Rockwell Medical, Inc. furnished an updated corporate presentation, dated May 7, 2026, for investor and public reference. The presentation is provided as Exhibit 99.1 under a current report. The material is furnished under Regulation FD, meaning it is not treated as filed for liability purposes.
Rockwell Medical, Inc. reported first-quarter 2026 results showing slightly lower sales but stable losses and improved cash use. Net sales were $17.3 million, down 8% from $18.9 million a year earlier, mainly from reduced DaVita purchases, partly offset by higher pricing and new customers.
Gross profit was $2.9 million with a 17% margin, similar to last year, and net loss was $1.6 million, or $0.04 per share. DaVita accounted for 7% of sales versus 27% in 2025, reducing customer concentration. Operating cash outflow improved sharply to about $0.2 million from $3.5 million.
Rockwell ended March 31, 2026 with $23.9 million in cash, cash equivalents and available-for-sale investments and working capital of $27.1 million. Management states these resources, plus $13.1 million remaining under its at-the-market equity program, are expected to fund operations for at least 12 months.
Rockwell Medical reported first quarter 2026 results showing mixed top-line but improving profitability metrics. Net sales were $17.3 million, down 8% from $18.9 million a year earlier, mainly due to lower purchasing by one customer. Gross profit was $2.9 million and gross margin improved slightly to 17% from 16%.
The company posted a net loss of $1.6 million, similar to the prior year, while Adjusted EBITDA improved to a loss of $0.3 million from a $0.4 million loss. Cash, cash equivalents and investments were $23.9 million. For 2026, Rockwell guides to net sales of $70–$75 million, gross margin of 18%–22%, Adjusted EBITDA of $1–$2 million, and positive operating cash flow, supported by pricing actions and operational changes expected to add over $3 million in annualized gross profit.
Rockwell Medical, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on June 12, 2026. The agenda includes electing two Class II directors through 2029, an advisory vote on executive pay, ratifying EisnerAmper LLP as auditor, and approving a reverse stock split amendment.
Holders of 39,405,302 common shares as of April 16, 2026 can vote, with one vote per share. The proxy also details board structure, committee independence, executive employment terms, performance-based equity awards, severance and change-in-control protections, stock ownership guidelines, clawback policy, and anti-hedging and anti-pledging rules.
Rockwell Medical, Inc. has circulated a preliminary proxy statement for its 2026 Annual Meeting, to be held virtually on June 12, 2026. Items for shareholder vote include election of two Class II directors, an advisory vote on executive compensation, ratification of EisnerAmper LLP as auditor, and a proposal to amend the Certificate of Incorporation to effect a reverse stock split. Only holders of record on April 16, 2026 may vote. The Board recommends voting FOR all proposals. Proxy materials and the 2025 Annual Report are available at the virtual meeting website.
Neri Jesse reported acquisition or exercise transactions in this Form 4 filing.
ROCKWELL MEDICAL, INC. reported that its SVP, Finance and CFO, Jesse Neri, received a grant of 97,500 performance-based restricted stock units (PSUs) on May 20, 2025. Each PSU represents the right to receive one share of common stock.
The PSUs have a three-year term ending on May 20, 2028. Any units that remain unvested at that third anniversary will be cancelled. Vesting can occur on or after the first anniversary of the grant date, but only if a performance hurdle is met.
The performance hurdle is satisfied if the average closing price of Rockwell Medical’s common stock over any 60 consecutive trading days during the three-year performance period equals two times the base price. The base price for this award is $2.14 per share. Following this grant, Neri holds 97,500 PSUs directly.
TIMMINS MEGAN C. reported acquisition or exercise transactions in this Form 4 filing.
ROCKWELL MEDICAL, INC. executive Megan C. Timmins, EVP, CLO and Secretary, received a grant of 97,500 performance-based restricted stock units (PSUs) tied to the company’s common stock. This is a compensation-related award, not an open-market stock purchase or sale.
The PSUs run for three years from the grant date and any unvested units are cancelled after the third anniversary. They can vest on or after the first anniversary only if a share-price performance hurdle is met over a 60-day trading window, using a base price of $2.14.
Chole Timothy reported acquisition or exercise transactions in this Form 4 filing.
ROCKWELL MEDICAL, INC. reported that SVP and Chief Commercial Officer Timothy Chole received a grant of 85,000 performance-based restricted stock units on May 20, 2025. Each unit relates to one share of common stock and was awarded at no cash cost.
The PSUs have a three-year term ending on the third anniversary of the grant date, with an expiration date of May 20, 2028. They vest on or after the first anniversary only if a stock-price performance hurdle is achieved.
The performance hurdle is met if the average closing price of Rockwell Medical’s common stock over any 60 consecutive trading days during the three-year performance period equals two times the base price. The base price for this award is $2.14, calculated from the average closing price over the ten trading days before the grant.
Strobeck Mark reported acquisition or exercise transactions in this Form 4 filing.
Rockwell Medical, Inc. reported that President and CEO Mark Strobeck received a grant of 352,000 performance-based restricted stock units (PSUs) tied to the company’s common stock. The PSUs have a three-year term from the May 20, 2025 grant date and expire on May 20, 2028.
The units vest only if a stock price performance hurdle is achieved. During the three-year performance period, the average closing price over any 60 consecutive trading days must reach two times the base price. The base price for this award is $2.14, calculated from the average closing price over the ten trading days before the grant date.