The Tip Desk

Earnings — page 11

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

Emergent Cuts Full-Year Outlook After Naloxone Impairment

Second-quarter revenue reached $234.3 million as medical countermeasures rose, while the company booked a $191.3 million NARCAN impairment and lowered full-year revenue guidance to $645 million to $675 million.
Earnings · August 5, 2026

Disney Profit Growth Accelerates as Experiences Lead

Quarterly revenue rose 7% to $25.25 billion, holding its prior-quarter growth rate.
Earnings · August 5, 2026

DHI Raises Dice Margin Outlook, Reaffirms Revenue Guidance

ClearanceJobs bookings rose 24% to $14.3 million as the company lifted Dice's full-year Adjusted EBITDA margin target to 24% from 22%.
Earnings · August 5, 2026

CVS Health Raises Full-Year Profit Guidance on Health Care Gains

The healthcare giant increased its full-year 2026 adjusted EPS guidance to a range of $7.90 to $8.10.
Earnings · August 5, 2026

Cencora Raises Outlook as OneOncology Expands Margins

Fiscal third-quarter revenue rose 5.1% to $84.8 billion as specialty-drug volumes increased.
Earnings · August 5, 2026

Coherus Oncology Restores LOQTORZI Growth After Weather-Weighed Quarter

LOQTORZI net revenue reached $13.6 million in the second quarter, up 15% from $11.8 million in the first quarter.
Earnings · August 5, 2026

BillionToOne’s Revenue Growth Slowed for a Second Straight Quarter

The molecular diagnostics company reported $109.4 million in second-quarter revenue and maintained its full-year forecast after two successive increases.
Earnings · August 5, 2026

BioAge Doses First Patient in BGE-102 Phase 2 Trial

The company said QUELL-CV topline data are expected in the second half of 2026, with cash of about $381.3 million funding operations through 2029.
Earnings · August 5, 2026

Biodesix Test Volume Growth Accelerates

Second-quarter revenue was $26.9 million, up 34%, as diagnostic test volumes rose 38% to 20,900.
Earnings · August 5, 2026

Alto Extends Profit Streak to a Fourth Quarter

Second-quarter net income attributable to common stockholders was $11.4 million, or $0.15 a share, after a $1.9 million gross loss a year earlier.
Earnings · August 5, 2026

Akebia Turns to a Loss as Auryxia Recedes

Vafseo net product sales reached $21.3 million in the second quarter, up 34% from the first quarter, as more than 10,500 patients were on therapy.
Earnings · August 5, 2026

Exagen Raises 2026 Revenue Outlook After Record Quarter

Second-quarter revenue reached a record $19.9 million as the company lifted full-year guidance to $72 million to $75 million.
Earnings · August 4, 2026

Wayfair Revenue Growth Accelerates as US Sales Gain Momentum

The e-commerce retailer reported total net revenue of $3.5 billion for the second quarter.
Earnings · August 4, 2026

USANA Swings to Loss After Hiya Goodwill Impairment

The health-products company booked a $29.1 million preliminary Hiya goodwill charge and cut fiscal 2026 sales guidance to $910 million.
Earnings · August 4, 2026

Wheels Up Completes Fleet Modernization as Charter Bookings Fall

GAAP revenue was $182.0 million in the second quarter, down 4% year over year, while Adjusted EBITDAR loss narrowed 27% to $19.9 million.
Earnings · August 4, 2026

Superior Group Confirms 2026 Outlook After Apparel Impairment

Adjusted earnings were $0.21 a share after a $2.6 million Healthcare Apparel tradename charge that left reported profit at $0.08 a share.
Earnings · August 4, 2026

Rockwell Automation Raises Full-Year Outlook as Software Sales Climb

The industrial automation provider increased its fiscal 2026 diluted EPS guidance to a range of $12.72 to $13.02.
Earnings · August 4, 2026