Earnings Surprises

STAAR is off to a strong start in 2026, as reflected in our first quarter financial results. We have made meaningful advancements against our core objectives of Revenue Growth and Profit Expansion.

We started the year strong, focused on delivering for our clients with excellence and making advances in our strategic journey back to growth and margin expansion.

Our first-quarter performance demonstrates that Alignment continues to grow with discipline. We expanded our profitability by executing across sales, clinical operations and cost management, even as the Medicare Advantage environment continues to change.

We delivered a solid start to 2026, with first quarter revenue up 25% year-over-year and adjusted EBITDA of $6.2 million. Healthy demand for our biopreservation media and growth across our broader product portfolio reinforces our market leading position.

We delivered an exceptional quarter to begin the year, highlighted by strong revenue growth of 21%, net income growth of $13.5 million, and Adjusted EBITDA growth of 48%.

We entered 2026 with clear priorities—stabilizing the business, restoring growth, maintaining financial strength, and advancing a pipeline that we believe can define Sarepta’s next era.

Our team delivered another quarter of record growth, driven by continued momentum in our Precision Medicine Testing Services and Patient and Digital Solutions businesses.

Our first quarter results reflect a strong start to the year, including a 56% year-over-year increase in combined revenues of our growth products.

Oscar Health drove solid first-quarter performance with significant year-over-year improvements across our core metrics.

We continue to make tangible progress in our margin recovery efforts while strengthening the fundamental operations of each of our businesses.

Our strong first-quarter performance and increase in full-year 2026 guidance reflects disciplined execution and progress against our strategic priorities. We are seeing early returns from investments in data and technology, clinical execution, and operating discipline.

We delivered strong first quarter results across revenue, earnings, and cash flow, and we have carried that positive momentum into the second quarter.

We delivered a strong start to 2026, driven by solid execution and sustained demand for our points of care solutions.

We delivered a strong first quarter, generating $237.5 million in revenue and $63.0 million in adjusted non-GAAP EBITDA, with solid performance across all business units.

I'm pleased with our strong first quarter financial and operating results, underscored by adjusted EBITDA growth of 26% and an adjusted admissions increase of 2.0%.

We had a strong start to the year, with Decipher and Afirma volume growth surpassing expectations and exceeding our profitability targets.

These strong first-quarter results reinforce BeOne’s continued growth as a global oncology leader, driven by disciplined commercial execution, and underpinned by our established hematology leadership, and an impressive, rapidly emerging solid tumor pipeline.

Five years from launch, Kiniksa continues to deliver strong ARCALYST revenue growth, driven by expanding adoption of IL-1α and IL-1β inhibition for recurrent pericarditis.

Building off our strong 2025 results, we delivered solid first quarter performance led by double-digit organic revenue growth in our Specialty Nutrition Systems segment.

2026 is a defining year for Hims & Hers. We're not just growing, we're pulling away from the field on our path to becoming the world's largest consumer health platform.

The opening months of 2026 have set the stage for what will be a defining year for AdaptHealth. We completed the largest de novo expansion in the history of the home medical equipment industry, delivering revenue well ahead of our first quarter guidance.

We delivered a solid third quarter, reflecting continued improvement in operating execution and financial performance.

We are pleased with our first quarter results and see 2026 as another critical period for TransMedics as we deliver on several critical growth catalysts for our business.

Acadia delivered a solid first quarter of 2026 with total revenues of $268 million, driven by a strong start from DAYBUE, which generated sales of $101 million.

With the acquisition of Amicus Therapeutics complete, the addition of GALAFOLD and POMBILITI + OPFOLDA to our commercial portfolio allows us to reach patients with Fabry and Pompe diseases and meaningfully strengthens and accelerates our near-to-mid-term growth rates.

Harmony is well positioned for long-term growth, and we are focused on four key pillars to drive value creation. First, protect the pitolisant franchise to ensure durability into the 2030s, supported by multi-layered intellectual property.

I am pleased with our team’s ability to recover quickly from the cyber incident and continue delivering for our customers and their patients.

As we begin fiscal 2027, we anticipate our proven financial model and diversified portfolio of leading, trusted brands will result in sales growth approximate to our long-term expectations.

The first few months of 2026 have already proven to be highly productive and transformative for Ligand, said Todd Davis, CEO of Ligand.