The Tip Desk

Earnings — page 5

Comfort Systems USA revenue jumps 51% on technology demand

The mechanical and electrical contractor reported first-quarter net income of $370.4 million.
Earnings · June 22, 2026

Digital Realty Posts Record Bookings, Raises Full-Year Outlook

The data-center REIT signed leases expected to generate $707 million in annualized rent, a company record, and lifted its 2026 Core FFO guidance to $8.00-$8.10 a share.
Earnings · June 22, 2026

CRH bets $8.5B on U.S. aggregates leader Arcosa

The building-materials giant called the deal accretive to earnings, margin, and cash flow within 12 months of closing.
Earnings · June 22, 2026

Centene lifts profit outlook after earnings jump

The health insurer raised its 2026 adjusted earnings guidance above $3.40 a share.
Earnings · June 22, 2026

Align Technology announces board leadership transition

The medical device maker named Kevin Conroy to succeed C. Raymond Larkin, Jr. as chairman.
Earnings · June 22, 2026

AbbVie buys Apogee for $10.9 billion as immunology sales accelerate

The drugmaker raised its full-year earnings guidance despite a $0.41 hit from acquired R&D costs.
Earnings · June 22, 2026

Steel Dynamics lifts profit view on metal-margin surge

The steelmaker set second-quarter earnings guidance 75% above year-ago levels.
Earnings · June 18, 2026

Kroger Cuts Buyback as Sales Growth Slows to 1% and Margins Narrow

The grocer reaffirmed its full-year adjusted EPS outlook of $5.10 to $5.30 despite identical sales without fuel slowing to 1.0% in the first quarter.
Earnings · June 18, 2026

Janus Henderson Faces Fee Compression Ahead of Take-Private Close

The asset management firm reported assets under management of $480 billion as it prepares to transition to a privately held company.
Earnings · June 18, 2026

Liberty Media profit flips as Formula 1 races ahead

The media-and-motorsports company posted $107 million in Formula 1 operating income after a $28 million loss a year earlier.
Earnings · June 18, 2026

Bitmine Adds $800 Million in Crypto Holdings as ETH Stash Nears 5% Supply Goal

The Ethereum treasury company's total crypto and cash holdings climbed to $10.4 billion in a single week, fueled by a $274 million preferred-stock offering and rising ETH prices.
Earnings · June 18, 2026

Allstate posts modest policy growth amid pricing shifts

The insurer added 1 million policies in force in the quarter, reaching 212 million.
Earnings · June 18, 2026

Allegro Microsystems sales jump 26% on data-center demand

The sensor-chip supplier reported record data-center revenue at 14% of total sales.
Earnings · June 18, 2026

SharonAI Secures $1.6 Billion Financing to Expand AI Infrastructure

The company reached 132MW of total AI Factory capacity following a strategic collaboration with NVIDIA.
Earnings · June 17, 2026

Progressive earnings jump 36% on premium growth

The insurer posted $2.47 a share in May, up from $1.81 a year earlier.
Earnings · June 17, 2026

Kilroy Realty Lifts 2026 FFO Outlook as Leasing Hits Nine-Year High

The West Coast office landlord raised its full-year FFO guidance to $3.49 to $3.63 a share after first-quarter same-property cash NOI growth topped its own forecast.
Earnings · June 17, 2026

Jabil lifts guidance as AI demand accelerates

The electronics manufacturer raised its full-year earnings outlook to $12.70 a share after core profit rose 20%.
Earnings · June 17, 2026

Innodata Raises Outlook as Margins Expand

The AI-services provider lifted its full-year revenue-growth target to at least 40% after first-quarter sales climbed 54%.
Earnings · June 17, 2026

CME Volumes Hit Record as Rates, Energy Surge

The exchange operator’s average daily volume jumped 32% sequentially to 36.2 million contracts in the first quarter.
Earnings · June 17, 2026

Clorox Adjusted Earnings Recover as Leadership Shifts

Adjusted earnings per share rose 13% year-over-year to $1.64 in the third quarter.
Earnings · June 17, 2026

Yum China buys Pizza Hut China for $1.2 billion

The operator reported 10% revenue growth in the quarter, its fastest pace in six quarters.
Earnings · June 16, 2026

Yum Brands to Sell Pizza Hut for $2.7 Billion, Unloads Struggling Chain

The fast-food giant's first-quarter earnings per share excluding special items rose 15% to $1.50 as Taco Bell's same-store sales accelerated to 8%.
Earnings · June 16, 2026

MSC Industrial returns to sales growth after yearlong slide

The distributor posted a 2.7% rise in fiscal fourth-quarter net sales, its first increase in five quarters.
Earnings · June 16, 2026

Fiserv Launches Tender Offers on $2.75 Billion in Senior Notes

The payments processor reaffirmed full-year adjusted EPS guidance of $8.00 to $8.30 amid a leadership transition and new debt management moves.
Earnings · June 16, 2026

CRH holds guidance, names new director

The building-materials supplier left its 2025 Adjusted EBITDA target unchanged at $7.5 billion to $7.7 billion.
Earnings · June 16, 2026

Cincinnati Financial swings to profit on lower catastrophe losses

The property-casualty insurer posted first-quarter operating income of $2.10 a share after a year-earlier loss.
Earnings · June 16, 2026

Allison Transmission sales jump 84% following off-highway acquisition

Consolidated net sales reached $1,406 million in the first quarter, driven by the integration of a new business unit.
Earnings · June 16, 2026

American Airlines hits record revenue as debt falls below $35 billion

The airline reported first-quarter revenue of $13.9 billion, a 10.8% increase over the same period last year.
Earnings · June 16, 2026

Fox to Acquire Roku for $22 Billion as Platform Revenue Surges 28%

The streaming-platform operator posted $86 million in net income, swinging from a year-earlier loss, on the same day Fox Corporation agreed to buy it for $160 a share.
Earnings · June 15, 2026

Newmont reshuffles executive leadership team

The gold miner announced a restructuring of its top management effective July 1, 2026.
Earnings · June 15, 2026

Honeywell Sets Aerospace Spin-Off for June 29

The industrial conglomerate reaffirmed full-year guidance while lowering its operating cash flow target to $4.4 billion–$4.7 billion.
Earnings · June 15, 2026

Fox to acquire Roku in $22 billion streaming bet

The deal values Roku at $160 a share in cash and stock, reshaping the media landscape.
Earnings · June 15, 2026

Fiserv holds steady on annual outlook

The payments processor kept its 2026 adjusted earnings guidance at $8.00 to $8.30 a share.
Earnings · June 15, 2026

Cencora lifts profit forecast after oncology deal

The drug distributor raised its full-year adjusted earnings guidance to as much as $17.90 a share.
Earnings · June 15, 2026

Capital One Credit Costs Ease as Card Delinquencies Fall

The credit-card lender’s domestic 30+ day delinquency rate improved 11 basis points to 3.33% in May.
Earnings · June 15, 2026

Vertiv Lifts Outlook as Data-Center Demand Fuels 30% Sales Jump

The power-and-cooling specialist raised its full-year adjusted EPS target to $6.30–$6.40 after first-quarter revenue hit $2.65 billion.
Earnings · June 12, 2026

UniFirst Shareholders Approve Cintas Acquisition as Margins Compress

Consolidated revenues rose 3.4% to $622.5 million in the second quarter.
Earnings · June 12, 2026

United Community Sells Navitas, Reshapes Loan Book

The $1.9 billion equipment-finance exit will cut net charge-offs in half and lift CET1 to 14.5%.
Earnings · June 12, 2026

Seagate retires last convertible debt ahead of schedule

The data-storage company extinguished $185.8 million of 3.50% exchangeable notes due 2028.
Earnings · June 12, 2026

Super Micro Launches $7 Billion Raise as AI Orders Hit $39 Billion

The server maker's fiscal third-quarter sales more than doubled year-over-year to $10.2 billion, though they fell 19.5% sequentially from the prior quarter's peak.
Earnings · June 12, 2026

Service Corp Profit Growth Slows as Volumes Decline

The death-care provider’s adjusted earnings per share rose just 1% in the latest quarter, down from 8% growth in the prior period.
Earnings · June 12, 2026

Flutter Lowers Full-Year Guidance as US Sportsbook Profits Dip

Group revenue rose 17% to $4.304 billion in the first quarter.
Earnings · June 12, 2026

Marvell posts third straight quarter of revenue acceleration

The chip designer raised its second-quarter revenue outlook to $2.7 billion, a 35% year-over-year increase.
Earnings · June 11, 2026

CoreWeave Backlog Surges to $99 Billion as AI Cloud Demand Accelerates

The GPU cloud provider's remaining performance obligations jumped $38.1 billion in a single quarter to $98.8 billion, underscoring the scale of AI infrastructure commitments pouring in.
Earnings · June 11, 2026

Ciena raises annual revenue guide as cloud demand accelerates

The networking equipment provider reported second-quarter revenue of $1.57 billion, a 39.5% increase year-over-year.
Earnings · June 11, 2026

Caterpillar profit jumps 30% on construction rebound

The heavy-equipment maker posted adjusted earnings of $5.54 a share for the quarter.
Earnings · June 11, 2026

Adobe Lifts Full-Year Outlook as AI-First Annual Recurring Revenue Tops $500 Million

The design-software maker posted record quarterly revenue of $6.62 billion, up 13% year over year, and tripled its AI-first ARR as it raised guidance for the second time this fiscal year.
Earnings · June 11, 2026

Oracle's Cloud Infrastructure Revenue Surges 93% as Backlog Swells to $638 Billion

The software maker's remaining performance obligations ballooned 363% year-over-year to $638 billion, underscoring the scale of AI-driven demand.
Earnings · June 10, 2026

Navan posts 40% revenue jump, lifts profit outlook

The corporate-travel platform swung to a $22 million non-GAAP profit in the quarter.
Earnings · June 10, 2026

Keel Infrastructure posts deeper losses after pivot

The company reported a $98.4 million operating loss in its first quarter as a pure-play data-center developer.
Earnings · June 10, 2026