The Tip Desk

Large-Caps — page 10

Zoetis Cuts Outlook as U.S. Pet-Drug Weakness Persists

The animal-health company lowered its full-year adjusted earnings forecast to $6.15 to $6.25 a share.
Earnings · August 6, 2026

Warner Bros. Discovery Profit Craters Ahead of Paramount Deal

Warner Bros. Discovery (WBD) reported net income tumbled 91% to $149 million as Studios weakness deepened even while streaming carried the quarter.
Earnings · August 6, 2026

Targa Posts Record EBITDA as Fee-Based Growth Accelerates

Second-quarter adjusted EBITDA reached $1.603 billion, up 14% sequentially.
Earnings · August 6, 2026

Keurig Dr Pepper Profit Rebounded After JDE Peet’s Acquisition

Net sales reached $7.31 billion after the April acquisition transformed the beverage maker’s business.
Earnings · August 6, 2026

Howmet Raises Outlook as Aerospace Demand Accelerates

Second-quarter revenue reached $2.547 billion, topping the high end of Howmet’s prior guidance by $137 million.
Earnings · August 6, 2026

Becton Dickinson Raises Profit Outlook as Revenue Grows

Adjusted earnings from continuing operations increased to $3.23 a share.
Earnings · August 6, 2026

Kraft Heinz Posts $6.4 Billion Operating Loss on Impairment Charge

A $7.4 billion non-cash impairment drove Kraft Heinz to a GAAP operating loss in the quarter, even as management narrowed its full-year sales-decline forecast.
Earnings · August 5, 2026

Disney Profit Growth Accelerates as Experiences Lead

Quarterly revenue rose 7% to $25.25 billion, holding its prior-quarter growth rate.
Earnings · August 5, 2026

CVS Health Raises Full-Year Profit Guidance on Health Care Gains

The healthcare giant increased its full-year 2026 adjusted EPS guidance to a range of $7.90 to $8.10.
Earnings · August 5, 2026

Cencora Raises Outlook as OneOncology Expands Margins

Fiscal third-quarter revenue rose 5.1% to $84.8 billion as specialty-drug volumes increased.
Earnings · August 5, 2026

Motorola Solutions to Buy D-Fend Solutions in $1.5 Billion Deal

The acquisition aims to integrate industry-leading counter-drone technology into Motorola's public safety and security portfolio.
Deals · August 5, 2026

AI Compute Shifts Toward Modular and Co-Located Power

Infrastructure providers are pivoting to containerized data centers and direct energy asset co-location to bypass grid bottlenecks.
Theme Survey · August 4, 2026

Rockwell Automation Raises Full-Year Outlook as Software Sales Climb

The industrial automation provider increased its fiscal 2026 diluted EPS guidance to a range of $12.72 to $13.02.
Earnings · August 4, 2026

Pfizer Swings to Loss on $4.3 Billion Impairment as Growth Slows

Pfizer posted a reported loss of $(0.04) a share in the second quarter after taking $4.3 billion in non-cash intangible impairments, even as it raised full-year revenue guidance by $500 million.
Earnings · August 4, 2026

Merck Raises Sales Outlook as Acquisition Charge Drives Loss

Quarterly sales increased to $16.607 billion as cancer-drug demand offset declining diabetes revenue.
Earnings · August 4, 2026

McDonald’s Sales Growth Slows as U.S. Traffic Turns Negative

Second-quarter revenue increased 4% to $7.10 billion as growth moderated across McDonald’s major markets.
Earnings · August 4, 2026

Idexx Raises Outlook as Margins Widen

Second-quarter revenue reached $1.217 billion as stronger profitability supported a higher full-year forecast.
Earnings · August 4, 2026

Archer-Daniels-Midland Raises Outlook as Oilseed Profit Rebounds

Revenue increased 7% to $22.68 billion as the oilseed business returned to growth.
Earnings · August 4, 2026

Cost Inflation and Pricing Power Dominate a 117-Company Week

Forty-two of the 117 companies reporting on the domestic economy this week, spanning ten industries, centered their commentary on pricing and costs.
Economy Survey · August 3, 2026

Elevated Rates and Tariff Costs Frame a Split Demand Picture

Elevated borrowing costs, tariff-driven inflation, and uneven demand dominated what 89 companies across 13 industries told investors about the economy this week.
Economy Survey · August 3, 2026

Demand Splits Across Industrials, Software and Retail This Week

Demand was this week's dominant theme across 44 companies in 12 industries, but the signal splits between industrial, software and chip firms gaining ground and housing, restaurant and consumer names absorbing a pullback.
Economy Survey · August 3, 2026

Vertex Raises Revenue Guidance as New Therapies Gain Traction

The biotechnology company raised its full-year revenue outlook to a range of $13.1 billion to $13.2 billion.
Earnings · August 3, 2026

Marriott Raises Annual Outlook as North American Demand Accelerates

Adjusted diluted earnings per share rose 20% to $3.19 in the second quarter.
Earnings · August 3, 2026

Brookfield Completes Oaktree Acquisition in $3 Billion Cash-and-Stock Deal

The acquisition broadens Brookfield’s global credit platform and brings Oaktree’s underwriting capabilities fully inside the asset manager.
Deals · August 3, 2026

Capital One Net Interest Income Rises 37% to $42.9 Billion

The credit-card-focused bank expanded its net interest margin by 96 bps to 7.84% for the full year.
Global Banks · August 2, 2026

Citigroup Investment Banking Fees Jump 20% as Full-Year Profit Climbs

Citigroup's full-year 2025 net income rose to $14.3 billion on revenue of $85.2 billion, up from $12.7 billion on $80.7 billion in 2024, as Banking and Markets carried the result.
Global Banks · August 2, 2026

Bank of America NII Rises 10% to $15.8 Billion

The largest U.S. bank by assets returned $8.4 billion to shareholders in the final period of 2025.
Global Banks · August 2, 2026

Amex Card Fee Revenue Hits 30th Straight Quarter of Double-Digit Growth

American Express said net card fee revenue climbed 14% to $117 per card in 2025, anchoring a 10% rise in total revenue to $72.2 billion.
Global Banks · August 2, 2026

MPLX Maintains Regional Gas Transmission Footprint Across New Mexico and Oklahoma

The company's midstream operations focused on interstate transmission services through its MarkWest subsidiaries during the 2024 reporting cycle.
Utility Annual Reviews · August 2, 2026

Moderna narrows quarterly loss as operating expenses decline

The biotechnology company reported a net loss of $0.8 billion for the second quarter, an improvement of $43 million over the prior year.
Earnings · July 31, 2026