The Tip Desk

August 2026 — page 13

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Rockwell Automation Raises Full-Year Outlook as Software Sales Climb

The industrial automation provider increased its fiscal 2026 diluted EPS guidance to a range of $12.72 to $13.02.
Earnings · August 4, 2026

Pfizer Swings to Loss on $4.3 Billion Impairment as Growth Slows

Pfizer posted a reported loss of $(0.04) a share in the second quarter after taking $4.3 billion in non-cash intangible impairments, even as it raised full-year revenue guidance by $500 million.
Earnings · August 4, 2026

PAMT Reverses First-Quarter Revenue Decline

Second-quarter operating revenue reached $164.7 million as the truckload carrier booked a $3.1 million auto-liability accrual.
Earnings · August 4, 2026

Niagen Launches NB4168 Drug Candidate and Telehealth Platform

Second-quarter net sales were $29.8 million, including $24.2 million from Tru Niagen, as the company introduced NB4168 and a Niagen Plus telehealth channel.
Earnings · August 4, 2026

Merck Raises Sales Outlook as Acquisition Charge Drives Loss

Quarterly sales increased to $16.607 billion as cancer-drug demand offset declining diabetes revenue.
Earnings · August 4, 2026

McDonald’s Sales Growth Slows as U.S. Traffic Turns Negative

Second-quarter revenue increased 4% to $7.10 billion as growth moderated across McDonald’s major markets.
Earnings · August 4, 2026

LoanDepot Narrows Loss as Home Equity Mix Lifts Margin

Second-quarter revenue reached $337 million as pull-through weighted gain on sale margin rose to 345 basis points.
Earnings · August 4, 2026

InfuSystem Oncology Crosses $20 Million in a Quarter

Net revenues reached $36.9 million, up 2.6% from a year earlier, and Adjusted EBITDA rose 7.6% to $8.6 million.
Earnings · August 4, 2026

Idexx Raises Outlook as Margins Widen

Second-quarter revenue reached $1.217 billion as stronger profitability supported a higher full-year forecast.
Earnings · August 4, 2026

Horizon NAV Falls After Single-Name Unrealized Losses

Net asset value was $6.23 a share at June 30, 2026, after $38.5 million of net unrealized depreciation, or $0.59 a share.
Earnings · August 4, 2026

Finance of America Completes Onity HECM Servicing Purchase

Funded volume reached $730 million as the company closed the Onity HECM servicing deal and posted a $29 million GAAP loss.
Deals · August 4, 2026

8x8 Extends Revenue Growth Into Fiscal 2027

The communications platform posted record service revenue of $185.3 million and total revenue of $190.2 million in the quarter ended June 30, 2026.
Earnings · August 4, 2026

Crexendo's Second-Quarter Revenue Growth Accelerates

Total revenue rose 49% to $24.6 million as service sales and adjusted EBITDA expanded after the Estech Systems deal.
Earnings · August 4, 2026

Core Molding Gross Margin Reaches 20.3% of Sales

Second-quarter net revenue was $62.7 million as truck product sales stayed soft and tooling project revenue fell to $1.8 million.
Earnings · August 4, 2026

Caterpillar hits record quarterly revenue as construction demand accelerates

The industrial manufacturer generated $20.5 billion in sales during the second quarter, the first time the company has exceeded $20 billion in a single period.
Earnings · August 4, 2026

Bed Bath & Beyond Extends Revenue Growth Into a Second Quarter

Net revenue reached $361 million, up 28.0% year-over-year, after a 6.9% increase in the first quarter, as the company added The Brand House Collective.
Earnings · August 4, 2026

Angel Oak's Second-Quarter Net Interest Income Growth Slows

Net interest income was $10.7 million in the quarter ended June 30, 2026, up 8% from a year earlier, after 20.1% year-over-year growth in the first quarter.
Earnings · August 4, 2026

Archer-Daniels-Midland Raises Outlook as Oilseed Profit Rebounds

Revenue increased 7% to $22.68 billion as the oilseed business returned to growth.
Earnings · August 4, 2026

Z Squared to Finalize Paradox Data Buy in Up-to-$25 Million Deal

The definitive agreement ties 80% of the consideration to power-delivery milestones at Z Squared's Union County Campus, extending the milestone-gated acquisition structure that has defined its Phase 1 buildout.
Deals · August 4, 2026

Tanger to Buy Levis Commons Town Center in $60 Million Cash Deal

The acquisition is part of a disciplined external growth strategy to enhance the company's portfolio of open-air and lifestyle centers.
Deals · August 4, 2026

Revvity to Divest China Immunodiagnostics Business

The divestiture removes a segment that accounted for approximately 6% of the company's total 2025 revenue.
Deals · August 4, 2026

Resideo Completes ADI Global Distribution Stock Spinoff

The separation positioned Resideo as a pure-play building-technologies company focused on profitable growth and innovation.
Deals · August 4, 2026

Lumen Technologies Completes Acquisition of Alkira

The deal integrates a cloud-native Network-as-a-Service control plane to accelerate Lumen's programmable networking capabilities for AI workloads.
Deals · August 4, 2026

IREN to Acquire Mirantis in Mixed-Consideration Deal

The acquisition adds a software orchestration layer to IREN's vertically integrated AI Cloud platform to better serve hyperscalers and enterprises.
Deals · August 4, 2026

Hinge Health to Buy Cylinder Health in $105 Million Cash Deal

The acquisition would extend Hinge Health’s AI-powered care platform into chronic digestive care through a single app.
Deals · August 4, 2026

Hillman Solutions to Buy Kanebridge Corporation in $315 Million Deal

The acquisition provides Hillman Solutions with an immediate industrial master distribution presence and a foothold in the industrial channel.
Deals · August 4, 2026

Consortium to Buy Electronic Arts in $55 Billion All-Cash Deal

The acquisition by PIF, Silver Lake, and Affinity Partners aims to accelerate innovation at the intersection of creativity and technology.
Deals · August 4, 2026

BIS July Papers Trace How Financial Risk Travels

Six new BIS working papers this month examine how stress moves between sovereigns, banks, non-banks, currencies and firms.
Central Banking · August 4, 2026

IEEPA Refunds Split Importers After Ruling

The Supreme Court’s IEEPA tariff ruling created refunds for some importers, delayed recoveries for others and a new tariff layer as Section 301 duties took effect.
Filing Trends · August 3, 2026

Cost Inflation and Pricing Power Dominate a 117-Company Week

Forty-two of the 117 companies reporting on the domestic economy this week, spanning ten industries, centered their commentary on pricing and costs.
Economy Survey · August 3, 2026

Elevated Rates and Tariff Costs Frame a Split Demand Picture

Elevated borrowing costs, tariff-driven inflation, and uneven demand dominated what 89 companies across 13 industries told investors about the economy this week.
Economy Survey · August 3, 2026

Demand Splits Across Industrials, Software and Retail This Week

Demand was this week's dominant theme across 44 companies in 12 industries, but the signal splits between industrial, software and chip firms gaining ground and housing, restaurant and consumer names absorbing a pullback.
Economy Survey · August 3, 2026

Vertex Raises Revenue Guidance as New Therapies Gain Traction

The biotechnology company raised its full-year revenue outlook to a range of $13.1 billion to $13.2 billion.
Earnings · August 3, 2026

TG Therapeutics Raises Outlook as BRIUMVI Sales Climb

The company lifted its 2026 global revenue target to approximately $950 million.
Earnings · August 3, 2026

Site Centers Serves DTP Buy-Sell Notice After Sales

The REIT posted a $1.3 million net loss, or $0.03 a share, and held $238.9 million of unrestricted cash at June 30.
Earnings · August 3, 2026

EchoStar’s Hughes Units File for Bankruptcy

The restructuring followed about $23 billion of spectrum sales to AT&T.
Earnings · August 3, 2026

Marriott Raises Annual Outlook as North American Demand Accelerates

Adjusted diluted earnings per share rose 20% to $3.19 in the second quarter.
Earnings · August 3, 2026

Loews Profit Rises 14% as Hotels Offset CNA Underwriting Strain

Loews Corp posted second-quarter net income of $444 million, or $2.16 a share, even as its CNA insurance unit's underlying combined ratio held near 94% for a second straight quarter.
Earnings · August 3, 2026

Keros Starts Rinvatercept Phase 2 in Muscular Dystrophy

Cash and cash equivalents stood at $257.6 million as of June 30, 2026, a level the company said would fund operations into the first half of 2028.
Earnings · August 3, 2026

GameStop Moves to Cut Debt Through Stock Exchange

The transaction would leave roughly $1.1 billion of 2030 notes outstanding after closing.
Earnings · August 3, 2026

CNH Profit Slides 35% Even as Margins Recover From Q1 Trough

CNH Industrial reported second-quarter net income of $141 million, down from $217 million a year earlier, though sharply improved from the $10 million it earned in the first quarter.
Earnings · August 3, 2026

CNA Profit Rebounds as Investment Income Offsets Underwriting Pressure

Net written-premium growth accelerated to 4% despite softer renewal pricing.
Earnings · August 3, 2026

Black Rifle Direct-to-Consumer Growth Reaccelerates

Second-quarter net revenue was $107.0 million, up 12.8% from a year earlier, as Direct-to-Consumer sales rose 13.6% and Adjusted EBITDA reached $6.3 million.
Earnings · August 3, 2026

Teleflex to Sell OEM Business in $1.5 Billion Cash Deal

The asset sale would sharpen Teleflex’s focus on higher-growth medical technologies while supporting debt reduction and shareholder returns.
Deals · August 3, 2026

Supernus Pharmaceuticals to Merge With Indivior Pharmaceuticals in All-Stock Deal

The combination aims to create a diversified central nervous system biopharmaceutical leader with $2.2 billion in combined annual revenues.
Deals · August 3, 2026

Intuitive Machines to Acquire Goonhilly and COMSAT to Expand Space Network

The acquisition adds a network of ground stations to enhance deep space communications and position, navigation, and timing capabilities.
Deals · August 3, 2026

Curium to Buy Lantheus in $8 Billion Cash-and-CVR Deal

Curium US Holdings agreed to acquire Lantheus Holdings for up to $114.50 a share, pairing its theranostics manufacturing base with Lantheus' U.S. radiodiagnostics franchise to build a company spanning diagnostics and therapy across more than 70 countries.
Deals · August 3, 2026

Liberty Global Buys Vodafone’s VodafoneZiggo Stake for €1 Billion, Equity

The transaction gave Liberty Global full control of VodafoneZiggo and advanced plans to form and list a broader Benelux telecommunications group.
Deals · August 3, 2026

KKR to Buy Integer Holdings in $5.7 Billion Take-Private Deal

KKR agreed to take medical-device manufacturer Integer Holdings private for $127 a share, capping a board-led strategic review with a premium of roughly 52% to the stock's price before the review began.
Deals · August 3, 2026

Indivior to Buy Supernus in All-Stock Merger

The combination aims to create a diversified central nervous system biopharmaceutical leader with $2.2 billion in combined annual revenues.
Deals · August 3, 2026