The Tip Desk

Industries — page 21

XPO Tonnage Rose as LTL Shipments Improved

XPO reported 594 operating locations in May, up from 592 earlier this year.
Earnings · June 3, 2026

Veeva lifts guidance as R&D growth offsets commercial slowdown

The life-sciences software provider raised its full-year revenue outlook to as much as $3.645 billion.
Earnings · June 3, 2026

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

Richtech Robotics Buys Las Vegas Facility in $21.2 Million Asset Deal

The acquisition bolsters the company’s AI infrastructure and robotics data-collection capacity in a key regional hub.
Deals · June 3, 2026

ATN International Closes $268 Million Tower Sale to Everest Affiliate

The asset sale of 214 Southwestern U.S. towers is designed to bolster ATN's liquidity and fund debt repayment as the company sharpens its focus on core connectivity markets.
Deals · 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

Worthington Steel to Buy Kloeckner in $2.4 Billion All-Cash Deal

The acquisition would create the second-largest steel service center company in North America by revenue and deliver $150 million in annual synergies.
Deals · June 2, 2026

John Wiley & Sons to Buy Emerald Publishing in $452 Million Cash Deal

The acquisition expands Wiley's journal portfolio to 2,500 titles and strengthens its proprietary content library for AI and data analytics applications.
Deals · June 2, 2026

QXO to Buy TopBuild in $17 Billion Deal

The acquisition will make QXO the second largest publicly traded building products distributor in North America.
Deals · June 2, 2026

Hims & Hers to Buy Eucalyptus in Global Expansion Deal

The acquisition extends the telehealth platform’s reach across five countries, positioning it as an everyday health companion for consumers worldwide.
Deals · June 2, 2026

ESAB to Buy Eddyfi Technologies in $1.45 Billion Deal

Acquisition accelerates ESAB’s expansion into inspection and monitoring with high-margin, high-growth instrumentation technology.
Deals · 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

LXP Industrial Trust to Buy Phoenix Covered Land Investment for $103 Million

The asset purchase allows LXP to secure an infill industrial redevelopment site in a market driven by advanced manufacturing and data center growth.
Deals · June 1, 2026

Liberty Global to Combine VodafoneZiggo, Telenet in $7.7 Billion Deal

The transaction aims to create a Benelux telecom powerhouse with sharper strategic focus and a planned 2027 Euronext listing.
Deals · June 1, 2026

IFF to Sell Food Ingredients Unit in $4.3 Billion Asset Deal

The divestiture sharpens the company’s focus on higher-margin segments and strengthens its balance sheet.
Deals · June 1, 2026

Verizon to Buy Array Spectrum Licenses in $1 Billion Asset-Purchase Deal

The transaction advances Array's strategy to monetize retained wireless spectrum following the $4.3 billion sale of its wireless operations to T-Mobile.
Deals · 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