The Tip Desk

Earnings — page 7

ABM Raises Fiscal 2026 Adjusted Earnings Outlook

The company now sees full-year adjusted EPS of $3.95 to $4.10 after a record $2.3 billion quarter and lifted free-cash-flow expectations to about $210 million.
Earnings · September 8, 2026

Lululemon Cuts Full-Year Sales Outlook to $10.35 Billion

The athletic-apparel maker now expects fiscal 2026 net revenue of $10.350 billion to $10.500 billion, a 5% to 7% decline.
Earnings · September 4, 2026

Guidewire Revenue Growth Slowed to 15% in Fourth Quarter

The insurance-software platform posted $411.1 million of fourth-quarter revenue and guided first-quarter fiscal 2027 sales to $372 million to $378 million.
Earnings · September 4, 2026

Docusign Lifts Fiscal 2027 Revenue Outlook to $3.5 Billion

The agreement-software company guided annual recurring revenue growth to 8.50%–9.00% and said IAM would reach 18%–19% of ARR by year-end.
Earnings · September 4, 2026

Snowflake Product Revenue Growth Reaches 37%

The AI Data Cloud company lifted full-year product revenue guidance to $6.07 billion after a third straight quarter of faster growth.
Earnings · September 3, 2026

PVH Non-GAAP Operating Margin Reaches 11.1%

The apparel company posted second-quarter non-GAAP earnings of $3.70 a share, above its $3.00 to $3.10 outlook.
Earnings · September 3, 2026

Planet's Growth Accelerates to 58% on Record Sales

Second-quarter revenue reached a record $116.1 million as adjusted EBITDA swung to $13.9 million of profit.
Earnings · September 3, 2026

Ollie's Comparable Sales Turned Negative 1.8%

The off-price retailer posted $1.42 a share and cut full-year sales guidance to $2.928 billion to $2.941 billion.
Earnings · September 3, 2026

Samsara Extends Third Quarter of 30% ARR Growth

Revenue reached $508.4 million as annual recurring revenue crossed $2.1 billion and GAAP earnings held for a fourth straight quarter.
Earnings · September 3, 2026

Campbell's Cuts Dividend 36% and Targets $500 Million in Savings

The company reset the quarterly dividend to $0.25 a share and launched a fiscal 2030 cost program after a $117 million trademark impairment and a swing to a $0.23 a share loss.
Earnings · September 3, 2026

Ciena Raises Full-Year Sales Outlook After Record Quarter

Fiscal third-quarter revenue reached $1.67 billion, up 37% from a year earlier, and the company lifted full-year 2026 guidance to $6.42 billion plus or minus $50 million.
Earnings · September 3, 2026

Brown-Forman Organic Sales Turn Down 1% After Growth

The spirits maker posted $911 million in first-quarter net sales and reaffirmed a plan for roughly flat organic revenue in fiscal 2027.
Earnings · September 3, 2026

Broadcom Posts $29.6 Billion Revenue on 86% Growth

The chipmaker guided fourth-quarter sales to about $34.8 billion, implying 93% year-over-year growth.
Earnings · September 3, 2026

Argan Revenue Growth Accelerates to 61.5% at $384 Million

The power and industrial construction firm posted record net income of $53.3 million, or $3.76 a share, in the quarter ended July 31, 2026.
Earnings · September 3, 2026

Palo Alto Networks Revenue Grew 34% to $3.41 Billion

Next-Generation Security ARR reached $9.10 billion after a 63% year-over-year increase in the fiscal fourth quarter.
Earnings · September 2, 2026

NetApp Raises Fiscal 2027 Outlook After Record Quarter

First-quarter net revenues reached a record $2.03 billion, up 30% from a year earlier, after 12% growth in the fourth quarter and 4% in the third.
Earnings · September 2, 2026

MiniMed U.S. Sales Growth Accelerates to 13%

The diabetes-technology company posted first-quarter net sales of $843 million and lifted full-year organic growth guidance to about 10.5%.
Earnings · September 2, 2026

Medtronic Organic Growth Reaches 13.7% After Two Slower Quarters

The healthcare-technology company lifted fiscal 2027 organic growth guidance to 7.25% to 7.75% after first-quarter sales of $9.8 billion.
Earnings · September 2, 2026

MongoDB Revenue Growth Accelerates To 30% At $771.8 Million

The database company posted $40.9 million of GAAP net income, or $0.50 a share, and raised full-year fiscal 2027 revenue guidance.
Earnings · September 2, 2026

GitLab Revenue Growth Slowed to 21% at $286.3 Million

The DevSecOps platform guided third-quarter revenue to $281 million to $283 million, below the $286.3 million it reported for the quarter ended July 31.
Earnings · September 2, 2026

Five Below Raises Fiscal 2026 Sales and Earnings Outlook

The value retailer lifted full-year net sales to as much as $5.71 billion after a 14.1% comparable-sales gain in the quarter ended August 1, 2026.
Earnings · September 2, 2026

Dell Lifts Full-Year Revenue Outlook to $192 Billion

The technology company posted record quarterly revenue of $47.0 billion and raised its fiscal 2027 AI-server outlook to $74.0 billion.
Earnings · September 2, 2026

Credo Sequential Revenue Growth Slows to 9.6%

The connectivity maker guided second-quarter fiscal 2027 sales to $525 million to $535 million.
Earnings · September 2, 2026

Albany International Raises Third-Quarter Adjusted Earnings Outlook to $1.50

The materials science maker lifted third-quarter adjusted EPS guidance to a range of $1.40 to $1.50 after reversing a CH-53K loss reserve.
Earnings · September 2, 2026

SAIC Lifts Fiscal 2027 Revenue Outlook to $7.3 Billion

The mission integrator posted $1.88 billion of second-quarter sales, up 6.3% from a year earlier, and raised full-year targets after a slower first quarter.
Earnings · September 1, 2026

Marvell Posts Record $2.74 Billion Revenue

The data-infrastructure chipmaker guided third-quarter fiscal 2027 net revenue to $3.150 billion, plus or minus 5%.
Earnings · August 28, 2026

Hormel Raises Adjusted Earnings Outlook to $1.45-$1.51

The branded food company posted $2.96 billion of third-quarter net sales as organic sales reversed from growth to a 2% decline.
Earnings · August 28, 2026

Gap Comparable Sales Turn Down 1% After Ninth Straight Gain

The apparel company posted $3.7 billion of second-quarter net sales and raised its adjusted full-year earnings outlook to about $2.35 to $2.45 a share.
Earnings · August 28, 2026

Dollar General Lifts Full-Year EPS Outlook to $8.00

The neighborhood general store posted $2.48 a share in the 13 weeks ended July 31, 2026, and raised its fiscal 2026 earnings range.
Earnings · August 28, 2026

Best Buy Lifts Comparable Sales Outlook to 3.0%

The electronics retailer posted 4.1% enterprise comparable sales growth in the 13 weeks ended Aug. 1 and raised full-year adjusted diluted EPS guidance to $6.70 to $6.90.
Earnings · August 28, 2026

Affirm RLTC Growth Accelerates to 41% Year Over Year

Revenue less transaction costs reached $498 million in the third fiscal quarter as GMV growth cooled to 35%.
Earnings · August 28, 2026

Synopsys Lifts Full-Year Revenue Outlook to $9.715 Billion

The chip-design software maker posted third-quarter revenue of $2.477 billion and non-GAAP earnings of $3.91 a share, above the high end of its prior range.
Earnings · August 27, 2026

Nvidia Third-Quarter Revenue Outlook Reaches $108 Billion

The AI chipmaker posted $96.2 billion in second-quarter sales and said it is not assuming any Data Center compute revenue from China in the new forecast.
Earnings · August 27, 2026

CrowdStrike Net New ARR Reaches Record $333 Million

The cybersecurity company lifted full-year fiscal 2027 net new ARR growth guidance to 34% at the midpoint after a 51% year-over-year acceleration.
Earnings · August 27, 2026

Agilent Lifts Full-Year Revenue Outlook to $7.51 Billion

The lab-equipment maker posted $1.88 billion in third-quarter sales and raised non-GAAP earnings guidance to $6.18 to $6.21 a share.
Earnings · August 27, 2026

Zoom Enterprise Revenue Grows 7.8% to $787.5 Million

The collaboration software company posted second-quarter revenue of $1,277.2 million, up 4.9% from a year earlier.
Earnings · August 26, 2026

Williams-Sonoma Raises Fiscal 2026 Outlook After Comp Acceleration

Comparable brand revenue rose 6.2% in the second quarter, and the company lifted its full-year comp range to 4.0% to 6.5%.
Earnings · August 26, 2026

Semtech Sales Reach Record $341.9 Million

The semiconductor maker guided third-quarter net sales of $410.0 million plus or minus $5.0 million.
Earnings · August 26, 2026

Smucker Raises Fiscal 2027 Outlook After Tariff Refunds

Adjusted earnings were $3.24 a share, including an $0.84 tariff-refund benefit, and the company lifted its full-year adjusted earnings range to $10.50–$11.00.
Earnings · August 26, 2026

nCino Revenue Growth Slowed to 8% at $161.0 Million

The agentic-banking platform posted $13.6 million of GAAP operating income and authorized another $100 million of share buybacks.
Earnings · August 26, 2026

Intuit Posts $21.4 Billion Fiscal 2026 Revenue

Fourth-quarter revenue rose 14% to $4.4 billion, a faster pace than the 10% gain in the third quarter.
Earnings · August 26, 2026

HP Raises Fiscal 2026 Outlook After Record Third-Quarter Sales

The company lifted full-year non-GAAP EPS to $3.19–$3.29 and free cash flow to $3.0–$3.2 billion after $15.7 billion of third-quarter net revenue.
Earnings · August 26, 2026

Dick's Cuts 2026 Earnings Outlook to $10.94–$11.94

The sports retailer posted $3.50 a share in the second quarter as Foot Locker comps turned negative 3.6%.
Earnings · August 26, 2026

Bath & Body Works Raises 2026 Earnings Outlook After Direct Sales Rebound

The company lifted full-year 2026 earnings guidance to $3.13 to $3.33 a share after second-quarter sales of $1.51 billion beat a prior decline forecast.
Earnings · August 26, 2026

Box Billings Growth Reaccelerates After a Slow Quarter

Second-quarter billings reached $309.5 million, up 17%, after 5% growth in the prior quarter, as remaining performance obligations rose to $1.7 billion.
Earnings · August 25, 2026

Ubiquiti Revenues Hit Record $937.3 Million

The networking infrastructure provider announced a plan to pay quarterly dividends of at least $1.00 per share in fiscal 2027.
Earnings · August 22, 2026

Ross Stores Raises Full Year Earnings Outlook To $8.77

The off-price retailer reported second quarter earnings per share of $2.66, which included a $0.60 benefit from tariff refunds.
Earnings · August 21, 2026

Buckle's Comparable-Sales Growth Cools After a Faster Quarter

Net sales rose 4.6% to $319.8 million in the 13 weeks ended Aug. 1, 2026, and comparable-store sales rose 2.1%.
Earnings · August 21, 2026

BJ's Raises Fiscal 2026 Adjusted EPS After Comp Sales Reaccelerate

Comparable club sales rose 11.9% in the second quarter, and the company lifted full-year adjusted EPS to $4.60 to $4.80.
Earnings · August 21, 2026

Wolfspeed revenue flattens as AI data center growth slows

The silicon carbide supplier reported consolidated revenue of approximately $150 million for the fourth quarter of fiscal 2026.
Earnings · August 20, 2026