The Tip Desk

Earnings — page 4

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

NorthEast Community Pays Off Borrowings as Construction Mix Grows

Net interest income was $26.1 million in the third quarter as the New York construction lender cut its net interest margin 29 bps to 5.09%.
Earnings · October 23, 2026

Jakks Pacific Sets Third-Quarter Results Call

The toy maker said it would host an analyst teleconference at 5:00 p.m. ET on October 22, 2026, after issuing a press release of 2026 third-quarter results.
Earnings · October 23, 2026

First National's Margin Expansion Accelerates

Tax-equivalent net interest margin widened 23 bps to 4.38% as earning-asset yields rose 24 bps and acquisition accretion added 18 bps.
Earnings · October 23, 2026

First Capital's Tax-Equivalent Margin Expansion Slows

The Indiana community bank's tax-equivalent net interest margin reached 4.08% in the third quarter, a 10 bps step-up after a 17 bps expansion in the second quarter.
Earnings · October 23, 2026

Utah Medical Products Lifts Third-Quarter Operating Income

Operating income rose 7.0% to $2,795 thousand as sales fell 12.1% to $8,621 thousand.
Earnings · October 22, 2026

Steel Dynamics Extends Sequential Profit Gain

Third-quarter net income reached $756 million, or $5.26 a share, as steel operations posted $1.0 billion of operating income.
Earnings · October 22, 2026

RTX Raises 2026 Sales and Earnings Outlook Again

Adjusted earnings were $2.26 a share after a second consecutive lift to full-year adjusted sales, EPS, and free cash flow.
Earnings · October 22, 2026

Philip Morris Raises Full-Year Volume Outlook

The company lifted its 2026 shipment-volume assumption to growing from broadly stable to slightly growing, with high single-digit smoke-free shipment growth.
Earnings · October 22, 2026

Packaging Corp. Legacy Business Adds to Third-Quarter Earnings Growth

Earnings excluding special items were $3.04 a share, $0.13 above the $2.91 third-quarter outlook.
Earnings · October 22, 2026

Alpine Lifts 2026 Investment Outlook After Record Deal Flow

Alpine Income Property Trust raised 2026 AFFO guidance to $2.20–$2.22 a share after year-to-date investment activity exceeded $300 million, including a pending $117.3 million industrial portfolio.
Earnings · October 22, 2026

P&G Restores Organic Sales Growth After a Stalled Quarter

Organic sales rose 4.0% in the July–September quarter as volume and mix returned, and the company kept its fiscal 2027 organic-sales and core-EPS ranges intact.
Earnings · October 22, 2026

OP Bancorp's Net Interest Margin Rebounds After Fed Accrual

Net interest income rose 11% to $22.21 million and the margin expanded 19 bps to 3.27% as loan growth and a Federal Reserve account normalization more than offset higher deposit costs.
Earnings · October 22, 2026

Norfolk Southern Reverses Second-Quarter Earnings Decline

The railroad posted $3.5 billion of third-quarter revenue, a 14% year-over-year gain, and $1.15 billion of income from railway operations.
Earnings · October 22, 2026

Northrop Grumman Lifts 2026 Profit Outlook After Record Backlog

Third-quarter sales rose 7% to $11.1 billion as the company raised MTM-adjusted EPS guidance to $29.35–$29.75.
Earnings · October 22, 2026

National Bankshares Margin Reaches 3.21% After MBS Swap

Net interest income rose to $13.85 million as the taxable-securities yield jumped 54 bps to 3.34% after a second-quarter portfolio repositioning.
Earnings · October 22, 2026

Netflix Cuts 2026 Ad Revenue Outlook After Slow Rollout

Full-year revenue is now $51.1 billion, 0.2% below the prior range midpoint, with advertising seen at about $2.7 billion instead of $3 billion.
Earnings · October 22, 2026

First Western's Net Interest Margin Expansion Slows

Net interest income rose 5.5% to $23.0 million as the margin widened 5 bps to 2.95% after a 9 bps gain in the second quarter.
Earnings · October 22, 2026

Lockheed Martin Lifts 2026 Sales and Cash Outlook Again

Third-quarter sales were $20.7 billion and the company now sees 2026 free cash flow of about $7.8 billion to $8.0 billion, after raising guidance for the second straight quarter.
Earnings · October 22, 2026

Intuitive Records $450 Million Antitrust Settlement Charge

Third-quarter revenue reached $3.05 billion, up 22%, as worldwide da Vinci and Ion procedures grew about 15%.
Earnings · October 22, 2026

Honeywell Technologies Raises 2026 Outlook After Organic Growth

Organic sales growth accelerated to 7% in the third quarter, and the company lifted full-year organic growth to 4%–5% and adjusted EPS to $8.40–$8.45.
Earnings · October 22, 2026

FVCBankcorp CRE Concentration Reaches Recent Low

Net interest income was $18.4 million in the third quarter as the margin held at 3.32% and CRE-plus-construction loans reached 275% of risk-based capital.
Earnings · October 22, 2026

Eagle Financial Extends Net Interest Margin Expansion

Net interest margin reached 3.95% in the third quarter as the holding company for Bank of Clarke posted $17.6 million of net interest income and announced a merger with John Marshall Bancorp.
Earnings · October 22, 2026

Dover Raises 2026 Adjusted Earnings Outlook

Organic sales rose 7.1% in the third quarter as Climate & Sustainability Technologies and Clean Energy & Fueling led the diversified manufacturer.
Earnings · October 22, 2026

Quest Raises 2026 Revenue and EPS Guidance Again

Third-quarter revenue reached $3.10 billion, up 10.0%, as Quest lifted full-year net revenue to as much as $12.105 billion.
Earnings · October 22, 2026

Carpenter Lifts Buyback After Record First-Quarter Profit

Operating income reached a record $196.4 million as Aerospace and Defense demand accelerated and Specialty Alloys margins held near the prior quarter's peak.
Earnings · October 22, 2026

BayCom Completes Bond-Book Repositioning After a Loss

Net interest margin reached 4.11% as the bank booked a $6.8 million loss on $106.8 million of securities sold.
Earnings · October 22, 2026

GoPro Revises First- and Second-Quarter Losses in Amended Accounts

The amendments reduced the first-quarter loss and slightly increased the second-quarter loss.
Earnings · October 21, 2026

Western Alliance Reverses Second-Quarter Margin Decline

The bank’s net interest margin widened 4 bps to 3.57%, while its deposit overhaul reduced quarterly costs recorded in non-interest expense by $13.8 million.
Earnings · October 21, 2026

Wabtec Tightens 2026 Adjusted Earnings Outlook

The rail-technology company lifted 2026 adjusted EPS guidance to $10.85–$11.05 after third-quarter sales of $3.12 billion and a 22.0% rise in adjusted earnings.
Earnings · October 21, 2026

United Expects Fourth-Quarter Revenue Growth to Accelerate

Third-quarter operating revenue hit a record $17.9 billion, up 17.4%, and the airline said fourth-quarter growth should exceed 20%.
Earnings · October 21, 2026

Thermo Fisher Organic Growth Accelerates to 6%

Third-quarter revenue reached $12.14 billion as adjusted EPS rose 15% to $6.68.
Earnings · October 21, 2026

NextEra Energy Keeps 8% Earnings Growth Target

Adjusted earnings rose 9.7% to $1.24 a share as FPL's capital employed grew 9.2% and the Dominion deal advanced after shareholder votes.
Earnings · October 21, 2026

3M Raises 2026 Adjusted EPS Outlook After Third Quarter

The company lifted full-year adjusted EPS to $9.10 to $9.15 after a 26.2% adjusted operating margin and $2.50 of adjusted earnings a share.
Earnings · October 21, 2026

Fidelity D & D's Net Interest Margin Widens to 3.30%

Net interest income reached $21.8 million in the third quarter as FTE net interest margin expanded 35 bps year over year to 3.30%.
Earnings · October 21, 2026

First Community Extends Margin Expansion for a Tenth Quarter

Net interest margin reached 3.59% tax-equivalent as net interest income rose to $20.238 million and loans grew $32.1 million.
Earnings · October 21, 2026

Trilogy Metals Turns a Profit on DOW Derivative Gain

The company posted $0.2 million of net income for the three months ended August 31, 2026, after an $11.6 million mark-to-market gain on the Department of War derivative was offset by an increase in Trilogy's 50% share of the loss from its Ambler Metals investment.
Earnings · October 18, 2026

WaFd’s Net Interest Income Growth Slowed Again

WaFd’s fourth-quarter net interest income edged up to $182.4 million, while credit charges and merger spending weighed on earnings despite a residential loan-sale gain.
Earnings · October 16, 2026

Travelers’ Underlying Underwriting Margin Improvement Paused

Travelers reported a third-quarter combined ratio of 86.8%, compared with 83.6% in the second quarter.
Earnings · October 16, 2026

Regions’ Loan Growth Slowed After Second-Quarter Pickup

Regions’ average loans rose 0.5% QoQ to $99.183 billion in the third quarter, while a margin recovery and higher capital markets income supported earnings.
Earnings · October 16, 2026

NioCorp Turned a Preliminary Profit on Noncash Liability Gains

NioCorp reported preliminary quarterly net income of $3.7 million, primarily reflecting noncash gains, while development work continued to consume cash.
Earnings · October 16, 2026

M&T’s Net Interest Income Growth Stalled

M&T’s net interest margin fell 5 bps to 3.65% in the third quarter despite continued growth in average loans.
Earnings · October 16, 2026

Ladder Capital Posts Second Consecutive Distributable Earnings Increase

The commercial real estate lender reported September-quarter distributable earnings of $0.35 a share after a credit-loss charge, while an office sale lifted accounting profit.
Earnings · October 16, 2026

Ames National’s Margin Expansion Quickened

The Iowa banking group’s net interest margin reached 3.38% in the third quarter, extending a recovery supported by investment reinvestment and lower funding costs.
Earnings · October 16, 2026

Prudential Restates International Businesses as Japan Following Exit Plan

On the restated second-quarter basis, after-tax adjusted operating income was $1.320 billion, or $3.75 per diluted share, as PGIM pre-tax adjusted operating income reached $294 million.
Earnings · October 15, 2026

Plug Power Cuts Cash Usage to a Record $28 Million

The hydrogen company said preliminary third-quarter net cash usage was about $28 million, down from about $61 million in the second quarter, with cash of about $134 million and no new equity or debt raised.
Earnings · October 15, 2026

Prologis Same-Store Cash NOI Growth Cools to 5.9%

Core FFO was $1.60 a share as the logistics real estate company guided 2026 Core FFO to $6.25–$6.29 a share.
Earnings · October 15, 2026

Kimberly-Clark Keeps 2026 Outlook After China Drag

Preliminary third-quarter organic sales growth was a 1.3% decline as the company held its full-year targets unchanged.
Earnings · October 15, 2026

J.B. Hunt Profit Growth Collapses After a 32% Second-Quarter Jump

Third-quarter operating income rose 2% to $247.1 million as Dedicated Contract Services earnings fell 22% and intermodal profit growth slowed.
Earnings · October 15, 2026

Interactive Brokers Raises Quarterly Dividend to $0.15

The automated global broker lifted the payout from $0.0875 a share after net revenues of $1.91 billion and diluted earnings of $0.69 a share.
Earnings · October 15, 2026