The Tip Desk

June 2026 — page 5

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Planet Labs revenue accelerates as backlog exceeds $900 million

The satellite imaging company reported record first-quarter revenue of $94.2 million.
Earnings · June 4, 2026

Planet Labs Raises Revenue Guidance as Quarterly Sales Hit Record

The satellite imaging company raised its full-year revenue outlook to as much as $441 million following a record first quarter.
Earnings · June 4, 2026

Lululemon profit plunges as North America slumps

Earnings per share fell 35% to $1.69 in the latest quarter as gross margin compressed 410 basis points.
Earnings · June 4, 2026

Lululemon posts first revenue decline in five years

The athletic-apparel retailer’s earnings per share fell 35% to $1.69 in the latest quarter.
Earnings · June 4, 2026

Knight-Swift Profit Plunges 68% on Claims, Weather Hit

The trucking and logistics company reported adjusted earnings of $0.09 a share, down from $0.28 a year earlier, after a string of one-time charges eroded first-quarter results.
Earnings · June 4, 2026

Guidewire Software lifts revenue outlook on subscription strength

The property-casualty insurance software provider raised its full-year revenue guidance to as much as $1.47 billion.
Earnings · June 4, 2026

Alphabet Raises AI Financing as Cloud Growth Accelerates

The Google parent said first-party model APIs processed 19 billion tokens a minute.
Earnings · June 4, 2026

Alphabet Posts Record Cloud Growth as AI Spending Surges

The internet giant’s Google Cloud backlog nearly tripled to $460 billion in the quarter.
Earnings · June 4, 2026

Ciena raises annual revenue guide as cloud demand accelerates

The networking equipment provider reported second-quarter revenue of $1.57 billion, a 40% increase from a year ago.
Earnings · June 4, 2026

Ciena posts 40% revenue jump as AI demand surges

Adjusted earnings per share leapt 290% to $1.64 in the fiscal second quarter.
Earnings · June 4, 2026

Argan posts record revenue with 50% jump

The industrial contractor reported $46.1 million in net income for the quarter, more than double the year-earlier period.
Earnings · June 4, 2026

QXO to Buy TopBuild in $17 Billion All-Cash Deal

The acquisition would create the second-largest publicly traded building-products distributor in North America, with over $18 billion in combined revenue.
Deals · June 4, 2026

Datavault AI to Buy Fixed-Income Vehicle Assets in $2 Billion Deal

The asset purchase aims to create a collateral base for secured financing to scale the company’s digital-asset exchanges.
Deals · June 4, 2026

XPO Tonnage Rose as LTL Shipments Improved

XPO reported 594 operating locations in May, up from 592 earlier this year.
Earnings · June 3, 2026

Veeva lifts guidance as R&D growth offsets commercial slowdown

The life-sciences software provider raised its full-year revenue outlook to as much as $3.645 billion.
Earnings · June 3, 2026

TTM Technologies posts record sales on data-center demand

The circuit-board maker’s net sales jumped 30% to $846 million in the latest quarter.
Earnings · June 3, 2026

Old Dominion halts revenue slide as pricing holds

The less-than-truckload carrier posted a 2.9% year-over-year revenue decline, its smallest in five quarters.
Earnings · June 3, 2026

Johnson Controls Raises Guidance as Backlog Hits Record High

The building technology company reported second-quarter adjusted earnings per share of $1.19, a 45% increase year-over-year.
Earnings · June 3, 2026

Johnson Controls lifts profit forecast on backlog surge

The building-technology supplier raised its full-year adjusted EPS guidance to $4.65 a share.
Earnings · June 3, 2026

Five Below Raises Outlook After Sales Beat

Comparable sales increased 22.7%, topping Five Below’s prior forecast for a 14% to 16% gain.
Earnings · June 3, 2026

Fifth Third Projects 19% ROTCE Following Comerica Merger

The bank expects the acquisition to drive a 200-basis-point improvement in its efficiency ratio to the low-to-mid 50s by 2027.
Earnings · June 3, 2026

Five Below, Medtronic Lead June 3 Earnings Wave

Discount retailers and healthcare tech report strong growth as AI infrastructure investments scale.
Earnings Digest · June 3, 2026

CrowdStrike posts record cash flow as growth reaccelerates

The cybersecurity firm raised its net new ARR growth guidance by 520 basis points at the midpoint.
Earnings · June 3, 2026

CrowdStrike Lifts Outlook as Revenue Growth Accelerates for Fifth Straight Quarter

The cybersecurity company swung to a GAAP profit of $27.8 million as subscription revenue hit $1.32 billion, up 26% from a year earlier.
Earnings · June 3, 2026

Broadcom revenue jumps 48% on AI chip demand

The chipmaker’s AI semiconductor sales more than doubled to $10.8 billion in the quarter.
Earnings · June 3, 2026

Arch Capital Profit Nearly Doubles as Catastrophe Losses Recede

The insurer's net income surged 84% to $1.0 billion in the first quarter, powered by a sharp drop in catastrophe claims.
Earnings · June 3, 2026

Arch Capital posts 84% jump in net income

The insurer reported annualized net income return on equity of 17.8%, up from 11.1% a year earlier.
Earnings · June 3, 2026

Arch Capital earnings double on reinsurance rebound

The Bermuda-based insurer posted first-quarter net income of $1.0 billion, up 84% from a year earlier.
Earnings · June 3, 2026

Richtech Robotics Buys Las Vegas Facility in $21.2 Million Asset Deal

The acquisition bolsters the company’s AI infrastructure and robotics data-collection capacity in a key regional hub.
Deals · June 3, 2026

ATN International Closes $268 Million Tower Sale to Everest Affiliate

The asset sale of 214 Southwestern U.S. towers is designed to bolster ATN's liquidity and fund debt repayment as the company sharpens its focus on core connectivity markets.
Deals · June 3, 2026

Healthcare Leads Surge in ATS Mix Across Six Industries

Off-exchange trading shifted heavily toward ATS venues during the week of June 1, 2026, led by a massive spike in Healthcare & Pharma.
Off-Exchange Watch · June 2, 2026

USA Rare Earth to Build $1.2 Billion Magnet Plant in South Carolina

Revenue quintupled to $5.7 million in the first full quarter of metal sales from its LCM acquisition, as the company laid out plans for a massive domestic manufacturing expansion.
Earnings · June 2, 2026

Ulta Beauty sales growth accelerates to 11%

The beauty retailer’s first-quarter earnings rose 15.5% to $7.74 a share.
Earnings · June 2, 2026

Ulta Beauty Raised Profit Outlook as Sales Accelerated

Diluted earnings rose to $7.74 a share as gross margin improved and comparable sales kept growing.
Earnings · June 2, 2026

Shake Shack lowers full-year profit and revenue guidance

The company reduced its full-year net income forecast to a range of $45 million to $55 million.
Earnings · June 2, 2026

Palo Alto Networks lifts guidance after revenue jumps 31%

The cybersecurity firm raised its full-year revenue outlook to $11.3 billion after third-quarter sales climbed to $3.0 billion.
Earnings · June 2, 2026

Hub Group restates prior quarters, flags leadership exits

The transportation-services provider disclosed a $77 million understatement of purchased transportation costs and accounts payable.
Earnings · June 2, 2026

Hims & Hers Pivots Weight-Loss Strategy, Partners With Novo Nordisk

The telehealth company acquired Eucalyptus, adding 850,000 customers across five countries while overhauling its GLP-1 business.
Earnings · June 2, 2026

Dollar General sales growth slows as shoppers pull back

Same-store sales rose 2% in the latest quarter, down from 4.3% in the prior period.
Earnings · June 2, 2026

Dollar General raises annual profit outlook as margins expand

The discount retailer reported first-quarter diluted earnings of $2.00 a share.
Earnings · June 2, 2026

Worthington Steel to Buy Kloeckner in $2.4 Billion All-Cash Deal

The acquisition would create the second-largest steel service center company in North America by revenue and deliver $150 million in annual synergies.
Deals · June 2, 2026

John Wiley & Sons to Buy Emerald Publishing in $452 Million Cash Deal

The acquisition expands Wiley's journal portfolio to 2,500 titles and strengthens its proprietary content library for AI and data analytics applications.
Deals · June 2, 2026

QXO to Buy TopBuild in $17 Billion Deal

The acquisition will make QXO the second largest publicly traded building products distributor in North America.
Deals · June 2, 2026

Hims & Hers to Buy Eucalyptus in Global Expansion Deal

The acquisition extends the telehealth platform’s reach across five countries, positioning it as an everyday health companion for consumers worldwide.
Deals · June 2, 2026

ESAB to Buy Eddyfi Technologies in $1.45 Billion Deal

Acquisition accelerates ESAB’s expansion into inspection and monitoring with high-margin, high-growth instrumentation technology.
Deals · June 2, 2026

Capex Holds Steady as Credit Costs Shape Corporate Plans

Across a 37-company slice of this week's disclosures spanning 13 industries, capital spending and the cost of credit emerged as the two most common threads, each running through 17 companies in 11 industries.
Economy Survey · June 1, 2026

Welltower expands senior housing portfolio through aggressive investment

The real estate investment trust increased its quarterly common stock dividend 15% to $0.85 a share.
Earnings · June 1, 2026

Norfolk Southern halts profit slide as costs weigh

The railroad’s adjusted earnings per share fell just 1% as volume declines eased.
Earnings · June 1, 2026

IFF to Sell Food Ingredients Unit to CVC for $4.3 Billion

The flavor-and-fragrance maker will narrow its portfolio to three businesses after divesting a division that generated $3.1 billion in annual sales.
Earnings · June 1, 2026

Hewlett Packard Enterprise revenue jumps 40%

The enterprise technology provider raised its full-year earnings guidance to $3.35-$3.45 a share.
Earnings · June 1, 2026