The Tip Desk

Earnings — page 9

Trimble Raises 2026 Outlook After Record Recurring Revenue

Annualized recurring revenue reached a record $2.51 billion as the company lifted full-year revenue guidance to $3.90 billion–$3.95 billion.
Earnings · August 12, 2026

Bio-Techne Organic Sales Rebound After a Third-Quarter Drop

Fourth-quarter organic revenue rose 3% to $321.2 million as the company agreed to be bought by Merck KGaA for $73 a share.
Earnings · August 12, 2026

Sutro Reports Early STRO-004 Responses in Phase 1

The company posted $9.8 million of second-quarter revenue and $164.3 million of cash as it optimized STRO-004 between 4 and 5 mg/kg.
Earnings · August 12, 2026

Omega Flex Sales Decline Widens After Housing-Starts Drag

Second-quarter net sales were $24.06 million, 5.8% below a year earlier, and net income fell 35.6% to $2.68 million.
Earnings · August 12, 2026

M-tron's Adjusted EBITDA Growth Accelerates

Adjusted EBITDA rose 40.6% to $3.4 million in the three months ended June 30, 2026, as backlog reached $84.0 million.
Earnings · August 12, 2026

Lexeo Starts LX2006 Pivotal Trial, Wins RMAT for LX2020

Cash, cash equivalents and investments were $234.2 million as of June 30, 2026, which the company said it expects to fund operations into 2028.
Earnings · August 12, 2026

Liquidia Extends Profitability Streak on YUTREPIA Sales

Second-quarter net product sales reached $170.4 million, and cash rose to $284.2 million as the company posted a fourth straight quarter of higher profit.
Earnings · August 12, 2026

Century Therapeutics Locks In CNTY-813 IND Path After FDA Meeting

Cash, cash equivalents, and investments were $197.2 million as of June 30, 2026, with runway still estimated into the first quarter of 2029.
Earnings · August 12, 2026

Infleqtion Raises 2026 Outlook After Record Quantum Quarter

Second-quarter revenue reached a record $12.6 million, up 116% from a year earlier, and the company lifted its full-year target to about $43 million.
Earnings · August 12, 2026

Humacyte ATEV Beats Fistula in Dialysis Trial

The company plans a supplemental BLA in the second half of 2026 after women on the vessel gained 91 more catheter-free days than those on AV fistula.
Earnings · August 12, 2026

Brinker Completes Five Years of Chili’s Same-Store Growth

Fourth-quarter company sales reached $1.52 billion as Chili’s comps rose 5.6% and the board authorized $750 million of additional buybacks.
Earnings · August 12, 2026

Cypherpunk Aligns With FDA on Sirexatamab Phase 3

The privacy-technology company posted $39.4 million of second-quarter net income as its Zcash treasury reached 323,394.38 ZEC.
Earnings · August 12, 2026

Cisco's Revenue Growth Accelerates to 18% in Fourth Quarter

Fourth-quarter sales reached $17.3 billion, and the company guided first-quarter fiscal 2027 revenue to $18.0 billion to $18.2 billion.
Earnings · August 12, 2026

Coherent's Fourth-Quarter Sales Growth Accelerates

Fourth-quarter revenue reached $2.05 billion, up 33.8% from a year earlier, and the company guided first-quarter fiscal 2027 sales to $2.2 billion to $2.4 billion.
Earnings · August 12, 2026

Capstone Energy+ Gross Margin Reaches 35% on Mix Shift

Gross profit rose 16% to $8.8 million in the fiscal first quarter ended June 30, 2026, as the company swung to $1.0 million of operating income.
Earnings · August 12, 2026

Ambiq Posts Record Sales, Signals Slower Growth

Second-quarter net sales reached $33.901 million, topping Ambiq’s previous guidance ceiling by $1.901 million.
Earnings · August 12, 2026

Venture Global Profit Nearly Triples as LNG Shipments and Margins Surge

The liquefied natural gas exporter posted $1.3 billion in second-quarter net income, a 266% jump from a year earlier, and raised its full-year EBITDA guidance to as much as $9.1 billion.
Earnings · August 11, 2026

Tyson Foods Refinances Debt, Presses Ahead on Beef Overhaul

Tyson Foods raised $1 billion in new notes to retire older debt as the meat producer closes a Nebraska beef plant and works through a leadership handoff.
Earnings · August 11, 2026

Neuronetics Turns Adjusted Ebitda Positive in Second Quarter

Greenbrook clinics posted $26.9 million of revenue as the interventional mental-health company swung to a $0.3 million adjusted Ebitda profit.
Earnings · August 11, 2026

Smart Sand Raises Annual Volume Growth Forecast

Smart Sand reported record quarterly revenue of $115.1 million and raised its forecast for annual sand sales-volume growth.
Earnings · August 11, 2026

RideNow's Same-Store Growth Cools After a First-Quarter Spike

Same-store powersports revenue rose 3.0% to $291.5 million in the three months ended June 30, 2026, after a 13.1% year-over-year increase in the first quarter.
Earnings · August 11, 2026

NIQ Global Intelligence Raises 2026 Outlook as Cash Flow Inflects

Annualized Intelligence Subscription revenue surpassed $3 billion for the first time in the second quarter.
Earnings · August 11, 2026

Microvast Sequential Sales Recover After First-Quarter Drop

Second-quarter revenue was $87.3 million, with $2.7 million of IEEPA tariff refunds booked as a cut to sales.
Earnings · August 11, 2026

Middleby Raises Outlook as Organic Growth Accelerates

Adjusted earnings increased to $2.35 a share despite transaction costs and margin pressure.
Earnings · August 11, 2026

Lumentum Revenue Doubles Year-Over-Year as AI Demand Accelerates

The optical-components maker posted $1.006 billion in quarterly revenue, surpassing the high end of its own guidance, and projected another 24% sequential jump for the current quarter.
Earnings · August 11, 2026

Immunic Names Lundgren Chief Executive Officer

The late-stage biotech ended June with $155.1 million in cash after a February private placement and said ENSURE top-line data are expected by the end of 2026.
Earnings · August 11, 2026

Inhibikase Starts 43 Sites After 26-Country Trial Approvals

Cash, cash equivalents and marketable securities were $159.0 million at June 30, 2026, after a $50 million RA Capital sale in July.
Earnings · August 11, 2026

Codexis Reiterates 2026 Outlook After July Equity Raise

The enzymatic-therapeutics maker booked $14.9 million of second-quarter revenue and said proforma cash of about $80 million will fund operations through the end of 2028.
Earnings · August 11, 2026

Cardinal Health raises share buyback as annual earnings exceed guidance

The healthcare services company reported fiscal year non-GAAP diluted earnings per share of $11.26, surpassing its previous guidance range of $10.70 to $10.80.
Earnings · August 11, 2026

Berkshire Hathaway operating earnings rise to $12.98 billion

Net earnings attributable to shareholders rose to $25.67 billion in the second quarter
Earnings · August 11, 2026

Black Rock Coffee Bar Raises 2026 Opening and Ebitda Targets

The company lifted full-year 2026 adjusted EBITDA to $34 million to $35 million and store openings to 38 after a 25.0% year-over-year revenue increase.
Earnings · August 11, 2026

Aramark Raises Revenue Outlook as Client Wins Build

Third-quarter revenue reached $5.06 billion as growth broadened across the food-services provider.
Earnings · August 11, 2026

Telos Raises Full-Year Profit Outlook on Telos ID

Second-quarter revenue reached $47.7 million, up 33% from a year earlier, and the company lifted full-year Adjusted EBITDA to as much as $28.6 million.
Earnings · August 10, 2026

Target Hospitality Raises Full-Year Outlook as Revenue Climbs 39%

The company increased its full-year revenue guidance by 11% to a range of $410 million to $420 million.
Earnings · August 10, 2026

Simon Property Group Raises Full-Year Outlook on NOI Growth

The real estate investment trust increased its full-year Real Estate FFO per share guidance midpoint by $0.08.
Earnings · August 10, 2026

Outdoor Holding Extends Revenue Growth as Profitability Widens

Net revenues rose 22.1% to $14.5 million in the fiscal first quarter ended June 30, 2026, and Adjusted EBITDA more than doubled to $7.9 million.
Earnings · August 10, 2026

PennantPark’s Net Asset Value Decline Slows

Net asset value fell 2.5% in the June quarter, while investment earnings remained below the company’s combined base and supplemental distributions.
Earnings · August 10, 2026

Palisade Bio Clears IND and Starts Phase 2 Ulcerative Colitis Trial

Cash and cash equivalents stood at $125.2 million as of June 30, 2026, which the company said is sufficient through Phase 2 readouts expected in the second half of 2027 and early 2028.
Earnings · August 10, 2026

Oruka Therapeutics Doubles Cash to $1.1 Billion, Accelerates Key Trial Readouts

The biotech's $700 million April offering swelled its balance sheet and pushed EVERLAST-B data a quarter ahead of schedule.
Earnings · August 10, 2026

National Energy Services Reunited Posts Record Quarter as Margins Expand

National Energy Services Reunited (NESR) reported revenue of $520.8 million in the second quarter, up 59.1% from a year earlier and up 28.7% from the first quarter.
Earnings · August 10, 2026

James River Cuts Specialty Admitted Premiums to Chase E&S

Gross written premium fell 29% to $268.9 million as Specialty Admitted collapsed 76% and group retention rose to 55%.
Earnings · August 10, 2026

GoPro Board Authorizes Sale Process as Revenue Falls

Second-quarter revenue was $105 million, down 31% from a year earlier, as hardware sales and retail demand continued to contract.
Earnings · August 10, 2026

Greystone Housing Impact Investors Posts a Net Loss

Cash available for distribution was $2.43 million, or $0.10 a BUC, as the partnership booked a $1.52 million net loss.
Earnings · August 10, 2026

FutureFuel Returns to Profit With Hedging Benefit

FutureFuel reported second-quarter net income of $11.4 million, reversing losses as biofuel production recovered and hedge-related timing benefits lifted gross profit.
Earnings · August 10, 2026

Ferguson Raises Outlook as U.S. Sales Accelerate

Reported earnings rose 6.9% to $3.43 a share as share count declined.
Earnings · August 10, 2026

Energy Services of America Raises Dividend After Profit Jump

Net income reached $3.3 million, or $0.18 a share, and the quarterly dividend rose 33% to $0.04 a share.
Earnings · August 10, 2026

Ceco Raises Outlook as Thermon Deal Accelerates Growth

Second-quarter revenue climbed 54% to $285.0 million as the Thermon acquisition entered the results.
Earnings · August 10, 2026

Crescent BDC NAV Falls Again After Fee Cuts

Net investment income was $0.36 a share in the quarter ended June 30, 2026, and NAV per share was $17.82.
Earnings · August 10, 2026

Perspective Targets Year-End Phase 3 Start for VMT-α-NET

Cash, cash equivalents, and short-term investments were about $237 million as of June 30, 2026, a level the company said should fund planned clinical milestones into late 2027.
Earnings · August 10, 2026

AirSculpt Cuts 2026 Adjusted EBITDA Outlook

Adjusted EBITDA was $4.9 million in the second quarter as same-center sales stayed stable and the company lowered its profit range to about $12 million to $14 million.
Earnings · August 10, 2026