The Tip Desk

Industries — page 6

Kelly's Underlying Revenue Turns Positive After Two Declines

The specialty talent firm posted $927.2 million of third-quarter revenue, with underlying sales up 2.3% after a year-over-year decline that had narrowed for two straight quarters.
Earnings · November 5, 2026

Iron Mountain Posts Record Third-Quarter Adjusted EBITDA

Adjusted EBITDA reached a record $748 million, up 13.3%, as the company set full-year revenue guidance of $7,950 million to $8,020 million.
Earnings · November 5, 2026

Inspired Cuts 2026 EBITDA Target After Brazil Gaming Halt

Third-quarter revenue was $61.4 million and the Adjusted EBITDA margin reached a quarterly record of 46% excluding periods with a UK VAT rebate as the company lowered its full-year Adjusted EBITDA range to $109 million–$112 million.
Earnings · November 5, 2026

InfuSystem Pro Forma Growth Accelerates to 10.2%

The healthcare services company posted $37.6 million of third-quarter revenue and $9.4 million of Adjusted EBITDA, and reaffirmed 6% to 8% full-year pro-forma growth.
Earnings · November 5, 2026

Horizon's Debt Yield Falls as NAV Drops to $5.56

Net investment income was $12.3 million, or $0.19 a share, as the company funded nine loans totaling $98.4 million and booked $29.1 million of unrealized depreciation.
Earnings · November 5, 2026

Holley Reports Third-Quarter Sales Growth, Hits 3.5x Leverage Target a Quarter Early

Net sales were $141.6 million in the third quarter, and the company cut debt $25 million to reach a four-year-low 3.50x leverage ratio.
Earnings · November 5, 2026

Health Catalyst Reaffirms 2026 Outlook After Vitalware Sale

Third-quarter revenue was $56.28 million as the company closed the Vitalware sale and reaffirmed full-year revenue of $246 million to $249 million.
Earnings · November 5, 2026

GSI Technology Misses Gross-Margin Guidance on Mix and Costs

Second-quarter fiscal 2027 net revenue was $6.0 million, inside the $5.7 million to $6.5 million range, while gross margin fell to 48.5% from 53.4% in the prior quarter.
Earnings · November 5, 2026

Friedman Posts Record Sales and Earnings

Net sales reached a record $286.8 million in the quarter ended September 30, 2026, and net earnings were $15.6 million, or $2.19 a share.
Earnings · November 5, 2026

Funko Reiterates 2026 Outlook After Third-Quarter Sales Slow

Third-quarter net sales were $258.3 million, up 3.0%, as Core Collectibles rose 4.8% and Loungefly fell 9.8%.
Earnings · November 5, 2026

1-800-Flowers Updates Fiscal 2027 Outlook After Site Sales

The gifting company now expects fiscal 2027 revenue to fall 2% to 5% and Adjusted EBITDA of about $10 million to $15 million after dropping PersonalizationMall.com and Things Remembered.
Earnings · November 5, 2026

FTAI Infrastructure Posts Record Adjusted EBITDA of $95.3 Million

The infrastructure investor reported record third-quarter 2026 Adjusted EBITDA of $95.3 million, received regulatory approval to sell Long Ridge and agreed to acquire energy logistics assets from USD Group for $255 million.
Earnings · November 5, 2026

Fate Therapeutics Cuts Third-Quarter Loss to 25 Cents a Share

Cash and investments were $139.1 million as of September 30, 2026, and a $15.0 million CIRM grant is expected to extend the runway to mid-2028.
Earnings · November 5, 2026

Fastenal Operating Margin Reaches 21.5% as Sales Growth Accelerates

Daily sales rose 15.5% in the third quarter, and operating margin expanded 90 basis points year over year to 21.5%.
Earnings · November 5, 2026

Expensify Raises 2026 Free Cash Flow Outlook

The expense-management company now estimates full-year free cash flow of $13.5 million to $15.5 million after $3.3 million of free cash flow in the third quarter.
Earnings · November 5, 2026

Energy Transfer Lifts 2026 EBITDA Outlook After Record Volumes

Third-quarter Adjusted EBITDA was $5.03 billion, and the partnership now sees full-year 2026 Adjusted EBITDA of $19.7 billion to $19.9 billion.
Earnings · November 5, 2026

eGain Revenue Beats High End of Guidance

Fiscal 2027 first-quarter revenue was $21.9 million, above the high end of the company's outlook, as AI customer revenue reached $14.4 million.
Earnings · November 5, 2026

Duke Energy Narrows 2026 Adjusted EPS Range

Third-quarter adjusted earnings were $1.99 a share, and the company said year-to-date results position it near the top of a $6.70-to-$6.80 range.
Earnings · November 5, 2026

Caribou Reports Narrower Third-Quarter Net Loss, Plans to Halt Vispa-cel and CB-011

The company posted $1.6 million in licensing and other third-party revenue and a $26.6 million GAAP net loss, or $0.25 a share, in the three months ended September 30, 2026. It does not intend to provide further updates on strategic alternatives unless and until the board approves a course of action, the review concludes, or disclosure is otherwise determined to be appropriate or required.
Earnings · November 5, 2026

Cooper-Standard Cuts 2026 Adjusted EBITDA Outlook

The supplier now sees full-year adjusted EBITDA of $235 million to $245 million after $148.8 million of third-quarter awards.
Earnings · November 5, 2026

Conduent Reverses EBITDA Decline, Reaffirms 2026 Outlook

Adjusted EBITDA from continuing operations rose to $36 million in the third quarter as the company closed the Transit sale and reaffirmed full-year Adjusted EBITDA of $140 million to $170 million.
Earnings · November 5, 2026

Commerce.com Revenue Turns Down After Two Quarters of Growth

Third-quarter revenue was $84.2 million, down 2.1% from a year earlier, as the company posted a $3.2 million GAAP net loss and launched a cost-cutting plan.
Earnings · November 5, 2026

Clean Energy Raises 2026 Adjusted EBITDA Outlook

The company lifted its 2026 adjusted EBITDA range to $75 million–$80 million after third-quarter adjusted EBITDA of $27.2 million and a swing in RNG upstream.
Earnings · November 5, 2026

Citizens Direct Premiums Rise 7% as Earnings Turn to Loss

Direct insurance premiums reached $50 million in the third quarter, up 7% from a year earlier, as first-year sales extended a sixteen-quarter year-over-year streak.
Earnings · November 5, 2026

Cigna Raises 2026 Adjusted Outlook to at Least $30.60 a Share

Third-quarter total revenues rose 6% to $73.7 billion as the company lifted its full-year adjusted income target by $0.15 a share.
Earnings · November 5, 2026

Camp4 Completes Global ASCEND Clearances, Targets Year-End Dosing

Cash and cash equivalents stood at $124.5 million as of September 30, 2026, after a $50.1 million second private-placement closing, with the company saying funds are expected to last through the end of 2028.
Earnings · November 5, 2026

Cardinal Health Lifts Fiscal 2027 Non-GAAP EPS Outlook

The pharmaceutical distributor reported first-quarter fiscal 2027 revenue of $67.5 billion and raised its full-year non-GAAP EPS range to $12.80 to $13.00.
Earnings · November 5, 2026

BRT's Third-Quarter Net Loss Widens as Joint-Venture Loss Grows

Third-quarter 2026 consolidated revenue was $24.735 million. Funds from operations were $0.26 a share and adjusted FFO $0.31 a share, with combined portfolio NOI at $15.1 million.
Earnings · November 5, 2026

Blend's Third-Quarter Revenue Growth Falls to 1%

The digital banking platform posted $32.9 million of third-quarter revenue and $4.9 million of non-GAAP operating income, and guided fourth-quarter revenue to $27.7 million–$29.7 million.
Earnings · November 5, 2026

BioAge Completes QUELL-CV Enrollment, Doses First DME Patient

The company posted a $33.5 million net loss, or $0.73 a share, as BGE-102 trial costs lifted research spending to $30.2 million.
Earnings · November 5, 2026

BD Lifts Fourth-Quarter Growth After Life Sciences Spin

Fourth-quarter revenue reached $5.27 billion, up 5.4% as reported and 5.6% foreign-currency neutral, with adjusted diluted EPS of $4.15.
Earnings · November 5, 2026

Biodesix Cuts 2026 Outlook After Growth Slows

Third-quarter revenue was $24.0 million, up 10% from a year earlier, as the company lowered full-year guidance to $101 million to $103 million.
Earnings · November 5, 2026

AerSale Reverses Second-Quarter Revenue Decline

Third-quarter revenue was $91.6 million, up 28.6% from a year earlier, after a 33.9% year-over-year drop in the second quarter.
Earnings · November 5, 2026

Air Products Posts $13.45 Adjusted EPS and 2027 Range

The industrial gases company posted fiscal 2026 adjusted earnings of $13.45 a share, 12 percent higher, and guided fiscal 2027 adjusted EPS to $14.15 to $14.50.
Earnings · November 5, 2026

Akebia Vafseo Sales Reverse After Sequential Gain

Vafseo net product revenue was $14.8 million in the third quarter, down from $21.3 million in the second quarter, as patients reached about 11,500.
Earnings · November 5, 2026

ANI Pharmaceuticals to Offer $560 Million for Egetis

The offer would add an FDA-approved therapy for MCT8 deficiency as ANI pushes its rare-disease transformation.
Deals · November 5, 2026

Xperi Third-Quarter Media Platform Revenue Doubles as Advertising Growth Accelerates

Advertising and related revenue reached $14.9 million in the third quarter as Media Platform revenue doubled year-over-year.
Earnings · November 4, 2026

Viemed Raises 2026 Revenue Floor After Record Quarter

Net revenue hit a record $80.7 million in the third quarter as attributable net income reached $4.6 million, or $0.11 a share.
Earnings · November 4, 2026

Unisys Raises 2026 Constant-Currency Revenue Outlook

Third-quarter revenue was $471.5 million, up 2.5% year over year, and the company lifted full-year constant-currency growth guidance to a 3.0% to 1.5% decline.
Earnings · November 4, 2026

Uber's Constant-Currency Bookings Growth Cools to 20%

Gross bookings reached $59.8 billion in the third quarter as non-GAAP operating income hit a record 3.9% of bookings.
Earnings · November 4, 2026

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