The Tip Desk

Large-Caps — page 11

Eaton Raises Outlook as Second-Quarter Sales Climb 21%

Organic growth reached 14% as demand strengthened across Eaton’s electrical businesses.
Earnings · July 31, 2026

Dominion Reaffirms 2026 Outlook After Virginia Rate Lift

Operating earnings were $0.79 a share in the second quarter, with Virginia contributing $0.76 a share after biennial-review and equity-return riders.
Earnings · July 31, 2026

Chevron Earnings Climb to $12.1 Billion on Production Growth

The energy giant reported a quarterly profit of $12.1 billion, up from $2.49 billion a year earlier.
Earnings · July 31, 2026

Yum Revenue Rises 12% as Taco Bell Offsets Pizza Hut

The restaurant operator opened 1,053 locations as worldwide unit count increased 5%.
Earnings · July 30, 2026

Xcel Profit Climbs as Energy Costs Fall

Operating margin widened to about 22.6% even as quarterly revenue declined.
Earnings · July 30, 2026

Ventas Lifts 2026 Guidance as Senior Housing Investment Pace Doubles

Ventas raised its full-year investment target to $4.5 billion, a $1.5 billion increase that marks the largest single guidance raise in a string of upward revisions this year.
Earnings · July 30, 2026

Regeneron reports second-quarter revenue growth to $4.3 billion

The biotechnology company lowered its full-year GAAP gross margin guidance to a range of 77%–78% following a production interruption in Ireland.
Earnings · July 30, 2026

Altria Narrows EPS Guidance Up as Growth Slows, Buybacks Ease

Altria Group's adjusted profit growth cooled to 2.8% in the quarter even as the tobacco giant raised the floor on its full-year earnings forecast.
Earnings · July 30, 2026

KKR's Fee Related Earnings Jump 37% as Fundraising Hits Record $34 Billion

KKR (KKR) grew fee related earnings 37% year over year to $1.2 billion in the second quarter as new capital raised hit a record $34 billion and assets under management climbed to $796 billion.
Earnings · July 30, 2026

Ingersoll Rand Lifts 2026 Revenue Growth Outlook

The flow-creation maker now sees full-year revenue growth of 4.5% to 6.5% after second-quarter sales of $2,049 million.
Earnings · July 30, 2026

Exelon Beats on EPS as ComEd Rebounds, PECO and PHI Soften

Exelon posted adjusted operating earnings of $0.43 a share in the second quarter, up from $0.39 a year earlier, as gains at ComEd and BGE offset declines at PECO and PHI.
Earnings · July 30, 2026

Enterprise Products Posts Record Profit, Raises Spending Plan

Second-quarter revenue rose 61% to $18.27 billion as pipeline and marine-terminal volumes reached records.
Earnings · July 30, 2026

Air Products Raises Annual Forecast Despite Project Exit Charges

The industrial gas maker raised its full-year adjusted earnings per share guidance to a range of $13.39 to $13.49
Earnings · July 30, 2026

American Electric Power Raises Outlook as Contracted Load Expands

Second-quarter revenue rose 7.0% to $5.445 billion as the utility added contracted demand.
Earnings · July 30, 2026

ICE to Buy MarketAxess in $5.7 Billion All-Cash Deal

Intercontinental Exchange said the acquisition would knit its retail bond and data franchise together with MarketAxess's institutional trading network to form a single fixed income marketplace.
Deals · July 30, 2026

Broadband losses deepen at major US providers

Charter, Comcast and Liberty Global all report accelerating declines in fixed-line subscribers and revenue.
Filing Trends · July 30, 2026

Waste Management Margins Widen as Revenue Growth Cools

Waste Management posted adjusted operating EBITDA margin of 30.9% in the second quarter, even as revenue growth slowed to 4.0%.
Earnings · July 29, 2026

Vulcan Materials' Cost Inflation Erases Pricing Gains as Margins Slip

Vulcan Materials reported second-quarter Adjusted EBITDA of $654 million, down 1% from a year earlier as freight and diesel costs outpaced pricing gains.
Earnings · July 29, 2026

UPS Adjusted Profit Grows 12% as Guidance Rises Despite EPS Hit

United Parcel Service raised its full-year revenue outlook to roughly $91.2 billion after quarterly revenue climbed 7.6% even as a $891 million restructuring charge cut GAAP earnings per share in half.
Earnings · July 29, 2026

S&P Global Lifts Profit as Ratings, Indices Drive Growth

Adjusted earnings rose 23% to $4.83 a share as margins widened.
Earnings · July 29, 2026

Sherwin-Williams Raises 2026 Earnings Outlook After Faster Growth

Second-quarter net sales rose 7.5% to $6.79 billion, faster than the first quarter, and the company lifted full-year diluted earnings guidance to as much as $11.32 a share.
Earnings · July 29, 2026

PayPal Revenue Growth Reaccelerates as Cash Flow Rebounds

PayPal reported second-quarter net revenue of $8.68 billion, up 5% from a year earlier and a sequential acceleration after a decline in the first quarter.
Earnings · July 29, 2026

P&G Growth Stalls to Flat as Margins and Profit Slide

Procter & Gamble's organic sales growth fell to 0% in its fiscal fourth quarter, erasing a third-quarter acceleration and dragging Core EPS down 3% to $1.43.
Earnings · July 29, 2026

O'Reilly Raises 2026 Comparable-Sales Outlook

Comparable store sales rose 6.0% in the second quarter, and the company lifted full-year comparable-store-sales guidance to 4% to 6%.
Earnings · July 29, 2026

L3Harris Cash Flow Swings Positive as Guidance Rises Again

L3Harris Technologies posted $879 million in operating cash flow in the second quarter, a reversal from a $95 million shortfall three months earlier.
Earnings · July 29, 2026

Illinois Tool Works Raises Outlook as Organic Growth Accelerates

Operating income reached a company-record $1.147 billion as margins widened.
Earnings · July 29, 2026

Corning's Optical and AI Bets Push Ninth Straight Growth Quarter

Corning posted 17% core sales growth to $4.74 billion in the second quarter, its ninth consecutive quarter of year-over-year gains, while naming Amazon and NVIDIA as new optical-networking partners.
Earnings · July 29, 2026

General Dynamics earnings rise as aerospace deliveries climb

The aerospace and defense company reported diluted earnings per share of $4.24 for the second quarter.
Earnings · July 29, 2026

Flex Posts Fastest Revenue Growth in a Year, Raises Guidance Again

Flex reported net sales of $7.9 billion, up 21% year over year, marking its fastest growth pace in four quarters even as free cash flow fell to $41 million.
Earnings · July 29, 2026

Ford Raises Full-Year Profit Outlook Despite Revenue Decline

The automaker raised its full-year adjusted EBIT guidance to as high as $11.0 billion.
Earnings · July 29, 2026