The Tip Desk

Mid-Caps — page 5

CNH Profit Slides 35% Even as Margins Recover From Q1 Trough

CNH Industrial reported second-quarter net income of $141 million, down from $217 million a year earlier, though sharply improved from the $10 million it earned in the first quarter.
Earnings · August 3, 2026

CNA Profit Rebounds as Investment Income Offsets Underwriting Pressure

Net written-premium growth accelerated to 4% despite softer renewal pricing.
Earnings · August 3, 2026

Curium to Buy Lantheus in $8 Billion Cash-and-CVR Deal

Curium US Holdings agreed to acquire Lantheus Holdings for up to $114.50 a share, pairing its theranostics manufacturing base with Lantheus' U.S. radiodiagnostics franchise to build a company spanning diagnostics and therapy across more than 70 countries.
Deals · August 3, 2026

Crédit Agricole Accelerates Retail Lending as French Margins Recover

French and Italian retail-banking loans rose 1.7% to €895 billion as funding costs eased.
Global Banks · August 2, 2026

AES manages divergent asset profiles across Ohio and Indiana utilities

The company balanced a pure-purchase power model in Ohio against a steam-heavy generation fleet in Indiana.
Utility Annual Reviews · August 1, 2026

LyondellBasell Swings to Profit as Olefins Margins Surge

LyondellBasell posted second-quarter net income of $559 million, reversing a first-quarter profit of just $125 million as tighter global supply lifted olefins and polyolefins margins.
Earnings · July 31, 2026

Alliant Earnings Fall as Utility Costs Weigh

The utility raised its load-growth outlook to 60% by 2031 as three data centers advanced construction.
Earnings · July 31, 2026

IES Holdings Revenue Growth Doubles as Backlog Nears Doubling

IES Holdings posted 40% revenue growth in its fiscal third quarter, more than double the pace of the prior two periods, as backlog swelled to $4.5 billion.
Earnings · July 31, 2026

Healthcare Realty Raises FFO Guidance as Same-Store Growth Slows

Healthcare Realty Trust lifted its 2026 normalized FFO guidance to a $1.64-a-share midpoint even as quarterly same-store cash NOI growth decelerated to 5.1% from 6.9% in the prior quarter.
Earnings · July 31, 2026

GLPI Lifts AFFO Guidance as Revenue Growth Accelerates to 9%

Gaming and Leisure Properties raised its full-year AFFO outlook after quarterly revenue growth accelerated to 9.0%, the fastest pace in three quarters.
Earnings · July 31, 2026

Dexcom Raises Full-Year Margin Guidance as Growth Cools

Dexcom posted 13% revenue growth to $1.308 billion in the second quarter, a step down from 15% in the first quarter, even as profitability guidance moved higher for a second straight period.
Earnings · July 31, 2026

Leonardo DRS Lifts Guidance Again as Margins, Bookings Accelerate

The defense electronics maker posted 10% revenue growth and a 59% jump in net earnings, prompting its second consecutive full-year guidance increase.
Earnings · July 31, 2026

BrightSpring Raises Outlook as Earnings Growth Outpaces Sales

Revenue reached $3.873 billion as BrightSpring lifted its full-year sales forecast.
Earnings · July 31, 2026

Agree Realty Lifts Investment Guidance as Growth Rates Ease

Agree Realty raised its 2026 acquisition target to as much as $1.8 billion after a record $502 million quarter, even as per-share earnings growth slowed.
Earnings · July 31, 2026

Everus to Buy Epsilon Industries in $295 Million Cash Deal

The acquisition pushes Everus deeper into off-site modular construction and opens priority markets in Florida, Texas, the Mid-Atlantic and the Northeast.
Deals · July 31, 2026

XPO's LTL Ratio Hits Record as Profit Growth Accelerates

XPO posted a record 79.9% operating ratio in North American LTL as adjusted earnings per share jumped 61.9% to $1.70.
Earnings · July 30, 2026

Penske Revenue Growth Accelerates as Margins Keep Slipping

Penske Automotive Group delivered its strongest same-store sales growth in a year even as operating income fell 7.6% and a take-private approach from its own founder surfaced for the first time.
Earnings · July 30, 2026

Mohawk Profit Jumps on Tariff Refunds as Margins Recover

Mohawk Industries posted adjusted earnings of $3.67 a share in the second quarter, up 32% from a year earlier and boosted by a $0.63 tariff-refund benefit.
Earnings · July 30, 2026

Madrigal's Rezdiffra Growth Slows Even as Losses Widen

Madrigal Pharmaceuticals reported second-quarter Rezdiffra sales of $364.3 million, up 71% from a year earlier, but that growth rate marked the third straight quarterly deceleration even as net losses widened.
Earnings · July 30, 2026

International Paper Swings to Loss as EBITDA Slides for Third Quarter

International Paper posted a $12 million loss from continuing operations in the second quarter as adjusted EBITDA fell for a third straight period to $587 million.
Earnings · July 30, 2026

Hexcel Margins Widen as Aerospace Rebound Broadens

Hexcel posted 8.0% sales growth and raised its full-year profit outlook as commercial aerospane demand overtook lingering destocking.
Earnings · July 30, 2026

Henry Schein Executive Exodus Widens Beyond CEO Succession

Henry Schein said its chief operating officer and two other senior executives will step down October 30, 2026, extending a leadership overhaul that began with Chairman Stanley Bergman's board retirement.
Earnings · July 30, 2026

Essex Property Trust Absorbs Legal Charges as Core FFO Edges Up

Essex Property Trust (ESS) posted diluted net income of $0.97 a share in the second quarter, down 71.8% from $3.44 a year earlier after $55.8 million in legal settlement charges.
Earnings · July 30, 2026

A. O. Smith Cuts Profit Guidance as China Sales Collapse

The water-heater maker's adjusted earnings guidance midpoint fell for the second straight quarter after China local-currency sales dropped 28%.
Earnings · July 30, 2026

eBay to Buy Depop in $1.4 Billion All-Cash Deal

The sale would let Etsy concentrate its resources on sustainable growth for its core marketplace.
Deals · July 30, 2026

Broadband losses deepen at major US providers

Charter, Comcast and Liberty Global all report accelerating declines in fixed-line subscribers and revenue.
Filing Trends · July 30, 2026

Semiconductor Firms Brace for Hardening China Export Controls

Equipment and chip makers are navigating a tightening web of U.S., Dutch, and Japanese restrictions that limit access to advanced nodes and critical components.
Theme Survey · July 29, 2026

Xylem Orders Jump 42% While Revenue Growth Stalls Near 1%

Xylem posted a 42% surge in orders to $3.1 billion even as quarterly revenue growth slowed to just 1% organically.
Earnings · July 29, 2026

Veralto Raises Full-Year Profit Outlook as Core Growth Accelerates

Veralto posted 7.6% sales growth to $1,474 million in the second quarter and raised its full-year adjusted earnings guidance for the second time this year.
Earnings · July 29, 2026

Tyler Technologies Raises EPS Outlook as Margins Narrow

Tyler Technologies reported second-quarter revenue of $645.1 million, up 8.2% from a year earlier, even as operating margin compressed and the company raised its full-year profit guidance.
Earnings · July 29, 2026