The Tip Desk

Earnings — page 4

Keel Infrastructure Swings to Deep Loss as Redomiciliation Costs Mount

The HPC infrastructure developer posted a $127.6 million net loss in the first quarter, more than tripling from a year earlier, as it absorbed restructuring charges tied to its U.S. redomiciliation and Latin American exit.
Earnings · July 6, 2026

Kyndryl Adjusted Pretax Income Rises 21% Amid Flat Revenues

The infrastructure services provider reported fiscal year 2026 adjusted pretax income of $581 million.
Earnings · July 6, 2026

CoreCivic sells prisons, lifts profit outlook

The operator raised its 2026 adjusted EBITDA forecast to as much as $461.8 million after asset sales.
Earnings · July 6, 2026

AbbVie Lowers Annual Profit Guidance Amid Billion-Dollar Acquisition

The biopharmaceutical company reduced its full-year adjusted diluted EPS range to $13.91 - $14.11 following a $10.9 billion deal for Apogee Therapeutics.
Earnings · July 6, 2026

Tesla vehicle deliveries rise 34% on Model 3/Y growth

The electric vehicle maker delivered 480,126 vehicles in the second quarter of 2026.
Earnings · July 2, 2026

S&P Global Spins Off Mobility Unit in $3.1 Billion Deal

The data provider completed the separation of its Mobility division into a standalone company with $1.75 billion in annual revenue.
Earnings · July 2, 2026

Rivian's Software Revenue Surges 49% as Auto Gross Profit Swings to Loss

The EV maker's consolidated revenue grew 11% to $1.38 billion, but automotive margins buckled under a $100 million drop in regulatory credit sales.
Earnings · July 2, 2026

Reinsurer trims assets as in-force book holds steady

Reinsurance Group of America’s total assets fell to $156.6 billion at year-end 2025.
Earnings · July 1, 2026

QXO Closes TopBuild Deal, Targets $300 Million in Annual Synergies by 2030

The building-products distributor now commands the top position in insulation, waterproofing, and key lumber markets after completing its acquisition of TopBuild Corp.
Earnings · July 1, 2026

O'Reilly Automotive Posts Reaccelerating Growth, Raises EPS Outlook

O'Reilly Automotive's comparable store sales jumped to 8.1% in the first quarter, up from 5.6% the prior period, as the auto-parts retailer lifted its full-year profit guidance.
Earnings · July 1, 2026

General Mills posts profit rebound as margins recover

The packaged-foods company swung to a 27% jump in adjusted earnings after four quarters of declines.
Earnings · July 1, 2026

Flutter Cuts Full-Year Guidance as Profit Margins Compress

Flutter Entertainment's first-quarter revenue rose 17% to $4,304 million, but net income fell 38% and the company lowered its 2026 outlook.
Earnings · July 1, 2026

Eversource Sells Water Unit, Trims Earnings Outlook

The utility booked a $115 million after-tax charge tied to the $2.4 billion divestiture.
Earnings · July 1, 2026

Dynatrace Targets Rule of 50 by 2029 as ARR Tops $2 Billion

The observability-software maker crossed $2 billion in annual recurring revenue in its fiscal fourth quarter, closing a year in which it raised guidance three times.
Earnings · July 1, 2026

Columbia Banking System NIM Compresses as Asset Balances Dip

Net interest margin fell 10 bps to 3.96% in the first quarter as the bank navigated lower interest-earning asset balances.
Earnings · July 1, 2026

Constellation Brands Lifts Outlook as Beer Margins Stabilize and Earnings Rebound

The beer-and-spirits maker posted comparable earnings of $3.43 a share, reversing two consecutive quarters of declines.
Earnings · June 30, 2026

Progress Software Lifts Guidance as AI Products Drive Revenue Beat

The application-development software maker posted $253 million in quarterly revenue, topping its own forecast by as much as $13 million on AI-driven demand.
Earnings · June 30, 2026

PPL raises first-quarter earnings on Kentucky rate hikes

The utility provider reported first-quarter earnings from ongoing operations of $478 million, an 8% increase over the prior year.
Earnings · June 30, 2026

Nike Net Income Jumps 407% on Tariff Recovery Benefit

The sportswear company reported fourth-quarter net income of $1.1 billion, bolstered by a nearly $1 billion tax-related gain.
Earnings · June 30, 2026

Labcorp lifts profit margins as biopharma demand climbs

The diagnostics company raised its full-year adjusted earnings guidance to as much as $18.35 a share.
Earnings · June 30, 2026

Janus Henderson Goes Private at 10.2x EBITDA

The asset manager accepted a $52-a-share cash offer from Trian and General Catalyst, a 25% premium to its unaffected price.
Earnings · June 30, 2026

Brinks posts profit growth as margins expand

The cash-logistics provider reported adjusted earnings of $1.80 a share for the quarter.
Earnings · June 30, 2026

Air Products Posts $2.2 Billion Charge on Project Exits

The industrial-gas supplier disclosed pre-tax charges of up to $2.9 billion tied to exiting its Louisiana Clean Energy Complex.
Earnings · June 30, 2026

Rocket Lab acquires Iridium in $8 billion deal

The aerospace company reported record quarterly revenue of $200.3 million.
Earnings · June 29, 2026

QXO to acquire TopBuild in $17 billion deal

The combined company will generate over $18 billion in revenue and $2 billion in adjusted EBITDA.
Earnings · June 29, 2026

Martin Marietta to Acquire Lhoist North America for $13.5 Billion

The deal would triple projected 2026 revenue to $9.1 billion and expand margins.
Earnings · June 29, 2026

Honeywell completes aerospace spin-off amid industrial automation slump

Continuing operations net sales rose 1% to $4.82 billion in the first quarter.
Earnings · June 29, 2026

Digital Realty Lifts Profit Outlook on Record Leasing

The data-center operator raised its full-year Core FFO guidance to $8.00-$8.10 a share after bookings surged 77%.
Earnings · June 29, 2026

Corteva Names Vylor as Seed Spinoff, Sets Board Lineups for Split

The agricultural sciences company assigned formal names and leadership teams to both entities ahead of a planned fourth-quarter separation.
Earnings · June 29, 2026

Copart revenue growth accelerates after two quarters of declines

The online vehicle-auction operator posted $1.2 billion in quarterly revenue, its highest growth rate in a year.
Earnings · June 29, 2026

TopBuild Posts Revenue Growth as Margins Narrow

The building-products distributor’s first-quarter sales rose 17.2% year over year to $1.45 billion.
Earnings · June 29, 2026

Select Medical Profit Slumps as Costs Outpace Revenue

Adjusted earnings per share fell to 36 cents from 44 cents a year earlier.
Earnings · June 26, 2026

Oceaneering prices $500 million senior notes offering

The subsea robotics provider priced the notes at a 6.875% coupon rate.
Earnings · June 26, 2026

Southern Copper posts record profit on margin surge

Net income margin expanded to 37.1% in the latest quarter, up 6.8 percentage points from a year earlier.
Earnings · June 25, 2026

Public Storage expands credit, doubles down on mergers

The REIT upsized its revolving credit facility to $3 billion and announced a $10.5 billion deal for National Storage Affiliates.
Earnings · June 25, 2026

Insulet raises annual outlook as international sales accelerate

The medical device maker reported first-quarter revenue of $761.7 million, a 33.9% increase from a year earlier.
Earnings · June 25, 2026

Darden's LongHorn Drives 23% Profit Jump as Olive Garden Cools

The restaurant group posted $3.66 in adjusted earnings per share, a 22.8% year-over-year increase that capped a fiscal year of accelerating profit growth.
Earnings · June 25, 2026

Clearwater Analytics goes private in $8.4 billion deal

Stockholders received $24.55 a share, a 47% premium over the November 2025 undisturbed price.
Earnings · June 25, 2026

Acuity lifts profit margins as sales growth slows

The lighting and building-controls supplier reported a 420-basis-point expansion in operating profit margin to 16.1%.
Earnings · June 25, 2026

American Express Posts Fastest Card Spending Growth in Three Years

The payments company posted $4.28 a share in the first quarter, up 18% year over year, as card-member spending accelerated to its strongest pace since 2023.
Earnings · June 25, 2026

Raymond James AUM Surge Masks Loan Slowdown

The brokerage’s assets under management jumped 35% YoY to $342.7 billion in May, fueled by an April acquisition.
Earnings · June 24, 2026

Paychex Profit Jumps as Costs Flatten

The payroll processor’s operating margin hit 37.7% after acquisition-related expenses eased.
Earnings · June 24, 2026

Micron Revenue Surges 346% to Record as AI Memory Demand Accelerates

The chipmaker posted $25.11 in non-GAAP earnings per share, more than double the prior quarter, as data-center memory revenue nearly tripled year over year.
Earnings · June 24, 2026

Ionis Lifts Sales Outlook After FDA Broadens TRYNGOLZA Label

The biotech raised its 2026 revenue forecast by $75 million after total revenue nearly doubled year-over-year to $246 million in the first quarter.
Earnings · June 24, 2026

Texas Pacific Land Posts Record Revenue on Oil Royalties, Data-Center Land Sale

The land and royalty company reported $236.8 million in quarterly revenue, a 21% year-over-year increase driven by higher oil prices and a new data-center land transaction.
Earnings · June 23, 2026

Quantum Computing posts first revenue from acquisitions

The company swung to a $4.1 million net loss after booking $3.7 million in quarterly sales.
Earnings · June 23, 2026

Keurig Dr Pepper posts accelerating sales growth

The beverage company reaffirmed its 2026 guidance after full-year net sales rose 8.6% on a constant-currency basis.
Earnings · June 23, 2026

F5 Growth Slows as Cyber Costs Weigh on Margins

The application-security provider raised its full-year revenue outlook despite a sharp deceleration in systems sales.
Earnings · June 23, 2026

Blackstone Fee-Related Earnings Rise 23% on AUM Growth

Fee-earning assets under management climbed 9% year-over-year to $937.6 billion in the first quarter.
Earnings · June 23, 2026

Public Storage buys into Canada with $1.2B deal

The self-storage operator reported first-quarter net income of $2.71 a share, up 33% from a year earlier.
Earnings · June 22, 2026