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.

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.

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 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.

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.

Neurocrine’s strong first-quarter performance reflects continued momentum across our commercial portfolio, as we advance our growth strategy and diversify across therapeutic areas.

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%.

In its third full quarter on the market, YUTREPIA continued to demonstrate sustained uptake in pulmonary arterial hypertension (PAH) and pulmonary hypertension associated with interstitial lung disease (PH-ILD), consistent with its growing adoption as the preferred inhaled prostacyclin of choice.

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

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.

Our second quarter results fell short of our expectations, reflecting both execution gaps and a more cautious demand environment, particularly in North America.

Our first quarter results were in line with our preliminary revenue announcement and reflected a significantly weaker respiratory season and business disruption in China and the Middle East.

We are pleased with IBTROZI’s ongoing launch trends in the first quarter of 2026, as we continue to deepen its adoption across lines of therapy and make significant progress in becoming the standard of care for people living with advanced ROS1-positive NSCLC.

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.

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.

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.

I am pleased with the progress we made in my first quarter at Certara. We are taking decisive steps to sharpen our execution and position Certara for long-term growth, including divesting our Medical Writing business

I want to begin by thanking our partners and clinical teams for their tremendous care and their continued efforts on behalf of our patients and across several important initiatives this year.