The Tip Desk

Micro-Caps — page 13

8x8 Extends Revenue Growth Into Fiscal 2027

The communications platform posted record service revenue of $185.3 million and total revenue of $190.2 million in the quarter ended June 30, 2026.
Earnings · August 4, 2026

Core Molding Gross Margin Reaches 20.3% of Sales

Second-quarter net revenue was $62.7 million as truck product sales stayed soft and tooling project revenue fell to $1.8 million.
Earnings · August 4, 2026

Angel Oak's Second-Quarter Net Interest Income Growth Slows

Net interest income was $10.7 million in the quarter ended June 30, 2026, up 8% from a year earlier, after 20.1% year-over-year growth in the first quarter.
Earnings · August 4, 2026

Z Squared to Finalize Paradox Data Buy in Up-to-$25 Million Deal

The definitive agreement ties 80% of the consideration to power-delivery milestones at Z Squared's Union County Campus, extending the milestone-gated acquisition structure that has defined its Phase 1 buildout.
Deals · August 4, 2026

IEEPA Refunds Split Importers After Ruling

The Supreme Court’s IEEPA tariff ruling created refunds for some importers, delayed recoveries for others and a new tariff layer as Section 301 duties took effect.
Filing Trends · August 3, 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

Site Centers Serves DTP Buy-Sell Notice After Sales

The REIT posted a $1.3 million net loss, or $0.03 a share, and held $238.9 million of unrestricted cash at June 30.
Earnings · August 3, 2026

Keros Starts Rinvatercept Phase 2 in Muscular Dystrophy

Cash and cash equivalents stood at $257.6 million as of June 30, 2026, a level the company said would fund operations into the first half of 2028.
Earnings · August 3, 2026

Esquire Completes Signature Bancorporation Merger

The combination added a Chicago commercial-banking franchise to Esquire’s national litigation and payments businesses.
Deals · August 3, 2026

Dorchester Minerals to Acquire Williston Basin Royalty Interests in Unit Deal

Dorchester Minerals expanded its Williston Basin footprint through a non-cash exchange of common units for roughly 3,100 net royalty acres, adding to a wave of unit- and cash-funded mineral bolt-ons across the basin.
Deals · August 3, 2026

American Family to Buy Bowhead Specialty for $1.2 Billion in Cash

American Family's move to take full ownership of its longtime reinsurance partner Bowhead reunites an insurer with the specialty underwriter it helped launch six years ago.
Deals · 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

Universal Logistics Reverses First-Quarter Loss on Kearny Sale

GAAP earnings were $0.99 a share after a $45.3 million gain on Kearny property, while adjusted diluted earnings were $0.16 a share.
Earnings · July 31, 2026

SunCoke Raises Full-Year Outlook as Industrial Services Hits Record

SunCoke Energy posted a sequential swing to $15.6 million in net income and lifted its full-year Adjusted EBITDA guidance for the second straight quarter.
Earnings · July 31, 2026

Pioneer Bancorp's NIM Widens as Acquisitions Crush Efficiency, Capital

Net interest income at Pioneer Bancorp (PBFS) climbed 16.5% to $22.9 million in the second quarter, but four acquisitions closed in the period pushed the efficiency ratio to 78.33% and roughly halved return on equity.
Earnings · July 31, 2026

Deluxe Completes Celero Commerce Acquisition in $625 Million All-Cash Deal

The acquisition expanded Deluxe’s payments platform toward top-10 status among non-bank merchant acquirers.
Deals · July 31, 2026

Ruger's Sales Growth Reaccelerates After a Slow First Quarter

Second-quarter net sales reached $158.1 million, up 19% from a year earlier, and diluted earnings were $0.43 a share after a $1.05 loss a year earlier.
Earnings · July 30, 2026

PennyMac Mortgage Trust Pivots Away From Agency MSRs Toward Credit

PennyMac Mortgage Investment Trust posted $20 million in net income for the second quarter as it agreed to sell $13 billion in mortgage-servicing-rights UPB and redirect capital into non-Agency credit investments.
Earnings · July 30, 2026

Pagaya Raises Full-Year Net Income Outlook Again

Second-quarter network volume hit a record $3.5 billion, up 33% from a year earlier, as Auto volumes reached a $4.8 billion annualized run-rate.
Earnings · July 30, 2026

Meridian's Net Interest Margin Reverses After a Quarter of Expansion

The Pennsylvania community bank's tax-equivalent margin fell 13 bps to 3.69% as net interest income slipped to $22.8 million.
Earnings · July 30, 2026

Marcus Swings to Profit as Theatres and Hotels Both Accelerate

Marcus (MCS) posted second-quarter revenue of $231.7 million, up 12.5% from a year earlier, as both its theatre and hotel divisions returned to growth after a soft first quarter.
Earnings · July 30, 2026

First Internet's Provision Eases as Credit Metrics Improve

The branchless lender booked a $13.4 million provision in the second quarter and forecast full-year diluted EPS of $2.35–$2.45.
Earnings · July 30, 2026

Hippo Raises 2026 Premium and Profit Outlook

The insurer now expects over $1.65 billion of gross written premium and upwards of $70 million of adjusted net income for the year.
Earnings · July 30, 2026

GSI Technology Completes Sentinel Lab Phase as Plato Advances

The chipmaker booked $6.3 million of first-quarter fiscal 2027 revenue, in line with the midpoint of its $5.9 million to $6.7 million outlook, and pointed to a September AI-assisted SDK.
Earnings · July 30, 2026

Escalade Restores Sales Growth After a Stagnant First Quarter

Second-quarter net sales reached $57.7 million, up 6.2% from a year earlier, after a 0.6% rise in the first quarter.
Earnings · July 30, 2026

Donnelley Financial Grows Software Sales as Print Slides

Donnelley Financial Solutions posted a third straight quarter of net sales growth as software revenue hit a record $99.4 million, even as print and distribution sales fell 15%.
Earnings · July 30, 2026

Civeo Completes 20% Buyback After Convertible Notes

Second-quarter revenue rose 11% to $180.0 million as the hospitality operator issued $115.0 million of convertible notes and finished its 20% share-repurchase authorization.
Earnings · July 30, 2026

Columbus McKinnon Raises Guidance Weeks After Reaffirming It

Net sales more than doubled to $531.5 million as the Kito Crosby acquisition reshaped the industrial-equipment maker's scale, prompting Columbus McKinnon to raise fiscal 2027 guidance just weeks after holding it steady.
Earnings · July 30, 2026