The Tip Desk

Earnings — page 12

UniFirst Shareholders Approve Cintas Acquisition as Margins Compress

Consolidated revenues rose 3.4% to $622.5 million in the second quarter.
Earnings · June 12, 2026

United Community Sells Navitas, Reshapes Loan Book

The $1.9 billion equipment-finance exit will cut net charge-offs in half and lift CET1 to 14.5%.
Earnings · June 12, 2026

Seagate retires last convertible debt ahead of schedule

The data-storage company extinguished $185.8 million of 3.50% exchangeable notes due 2028.
Earnings · June 12, 2026

Super Micro Launches $7 Billion Raise as AI Orders Hit $39 Billion

The server maker's fiscal third-quarter sales more than doubled year-over-year to $10.2 billion, though they fell 19.5% sequentially from the prior quarter's peak.
Earnings · June 12, 2026

Service Corp Profit Growth Slows as Volumes Decline

The death-care provider’s adjusted earnings per share rose just 1% in the latest quarter, down from 8% growth in the prior period.
Earnings · June 12, 2026

Flutter Lowers Full-Year Guidance as US Sportsbook Profits Dip

Group revenue rose 17% to $4.304 billion in the first quarter.
Earnings · June 12, 2026

Marvell posts third straight quarter of revenue acceleration

The chip designer raised its second-quarter revenue outlook to $2.7 billion, a 35% year-over-year increase.
Earnings · June 11, 2026

CoreWeave Backlog Surges to $99 Billion as AI Cloud Demand Accelerates

The GPU cloud provider's remaining performance obligations jumped $38.1 billion in a single quarter to $98.8 billion, underscoring the scale of AI infrastructure commitments pouring in.
Earnings · June 11, 2026

Ciena raises annual revenue guide as cloud demand accelerates

The networking equipment provider reported second-quarter revenue of $1.57 billion, a 39.5% increase year-over-year.
Earnings · June 11, 2026

Caterpillar profit jumps 30% on construction rebound

The heavy-equipment maker posted adjusted earnings of $5.54 a share for the quarter.
Earnings · June 11, 2026

Adobe Lifts Full-Year Outlook as AI-First Annual Recurring Revenue Tops $500 Million

The design-software maker posted record quarterly revenue of $6.62 billion, up 13% year over year, and tripled its AI-first ARR as it raised guidance for the second time this fiscal year.
Earnings · June 11, 2026

Oracle's Cloud Infrastructure Revenue Surges 93% as Backlog Swells to $638 Billion

The software maker's remaining performance obligations ballooned 363% year-over-year to $638 billion, underscoring the scale of AI-driven demand.
Earnings · June 10, 2026

Navan posts 40% revenue jump, lifts profit outlook

The corporate-travel platform swung to a $22 million non-GAAP profit in the quarter.
Earnings · June 10, 2026

Keel Infrastructure posts deeper losses after pivot

The company reported a $98.4 million operating loss in its first quarter as a pure-play data-center developer.
Earnings · June 10, 2026

Chewy expands margins as sales growth slows

The online pet-supplies retailer reported a net margin of 2.8% for the first quarter.
Earnings · June 10, 2026

Credit Acceptance Earnings Jump 83% on Loan Growth

The auto-finance lender posted $36.38 a share in 2025, reversing two years of declines.
Earnings · June 10, 2026

B&G Foods Cuts Dividend in Half as Refinancing Swaps 5.25% Coupon for 11%

The packaged-foods maker halved its quarterly payout to $0.38 a share, saving roughly $31 million annually as it absorbs an 11% coupon on $475 million in new senior notes.
Earnings · June 10, 2026

Sterling Infrastructure revenue doubles on infrastructure push

The civil-construction company posted first-quarter adjusted earnings of $3.59 a share, up 120% from a year earlier.
Earnings · June 9, 2026

Smucker Swings to 20% Profit Growth as Frozen Handhelds and Pet Food Surge

The food maker's adjusted earnings per share reached $2.77 in the fiscal fourth quarter, rebounding from three consecutive quarters of double-digit declines.
Earnings · June 9, 2026

Novanta returns to organic growth as bookings jump 37%

The precision components maker reported first-quarter GAAP revenue of $257.7 million.
Earnings · June 9, 2026

Novanta bets big on medical consumables with $1.45B deal

The precision-motion specialist expects the Riverpoint Medical acquisition to double its recurring medical consumables revenue to $300 million.
Earnings · June 9, 2026

Invesco AUM Rises to $2.45 Trillion on ETF Gains

Total assets under management increased 4.9% month-over-month to $2,453.9 billion as of May 31, 2026.
Earnings · June 9, 2026

Hubbell lifts guidance after $3 billion acquisition

The electrical-products maker raised its full-year earnings forecast to $19.30-$19.85 a share.
Earnings · June 9, 2026

Casey’s Profit Jumps 66% on Fuel, Food Gains

The convenience-store chain posted diluted earnings of $4.37 a share, more than doubling its year-earlier pace.
Earnings · June 9, 2026

Applied Digital Closes Cloud Spinoff, Secures $550 Million Credit Line

The data-center operator completed the ChronoScale separation and arranged a new revolving facility as it narrows its capital plan to a single Polaris Forge building.
Earnings · June 9, 2026

Tango Therapeutics pivots pancreatic cancer strategy toward first-line treatment

The biotechnology company reported a first-quarter net loss of $45.5 million as it advances its vopimetostat combination therapy.
Earnings · June 8, 2026

Ionis revenue doubles on drug sales, partnership windfall

The biotech raised full-year guidance after commercial revenue rose 42% and R&D revenue more than doubled.
Earnings · June 8, 2026

Fair Isaac Lifts Guidance as Scores Revenue Surges 60%

The credit-scoring company posted $691.7 million in quarterly revenue, a 39% jump that prompted management to raise its full-year outlook for the second consecutive time.
Earnings · June 8, 2026

FuelCell Energy Revenue Falls 5% as Groton Impairment Widens Loss

The fuel-cell maker posted a $77.9 million operating loss after booking a $42.6 million non-cash charge tied to its Groton Project upgrade.
Earnings · June 8, 2026

Campbell’s profit slump deepens on weak soup demand

Adjusted earnings per share fell 32% to $0.50 in the latest quarter.
Earnings · June 8, 2026

Casey’s Skips Financials in Board-Focused Release

The convenience-store operator disclosed no earnings or operating metrics in its latest update.
Earnings · June 8, 2026

Alliance Resource buys Permian royalties, lifts output forecast

The coal and oil producer raised its 2026 oil and gas royalties volume guidance after a $206.2 million acquisition.
Earnings · June 8, 2026

Honeywell Spins Off Aerospace in Record Share Split

The industrial conglomerate set June 29 as the distribution date for its aerospace unit, handing shareholders one new share for every two held.
Earnings · June 5, 2026

Honeywell Sets Aerospace Spin-Off Ratio, Reverse Split

Shareholders of record are expected to receive one Honeywell Aerospace share for every two Honeywell shares held.
Earnings · June 5, 2026

Bitmine Slows Ethereum Buying as Price Drop Erodes Treasury Value

The company's total crypto and cash holdings fell to $11.6 billion from $13.4 billion in three weeks as ETH prices declined 15%.
Earnings · June 5, 2026

QXO Prices Debt Sale for TopBuild Deal

The building-products distributor set 6.500% and 6.875% coupons on notes due in 2031 and 2034.
Earnings · June 4, 2026

QXO doubles revenue with TopBuild deal closing

The combined company now expects over $18 billion in annual sales and $2 billion in adjusted EBITDA.
Earnings · June 4, 2026

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

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