The Tip Desk

Earnings — page 15

Carvana Extends Profit Streak as Unit Growth Cools

Second-quarter retail sales hit a record 197,325 units as the company posted $513 million of net income and $769 million of Adjusted EBITDA.
Earnings · July 29, 2026

CONMED Reported Sales Go Flat as GI Exit Masks Organic Growth

CONMED's adjusted diluted earnings climbed 20% to $1.38 a share even as reported net sales grew just 0.3% to $343.5 million, a gap driven almost entirely by the completed exit of its GI product line.
Earnings · July 29, 2026

BXP Raises FFO Guidance as Occupancy Climbs Despite Impairment Hit

BXP posted second-quarter funds from operations of $1.78 a diluted share, beating its guidance midpoint by 8 cents even as an $18 million impairment charge pushed net income down to $68.6 million.
Earnings · July 29, 2026

First Busey's Margin Cools as Deposits Surge, Buybacks Widen

First Busey's adjusted net interest margin slipped 2 basis points to 3.62% in the second quarter even as deposits grew at an 11% annualized clip and the bank leaned harder into share repurchases.
Earnings · July 29, 2026

Peabody Earnings Collapse as Centurion Ramp Drags On

Peabody Energy's adjusted EBITDA fell to $24.0 million in the second quarter, an 83% drop from a year earlier, as costs at its new Centurion metallurgical mine outran higher coal prices.
Earnings · July 29, 2026

Bausch & Lomb Swings to Profit, Raises Guidance on Surgical Surge

Bausch & Lomb (BLCO) reported second-quarter revenue of $1.394 billion, up 9%, as surgical sales jumped 19% and the company posted its second straight quarterly operating profit.
Earnings · July 29, 2026

Boeing Turns Cash Flow Positive as 737 Moves Toward 47 a Month

Boeing (BA) generated $631 million in free cash flow and began moving 737 production to 47 jets a month, even as the company stayed in the red.
Earnings · July 29, 2026

Axogen Raises Sales Outlook as Breast Growth Reshapes Mix

The nerve-repair company lifted its 2026 revenue floor by $9 million to $279 million.
Earnings · July 29, 2026

Armstrong World Sales Growth Accelerates, Guidance Raised Broadly

Armstrong World Industries posted 11.2% net sales growth in the second quarter, up from 7.1% in the first, as margin pressure eased and the company raised guidance across every key metric.
Earnings · July 29, 2026

Avantor raises full-year guidance as revenue decline narrows

The company reported net sales of $1,692.3 million for the second quarter.
Earnings · July 29, 2026

Ares Capital's Earnings Slip as Non-Accrual Loans Climb

Ares Capital reported GAAP earnings of $0.24 a share for the second quarter, less than half the $0.52 a share it posted a year earlier, as unrealized losses widened and problem loans crept higher.
Earnings · July 29, 2026

ArcBest Revenue Accelerates as Adjusted Profit Rebounds

Adjusted earnings climbed to $2.38 a share from $1.36 a year earlier.
Earnings · July 29, 2026

Amphenol Forecasts Further Growth After Communications-Led Quarter

Orders reached a record $10.7 billion as demand continued to outpace sales.
Earnings · July 29, 2026

Aon Posts Slower Revenue Growth, Reaffirms Outlook

The company repurchased $600 million of shares, surpassing its full-year buyback objective.
Earnings · July 29, 2026

Anika Raises 2026 Ebitda Margin Outlook After Record Quarter

Adjusted EBITDA reached $7.1 million, a 22% margin, as the company lifted full-year 2026 adjusted EBITDA margin guidance to 13%–17% from 5%–10%.
Earnings · July 29, 2026

ADP reports 7% revenue growth for fiscal 2026

The human capital management provider expects adjusted diluted EPS to grow between 9% and 11% in fiscal 2027.
Earnings · July 29, 2026

Arch Capital's Insurance Segment Underwriting Profit Collapses

Net income available to common shareholders was $1.0 billion, or $3.00 a share, as insurance underwriting income fell to $27 million.
Earnings · July 29, 2026

Rocky Brands Profit Jumps as Tariff Refunds Lift Margins

Second-quarter net sales rose 12.0% to $118.4 million as IEEPA refunds lifted gross margin to 51.4% of sales.
Earnings · July 28, 2026

Ribbon Raises Third-Quarter Revenue Outlook After Sequential Rebound

Second-quarter revenue was $192 million, and the company now projects third-quarter sales of $215 million to $230 million.
Earnings · July 28, 2026

Perma-Fix Defers Hanford Treatment Into Third Quarter

The company estimates a $6.0 million net loss on about $13 million of second-quarter revenue as treatment-related backlog reached $15.7 million.
Earnings · July 28, 2026

Nautilus Shifts Roadmap to Proteoforms, Delays Broadscale

The company booked $0.2 million of second-quarter revenue and said Voyager pre-orders are expected in early 2027.
Earnings · July 28, 2026

CF Bankshares Net Interest Margin Widens 24 Basis Points

Net interest income rose 11.4% to $14.8 million as average loan yield climbed 25 bps and commercial fundings of $135 million lifted net commercial loan growth to $52 million.
Earnings · July 28, 2026

Blue Ridge Bankshares Restarts Loan Growth After 13-Quarter Pause

Loans held for investment rose $19.6 million, a 4% annualized rate, as pre-tax, pre-provision income excluding severance reached $2.9 million.
Earnings · July 28, 2026

Ranger Wireline Turns Profitable After Winter Slump

Second-quarter Adjusted EBITDA reached $28.6 million, a 16.2% margin, as Wireline swung to a $1.0 million operating profit.
Earnings · July 27, 2026

Richmond Mutual Completes Farmers Bancorp Combination

Net interest income rose 5.5% to $12.1 million as the margin reached 3.22%, while $1.9 million of merger costs and a higher credit-loss provision cut earnings to $0.22 a share.
Earnings · July 27, 2026

Citizens Community's Credit Provision Jumps After Nonaccrual Spike

The Wisconsin-Minnesota lender booked a $4.33 million provision as nonperforming assets rose $14.2 million, while net interest income still rose $0.5 million.
Earnings · July 27, 2026

Verizon Raises Full-Year Outlook as Service Revenue Accelerates

The telecommunications provider expanded its full-year adjusted EPS growth guidance to a range of 6.0% to 7.0%.
Earnings · July 24, 2026

Sensient Raises Profit Guidance Again as Color Unit Surges

Sensient Technologies posted 36.4% diluted EPS growth in the second quarter and raised its full-year profit outlook for the second straight time.
Earnings · July 24, 2026

S&T Bancorp Profit Climbs as Loan Growth Offsets Deposit Runoff

S&T Bancorp (STBA) posted second-quarter net income of $36.6 million, or $1.02 a share, up 8.5% from the prior quarter as commercial lending expanded and margins widened.
Earnings · July 24, 2026

Revenue Rebounds as Acquisition Masks Core Decline

Revenue reached $8.97 billion as cash generation strengthened from the previous quarter.
Earnings · July 24, 2026

RingCentral Lifts Guidance Again as AI Revenue Share Hits 13%

RingCentral's revenue growth accelerated to 5.9% in the second quarter, its fastest pace in a year, as the company raised its full-year outlook for the second straight quarter.
Earnings · July 24, 2026

Prudential Advances Reimbursements, Tightens Sales Oversight

The insurer had addressed ¥2.85 billion of the original ¥3.08 billion in claims by July 8.
Earnings · July 24, 2026

Ovintiv Raises 2026 Oil Outlook After Anadarko Sale

The company now expects 630 to 645 thousand barrels of oil equivalent a day for the year, up from a February range that started at 620, with capital unchanged.
Earnings · July 24, 2026

NextEra Energy raises growth targets following Dominion Energy merger proposal

Consolidated GAAP net income rose to $3.144 billion in the second quarter
Earnings · July 24, 2026

Modine Posts Fourth Straight Record Quarter, Lifts FY2027 Outlook

Modine Manufacturing's adjusted EBITDA climbed 40% to a record $146.1 million as its data-center cooling business kept reshaping the company ahead of a planned spin-off.
Earnings · July 24, 2026

Comstock Delays Silver Springs Plant Start to August

The company expects the recycling facility to generate about $5 million of revenue in the second half of 2026 after operating at least 25% of rated capacity from August.
Earnings · July 24, 2026

HomeTrust's Margin Keeps Climbing as Credit Costs Jump

HomeTrust Bancshares (HTB) pushed its net interest margin to 4.41% in the June quarter even as a swing in off-balance-sheet exposure drove provision expense up 149% and return on assets slipped to 1.46%.
Earnings · July 24, 2026

Greene County Bancorp's Margin Widens to 2.86% as Loans Outrun Deposits

Net interest margin expanded 49 basis points to 2.86% at Greene County Bancorp, powering a third straight quarter of record net income even as deposit growth slowed to 2.8%.
Earnings · July 24, 2026

Flagstar Ends Margin Expansion as Commercial Loans Grow

Net interest margin slipped 2 bps to 2.13% as lower asset yields outweighed cheaper funding.
Earnings · July 24, 2026

Equity LifeStyle Raises Full-Year Normalized FFO Outlook

Second-quarter Normalized FFO was $0.74 a share, 7.7% above a year earlier and above the midpoint of prior guidance.
Earnings · July 24, 2026

Community West Profit Slides as USB Merger Costs Bite

Community West Bancshares closed its merger with United Security Bancshares and pushed assets past $5 billion, but net income fell to $2.70 million from $11.49 million a quarter earlier.
Earnings · July 24, 2026

Customers Bancorp Flags Second-Quarter NIM Trough

Net interest margin, tax equivalent, fell to 3.17% as the company said the quarter is expected to mark the low before a rebound to roughly first-quarter levels in the third quarter.
Earnings · July 24, 2026

Booz Allen EPS Rises 22% as Book-to-Bill Ratio Improves

The consulting firm reported adjusted diluted earnings per share of $1.81 for the first quarter of fiscal 2027.
Earnings · July 24, 2026

ACNB's Margin Streak Hits 4.56% as Bank Steps Up Payouts

ACNB Corporation (ACNB) posted a fourth straight quarter of net interest margin expansion, reaching 4.56% in the second quarter, even as it paid out a $0.50 special dividend and pushed regular dividends up 10.5%.
Earnings · July 24, 2026

Waterstone's Net Interest Margin Reaches 3.03%

Community Banking net interest income hit a record $15.8 million as the margin expanded 6 bps from 2.97% in the first quarter.
Earnings · July 23, 2026

Wyndham Raises Guidance Despite Franchisee Insolvency Hit

Wyndham Hotels & Resorts posted a 9% rise in adjusted EBITDA to $212 million even as it stripped out revenue tied to a collapsed European franchisee and raised its full-year outlook.
Earnings · July 23, 2026

Waste Connections Raises Outlook as Pricing Offsets Falling Volumes

Waste Connections (WCN) lifted its full-year revenue guidance to $10.02 billion-$10.05 billion after second-quarter revenue rose 6.4% to $2.562 billion, even as unit volumes fell for a second straight quarter.
Earnings · July 23, 2026

Thermo Fisher Accelerates Revenue Growth as Demand Strengthens

Organic revenue growth reached 5%, up from 1% in the prior quarter.
Earnings · July 23, 2026

Gentherm Posts Record Revenue as Margins and Cash Flow Slip

Gentherm reported record quarterly revenue of $416 million even as gross margin and operating cash flow both weakened from a year earlier.
Earnings · July 23, 2026

RTX Raises 2026 Outlook After Organic Sales Accelerate

Second-quarter sales reached $24.7 billion, up 16% organically, and the company lifted full-year adjusted sales to $95.0–$96.0 billion.
Earnings · July 23, 2026