The Tip Desk

July 2026 — page 5

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West Fraser Timber Reports Second Quarter Loss of $61 Million

The diversified wood products company saw six-month earnings drop to a $249 million loss from an $18 million profit in the prior year.
Earnings · July 29, 2026

Kinross Gold Net Earnings Rise 88% for First Half

The gold miner reported net earnings attributable to common shareholders of $1.687 billion for the six months ended June 30, 2026
Earnings · July 29, 2026

Hudbay Minerals Improves 2026 Cash Cost Guidance

The copper-focused miner reported second quarter revenue of $631.3 million and improved its full-year consolidated cash cost guidance to a range of $(0.45) to $(0.25) per pound of copper
Earnings · July 29, 2026

CGI Reports Third Quarter Revenue Growth and EPS Accretion

The IT services provider reported diluted earnings per share of 2.23 Canadian dollars, a 22.5% increase year-over-year
Earnings · July 29, 2026

GFL Environmental Raises Full Year Guidance Following Revenue Growth

The waste management company reported organic revenue growth of 6.4%, which accelerated sequentially by 180 basis points
Earnings · July 29, 2026

Aris Mining Reports Second Quarter Gold Revenue of $321 Million

The gold miner ended the second quarter with a cash balance of $426 million after funding $121 million in capital projects
Earnings · July 29, 2026

Agnico Eagle Adjusted Net Income Rises to $1.54 Billion

The gold producer reported a 36.3% increase in realized gold prices during the second quarter of 2026
Earnings · July 29, 2026

EPA Extends Compliance Deadlines for PCE and CTC Risk Rules

Non-federal operators gain more time to implement workplace protection programs for perchloroethylene and carbon tetrachloride.
Rule Changes · July 28, 2026

Acquisitions Add Sales Faster Than They Add Profit

Across packaged-food filings, deal-driven revenue growth is outrunning the earnings needed to cover the debt taken on to fund it.
Fathom Files · July 28, 2026

Rocky Brands Profit Jumps as Tariff Refunds Lift Margins

Second-quarter net sales rose 12.0% to $118.4 million as IEEPA refunds lifted gross margin to 51.4% of sales.
Earnings · July 28, 2026

Ribbon Raises Third-Quarter Revenue Outlook After Sequential Rebound

Second-quarter revenue was $192 million, and the company now projects third-quarter sales of $215 million to $230 million.
Earnings · July 28, 2026

Perma-Fix Defers Hanford Treatment Into Third Quarter

The company estimates a $6.0 million net loss on about $13 million of second-quarter revenue as treatment-related backlog reached $15.7 million.
Earnings · July 28, 2026

Nautilus Shifts Roadmap to Proteoforms, Delays Broadscale

The company booked $0.2 million of second-quarter revenue and said Voyager pre-orders are expected in early 2027.
Earnings · July 28, 2026

CF Bankshares Net Interest Margin Widens 24 Basis Points

Net interest income rose 11.4% to $14.8 million as average loan yield climbed 25 bps and commercial fundings of $135 million lifted net commercial loan growth to $52 million.
Earnings · July 28, 2026

Blue Ridge Bankshares Restarts Loan Growth After 13-Quarter Pause

Loans held for investment rose $19.6 million, a 4% annualized rate, as pre-tax, pre-provision income excluding severance reached $2.9 million.
Earnings · July 28, 2026

AstraZeneca Reports H1 2026 Growth, Reconfirms Full-Year Guidance

Total revenue rose 6% at constant exchange rates, driven by Oncology and Rare Disease performance despite headwinds in China and the US.
Earnings · July 27, 2026

Middle East Disruptions Hit Supply Chains

Conflict tied to Iran, Israel and the United States is pushing from energy and petrochemicals into oilfield services and food shipping routes.
Filing Trends · July 27, 2026

Ranger Wireline Turns Profitable After Winter Slump

Second-quarter Adjusted EBITDA reached $28.6 million, a 16.2% margin, as Wireline swung to a $1.0 million operating profit.
Earnings · July 27, 2026

Richmond Mutual Completes Farmers Bancorp Combination

Net interest income rose 5.5% to $12.1 million as the margin reached 3.22%, while $1.9 million of merger costs and a higher credit-loss provision cut earnings to $0.22 a share.
Earnings · July 27, 2026

Citizens Community's Credit Provision Jumps After Nonaccrual Spike

The Wisconsin-Minnesota lender booked a $4.33 million provision as nonperforming assets rose $14.2 million, while net interest income still rose $0.5 million.
Earnings · July 27, 2026

TFI International Operating Income Rises 29% in Second Quarter

The transportation and logistics provider reported a second quarter net income of $136.2 million, a 39% increase over the prior year period
Earnings · July 27, 2026

Energy Transfer Expands Gulf Coast Footprint Through Strategic Acquisitions

The midstream operator integrated Buckeye and Gulf Coast assets while streamlining Permian terminal holdings to optimize its crude and product pipeline network.
Utility Annual Reviews · July 26, 2026

Kinder Morgan Navigates Leadership Turnover Across Interstate Pipeline Network

The infrastructure giant managed critical rate adjustments and LNG send-out capacities while facing a wave of executive resignations across its subsidiaries.
Utility Annual Reviews · July 26, 2026

Energy Transfer Manages Regulatory Shifts Across Interstate Pipeline Portfolio

The company navigated material legal proceedings and rate adjustments across its multi-state gas transmission network in 2024.
Utility Annual Reviews · July 26, 2026

American Electric Power leverages FERC orders to boost non-operating income

The multi-state utility shifted its Texas footprint toward a pure transmission model while navigating high customer concentration in Kentucky and Texas.
Utility Annual Reviews · July 26, 2026

Policy Rates Diverge as the ECB Cuts and the Fed Holds

Two central banks moved in different directions in the same week, and the spread is now at its widest in two years.
Central Banking · July 25, 2026

Japan's First-Quarter Season, Two-Thirds Reported

With most of the March-year cohort in, guidance raises are running ahead of last year — but concentrated in a narrow band of exporters.
Fiscal Year Wrap · July 25, 2026

Royal Bank Builds Reserves Even as Impairments Fall

Performing-loan provisions rose while actual credit losses improved — a combination that says more about the outlook than the quarter.
Earnings · July 25, 2026

Enterprise Products Expands Midstream Footprint Through Strategic Asset Consolidation

The partnership integrated new pipeline entities and finalized ownership of Wilprise to streamline its regulated transport network.
Utility Annual Reviews · July 25, 2026

Ameren expands MISO transmission footprint through multi-billion dollar project awards

The holding company leveraged formula ratemaking and securitization tools to fund grid expansion and the accelerated retirement of coal assets.
Utility Annual Reviews · July 25, 2026

Electricity demand remains rigid despite 90 years of tech

A massive meta-analysis shows that automation and smart metering have failed to make power consumption more responsive to price changes.
ArXiv Research · July 25, 2026

An Appellate Ruling Narrows a Long-Running Software Patent Fight

The court vacated the damages award but left liability intact, sending the number — not the question — back for retrial.
Legal Watch · July 24, 2026

Sector Funds Saw Their Largest Weekly Outflow Since March

Money left sector-specific equity funds while broad-market vehicles took in cash — a rotation, not a withdrawal.
Fund Flow Watch · July 24, 2026

SK Hynix Margins Widen as HBM Mix Passes Half of DRAM Revenue

High-bandwidth memory crossed a symbolic threshold, and the company's disclosure suggests pricing held rather than volume alone.
Earnings · July 24, 2026

Japan's Trading Houses Split on Where the Commodity Cycle Goes Next

Five sogo shosha reported within eight days and disagreed, in their own guidance, about metallurgical coal and LNG.
Industry Earnings Roundup · July 24, 2026

Elevance Health Insiders Lead Weekly Buying Clusters

Concentrated open-market purchases emerged across six companies, led by a $1.4 million commitment at Elevance Health.
Insider Signal · July 24, 2026

Verizon Raises Full-Year Outlook as Service Revenue Accelerates

The telecommunications provider expanded its full-year adjusted EPS growth guidance to a range of 6.0% to 7.0%.
Earnings · July 24, 2026

Sensient Raises Profit Guidance Again as Color Unit Surges

Sensient Technologies posted 36.4% diluted EPS growth in the second quarter and raised its full-year profit outlook for the second straight time.
Earnings · July 24, 2026

S&T Bancorp Profit Climbs as Loan Growth Offsets Deposit Runoff

S&T Bancorp (STBA) posted second-quarter net income of $36.6 million, or $1.02 a share, up 8.5% from the prior quarter as commercial lending expanded and margins widened.
Earnings · July 24, 2026

Revenue Rebounds as Acquisition Masks Core Decline

Revenue reached $8.97 billion as cash generation strengthened from the previous quarter.
Earnings · July 24, 2026

RingCentral Lifts Guidance Again as AI Revenue Share Hits 13%

RingCentral's revenue growth accelerated to 5.9% in the second quarter, its fastest pace in a year, as the company raised its full-year outlook for the second straight quarter.
Earnings · July 24, 2026

Prudential Advances Reimbursements, Tightens Sales Oversight

The insurer had addressed ¥2.85 billion of the original ¥3.08 billion in claims by July 8.
Earnings · July 24, 2026

Ovintiv Raises 2026 Oil Outlook After Anadarko Sale

The company now expects 630 to 645 thousand barrels of oil equivalent a day for the year, up from a February range that started at 620, with capital unchanged.
Earnings · July 24, 2026

NextEra Energy raises growth targets following Dominion Energy merger proposal

Consolidated GAAP net income rose to $3.144 billion in the second quarter
Earnings · July 24, 2026

Modine Posts Fourth Straight Record Quarter, Lifts FY2027 Outlook

Modine Manufacturing's adjusted EBITDA climbed 40% to a record $146.1 million as its data-center cooling business kept reshaping the company ahead of a planned spin-off.
Earnings · July 24, 2026

Comstock Delays Silver Springs Plant Start to August

The company expects the recycling facility to generate about $5 million of revenue in the second half of 2026 after operating at least 25% of rated capacity from August.
Earnings · July 24, 2026

HomeTrust's Margin Keeps Climbing as Credit Costs Jump

HomeTrust Bancshares (HTB) pushed its net interest margin to 4.41% in the June quarter even as a swing in off-balance-sheet exposure drove provision expense up 149% and return on assets slipped to 1.46%.
Earnings · July 24, 2026

Greene County Bancorp's Margin Widens to 2.86% as Loans Outrun Deposits

Net interest margin expanded 49 basis points to 2.86% at Greene County Bancorp, powering a third straight quarter of record net income even as deposit growth slowed to 2.8%.
Earnings · July 24, 2026

Flagstar Ends Margin Expansion as Commercial Loans Grow

Net interest margin slipped 2 bps to 2.13% as lower asset yields outweighed cheaper funding.
Earnings · July 24, 2026

Equity LifeStyle Raises Full-Year Normalized FFO Outlook

Second-quarter Normalized FFO was $0.74 a share, 7.7% above a year earlier and above the midpoint of prior guidance.
Earnings · July 24, 2026