The Tip Desk

Earnings — page 10

LKQ Withdraws 2026 Guidance After Europe Miss

The auto-parts distributor expects a third-quarter net loss of $16 million to $32 million and Europe EBITDA margin of 4.1% to 5.1%.
Earnings · October 24, 2026

Gorman-Rupp Sales Growth Accelerates After a Slower Second Quarter

Third-quarter net sales reached a record $193.3 million, up 11.8% from a year earlier, and earnings were $0.86 a share.
Earnings · October 24, 2026

First Hawaiian CRE Charge-Off Lifts Provision

The Hawaii bank booked a $20.3 million credit-loss provision, including a $12.5 million partial charge-off on a single commercial real estate loan, as net interest income reached $174.1 million.
Earnings · October 24, 2026

Balchem Sets Consolidated Records, Grows All Segments

Net sales reached $290.7 million in the third quarter, with Animal Nutrition and Health operating earnings up 82.8% from a year earlier.
Earnings · October 24, 2026

Booz Allen Raises Fiscal 2027 Adjusted EPS Outlook

The company lifted its adjusted diluted earnings range to $6.50–$6.70 after a quarter in which adjusted diluted EPS rose 18.1% to $1.76.
Earnings · October 24, 2026

SLB Restores Sequential Growth Across Regions

Third-quarter revenue reached $9.45 billion, up 5% from the prior quarter, as the Middle East rebounded and ChampionX posted its highest quarterly sales since the July 2025 deal.
Earnings · October 23, 2026

Oak Valley's Net Interest Margin Widens to 4.24%

Third-quarter net interest income reached $19.80 million as the margin expanded 9 bps from 4.15% in the second quarter.
Earnings · October 23, 2026

NorthEast Community Pays Off Borrowings as Construction Mix Grows

Net interest income was $26.1 million in the third quarter as the New York construction lender cut its net interest margin 29 bps to 5.09%.
Earnings · October 23, 2026

Jakks Pacific Sets Third-Quarter Results Call

The toy maker said it would host an analyst teleconference at 5:00 p.m. ET on October 22, 2026, after issuing a press release of 2026 third-quarter results.
Earnings · October 23, 2026

First National's Margin Expansion Accelerates

Tax-equivalent net interest margin widened 23 bps to 4.38% as earning-asset yields rose 24 bps and acquisition accretion added 18 bps.
Earnings · October 23, 2026

First Capital's Tax-Equivalent Margin Expansion Slows

The Indiana community bank's tax-equivalent net interest margin reached 4.08% in the third quarter, a 10 bps step-up after a 17 bps expansion in the second quarter.
Earnings · October 23, 2026

Utah Medical Products Lifts Third-Quarter Operating Income

Operating income rose 7.0% to $2,795 thousand as sales fell 12.1% to $8,621 thousand.
Earnings · October 22, 2026

Steel Dynamics Extends Sequential Profit Gain

Third-quarter net income reached $756 million, or $5.26 a share, as steel operations posted $1.0 billion of operating income.
Earnings · October 22, 2026

RTX Raises 2026 Sales and Earnings Outlook Again

Adjusted earnings were $2.26 a share after a second consecutive lift to full-year adjusted sales, EPS, and free cash flow.
Earnings · October 22, 2026

Philip Morris Raises Full-Year Volume Outlook

The company lifted its 2026 shipment-volume assumption to growing from broadly stable to slightly growing, with high single-digit smoke-free shipment growth.
Earnings · October 22, 2026

Packaging Corp. Legacy Business Adds to Third-Quarter Earnings Growth

Earnings excluding special items were $3.04 a share, $0.13 above the $2.91 third-quarter outlook.
Earnings · October 22, 2026

Alpine Lifts 2026 Investment Outlook After Record Deal Flow

Alpine Income Property Trust raised 2026 AFFO guidance to $2.20–$2.22 a share after year-to-date investment activity exceeded $300 million, including a pending $117.3 million industrial portfolio.
Earnings · October 22, 2026

P&G Restores Organic Sales Growth After a Stalled Quarter

Organic sales rose 4.0% in the July–September quarter as volume and mix returned, and the company kept its fiscal 2027 organic-sales and core-EPS ranges intact.
Earnings · October 22, 2026

OP Bancorp's Net Interest Margin Rebounds After Fed Accrual

Net interest income rose 11% to $22.21 million and the margin expanded 19 bps to 3.27% as loan growth and a Federal Reserve account normalization more than offset higher deposit costs.
Earnings · October 22, 2026

Norfolk Southern Reverses Second-Quarter Earnings Decline

The railroad posted $3.5 billion of third-quarter revenue, a 14% year-over-year gain, and $1.15 billion of income from railway operations.
Earnings · October 22, 2026

Northrop Grumman Lifts 2026 Profit Outlook After Record Backlog

Third-quarter sales rose 7% to $11.1 billion as the company raised MTM-adjusted EPS guidance to $29.35–$29.75.
Earnings · October 22, 2026

National Bankshares Margin Reaches 3.21% After MBS Swap

Net interest income rose to $13.85 million as the taxable-securities yield jumped 54 bps to 3.34% after a second-quarter portfolio repositioning.
Earnings · October 22, 2026

Netflix Cuts 2026 Ad Revenue Outlook After Slow Rollout

Full-year revenue is now $51.1 billion, 0.2% below the prior range midpoint, with advertising seen at about $2.7 billion instead of $3 billion.
Earnings · October 22, 2026

First Western's Net Interest Margin Expansion Slows

Net interest income rose 5.5% to $23.0 million as the margin widened 5 bps to 2.95% after a 9 bps gain in the second quarter.
Earnings · October 22, 2026

Lockheed Martin Lifts 2026 Sales and Cash Outlook Again

Third-quarter sales were $20.7 billion and the company now sees 2026 free cash flow of about $7.8 billion to $8.0 billion, after raising guidance for the second straight quarter.
Earnings · October 22, 2026

Intuitive Records $450 Million Antitrust Settlement Charge

Third-quarter revenue reached $3.05 billion, up 22%, as worldwide da Vinci and Ion procedures grew about 15%.
Earnings · October 22, 2026

Honeywell Technologies Raises 2026 Outlook After Organic Growth

Organic sales growth accelerated to 7% in the third quarter, and the company lifted full-year organic growth to 4%–5% and adjusted EPS to $8.40–$8.45.
Earnings · October 22, 2026

FVCBankcorp CRE Concentration Reaches Recent Low

Net interest income was $18.4 million in the third quarter as the margin held at 3.32% and CRE-plus-construction loans reached 275% of risk-based capital.
Earnings · October 22, 2026

Eagle Financial Extends Net Interest Margin Expansion

Net interest margin reached 3.95% in the third quarter as the holding company for Bank of Clarke posted $17.6 million of net interest income and announced a merger with John Marshall Bancorp.
Earnings · October 22, 2026

Dover Raises 2026 Adjusted Earnings Outlook

Organic sales rose 7.1% in the third quarter as Climate & Sustainability Technologies and Clean Energy & Fueling led the diversified manufacturer.
Earnings · October 22, 2026

Quest Raises 2026 Revenue and EPS Guidance Again

Third-quarter revenue reached $3.10 billion, up 10.0%, as Quest lifted full-year net revenue to as much as $12.105 billion.
Earnings · October 22, 2026

Carpenter Lifts Buyback After Record First-Quarter Profit

Operating income reached a record $196.4 million as Aerospace and Defense demand accelerated and Specialty Alloys margins held near the prior quarter's peak.
Earnings · October 22, 2026

BayCom Completes Bond-Book Repositioning After a Loss

Net interest margin reached 4.11% as the bank booked a $6.8 million loss on $106.8 million of securities sold.
Earnings · October 22, 2026

U.S. Bancorp NIM Expands as Credit Card Purchase Lifts NII

Net interest margin reached 2.84% and taxable-equivalent net interest income rose to $4,490 million as a small-business card purchase and fixed-asset repricing added to the spread.
Global Banks · October 21, 2026

State Street Servicing Fees Hit Record AUC/A as NIM Widens

Servicing fees reached $1,492 million as assets under custody and administration rose to a record $59.2 trillion.
Global Banks · October 21, 2026

Nordea lifts net interest income as fees and AuM expand

Net interest income reached EUR 1,799 million in the third quarter of 2026, with assets under management at a record EUR 509.4 billion.
Global Banks · October 21, 2026

Morgan Stanley Wealth Management Posts Record $9.1 Billion Quarter

Wealth Management net revenues hit a record $9.07 billion as net new assets reached $232.4 billion and firm net interest income rose 17% sequentially.
Global Banks · October 21, 2026

GoPro Revises First- and Second-Quarter Losses in Amended Accounts

The amendments reduced the first-quarter loss and slightly increased the second-quarter loss.
Earnings · October 21, 2026

Western Alliance Reverses Second-Quarter Margin Decline

The bank’s net interest margin widened 4 bps to 3.57%, while its deposit overhaul reduced quarterly costs recorded in non-interest expense by $13.8 million.
Earnings · October 21, 2026

Wabtec Tightens 2026 Adjusted Earnings Outlook

The rail-technology company lifted 2026 adjusted EPS guidance to $10.85–$11.05 after third-quarter sales of $3.12 billion and a 22.0% rise in adjusted earnings.
Earnings · October 21, 2026

United Expects Fourth-Quarter Revenue Growth to Accelerate

Third-quarter operating revenue hit a record $17.9 billion, up 17.4%, and the airline said fourth-quarter growth should exceed 20%.
Earnings · October 21, 2026

Thermo Fisher Organic Growth Accelerates to 6%

Third-quarter revenue reached $12.14 billion as adjusted EPS rose 15% to $6.68.
Earnings · October 21, 2026

NextEra Energy Keeps 8% Earnings Growth Target

Adjusted earnings rose 9.7% to $1.24 a share as FPL's capital employed grew 9.2% and the Dominion deal advanced after shareholder votes.
Earnings · October 21, 2026

3M Raises 2026 Adjusted EPS Outlook After Third Quarter

The company lifted full-year adjusted EPS to $9.10 to $9.15 after a 26.2% adjusted operating margin and $2.50 of adjusted earnings a share.
Earnings · October 21, 2026

Fidelity D & D's Net Interest Margin Widens to 3.30%

Net interest income reached $21.8 million in the third quarter as FTE net interest margin expanded 35 bps year over year to 3.30%.
Earnings · October 21, 2026

First Community Extends Margin Expansion for a Tenth Quarter

Net interest margin reached 3.59% tax-equivalent as net interest income rose to $20.238 million and loans grew $32.1 million.
Earnings · October 21, 2026

Truist Swings to Credit Benefit After RAC Loan Sale

Truist Financial (TFC), the Charlotte-based consumer and wholesale bank, recorded a $253 million third-quarter credit-loss benefit following its RAC loan sale.
Global Banks · October 18, 2026

Schwab Core Net New Assets Hit Record $190.4 Billion

Core net new assets reached a record $190.4 billion in the third quarter, up 38% year-over-year, as net revenues hit a record $7.17 billion.
Global Banks · October 18, 2026

BNY Net Interest Income Fell 2% on Lower Deposits

Bank of New York Mellon’s third-quarter net interest income slipped to $1.423 billion as lower deposit balances outweighed gains from reinvesting securities at higher yields.
Global Banks · October 18, 2026

Trilogy Metals Turns a Profit on DOW Derivative Gain

The company posted $0.2 million of net income for the three months ended August 31, 2026, after an $11.6 million mark-to-market gain on the Department of War derivative was offset by an increase in Trilogy's 50% share of the loss from its Ambler Metals investment.
Earnings · October 18, 2026