The Tip Desk

Earnings — page 17

Bridgewater Bancshares Margin Widens as Credit Quality Softens

Bridgewater Bancshares posted net interest margin expansion for a third straight quarter even as nonperforming assets nearly doubled to $21.6 million.
Earnings · July 21, 2026

Ally's Margin Widens as Auto Mix Shifts Toward Safer, Lower-Yield Loans

Net interest margin excluding core OID expanded 11 basis points to 3.63% in the second quarter as Ally Financial (ALLY) leaned harder into higher-credit-tier auto originations even as retail deposits shrank $2.6 billion.
Earnings · July 21, 2026

Zions' Margin Holds at 3.27% as Credit Costs Collapse and Buybacks Resume

Zions Bancorporation (ZION) grew net interest income 4% YoY to $677 million in the second quarter as loan growth accelerated to an 8% annualized pace and the CET1 ratio climbed to an estimated 11.8%.
Earnings · July 20, 2026

W. R. Berkley Premium Growth Accelerates as Underwriting Improves

The insurer’s combined ratio improved to 90.0% as catastrophe losses declined.
Earnings · July 20, 2026

Royal Caribbean Lowers Annual Profit Guidance Despite Revenue Growth

The cruise operator reported first-quarter revenue of $4.5 billion, an 11% increase from the prior year.
Earnings · July 20, 2026

Domino's Pizza reports slowing global retail sales growth

Global retail sales growth, excluding foreign currency impact, decelerated to 3.0% in the second quarter.
Earnings · July 20, 2026

Crown Holdings Raises Full-Year Profit Outlook on Beverage Can Demand

Crown Holdings posted second-quarter adjusted earnings of $2.49 a share, up 16% from a year earlier, and raised its full-year guidance for the second time in 2026.
Earnings · July 20, 2026

Bok Financial Net Income Rises to $176.5 Million

The regional bank reported a net income of $176.5 million for the second quarter of 2026.
Earnings · July 20, 2026

WaFd Holds Margin as Credit Provision Climbs

Net interest income rose 2% QoQ to $181.3 million as funding costs eased.
Earnings · July 17, 2026

Travelers Profit Climbs as Catastrophe Losses Decline

The insurer’s combined ratio improved 6.7 points to 83.6%.
Earnings · July 17, 2026

Regions Financial Loan Growth Accelerates as Deposit Costs Keep Falling

Regions Financial (RF) grew net interest income 2.3% to $1,277 million in the second quarter as average loans posted their fastest sequential growth in five quarters, even as net interest margin slipped 1 basis point to 3.66%.
Earnings · July 17, 2026

Energy Vault Backlog Swells as CFO Departs Amid Revenue Swings

Energy Vault Holdings (NRGV) flagged a material increase in contract backlog even as quarterly revenue swung from $153.3 million to $21.9 million between successive quarters.
Earnings · July 17, 2026

Netflix Narrows 2026 Revenue Range After Slower Quarter

Second-quarter revenue reached $12.6 billion, up 13% from a year earlier, as the company tightened its 2026 forecast to $51.0 billion to $51.4 billion.
Earnings · July 17, 2026

ManpowerGroup Returns to Profit as Adjusted EPS Hits Five-Quarter High

ManpowerGroup swung to $53.5 million in net earnings and posted adjusted earnings of $0.99 a share, its strongest print in five quarters.
Earnings · July 17, 2026

Intuitive Surgical Lifts Margin Outlook as Procedure Growth Slows

The company raised its 2026 adjusted gross-margin forecast to 68.0%-69.0%.
Earnings · July 17, 2026

Howard Hughes Names Insurance Chiefs as MPC Growth Slows

Howard Hughes Holdings reported Q1 2026 net income of $8.2 million, down from $10.5 million a year earlier, as it installed new leadership atop its recently closed $2.1 billion Vantage insurance acquisition.
Earnings · July 17, 2026

Gyre Therapeutics Swings to Loss as Spending Outpaces Sales Growth

Gyre Therapeutics posted a $9.9 million net loss for the first quarter, its most recent financial disclosure, after operating expenses jumped $12.1 million.
Earnings · July 17, 2026

Fifth Third Net Interest Income Rises 48% on Comerica Integration

Net interest margin expanded 24 basis points year-over-year to 3.36% as the bank integrated its latest acquisition.
Earnings · July 17, 2026

Arcutis Adds Mirum CEO to Board as ZORYVE Turns Profitable

Arcutis Biotherapeutics named Mirum Pharmaceuticals CEO Chris Peetz to its board effective July 15, 2026, a governance move that arrives without the quarterly revenue or guidance update that accompanied each of its prior four releases.
Earnings · July 17, 2026

Autoliv Reaffirms Outlook as Organic Growth Stays Muted

Operating cash flow reached $434 million as working capital shifted from a use of cash to a source.
Earnings · July 17, 2026

Alcoa Posts Record Revenue as Aluminum Shipments Rebound

Adjusted earnings climbed to $2.12 a share from $1.40 in the prior quarter.
Earnings · July 17, 2026

Worthington Steel Swings to Loss on Impairments as Kloeckner Deal Closes

The steel processor posted a $57.6 million operating loss in its fiscal fourth quarter, dragged down by $94.5 million in Electrical Steel impairments and acquisition costs.
Earnings · July 16, 2026

UnitedHealth Raises Outlook as Earnings Rebound

The health-care company lifted its adjusted earnings forecast to $19.50 to $20.00 a share.
Earnings · July 16, 2026

United Raises 2026 Guidance After Fuel Spike

Second-quarter operating revenue reached $17.7 billion as the carrier lifted full-year adjusted EPS to $9.00–$11.00.
Earnings · July 16, 2026

RxSight Raises 2026 Revenue Outlook on Alcon Deal as Core Sales Slow

RxSight lifted its full-year revenue guidance to $140-160 million on new Alcon collaboration revenue even as it cut standalone sales guidance and preliminary second-quarter sales fell to about $27 million from $30.9 million in the first quarter.
Earnings · July 16, 2026

Progressive's Growth Engine Slows as Underwriting Margins Narrow

The auto and property insurer's combined ratio climbed to 87.3 in the second quarter, up 1.1 percentage points from a year earlier, as catastrophe losses and a deteriorating loss ratio weighed on results.
Earnings · July 16, 2026

Dorian LPG Profit Surges Tenfold as LPG Rates Climb

The liquefied-petroleum-gas carrier posted $1.90 a share in earnings for its fiscal fourth quarter, up from $0.19 a year earlier.
Earnings · July 16, 2026

Insmed revenue jumps 230% on brensocatib growth

Total company revenues reached $306.0 million for the first quarter of 2026
Earnings · July 16, 2026

Infinity Natural Resources Nearly Doubles Production on Antero Acquisition

The Appalachian Basin natural gas producer posted 299.3 MMcfe/d of net daily output in the first quarter, up 88% year over year.
Earnings · July 16, 2026

Gevo Says Second-Quarter Moves Could More Than Double 2026 Ebitda

The company said it is targeting more than $70 million in Section 45Z tax credits in 2026 after completing a Canadian CFR carbon pathway.
Earnings · July 16, 2026

General Electric raises full-year outlook as engine deliveries climb

Free cash flow rose 43% year-over-year to $3.0 billion in the second quarter.
Earnings · July 16, 2026

Citizens Sequential Fee Growth Rebounds After a First-Quarter Dip

Pre-provision net revenue reached $889 million as sequential NII growth accelerated to 4.4% and Capital Markets and Wealth fees hit records.
Earnings · July 16, 2026

Conagra Cuts Dividend in Half as New CEO Resets Guidance Lower

Conagra Brands posted a $2.0 billion goodwill impairment and slashed its dividend to $0.70 a share annualized as incoming CEO John Brase issued fiscal 2027 guidance below current-year results.
Earnings · July 16, 2026

Wabash Lifts Backlog Past $950 Million After Sales Rebound

Second-quarter net sales were estimated at $413 million to $421 million, above the $380 million to $400 million range issued in May.
Earnings · July 15, 2026

Virtu Trading Income Slides 8.7% as Market Calm Cuts Into Market Maker

Adjusted net trading income fell to $718 million in the second quarter, down 8.7% from the prior period, as normalized earnings per share slipped to $1.82.
Earnings · July 15, 2026

Ulta Beauty Lifts Profit Outlook as Gross Margin Hits Five-Quarter High

The beauty retailer posted $3.16 billion in first-quarter net sales, up 11.1% from a year earlier, and raised its full-year earnings guidance.
Earnings · July 15, 2026

Repay Raises Revenue Outlook 60% After Kubra Deal Closes

Repay Holdings lifted its full-year revenue outlook to $490-500 million from $340-346 million after closing its $372 million acquisition of Kubra, even as free cash flow conversion guidance was cut to roughly 30% from 45%.
Earnings · July 15, 2026

M&T Bank Net Interest Income Rises on Loan Growth

Taxable-equivalent net interest income increased 2% quarter-over-quarter to $1,804 million
Earnings · July 15, 2026

Pediatrix Posts 18% EBITDA Jump as Reimbursement Gains Offset Volume Decline

The neonatal and maternal-fetal medicine provider posted $58.2 million in first-quarter adjusted EBITDA, up 18% from a year earlier, while reaffirming its full-year outlook of $280 million to $300 million.
Earnings · July 15, 2026

Cheniere Energy raises full-year guidance on record export volumes

The company increased its 2026 consolidated adjusted EBITDA forecast to a range of $7.25 billion to $7.75 billion
Earnings · July 15, 2026

Ligand Lifts Outlook After $739 Million XOMA Royalty Deal

The royalty-focused drug company raised its full-year adjusted EPS guidance to a midpoint of $9.00, up roughly 6%, after closing its acquisition of XOMA Royalty.
Earnings · July 15, 2026

Hycroft Names New COO, Discloses No New Operating Metrics

Hycroft Mining Holding (HYMC) said its incoming chief operating officer starts Aug. 24, 2026, a leadership update that carried none of the resource, economic or cost figures included in its three prior releases.
Earnings · July 15, 2026

Liberty Media's F1 Profit More Than Doubles on Extra Race, Calendar Shift

Formula 1 swung to $107 million in operating income from a $28 million loss a year earlier, powered by a 53% revenue jump.
Earnings · July 15, 2026

flyExclusive Posts Second Straight Profit Quarter as Margins Expand

The charter operator's adjusted EBITDA reached $200,000 in Q1, marking its first consecutive profitable quarters ever.
Earnings · July 15, 2026

First Horizon NIM Dips as Deposit Costs Rise

Net interest margin fell 3 bps to 3.49% in the second quarter as brokered deposit costs climbed.
Earnings · July 15, 2026

First Bancorp NIM Expands 42 bps YoY as Deposit Costs Fall

The North Carolina community lender's net interest margin widened to 3.67% in the first quarter, its fifth consecutive quarterly expansion, as deposit costs dropped 18 basis points year over year.
Earnings · July 15, 2026

Fastenal Sales Growth Hits Five-Quarter High

The industrial distributor reported 14.7% year-over-year daily sales growth in the second quarter.
Earnings · July 15, 2026

Elevance Profit Slides as Medical Costs Climb

The health insurer reported second-quarter adjusted earnings of $7.45 a share, down 15.7% from a year earlier.
Earnings · July 15, 2026

Citigroup's Five Businesses All Grow Loans as Services Hits Record 30.9% RoTCE

Citigroup's net interest income rose 13% year over year in the second quarter as loan growth accelerated across every business line and Services delivered a record $6.4 billion in revenue.
Earnings · July 15, 2026

BNY's NIM Streak Hits Fourth Quarter as Deposits Dip and Buybacks Accelerate

Net interest margin at Bank of New York Mellon expanded for a fourth straight quarter to 1.45%, even as average deposits fell for the first time in five quarters and share repurchases rose to $1.1 billion.
Earnings · July 15, 2026