The Tip Desk

August 2026 — page 11

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Blend Labs Growth Cools After a Faster First Quarter

Second-quarter revenue was $33.8 million, up 7% from a year earlier, as non-GAAP operating income reached $7.0 million.
Earnings · August 6, 2026

Becton Dickinson Raises Profit Outlook as Revenue Grows

Adjusted earnings from continuing operations increased to $3.23 a share.
Earnings · August 6, 2026

Artiva Wins RMAT for AlloNK in Refractory Rheumatoid Arthritis

Cash, cash equivalents and investments stood at $349.4 million as of June 30, 2026, after an approximately $300 million May offering the company said will fund operations into 2029.
Earnings · August 6, 2026

ALX Oncology Cash Reaches $153.4 Million After Refinancing

The clinical-stage biotech said cash, cash equivalents and investments of $153.4 million as of June 30, 2026, are sufficient to fund planned operations through the first half of 2028.
Earnings · August 6, 2026

Alta Equipment Tightens 2026 Adjusted EBITDA Range

The equipment dealer now expects full-year Adjusted EBITDA of $167.5 million to $177.5 million after second-quarter Adjusted EBITDA of $48.6 million.
Earnings · August 6, 2026

Tripadvisor Agrees to Sell TheFork to American Express for $700 Million

The all-cash sale would give Tripadvisor greater capital-allocation flexibility as it concentrates on travel experiences.
Deals · August 6, 2026

Thomson Reuters reports 28% rise in second quarter operating profit

The professional information services provider saw second-quarter revenues increase 9% to $1.95 billion.
Earnings · August 6, 2026

Trekor Metals Reports First Half Net Income of Cdn$39.1 Million

The copper-focused miner saw first-half revenues climb to Cdn$567.6 million from Cdn$255.2 million a year earlier
Earnings · August 6, 2026

Real Brokerage Revenues Rise 30% Amid Acquisition Costs

The real estate technology company reported revenues of $700.6 million for the three months ended June 30, 2026, a 30% increase over the prior-year period
Earnings · August 6, 2026

Fortuna Mining Net Income Rises to $203.7 Million

The gold producer reported sales of $660.9 million for the first six months of 2026
Earnings · August 6, 2026

Enerflex reports record engineered systems backlog of $1.5 billion

The company generated $582 million in revenue for the second quarter of 2026
Earnings · August 6, 2026

Canadian Natural Raises Production Guidance After Record Quarter

The company reported record quarterly adjusted net earnings of $4.6 billion for the period ended June 30, 2026.
Earnings · August 6, 2026

CD&R Adjusts Stake Following Resideo Spin-Off

The investor exchanged preferred shares and extended lock-up restrictions as Resideo separated its global specialty distributor segment.
Stake Watch · August 5, 2026

Market Gains Mask Asset Managers’ Flow Strain

Asset appreciation lifted AUM across major managers, while persistent redemptions and slower fundraising exposed weaker underlying growth.
Filing Trends · August 5, 2026

Institutional Capital Exits Software and Semiconductors

Net rotation in Software & Cloud and Semiconductors fell by over $400 billion as institutional positioning shifted.
Institutional Rotation · August 5, 2026

FDA Lifts Stay on FD&C Red No. 3 Ban in Food and Drugs

The agency rejected a request for a public hearing from Micro-Tracers, Inc., clearing the way for the repeal of the color additive's safe use regulations.
Rule Changes · August 5, 2026

Treasury Yield Spread Narrows to 0.43 Percentage Points

New yield data arrives alongside a mix of cooling inflation and steady employment figures.
Economy Watch · August 5, 2026

Xperi Keeps 2026 Outlook After Advertising Growth

Advertising and related revenue reached $14.98 million in the second quarter, up 54% from a year earlier, as TiVo One monthly active users hit 6.3 million.
Earnings · August 5, 2026

Weight Watchers Restores Profit After Peak-Season Marketing Reset

Second-quarter revenue was $162.3 million as Clinical Subscription Revenue reached $39.9 million and Adjusted EBITDA swung to $39.8 million.
Earnings · August 5, 2026

TeraWulf's HPC Pivot Accelerates as Anthropic Signs $19 Billion Lease

TeraWulf reported second-quarter revenue of $44.8 million as HPC leasing grew to 71% of the mix and Anthropic signed a 20-year lease worth roughly $19 billion at its Justified Data Campus.
Earnings · August 5, 2026

Vanda Reiterates 2026 Revenue Guidance After Fanapt Sales

Second-quarter total net product sales were $50.5 million, excluding about $7.0 million of HETLIOZ orders to be booked in the third quarter.
Earnings · August 5, 2026

Entrada Completes ELEVATE-45 Cohort 1 and Starts 10 mg/kg Dosing

Cash, cash equivalents and marketable securities were $223.0 million as of June 30, 2026, and the company said the balance will fund operations into the third quarter of 2027.
Earnings · August 5, 2026

TriplePoint Venture Growth Restarts Supplemental Distributions

The board declared a $0.23 regular payout plus $0.12 of supplemental distributions after a $12.8 million Revolut sale lifted net assets to $0.26 a share.
Earnings · August 5, 2026

TaskUs Raises Full-Year Revenue Floor After Guidance Beat

Second-quarter service revenue of $308.9 million topped the high end of the company’s outlook by $10.9 million, prompting a $10 million lift to the 2026 revenue floor.
Earnings · August 5, 2026

Stoneridge Reaffirms 2026 Outlook After Record Adjusted Ebitda

Adjusted EBITDA was $5.5 million, or 3.0% of sales, versus $0.8 million a year earlier, as the company kept its $645 million to $670 million revenue range.
Earnings · August 5, 2026

SmartRent Restores Core Revenue Growth After a Flat First Quarter

Core revenue reached $38.4 million, up 14% from a year earlier, and Adjusted EBITDA was $0.7 million as the company posted a third straight quarter of positive Adjusted EBITDA.
Earnings · August 5, 2026

Seaport Entertainment Posts First Adjusted Profit in Two Years

Non-GAAP adjusted net income attributable to common stockholders was $0.32 million, or $0.02 a share, after a $17.88 million adjusted loss in the first quarter.
Earnings · August 5, 2026

RGC Resources' Summer Margin Gain Is Wiped Out by Costs

Operating margin rose $757,000 year over year in the June quarter, but expenses rose by a similar amount and diluted earnings stayed at $0.05 a share.
Earnings · August 5, 2026

Portillo's Cuts Corporate Workforce After Same-Sales Slide

Same-restaurant sales fell 1.2% in the second quarter as transactions dropped 3.4% and commodity prices rose 7.0%.
Earnings · August 5, 2026

Palmer Square Narrows Mark Losses After a Heavy First Quarter

Net investment income was $12.0 million, or $0.39 a share, as the company declared a $0.36 third-quarter base dividend.
Earnings · August 5, 2026

OraSure Core Sales Hold After Two-Quarter Slide

Second-quarter revenue of $30.6 million rose 9.7% from the prior quarter and sat above the company's guidance range.
Earnings · August 5, 2026

Oportun Raises Full-Year Ebitda Outlook After Margin Expansion

Adjusted EBITDA reached $49 million in the second quarter, and the company lifted its full-year range 6% at the midpoint to $160 million to $175 million.
Earnings · August 5, 2026

BeOne Raises Outlook as Operating Margin Widens

Free cash flow nearly doubled to $435 million in the second quarter.
Earnings · August 5, 2026

Orion Raises Free Cash Flow Outlook After Specialty Rebound

Second-quarter Adjusted EBITDA reached $58 million, and the company lifted its 2026 free cash flow range to a $10 million outflow to $20 million inflow.
Earnings · August 5, 2026

New York Times Lifts Profit as Digital Subscription Growth Accelerates

Revenue rose 11.2% to $762.5 million as subscriptions and advertising advanced.
Earnings · August 5, 2026

Lightbridge Removes First Irradiated Fuel Samples From Reactor

Cash and cash equivalents were $237.5 million at June 30, 2026, as Lightbridge posted a $5.8 million net loss for the quarter.
Earnings · August 5, 2026

LifeMD Cuts 2026 Profit Outlook After GLP-1 Shift

Second-quarter revenue was $47.3 million and the company now sees full-year adjusted EBITDA of negative $6.0 million to breakeven.
Earnings · August 5, 2026

LCI Lifts Profit as Aftermarket Offsets RV Slump

Adjusted net sales declined 4.5% to $1.057 billion after accounting for expected tariff-refund pass-throughs.
Earnings · August 5, 2026

CS Disco Raises Low End of 2026 Revenue Outlook

Second-quarter revenue was $43.1 million, up 13% from a year earlier, as the company lifted the low end of its full-year total-revenue range.
Earnings · August 5, 2026

Standard BioTools Drops 2026 Revenue Outlook Amid Treeline Merger

Second-quarter revenue was $20.1 million as the company said it is on track to close the Treeline Biosciences combination before year-end.
Earnings · August 5, 2026

Kaltura Restores Year-Over-Year Revenue Growth

Second-quarter revenue was $46.9 million, up 5% from a year earlier, after a 5% decline in the first quarter, and the company said it beat the high end of its guidance.
Earnings · August 5, 2026

Kraft Heinz Posts $6.4 Billion Operating Loss on Impairment Charge

A $7.4 billion non-cash impairment drove Kraft Heinz to a GAAP operating loss in the quarter, even as management narrowed its full-year sales-decline forecast.
Earnings · August 5, 2026

Inspired Entertainment's Adjusted EBITDA Margin Reaches 45%

Adjusted EBITDA reached $27.1 million in the second quarter, up 14% from the prior quarter, as the company reaffirmed a 2026 target of $112 million to $118 million.
Earnings · August 5, 2026

Immuneering Doses MAPKeeper 301 After ASCO Survival Data

The company reported 17.3-month median overall survival in 55 first-line pancreatic cancer patients on atebimetinib plus mGnP, with cash of $182.7 million and runway still expected into 2029.
Earnings · August 5, 2026

ISG Posts Highest Quarterly Revenue Since 2023

Second-quarter revenue reached $65.5 million, up 6.4% from a year earlier, as year-over-year growth accelerated from the first quarter's 3% pace.
Earnings · August 5, 2026

Holley Completes Restoration Brand Sales

Net sales rose 3.2% to $172.0 million as the company booked a $28.3 million loss on the sale of non-core assets.
Earnings · August 5, 2026

Hudson Cuts 2026 Gross-Margin Target After Volume Gain

Second-quarter revenue reached $78.3 million as sales volume rose 12% and selling prices fell 6%.
Earnings · August 5, 2026

Hamilton Beach Restores Sales After a First-Quarter Drop

Second-quarter revenue rose 11.6% to $142.6 million as U.S. Consumer volumes recovered and IEEPA tariff refunds lifted reported gross margin to 54.3%.
Earnings · August 5, 2026

FTAI Infrastructure Posts Record Rail Earnings

Railroad Adjusted EBITDA reached $42.4 million as the company booked $76.1 million of group Adjusted EBITDA and a $63.2 million impairment.
Earnings · August 5, 2026

Energy Recovery's Megaproject Sales Collapse After Iran War

Second-quarter revenue fell 57% to $12.0 million as megaproject sales dropped 82% and the company posted a $3.2 million net loss.
Earnings · August 5, 2026