The Tip Desk

Earnings — page 4

Wayfair Revenue Growth Accelerates as US Sales Gain Momentum

The e-commerce retailer reported total net revenue of $3.5 billion for the second quarter.
Earnings · August 4, 2026

Rockwell Automation Raises Full-Year Outlook as Software Sales Climb

The industrial automation provider increased its fiscal 2026 diluted EPS guidance to a range of $12.72 to $13.02.
Earnings · August 4, 2026

Pfizer Swings to Loss on $4.3 Billion Impairment as Growth Slows

Pfizer posted a reported loss of $(0.04) a share in the second quarter after taking $4.3 billion in non-cash intangible impairments, even as it raised full-year revenue guidance by $500 million.
Earnings · August 4, 2026

Merck Raises Sales Outlook as Acquisition Charge Drives Loss

Quarterly sales increased to $16.607 billion as cancer-drug demand offset declining diabetes revenue.
Earnings · August 4, 2026

McDonald’s Sales Growth Slows as U.S. Traffic Turns Negative

Second-quarter revenue increased 4% to $7.10 billion as growth moderated across McDonald’s major markets.
Earnings · August 4, 2026

Idexx Raises Outlook as Margins Widen

Second-quarter revenue reached $1.217 billion as stronger profitability supported a higher full-year forecast.
Earnings · August 4, 2026

Caterpillar hits record quarterly revenue as construction demand accelerates

The industrial manufacturer generated $20.5 billion in sales during the second quarter, the first time the company has exceeded $20 billion in a single period.
Earnings · August 4, 2026

Archer-Daniels-Midland Raises Outlook as Oilseed Profit Rebounds

Revenue increased 7% to $22.68 billion as the oilseed business returned to growth.
Earnings · August 4, 2026

Vertex Raises Revenue Guidance as New Therapies Gain Traction

The biotechnology company raised its full-year revenue outlook to a range of $13.1 billion to $13.2 billion.
Earnings · August 3, 2026

TG Therapeutics Raises Outlook as BRIUMVI Sales Climb

The company lifted its 2026 global revenue target to approximately $950 million.
Earnings · August 3, 2026

EchoStar’s Hughes Units File for Bankruptcy

The restructuring followed about $23 billion of spectrum sales to AT&T.
Earnings · August 3, 2026

Marriott Raises Annual Outlook as North American Demand Accelerates

Adjusted diluted earnings per share rose 20% to $3.19 in the second quarter.
Earnings · August 3, 2026

Loews Profit Rises 14% as Hotels Offset CNA Underwriting Strain

Loews Corp posted second-quarter net income of $444 million, or $2.16 a share, even as its CNA insurance unit's underlying combined ratio held near 94% for a second straight quarter.
Earnings · August 3, 2026

GameStop Moves to Cut Debt Through Stock Exchange

The transaction would leave roughly $1.1 billion of 2030 notes outstanding after closing.
Earnings · August 3, 2026

CNH Profit Slides 35% Even as Margins Recover From Q1 Trough

CNH Industrial reported second-quarter net income of $141 million, down from $217 million a year earlier, though sharply improved from the $10 million it earned in the first quarter.
Earnings · August 3, 2026

CNA Profit Rebounds as Investment Income Offsets Underwriting Pressure

Net written-premium growth accelerated to 4% despite softer renewal pricing.
Earnings · August 3, 2026

Western Union Slashes Full-Year Profit Outlook as Costs Climb

Western Union posted a 31% drop in operating income to $132.1 million as guidance for full-year adjusted earnings per share was cut to $1.25 to $1.35 from $1.75 to $1.85.
Earnings · July 31, 2026

Vericel Raises Revenue Guidance Again, Adds First Buyback

Vericel swung to a $2.2 million profit and lifted its full-year revenue outlook to $330-$340 million even as quarterly growth cooled to 22%.
Earnings · July 31, 2026

Universal Logistics' GAAP Profit Jump Masks Weaker Core Earnings

Universal Logistics Holdings (ULH) reported second-quarter earnings per share of $0.99, but adjusted EPS excluding a one-time property gain was just $0.16, down from $0.32 a year earlier.
Earnings · July 31, 2026

SunCoke Raises Full-Year Outlook as Industrial Services Hits Record

SunCoke Energy posted a sequential swing to $15.6 million in net income and lifted its full-year Adjusted EBITDA guidance for the second straight quarter.
Earnings · July 31, 2026

Provident Financial's NIM Widens as Reserve Cushion Thins

Provident Financial Services (PFS) posted record net interest income of $202.7 million as its net interest margin expanded 8 bps to 3.48%, even as reserve coverage of non-performing loans fell to 134.87% from 235.61% at year-end.
Earnings · July 31, 2026

Pioneer Bancorp's NIM Widens as Acquisitions Crush Efficiency, Capital

Net interest income at Pioneer Bancorp (PBFS) climbed 16.5% to $22.9 million in the second quarter, but four acquisitions closed in the period pushed the efficiency ratio to 78.33% and roughly halved return on equity.
Earnings · July 31, 2026

Olin Swings Toward Breakeven as Merger Costs and Plant Outage Bite

Olin posted a $13.3 million net loss in the second quarter as an unplanned Freeport plant shutdown cut adjusted EBITDA by $40 million.
Earnings · July 31, 2026

NMI Holdings Posts Third Straight Earnings Gain as NIW Jumps 31%

NMI Holdings reported net income of $105.8 million, or $1.38 a share, as new insurance written surged 31% from the prior quarter to $16.1 billion.
Earnings · July 31, 2026

Moderna narrows quarterly loss as operating expenses decline

The biotechnology company reported a net loss of $0.8 billion for the second quarter, an improvement of $43 million over the prior year.
Earnings · July 31, 2026

Merit Medical Raises Full-Year Guidance as Growth Accelerates

Merit Medical Systems posted second-quarter revenue of $418.8 million, up 10% year over year, and raised its full-year revenue and profit guidance.
Earnings · July 31, 2026

ICE to Acquire MarketAxess for $6 Billion in Cash

Intercontinental Exchange agreed to buy MarketAxess Holdings (MKTX) for $167 a share in cash, a 33% premium, capping a stretch in which the bond-trading platform posted record first-quarter revenue of $233.4 million.
Earnings · July 31, 2026

LyondellBasell Swings to Profit as Olefins Margins Surge

LyondellBasell posted second-quarter net income of $559 million, reversing a first-quarter profit of just $125 million as tighter global supply lifted olefins and polyolefins margins.
Earnings · July 31, 2026

Alliant Earnings Fall as Utility Costs Weigh

The utility raised its load-growth outlook to 60% by 2031 as three data centers advanced construction.
Earnings · July 31, 2026

Lear's Margins Widen as E-Systems Rebound Drives Earnings Growth

Lear posted second-quarter net income of $192.8 million, up 17% from a year earlier, as its electronics segment margin nearly doubled and the company raised its full-year guidance.
Earnings · July 31, 2026

IES Holdings Revenue Growth Doubles as Backlog Nears Doubling

IES Holdings posted 40% revenue growth in its fiscal third quarter, more than double the pace of the prior two periods, as backlog swelled to $4.5 billion.
Earnings · July 31, 2026

Healthcare Realty Raises FFO Guidance as Same-Store Growth Slows

Healthcare Realty Trust lifted its 2026 normalized FFO guidance to a $1.64-a-share midpoint even as quarterly same-store cash NOI growth decelerated to 5.1% from 6.9% in the prior quarter.
Earnings · July 31, 2026

GLPI Lifts AFFO Guidance as Revenue Growth Accelerates to 9%

Gaming and Leisure Properties raised its full-year AFFO outlook after quarterly revenue growth accelerated to 9.0%, the fastest pace in three quarters.
Earnings · July 31, 2026

Greif Profit More Than Doubles as Margins Widen, Debt Shrinks

Greif posted a 156.7% jump in net income to $78.8 million as gross margin expanded 650 basis points and leverage fell to 1.1x from 3.1x a year earlier.
Earnings · July 31, 2026

Eaton Raises Outlook as Second-Quarter Sales Climb 21%

Organic growth reached 14% as demand strengthened across Eaton’s electrical businesses.
Earnings · July 31, 2026

Dexcom Raises Full-Year Margin Guidance as Growth Cools

Dexcom posted 13% revenue growth to $1.308 billion in the second quarter, a step down from 15% in the first quarter, even as profitability guidance moved higher for a second straight period.
Earnings · July 31, 2026

Leonardo DRS Lifts Guidance Again as Margins, Bookings Accelerate

The defense electronics maker posted 10% revenue growth and a 59% jump in net earnings, prompting its second consecutive full-year guidance increase.
Earnings · July 31, 2026

Dominion Holds 2026 Guidance as Impairments Cut GAAP Profit

Dominion Energy (D) reported operating earnings of $0.79 a share for the second quarter, even as $704 million in nonregulated asset impairments pulled GAAP net income to $0.37 a share.
Earnings · July 31, 2026

Chevron Earnings Climb to $12.1 Billion on Production Growth

The energy giant reported a quarterly profit of $12.1 billion, up from $2.49 billion a year earlier.
Earnings · July 31, 2026

Cavco Profit Falls Even as Revenue and Backlog Climb

Cavco Industries closed its first quarter of fiscal 2027 with a backlog of $298 million, up more than 50% from three months earlier, even as per-share profit fell for the second time in three quarters.
Earnings · July 31, 2026

Cousins Properties Lifts FFO and Raises Full-Year Guidance

The Atlanta office landlord posted funds from operations of $0.75 a share in the second quarter, up from $0.70 a year earlier, as leasing pushed occupancy to its highest level since early 2020.
Earnings · July 31, 2026

Columbia's Profit Swing Rides One-Time Tariff Refund, Not Demand

Columbia Sportswear swung to $0.52 in diluted earnings per share in the second quarter, but a $78 million IEEPA tariff refund accounted for $0.93 of that figure, implying underlying results were negative.
Earnings · July 31, 2026

CNO Financial Lifts Guidance as Operating EPS Surges 45%

CNO Financial Group posted second-quarter operating earnings of $1.26 a share, up 45% from a year earlier, and raised its full-year outlook for the first time this year.
Earnings · July 31, 2026

BrightSpring Raises Outlook as Earnings Growth Outpaces Sales

Revenue reached $3.873 billion as BrightSpring lifted its full-year sales forecast.
Earnings · July 31, 2026

Balchem's Sales Growth Hits Three-Quarter High, Nutrition Margins Widen

Balchem posted 11.2% net sales growth in the second quarter, its fastest pace in three quarters, as its Animal Nutrition and Health segment's operating earnings jumped 48.7%.
Earnings · July 31, 2026

Axos Loan Growth Slows, Deposits Jump on Jenius Deal, Credit Costs Ease

Net interest income rose 13.5% to $317.9 million at Axos Financial (AX) even as loan growth decelerated for a third straight quarter and CET1 slipped to 11.76%.
Earnings · July 31, 2026

Ares Fee Earnings Jump 20% as AUM Hits Record $671 Billion

Fee Related Earnings at Ares Management (ARES) climbed 20% to $491.1 million in the second quarter, even as management-fee growth cooled to 14% from the 25% pace set earlier in the year.
Earnings · July 31, 2026

Agree Realty Lifts Investment Guidance as Growth Rates Ease

Agree Realty raised its 2026 acquisition target to as much as $1.8 billion after a record $502 million quarter, even as per-share earnings growth slowed.
Earnings · July 31, 2026

AbbVie Lowers Annual Guidance Following Apogee Therapeutics Acquisition

The biopharmaceutical company reported second-quarter net revenues of $16.990 billion, a 10.2% increase from a year ago.
Earnings · July 31, 2026

Yum Revenue Rises 12% as Taco Bell Offsets Pizza Hut

The restaurant operator opened 1,053 locations as worldwide unit count increased 5%.
Earnings · July 30, 2026