The Tip Desk

Earnings — page 3

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

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

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

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

Uber Adds Delivery Hero in $14.8 Billion Deal as Growth Cools

Uber Technologies disclosed a roughly $14.8 billion equity-value takeover offer for Delivery Hero, extending an acquisition streak even as its most recent quarterly bookings growth decelerated to 25% from 22% a quarter 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

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 Financial's Net Interest Income Accelerates 4.4% as NIM Expands Further

The regional lender posted $1.63 billion in net interest income, up 14% year-over-year, as its net interest margin widened to 3.17%.
Earnings · July 16, 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

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

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

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

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

BlackRock inflows hit record $192 billion

The world’s largest asset manager saw long-term net inflows jump 46% sequentially to $199 billion in the second quarter.
Earnings · July 15, 2026

Allstate Profit More Than Quadruples on Improved Underwriting Results

The insurer's net income reached $2.4 billion in the first quarter as its combined ratio improved 15.4 points to 82.0.
Earnings · July 15, 2026

Williams Companies Lines Up $5.34 Billion Power JV With Blackstone

Williams Companies struck a $5.34 billion joint venture with Blackstone, Apollo and KKR that the company said would lower its 2026 leverage guidance to roughly 3.6 times debt-to-Adjusted EBITDA.
Earnings · July 14, 2026

Wells Fargo Loan Growth Outpaces NIM Erosion as Fee Income Surges

Wells Fargo & Company (WFC) grew average loans 12% year over year to $1,026.5 billion even as its net interest margin compressed to 2.43%, while noninterest income jumped 13% on capital-markets strength.
Earnings · July 14, 2026

Realty Income Expands Credit Facilities, Raises Investment Outlook Above $6 Billion

The REIT upsized its revolving credit facility by 37.5% to $5.5 billion while cutting borrowing costs by five basis points.
Earnings · July 14, 2026

Klaviyo customer base tops 196,000 as AI drives revenue

The marketing-automation platform reported 13.5% year-over-year growth in revenue from repeat customers during last year’s Black Friday weekend.
Earnings · July 14, 2026

JPMorgan Chase Markets Revenue Surges as Investment Banking Rebounds

Net interest income rose 10% year-over-year to $25.6 billion in the second quarter.
Earnings · July 14, 2026

IBM Growth Slows Sharply on Infrastructure Pullback

The technology giant’s revenue rose just 1% in the quarter, missing its own full-year target.
Earnings · July 14, 2026

Cleanspark locks $6.6 billion data-center lease

The bitcoin miner-turned-infrastructure firm swung to a $378.3 million quarterly loss as it pivoted to AI hosting.
Earnings · July 14, 2026

Bitmine Boosts ETH Holdings as Staking Yields Dip

The crypto infrastructure firm now holds 5.77 million ETH tokens, or 4.8% of total supply.
Earnings · July 14, 2026

Bank of America NII Climbs for Seventh Straight Quarter as Trading Surges

Net interest income reached $16.2 billion, up 9% year-over-year, as fixed-rate assets repriced and loan balances expanded across every business line.
Earnings · July 14, 2026

Trico NIM Expands as Deposit Costs Ease

The California-based regional lender saw net interest margin rise 6 basis points to 3.25% in the second quarter.
Earnings · July 13, 2026

Plug Power Turns to Asset Sales as Cash Position Slides

Plug Power's unrestricted cash fell to roughly $162 million at quarter-end, down from $223 million three months earlier, pushing the company to lean on asset sales for liquidity.
Earnings · July 13, 2026

First Hawaiian's NIM Hits Five-Quarter High as TriCo Deal Reshapes Footprint

Net interest margin expanded 6 basis points to 3.25%, the strongest in five quarters, as the Hawaii lender agreed to acquire TriCo Bancshares in a $63.12-a-share all-stock deal.
Earnings · July 13, 2026

Babcock & Wilcox Bookings Jump 1,971% on Project Volume

The energy technology provider reduced net debt to $42.4 million as of March 31, 2026, down from $349.3 million a year earlier.
Earnings · July 13, 2026

Occidental Petroleum Income Rises on Higher Crude Prices

The energy company reported oil and gas pre-tax income of $1.0 billion for the first quarter.
Earnings · July 11, 2026

Invesco Flows Stall as Passive Demand Cools

Net long-term inflows collapsed to $8.0 billion in the second quarter, down from $18.9 billion in the prior period.
Earnings · July 11, 2026

Paycom shares slump as growth slows and buybacks surge

The payroll-software provider spent $1.06 billion repurchasing stock in the quarter while revenue growth decelerated to 7.8%.
Earnings · July 10, 2026

Ionis Raises Revenue Guidance Following First Independent Commercial Launch

The biotechnology company increased its full-year total revenue projection to as high as $900 million.
Earnings · July 10, 2026

Sterling Infrastructure Doubles Credit Line as Revenue Growth Accelerates

Sterling Infrastructure expanded its credit facility to $1.5 billion, a $1.05 billion increase, days after posting 92% revenue growth in the strongest quarter of a four-quarter acceleration.
Earnings · July 9, 2026

RH Swings to a Loss as Tariffs Squeeze Backorders

RH posted a $13.7 million net loss in its most recent quarter, its first in five, as backorders swelled by roughly $75 million on tariff-related delays.
Earnings · July 9, 2026

PepsiCo profit jumps on lower charges, volumes improve

The snack-and-beverage giant posted a 137% surge in second-quarter earnings per share.
Earnings · July 9, 2026

Moderna swings to revenue rebound on international demand

The biotech firm posted $389 million in first-quarter sales, a 260% jump from a year earlier.
Earnings · July 9, 2026

Levi Strauss Lifts Full-Year Guidance After Second-Quarter Profit Growth

The denim maker raised its full-year adjusted EPS outlook to $1.46 to $1.52, citing broad-based demand and margin gains.
Earnings · July 9, 2026

Energy Transfer raises annual EBITDA guidance on record volumes

The midstream company reported first-quarter adjusted EBITDA of $4.94 billion, a 20% increase over the prior year.
Earnings · July 9, 2026

Enerpac Bets $472 Million on Industrial Expansion

The company will acquire SFE Group for 10.6 times trailing adjusted EBITDA, lifting its addressable market by $1 billion.
Earnings · July 9, 2026

HF Sinclair returns to profit as refining margins climb

The energy company reported consolidated revenue of $7.12 billion for the first quarter of 2026.
Earnings · July 9, 2026

Copart Returns to Growth as Margins Expand

The online auto-auction company posted $1.2 billion in revenue, snapping a three-quarter decline.
Earnings · July 9, 2026

AZZ Lifts Full-Year Outlook After First-Quarter Sales Accelerate

The metal coatings and coil-coating company raised its fiscal 2027 sales guidance to as much as $1.85 billion after first-quarter revenue climbed 6.3%.
Earnings · July 9, 2026

Unum Doubles Down on LTC Reinsurance, Reserve Mix Shifts to Group

Unum Group struck a second Fortitude Re deal ceding $3.8 billion of long-term-care statutory reserves, pushing its cumulative reduction in that book toward 40%.
Earnings · July 6, 2026

Solstice Advanced Materials to Acquire Element Solutions for $14.5 Billion

The specialty-materials maker's largest deal since its 2025 spin-off would nearly double annual sales to $6.8 billion and push net leverage to roughly 3.5 times at close.
Earnings · July 6, 2026