Mid-Caps — page 12
Insmed revenue jumps 230% on brensocatib growth
Total company revenues reached $306.0 million for the first quarter of 2026
Conagra Cuts Dividend in Half as New CEO Resets Guidance Lower
Conagra Brands posted a $2.0 billion goodwill impairment and slashed its dividend to $0.70 a share annualized as incoming CEO John Brase issued fiscal 2027 guidance below current-year results.
Ulta Beauty Lifts Profit Outlook as Gross Margin Hits Five-Quarter High
The beauty retailer posted $3.16 billion in first-quarter net sales, up 11.1% from a year earlier, and raised its full-year earnings guidance.
Liberty Media's F1 Profit More Than Doubles on Extra Race, Calendar Shift
Formula 1 swung to $107 million in operating income from a $28 million loss a year earlier, powered by a 53% revenue jump.
First Horizon NIM Dips as Deposit Costs Rise
Net interest margin fell 3 bps to 3.49% in the second quarter as brokered deposit costs climbed.
Companies Warn AI Threatens Their Own Business Models
Across four industries, companies are flagging AI as both an operational necessity and a competitive and legal menace in their latest annual reports.
Bitmine Boosts ETH Holdings as Staking Yields Dip
The crypto infrastructure firm now holds 5.77 million ETH tokens, or 4.8% of total supply.
Supreme Court ruling sparks tariff refund wave
Companies begin reclaiming IEEPA tariffs after the Court’s decision, though recovery remains uneven and uncertain.
DT Midstream expands interstate footprint via ONEOK acquisition
The company secured a 55% revenue increase for its Viking Gas Transmission unit through a FERC-approved settlement.
HF Sinclair Maintains Midstream Structure Across Delaware Pipeline Entities
The company's regulated pipeline operations remained centered on its Delaware-incorporated limited liability subsidiaries during the 2024 reporting cycle.
Invesco Flows Stall as Passive Demand Cools
Net long-term inflows collapsed to $8.0 billion in the second quarter, down from $18.9 billion in the prior period.
Ionis Raises Revenue Guidance Following First Independent Commercial Launch
The biotechnology company increased its full-year total revenue projection to as high as $900 million.
Sterling Infrastructure Doubles Credit Line as Revenue Growth Accelerates
Sterling Infrastructure expanded its credit facility to $1.5 billion, a $1.05 billion increase, days after posting 92% revenue growth in the strongest quarter of a four-quarter acceleration.
Levi Strauss Lifts Full-Year Guidance After Second-Quarter Profit Growth
The denim maker raised its full-year adjusted EPS outlook to $1.46 to $1.52, citing broad-based demand and margin gains.
HF Sinclair returns to profit as refining margins climb
The energy company reported consolidated revenue of $7.12 billion for the first quarter of 2026.
Copart Returns to Growth as Margins Expand
The online auto-auction company posted $1.2 billion in revenue, snapping a three-quarter decline.
Unum to Buy Fortitude Reinsurance Block in $3.8 Billion Asset Deal
The transaction advances Unum’s strategy to reduce exposure to its legacy long-term care business while sharpening focus on its employee benefits franchise.
Solstice Advanced Materials to Buy Element Solutions in $14.5 Billion Mixed Deal
The acquisition deepens Solstice's exposure to semiconductor fabrication, AI infrastructure and data-center cooling as demand for advanced materials accelerates.
Retailers reap windfalls from card fee settlements
Dillard’s, Dick’s Sporting Goods and Macy’s booked hundreds of millions in one-time gains from interchange litigation, lifting earnings and cash flow.
Chipmakers Lead a Guidance Season Almost Free of Cuts
Across 130 companies issuing quarterly outlooks, raises outnumbered cuts roughly ten to one, with semiconductor, software and hardware makers reporting no lowered guidance at all.
Companies Report Firm Demand, Relentless Cost Pressure
In first-quarter 2026 filings across 168 domestic companies, cost inflation ran more than five to one negative while demand and capital spending held their ground.
AI Infrastructure Capital Floods In While Biotech Trials Split
Small-cap companies are seeing a sharp divide between massive AI infrastructure funding and mixed clinical trial outcomes, while energy firms pursue aggressive acquisitions.
Rivian's Software Revenue Surges 49% as Auto Gross Profit Swings to Loss
The EV maker's consolidated revenue grew 11% to $1.38 billion, but automotive margins buckled under a $100 million drop in regulatory credit sales.
Reinsurer trims assets as in-force book holds steady
Reinsurance Group of America’s total assets fell to $156.6 billion at year-end 2025.
General Mills posts profit rebound as margins recover
The packaged-foods company swung to a 27% jump in adjusted earnings after four quarters of declines.
Flutter Cuts Full-Year Guidance as Profit Margins Compress
Flutter Entertainment's first-quarter revenue rose 17% to $4,304 million, but net income fell 38% and the company lowered its 2026 outlook.
Dynatrace Targets Rule of 50 by 2029 as ARR Tops $2 Billion
The observability-software maker crossed $2 billion in annual recurring revenue in its fiscal fourth quarter, closing a year in which it raised guidance three times.
Columbia Banking System NIM Compresses as Asset Balances Dip
Net interest margin fell 10 bps to 3.96% in the first quarter as the bank navigated lower interest-earning asset balances.
QXO Completes $17 Billion TopBuild Acquisition in Mixed Deal
The transaction expands QXO’s scale across the building products value chain and advances its goal of $50 billion in revenue by 2030.
Eversource Closes $2.4 Billion Sale of Aquarion Water Company
The divestiture sharpens Eversource's focus as a pure-play regulated electric and gas utility while strengthening its balance sheet.