The Tip Desk

Large-Caps — page 12

Ecolab raises organic sales growth as high-tech demand accelerates

The water and hygiene services provider reported adjusted diluted earnings per share of $2.09 for the second quarter.
Earnings · July 29, 2026

Carvana Extends Profit Streak as Unit Growth Cools

Second-quarter retail sales hit a record 197,325 units as the company posted $513 million of net income and $769 million of Adjusted EBITDA.
Earnings · July 29, 2026

Boeing Turns Cash Flow Positive as 737 Moves Toward 47 a Month

Boeing (BA) generated $631 million in free cash flow and began moving 737 production to 47 jets a month, even as the company stayed in the red.
Earnings · July 29, 2026

Amphenol Forecasts Further Growth After Communications-Led Quarter

Orders reached a record $10.7 billion as demand continued to outpace sales.
Earnings · July 29, 2026

Aon Posts Slower Revenue Growth, Reaffirms Outlook

The company repurchased $600 million of shares, surpassing its full-year buyback objective.
Earnings · July 29, 2026

ADP reports 7% revenue growth for fiscal 2026

The human capital management provider expects adjusted diluted EPS to grow between 9% and 11% in fiscal 2027.
Earnings · July 29, 2026

Arch Capital's Insurance Segment Underwriting Profit Collapses

Net income available to common shareholders was $1.0 billion, or $3.00 a share, as insurance underwriting income fell to $27 million.
Earnings · July 29, 2026

AT&T Closes $23 Billion EchoStar Spectrum Deal

The spectrum purchase expands AT&T’s nationwide 5G capacity and supports its push to combine wireless and home internet services.
Deals · July 29, 2026

Energy Transfer Expands Gulf Coast Footprint Through Strategic Acquisitions

The midstream operator integrated Buckeye and Gulf Coast assets while streamlining Permian terminal holdings to optimize its crude and product pipeline network.
Utility Annual Reviews · July 26, 2026

Kinder Morgan Navigates Leadership Turnover Across Interstate Pipeline Network

The infrastructure giant managed critical rate adjustments and LNG send-out capacities while facing a wave of executive resignations across its subsidiaries.
Utility Annual Reviews · July 26, 2026

Energy Transfer Manages Regulatory Shifts Across Interstate Pipeline Portfolio

The company navigated material legal proceedings and rate adjustments across its multi-state gas transmission network in 2024.
Utility Annual Reviews · July 26, 2026

American Electric Power leverages FERC orders to boost non-operating income

The multi-state utility shifted its Texas footprint toward a pure transmission model while navigating high customer concentration in Kentucky and Texas.
Utility Annual Reviews · July 26, 2026

Enterprise Products Expands Midstream Footprint Through Strategic Asset Consolidation

The partnership integrated new pipeline entities and finalized ownership of Wilprise to streamline its regulated transport network.
Utility Annual Reviews · July 25, 2026

Ameren expands MISO transmission footprint through multi-billion dollar project awards

The holding company leveraged formula ratemaking and securitization tools to fund grid expansion and the accelerated retirement of coal assets.
Utility Annual Reviews · July 25, 2026

Elevance Health Insiders Lead Weekly Buying Clusters

Concentrated open-market purchases emerged across six companies, led by a $1.4 million commitment at Elevance Health.
Insider Signal · July 24, 2026

Verizon Raises Full-Year Outlook as Service Revenue Accelerates

The telecommunications provider expanded its full-year adjusted EPS growth guidance to a range of 6.0% to 7.0%.
Earnings · July 24, 2026

Revenue Rebounds as Acquisition Masks Core Decline

Revenue reached $8.97 billion as cash generation strengthened from the previous quarter.
Earnings · July 24, 2026

Prudential Advances Reimbursements, Tightens Sales Oversight

The insurer had addressed ¥2.85 billion of the original ¥3.08 billion in claims by July 8.
Earnings · July 24, 2026

NextEra Energy raises growth targets following Dominion Energy merger proposal

Consolidated GAAP net income rose to $3.144 billion in the second quarter
Earnings · July 24, 2026

Volume Growth Carries Global Systemic Banks, Costs Split

Balance growth lifted eight of the season's eleven reporting global systemic banks, while a smaller cluster wrestled with rising costs and normalizing credit in the same breath.
Systemic Banks Monitor · July 23, 2026

Thermo Fisher Accelerates Revenue Growth as Demand Strengthens

Organic revenue growth reached 5%, up from 1% in the prior quarter.
Earnings · July 23, 2026

RTX Raises 2026 Outlook After Organic Sales Accelerate

Second-quarter sales reached $24.7 billion, up 16% organically, and the company lifted full-year adjusted sales to $95.0–$96.0 billion.
Earnings · July 23, 2026

Roper Raises Outlook as Revenue Growth Slows

Adjusted earnings reached $5.38 a share, topping the prior forecast by eight cents.
Earnings · July 23, 2026

PG&E Lifts Profit as Lower Costs Widen Margins

Core earnings increased 36% to $920 million as operating expenses declined.
Earnings · July 23, 2026

Honeywell Raises Full-Year Outlook Following Aerospace Spin-Off

The industrial conglomerate raised its full-year adjusted earnings per share guidance to a range of $8.05 to $8.35.
Earnings · July 23, 2026

Huntington Grows Loans as Deposit Costs Pinch Margin

Net interest income rose 9% QoQ to $2.052 billion as loan growth outweighed modestly higher funding costs.
Earnings · July 23, 2026

Freeport Profit Rises 27% as Copper Prices Offset Indonesia Slump

Freeport-McMoRan posted net income of $984 million even as copper sales volumes fell 30% during the phased restart of its Grasberg Block Cave mine.
Earnings · July 23, 2026

Dover Raises Full-Year Outlook as Organic Growth Accelerates

The diversified manufacturer raised its full-year adjusted earnings guidance to a range of $10.55 to $10.75 a share.
Earnings · July 23, 2026

Digital Realty Raises Guidance Twice as Backlog Hits Record $1.9 Billion

Digital Realty Trust posted second-quarter revenue of $1,924.0 million, up 29% from a year earlier, as record bookings backlog and accelerating rent spreads pushed the data-center landlord to raise full-year guidance for the second straight quarter.
Earnings · July 23, 2026

Blackstone's Fee Earnings Jump 22% as Perpetual Capital Expands

Blackstone (BX) reported fee related earnings of $1.8 billion, up 22% year over year, as perpetual capital vehicles grew to 48% of fee-earning assets and the firm raised its quarterly dividend 11% to $1.29 a share.
Earnings · July 23, 2026