The Tip Desk

July 2026 — page 2

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USA Rare Earth to Acquire Carester Assets in France Processing Deal

The asset purchase deepens USA Rare Earth's April stake in the French separation specialist into full ownership of its processing platform, tying Carester's output to feedstock from Round Top and Serra Verde.
Deals · July 23, 2026

Mapfre to Buy Safety Insurance in $1.54 Billion Cash Deal

The combination would give the New England insurer Mapfre’s global resources while preserving its regional brand and agency relationships.
Deals · July 23, 2026

Northrim to Buy PBCO Financial in $167.3 Million All-Stock Deal

The merger gives Northrim Bancorp its first out-of-state branch expansion, extending the Alaska lender's community banking franchise into Southern Oregon and the Willamette Valley.
Deals · July 23, 2026

LightPath to Sell China Unit, Completing NDAA-Compliant Pivot

LightPath Technologies agreed to divest its Zhenjiang, China manufacturing operations for $4.5 million, capping a multi-year shift to a fully Western-aligned supply chain for defense optics.
Deals · July 23, 2026

Repligen to Buy BioLife in $1.5 Billion Cash-and-Stock Deal

The acquisition would expand Repligen’s cell-therapy offering with a biopreservation business built on recurring consumables revenue.
Deals · July 23, 2026

Akzo Nobel to Buy Axalta Coating Systems in All-Stock Deal

The companies refined governance arrangements following shareholder dialogue to create a premier global coatings entity.
Deals · July 23, 2026

June Budget Deficit Narrows to $120.3 Billion

Federal receipts climbed from May levels while outlays dipped slightly, though the monthly deficit remains significantly higher than a year ago.
Treasury Fiscal Note · July 22, 2026

A Consent Order Lands on a Regional Lender's BSA Program

The order caps asset growth until remediation is certified — a constraint that binds strategy, not just compliance.
Legal Watch · July 22, 2026

Kubota Lifts Full-Year Outlook as North American Demand Steadies

The tractor maker raised its operating-profit guide after two quarters of destocking ended in its largest overseas market.
Earnings · July 22, 2026

LVMH Fashion Margins Hold as Asian Volumes Stabilise

Organic growth returned to the flagship division, and the company held pricing rather than chasing volume.
Earnings · July 22, 2026

Passive Ownership Shifts in Index Holdings

Recent data shows significant changes in the share of reported holdings held by passive funds.
Passive Ownership Watch · July 22, 2026

Packaged Food's Margin Cushion Is Thinning

Across a slice of branded food companies, pricing and productivity are still absorbing input-cost shocks that briefly broke through at one name, but the volume damage from those same price increases is starting to show up underneath the numbers.
Fathom Files · July 22, 2026

Wabtec Raises Outlook as Sales Growth Accelerates

Operating cash flow more than doubled to $441 million as conversion reached 82%.
Earnings · July 22, 2026

TE Connectivity's Organic Growth Reaccelerates as Industrial Overtakes Autos

TE Connectivity posted record adjusted earnings of $2.94 a share, even as operating-margin gains and free cash flow both cooled from prior quarters.
Earnings · July 22, 2026

AT&T Expands Profit as Connectivity Growth Accelerates

Free cash flow rebounded to $4.7 billion, nearly doubling from the first quarter.
Earnings · July 22, 2026

Southern Copper Posts Record Profit as Metal Prices Climb

Adjusted EBITDA reached $2.856 billion as the margin widened to 66.6%.
Earnings · July 22, 2026

Philip Morris Posts Record Revenue as Pricing Lifts Growth

Adjusted operating margin widened 0.7 percentage point to 42.6% in the second quarter.
Earnings · July 22, 2026

Northern Trust Raises Dividend as Net Interest Income Climbs

The custody-and-asset-management franchise reported a 1.81% net interest margin and a 10% increase to its quarterly dividend.
Earnings · July 22, 2026

Moody's Revenue Accelerates as Transactional Volume Gains Momentum

The financial services provider reported second-quarter revenue of $2.2 billion, a 15% increase from the prior year.
Earnings · July 22, 2026

GE Vernova Raises Cash-Flow Guidance as Power Backlog Swells

GE Vernova posted 88% organic order growth and lifted its 2026 free-cash-flow target to $11.5-$12.5 billion, nearly double the range it set at the start of the year.
Earnings · July 22, 2026

TE Connectivity to Buy Astrodyne TDI in $1.4 Billion Deal

TE Connectivity is deepening its bet on mission-critical power management with a second nine-figure acquisition inside eighteen months.
Deals · July 22, 2026

Repligen to Buy BioLife Solutions in $1.5 Billion Mixed Deal

The acquisition would expand Repligen’s cell-therapy offering with a high-margin consumables business built on recurring revenue.
Deals · July 22, 2026

Public Storage Completes $10.5 Billion National Storage Affiliates Deal

The all-stock acquisition expanded Public Storage’s global platform to more than 4,500 properties.
Deals · July 22, 2026

Progress Software to Buy Domo AI and Data Business for $400 Million

The asset purchase allows Progress to integrate Domo's data platform while the target preserves over $900 million in tax attributes.
Deals · July 22, 2026

NOVAGOLD to Buy Paulson Donlin Stake in $4.2 Billion All-Stock Deal

The consolidation would give the gold developer a streamlined structure for advancing and financing Donlin Gold.
Deals · July 22, 2026

Rocket Lab to Buy Iridium in $8 Billion Mixed-Cash Deal

The acquisition vertically integrates Rocket Lab's launch and satellite manufacturing with Iridium's global communications network and L-band spectrum.
Deals · July 22, 2026

Vita Coco Buys Copra in $175 Million Mixed-Consideration Deal

The acquisition added coconut-water capacity and tied further payments to Copra’s 2028 financial performance.
Deals · July 22, 2026

American Industrial Partners to Buy Avanos in $1.27 Billion Cash Deal

The transaction would give Avanos greater flexibility and resources to expand its medical-device business as a private company.
Deals · July 22, 2026

SEC Presses Insurers and GM to Strip Non-GAAP Cushioning

Staff comment letters in June pushed Prudential to abandon a flagship adjusted-earnings metric and forced General Motors to simplify segment math, part of a broader crackdown on non-GAAP presentation.
SEC Correspondence Watch · July 22, 2026

A Data-Infrastructure IPO Prices Above Range, Then Trades Through It

The first sizeable software listing of the half priced at $31 and closed its first session well above, reopening a shut window.
IPO Watch · July 21, 2026

Melrose to Separate Its Aerospace Aftermarket Business

The demerger would leave two companies with very different capital intensities and very different multiples.
Deals · July 21, 2026

Valmont Raises Outlook as Infrastructure Growth Accelerates

Second-quarter net sales reached $1.119 billion, up 6.5% from a year earlier.
Earnings · July 21, 2026

Synchrony Profit Falls 8% as Credit Quality Improves, Growth Returns

Synchrony Financial reported second-quarter net earnings of $885 million, down 8% from a year earlier, even as purchase volume hit an all-time high of $49.8 billion.
Earnings · July 21, 2026

NeoGenomics revenue rises 11% as NGS growth slows

The oncology diagnostics company reported fourth-quarter revenue of $190 million.
Earnings · July 21, 2026

MSCI Raises Cash-Flow Outlook as Subscription Growth Accelerates

The index and analytics provider posted second-quarter revenue of $867.0 million.
Earnings · July 21, 2026

Marsh & McLennan Underlying Revenue Growth Accelerates

The professional services firm reported adjusted earnings per share of $9.02, a 9% increase from the prior year.
Earnings · July 21, 2026

KeyCorp Lifts Interest Income as Margin Gains Slow

Taxable-equivalent net interest income rose 2.3% sequentially to $1.258 billion.
Earnings · July 21, 2026

Hasbro Raises Full-Year Outlook as Digital Gaming Gains Accelerate

The toy and game maker raised its full-year revenue guidance to a range of 5% to 7% in constant currency.
Earnings · July 21, 2026

Equifax Revenue Growth Accelerates Despite Legal Charge on Net Income

Equifax posted revenue of $1.700 billion in the second quarter, up 11% from a year earlier, even as a new legal settlement charge pulled net income down 4%.
Earnings · July 21, 2026

Danaher Raises Profit Outlook as Core Growth Accelerates

The company lifted its full-year adjusted earnings forecast to $8.45 to $8.60 a share.
Earnings · July 21, 2026

Santander's Webster Acquisition Clears ECB, Awaits Fed Sign-Off

Banco Santander's cash-and-stock purchase of Webster Financial has cleared shareholder, OCC and ECB approval, leaving only the Federal Reserve between the deal and a second-half 2026 close.[1]
Deals · July 21, 2026

Mavis Tire Express to Buy Pep Boys in $700 Million Cash Deal

The acquisition expands Mavis's retail footprint across the Western United States and grows its network to more than 4,400 service centers [1].
Deals · July 21, 2026

First Financial to Buy Finward in All-Stock Deal

The transaction would extend First Financial’s reach across northwest Indiana and Chicago through a 24-location, low-cost deposit franchise.
Deals · July 21, 2026

CMA CGM Group to Buy FedEx Supply Chain in $1.4 Billion Deal

The divestiture is part of a strategic portfolio streamlining effort by FedEx as it reshapes its global logistics footprint.
Deals · July 21, 2026

EQT Completes $77 Million Acquisition of Blackline Midstream

The all-cash asset deal gives EQT (EQT) new propane infrastructure to sharpen flow assurance and open international supply channels as it deepens its vertical-integration push.
Deals · July 21, 2026

Equifax to Buy Círculo de Crédito in $750 Million Mexico Deal

Equifax is adding Mexico's fastest-growing credit bureau in a bolt-on that fits the company's stated formula of accretive acquisitions paired with continued shareholder returns.
Deals · July 21, 2026

NTT Data to Buy a German Cloud Integrator for €640 Million

The purchase extends a run of mid-sized European acquisitions by Japanese IT services groups.
Deals · July 20, 2026

Baxter Recalls Hillrom Volara Patient Circuits

Baxter International recalled the Hillrom Volara P.Circuit 5Kit due to reports of air and medication leakage from the nebulizer cup.
FDA · July 20, 2026

Baxter Recalls Hillrom Volara Patient Circuit

Baxter recalled a Hillrom Volara patient circuit after reports of air and medication leakage from the nebulizer cup during therapy.
FDA · July 20, 2026

Baxter Recalls Hillrom Volara Circuit Kits in Class I Action

Baxter International recalled Hillrom Volara System patient circuit kits after the FDA said a nebulizer cup could leak air and medication during therapy, designating the action Class I.
FDA · July 20, 2026