the day more than 15% higher. Many of those investors couldn't wait to get their hands on TTM shares that day, as the company unveiled those solid results just after market close on Wednesday. It revealed that net sales ballooned by 30% year over year to $846 million, setting a fresh all-time company record. Image source: Getty Images. Continue reading

iamporpla/iStock via Getty Images Brazil Potash ( GRO ) down 6.3% post-market Thursday after launching a public offering of an unspecified amount of common shares and pre-funded warrants to purchase common shares, with an underwriters option to purchase up to an additional 15% of the securities to be sold in the proposed offering. The company said it plans to use the proceeds from the offering for working capital and other general corporate purposes. Brazil Potash ( GRO ) is developing the Autazes project to supply sustainable fertilizers; with an initial planned potash production of up to 2.4M tons/year, the company believes it could potentially supply ~20% of the current potash demand in Brazil . Canaccord Genuity is acting as the lead bookrunner for the proposed offering. More on Brazil Potash Brazilian Potash In 2026E - Very Compelling, Despite Risk Seeking Alpha’s Quant Rating on Brazil Potash Financial information for Brazil Potash

Amy Hopfinger, Chief Business & Strategy Officer, FIFA World Cup 2026 and Alex Lasry, CEO, NYNJ Host Committee, FIFA World Cup 2026 discuss scaling a global tournament and economic impact with Bloomberg’s Vanessa Perdomo at Bloomberg House Miami 2026. (Source: Bloomberg)

Apple sales beat expectations powered by Mac, but iPhone hits supply constraints Reuters

Federated Hermes press release ( FHI ): Q1 Non-GAAP EPS of $1.27 beats by $0.07 . Revenue of $478.9M (+13.1% Y/Y) beats by $4.57M . More on Federated Hermes Federated Hermes: Spotlight On Positive Earnings Surprise And Favorable Prospects Federated Hermes, Inc. (FHI) Q4 2025 Earnings Call Transcript Federated Hermes Q1 2026 Earnings Preview Federated Hermes Q1 dividend preview: 3-year streak set for another raise Seeking Alpha’s Quant Rating on Federated Hermes

Earnings Call Insights: Builders FirstSource (BLDR) Q1 2026 Management View "Our first quarter results reflect the adaptability of our operating model as we delivered strong strategic share growth in a weak housing market." (President, CEO & Director Peter Jackson) "We landed at the upper end of the expected Q1 range for sales and EBITDA, even as the macro was worse than we expected." (President, CEO & Director Jackson) "The surprise of the Middle East conflict and the uncertainty around implications for both affordability and consumer confidence have undermined the spring selling season." (President, CEO & Director Jackson) "These conditions have created sales and cost headwinds that we don't expect to fully offset this year." (President, CEO & Director Jackson) "So far in 2026, we have consolidated 21 facilities following the consolidation of 55 total facilities over the prior 2 years, all while maintaining an on-time and in-full rate greater than 90%." (President, CEO & Director Jackson) "We generated $6 million in productivity savings in Q1, primarily through targeted supply chain and logistics initiatives." (President, CEO & Director Jackson) "Earlier today, we announced that our Board of Directors authorized $500 million in share repurchases, inclusive of the $200 million remaining under our April 2025 authorization." (Executive VP & CFO Pete Beckmann) "In Q1, our digital platform processed nearly $800 million of quotes as we continue to automate key steps of the process." (President, CEO & Director Jackson) "Later this year, we will roll out the next generation of Digital Solutions... all accessible through mybldr.com with embedded AI capabilities providing actionable insights through a single unified platform." (President, CEO & Director Jackson) Outlook "Compared to 2025, single-family and multifamily starts are expected to be down 2.5% and repair and remodel down 1%." (Executive VP & CFO Beckmann) "We are guiding net sales in the range of $14.6 billion to ...

SPX Technologies press release ( SPXC ): Q1 Non-GAAP EPS of $1.69 beats by $0.13 . Revenue of $566.8M (+17.4% Y/Y) beats by $9.17M . Raising 2026 Guidance (all comparisons against the full year 2025, unless otherwise noted) Revenue range of $2.575 to $2.645 billion, up ~15% year-on-year at the midpoint (prior range: $2.535 to $2.605 billion). Adjusted EBITDA* range of $600 to $625 million, up ~21% year-on-year at the midpoint (prior range: $590 to $620 million). Adjusted EPS* range of $7.75 to $8.15, up ~18% year-on-year at the midpoint (prior range: $7.60 to $8.00). More on SPX Technologies SPX Technologies: Data Center Part Of The Business Is Attractive SPX Technologies: More Deals, More Growth, More Expectations SPX Technologies, Inc. (SPXC) Q4 2025 Earnings Call Transcript SPX Technologies Q1 2026 Earnings Preview SPX Technologies outlines 20% adjusted EBITDA growth target for 2026 amid HVAC segment expansion and $700M capacity investment

Key PointsSpotify's sales grew 8%, and its free cash flow spiked 54% as margins continued to improve.