The Tip Desk

Small-Caps — page 6

Merit Medical Raises Full-Year Guidance as Growth Accelerates

Merit Medical Systems posted second-quarter revenue of $418.8 million, up 10% year over year, and raised its full-year revenue and profit guidance.
Earnings · July 31, 2026

ICE to Acquire MarketAxess for $6 Billion in Cash

Intercontinental Exchange agreed to buy MarketAxess Holdings (MKTX) for $167 a share in cash, a 33% premium, capping a stretch in which the bond-trading platform posted record first-quarter revenue of $233.4 million.
Earnings · July 31, 2026

Lear's Margins Widen as E-Systems Rebound Drives Earnings Growth

Lear posted second-quarter net income of $192.8 million, up 17% from a year earlier, as its electronics segment margin nearly doubled and the company raised its full-year guidance.
Earnings · July 31, 2026

Greif Profit More Than Doubles as Margins Widen, Debt Shrinks

Greif posted a 156.7% jump in net income to $78.8 million as gross margin expanded 650 basis points and leverage fell to 1.1x from 3.1x a year earlier.
Earnings · July 31, 2026

Cavco Profit Falls Even as Revenue and Backlog Climb

Cavco Industries closed its first quarter of fiscal 2027 with a backlog of $298 million, up more than 50% from three months earlier, even as per-share profit fell for the second time in three quarters.
Earnings · July 31, 2026

Cousins Properties Lifts FFO and Raises Full-Year Guidance

The Atlanta office landlord posted funds from operations of $0.75 a share in the second quarter, up from $0.70 a year earlier, as leasing pushed occupancy to its highest level since early 2020.
Earnings · July 31, 2026

Columbia's Profit Swing Rides One-Time Tariff Refund, Not Demand

Columbia Sportswear swung to $0.52 in diluted earnings per share in the second quarter, but a $78 million IEEPA tariff refund accounted for $0.93 of that figure, implying underlying results were negative.
Earnings · July 31, 2026

CNO Financial Lifts Guidance as Operating EPS Surges 45%

CNO Financial Group posted second-quarter operating earnings of $1.26 a share, up 45% from a year earlier, and raised its full-year outlook for the first time this year.
Earnings · July 31, 2026

Balchem's Sales Growth Hits Three-Quarter High, Nutrition Margins Widen

Balchem posted 11.2% net sales growth in the second quarter, its fastest pace in three quarters, as its Animal Nutrition and Health segment's operating earnings jumped 48.7%.
Earnings · July 31, 2026

Axos Loan Growth Slows, Deposits Jump on Jenius Deal, Credit Costs Ease

Net interest income rose 13.5% to $317.9 million at Axos Financial (AX) even as loan growth decelerated for a third straight quarter and CET1 slipped to 11.76%.
Earnings · July 31, 2026

Waystar Raises Guidance Even as Growth Engines Cool

Waystar posted 18% revenue growth to $319.7 million and raised its full-year outlook, even as volume-based revenue growth slowed to just 3% and net revenue retention fell to 108%.
Earnings · July 30, 2026

Sensata Posts Third Straight Quarter of Accelerating Growth

Sensata Technologies Holding reported second-quarter revenue of $990.6 million, up 5.0% year over year and marking the fastest organic growth pace in a year of sequential acceleration.
Earnings · July 30, 2026

Patterson-UTI Snaps Six-Quarter Slide as Pricing Turns Higher

Patterson-UTI Energy swung to a broad-based sequential rebound, with revenue climbing 10% to $1.2 billion and its rig count exit rate jumping to 96 from a 92 average.
Earnings · July 30, 2026

NorthWestern Energy Profit Growth Returns as Merger Nears Finish Line

NorthWestern Energy Group posted second-quarter adjusted earnings of $0.50 a share, up from $0.40 a year earlier, as its pending merger cleared every regulatory hurdle but Montana.
Earnings · July 30, 2026

Neogen Posts Fastest Core Growth of Fiscal Year, Guides Higher

Neogen (NEOG) closed fiscal 2026 with core revenue growth of 4.3% in the fourth quarter, its strongest quarterly pace of the year, as gross margin widened to 47.8% from 41.2%.
Earnings · July 30, 2026

McGrath RentCorp Profit Slips as Sales Deals Slide to Later Quarters

McGrath RentCorp reported second-quarter net income of $33.7 million, down from $36.0 million a year earlier, as a 34% drop in sales revenue offset gains in its rental business.
Earnings · July 30, 2026

Laureate Education Raises Full-Year Guidance as Peru Growth Offsets Mexico Margin Strain

Laureate Education's second-quarter revenue rose 17% to $615.9 million, prompting the for-profit university operator to raise its full-year outlook for the second straight quarter.
Earnings · July 30, 2026

KBR Revenue Growth Returns as Spin-Off Cash Costs Mount

KBR posted revenue up 2% to $2.0 billion, its first quarterly growth in three quarters, even as operating cash flow fell 77% and new spin-off charges pressured margins.
Earnings · July 30, 2026

Green Brick Orders Jump 19% as Home Prices Keep Sliding

Green Brick Partners posted a 19% jump in net new home orders even as revenue fell 9.9% to $481.6 million on lower prices.
Earnings · July 30, 2026

Comstock Resources Sells Pinnacle Stake as Gas Prices Slide

Comstock Resources reported adjusted net income of $8.3 million, an 81% sequential drop, as realized gas prices fell to $2.93/Mcfe.
Earnings · July 30, 2026

Churchill Downs Posts Record Revenue as Growth Cools

Churchill Downs (CHDN) reported record net revenue of $980 million for the second quarter, up 5% from a year earlier as growth decelerated from the double-digit pace seen in late 2025.
Earnings · July 30, 2026

Blackstone Mortgage Trust Posts Loss as Reserves Nearly Triple

Blackstone Mortgage Trust swung to an $81.2 million net loss in the second quarter as credit-loss provisions tripled from a year earlier.
Earnings · July 30, 2026

Boot Barn Profit Jumps on Tariff Refunds as Growth Cools

Boot Barn Holdings posted a 32% jump in diluted earnings to $2.29 a share, but same-store sales growth slowed to 4.7% and July trends turned flat, prompting cautious full-year guidance.
Earnings · July 30, 2026

PHINIA to Buy stoba Group in Supply-Chain Deal

The acquisition would expand PHINIA’s manufacturing capabilities and give it greater control and flexibility across its supply chain.
Deals · July 30, 2026

Intercontinental Exchange to Buy MarketAxess in $5.7 Billion Cash Deal

The acquisition combines two complementary platforms to create an integrated fixed income ecosystem spanning execution, data, and analytics.
Deals · 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

Group 1 Automotive to Acquire Hennessy Automobile Companies in Asset Purchase

The acquisition is designed to expand the company's footprint in the Atlanta market to enhance operational efficiency.
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

Semiconductor Firms Brace for Hardening China Export Controls

Equipment and chip makers are navigating a tightening web of U.S., Dutch, and Japanese restrictions that limit access to advanced nodes and critical components.
Theme Survey · July 29, 2026

Werner Swings to Profit as FirstFleet Deal Powers Freight Recovery

Werner Enterprises posted 24% revenue growth and its best truckload pricing gains in a decade even as GAAP profit fell 85% against a year-ago legal settlement.
Earnings · July 29, 2026