The Tip Desk

Earnings — page 6

TPVG Debt Funding Collapses After a Heavy Second Quarter

Net investment income fell to $0.16 a share and net assets from operations swung to a $0.04 a share decrease as the BDC funded only $0.7 million of new debt.
Earnings · November 4, 2026

ThredUp Cuts Fourth-Quarter Sales Outlook After Growth Slows

Third-quarter revenue was $88.2 million, up 7% from a year earlier, as the company lowered its fourth-quarter midpoint to a 2% year-over-year decline.
Earnings · November 4, 2026

TrueBlue Swings to Profit as Revenue Growth Reaccelerates

The staffing company posted $521 million of third-quarter revenue, 21% higher than a year earlier, and net income of $9 million, or $0.28 a share.
Earnings · November 4, 2026

TaskUs Raises Full-Year Revenue Outlook After Record Quarter

Third-quarter service revenue of $314.7 million exceeded the top of guidance by $12.7 million as the company lifted full-year revenue to $1.249 billion–$1.251 billion.
Earnings · November 4, 2026

Neuronetics Turns Operating Profit After Greenbrook Growth

Greenbrook revenue reached $26.2 million in the third quarter as total revenue rose 12.5% to $42.0 million.
Earnings · November 4, 2026

Stoneridge Raises 2026 Sales Outlook After Award Charge

Adjusted third-quarter sales reached $180.0 million, up 29.9%, as the company lifted full-year adjusted revenue guidance to $690 million–$700 million; a $24.2 million arbitration charge weighed on a $22.9 million GAAP net loss from continuing operations.
Earnings · November 4, 2026

SmartRent Core Revenue Growth Accelerates to 24%

Core revenue reached $40.7 million in the third quarter, and the company guided fourth-quarter Adjusted EBITDA year-over-year growth of 450% to 650%.
Earnings · November 4, 2026

Royalty Pharma Raises 2026 Receipts Outlook Again

The company now expects 2026 Portfolio Receipts of $3,500 million to $3,550 million after a $150 million pelacarsen impairment cut third-quarter net income.
Earnings · November 4, 2026

Q32 Bio Off-Drug Data Supports Bempikibart Maintenance

Cash reached $289.6 million after a $200.0 million July offering as the company prepared a 2027 registration-directed alopecia areata trial.
Earnings · November 4, 2026

Palmer Square BDC Flips Mark-to-Market to a Gain

Net investment income was $11.6 million, or $0.38 a share, as realized and unrealized results swung to a $2.4 million gain.
Earnings · November 4, 2026

CPI Card Group Raises 2026 Guidance Again

Third-quarter revenue hit a record $158.4 million, up 15%, as the company lifted full-year revenue-growth and free-cash-flow targets for a second straight quarter.
Earnings · November 4, 2026

Orion Tightens 2026 Adjusted EBITDA Range After Third-Quarter Cash

The carbon black maker generated $46 million of free cash flow in the third quarter and lifted its full-year Adjusted EBITDA midpoint.
Earnings · November 4, 2026

Ocugen Starts Geographic Atrophy Phase 3 and Licenses OCU400

Cash, cash equivalents, restricted cash and short-term investments stood at $84.6 million as of September 30, 2026, with the company saying the balance is expected to extend runway into 2028.
Earnings · November 4, 2026

Nacco's Contract Mining Profit More Than Doubles

Adjusted EBITDA reached $20.4 million in the third quarter as Contract Mining operating profit more than doubled on a new Florida dragline contract.
Earnings · November 4, 2026

Nature's Sunshine Cuts 2026 Sales Outlook After Asia Slide

Third-quarter net sales fell 9% to $116.6 million as Asia dropped 14.9% and the company lowered full-year sales guidance to $460 million–$470 million.
Earnings · November 4, 2026

Niagen Cuts 2026 E-Commerce Outlook After Sales Slip

Third-quarter net sales were $27.2 million as the company lowered full-year e-commerce growth to about 5% from a prior 10% to 15% range.
Earnings · November 4, 2026

Magnachip Misses Gross-Margin Outlook on Currency

Third-quarter continuing-operations revenue was $44.0 million, while gross margin fell to 14.0% from 19.3% as the company cited unfavorable foreign exchange.
Earnings · November 4, 2026

Matrix Extends Profit Streak as Storage Segment Margins Improve

Net income reached $6.2 million, or $0.22 a share, as Storage and Terminal Solutions gross margin hit 9.0%.
Earnings · November 4, 2026

Martin Marietta Lifts 2026 Revenue Outlook After LNA Close

Third-quarter revenue hit a record $2.37 billion as the company raised full-year revenue guidance to a $7.80 billion midpoint.
Earnings · November 4, 2026

MITT EAD Falls Short of Unchanged Common Dividend

Earnings available for distribution were $0.21 a share in the third quarter, below the $0.24 common dividend, as book value per share fell 7.3% to $9.27.
Earnings · November 4, 2026

McDonald's U.S. Comparable Sales Turn Negative

Global comparable sales rose 1.5% in the third quarter as U.S. traffic fell and diluted earnings reached $3.51 a share.
Earnings · November 4, 2026

Lyell Third-Quarter Net Loss Widens to $45.5 Million

Third-quarter 2026 revenue was $3,000 and net loss widened to $45.5 million. September 30 cash, cash equivalents and marketable securities of $194.0 million, together with net proceeds from the $80.0 million November private placement, are expected to fund operations into 2028.
Earnings · November 4, 2026

Lesaka Reaffirms Fiscal 2027 Outlook After Merchant Profit Drop

Fiscal first-quarter 2027 Group Adjusted EBITDA fell 17% to ZAR 220.1 million while Consumer and Enterprise earnings rose and the company kept full-year adjusted EPS guidance at ZAR 7.50–8.50.
Earnings · November 4, 2026

Comstock Reports $0.8 Million Q3 Loss Including $14 Million Mining-Sale Gain

Third-quarter 2026 Metals Segment revenue rose 45.4% from the prior quarter to $341,751. The company closed the remaining mining sale for $30.2 million of consideration and posted a $0.8 million net loss, or $(0.01) a share, that included the $14.0 million gain.
Earnings · November 4, 2026

Lifecore's Third-Quarter Revenue Decline Steepens

Revenue was $25.3 million, down 18.6% from a year earlier, as the injectables CDMO booked a $40.1 million net loss.
Earnings · November 4, 2026

Disco Turns Adjusted Ebitda Positive a Quarter Early

Third-quarter revenue was $45.3 million, up 11% year over year, as the litigation-software company posted $0.1 million of Adjusted EBITDA.
Earnings · November 4, 2026

Kraft Heinz Raises Low End of 2026 Sales Outlook

The food company now expects full-year organic net sales down 0.5% to down 1.25% and Adjusted EPS of $2.07 to $2.13.
Earnings · November 4, 2026

Hamilton Beach Cuts 2026 Sales Outlook After Retailer Pullback

Third-quarter revenue rose 5.6% to $140.3 million as the company now expects full-year sales to be flat rather than up approaching mid-single digits.
Earnings · November 4, 2026

Franklin Covey Posts Fourth-Quarter Profit Growth

Fourth-quarter revenue of $70.0 million sat in updated guidance as net income rose to $7.1 million, or $0.62 a share.
Earnings · November 4, 2026

Energy Recovery Swings to Operating Loss on Iran War

Third-quarter revenue was $11.2 million as the company posted a $9.8 million operating loss and a $6.3 million net loss.
Earnings · November 4, 2026

8x8 Raises Fiscal 2027 Outlook After Record Quarter

Second-quarter revenue reached a record $192.0 million as the company lifted its full-year fiscal 2027 revenue, profitability and cash-flow ranges.
Earnings · November 4, 2026

Applebee’s Comp Sales Turn Positive at Dine Brands

Third-quarter revenue reached $248.9 million as company-owned restaurant sales more than doubled from a year earlier.
Earnings · November 4, 2026

Dhi Group Narrows 2026 Revenue Outlook and Lifts Ebitda Margin

ClearanceJobs bookings rose 32% to $15.8 million as the company guided 2026 revenue to $124 million–$126 million.
Earnings · November 4, 2026

Datadog Raises 2026 Revenue Outlook After Profit Jump

The observability platform guided 2026 revenue to as much as $4.525 billion after third-quarter results of $1.20 billion.
Earnings · November 4, 2026

CVS Raises Full-Year Outlook After Benefits Profit Recovers

Third-quarter revenue reached $108.4 billion and the company lifted 2026 adjusted EPS guidance to at least $8.20 a share.
Earnings · November 4, 2026

Cencora Sets Fiscal 2027 Adjusted EPS Outlook

The pharmaceutical solutions company expects fiscal 2027 adjusted diluted EPS of $19.40 to $19.75 after fourth-quarter revenue of $88.4 billion.
Earnings · November 4, 2026

CompX Marine Components Lead Third-Quarter Sales

Net sales were $44.0 million in the third quarter of 2026, and the board declared a $0.30-a-share quarterly dividend.
Earnings · November 4, 2026

Arq Narrows 2026 Adjusted EBITDA Outlook After Record Quarter

Third-quarter revenue reached a record $38.2 million and Adjusted EBITDA was $8.8 million as the company lifted the low end of its full-year Adjusted EBITDA range to $19 million.
Earnings · November 4, 2026

Alto Ingredients Books $7.6 Million in 45Z Tax Credits

Net income attributable to common stockholders was $12.7 million, or $0.16 a share, as transferable tax credits generated, net, were $7.6 million.
Earnings · November 4, 2026

Advantage Restarts Retailer Adjusted EBITDA Growth in Q3 and Announces Restructuring

Retailer Services Adjusted EBITDA rose 43.3% to $32.3 million as the company posted $913.7 million in third-quarter revenue and reiterated full-year guidance.
Earnings · November 4, 2026

RBI Profit Recovers After Rasperia Charge, Fees Rise

Consolidated profit for the nine months to 30 September 2026 was €1,638 million, up €712 million from a year earlier.
Global Banks · November 3, 2026

Nomura lifts first-half profit as stable revenue expands

Net revenue reached 1.2942 trillion yen in the six months to September 2026, up 25% from a year earlier, as asset-management-based earnings and Banking lifted the group.
Global Banks · November 3, 2026

Yum! Third-Quarter GAAP EPS Rises to $5.92 on Pizza Hut Sale Gain

Third-quarter revenue rose 4% to $2.054 billion. GAAP EPS was $5.92 after a $1.7 billion pre-tax gain on the Pizza Hut sales, while EPS excluding Special Items was $1.56.
Earnings · November 3, 2026

USANA Cuts 2026 Sales Outlook After Hiya Subscriber Rebound

The health-products company now sees fiscal 2026 net sales approaching $900 million and Adjusted EBITDA of $77 million after Hiya added about 29,500 net subscribers.
Earnings · November 3, 2026

LendingTree Posts $98.8 Million Goodwill Charge

Revenue reached $343.6 million in the third quarter as Insurance, Consumer and Home all grew year over year.
Earnings · November 3, 2026

RxSight Product Sales Fall as Alcon Cash Arrives

Third-quarter revenue was $24.6 million, down 19% from a year earlier, as the company booked $60 million from Alcon.
Earnings · November 3, 2026

Pfizer Raises 2026 Outlook After Launched-Product Growth

Third-quarter revenue was $16.6 billion as the company lifted full-year sales guidance to $62.0 billion to $64.0 billion.
Earnings · November 3, 2026

PAMT Narrows Operating Loss After Sequential Rate Gain

Third-quarter revenue was $162.5 million, up 8.2% from a year earlier, as the truckload carrier posted a $5.0 million operating loss.
Earnings · November 3, 2026

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