The Tip Desk

Earnings — page 5

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

First Horizon Posts Loss After Mortgage Sale Reclass

The Memphis regional booked a $473 million loss on about $4.5 billion of consumer mortgages moved to held-for-sale, producing a $0.20-a-share loss.
Earnings · October 15, 2026

Alcoa Completes Alumar Restart and Advances AliGroup Deal

Alcoa posted $483 million of net income, or $1.81 a share, as aluminum production rose for a sixth straight quarter and alumina output recovered at Pinjarra.
Earnings · October 15, 2026

SM Energy Anticipates $207 Million Derivative Loss

The oil-and-gas producer said third-quarter realized oil averaged $85.76 a barrel before hedges, with gas at $2.48 a Mcf and NGLs at $29.40 a barrel.
Earnings · October 14, 2026

Progressive's Third-Quarter Profit Turns Lower

Net income in the September quarter was $2.54 billion, down 3% from a year earlier, as the combined ratio slipped to 88.7.
Earnings · October 14, 2026

Home BancShares Raises Dividend After Record Third-Quarter Profit

Net income hit a company record $129.5 million, or $0.65 a share, as the cash dividend rose to $0.23 a share.
Earnings · October 14, 2026

BlackRock Adjusted Operating Margin Reaches 47.8 Percent

Annualized organic base fee growth was 11% in the third quarter, and as-adjusted diluted earnings were $15.93 a share.
Earnings · October 14, 2026

UnitedHealth Raises 2026 Outlook After Profit Recovery

The healthcare company now expects full-year 2026 earnings of at least $19.50 a share and adjusted earnings of at least $20.50 a share.
Earnings · October 13, 2026

Occidental's Oil Realizations Reverse After a 38% Jump

Worldwide realized crude fell to $85.91 a barrel in the third quarter as Gulf of America output was curtailed.
Earnings · October 13, 2026

Northern Oil and Gas Lifts Third-Quarter Capital Spending

The non-operator booked $250.0 million to $253.0 million of third-quarter capital, up from $195.8 million in the second quarter, and said spending is expected toward the higher end of its 2026 range.
Earnings · October 13, 2026

Johnson & Johnson Raises 2026 Sales Outlook After Talc Charge

The company lifted estimated reported sales to $101.2 billion at the midpoint and adjusted EPS to $11.10, while third-quarter GAAP earnings were $0.09 a share.
Earnings · October 13, 2026

EQT Flags $100 Million Derivative Gain for Third Quarter

The natural gas producer said it expects $70 million of net cash settlements, including $68 million on NYMEX hedges, for the three months ended September 30, 2026.
Earnings · October 13, 2026

Emerson Lifts Fiscal 2026 Sales Growth Outlook

Net sales reached $4.87 billion in the quarter ended June 30, 2026, and the company raised full-year sales growth to about 5%.
Earnings · October 13, 2026

Domino's U.S. Same-Store Sales Rebound After a Weak Quarter

U.S. same-store sales rose 0.3% in the third quarter, reversing a 0.1% gain in the second quarter, as international comps turned positive and operating income rose 8.3%.
Earnings · October 13, 2026

AZZ Raises Fiscal 2027 Outlook After Sales Growth Accelerates

Second-quarter sales reached a record $486.9 million, up 16.7% from a year earlier, and the company lifted full-year sales guidance to $1.825 billion to $1.875 billion.
Earnings · October 13, 2026

Delta Cuts Full-Year Outlook After Fuel Spike

The carrier now sees adjusted earnings of $5.10 to $5.60 a share and about $2.5 billion of free cash flow for 2026.
Earnings · October 9, 2026

Avient Names UPL Chief Mike Frank as President and CEO

The materials-solutions company kept 2026 adjusted EPS guidance at $3.10 to $3.25 after a second-quarter beat of $0.96.
Earnings · October 9, 2026

PepsiCo Cuts 2026 Core EPS Growth Outlook

Organic revenue grew 3.1% in the third quarter as PepsiCo set its full-year organic revenue growth outlook at about 3% and cut core EPS growth guidance to 2.5%–3.5%.
Earnings · October 8, 2026

Diamondback Oil Prices Fall After a Record Second Quarter

Unhedged realized oil averaged $87.30 a barrel in the third quarter, down from $96.82 in the second, as the Permian producer booked a $182 million net loss on commodity contracts.
Earnings · October 8, 2026

Brookdale Occupancy Gain Accelerates After a Slow Quarter

Third-quarter weighted average occupancy reached 83.1%, up 130 basis points from a year earlier, after a 230-basis-point year-over-year lift in the second quarter.
Earnings · October 8, 2026

Worthington Steel Posts First Results With Kloeckner

First-quarter net sales were $2,726.6 million after the June majority acquisition, while a $7.0 million continuing-operations loss replaced a year-earlier profit of $36.8 million.
Earnings · October 7, 2026

Venture Global Holds LNG Sales Near Second-Quarter Volume

The company sold 465.8 TBtu of LNG in the quarter ended September 30, 2026, at an implied weighted average fixed liquefaction fee of $6.79 per MMBtu.
Earnings · October 7, 2026

Profound Preliminary Third-Quarter Sales Beat Consensus

The company expects third-quarter revenue of $9.8 million to $10.0 million, about 45% to 47% above the $6.78 million Bloomberg mean.
Earnings · October 7, 2026

Levi Strauss Raises 2026 Profit Outlook After Tariff Refunds

The apparel maker lifted full-year adjusted diluted EPS to $1.54–$1.56 and said it would start a $100 million buyback.
Earnings · October 7, 2026

Helmerich & Payne Flags High-End Fourth-Quarter Margins

The driller now expects International Solutions direct margins of around $45 million in the fiscal fourth quarter, lifting the segment toward the top of its prior range.
Earnings · October 7, 2026

Figure's Third-Quarter Volume Growth Cools From 132%

Consumer Loan Marketplace volume reached $5.12 billion, at the high end of the $4.8 billion to $5.2 billion range, excluding Kiavi after the Sept. 1 close.
Earnings · October 7, 2026

Applied Digital's Adjusted Ebitda Reaches $64.4 Million

Revenue was $341.9 million in the fiscal first quarter ended August 31, 2026, as HPC Hosting posted $262.6 million and Polaris Forge 1 reached 175 MW of live capacity.
Earnings · October 7, 2026

APA's U.S. Oil Realized Price Falls as Gas Turns Positive

The company estimated a $190 million before-tax gain on oil and gas purchases and sales in the third quarter, down from $345 million.
Earnings · October 7, 2026

Constellation Raises Fiscal 2027 Reported Earnings Range

The beer and wine maker lifted its fiscal 2027 reported EPS outlook to $11.85-$12.55 after second-quarter net sales of $2,633 million.
Earnings · October 6, 2026

RPM Narrows Fiscal 2027 Sales and Ebitda Outlook

First-quarter sales reached a record $2.22 billion, up 4.8%, as Performance Coatings and Consumer growth offset a Construction Products stall.
Earnings · October 6, 2026

Penguin Names Cumming CFO After Record Fiscal 2026

The AI Factory Platform company said it posted multiple records in the fourth quarter and lifted its fiscal 2027 outlook.
Earnings · October 6, 2026

Neogen Raises Fiscal 2027 Outlook After Core Growth Rebound

First-quarter revenue was $222.8 million, up 6.5% from a year earlier, and the company lifted full-year revenue guidance to $885 million to $890 million.
Earnings · October 6, 2026

HubSpot Cuts Nearly 660 Jobs to Reorganize Around Outcomes

The company said it will reduce its team by about 7% as it shifts product teams away from hubs toward customer outcomes.
Earnings · October 6, 2026

BioMarin Flags $320 Million Alesta Charge for 2026

The biologic-therapies company said the August 31 deal will add about $1.55 of pre-tax charges to full-year results and that it will issue updated 2026 guidance with third-quarter figures.
Earnings · October 6, 2026

NeoGenomics Names Stone CEO as NGS Growth Reaches 28%

Preliminary third-quarter revenue is expected at about $209 million, and full-year revenue guidance is slated to rise at the midpoint.
Earnings · October 5, 2026

Lucid Cuts Output After Second-Shift Elimination

The electric-vehicle maker produced 2,954 vehicles in the third quarter and delivered 3,806 as it converted inventory under a $1.4 billion cash-flow reset.
Earnings · October 5, 2026

F&G's Second-Quarter Sales and Adjusted Earnings Ease

Adjusted net earnings were $85 million, or $0.65 a share, as gross sales slipped to $2.7 billion after a $3.2 billion first quarter.
Earnings · October 5, 2026

Apollo's AUM Reaches $1.05 Trillion After $1 Trillion Cross

The alternative asset manager closed June 30, 2026 with approximately $1.05 trillion of assets under management, after crossing $1 trillion in the first quarter.
Earnings · October 5, 2026

WesBanco Sets Third-Quarter Call After June Results

The Wheeling holding company said third-quarter results are due after the close on October 21, with a call on October 22.
Earnings · October 2, 2026

Tesla Other-Model Deliveries Drop After Record Second Quarter

The vehicle maker delivered 486,532 cars in the third quarter as Model 3/Y volume rose and energy storage held near 13.7 GWh.
Earnings · October 2, 2026

Blue Owl Technology Finance Sets Third-Quarter Results Date

The specialty finance company will report third-quarter results on November 4, 2026, after market close.
Earnings · October 1, 2026

Blue Owl Capital Sets November Third-Quarter Results Date

The specialty finance company scheduled its September 30, 2026 results for November 4, with a follow-on call on November 5.
Earnings · October 1, 2026

Nike Launches Pace Cost Overhaul After Widening Sales Drop

First-quarter revenue fell 4% to $11.2 billion as the company unveiled Pace, an operating-model overhaul it said would save about $2.5 billion through fiscal 2031.
Earnings · October 1, 2026

McCormick Reaffirms 2026 Outlook After Mexico-Driven Quarter

Net sales rose 17.4% in the third quarter, with organic growth of 1.9% and adjusted earnings of $0.86 a share.
Earnings · October 1, 2026

Acuity's Fourth-Quarter Sales Growth Reaccelerates

Net sales were $1.24 billion in the fiscal fourth quarter, up 2.9% from a year earlier, after a 1.6% year-over-year rise in the third quarter.
Earnings · October 1, 2026