The Tip Desk

November 2026 — page 8

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Oportun Lifts 2026 Outlook After Revenue Turns Higher

Third-quarter revenue reached $246 million, up 3% from a year earlier, and the company now sees full-year revenue of $955 million to $960 million.
Earnings · November 3, 2026

Louisiana-Pacific Siding Sales Hit a Record After a Dip

Siding net sales reached a record $473 million in the third quarter, reversing a $19 million year-over-year decline, as the company guided fourth-quarter Siding sales to $390 million to $400 million.
Earnings · November 3, 2026

Leidos Raises Fiscal 2026 Earnings Guidance for Third Straight Quarter

Non-GAAP diluted earnings were $3.62 a share, up 19% year over year, as the company lifted its full-year EPS range to $12.50–$12.70.
Earnings · November 3, 2026

JELD-WEN Keeps 2026 Outlook After Adjusted Ebitda Gain

Adjusted EBITDA was $54.4 million, up $10.0 million from a year earlier, as the company held 2026 revenue guidance of $3.1 to $3.2 billion.
Earnings · November 3, 2026

Hackett Adjusted Earnings Hit High End of Third-Quarter Range

Adjusted diluted earnings were $0.39 a share as revenue before reimbursements reached $68.9 million, with fourth-quarter adjusted EPS seen at $0.39 to $0.41.
Earnings · November 3, 2026

Global Water Resources Net Income Falls 41.5% After Capital Build

Third-quarter revenue was $16.3 million as year-over-year growth slowed to 5.0% from 24.8% in the second quarter.
Earnings · November 3, 2026

Finance of America Posts $110 Million Loss on Fair-Value Hits

Funded volume reached $748 million, up 24% from a year earlier, as the company booked $125 million of non-cash fair-value adjustments.
Earnings · November 3, 2026

Precision BioSciences Narrows Loss on Warrant Gain

The gene-editing company reported a $7.6 million net loss, or $(0.28) a share, and $108.0 million of cash as it dosed its first Duchenne patient.
Earnings · November 3, 2026

Crexendo Revenue Growth Cools After Second Quarter

Third-quarter sales were $25.2 million, up 44% from a year earlier, as GAAP net income held at $1.1 million, or $0.03 a share.
Earnings · November 3, 2026

CorVel Gross Margin Reaches 27% as Profit Growth Accelerates

Gross profit rose 24% to $72.3 million in the September quarter, faster than the 19% gain in the June quarter, as revenue held at an 11% year-over-year increase.
Earnings · November 3, 2026

Claros Narrows Loss After CECL Provision Recedes

GAAP net loss was $14.3 million, or $0.10 a share, as the current expected credit loss provision fell to $0.4 million from $208.8 million.
Earnings · November 3, 2026

Core Molding Narrows 2026 Gross-Margin Outlook to 16-17%

Production revenue rose 19.7% to $64.8 million in the fiscal third quarter as truck demand recovered and tooling project sales reached $25.4 million.
Earnings · November 3, 2026

Black Stone Minerals Raises Unit Distribution for a Second Quarter

The mineral-interest owner lifted the common-unit payout to $0.35, up 9% from the prior quarter, as distributable cash flow reached $93.0 million.
Earnings · November 3, 2026

Archrock Reaffirms 2026 Adjusted EBITDA After Aftermarket Drop

Net income was $84.5 million, or $0.48 a share, as aftermarket revenue fell to $39.7 million and full-year Adjusted EBITDA guidance stayed at $865 million to $885 million.
Earnings · November 3, 2026

Angel Oak Mortgage REIT's Book Value Decline Widens

GAAP book value fell to $8.97 a share in the third quarter as a $16.7 million net loss followed a $3.4 million profit.
Earnings · November 3, 2026

Angi Cuts 300 Roles After Revenue Decline Narrows

Third-quarter revenue was $242.0 million, down 9% from a year earlier, as Adjusted EBITDA rose to $42.2 million.
Earnings · November 3, 2026

Amwell Raises 2026 Revenue Outlook After Beating Third-Quarter Range

Third-quarter revenue was $49.0 million, above the $46 million to $48 million range the company had given, as it lifted full-year sales guidance to $204 million to $206 million.
Earnings · November 3, 2026

ADM Raises 2026 Adjusted EPS Outlook Again

Third-quarter adjusted earnings were $1.77 a share, up 92% from a year earlier, as crushing profit jumped on North American biofuels margins.
Earnings · November 3, 2026

onsemi to Buy Ferric in $600 Million Cash Deal

The semiconductor maker is adding differentiated power-density, efficiency and transient-response technology to strengthen its grid-to-core portfolio for AI processors.
Deals · November 3, 2026

Brookfield and CPP Complete $5.2 Billion LXP Take-Private

LXP’s 107-property Sunbelt and Midwest logistics portfolio is now privately held as the REIT’s pure-play industrial run ends.
Deals · November 3, 2026

Isabella Bank Completes Grand River Commerce Merger

The mixed cash-and-stock deal, valued at about $54.6 million, closed Nov. 2, 2026, after regulatory approvals and a September shareholder vote.
Deals · November 3, 2026

LS Power Proposes $2.00-a-Share Cash Take-Private of EVgo

The 56% holder would pay $2.00 a share in cash for the remaining Class A shares, a 62% premium to the 30-day VWAP as of October 30, 2026.
Deals · November 3, 2026

Energy Transfer to Buy Vaquero Midstream

The energy infrastructure partnership agreed to acquire the midstream company as it continues to expand its liquids and NGL platform.
Deals · November 3, 2026

CVR Energy to Buy Marathon’s St. Paul Park, Mandan Refineries

The refiner framed the acquisition of two plants plus marketing and logistics as a transformative step, with a close targeted by year-end.
Deals · November 3, 2026

CVR Energy to Buy Marathon Refineries in $4.2 Billion Deal

The asset purchase lifts CVR Energy’s crude throughput to about 384,000 barrels a day and puts the refiner in the Upper Midwest and Northern Great Plains.
Deals · November 3, 2026

Crescent Energy to Buy Devon Eagle Ford Assets for $3.85 Billion

The all-cash purchase of Tier 1 Eagle Ford inventory adjacent to existing operations is expected to close in late 2026 or early 2027.
Deals · November 3, 2026

Addus HomeCare to Buy AccentCare Personal Care for $275 Million

The acquisition is expected to add about $280 million in annualized revenue and deepen personal-care scale in Texas, Illinois, California, and Arizona.
Deals · November 3, 2026

Higher bank deposit rates predict slower stablecoin growth

BIS research links higher deposit rates to slower stablecoin growth and bank liquidity requirements to greater private credit expansion in exposed US counties.
Central Banking · November 3, 2026

Thomson Reuters reports 10% revenue growth in third quarter

The company recorded total revenues of 1,833 million U.S. dollars for the period ended September 30, 2026
Earnings · November 3, 2026

Triple Flag Operating Cash Flow Per Share Rises 15%

The precious metals royalty company reported operating cash flow per share of 0.45 US dollars for the third quarter of 2026
Earnings · November 3, 2026

Fortis reports third quarter net earnings of 474 million

The regulated utility provider saw quarterly revenue rise to 3.115 billion Canadian dollars
Earnings · November 3, 2026

XBiotech Leads Buying Intensity; Gold.com Draws $3.93 Million

The selected companies pair substantial purchases relative to market value with narrow buyer breadth, while Grace Therapeutics stands out for persistence.
Insider Signal · November 2, 2026

Rapport buying stands out relative to size; Beacon brings breadth

Insider purchases totaled $109.32 million in an incomplete weekly tally, with company size, repeat buying and buyer breadth telling different stories.
Insider Signal · November 2, 2026

Profit and Margin Pressures Diverge Across Three Names

ACCO International's first-quarter segment operating income fell on restructuring costs, Everforth's Commercial gross margin compressed on mix, and FMC's nine-month revenue excluding India dropped on commercial actions.
Filing Trends · November 2, 2026

Westpac NIM compresses as impairment charges double

Net interest income rose 1% to $19.58 billion as 5% average earning-asset growth more than offset a 7bp NIM decline to 1.87%.
Global Banks · November 2, 2026

ICBC third-quarter profit rises 9.97% to 112 billion yuan

Net profit attributable to equity holders was RMB111,958 million for the three months ended 30 September 2026, up 9.97% from a year earlier, as operating income reached RMB220,974 million.
Global Banks · November 2, 2026

Timberland's Net Interest Margin Widens to 3.96%

Fourth-quarter net interest income rose 5% to $19.66 million as the margin expanded 11 basis points, reversing the March-quarter compression.
Earnings · November 2, 2026

Tempus Raises 2026 Sales Range After Oncology Volume Accelerates

Third-quarter revenue reached $411.5 million, up 23%, as Adjusted EBITDA widened to $25.6 million and full-year sales guidance moved to $1.60–$1.605 billion.
Earnings · November 2, 2026

Site Centers Posts Third-Quarter Operating FFO Loss

Operating FFO was a $3.1 million loss, or $0.06 a share, as the REIT sold three assets and agreed to a $3.00 special cash distribution.
Earnings · November 2, 2026

Marriott Lifts 2026 RevPAR Outlook After Third-Quarter Rebound

Worldwide RevPAR rose 6.5% in the third quarter and the company now expects 4.5% to 5.0% full-year growth, versus the 3% to 3.5% range set after the second quarter.
Earnings · November 2, 2026

Lightbridge Widens Third-Quarter Loss as Fuel Spending Rises

The nuclear fuel developer posted an $8.3 million net loss, or 23 cents a share, as research and development costs more than doubled from a year earlier.
Earnings · November 2, 2026

Lumentum Sets Second-Quarter Revenue Outlook

The optical-technology company guided fiscal second-quarter revenue to $1.575 billion to $1.625 billion after first-quarter sales of $1.26 billion.
Earnings · November 2, 2026

Loews Long-Term Care Charge Cuts Third-Quarter Profit

Net income attributable to Loews Corporation was $306 million, or $1.50 a share, as CNA booked a $125 million after-tax long-term care reserve charge.
Earnings · November 2, 2026

Krystal Completes Germany and Italy VYJUVEK Pricing Talks

Third-quarter VYJUVEK revenue reached $127.3 million, up 30%, as the company posted $63.1 million of net income and authorized a $400 million buyback.
Earnings · November 2, 2026

ISG Adjusted EBITDA Margin Reaches Four-Year High

Adjusted EBITDA was $10.0 million in the third quarter, up 19% from a year earlier, as Asia Pacific revenue reversed a second-quarter decline.
Earnings · November 2, 2026

IDEXX Raises 2026 Revenue Guidance After CAG Recurring Growth

Third-quarter revenue was $1,214 million, up 10% as reported and organic, and the company lifted its 2026 revenue midpoint $32 million to $4,741 million–$4,767 million.
Earnings · November 2, 2026

Emergent Cuts 2026 Revenue Outlook After Third-Quarter Drop

Third-quarter revenue was $110.0 million, and the company lowered full-year 2026 revenue guidance to $600 million–$645 million.
Earnings · November 2, 2026

CNA's Third-Quarter 2026 Core Income Falls to $203 Million

Third-quarter 2026 P&C net written premiums rose 3% to $2.51 billion, while core income fell to $203 million, or $0.75 a share, as a $137 million after-tax long-term care reserve update and higher catastrophe losses cut profit.
Earnings · November 2, 2026

Black Rifle Launches Project Core, Reaffirms 2026 Outlook

Third-quarter net revenue was $108.0 million, up 7.3% from a year earlier, as the company agreed to sell its Manchester roaster and planned 12 Outpost closures.
Earnings · November 2, 2026

Axsome's Third-Quarter Revenue Growth Accelerates

Net product revenue reached $259.7 million, up 52% from a year earlier, as the company said it surpassed a one-billion-dollar annual run rate.
Earnings · November 2, 2026