Earnings — page 5
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.
Xcel Profit Climbs as Energy Costs Fall
Operating margin widened to about 22.6% even as quarterly revenue declined.
Waystar Raises Guidance Even as Growth Engines Cool
Waystar posted 18% revenue growth to $319.7 million and raised its full-year outlook, even as volume-based revenue growth slowed to just 3% and net revenue retention fell to 108%.
Ventas Lifts 2026 Guidance as Senior Housing Investment Pace Doubles
Ventas raised its full-year investment target to $4.5 billion, a $1.5 billion increase that marks the largest single guidance raise in a string of upward revisions this year.
Sensata Posts Third Straight Quarter of Accelerating Growth
Sensata Technologies Holding reported second-quarter revenue of $990.6 million, up 5.0% year over year and marking the fastest organic growth pace in a year of sequential acceleration.
Sturm Ruger Swings to Profit as Sales Jump 19%
Sturm Ruger & Company (RGR) reported second-quarter net sales of $158.1 million, up 19% from a year earlier, as diluted earnings per share of $0.43 reversed a $1.05 per-share loss in the prior-year quarter.
Regeneron reports second-quarter revenue growth to $4.3 billion
The biotechnology company lowered its full-year GAAP gross margin guidance to a range of 77%–78% following a production interruption in Ireland.
Patterson-UTI Snaps Six-Quarter Slide as Pricing Turns Higher
Patterson-UTI Energy swung to a broad-based sequential rebound, with revenue climbing 10% to $1.2 billion and its rig count exit rate jumping to 96 from a 92 average.
PennyMac Mortgage Trust Pivots Away From Agency MSRs Toward Credit
PennyMac Mortgage Investment Trust posted $20 million in net income for the second quarter as it agreed to sell $13 billion in mortgage-servicing-rights UPB and redirect capital into non-Agency credit investments.
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.
NorthWestern Energy Profit Growth Returns as Merger Nears Finish Line
NorthWestern Energy Group posted second-quarter adjusted earnings of $0.50 a share, up from $0.40 a year earlier, as its pending merger cleared every regulatory hurdle but Montana.
Neogen Posts Fastest Core Growth of Fiscal Year, Guides Higher
Neogen (NEOG) closed fiscal 2026 with core revenue growth of 4.3% in the fourth quarter, its strongest quarterly pace of the year, as gross margin widened to 47.8% from 41.2%.
Altria Narrows EPS Guidance Up as Growth Slows, Buybacks Ease
Altria Group's adjusted profit growth cooled to 2.8% in the quarter even as the tobacco giant raised the floor on its full-year earnings forecast.
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.
McGrath RentCorp Profit Slips as Sales Deals Slide to Later Quarters
McGrath RentCorp reported second-quarter net income of $33.7 million, down from $36.0 million a year earlier, as a 34% drop in sales revenue offset gains in its rental business.
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.
Marcus Swings to Profit as Theatres and Hotels Both Accelerate
Marcus (MCS) posted second-quarter revenue of $231.7 million, up 12.5% from a year earlier, as both its theatre and hotel divisions returned to growth after a soft first quarter.
Laureate Education Raises Full-Year Guidance as Peru Growth Offsets Mexico Margin Strain
Laureate Education's second-quarter revenue rose 17% to $615.9 million, prompting the for-profit university operator to raise its full-year outlook for the second straight quarter.
KKR's Fee Related Earnings Jump 37% as Fundraising Hits Record $34 Billion
KKR (KKR) grew fee related earnings 37% year over year to $1.2 billion in the second quarter as new capital raised hit a record $34 billion and assets under management climbed to $796 billion.
KBR Revenue Growth Returns as Spin-Off Cash Costs Mount
KBR posted revenue up 2% to $2.0 billion, its first quarterly growth in three quarters, even as operating cash flow fell 77% and new spin-off charges pressured margins.
Ingersoll Rand Reaccelerates Growth as Margins Keep Slipping
Ingersoll Rand posted 9% revenue growth in the second quarter even as adjusted EBITDA margin held at 25.4%, down roughly 250 basis points from a year of steady compression.
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.
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.
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.
Hippo Holdings Raises Full-Year Guidance as Growth Accelerates
Hippo Holdings posted 61.5% growth in gross written premium to $482 million, its fastest pace in at least a year, and raised its full-year outlook across every major metric.
Green Brick Orders Jump 19% as Home Prices Keep Sliding
Green Brick Partners posted a 19% jump in net new home orders even as revenue fell 9.9% to $481.6 million on lower prices.
Exelon Beats on EPS as ComEd Rebounds, PECO and PHI Soften
Exelon posted adjusted operating earnings of $0.43 a share in the second quarter, up from $0.39 a year earlier, as gains at ComEd and BGE offset declines at PECO and PHI.
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.
Enterprise Products Posts Record Profit, Raises Spending Plan
Second-quarter revenue rose 61% to $18.27 billion as pipeline and marine-terminal volumes reached records.
Donnelley Financial Grows Software Sales as Print Slides
Donnelley Financial Solutions posted a third straight quarter of net sales growth as software revenue hit a record $99.4 million, even as print and distribution sales fell 15%.
Comstock Resources Sells Pinnacle Stake as Gas Prices Slide
Comstock Resources reported adjusted net income of $8.3 million, an 81% sequential drop, as realized gas prices fell to $2.93/Mcfe.
Columbus McKinnon Raises Guidance Weeks After Reaffirming It
Net sales more than doubled to $531.5 million as the Kito Crosby acquisition reshaped the industrial-equipment maker's scale, prompting Columbus McKinnon to raise fiscal 2027 guidance just weeks after holding it steady.
Churchill Downs Posts Record Revenue as Growth Cools
Churchill Downs (CHDN) reported record net revenue of $980 million for the second quarter, up 5% from a year earlier as growth decelerated from the double-digit pace seen in late 2025.
Blackstone Mortgage Trust Posts Loss as Reserves Nearly Triple
Blackstone Mortgage Trust swung to an $81.2 million net loss in the second quarter as credit-loss provisions tripled from a year earlier.
Boot Barn Profit Jumps on Tariff Refunds as Growth Cools
Boot Barn Holdings posted a 32% jump in diluted earnings to $2.29 a share, but same-store sales growth slowed to 4.7% and July trends turned flat, prompting cautious full-year guidance.
Air Products Raises Annual Forecast Despite Project Exit Charges
The industrial gas maker raised its full-year adjusted earnings per share guidance to a range of $13.39 to $13.49
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%.
Amarin Extends Cash Gains as Revenue Slides
Cash reached $314.6 million as the drugmaker generated positive cash flow for a third consecutive quarter.
American Electric Power Raises Outlook as Contracted Load Expands
Second-quarter revenue rose 7.0% to $5.445 billion as the utility added contracted demand.
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.
Waste Management Margins Widen as Revenue Growth Cools
Waste Management posted adjusted operating EBITDA margin of 30.9% in the second quarter, even as revenue growth slowed to 4.0%.
Werner Swings to Profit as FirstFleet Deal Powers Freight Recovery
Werner Enterprises posted 24% revenue growth and its best truckload pricing gains in a decade even as GAAP profit fell 85% against a year-ago legal settlement.
Vulcan Materials' Cost Inflation Erases Pricing Gains as Margins Slip
Vulcan Materials reported second-quarter Adjusted EBITDA of $654 million, down 1% from a year earlier as freight and diesel costs outpaced pricing gains.
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.
Visa revenue growth slows as operating expenses climb
The payments processor reported net revenue of $11.6 billion for the third quarter.
UPS Adjusted Profit Grows 12% as Guidance Rises Despite EPS Hit
United Parcel Service raised its full-year revenue outlook to roughly $91.2 billion after quarterly revenue climbed 7.6% even as a $891 million restructuring charge cut GAAP earnings per share in half.
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.
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.
Tiptree Books $372 Million Gain as Fortegra Sale Closes
Tiptree's second-quarter diluted EPS jumped to $10.30 from $0.39 a year earlier after the company completed the $1.65 billion sale of Fortegra and unveiled a $100 million deal to buy specialty insurer Universal Shield.
Smurfit Westrock Returns to Profit as Costs Erode Margins
The packaging maker narrowed its full-year Adjusted EBITDA guidance to $4.9 billion to $5.1 billion, tightening a range it had set wider just one quarter earlier.