The Tip Desk

Large-Caps — page 8

Royal Caribbean Lowers Annual Profit Guidance Despite Revenue Growth

The cruise operator reported first-quarter revenue of $4.5 billion, an 11% increase from the prior year.
Earnings · July 20, 2026

American Electric Power streamlines Texas generation as capex rises

The holding company completed its exit from the Texas generation business while expanding capital liabilities across its Ohio and Texas subsidiaries.
Utility Annual Reviews · July 18, 2026

Travelers Profit Climbs as Catastrophe Losses Decline

The insurer’s combined ratio improved 6.7 points to 83.6%.
Earnings · July 17, 2026

Netflix Beats Margin Forecast as Revenue Growth Slows

Operating margin reached 33.4%, topping Netflix’s forecast by 0.8 percentage point.
Earnings · July 17, 2026

Intuitive Surgical Lifts Margin Outlook as Procedure Growth Slows

The company raised its 2026 adjusted gross-margin forecast to 68.0%-69.0%.
Earnings · July 17, 2026

Fifth Third Net Interest Income Rises 48% on Comerica Integration

Net interest margin expanded 24 basis points year-over-year to 3.36% as the bank integrated its latest acquisition.
Earnings · July 17, 2026

Baker Hughes Closes $13.6 Billion Chart Deal as Segments Diverge

Baker Hughes completed its acquisition of Chart Industries on July 16, adding a third operating segment that reported $4.3 billion in revenue for fiscal 2025.
Earnings · July 17, 2026

Baker Hughes Completes $13.6 Billion Chart Industries Cash Deal

The acquisition expanded Baker Hughes’ industrial portfolio and recurring aftermarket-services business.
Deals · July 17, 2026

Europe's Bank Margins Diverge as Returns Climb, Capital Slips

Europe's biggest banks are pulling in opposite directions on income and returns even as capital ratios thin out from Tokyo to Wall Street.
Systemic Banks Monitor · July 16, 2026

UnitedHealth Raises Outlook as Earnings Rebound

The health-care company lifted its adjusted earnings forecast to $19.50 to $20.00 a share.
Earnings · July 16, 2026

Uber Adds Delivery Hero in $14.8 Billion Deal as Growth Cools

Uber Technologies disclosed a roughly $14.8 billion equity-value takeover offer for Delivery Hero, extending an acquisition streak even as its most recent quarterly bookings growth decelerated to 25% from 22% a quarter earlier.
Earnings · July 16, 2026

United Raises Profit Outlook Even as Fuel Costs Erase Earnings

United Airlines Holdings posted a 17.3% drop in second-quarter net income to $805 million as fuel expense jumped 84.1% to $5.11 billion, yet the carrier raised its full-year profit guidance.
Earnings · July 16, 2026

Progressive's Growth Engine Slows as Underwriting Margins Narrow

The auto and property insurer's combined ratio climbed to 87.3 in the second quarter, up 1.1 percentage points from a year earlier, as catastrophe losses and a deteriorating loss ratio weighed on results.
Earnings · July 16, 2026

General Electric raises full-year outlook as engine deliveries climb

Free cash flow rose 43% year-over-year to $3.0 billion in the second quarter.
Earnings · July 16, 2026

Citizens Financial's Net Interest Income Accelerates 4.4% as NIM Expands Further

The regional lender posted $1.63 billion in net interest income, up 14% year-over-year, as its net interest margin widened to 3.17%.
Earnings · July 16, 2026

Uber to Buy Delivery Hero in $14.8 Billion All-Cash Deal

The combination would nearly double Uber’s markets offering both mobility and delivery services.
Deals · July 16, 2026

M&T Bank Net Interest Income Rises on Loan Growth

Taxable-equivalent net interest income increased 2% quarter-over-quarter to $1,804 million
Earnings · July 15, 2026

Cheniere Energy raises full-year guidance on record export volumes

The company increased its 2026 consolidated adjusted EBITDA forecast to a range of $7.25 billion to $7.75 billion
Earnings · July 15, 2026

Fastenal Sales Growth Hits Five-Quarter High

The industrial distributor reported 14.7% year-over-year daily sales growth in the second quarter.
Earnings · July 15, 2026

Elevance Profit Slides as Medical Costs Climb

The health insurer reported second-quarter adjusted earnings of $7.45 a share, down 15.7% from a year earlier.
Earnings · July 15, 2026

Citigroup's Five Businesses All Grow Loans as Services Hits Record 30.9% RoTCE

Citigroup's net interest income rose 13% year over year in the second quarter as loan growth accelerated across every business line and Services delivered a record $6.4 billion in revenue.
Earnings · July 15, 2026

BNY's NIM Streak Hits Fourth Quarter as Deposits Dip and Buybacks Accelerate

Net interest margin at Bank of New York Mellon expanded for a fourth straight quarter to 1.45%, even as average deposits fell for the first time in five quarters and share repurchases rose to $1.1 billion.
Earnings · July 15, 2026

BlackRock inflows hit record $192 billion

The world’s largest asset manager saw long-term net inflows jump 46% sequentially to $199 billion in the second quarter.
Earnings · July 15, 2026

Allstate Profit More Than Quadruples on Improved Underwriting Results

The insurer's net income reached $2.4 billion in the first quarter as its combined ratio improved 15.4 points to 82.0.
Earnings · July 15, 2026

Williams Companies Lines Up $5.34 Billion Power JV With Blackstone

Williams Companies struck a $5.34 billion joint venture with Blackstone, Apollo and KKR that the company said would lower its 2026 leverage guidance to roughly 3.6 times debt-to-Adjusted EBITDA.
Earnings · July 14, 2026

Wells Fargo Loan Growth Outpaces NIM Erosion as Fee Income Surges

Wells Fargo & Company (WFC) grew average loans 12% year over year to $1,026.5 billion even as its net interest margin compressed to 2.43%, while noninterest income jumped 13% on capital-markets strength.
Earnings · July 14, 2026

Realty Income Expands Credit Facilities, Raises Investment Outlook Above $6 Billion

The REIT upsized its revolving credit facility by 37.5% to $5.5 billion while cutting borrowing costs by five basis points.
Earnings · July 14, 2026

IBM Growth Slows Sharply on Infrastructure Pullback

The technology giant’s revenue rose just 1% in the quarter, missing its own full-year target.
Earnings · July 14, 2026

Bank of America NII Climbs for Seventh Straight Quarter as Trading Surges

Net interest income reached $16.2 billion, up 9% year-over-year, as fixed-rate assets repriced and loan balances expanded across every business line.
Earnings · July 14, 2026

Williams to Sell $5.34 Billion Stake in Power Innovation Projects to Blackstone

The pipeline giant partners with Blackstone, Apollo and KKR to fund its energy-infrastructure buildout while preserving balance-sheet capacity.
Deals · July 14, 2026