The Tip Desk

Earnings — page 10

Levi Strauss Lifts Full-Year Guidance After Second-Quarter Profit Growth

The denim maker raised its full-year adjusted EPS outlook to $1.46 to $1.52, citing broad-based demand and margin gains.
Earnings · July 9, 2026

Energy Transfer raises annual EBITDA guidance on record volumes

The midstream company reported first-quarter adjusted EBITDA of $4.94 billion, a 20% increase over the prior year.
Earnings · July 9, 2026

Enerpac Bets $472 Million on Industrial Expansion

The company will acquire SFE Group for 10.6 times trailing adjusted EBITDA, lifting its addressable market by $1 billion.
Earnings · July 9, 2026

HF Sinclair returns to profit as refining margins climb

The energy company reported consolidated revenue of $7.12 billion for the first quarter of 2026.
Earnings · July 9, 2026

Copart Returns to Growth as Margins Expand

The online auto-auction company posted $1.2 billion in revenue, snapping a three-quarter decline.
Earnings · July 9, 2026

AZZ Lifts Full-Year Outlook After First-Quarter Sales Accelerate

The metal coatings and coil-coating company raised its fiscal 2027 sales guidance to as much as $1.85 billion after first-quarter revenue climbed 6.3%.
Earnings · July 9, 2026

Unum Doubles Down on LTC Reinsurance, Reserve Mix Shifts to Group

Unum Group struck a second Fortitude Re deal ceding $3.8 billion of long-term-care statutory reserves, pushing its cumulative reduction in that book toward 40%.
Earnings · July 6, 2026

Solstice Advanced Materials to Acquire Element Solutions for $14.5 Billion

The specialty-materials maker's largest deal since its 2025 spin-off would nearly double annual sales to $6.8 billion and push net leverage to roughly 3.5 times at close.
Earnings · July 6, 2026

Keel Infrastructure Swings to Deep Loss as Redomiciliation Costs Mount

The HPC infrastructure developer posted a $127.6 million net loss in the first quarter, more than tripling from a year earlier, as it absorbed restructuring charges tied to its U.S. redomiciliation and Latin American exit.
Earnings · July 6, 2026

Kyndryl Adjusted Pretax Income Rises 21% Amid Flat Revenues

The infrastructure services provider reported fiscal year 2026 adjusted pretax income of $581 million.
Earnings · July 6, 2026

CoreCivic sells prisons, lifts profit outlook

The operator raised its 2026 adjusted EBITDA forecast to as much as $461.8 million after asset sales.
Earnings · July 6, 2026

AbbVie Lowers Annual Profit Guidance Amid Billion-Dollar Acquisition

The biopharmaceutical company reduced its full-year adjusted diluted EPS range to $13.91 - $14.11 following a $10.9 billion deal for Apogee Therapeutics.
Earnings · July 6, 2026

Tesla vehicle deliveries rise 34% on Model 3/Y growth

The electric vehicle maker delivered 480,126 vehicles in the second quarter of 2026.
Earnings · July 2, 2026

S&P Global Spins Off Mobility Unit in $3.1 Billion Deal

The data provider completed the separation of its Mobility division into a standalone company with $1.75 billion in annual revenue.
Earnings · July 2, 2026

Rivian's Software Revenue Surges 49% as Auto Gross Profit Swings to Loss

The EV maker's consolidated revenue grew 11% to $1.38 billion, but automotive margins buckled under a $100 million drop in regulatory credit sales.
Earnings · July 2, 2026

Gold Resource Shareholders Approve Goldgroup Merger

Gold Resource (GORO) shareholders cleared the company's merger with Goldgroup Mining, setting up a close on or about July 17, 2026, after quarterly results swung from a going-concern warning to a $4.7 million profit within two quarters.
Earnings · July 2, 2026

Reinsurer trims assets as in-force book holds steady

Reinsurance Group of America’s total assets fell to $156.6 billion at year-end 2025.
Earnings · July 1, 2026

QXO Closes TopBuild Deal, Targets $300 Million in Annual Synergies by 2030

The building-products distributor now commands the top position in insulation, waterproofing, and key lumber markets after completing its acquisition of TopBuild Corp.
Earnings · July 1, 2026

O'Reilly Automotive Posts Reaccelerating Growth, Raises EPS Outlook

O'Reilly Automotive's comparable store sales jumped to 8.1% in the first quarter, up from 5.6% the prior period, as the auto-parts retailer lifted its full-year profit guidance.
Earnings · July 1, 2026

General Mills posts profit rebound as margins recover

The packaged-foods company swung to a 27% jump in adjusted earnings after four quarters of declines.
Earnings · July 1, 2026

FMC Ends Sale Review With Tessenderlo Minority Stake

The agrochemical maker paired the deal with a $1.2 billion bond offering and asset sales aimed at cutting debt after its revolving credit facility was amended for covenant relief.
Earnings · July 1, 2026

Flutter Cuts Full-Year Guidance as Profit Margins Compress

Flutter Entertainment's first-quarter revenue rose 17% to $4,304 million, but net income fell 38% and the company lowered its 2026 outlook.
Earnings · July 1, 2026

Eversource Sells Water Unit, Trims Earnings Outlook

The utility booked a $115 million after-tax charge tied to the $2.4 billion divestiture.
Earnings · July 1, 2026

Dynatrace Targets Rule of 50 by 2029 as ARR Tops $2 Billion

The observability-software maker crossed $2 billion in annual recurring revenue in its fiscal fourth quarter, closing a year in which it raised guidance three times.
Earnings · July 1, 2026

Columbia Banking System NIM Compresses as Asset Balances Dip

Net interest margin fell 10 bps to 3.96% in the first quarter as the bank navigated lower interest-earning asset balances.
Earnings · July 1, 2026

Constellation Brands Lifts Outlook as Beer Margins Stabilize and Earnings Rebound

The beer-and-spirits maker posted comparable earnings of $3.43 a share, reversing two consecutive quarters of declines.
Earnings · June 30, 2026

Progress Software Lifts Guidance as AI Products Drive Revenue Beat

The application-development software maker posted $253 million in quarterly revenue, topping its own forecast by as much as $13 million on AI-driven demand.
Earnings · June 30, 2026

PPL raises first-quarter earnings on Kentucky rate hikes

The utility provider reported first-quarter earnings from ongoing operations of $478 million, an 8% increase over the prior year.
Earnings · June 30, 2026

Nike Net Income Jumps 407% on Tariff Recovery Benefit

The sportswear company reported fourth-quarter net income of $1.1 billion, bolstered by a nearly $1 billion tax-related gain.
Earnings · June 30, 2026

Labcorp lifts profit margins as biopharma demand climbs

The diagnostics company raised its full-year adjusted earnings guidance to as much as $18.35 a share.
Earnings · June 30, 2026

Janus Henderson Goes Private at 10.2x EBITDA

The asset manager accepted a $52-a-share cash offer from Trian and General Catalyst, a 25% premium to its unaffected price.
Earnings · June 30, 2026

Brinks posts profit growth as margins expand

The cash-logistics provider reported adjusted earnings of $1.80 a share for the quarter.
Earnings · June 30, 2026

Air Products Posts $2.2 Billion Charge on Project Exits

The industrial-gas supplier disclosed pre-tax charges of up to $2.9 billion tied to exiting its Louisiana Clean Energy Complex.
Earnings · June 30, 2026

Rocket Lab acquires Iridium in $8 billion deal

The aerospace company reported record quarterly revenue of $200.3 million.
Earnings · June 29, 2026

QXO to acquire TopBuild in $17 billion deal

The combined company will generate over $18 billion in revenue and $2 billion in adjusted EBITDA.
Earnings · June 29, 2026

Martin Marietta to Acquire Lhoist North America for $13.5 Billion

The deal would triple projected 2026 revenue to $9.1 billion and expand margins.
Earnings · June 29, 2026

Honeywell completes aerospace spin-off amid industrial automation slump

Continuing operations net sales rose 1% to $4.82 billion in the first quarter.
Earnings · June 29, 2026

Digital Realty Lifts Profit Outlook on Record Leasing

The data-center operator raised its full-year Core FFO guidance to $8.00-$8.10 a share after bookings surged 77%.
Earnings · June 29, 2026

Corteva Names Vylor as Seed Spinoff, Sets Board Lineups for Split

The agricultural sciences company assigned formal names and leadership teams to both entities ahead of a planned fourth-quarter separation.
Earnings · June 29, 2026

Copart revenue growth accelerates after two quarters of declines

The online vehicle-auction operator posted $1.2 billion in quarterly revenue, its highest growth rate in a year.
Earnings · June 29, 2026

Concentrix Cuts Full-Year Outlook as Revenue Growth Slows Further

The customer-experience technology provider lowered its fiscal 2026 revenue guidance to $9.925 billion to $10.025 billion after second-quarter sales grew just 1.9%.
Earnings · June 29, 2026

TopBuild Posts Revenue Growth as Margins Narrow

The building-products distributor’s first-quarter sales rose 17.2% year over year to $1.45 billion.
Earnings · June 29, 2026

Select Medical Profit Slumps as Costs Outpace Revenue

Adjusted earnings per share fell to 36 cents from 44 cents a year earlier.
Earnings · June 26, 2026

Oceaneering prices $500 million senior notes offering

The subsea robotics provider priced the notes at a 6.875% coupon rate.
Earnings · June 26, 2026

Southern Copper posts record profit on margin surge

Net income margin expanded to 37.1% in the latest quarter, up 6.8 percentage points from a year earlier.
Earnings · June 25, 2026

Public Storage expands credit, doubles down on mergers

The REIT upsized its revolving credit facility to $3 billion and announced a $10.5 billion deal for National Storage Affiliates.
Earnings · June 25, 2026

Insulet raises annual outlook as international sales accelerate

The medical device maker reported first-quarter revenue of $761.7 million, a 33.9% increase from a year earlier.
Earnings · June 25, 2026

Darden's LongHorn Drives 23% Profit Jump as Olive Garden Cools

The restaurant group posted $3.66 in adjusted earnings per share, a 22.8% year-over-year increase that capped a fiscal year of accelerating profit growth.
Earnings · June 25, 2026

Clearwater Analytics goes private in $8.4 billion deal

Stockholders received $24.55 a share, a 47% premium over the November 2025 undisturbed price.
Earnings · June 25, 2026

Acuity lifts profit margins as sales growth slows

The lighting and building-controls supplier reported a 420-basis-point expansion in operating profit margin to 16.1%.
Earnings · June 25, 2026