The Tip Desk

July 2026 — page 9

← All archives

Baker Hughes Completes $13.6 Billion Chart Industries Cash Deal

The acquisition expanded Baker Hughes’ industrial portfolio and recurring aftermarket-services business.
Deals · July 17, 2026

Lilly to Buy AtaiBeckley in $2.8 Billion Cash-and-CVR Deal

Eli Lilly's move for a clinical-stage psychedelics developer bets a milestone-laden contingent payout on turning a Breakthrough Therapy-designated depression drug into a marketed medicine.
Deals · July 17, 2026

ARRAY Technologies to Buy Affordable Wire Management in $203 Million Mixed Deal

The transaction would broaden ARRAY’s solar balance-of-system portfolio and open growth paths in battery storage and datacenters.
Deals · July 17, 2026

Vizsla Silver advances Panuco Project to mine construction

The mineral exploration company reported no substantial revenue for the year ended April 30, 2026
Earnings · July 17, 2026

Pembina Pipeline declares quarterly preferred share dividends

The energy transportation provider set a dividend of 0.425875 Canadian dollars for its Series 5 preferred shares
Earnings · July 17, 2026

AI Infrastructure Pivot Trumps Legacy Cloud Resale

Smaller firms are aggressively shedding low-margin legacy services to fund AI-driven ecosystems and specialized infrastructure.
Small-Cap Signal · July 16, 2026

Europe's Bank Margins Diverge as Returns Climb, Capital Slips

Europe's biggest banks are pulling in opposite directions on income and returns even as capital ratios thin out from Tokyo to Wall Street.
Systemic Banks Monitor · July 16, 2026

Hard Assets Draw Capital as Financing Costs Stay High

Long-duration property and infrastructure contracts are attracting fresh capital, while lenders are demanding rich returns and stronger collateral.
Financials Signal · July 16, 2026

EPA Stays Emission and Highway Sanctions for Pennsylvania

The EPA has issued an interim final determination to pause sanctions after Pennsylvania submitted revised air quality plans.
Rule Changes · July 16, 2026

EPA Redesignates Canton Area to Attainment for 2008 Lead Standard

The Environmental Protection Agency has approved Ohio's plan to move the Canton area from nonattainment to attainment status for lead air quality standards.
Rule Changes · July 16, 2026

Worthington Steel Swings to Loss on Impairments as Kloeckner Deal Closes

The steel processor posted a $57.6 million operating loss in its fiscal fourth quarter, dragged down by $94.5 million in Electrical Steel impairments and acquisition costs.
Earnings · July 16, 2026

UnitedHealth Raises Outlook as Earnings Rebound

The health-care company lifted its adjusted earnings forecast to $19.50 to $20.00 a share.
Earnings · July 16, 2026

United Raises 2026 Guidance After Fuel Spike

Second-quarter operating revenue reached $17.7 billion as the carrier lifted full-year adjusted EPS to $9.00–$11.00.
Earnings · July 16, 2026

RxSight Raises 2026 Revenue Outlook on Alcon Deal as Core Sales Slow

RxSight lifted its full-year revenue guidance to $140-160 million on new Alcon collaboration revenue even as it cut standalone sales guidance and preliminary second-quarter sales fell to about $27 million from $30.9 million in the first quarter.
Earnings · July 16, 2026

Progressive's Growth Engine Slows as Underwriting Margins Narrow

The auto and property insurer's combined ratio climbed to 87.3 in the second quarter, up 1.1 percentage points from a year earlier, as catastrophe losses and a deteriorating loss ratio weighed on results.
Earnings · July 16, 2026

Dorian LPG Profit Surges Tenfold as LPG Rates Climb

The liquefied-petroleum-gas carrier posted $1.90 a share in earnings for its fiscal fourth quarter, up from $0.19 a year earlier.
Earnings · July 16, 2026

Insmed revenue jumps 230% on brensocatib growth

Total company revenues reached $306.0 million for the first quarter of 2026
Earnings · July 16, 2026

Infinity Natural Resources Nearly Doubles Production on Antero Acquisition

The Appalachian Basin natural gas producer posted 299.3 MMcfe/d of net daily output in the first quarter, up 88% year over year.
Earnings · July 16, 2026

Gevo Says Second-Quarter Moves Could More Than Double 2026 Ebitda

The company said it is targeting more than $70 million in Section 45Z tax credits in 2026 after completing a Canadian CFR carbon pathway.
Earnings · July 16, 2026

General Electric raises full-year outlook as engine deliveries climb

Free cash flow rose 43% year-over-year to $3.0 billion in the second quarter.
Earnings · July 16, 2026

Citizens Sequential Fee Growth Rebounds After a First-Quarter Dip

Pre-provision net revenue reached $889 million as sequential NII growth accelerated to 4.4% and Capital Markets and Wealth fees hit records.
Earnings · July 16, 2026

Conagra Cuts Dividend in Half as New CEO Resets Guidance Lower

Conagra Brands posted a $2.0 billion goodwill impairment and slashed its dividend to $0.70 a share annualized as incoming CEO John Brase issued fiscal 2027 guidance below current-year results.
Earnings · July 16, 2026

Worthington Steel to Buy Kloeckner & Co in All-Cash Delisting Deal

The offer follows Worthington Steel's previous acquisition of a 62% stake in the German metals processor.
Deals · July 16, 2026

Uber to Buy Delivery Hero in $14.8 Billion All-Cash Deal

The combination would nearly double Uber’s markets offering both mobility and delivery services.
Deals · July 16, 2026

Dorian LPG Sells VLGC Corsair for $81.8 Million

The asset sale is part of a disciplined fleet renewal and expansion strategy to deliver long-term shareholder value.
Deals · July 16, 2026

ASP Isotopes to Acquire Quantum Leap Energy Notes in $109.2 Million Deal

The all-stock transaction aims to reduce the target's outstanding convertible notes by approximately 50% ahead of a planned public listing.
Deals · July 16, 2026

Silvercorp Metals revenue rises 70% in first quarter

The mining company reported revenue of $138.7 million for the quarter ended June 30, 2026
Earnings · July 16, 2026

US Treasury Yield Spread Widens to 0.40 Percentage Points

The 10-year minus 2-year Treasury yield spread rose on July 14 as Treasury rates shifted.
Economy Watch · July 15, 2026

Ares Management acquires Whitestone REIT in $1.7 billion deal

The transaction valued the retail property owner at $19.00 per share or unit.
Deals · July 15, 2026

Wabash Lifts Backlog Past $950 Million After Sales Rebound

Second-quarter net sales were estimated at $413 million to $421 million, above the $380 million to $400 million range issued in May.
Earnings · July 15, 2026

Virtu Trading Income Slides 8.7% as Market Calm Cuts Into Market Maker

Adjusted net trading income fell to $718 million in the second quarter, down 8.7% from the prior period, as normalized earnings per share slipped to $1.82.
Earnings · July 15, 2026

Ulta Beauty Lifts Profit Outlook as Gross Margin Hits Five-Quarter High

The beauty retailer posted $3.16 billion in first-quarter net sales, up 11.1% from a year earlier, and raised its full-year earnings guidance.
Earnings · July 15, 2026

Repay Raises Revenue Outlook 60% After Kubra Deal Closes

Repay Holdings lifted its full-year revenue outlook to $490-500 million from $340-346 million after closing its $372 million acquisition of Kubra, even as free cash flow conversion guidance was cut to roughly 30% from 45%.
Earnings · July 15, 2026

M&T Bank Net Interest Income Rises on Loan Growth

Taxable-equivalent net interest income increased 2% quarter-over-quarter to $1,804 million
Earnings · July 15, 2026

Pediatrix Posts 18% EBITDA Jump as Reimbursement Gains Offset Volume Decline

The neonatal and maternal-fetal medicine provider posted $58.2 million in first-quarter adjusted EBITDA, up 18% from a year earlier, while reaffirming its full-year outlook of $280 million to $300 million.
Earnings · July 15, 2026

Cheniere Energy raises full-year guidance on record export volumes

The company increased its 2026 consolidated adjusted EBITDA forecast to a range of $7.25 billion to $7.75 billion
Earnings · July 15, 2026

Ligand Lifts Outlook After $739 Million XOMA Royalty Deal

The royalty-focused drug company raised its full-year adjusted EPS guidance to a midpoint of $9.00, up roughly 6%, after closing its acquisition of XOMA Royalty.
Earnings · July 15, 2026

Hycroft Names New COO, Discloses No New Operating Metrics

Hycroft Mining Holding (HYMC) said its incoming chief operating officer starts Aug. 24, 2026, a leadership update that carried none of the resource, economic or cost figures included in its three prior releases.
Earnings · July 15, 2026

Liberty Media's F1 Profit More Than Doubles on Extra Race, Calendar Shift

Formula 1 swung to $107 million in operating income from a $28 million loss a year earlier, powered by a 53% revenue jump.
Earnings · July 15, 2026

flyExclusive Posts Second Straight Profit Quarter as Margins Expand

The charter operator's adjusted EBITDA reached $200,000 in Q1, marking its first consecutive profitable quarters ever.
Earnings · July 15, 2026

First Horizon NIM Dips as Deposit Costs Rise

Net interest margin fell 3 bps to 3.49% in the second quarter as brokered deposit costs climbed.
Earnings · July 15, 2026

First Bancorp NIM Expands 42 bps YoY as Deposit Costs Fall

The North Carolina community lender's net interest margin widened to 3.67% in the first quarter, its fifth consecutive quarterly expansion, as deposit costs dropped 18 basis points year over year.
Earnings · July 15, 2026

Fastenal Sales Growth Hits Five-Quarter High

The industrial distributor reported 14.7% year-over-year daily sales growth in the second quarter.
Earnings · July 15, 2026

Elevance Profit Slides as Medical Costs Climb

The health insurer reported second-quarter adjusted earnings of $7.45 a share, down 15.7% from a year earlier.
Earnings · July 15, 2026

Citigroup's Five Businesses All Grow Loans as Services Hits Record 30.9% RoTCE

Citigroup's net interest income rose 13% year over year in the second quarter as loan growth accelerated across every business line and Services delivered a record $6.4 billion in revenue.
Earnings · July 15, 2026

BNY's NIM Streak Hits Fourth Quarter as Deposits Dip and Buybacks Accelerate

Net interest margin at Bank of New York Mellon expanded for a fourth straight quarter to 1.45%, even as average deposits fell for the first time in five quarters and share repurchases rose to $1.1 billion.
Earnings · July 15, 2026

BlackRock inflows hit record $192 billion

The world’s largest asset manager saw long-term net inflows jump 46% sequentially to $199 billion in the second quarter.
Earnings · July 15, 2026

AngioDynamics Posts 8% Sales Growth as NanoKnife Surges 65%

NanoKnife revenue jumped 64.5% in the fiscal fourth quarter to $11.8 million, driving the medical-device maker's seventh straight quarter of double-digit Med Tech growth.
Earnings · July 15, 2026

Allstate Profit More Than Quadruples on Improved Underwriting Results

The insurer's net income reached $2.4 billion in the first quarter as its combined ratio improved 15.4 points to 82.0.
Earnings · July 15, 2026

Ligand Pharmaceuticals Completes Acquisition of XOMA Royalty in $739 Million Deal

The all-cash transaction expands Ligand's royalty portfolio to more than 200 assets and adds seven commercial products.
Deals · July 15, 2026