The Tip Desk

Industries — page 2

Alliant Narrows 2026 Outlook, Issues 2027 Guidance and Capex

Third-quarter GAAP earnings were $1.52 a share, and 2027 ongoing EPS guidance is $3.63 to $3.73, with a $2.25 dividend target.
Earnings · October 30, 2026

Kenvue Organic Sales Growth Accelerates to 2.9%

Net sales rose 3.2% to $3,886 million in the fiscal third quarter, with diluted earnings of $0.22 a share.
Earnings · October 30, 2026

General Dynamics Backlog Jumps to $220 Billion

Third-quarter revenue reached $14.6 billion as year-over-year growth accelerated to 12.9% and diluted earnings rose 15.7% to $4.49 a share.
Earnings · October 30, 2026

Federal Realty Raises 2026 Core FFO Outlook After Leasing

The retail REIT lifted full-year Core FFO guidance to $7.54–$7.58 a share after Nareit and Core FFO of $1.87 a share in the third quarter.
Earnings · October 30, 2026

Exelon Narrows 2026 Earnings Range After Third-Quarter Beat

Adjusted operating earnings were $0.87 a share, and the utility narrowed full-year guidance to $2.85-$2.91 a share.
Earnings · October 30, 2026

Dominion Energy Sees Top Half of Unchanged 2026 Range

Third-quarter operating earnings were $1.28 a share, and the company now expects the top half of its $3.45 to $3.69 range.
Earnings · October 30, 2026

Chevron U.S. Refineries Hit Record Crude Throughput

U.S. refinery crude unit inputs reached a record 1.09 million barrels a day as third-quarter earnings were $9.9 billion, or $5.06 a share.
Earnings · October 30, 2026

Church & Dwight Raises 2026 Sales Outlook After Third-Quarter Beat

Organic sales rose 5.1% as net sales reached $1,602 million, and the company lifted full-year sales to about 0.5% growth.
Earnings · October 30, 2026

DoorDash to Buy Instacart in $17 Billion Mixed Deal

DoorDash said combined scale and complementary technologies would support a multi-year path to $500 million or more of annual synergies, net of investments.
Deals · October 30, 2026

Churchill Capital Corp XI to Combine With Agility Robotics

The SPAC and humanoid-robotics maker said the combination is expected to create the only U.S. publicly listed pure-play humanoid company with proven, active commercial deployments.
Deals · October 30, 2026

Energy Sector: Pipeline Enters Service, LNG Starts Production

Energy companies reported gas infrastructure milestones and higher throughput, alongside uneven production trends and explicit geopolitical warnings.
Theme Survey · October 29, 2026

Xcel Narrows 2026 Guidance After Third-Quarter Earnings

Diluted GAAP and ongoing earnings were $1.52 a share, and the company set 2027 ongoing earnings guidance of $4.48 to $4.62.
Earnings · October 29, 2026

Virginia National's Net Interest Margin Widens Further

Net interest income rose 11.2% to $14.5 million as the fully tax-equivalent margin reached 3.73% and net income was $6.6 million, or $1.20 a share.
Earnings · October 29, 2026

Starz Restores Cash Generation After a Restructuring Quarter

Unlevered free cash flow was $18.8 million in the third quarter, and the company reiterated 2026 targets including $100 million to $120 million of unlevered free cash flow.
Earnings · October 29, 2026

Strattec's Adjusted EBITDA Margin Rebounds to 9.2%

Net sales were $147.2 million in the first quarter ended September 27, 2026, as the company posted $10.8 million of operating cash flow and $111.8 million of cash with no debt.
Earnings · October 29, 2026

Rimini Street Reiterates Rule of 20 After Third-Quarter Beat

Revenue reached $112.1 million, up 8.3% from a year earlier, as adjusted EBITDA rose 52.0% to $15.1 million.
Earnings · October 29, 2026

Rhinebeck's Net Interest Income Growth Accelerates

Net interest income rose 8.1% to $13.0 million in the third quarter as the July conversion lifted equity to $220.8 million.
Earnings · October 29, 2026

Pagaya Lifts 2026 Net Income Outlook After Record Quarter

GAAP net income attributable to Pagaya shareholders reached a record $50 million in the third quarter, and the company raised its full-year 2026 GAAP net income range to $162 million–$182 million.
Earnings · October 29, 2026

Pro-Dex Sales Growth Slows After June Quarter

Net sales rose 11% to $20.6 million in the fiscal 2027 first quarter as next-generation handpiece shipments to its largest customer more than offset a drop in legacy repairs.
Earnings · October 29, 2026

Ranpak's Third-Quarter Revenue Growth Cools After a Strong Second Quarter

Net revenue rose 2.3% to $101.9 million as automation equipment sales, wrapping and paper price-or-mix contributed to growth while paper-consumable volume fell 2.5%.
Earnings · October 29, 2026

Medallion's Credit Provision Jumps as Originations Cool

Net income attributable to stockholders fell to $2.4 million, or $0.10 a share, as the credit loss provision rose to $30.8 million.
Earnings · October 29, 2026

Mastercard Volume Growth Cools as Revenue Holds 14%

Third-quarter net revenue reached $9.8 billion, up 14% as reported and currency-neutral, while gross dollar volume rose 7% in local currency.
Earnings · October 29, 2026

LiveWire Withdraws 2026 Loss Guidance After Restructuring Committee

Third-quarter revenue rose 38% to $7.9 million as the company formed a special restructuring committee and dropped its $70 million to $80 million full-year operating-loss outlook.
Earnings · October 29, 2026

Cheniere Completes Corpus Christi Stage 3 and Lifts 2026 Outlook

Third-quarter revenue reached $6.17 billion and full-year Adjusted EBITDA guidance moved to $8.75 billion–$9.25 billion.
Earnings · October 29, 2026

Lilly Raises 2026 Revenue Outlook After Third-Quarter Sales

The company lifted the midpoint of 2026 revenue guidance by $5.5 billion to $91.0 billion to $92.0 billion after third-quarter sales of $24.4 billion.
Earnings · October 29, 2026

L3Harris Lifts 2026 Earnings Outlook After Record Backlog

Orders of $19.3 billion lifted backlog to a record $53.2 billion and the company raised its GAAP EPS range to $12.25–$12.35.
Earnings · October 29, 2026

Isabella Bank Extends Margin Expansion to Record Profit

Net interest margin reached 3.71% in the third quarter as net income hit a record $6.6 million, or $0.86 a share.
Earnings · October 29, 2026

First Internet's Fourth-Quarter Earnings Outlook Reaches $1.07

Third-quarter revenue hit a record $43.9 million and FTE net interest margin expanded 8 bps to 2.55%.
Earnings · October 29, 2026

Immuneering Extends Pancreatic Phase 2 Follow-Up

Cash, cash equivalents and marketable securities were $166.1 million at September 30, 2026, and the company now expects a runway into the fourth quarter of 2028.
Earnings · October 29, 2026

Escalade Sales Slip as Third-Quarter Profit Rises

Net sales fell 3.2% to $65.6 million while net income rose to $6.7 million, or $0.48 a share, after a 123-basis-point gross-margin expansion.
Earnings · October 29, 2026

EMCOR Raises 2026 Outlook After Growth Acceleration

Third-quarter revenue reached a record $5.54 billion, up 28.8% from a year earlier, as remaining performance obligations hit $18.57 billion.
Earnings · October 29, 2026

Civeo Lifts 2026 Outlook After Canadian Lodge Occupancy

Third-quarter revenue reached $193.1 million, up 13% from a year earlier, as the hospitality provider raised full-year revenue guidance to $710 million to $720 million.
Earnings · October 29, 2026

Caterpillar Profit Margin Widens as Sales Growth Cools

Third-quarter sales and revenues were $20.7 billion, up 17% from a year earlier, after 24% growth in the second quarter.
Earnings · October 29, 2026

Bristol Myers Lifts 2026 Revenue Outlook After Third-Quarter Gain

The pharmaceutical company raised its 2026 revenue range to $49.75 billion to $50.25 billion after third-quarter sales of $13.1 billion and a $1.6 billion acquired-IPRD charge.
Earnings · October 29, 2026

BCB Bancorp Posts $132.5 Million Loss After Credit Overhaul

A $115.0 million credit-loss provision and a $59.9 million deferred-tax valuation allowance produced a $6.92-a-share loss as the bank sold $204.3 million of problem loans.
Earnings · October 29, 2026

Atomera Narrows Loss and Adds Third GAA Customer

The semiconductor materials licensor posted a $6.0 million net loss, or $0.15 a share, in the third quarter ended Sept. 30, 2026, and recorded no revenue.
Earnings · October 29, 2026

Asure Raises 2026 Outlook After Slowdown in Sales Growth

Third-quarter revenue was $40.0 million, up 10% from a year earlier, as the HCM software maker swung to $0.5 million of operating income.
Earnings · October 29, 2026

Francisco Partners Completes $650 Million Weave Take-Private

The all-cash purchase prices the healthcare-communications company at $7.40 a share and positions Weave to accelerate investment in its AI-powered platform.
Deals · October 29, 2026

Integer Stockholders Approve KKR Take-Private Merger

KKR affiliates will take the medical-device maker private after a Goldman-led process that drew 17 financial sponsors and three strategics.
Deals · October 29, 2026

Grant Thornton to Buy CBIZ in $5.0 Billion Cash Deal

The accounting firm agreed to pay $55.00 a share for the middle-market professional-services advisor, with a close expected in the fourth quarter of 2026.
Deals · October 29, 2026

DoorDash to Buy Instacart in $17 Billion Mixed Deal

The food-delivery platform agreed to a mixed consideration transaction to acquire the grocery marketplace.
Deals · October 29, 2026

DoorDash to Buy Instacart in $17 Billion Mixed Deal

The local commerce platform will pay $65.00 a share, a 26% premium to Instacart’s Oct. 22 close, to fold grocery fulfillment into its delivery network.
Deals · October 29, 2026

CPE to Buy 81% of A. O. Smith China Unit

The water-technology maker will sell an 81% interest in its China business, retaining a 19% stake and a long-term brand license as it concentrates on higher-return opportunities.
Deals · October 29, 2026

Thrive Holdings to Buy ADT in $15.3 Billion Transaction

The security-services company would pair ADT’s more than 150 years of security experience with Thrive’s long-term capital and engineering.
Deals · October 29, 2026

Vanda Updates 2026 Revenue Outlook After Third-Quarter Sales

Third-quarter net product sales reached $69.8 million, up 24% from a year earlier, as the company updated its full-year 2026 outlook to greater than $240 million.
Earnings · October 28, 2026

Spok Reiterates 2026 Outlook After License Sale

Third-quarter net income was $9.7 million, including a gain on narrowband licenses, as cash reached $30.1 million.
Earnings · October 28, 2026

Seacor Marine Direct Vessel Profit Rebounds After Fleet Sales

Direct vessel profit reached $18.9 million in the third quarter as utilization and day rates rose, even as the company reported a $9.5 million net loss.
Earnings · October 28, 2026

Regional Management Rebounds From Second-Quarter Earnings Drop

The consumer lender posted record revenue of $178.8 million and net income of $15.1 million, or $1.61 a share, as bank-partnership fees and a lower credit-loss rate lifted the quarter.
Earnings · October 28, 2026

One Stop Systems Raises 2026 Growth Outlook to About 40%

Third-quarter revenue from continuing operations was $12.6 million, up 35.9% from a year earlier, as the company lifted full-year growth guidance from 25% to 30%.
Earnings · October 28, 2026

Orion Reverses Second-Quarter Loss With $5.5 Million Profit

Third-quarter revenue reached $256.2 million as year-over-year growth accelerated to 14% and the company reiterated 2026 guidance.
Earnings · October 28, 2026