The Tip Desk

August 2026 — page 10

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Dream Finders Homes to Buy Beazer Homes in $2.2 Billion Cash Deal

The acquisition will create the sixth-largest U.S. homebuilder by revenue, with Dream Finders targeting double-digit EPS accretion in the first full year.
Deals · August 7, 2026

Brady Completes $1.4 Billion Cash Purchase of Honeywell's PSS Unit

The deal folds Honeywell's mobile-computing and scanning business into Brady's identification and safety portfolio, pushing the combined company into a $9 billion productivity-solutions market.
Deals · August 7, 2026

ARKO to Buy U.S. Petroleum Partners Business for $205 Million

The transaction would broaden ARKO Petroleum’s platform and accelerate the growth strategy set at its initial public offering.
Deals · August 7, 2026

Loan Stress Moves Into Foreclosures

Credit stress intensified across four US lenders and finance companies as higher rates pushed concentrated loan problems from modification into foreclosure and charge-off activity.
Filing Trends · August 7, 2026

Western Copper & Gold raises 92 million Canadian dollars in offering

The exploration company completed a bought deal public offering of 22,169,125 common shares on February 26, 2026.
Earnings · August 7, 2026

IAMGOLD Reports Second Quarter Adjusted EBITDA of $507.3 Million

The gold producer returned nearly $150 million to shareholders through share buybacks during the quarter.
Earnings · August 7, 2026

Galiano Gold Net Income Hits 68.9 Million in Second Quarter

The gold mining company reported a 20% increase in gold ounces sold during the second quarter of 2026.
Earnings · August 7, 2026

B2Gold Net Income Rises to $625 Million for First Half

The gold producer reported a 59% increase in first-half gold revenue to $1.95 billion
Earnings · August 7, 2026

Algonquin Power Announces Intention to Redomicile to United States

The utility provider reported second-quarter revenue of $543.9 million, an increase of $16.1 million over the prior year.
Earnings · August 7, 2026

State Intervention and the New Geopolitics of Trade

New research highlights how government policy is actively shaping global trade surpluses, maritime infrastructure, and the stability of digital assets.
Working-Paper Digest · August 6, 2026

U.S. Crude and Natural Gas Inventories Climb in July Print

Weekly EIA data shows a surprise build in crude oil stocks and a 33 bcf injection of natural gas.
Weekly Energy Prints · August 6, 2026

Small Caps Leverage Pricing Power Amidst Input Volatility

Smaller companies are successfully raising prices and subscription fees to offset rising costs and shifting consumer behavior.
Small-Cap Signal · August 6, 2026

Diamondback Energy sells mineral interests to Viper Energy

The companies entered a definitive purchase agreement for royalty interests in exchange for units and Class B common stock.
Stake Watch · August 6, 2026

SEC Reverts Governance Standards for Regulated Funds

Technical amendments remove disinterested director thresholds and chairman requirements following a court vacatur.
Rule Changes · August 6, 2026

EPA Grants Alaska Final Authorization for Hazardous Waste Program

Alaska will now operate its own hazardous waste program in lieu of the federal system in most areas of the state.
Rule Changes · August 6, 2026

FDA Reclassifies Fludeoxyglucose F18 Radiation Therapy Systems

The agency moved the guided radiation therapy system to class II to reduce regulatory burdens and expand patient access.
Rule Changes · August 6, 2026

Zoetis Cuts Outlook as U.S. Pet-Drug Weakness Persists

The animal-health company lowered its full-year adjusted earnings forecast to $6.15 to $6.25 a share.
Earnings · August 6, 2026

Zentalis Completes DENALI Enrollment, Pushes Readout to 2027

Cash, cash equivalents and marketable securities stood at $174.6 million as of June 30, 2026, which the company said funds operations into late 2027.
Earnings · August 6, 2026

Whitehawk Extends Cash Runway Into Second Half of 2028

Cash, cash equivalents and short-term investments reached $190.0 million after an $87.5 million May private placement, and the company said that balance is anticipated to fund operations into 2H 2028.
Earnings · August 6, 2026

Warner Bros. Discovery Profit Craters Ahead of Paramount Deal

Warner Bros. Discovery (WBD) reported net income tumbled 91% to $149 million as Studios weakness deepened even while streaming carried the quarter.
Earnings · August 6, 2026

Voyager’s Alzheimer’s Gene Therapy Cleared For Human Testing

Voyager ended June with $148.8 million in liquid resources and said it expects two Alzheimer’s development milestones in the fourth quarter.
Earnings · August 6, 2026

TechTarget Reverses First-Quarter Growth and Restates 2026 Targets

Second-quarter revenue was $116.1 million, down 3.2% from a year earlier, after a 2.1% year-over-year increase in the first quarter.
Earnings · August 6, 2026

Targa Posts Record EBITDA as Fee-Based Growth Accelerates

Second-quarter adjusted EBITDA reached $1.603 billion, up 14% sequentially.
Earnings · August 6, 2026

TriSalus Restores Sequential Revenue After Expansion Dip

TriNav sales reached $11.4 million in the second quarter as the company kept 2026 guidance at $54 million to $57 million.
Earnings · August 6, 2026

BlackRock TCP Capital Sells $523 Million Portfolio Stake

The sale is expected to cut net leverage to about 0.4x and trim NAV by $0.68 a share.
Deals · August 6, 2026

Molson Coors Volume Slide Deepens as Costs Escalate

Molson Coors Beverage (TAP-A) reported second-quarter net sales fell 3.3% to $3.10 billion as volume declined 5.4% and mark-to-market commodity losses cut into profit.
Earnings · August 6, 2026

Silvaco Posts First Non-GAAP Operating Profit in Two Years

Second-quarter revenue of $17.8 million rose 48% after 26% growth in the first quarter, and non-GAAP operating income reached $0.6 million.
Earnings · August 6, 2026

SIGA Completes 19C Stockpile Deliveries After Quiet Quarters

The smallpox-drug maker booked $41.0 million of revenue and $12.5 million of net income in the three months ended June 30, 2026, after two consecutive quarters of losses.
Earnings · August 6, 2026

Runway Growth Restores Net Investment Income After SWK Close

Net investment income was $18.2 million, or $0.43 a share, as the specialty finance company closed the SWK Holdings deal and lifted the portfolio to $1.2 billion.
Earnings · August 6, 2026

Cartesian Extends Cash Runway Into 2028 After K2HV Loan

Cash, cash equivalents and restricted cash stood at $149.3 million after a $50 million K2 HealthVentures term loan and $19.3 million of year-to-date ATM proceeds.
Earnings · August 6, 2026

BRC Group's Core Operating Profit Reaches Highest Since Late 2023

Operating Adjusted EBITDA was $66.0 million in the second quarter as net income available to common shareholders was $18.5 million.
Earnings · August 6, 2026

AVITA Medical Raises 2026 Guidance After Record Quarter

Second-quarter revenue hit a record $21.7 million, up 18% from a year earlier, and the company lifted its full-year range to $86 million to $89 million.
Earnings · August 6, 2026

Ready Capital’s Distributable Loss Narrowed After First-Quarter Widening

Ready Capital reported a distributable loss of $0.47 a share for the June quarter while keeping its focus on fourth-quarter debt maturities.
Earnings · August 6, 2026

CPI Card Group Lifts 2026 Revenue and Cash-Flow Outlook

Second-quarter revenue rose 15% to $149.2 million as the company raised 2026 free-cash-flow guidance to $45 million–$50 million.
Earnings · August 6, 2026

Palladyne AI Reiterates 2026 Guidance After Record Quarter

Second-quarter revenue reached $5.8 million, and the company kept its $24 million to $27 million full-year outlook intact.
Earnings · August 6, 2026

Montauk's Second-Quarter Revenue Growth Accelerates

Revenue reached $54.0 million, up 19.7% from a year earlier, as Adjusted EBITDA rose 144.5% to $12.3 million.
Earnings · August 6, 2026

Lee Raises Fiscal 2026 Ebitda Outlook After Profit Return

The company now expects 22% to 28% year-over-year Adjusted EBITDA growth, after a $5 million net income in the quarter ended June 28, 2026.
Earnings · August 6, 2026

Lifetime Brands Raises 2026 Earnings Outlook After Tariff Refunds

The home-products marketer booked a $40.1 million tariff refund, swung to $19.6 million of net income, or $0.87 a share, and lifted full-year profit guidance.
Earnings · August 6, 2026

Lineage Chose Animal Testing for New Corneal Cell Therapy

The biotechnology developer reported $4.8 million in quarterly research spending as its new COR1 eye-disease program cleared internal criteria for further preclinical work.
Earnings · August 6, 2026

Kenvue Sales Rise as Volume Growth Returns

Adjusted earnings rose 7% to $0.31 a share despite pressure from tariffs and inflation.
Earnings · August 6, 2026

Korro Bio Adds Drug Candidate for Genetic Liver and Lung Disease

The RNA-editing drug developer ended June with $137.9 million in cash and securities, which it expects to fund operations into the second half of 2028.
Earnings · August 6, 2026

Keurig Dr Pepper Profit Rebounded After JDE Peet’s Acquisition

Net sales reached $7.31 billion after the April acquisition transformed the beverage maker’s business.
Earnings · August 6, 2026

Howmet Raises Outlook as Aerospace Demand Accelerates

Second-quarter revenue reached $2.547 billion, topping the high end of Howmet’s prior guidance by $137 million.
Earnings · August 6, 2026

Friedman Posts Record Volume and Lifts Earnings

Net earnings reached $12.8 million, or $1.79 a share, on sales of $240.0 million as volume hit about 206,000 tons.
Earnings · August 6, 2026

Expensify Lifts Full-Year Free Cash Flow Outlook

The company now estimates $12.0 million to $14.0 million of free cash flow for the year ending December 31, 2026, after a $6.4 million second-quarter print.
Earnings · August 6, 2026

Precision BioSciences Reports First Biopsy Proof of cccDNA Elimination

Liver biopsies in ELIMINATE-B showed a 1-log cccDNA drop with under 1% remaining after two PBGENE-HBV doses, and cash stood at $112.4 million at June 30.
Earnings · August 6, 2026

Cerence Authorizes First Share Repurchase Program

The board approved up to $30 million of buybacks as third-quarter revenue reached $69.6 million and Adjusted EBITDA rose 50% to $13.5 million.
Earnings · August 6, 2026

Corbus Wins FDA Clearance for CRB-701 Phase 3 Trial

Cash of $117.9 million is expected to fund operations into 2028 as the company prepares two September clinical milestones.
Earnings · August 6, 2026

Commerce.com's Revenue Growth Stalls After First-Quarter Rebound

Second-quarter revenue was $84.5 million, up 0.1% from a year earlier, after 5% growth in the first quarter, as subscription solutions turned negative.
Earnings · August 6, 2026

Citizens Swings to a Loss as Endowment Maturities Recede

Direct insurance premiums reached $48.1 million in the second quarter, the fifteenth straight year-over-year gain in first-year premium.
Earnings · August 6, 2026