The Tip Desk

Earnings — page 13

TTM Technologies posts record sales on data-center demand

The circuit-board maker’s net sales jumped 30% to $846 million in the latest quarter.
Earnings · June 3, 2026

Old Dominion halts revenue slide as pricing holds

The less-than-truckload carrier posted a 2.9% year-over-year revenue decline, its smallest in five quarters.
Earnings · June 3, 2026

Johnson Controls Raises Guidance as Backlog Hits Record High

The building technology company reported second-quarter adjusted earnings per share of $1.19, a 45% increase year-over-year.
Earnings · June 3, 2026

Johnson Controls lifts profit forecast on backlog surge

The building-technology supplier raised its full-year adjusted EPS guidance to $4.65 a share.
Earnings · June 3, 2026

Five Below Raises Outlook After Sales Beat

Comparable sales increased 22.7%, topping Five Below’s prior forecast for a 14% to 16% gain.
Earnings · June 3, 2026

Fifth Third Projects 19% ROTCE Following Comerica Merger

The bank expects the acquisition to drive a 200-basis-point improvement in its efficiency ratio to the low-to-mid 50s by 2027.
Earnings · June 3, 2026

CrowdStrike posts record cash flow as growth reaccelerates

The cybersecurity firm raised its net new ARR growth guidance by 520 basis points at the midpoint.
Earnings · June 3, 2026

CrowdStrike Lifts Outlook as Revenue Growth Accelerates for Fifth Straight Quarter

The cybersecurity company swung to a GAAP profit of $27.8 million as subscription revenue hit $1.32 billion, up 26% from a year earlier.
Earnings · June 3, 2026

Broadcom revenue jumps 48% on AI chip demand

The chipmaker’s AI semiconductor sales more than doubled to $10.8 billion in the quarter.
Earnings · June 3, 2026

Arch Capital Profit Nearly Doubles as Catastrophe Losses Recede

The insurer's net income surged 84% to $1.0 billion in the first quarter, powered by a sharp drop in catastrophe claims.
Earnings · June 3, 2026

Arch Capital posts 84% jump in net income

The insurer reported annualized net income return on equity of 17.8%, up from 11.1% a year earlier.
Earnings · June 3, 2026

Arch Capital earnings double on reinsurance rebound

The Bermuda-based insurer posted first-quarter net income of $1.0 billion, up 84% from a year earlier.
Earnings · June 3, 2026

USA Rare Earth to Build $1.2 Billion Magnet Plant in South Carolina

Revenue quintupled to $5.7 million in the first full quarter of metal sales from its LCM acquisition, as the company laid out plans for a massive domestic manufacturing expansion.
Earnings · June 2, 2026

Ulta Beauty sales growth accelerates to 11%

The beauty retailer’s first-quarter earnings rose 15.5% to $7.74 a share.
Earnings · June 2, 2026

Ulta Beauty Raised Profit Outlook as Sales Accelerated

Diluted earnings rose to $7.74 a share as gross margin improved and comparable sales kept growing.
Earnings · June 2, 2026

Shake Shack lowers full-year profit and revenue guidance

The company reduced its full-year net income forecast to a range of $45 million to $55 million.
Earnings · June 2, 2026

Palo Alto Networks lifts guidance after revenue jumps 31%

The cybersecurity firm raised its full-year revenue outlook to $11.3 billion after third-quarter sales climbed to $3.0 billion.
Earnings · June 2, 2026

Hub Group restates prior quarters, flags leadership exits

The transportation-services provider disclosed a $77 million understatement of purchased transportation costs and accounts payable.
Earnings · June 2, 2026

Hims & Hers Pivots Weight-Loss Strategy, Partners With Novo Nordisk

The telehealth company acquired Eucalyptus, adding 850,000 customers across five countries while overhauling its GLP-1 business.
Earnings · June 2, 2026

Dollar General sales growth slows as shoppers pull back

Same-store sales rose 2% in the latest quarter, down from 4.3% in the prior period.
Earnings · June 2, 2026

Dollar General raises annual profit outlook as margins expand

The discount retailer reported first-quarter diluted earnings of $2.00 a share.
Earnings · June 2, 2026

Welltower expands senior housing portfolio through aggressive investment

The real estate investment trust increased its quarterly common stock dividend 15% to $0.85 a share.
Earnings · June 1, 2026

Norfolk Southern halts profit slide as costs weigh

The railroad’s adjusted earnings per share fell just 1% as volume declines eased.
Earnings · June 1, 2026

ILPT Narrows Loss 58% as Rent Rolls Accelerate for Sixth Straight Quarter

The industrial logistics landlord posted $0.33 a share in normalized funds from operations, up from $0.20 a year earlier, as leasing spreads widened and its Mountain JV locked in fixed-rate financing.
Earnings · June 1, 2026

IFF to Sell Food Ingredients Unit to CVC for $4.3 Billion

The flavor-and-fragrance maker will narrow its portfolio to three businesses after divesting a division that generated $3.1 billion in annual sales.
Earnings · June 1, 2026

Hewlett Packard Enterprise revenue jumps 40%

The enterprise technology provider raised its full-year earnings guidance to $3.35-$3.45 a share.
Earnings · June 1, 2026

FedEx Spins Off Freight Unit, Resets Guidance

The logistics giant distributed 80.1% of FedEx Freight shares to stockholders in its latest quarter.
Earnings · June 1, 2026

Credo's Revenue Growth Decelerates as Optical Deal Signals Next Phase

The connectivity-chip maker posted $437 million in fourth-quarter revenue, up 157% year over year but marking a sharp slowdown in sequential growth.
Earnings · June 1, 2026

Cisco Posts Record Revenue as AI Orders Surge

The networking giant raised its full-year revenue guidance to as much as $63 billion after a 12% jump in sales.
Earnings · May 13, 2026

Oracle raises revenue guidance as cloud infrastructure growth accelerates

The software giant raised its fiscal 2027 total revenue guidance to $90 billion following a 22% increase in quarterly sales.
Earnings · May 12, 2026

Microsoft Revenue Accelerated as Cloud, AI Demand Lifted Results

Microsoft Cloud revenue reached $54.5 billion, up 29% from a year earlier.
Earnings · April 29, 2026

Meta Revenue Growth Accelerated as Ad Pricing Rose

Meta raised its 2026 capital-spending outlook to $125 billion to $145 billion as data-center costs climbed.
Earnings · April 29, 2026

Amazon Posts Fastest AWS Growth in 15 Quarters

The e-commerce giant reported $30.3 billion in net income, including $16.8 billion in pre-tax gains from Anthropic investments.
Earnings · April 29, 2026

Wells Fargo NII Slips as Margin Pressures Mount

The San Francisco-based lender saw net interest income fall 2% sequentially to $12.1 billion in the first quarter.
Earnings · April 14, 2026

Johnson & Johnson Raises Outlook as Sales Accelerate

Adjusted earnings fell 2.5% to $2.70 a share, putting margin pressure at the center of Johnson & Johnson's higher 2026 outlook.
Earnings · April 14, 2026