The Tip Desk

Earnings — page 3

Western New England Reverses Credit Losses After CRE Charge-Off

Net income was $6.3 million, or $0.32 a share, as the bank booked a $971,000 credit-loss reversal after a $1.8 million June CRE participation charge-off.
Earnings · October 27, 2026

Welltower Raises 2026 Outlook After Third-Quarter FFO

Normalized FFO attributable to common stockholders was $1.67 a share, up 24.6% from a year earlier, as the company lifted full-year earnings guidance.
Earnings · October 27, 2026

S&P Global Raises 2026 Revenue Growth Outlook

Third-quarter continuing-operations revenue was $3.678 billion, up 7%, as the company lifted full-year growth guidance and opened a Capital IQ review.
Earnings · October 27, 2026

SL Green Lifts 2026 FFO Outlook After Hospitality JV Sale

The Manhattan office REIT raised full-year FFO guidance to $6.50–$6.70 a share after projecting $1.10 a share of incremental income from a 20% hospitality joint-venture interest sold in October.
Earnings · October 27, 2026

Sherwin-Williams Revises 2026 Earnings Outlook After Profit Decline

Diluted earnings were $3.38 a share in the third quarter as net income fell 1.5% to $821.0 million.
Earnings · October 27, 2026

Royal Caribbean Raises Full-Year Adjusted EPS After Third-Quarter Beat

Third-quarter Adjusted EPS was $6.57, and the company now expects full-year Adjusted EPS of $17.85 to $17.95 after a $5.6 billion revenue quarter.
Earnings · October 27, 2026

Rocky Brands Extends Double-Digit Sales Growth

Net sales reached $138.8 million in the third quarter, up 13.3% from a year earlier, as wholesale and retail both posted double-digit gains.
Earnings · October 27, 2026

Ribbon's Third-Quarter Sales Rebound Extends Into Profit

Revenue reached $219 million, up 14% from the second quarter, as GAAP operating income swung to $6 million and Adjusted EBITDA more than doubled.
Earnings · October 27, 2026

Phillips Edison Raises 2026 Guidance After NOI Growth Accelerates

Same-center NOI rose 5.3% in the third quarter, and the company lifted full-year Core FFO guidance to $2.75–$2.79 a share.
Earnings · October 27, 2026

Ohio Valley Banc Lifts Third-Quarter Profit on Loan Growth

Net income rose 8.7% to $3.295 million, or $.70 a share, as net interest income increased $1.271 million.
Earnings · October 27, 2026

Norwood Extends Record Net Interest Income Streak

Net interest income hit a record $28.0 million in the third quarter as the fully taxable-equivalent margin reached 4.01%.
Earnings · October 27, 2026

Nucor Mills Earnings Rise After Refund Fades

Net sales reached $11.25 billion in the third quarter as mills posted $1.79 billion of pre-tax earnings.
Earnings · October 27, 2026

NRC Health Restores Profit After Second-Quarter Loss

Third-quarter revenue reached $38.4 million, up 11% from a year earlier, and GAAP net income was $4.7 million, or $0.21 a share.
Earnings · October 27, 2026

Nautilus Biotechnology Posts Wider Third-Quarter Loss

The proteomics developer reported a $15.6 million net loss and $114.3 million of cash, cash equivalents and investments as it advanced a twenty-assay proteoform pipeline.
Earnings · October 27, 2026

Kilroy Realty's Leasing Volume Rebounds After a Slow Quarter

The office REIT signed about 815,000 square feet in the third quarter, lifting leased occupancy to 83.0% and widening the signed-but-uncommenced pipeline to 610 basis points.
Earnings · October 27, 2026

Johnson Controls Backlog Reaches Record $23.0 Billion

Fourth-quarter sales were $7.1 billion and organic orders rose 44% as the company initiated fiscal 2027 guidance.
Earnings · October 27, 2026

ITW Lifts 2026 Earnings Outlook After Record Operating Income

Illinois Tool Works raised full-year GAAP EPS guidance to a $11.45-to-$11.55 range after third-quarter operating income of $1.18 billion.
Earnings · October 27, 2026

Hartford Core Earnings Reverse After a Year-Over-Year Rise

Core earnings were $956 million, or $3.50 a share, down 6% from a year earlier after a 1% increase in the second quarter.
Earnings · October 27, 2026

Corning Posts Fastest Core Sales Growth Since Springboard

Core sales reached $5.08 billion, up 19%, as Optical Communications grew 44% and the company issued a fourth-quarter core sales range of $5.2 billion to $5.3 billion.
Earnings · October 27, 2026

Franklin Financial's Third-Quarter Profit Rises 59%

Net interest income reached $20.2 million as the annualized net interest margin expanded 8 bps to 3.58%.
Earnings · October 27, 2026

Centene Raises 2026 Adjusted Earnings Floor After Third-Quarter Loss

Adjusted diluted earnings were $0.58 a share as the company lifted the 2026 adjusted EPS floor to greater than $5.20.
Earnings · October 27, 2026

Cincinnati Financial Restores Third-Quarter Operating Income

Non-GAAP operating income was $443 million, or $2.86 a share, as the property casualty combined ratio improved to 90.9% from 100.8% in the second quarter.
Earnings · October 27, 2026

CF Bankshares Extends Net Interest Margin Expansion

Net interest income was $14.9 million in the third quarter as the margin reached 2.96% and net income was $6.0 million.
Earnings · October 27, 2026

Cadence Raises 2026 Growth Outlook Again

Third-quarter revenue was $1.633 billion as the company lifted full-year growth to 21% and non-GAAP EPS to $8.40.
Earnings · October 27, 2026

Blackstone Cuts Dividend as Distributable Earnings Fall

Distributable earnings were $1.7 billion, or $1.32 a share, after $63.3 billion of inflows lifted assets under management to $1.37 trillion.
Earnings · October 27, 2026

Brixmor Lifts 2026 FFO Outlook After Record Occupancy

Nareit FFO was $184.6 million, or $0.60 a share, as leased occupancy reached a record 95.6% and the company raised full-year FFO guidance to $2.36–$2.38 a share.
Earnings · October 27, 2026

American Tower Raises 2026 Property Revenue Outlook

Third-quarter property revenue reached $2,734 million as the company lifted the full-year midpoint by $55 million on Data Centers outperformance.
Earnings · October 27, 2026

Alaska Air's Unit Revenue Growth Accelerates

Operating revenue rose 14% to $4.3 billion as RASM growth picked up to 11.7% and GAAP pretax margin reached 0.4%.
Earnings · October 27, 2026

Acme United's Third-Quarter Sales Growth Accelerates

Net sales reached $58.0 million, up 18%, while net income rose 80% to $3.4 million, or $0.80 a share.
Earnings · October 27, 2026

Verizon Lifts 2026 Postpaid Adds Outlook to 1.1 Million to 1.2 Million

Third-quarter postpaid phone net additions reached 406,000, more than doubling the prior quarter, and the company raised full-year 2026 guidance for a third straight period.
Earnings · October 26, 2026

HBT Financial's Net Interest Margin Expansion Slows

The Illinois regional's net interest margin rose 3 bps to 4.35% after a 12 bps gain in the second quarter, as net interest income reached $70.3 million.
Earnings · October 26, 2026

Flexsteel Extends Sales Growth Streak as Homestyles Exit

First-quarter sales reached $114.0 million, up 3.2%, while GAAP operating income fell to $6.9 million, or 6.0% of sales.
Earnings · October 26, 2026

Citizens Community Restores Profit After Credit-Loss Spike

Net interest income rose $1.0 million to $14.5 million as the margin widened 15 bps and the provision collapsed to $0.13 million.
Earnings · October 26, 2026

C&F Financial's Net Interest Margin Widens to 4.53%

The Virginia community-bank holding company reported $8.3 million of third-quarter net income, or $2.55 a share, as the FTE margin expanded 12 bps from the second quarter.
Earnings · October 26, 2026

Blue Ridge Pre-Provision Income Rises After Hydroponic Charge-Off

Adjusted pre-tax earnings were $5.3 million in the third quarter as net interest income reached $17.4 million and net interest margin widened 17 bps.
Earnings · October 26, 2026

Bank of Hawaii Extends Net Interest Margin Expansion

The margin reached 2.82% in the third quarter as net interest income rose 1.6% to $156.1 million and the board later added $200 million of buyback authority.
Earnings · October 26, 2026

Avidbank's Temporary Deposit Lifts Net Interest Income

Net interest income rose to $28.7 million as a $270 million client deposit lifted cash, while the net interest margin compressed 19 bps to 4.07%.
Earnings · October 26, 2026

Acumen Narrows Sabirnetug Phase 2 Readout to November

Cash, cash equivalents and marketable securities stood at $78.6 million as of September 30, 2026, down from $110.2 million at June 30.
Earnings · October 26, 2026

Texas Instruments Posts Faster Third-Quarter Revenue Growth

Third-quarter revenue reached $6.06 billion, up 28% from a year earlier, and the company set a fourth-quarter range of $5.80 billion to $6.30 billion.
Earnings · October 25, 2026

Meta Reports 26% Third-Quarter Revenue Growth

Meta reported $9.86 billion in net income as advertising revenue reached $63.06 billion; a $9.89 billion settlement charge reduced operating margin to 20%.
Earnings · October 25, 2026

Lam Research Posts Record September Revenue

Systems sales reached $5.73 billion as the company guided December-quarter revenue to $8.60 billion, plus or minus $400 million.
Earnings · October 25, 2026

CSX Operating Margin Reaches 39.1% on Record Revenue

Third-quarter revenue hit a record $4.02 billion as fuel surcharge income doubled and merchandise, intermodal and coal volumes and prices rose.
Earnings · October 25, 2026

MarketAxess Withdraws 2026 Guidance After ICE Deal

Third-quarter revenue was $210.4 million, up 1% from a year earlier, as merger costs with Intercontinental Exchange cut GAAP earnings to $1.53 a share.
Earnings · October 24, 2026

LKQ Withdraws 2026 Guidance After Europe Miss

The auto-parts distributor expects a third-quarter net loss of $16 million to $32 million and Europe EBITDA margin of 4.1% to 5.1%.
Earnings · October 24, 2026

Gorman-Rupp Sales Growth Accelerates After a Slower Second Quarter

Third-quarter net sales reached a record $193.3 million, up 11.8% from a year earlier, and earnings were $0.86 a share.
Earnings · October 24, 2026

First Hawaiian CRE Charge-Off Lifts Provision

The Hawaii bank booked a $20.3 million credit-loss provision, including a $12.5 million partial charge-off on a single commercial real estate loan, as net interest income reached $174.1 million.
Earnings · October 24, 2026

Balchem Sets Consolidated Records, Grows All Segments

Net sales reached $290.7 million in the third quarter, with Animal Nutrition and Health operating earnings up 82.8% from a year earlier.
Earnings · October 24, 2026

Booz Allen Raises Fiscal 2027 Adjusted EPS Outlook

The company lifted its adjusted diluted earnings range to $6.50–$6.70 after a quarter in which adjusted diluted EPS rose 18.1% to $1.76.
Earnings · October 24, 2026

SLB Restores Sequential Growth Across Regions

Third-quarter revenue reached $9.45 billion, up 5% from the prior quarter, as the Middle East rebounded and ChampionX posted its highest quarterly sales since the July 2025 deal.
Earnings · October 23, 2026

Oak Valley's Net Interest Margin Widens to 4.24%

Third-quarter net interest income reached $19.80 million as the margin expanded 9 bps from 4.15% in the second quarter.
Earnings · October 23, 2026