EEX earnings analysis
What we found in EEX's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
Emerald Holding, Inc. reported Q1 2026 earnings showing a revenue increase to $155.4 million, up 5.2% year-over-year, and a diluted EPS of $0.14, slightly beating EPS expectations of $0.13. The net income decreased to $7.2 million, down 52.9% from $15.3 million last year, impacted by higher operational costs and increased selling, general, and administrative expenses. Management emphasized organic growth through acquisitions and increasing participation in trade shows as key strategies moving forward.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Revenue Growth
- Revenue increased to $155.4 million, up 5.2% from $147.7 million in Q1 2025.
- EPS Slightly Beats Estimates
- Reported diluted EPS was $0.14, above expectations of $0.13 but down from $0.08 in Q1 2025.
- Strong Free Cash Flow
- Free cash flow increased significantly to $26.9 million, a 149.1% increase from $10.8 million in Q1 2025.
- Connections Segment Performance
- Revenue for the Connections segment rose 5.7% to $146.2 million.
- Decrease in Interest Expense
- Interest expense reduced by 46% to $9.4 million from $17.4 million in Q1 2025.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Net Income Decline
- Net income fell to $7.2 million, down 52.9% from $15.3 million in Q1 2025.
- Increased Operational Costs
- Selling, general and administrative expenses surged 32.9% to $71.9 million from $54.1 million.
- Regulatory Approval for Future Acquisitions
- Dependence on timely regulatory approvals for acquisitions raises integration and operational risks.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.14
- Segment
- Connections
What they said about what is next.
Management indicated an ongoing focus on acquisitions as part of organic growth strategy, but specific guidance was not provided.
The filing reads about the same as the one before it.
What came before.
- 10-K · March 13, 2026
- Emerald Holding, Inc. experienced a significant increase in revenue for the year ending December 31, 2025, reporting $463.4 million, a 16.2% increase year-over-year. However, the company faced challenges with…
- 10-Q · October 31, 2025
- Emerald Holding, Inc. reported a mixed Q3 2025 performance with a revenue increase of 6.7% year-over-year, totaling $77.5 million, but faced a larger net loss of $14.4 million, up from $11.1 million in Q3 2024. The…
- 10-Q · August 4, 2025
- Emerald Holding, Inc. reported Q2 2025 results with revenues of $105.5 million, up 22.7% from $86 million in Q2 2024. Operating income rose 59.4% to $10.2 million, while adjusted EBITDA increased 59.5% to $24.4 million.…
This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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