The Tip Desk

Large-Caps — page 5

Marriott Raises Annual Outlook as North American Demand Accelerates

Adjusted diluted earnings per share rose 20% to $3.19 in the second quarter.
Earnings · August 3, 2026

Brookfield Completes Oaktree Acquisition in $3 Billion Cash-and-Stock Deal

The acquisition broadens Brookfield’s global credit platform and brings Oaktree’s underwriting capabilities fully inside the asset manager.
Deals · August 3, 2026

Capital One Net Interest Income Rises 37% to $42.9 Billion

The credit-card-focused bank expanded its net interest margin by 96 bps to 7.84% for the full year.
Global Banks · August 2, 2026

Citigroup Investment Banking Fees Jump 20% as Full-Year Profit Climbs

Citigroup's full-year 2025 net income rose to $14.3 billion on revenue of $85.2 billion, up from $12.7 billion on $80.7 billion in 2024, as Banking and Markets carried the result.
Global Banks · August 2, 2026

Bank of America NII Rises 10% to $15.8 Billion

The largest U.S. bank by assets returned $8.4 billion to shareholders in the final period of 2025.
Global Banks · August 2, 2026

Amex Card Fee Revenue Hits 30th Straight Quarter of Double-Digit Growth

American Express said net card fee revenue climbed 14% to $117 per card in 2025, anchoring a 10% rise in total revenue to $72.2 billion.
Global Banks · August 2, 2026

MPLX Maintains Regional Gas Transmission Footprint Across New Mexico and Oklahoma

The company's midstream operations focused on interstate transmission services through its MarkWest subsidiaries during the 2024 reporting cycle.
Utility Annual Reviews · August 2, 2026

Moderna narrows quarterly loss as operating expenses decline

The biotechnology company reported a net loss of $0.8 billion for the second quarter, an improvement of $43 million over the prior year.
Earnings · July 31, 2026

Eaton Raises Outlook as Second-Quarter Sales Climb 21%

Organic growth reached 14% as demand strengthened across Eaton’s electrical businesses.
Earnings · July 31, 2026

Dominion Holds 2026 Guidance as Impairments Cut GAAP Profit

Dominion Energy (D) reported operating earnings of $0.79 a share for the second quarter, even as $704 million in nonregulated asset impairments pulled GAAP net income to $0.37 a share.
Earnings · July 31, 2026

Chevron Earnings Climb to $12.1 Billion on Production Growth

The energy giant reported a quarterly profit of $12.1 billion, up from $2.49 billion a year earlier.
Earnings · July 31, 2026

Ares Fee Earnings Jump 20% as AUM Hits Record $671 Billion

Fee Related Earnings at Ares Management (ARES) climbed 20% to $491.1 million in the second quarter, even as management-fee growth cooled to 14% from the 25% pace set earlier in the year.
Earnings · July 31, 2026

Yum Revenue Rises 12% as Taco Bell Offsets Pizza Hut

The restaurant operator opened 1,053 locations as worldwide unit count increased 5%.
Earnings · July 30, 2026

Xcel Profit Climbs as Energy Costs Fall

Operating margin widened to about 22.6% even as quarterly revenue declined.
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

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
Earnings · July 30, 2026

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.
Earnings · July 30, 2026

ICE to Buy MarketAxess in $5.7 Billion All-Cash Deal

Intercontinental Exchange said the acquisition would knit its retail bond and data franchise together with MarketAxess's institutional trading network to form a single fixed income marketplace.
Deals · July 30, 2026

Broadband losses deepen at major US providers

Charter, Comcast and Liberty Global all report accelerating declines in fixed-line subscribers and revenue.
Filing Trends · July 30, 2026

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%.
Earnings · July 29, 2026

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.
Earnings · July 29, 2026

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.
Earnings · July 29, 2026

S&P Global Lifts Profit as Ratings, Indices Drive Growth

Adjusted earnings rose 23% to $4.83 a share as margins widened.
Earnings · July 29, 2026

Sherwin-Williams Growth Accelerates, Lifts Full-Year EPS Guidance

Sherwin-Williams posted 7.5% sales growth and 14.3% diluted EPS growth in the second quarter, prompting the paint maker to raise its full-year earnings outlook for the first time this year.
Earnings · July 29, 2026