The Tip Desk

Large-Caps — page 12

Old Dominion halts revenue slide as pricing holds

The less-than-truckload carrier posted a 2.9% year-over-year revenue decline, its smallest in five quarters.
Earnings · June 3, 2026

Johnson Controls Raises Guidance as Backlog Hits Record High

The building technology company reported second-quarter adjusted earnings per share of $1.19, a 45% increase year-over-year.
Earnings · June 3, 2026

Johnson Controls lifts profit forecast on backlog surge

The building-technology supplier raised its full-year adjusted EPS guidance to $4.65 a share.
Earnings · June 3, 2026

Fifth Third Projects 19% ROTCE Following Comerica Merger

The bank expects the acquisition to drive a 200-basis-point improvement in its efficiency ratio to the low-to-mid 50s by 2027.
Earnings · June 3, 2026

Five Below, Medtronic Lead June 3 Earnings Wave

Discount retailers and healthcare tech report strong growth as AI infrastructure investments scale.
Earnings Digest · June 3, 2026

CrowdStrike posts record cash flow as growth reaccelerates

The cybersecurity firm raised its net new ARR growth guidance by 520 basis points at the midpoint.
Earnings · June 3, 2026

CrowdStrike Lifts Outlook as Revenue Growth Accelerates for Fifth Straight Quarter

The cybersecurity company swung to a GAAP profit of $27.8 million as subscription revenue hit $1.32 billion, up 26% from a year earlier.
Earnings · June 3, 2026

Arch Capital Profit Nearly Doubles as Catastrophe Losses Recede

The insurer's net income surged 84% to $1.0 billion in the first quarter, powered by a sharp drop in catastrophe claims.
Earnings · June 3, 2026

Arch Capital posts 84% jump in net income

The insurer reported annualized net income return on equity of 17.8%, up from 11.1% a year earlier.
Earnings · June 3, 2026

Arch Capital earnings double on reinsurance rebound

The Bermuda-based insurer posted first-quarter net income of $1.0 billion, up 84% from a year earlier.
Earnings · June 3, 2026

Palo Alto Networks lifts guidance after revenue jumps 31%

The cybersecurity firm raised its full-year revenue outlook to $11.3 billion after third-quarter sales climbed to $3.0 billion.
Earnings · June 2, 2026

Capex Holds Steady as Credit Costs Shape Corporate Plans

Across a 37-company slice of this week's disclosures spanning 13 industries, capital spending and the cost of credit emerged as the two most common threads, each running through 17 companies in 11 industries.
Economy Survey · June 1, 2026

Welltower expands senior housing portfolio through aggressive investment

The real estate investment trust increased its quarterly common stock dividend 15% to $0.85 a share.
Earnings · June 1, 2026

Norfolk Southern halts profit slide as costs weigh

The railroad’s adjusted earnings per share fell just 1% as volume declines eased.
Earnings · June 1, 2026

Hewlett Packard Enterprise revenue jumps 40%

The enterprise technology provider raised its full-year earnings guidance to $3.35-$3.45 a share.
Earnings · June 1, 2026

FedEx Spins Off Freight Unit, Resets Guidance

The logistics giant distributed 80.1% of FedEx Freight shares to stockholders in its latest quarter.
Earnings · June 1, 2026

Credo's Revenue Growth Decelerates as Optical Deal Signals Next Phase

The connectivity-chip maker posted $437 million in fourth-quarter revenue, up 157% year over year but marking a sharp slowdown in sequential growth.
Earnings · June 1, 2026

Oracle raises revenue guidance as cloud infrastructure growth accelerates

The software giant raised its fiscal 2027 total revenue guidance to $90 billion following a 22% increase in quarterly sales.
Earnings · May 12, 2026

Wells Fargo NII Slips as Margin Pressures Mount

The San Francisco-based lender saw net interest income fall 2% sequentially to $12.1 billion in the first quarter.
Earnings · April 14, 2026