The Tip Desk

Industries — page 3

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

Omega Flex Sales Rebound After Second-Quarter Decline

Third-quarter net sales were $25.70 million, up 6.0% from a year earlier, as net income fell 36.0% to $2.36 million on fitting-related costs.
Earnings · October 28, 2026

NN Third-Quarter 2026 Sales Rise 26.2%

Third-quarter sales reached $131.1 million, up 26.2%, as the company forecast 2026 net sales of $480 million to $500 million.
Earnings · October 28, 2026

NewtekOne Holds 2026 Guidance After EPS Halves

Basic and diluted EPS were $0.34 a share in the third quarter as net interest income reached $19 million and 2026 guidance of $1.70-$1.80 was maintained.
Earnings · October 28, 2026

Microsoft Cloud Growth Accelerates to 30% in September Quarter

Microsoft Cloud revenue reached $63.9 billion as Azure rose 48% and total revenue growth picked up to 19%.
Earnings · October 28, 2026

MGP Reaffirms 2026 Guidance After Third-Quarter Sales Drop

Third-quarter sales were $117.9 million as the company reaffirmed full-year sales of $480 million to $500 million and adjusted EBITDA of $90 million to $98 million.
Earnings · October 28, 2026

KREF Loan Write-Offs Widen Distributable Loss

The REIT booked a $155.9 million realized loss on loan write-offs in the third quarter, producing a distributable loss of $152.0 million, or $2.64 a share.
Earnings · October 28, 2026

John Marshall's Net Interest Margin Expansion Ends

Net interest margin fell 8 bps to 2.91% after nine straight quarters of expansion, while net income reached $7.5 million, the ninth consecutive quarterly increase.
Earnings · October 28, 2026

Hudson's Volume Streak Ends as HFC Prices Fall

Third-quarter revenue was $59.4 million as volume fell 9% and pricing dropped 17%, with net income of $2.0 million, or $0.05 a share.
Earnings · October 28, 2026

Alphabet Cloud Growth Accelerates to 103% as Revenue Hits $127.6 Billion

Google Cloud revenue reached $30.7 billion in the third quarter, faster than the 82% pace of the prior quarter, as Alphabet posted a 13th straight quarter of double-digit growth.
Earnings · October 28, 2026

GBank Net Interest Income Rebounds as Margin Recovers

Net interest income rose 6.4% to $13.6 million and the margin widened 17 bps to 3.95% as net revenue fell 7.3% to $20.3 million.
Earnings · October 28, 2026

Fortinet Lifts 2026 Revenue Outlook to 20% Growth

Third-quarter revenue reached $2.08 billion as the company raised full-year revenue guidance for a third time this year.
Earnings · October 28, 2026

Flex Raises Fiscal 2027 Outlook After Sales Accelerate

Second-quarter sales reached $8.5 billion, up 25%, as the company lifted full-year net sales to as much as $35.9 billion.
Earnings · October 28, 2026

Ford Lifts Low End of Full-Year EBIT Outlook

Third-quarter revenue was $49.5 billion and adjusted EBIT $2.7 billion as the automaker raised the floor of its full-year adjusted EBIT range to $10.5 billion.
Earnings · October 28, 2026

ClearPoint Neuro Cuts 2026 Revenue Outlook After Third-Quarter Growth

Third-quarter revenue reached $12.1 million, up 36% year over year, as the company lowered its 2026 estimate to $48.0 million–$50.0 million.
Earnings · October 28, 2026

Boston Scientific Sales Growth Slows to 1.5 Percent

Third-quarter net sales were $5.138 billion, and the company now sees fourth-quarter sales down 3.0% to 1.0% versus a year earlier.
Earnings · October 28, 2026

Princeton Bancorp Third-Quarter Profit Falls as Credit Provision Rises to $7.6 Million

Third-quarter 2026 net interest income was $20.0 million. Two commercial real estate charge-offs and a retail-consolidation asset write-down reduced net income to $1.0 million, or $0.15 a share, while net loans rose $80.0 million from the prior quarter.
Earnings · October 28, 2026

AEP Lifts Capital Plan to $100 Billion Through 2031

Third-quarter operating earnings were $2.23 a share as the utility expanded its five-year plan and raised its long-term growth outlook.
Earnings · October 28, 2026

ADP Raises Fiscal 2027 Revenue and Adjusted EPS Outlook

First-quarter revenue reached $5.5 billion as the company lifted full-year revenue growth to about 6% and adjusted diluted EPS growth to 10% to 12%.
Earnings · October 28, 2026

Western New England Reverses Credit Losses After CRE Charge-Off

Net income was $6.3 million, or $0.32 a share, as the bank booked a $971,000 credit-loss reversal after a $1.8 million June CRE participation charge-off.
Earnings · October 27, 2026

Welltower Raises 2026 Outlook After Third-Quarter FFO

Normalized FFO attributable to common stockholders was $1.67 a share, up 24.6% from a year earlier, as the company lifted full-year earnings guidance.
Earnings · October 27, 2026

S&P Global Raises 2026 Revenue Growth Outlook

Third-quarter continuing-operations revenue was $3.678 billion, up 7%, as the company lifted full-year growth guidance and opened a Capital IQ review.
Earnings · October 27, 2026

SL Green Lifts 2026 FFO Outlook After Hospitality JV Sale

The Manhattan office REIT raised full-year FFO guidance to $6.50–$6.70 a share after projecting $1.10 a share of incremental income from a 20% hospitality joint-venture interest sold in October.
Earnings · October 27, 2026

Sherwin-Williams Revises 2026 Earnings Outlook After Profit Decline

Diluted earnings were $3.38 a share in the third quarter as net income fell 1.5% to $821.0 million.
Earnings · October 27, 2026

Royal Caribbean Raises Full-Year Adjusted EPS After Third-Quarter Beat

Third-quarter Adjusted EPS was $6.57, and the company now expects full-year Adjusted EPS of $17.85 to $17.95 after a $5.6 billion revenue quarter.
Earnings · October 27, 2026

Rocky Brands Extends Double-Digit Sales Growth

Net sales reached $138.8 million in the third quarter, up 13.3% from a year earlier, as wholesale and retail both posted double-digit gains.
Earnings · October 27, 2026

Ribbon's Third-Quarter Sales Rebound Extends Into Profit

Revenue reached $219 million, up 14% from the second quarter, as GAAP operating income swung to $6 million and Adjusted EBITDA more than doubled.
Earnings · October 27, 2026

Phillips Edison Raises 2026 Guidance After NOI Growth Accelerates

Same-center NOI rose 5.3% in the third quarter, and the company lifted full-year Core FFO guidance to $2.75–$2.79 a share.
Earnings · October 27, 2026

Ohio Valley Banc Lifts Third-Quarter Profit on Loan Growth

Net income rose 8.7% to $3.295 million, or $.70 a share, as net interest income increased $1.271 million.
Earnings · October 27, 2026

Norwood Extends Record Net Interest Income Streak

Net interest income hit a record $28.0 million in the third quarter as the fully taxable-equivalent margin reached 4.01%.
Earnings · October 27, 2026

Nucor Mills Earnings Rise After Refund Fades

Net sales reached $11.25 billion in the third quarter as mills posted $1.79 billion of pre-tax earnings.
Earnings · October 27, 2026

NRC Health Restores Profit After Second-Quarter Loss

Third-quarter revenue reached $38.4 million, up 11% from a year earlier, and GAAP net income was $4.7 million, or $0.21 a share.
Earnings · October 27, 2026

Nautilus Biotechnology Posts Wider Third-Quarter Loss

The proteomics developer reported a $15.6 million net loss and $114.3 million of cash, cash equivalents and investments as it advanced a twenty-assay proteoform pipeline.
Earnings · October 27, 2026

Kilroy Realty's Leasing Volume Rebounds After a Slow Quarter

The office REIT signed about 815,000 square feet in the third quarter, lifting leased occupancy to 83.0% and widening the signed-but-uncommenced pipeline to 610 basis points.
Earnings · October 27, 2026

Johnson Controls Backlog Reaches Record $23.0 Billion

Fourth-quarter sales were $7.1 billion and organic orders rose 44% as the company initiated fiscal 2027 guidance.
Earnings · October 27, 2026

ITW Lifts 2026 Earnings Outlook After Record Operating Income

Illinois Tool Works raised full-year GAAP EPS guidance to a $11.45-to-$11.55 range after third-quarter operating income of $1.18 billion.
Earnings · October 27, 2026

Hartford Core Earnings Reverse After a Year-Over-Year Rise

Core earnings were $956 million, or $3.50 a share, down 6% from a year earlier after a 1% increase in the second quarter.
Earnings · October 27, 2026

Corning Posts Fastest Core Sales Growth Since Springboard

Core sales reached $5.08 billion, up 19%, as Optical Communications grew 44% and the company issued a fourth-quarter core sales range of $5.2 billion to $5.3 billion.
Earnings · October 27, 2026

Franklin Financial's Third-Quarter Profit Rises 59%

Net interest income reached $20.2 million as the annualized net interest margin expanded 8 bps to 3.58%.
Earnings · October 27, 2026

Centene Raises 2026 Adjusted Earnings Floor After Third-Quarter Loss

Adjusted diluted earnings were $0.58 a share as the company lifted the 2026 adjusted EPS floor to greater than $5.20.
Earnings · October 27, 2026

Cincinnati Financial Restores Third-Quarter Operating Income

Non-GAAP operating income was $443 million, or $2.86 a share, as the property casualty combined ratio improved to 90.9% from 100.8% in the second quarter.
Earnings · October 27, 2026

CF Bankshares Extends Net Interest Margin Expansion

Net interest income was $14.9 million in the third quarter as the margin reached 2.96% and net income was $6.0 million.
Earnings · October 27, 2026

Cadence Raises 2026 Growth Outlook Again

Third-quarter revenue was $1.633 billion as the company lifted full-year growth to 21% and non-GAAP EPS to $8.40.
Earnings · October 27, 2026

Blackstone Cuts Dividend as Distributable Earnings Fall

Distributable earnings were $1.7 billion, or $1.32 a share, after $63.3 billion of inflows lifted assets under management to $1.37 trillion.
Earnings · October 27, 2026

Brixmor Lifts 2026 FFO Outlook After Record Occupancy

Nareit FFO was $184.6 million, or $0.60 a share, as leased occupancy reached a record 95.6% and the company raised full-year FFO guidance to $2.36–$2.38 a share.
Earnings · October 27, 2026

American Tower Raises 2026 Property Revenue Outlook

Third-quarter property revenue reached $2,734 million as the company lifted the full-year midpoint by $55 million on Data Centers outperformance.
Earnings · October 27, 2026

Alaska Air's Unit Revenue Growth Accelerates

Operating revenue rose 14% to $4.3 billion as RASM growth picked up to 11.7% and GAAP pretax margin reached 0.4%.
Earnings · October 27, 2026

Acme United's Third-Quarter Sales Growth Accelerates

Net sales reached $58.0 million, up 18%, while net income rose 80% to $3.4 million, or $0.80 a share.
Earnings · October 27, 2026

Verizon Lifts 2026 Postpaid Adds Outlook to 1.1 Million to 1.2 Million

Third-quarter postpaid phone net additions reached 406,000, more than doubling the prior quarter, and the company raised full-year 2026 guidance for a third straight period.
Earnings · October 26, 2026

HBT Financial's Net Interest Margin Expansion Slows

The Illinois regional's net interest margin rose 3 bps to 4.35% after a 12 bps gain in the second quarter, as net interest income reached $70.3 million.
Earnings · October 26, 2026