The Tip Desk

Small-Caps — page 7

Frontier Revenue Hits Record as Restructuring Charges Widen GAAP Loss

The airline's adjusted per-share loss narrowed to 10 cents from 30 cents in the prior quarter, even as unit revenue growth hit a three-quarter high.
Earnings · July 29, 2026

Scotts Miracle-Gro Raises Full-Year Outlook Despite Sales Slowdown

Scotts Miracle-Gro lifted its full-year adjusted profit guidance even as third-quarter net sales growth slowed to 1% and gross margins slipped on higher freight and commodity costs.
Earnings · July 29, 2026

Seacoast Banking Posts Record Loan Growth, Wider Core Margin

Seacoast Banking Corp of Florida reported second-quarter net income of $59.5 million, or $0.55 a share, up 87% from the first quarter as a securities-repositioning charge fell out of the base.
Earnings · July 29, 2026

Merchants Bancorp Profit Doubles as Credit Losses Recede

Merchants Bancorp posted net income of $78.3 million in the second quarter, up 106% from a year earlier as provisions for credit losses fell 83%.
Earnings · July 29, 2026

Herc Holdings Raises Guidance as H&E Fleet Fixes Take Hold

Herc Holdings posted $1.072 billion in equipment rental revenue for the second quarter, up 23% from a year earlier, as dollar utilization improved for the first time since its H&E Equipment Services acquisition.
Earnings · July 29, 2026

Fortrea's Cost Cuts Lift Margins as Revenue Slides Again

Fortrea Holdings posted a 4.5% revenue decline in the second quarter yet raised its full-year guidance for the first time this cycle, betting that cost discipline can outrun a stalled backlog.
Earnings · July 29, 2026

First Busey's Margin Cools as Deposits Surge, Buybacks Widen

First Busey's adjusted net interest margin slipped 2 basis points to 3.62% in the second quarter even as deposits grew at an 11% annualized clip and the bank leaned harder into share repurchases.
Earnings · July 29, 2026

Peabody Earnings Collapse as Centurion Ramp Drags On

Peabody Energy's adjusted EBITDA fell to $24.0 million in the second quarter, an 83% drop from a year earlier, as costs at its new Centurion metallurgical mine outran higher coal prices.
Earnings · July 29, 2026

Axogen Raises Sales Outlook as Breast Growth Reshapes Mix

The nerve-repair company lifted its 2026 revenue floor by $9 million to $279 million.
Earnings · July 29, 2026

Armstrong World Sales Growth Accelerates, Guidance Raised Broadly

Armstrong World Industries posted 11.2% net sales growth in the second quarter, up from 7.1% in the first, as margin pressure eased and the company raised guidance across every key metric.
Earnings · July 29, 2026

ArcBest Revenue Accelerates as Adjusted Profit Rebounds

Adjusted earnings climbed to $2.38 a share from $1.36 a year earlier.
Earnings · July 29, 2026

VF Corp. Sells Dickies Brand to Bluestar Alliance for $600 Million

The divestiture is part of a broader strategic realignment of the apparel company's reportable segments and performance analysis.
Deals · July 29, 2026

Energy Fuels to Acquire Australian Strategic Materials in Rare Earth Push

The deal brings Energy Fuels a scheme-of-arrangement path to a second rare earth production line as the sector's court-approved consolidation wave continues.
Deals · July 29, 2026

T1 Energy to Buy Evervolt Solar Assets in $135 Million Deal

The asset purchase advanced T1 Energy’s plan to build an integrated U.S. silicon-based solar supply chain.
Deals · July 29, 2026

Procore to Buy DroneDeploy in $845 Million All-Cash Deal

The acquisition would fold DroneDeploy’s reality-capture and robotics tools into Procore’s push for AI-powered jobsite automation.
Deals · July 29, 2026

Grant Thornton Advisors to Buy CBIZ in $5 Billion Cash Deal

The acquisition combines Grant Thornton's multinational platform with CBIZ's U.S. middle-market presence to scale AI-enabled professional services.
Deals · July 29, 2026

Middle East Disruptions Hit Supply Chains

Conflict tied to Iran, Israel and the United States is pushing from energy and petrochemicals into oilfield services and food shipping routes.
Filing Trends · July 27, 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

Sensient Raises Profit Guidance Again as Color Unit Surges

Sensient Technologies posted 36.4% diluted EPS growth in the second quarter and raised its full-year profit outlook for the second straight time.
Earnings · July 24, 2026

S&T Bancorp Profit Climbs as Loan Growth Offsets Deposit Runoff

S&T Bancorp (STBA) posted second-quarter net income of $36.6 million, or $1.02 a share, up 8.5% from the prior quarter as commercial lending expanded and margins widened.
Earnings · July 24, 2026

Surgery Partners Sells Idaho Falls Hospitals for $795 Million

Surgery Partners agreed to sell its Idaho Falls hospital interests to Intermountain Health for roughly $795 million in total consideration, a deal management said would be layered onto guidance it has already reaffirmed three times this year.
Earnings · July 24, 2026

RingCentral Lifts Guidance Again as AI Revenue Share Hits 13%

RingCentral's revenue growth accelerated to 5.9% in the second quarter, its fastest pace in a year, as the company raised its full-year outlook for the second straight quarter.
Earnings · July 24, 2026

Flagstar Ends Margin Expansion as Commercial Loans Grow

Net interest margin slipped 2 bps to 2.13% as lower asset yields outweighed cheaper funding.
Earnings · July 24, 2026

Customers Bancorp's Margin Bottoms as Reserve Cushion Thins

Customers Bancorp (CUBI) grew net interest income to $193.4 million in the second quarter even as its net interest margin fell to a 3.17% trough and reserve coverage of nonperforming loans slid to 293% from 337%.
Earnings · July 24, 2026

Berkshire Hathaway Completes $8.5 Billion Taylor Morrison Acquisition

The all-cash acquisition unified Berkshire’s regional builders with a national platform spanning 52 housing markets.
Deals · July 24, 2026

Surgery Partners to Sell Hospital Interests in $795 Million Cash Deal

The divestiture is part of a portfolio optimization strategy to shift focus toward high-value ambulatory surgery centers.
Deals · July 24, 2026

Matador to Buy Paloma Permian in $1.275 Billion All-Cash Deal

The acquisition would expand Matador’s Delaware Basin position and is expected to add production, reserves and operating efficiencies.
Deals · July 24, 2026

Wyndham Raises Guidance Despite Franchisee Insolvency Hit

Wyndham Hotels & Resorts posted a 9% rise in adjusted EBITDA to $212 million even as it stripped out revenue tied to a collapsed European franchisee and raised its full-year outlook.
Earnings · July 23, 2026

QCR Holdings' LIHTC Pipeline Drives Fee Income as Balance Sheet Shrinks

QCR Holdings (QCRH) generated $26.1 million in capital markets revenue for the first half of 2026 even as total loans held near $7.0 billion following planned runoff and a wave of LIHTC securitizations.
Earnings · July 23, 2026

Mobileye Founder Shashua to Step Down as CEO

Amnon Shashua will exit the chief executive role after 27 years at the helm of Mobileye Global (MBLY), the company said, capping a quarter in which revenue swung from a 9% decline to 27% growth.
Earnings · July 23, 2026