The Tip Desk

Large-Caps — page 6

PayPal Revenue Growth Reaccelerates as Cash Flow Rebounds

PayPal reported second-quarter net revenue of $8.68 billion, up 5% from a year earlier and a sequential acceleration after a decline in the first quarter.
Earnings · July 29, 2026

P&G Growth Stalls to Flat as Margins and Profit Slide

Procter & Gamble's organic sales growth fell to 0% in its fiscal fourth quarter, erasing a third-quarter acceleration and dragging Core EPS down 3% to $1.43.
Earnings · July 29, 2026

O'Reilly Growth Cools as Leverage Rises With Buybacks

O'Reilly Automotive posted second-quarter diluted EPS of $0.86, up 10% from a year earlier but a slower pace than the 16% growth it logged in the first quarter.
Earnings · July 29, 2026

L3Harris Cash Flow Swings Positive as Guidance Rises Again

L3Harris Technologies posted $879 million in operating cash flow in the second quarter, a reversal from a $95 million shortfall three months earlier.
Earnings · July 29, 2026

Illinois Tool Works Raises Outlook as Organic Growth Accelerates

Operating income reached a company-record $1.147 billion as margins widened.
Earnings · July 29, 2026

Corning's Optical and AI Bets Push Ninth Straight Growth Quarter

Corning posted 17% core sales growth to $4.74 billion in the second quarter, its ninth consecutive quarter of year-over-year gains, while naming Amazon and NVIDIA as new optical-networking partners.
Earnings · July 29, 2026

General Dynamics earnings rise as aerospace deliveries climb

The aerospace and defense company reported diluted earnings per share of $4.24 for the second quarter.
Earnings · July 29, 2026

Flex Posts Fastest Revenue Growth in a Year, Raises Guidance Again

Flex reported net sales of $7.9 billion, up 21% year over year, marking its fastest growth pace in four quarters even as free cash flow fell to $41 million.
Earnings · July 29, 2026

Ford Raises Full-Year Profit Outlook Despite Revenue Decline

The automaker raised its full-year adjusted EBIT guidance to as high as $11.0 billion.
Earnings · July 29, 2026

Ecolab raises organic sales growth as high-tech demand accelerates

The water and hygiene services provider reported adjusted diluted earnings per share of $2.09 for the second quarter.
Earnings · July 29, 2026

Carvana Growth Cools as Margins Keep Expanding

Carvana posted a record $680 million in quarterly operating income even as retail unit growth slowed for a third straight quarter.
Earnings · July 29, 2026

Boeing Turns Cash Flow Positive as 737 Output Climbs to 47 a Month

Boeing (BA) generated $631 million in free cash flow and lifted 737 production to 47 jets a month, even as a defense charge kept the company in the red.
Earnings · July 29, 2026

Amphenol Forecasts Further Growth After Communications-Led Quarter

Orders reached a record $10.7 billion as demand continued to outpace sales.
Earnings · July 29, 2026

Aon Posts Slower Revenue Growth, Reaffirms Outlook

The company repurchased $600 million of shares, surpassing its full-year buyback objective.
Earnings · July 29, 2026

ADP reports 7% revenue growth for fiscal 2026

The human capital management provider expects adjusted diluted EPS to grow between 9% and 11% in fiscal 2027.
Earnings · July 29, 2026

Arch Capital's Profit Slips as Insurance Underwriting Falters

Arch Capital Group reported net income of $1.0 billion, or $3.00 a share, down from $1.2 billion a year earlier as its insurance segment's underwriting income fell 79% to $27 million.
Earnings · July 29, 2026

AT&T Closes $23 Billion EchoStar Spectrum Deal

The spectrum purchase expands AT&T’s nationwide 5G capacity and supports its push to combine wireless and home internet services.
Deals · July 29, 2026

Energy Transfer Expands Gulf Coast Footprint Through Strategic Acquisitions

The midstream operator integrated Buckeye and Gulf Coast assets while streamlining Permian terminal holdings to optimize its crude and product pipeline network.
Utility Annual Reviews · July 26, 2026

Kinder Morgan Navigates Leadership Turnover Across Interstate Pipeline Network

The infrastructure giant managed critical rate adjustments and LNG send-out capacities while facing a wave of executive resignations across its subsidiaries.
Utility Annual Reviews · July 26, 2026

Energy Transfer Manages Regulatory Shifts Across Interstate Pipeline Portfolio

The company navigated material legal proceedings and rate adjustments across its multi-state gas transmission network in 2024.
Utility Annual Reviews · July 26, 2026

American Electric Power leverages FERC orders to boost non-operating income

The multi-state utility shifted its Texas footprint toward a pure transmission model while navigating high customer concentration in Kentucky and Texas.
Utility Annual Reviews · July 26, 2026

Enterprise Products Expands Midstream Footprint Through Strategic Asset Consolidation

The partnership integrated new pipeline entities and finalized ownership of Wilprise to streamline its regulated transport network.
Utility Annual Reviews · July 25, 2026

Ameren expands MISO transmission footprint through multi-billion dollar project awards

The holding company leveraged formula ratemaking and securitization tools to fund grid expansion and the accelerated retirement of coal assets.
Utility Annual Reviews · July 25, 2026

An Appellate Ruling Narrows a Long-Running Software Patent Fight

The court vacated the damages award but left liability intact, sending the number — not the question — back for retrial.
Legal Watch · July 24, 2026

Elevance Health Insiders Lead Weekly Buying Clusters

Concentrated open-market purchases emerged across six companies, led by a $1.4 million commitment at Elevance Health.
Insider Signal · July 24, 2026

Verizon Raises Full-Year Outlook as Service Revenue Accelerates

The telecommunications provider expanded its full-year adjusted EPS growth guidance to a range of 6.0% to 7.0%.
Earnings · July 24, 2026

Revenue Rebounds as Acquisition Masks Core Decline

Revenue reached $8.97 billion as cash generation strengthened from the previous quarter.
Earnings · July 24, 2026

Prudential Advances Reimbursements, Tightens Sales Oversight

The insurer had addressed ¥2.85 billion of the original ¥3.08 billion in claims by July 8.
Earnings · July 24, 2026

NextEra Energy raises growth targets following Dominion Energy merger proposal

Consolidated GAAP net income rose to $3.144 billion in the second quarter
Earnings · July 24, 2026

Second Request Lands on a $9 Billion Medical-Device Merger

Antitrust reviewers asked for more information, pushing the expected close into next year and putting the overlap analysis on the record.
Legal Watch · July 23, 2026