Earnings — page 14
Boot Barn Same-Store Growth Cools After a Record Year
The western retailer posted $593.5 million in first-quarter sales and $2.29 a share, including $0.38 from tariff refunds.
Air Products Raises Annual Forecast Despite Project Exit Charges
The industrial gas maker raised its full-year adjusted earnings per share guidance to a range of $13.39 to $13.49
A. O. Smith Cuts Profit Guidance as China Sales Collapse
The water-heater maker's adjusted earnings guidance midpoint fell for the second straight quarter after China local-currency sales dropped 28%.
Amarin Extends Cash Gains as Revenue Slides
Cash reached $314.6 million as the drugmaker generated positive cash flow for a third consecutive quarter.
American Electric Power Raises Outlook as Contracted Load Expands
Second-quarter revenue rose 7.0% to $5.445 billion as the utility added contracted demand.
Xylem Orders Jump 42% While Revenue Growth Stalls Near 1%
Xylem posted a 42% surge in orders to $3.1 billion even as quarterly revenue growth slowed to just 1% organically.
Waste Management Margins Widen as Revenue Growth Cools
Waste Management posted adjusted operating EBITDA margin of 30.9% in the second quarter, even as revenue growth slowed to 4.0%.
Werner Raises 2026 Capital Spending After Fleet Turn
Second-quarter revenue reached $933.9 million and non-GAAP adjusted operating income was $27.6 million as the company lifted full-year net capital expenditures to $215 million to $250 million.
Vulcan Materials' Cost Inflation Erases Pricing Gains as Margins Slip
Vulcan Materials reported second-quarter Adjusted EBITDA of $654 million, down 1% from a year earlier as freight and diesel costs outpaced pricing gains.
Veralto Raises Full-Year Profit Outlook as Core Growth Accelerates
Veralto posted 7.6% sales growth to $1,474 million in the second quarter and raised its full-year adjusted earnings guidance for the second time this year.
Visa revenue growth slows as operating expenses climb
The payments processor reported net revenue of $11.6 billion for the third quarter.
UPS Adjusted Profit Grows 12% as Guidance Rises Despite EPS Hit
United Parcel Service raised its full-year revenue outlook to roughly $91.2 billion after quarterly revenue climbed 7.6% even as a $891 million restructuring charge cut GAAP earnings per share in half.
Frontier Revenue Hits Record as Restructuring Charges Widen GAAP Loss
The airline's adjusted per-share loss narrowed to 10 cents from 30 cents in the prior quarter, even as unit revenue growth hit a three-quarter high.
Tyler Technologies Raises EPS Outlook as Margins Narrow
Tyler Technologies reported second-quarter revenue of $645.1 million, up 8.2% from a year earlier, even as operating margin compressed and the company raised its full-year profit guidance.
Timberland Reverses Margin Squeeze and Restarts Loan Growth
Net interest margin recovered 4 bps to 3.85% and net loans rose 3% to $1.50 billion in the quarter ended June 30, 2026.
LendingTree's Insurance Growth Offsets a Consumer Slip
Second-quarter revenue was $313.4 million, up 25% from a year earlier, as Insurance revenue reached $209.3 million.
Tiptree Books $372 Million Gain as Fortegra Sale Closes
Tiptree's second-quarter diluted EPS jumped to $10.30 from $0.39 a year earlier after the company completed the $1.65 billion sale of Fortegra and unveiled a $100 million deal to buy specialty insurer Universal Shield.
Smurfit Westrock Returns to Profit as Costs Erode Margins
The packaging maker narrowed its full-year Adjusted EBITDA guidance to $4.9 billion to $5.1 billion, tightening a range it had set wider just one quarter earlier.
Spok Cuts 2026 Revenue Guidance After Paging-Unit Slowdown
Second-quarter software operations bookings were $9.5 million, up nearly 92% from the first quarter, as the company lowered its full-year revenue midpoint to $136 million.
S&P Global Lifts Profit as Ratings, Indices Drive Growth
Adjusted earnings rose 23% to $4.83 a share as margins widened.
SoFi Revenue Hits Record $1.2 Billion as Profit Growth Cools
SoFi Technologies posted record adjusted net revenue of $1.2 billion, up 40% year over year, even as GAAP net income fell for a third straight quarter.
Seacor Marine Board Opens Strategic Alternatives Review
Operating income swung to a $16.0 million profit after five vessel sales produced $31.3 million of gains.
Scotts Miracle-Gro Raises Full-Year Outlook Despite Sales Slowdown
Scotts Miracle-Gro lifted its full-year adjusted profit guidance even as third-quarter net sales growth slowed to 1% and gross margins slipped on higher freight and commodity costs.
Sherwin-Williams Raises 2026 Earnings Outlook After Faster Growth
Second-quarter net sales rose 7.5% to $6.79 billion, faster than the first quarter, and the company lifted full-year diluted earnings guidance to as much as $11.32 a share.
Stellus Capital Adds Third SBA-Backed SBIC License
The BDC estimated second-quarter net investment income of $0.25 to $0.27 a share and NAV of $12.76 to $12.84 a share as of June 30, 2026.
Seacoast Banking Posts Record Loan Growth, Wider Core Margin
Seacoast Banking Corp of Florida reported second-quarter net income of $59.5 million, or $0.55 a share, up 87% from the first quarter as a securities-repositioning charge fell out of the base.
Redwood Trust Narrows Loss as Mortgage Banking Volume Nearly Doubles
Redwood Trust cut its GAAP net loss to $0.03 a share in the second quarter from $0.07 in the first, as mortgage banking production topped $8 billion for a second straight quarter.
Regional Management's First-Quarter Profit Rebound Reverses
Second-quarter net income was $8.2 million, or $0.85 a share, after a first quarter in which earnings had risen 63% and 69% year over year.
Quadhics Posts First Sales Growth in Years as Margins Slip
Quadhics swung to a $4 million profit as net sales rose 1% to $578 million, even as adjusted EBITDA margin narrowed and cash on hand fell to $7.4 million.
PayPal Revenue Growth Reaccelerates as Cash Flow Rebounds
PayPal reported second-quarter net revenue of $8.68 billion, up 5% from a year earlier and a sequential acceleration after a decline in the first quarter.
Pentair Slashes Guidance as Pool Destock Erases Growth Streak
Pentair cut its full-year GAAP earnings outlook to $3.86-$4.06 a share after a Pool inventory realignment drove second-quarter sales down 17%.
P&G Growth Stalls to Flat as Margins and Profit Slide
Procter & Gamble's organic sales growth fell to 0% in its fiscal fourth quarter, erasing a third-quarter acceleration and dragging Core EPS down 3% to $1.43.
Oshkosh Cuts Profit Outlook as Fire Truck Snags Persist
Oshkosh trimmed its 2026 adjusted profit forecast to roughly $11.00 a share after fire truck manufacturing throughput improved more slowly than expected, even as quarterly sales climbed 6.7%.
O'Reilly Raises 2026 Comparable-Sales Outlook
Comparable store sales rose 6.0% in the second quarter, and the company lifted full-year comparable-store-sales guidance to 4% to 6%.
Nabors Posts Sequential EBITDA Rebound, Cuts 2026 Capex
Nabors Industries swung to positive adjusted free cash flow of $12.3 million and raised its Lower 48 rig-count outlook even as it trimmed full-year capital spending by $25 million at the midpoint.
Magnachip Reverses Sequential Sales Gain and Widens Loss
Continuing-operations revenue was $44.7 million, and the company guided third-quarter sales to $41.5 million to $45.5 million.
Merchants Bancorp Profit Doubles as Credit Losses Recede
Merchants Bancorp posted net income of $78.3 million in the second quarter, up 106% from a year earlier as provisions for credit losses fell 83%.
Landstar's Freight Rates Surge as Volumes Finally Turn
Landstar System (LSTR) posted 18.2% revenue growth in the second quarter, its sharpest acceleration in more than a year, as truck rates jumped 17% and its independent contractor fleet grew at the fastest pace since 2022.
L3Harris Cash Flow Swings Positive as Guidance Rises Again
L3Harris Technologies posted $879 million in operating cash flow in the second quarter, a reversal from a $95 million shortfall three months earlier.
John Marshall Bancorp Posts Eighth Straight Quarter of Profit Growth
John Marshall Bancorp reported net income of $7.0 million in the second quarter, its highest since 2022, as net interest margin expanded for a ninth consecutive quarter.
Illinois Tool Works Raises Outlook as Organic Growth Accelerates
Operating income reached a company-record $1.147 billion as margins widened.
Integra's Revenue Growth Nearly Stalls Even as Margins Recover
Integra Lifesciences swung to a GAAP profit in the second quarter, but organic revenue growth slowed to 0.7%, its weakest pace in more than a year.
Hawthorn's Net Interest Margin Expands for a Second Straight Quarter
Fully taxable-equivalent net interest margin reached 4.16% in the second quarter 2026 as net interest income rose to $17.3 million.
Herc Holdings Raises Guidance as H&E Fleet Fixes Take Hold
Herc Holdings posted $1.072 billion in equipment rental revenue for the second quarter, up 23% from a year earlier, as dollar utilization improved for the first time since its H&E Equipment Services acquisition.
Corning's Optical and AI Bets Push Ninth Straight Growth Quarter
Corning posted 17% core sales growth to $4.74 billion in the second quarter, its ninth consecutive quarter of year-over-year gains, while naming Amazon and NVIDIA as new optical-networking partners.
General Dynamics earnings rise as aerospace deliveries climb
The aerospace and defense company reported diluted earnings per share of $4.24 for the second quarter.
Fortrea's Cost Cuts Lift Margins as Revenue Slides Again
Fortrea Holdings posted a 4.5% revenue decline in the second quarter yet raised its full-year guidance for the first time this cycle, betting that cost discipline can outrun a stalled backlog.
Flex Posts Fastest Revenue Growth in a Year, Raises Guidance Again
Flex reported net sales of $7.9 billion, up 21% year over year, marking its fastest growth pace in four quarters even as free cash flow fell to $41 million.
Ford Raises Full-Year Profit Outlook Despite Revenue Decline
The automaker raised its full-year adjusted EBIT guidance to as high as $11.0 billion.
Ecolab raises organic sales growth as high-tech demand accelerates
The water and hygiene services provider reported adjusted diluted earnings per share of $2.09 for the second quarter.