The Tip Desk

Earnings — page 7

Ovintiv Raises Payout Target as Debt Falls After Anadarko Sale

Ovintiv (OVV) cut its net debt to $2.995 billion in the quarter, less than half the year-end 2025 level, after closing its $2.82 billion Anadarko divestiture.
Earnings · July 24, 2026

NextEra Energy raises growth targets following Dominion Energy merger proposal

Consolidated GAAP net income rose to $3.144 billion in the second quarter
Earnings · July 24, 2026

Modine Posts Fourth Straight Record Quarter, Lifts FY2027 Outlook

Modine Manufacturing's adjusted EBITDA climbed 40% to a record $146.1 million as its data-center cooling business kept reshaping the company ahead of a planned spin-off.
Earnings · July 24, 2026

HomeTrust's Margin Keeps Climbing as Credit Costs Jump

HomeTrust Bancshares (HTB) pushed its net interest margin to 4.41% in the June quarter even as a swing in off-balance-sheet exposure drove provision expense up 149% and return on assets slipped to 1.46%.
Earnings · July 24, 2026

Greene County Bancorp's Margin Widens to 2.86% as Loans Outrun Deposits

Net interest margin expanded 49 basis points to 2.86% at Greene County Bancorp, powering a third straight quarter of record net income even as deposit growth slowed to 2.8%.
Earnings · July 24, 2026

Flagstar Ends Margin Expansion as Commercial Loans Grow

Net interest margin slipped 2 bps to 2.13% as lower asset yields outweighed cheaper funding.
Earnings · July 24, 2026

Equity Lifestyle Raises Guidance as Pricing Offsets Occupancy Slip

Equity Lifestyle Properties posted normalized funds from operations of $0.74 a share in the second quarter, up 7.7% from a year earlier and above the midpoint of its prior guidance range.
Earnings · July 24, 2026

Community West Profit Slides as USB Merger Costs Bite

Community West Bancshares closed its merger with United Security Bancshares and pushed assets past $5 billion, but net income fell to $2.70 million from $11.49 million a quarter earlier.
Earnings · July 24, 2026

Customers Bancorp's Margin Bottoms as Reserve Cushion Thins

Customers Bancorp (CUBI) grew net interest income to $193.4 million in the second quarter even as its net interest margin fell to a 3.17% trough and reserve coverage of nonperforming loans slid to 293% from 337%.
Earnings · July 24, 2026

Booz Allen EPS Rises 22% as Book-to-Bill Ratio Improves

The consulting firm reported adjusted diluted earnings per share of $1.81 for the first quarter of fiscal 2027.
Earnings · July 24, 2026

ACNB's Margin Streak Hits 4.56% as Bank Steps Up Payouts

ACNB Corporation (ACNB) posted a fourth straight quarter of net interest margin expansion, reaching 4.56% in the second quarter, even as it paid out a $0.50 special dividend and pushed regular dividends up 10.5%.
Earnings · July 24, 2026

Wyndham Raises Guidance Despite Franchisee Insolvency Hit

Wyndham Hotels & Resorts posted a 9% rise in adjusted EBITDA to $212 million even as it stripped out revenue tied to a collapsed European franchisee and raised its full-year outlook.
Earnings · July 23, 2026

Waste Connections Raises Outlook as Pricing Offsets Falling Volumes

Waste Connections (WCN) lifted its full-year revenue guidance to $10.02 billion-$10.05 billion after second-quarter revenue rose 6.4% to $2.562 billion, even as unit volumes fell for a second straight quarter.
Earnings · July 23, 2026

Thermo Fisher Accelerates Revenue Growth as Demand Strengthens

Organic revenue growth reached 5%, up from 1% in the prior quarter.
Earnings · July 23, 2026

Gentherm Posts Record Revenue as Margins and Cash Flow Slip

Gentherm reported record quarterly revenue of $416 million even as gross margin and operating cash flow both weakened from a year earlier.
Earnings · July 23, 2026

RTX Raises Full-Year Outlook Again as Backlog Tops $289 Billion

RTX (RTX) posted second-quarter sales of $24.7 billion, up 14% from a year earlier, and raised its full-year profit and revenue guidance for the second straight quarter.
Earnings · July 23, 2026

Roper Raises Outlook as Revenue Growth Slows

Adjusted earnings reached $5.38 a share, topping the prior forecast by eight cents.
Earnings · July 23, 2026

QCR Holdings' LIHTC Pipeline Drives Fee Income as Balance Sheet Shrinks

QCR Holdings (QCRH) generated $26.1 million in capital markets revenue for the first half of 2026 even as total loans held near $7.0 billion following planned runoff and a wave of LIHTC securitizations.
Earnings · July 23, 2026

PG&E Lifts Profit as Lower Costs Widen Margins

Core earnings increased 36% to $920 million as operating expenses declined.
Earnings · July 23, 2026

Orrstown's Margin Slips on Sub-Debt Charge as Deposit Costs Ease

Orrstown Financial Services (ORRF) reported net interest margin compressed to 3.87% in the second quarter, though the decline was driven largely by a $1.6 million accelerated charge tied to redeeming high-cost subordinated debt.
Earnings · July 23, 2026

Old National's Margin Pressure Eases as Loan Growth Reaccelerates

Old National Bancorp (ONB) held net interest margin nearly flat at 3.54% in the second quarter while period-end loans grew 8.3% annualized to $50.8 billion.
Earnings · July 23, 2026

Mobileye Founder Shashua to Step Down as CEO

Amnon Shashua will exit the chief executive role after 27 years at the helm of Mobileye Global (MBLY), the company said, capping a quarter in which revenue swung from a 9% decline to 27% growth.
Earnings · July 23, 2026

Honeywell Raises Full-Year Outlook Following Aerospace Spin-Off

The industrial conglomerate raised its full-year adjusted earnings per share guidance to a range of $8.05 to $8.35.
Earnings · July 23, 2026

Huntington Grows Loans as Deposit Costs Pinch Margin

Net interest income rose 9% QoQ to $2.052 billion as loan growth outweighed modestly higher funding costs.
Earnings · July 23, 2026

Fulton Financial's Margin Holds Up as Blue Foundry Deal Closes

Fulton Financial (FULT) grew net interest income to $284.3 million in the second quarter as the Blue Foundry Bancorp acquisition padded loan and deposit totals while organic commercial lending kept softening.
Earnings · July 23, 2026

Freeport Profit Rises 27% as Copper Prices Offset Indonesia Slump

Freeport-McMoRan posted net income of $984 million even as copper sales volumes fell 30% during the phased restart of its Grasberg Block Cave mine.
Earnings · July 23, 2026

First Citizens' Margin Stabilizes as Reserve Release Lifts ROA to 1.15%

First Citizens Bancshares (FCNCA) posted its first sequential net interest income gain in three quarters, with net interest margin edging up 1bp to 3.10% after back-to-back quarters of compression.
Earnings · July 23, 2026

FirstCash Profit Jumps 58% as Pawn Margins Hit Record

FirstCash Holdings posted second-quarter diluted earnings of $2.12 a share, up 58% from a year earlier, as pawn receivables climbed 63% and U.S. margins reached a record 26%.
Earnings · July 23, 2026

First Bancorp's NIM Hits 4.87% as Deposit Mix Shifts Wholesale

First Bancorp's net interest margin expanded 12 basis points to 4.87% in the second quarter, its fifth straight quarterly gain, even as core deposit growth stalled and government and brokered funding filled the gap.
Earnings · July 23, 2026

Dover Raises Full-Year Outlook as Organic Growth Accelerates

The diversified manufacturer raised its full-year adjusted earnings guidance to a range of $10.55 to $10.75 a share.
Earnings · July 23, 2026

Digital Realty Raises Guidance Twice as Backlog Hits Record $1.9 Billion

Digital Realty Trust posted second-quarter revenue of $1,924.0 million, up 29% from a year earlier, as record bookings backlog and accelerating rent spreads pushed the data-center landlord to raise full-year guidance for the second straight quarter.
Earnings · July 23, 2026

Cleveland-Cliffs Swings to Positive Cash Flow as Margins Rebound

Cleveland-Cliffs (CLF) tripled Adjusted EBITDA to $286 million in the second quarter and guided for it to more than double again in the third.
Earnings · July 23, 2026

Charter Launches $3.5 Billion Notes Exchange, Adds Cox Disclosure

Charter Communications offered to swap up to $3.5 billion of legacy CCO and TWC notes for new secured debt, a filing that also folded in audited financials for Cox Communications.
Earnings · July 23, 2026

Blackstone's Fee Earnings Jump 22% as Perpetual Capital Expands

Blackstone (BX) reported fee related earnings of $1.8 billion, up 22% year over year, as perpetual capital vehicles grew to 48% of fee-earning assets and the firm raised its quarterly dividend 11% to $1.29 a share.
Earnings · July 23, 2026

ARMOUR Residential Swings to Profit as Rate Hedges Pay Off

ARMOUR Residential REIT (ARR) posted $111.5 million in net income to common stockholders, reversing a $58.0 million loss the prior quarter as swap gains offset a widening equity base.
Earnings · July 23, 2026

American Airlines Posts Record Revenue, Profit Squeezed by Fuel

American Airlines Group swung back to a $71 million profit on record second-quarter revenue of $16.7 billion, even as fuel costs erased half of the airline's fare gains.
Earnings · July 23, 2026

Wabtec Raises Outlook as Sales Growth Accelerates

Operating cash flow more than doubled to $441 million as conversion reached 82%.
Earnings · July 22, 2026

Texas Instruments Posts Fourth Straight Quarter of Margin Growth

Texas Instruments (TXN) reported second-quarter revenue of $5.46 billion, up 23% from a year earlier, as operating margin expanded to 42.3% and guidance for the current quarter topped analysts' expectations for sequential growth.
Earnings · July 22, 2026

TE Connectivity's Organic Growth Reaccelerates as Industrial Overtakes Autos

TE Connectivity posted record adjusted earnings of $2.94 a share, even as operating-margin gains and free cash flow both cooled from prior quarters.
Earnings · July 22, 2026

AT&T Expands Profit as Connectivity Growth Accelerates

Free cash flow rebounded to $4.7 billion, nearly doubling from the first quarter.
Earnings · July 22, 2026

Southern Copper Posts Record Profit as Metal Prices Climb

Adjusted EBITDA reached $2.856 billion as the margin widened to 66.6%.
Earnings · July 22, 2026

RenaissanceRe Profit Rebounds on Book Value Surge, Premiums Shrink

RenaissanceRe's net income jumped to $654.2 million from $284.5 million a quarter earlier, even as gross premiums written fell 12.5% and its casualty book turned unprofitable.
Earnings · July 22, 2026

Repligen to Buy BioLife Solutions for $1.5 Billion as Growth Cools

Repligen paired preliminary second-quarter revenue growth of about 12%, decelerating for a second straight quarter, with a definitive agreement to acquire BioLife Solutions for roughly $1.5 billion.
Earnings · July 22, 2026

Philip Morris Posts Record Revenue as Pricing Lifts Growth

Adjusted operating margin widened 0.7 percentage point to 42.6% in the second quarter.
Earnings · July 22, 2026

Norwood's Margin Widens to 3.90% as Credit Costs Emerge

Norwood Financial (NWFL) posted a record $26.8 million in net interest income in the second quarter as its margin expanded to 3.90%, even as nonperforming loans jumped to 1.23% of loans on a single bankruptcy-linked charge-off.
Earnings · July 22, 2026

Northern Trust Raises Dividend as Net Interest Income Climbs

The custody-and-asset-management franchise reported a 1.81% net interest margin and a 10% increase to its quarterly dividend.
Earnings · July 22, 2026

Moody's Revenue Accelerates as Transactional Volume Gains Momentum

The financial services provider reported second-quarter revenue of $2.2 billion, a 15% increase from the prior year.
Earnings · July 22, 2026

Kinder Morgan Profit Growth Cools as Backlog Shrinks

Kinder Morgan posted second-quarter net income of $867 million, up 21% from a year earlier but down from $976 million in the first quarter as growth decelerated across key metrics.
Earnings · July 22, 2026

Globe Life Growth Cools Across Divisions Even as Profit Rises

Globe Life posted a 20% jump in diluted earnings per share to $3.65, but slowing health sales and a thinner underwriting margin at its largest division signaled the deceleration beneath the headline number.
Earnings · July 22, 2026

GE Vernova Raises Cash-Flow Guidance as Power Backlog Swells

GE Vernova posted 88% organic order growth and lifted its 2026 free-cash-flow target to $11.5-$12.5 billion, nearly double the range it set at the start of the year.
Earnings · July 22, 2026