The Tip Desk

August 2026 — page 7

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Ziff Davis Posts EPS Rebound as Revenue Declines

Free cash flow doubled from a year earlier to $54.0 million.
Earnings · August 7, 2026

Wendy’s Withdraws Outlook as U.S. Sales Slide

Second-quarter revenue rose 1.7% to $570.6 million even as restaurant traffic remained under pressure.
Earnings · August 7, 2026

Take-Two Bookings Slip as Mobile Revenue Retreats

The videogame publisher recorded a $43.4 million impairment charge after halting an unannounced title.
Earnings · August 7, 2026

Interface Lifts Outlook as Margins Widen

Second-quarter net sales rose 5.4% to $395.7 million.
Earnings · August 7, 2026

Spectrum Brands Swings to Loss on HPC Impairment Despite Sales Surge

Spectrum Brands Holdings posted a $20.3 million net loss in its fiscal third quarter even as net sales rose 7.7% and adjusted EBITDA more than doubled.
Earnings · August 7, 2026

Fluor Awards Jump as Revenue Returns to Growth

Adjusted EBITDA rose to $149 million, more than doubling from the first quarter.
Earnings · August 7, 2026

Ellington Financial's Profit Slides as Litigation Gain Fades

Ellington Financial reported net income of $54.4 million, or $0.43 a share, for the second quarter of 2026, down from $95.5 million a year earlier as one-time gains rolled off.
Earnings · August 7, 2026

Yum China to Buy Pizza Hut Mainland China Brand for $1.2 Billion

Owning the Pizza Hut brand outright in China frees Yum China from license fees to Yum! Brands, a step the company says will push Pizza Hut's margins toward KFC's and speed up store openings.
Deals · August 7, 2026

Tarsus Pharmaceuticals to Acquire Alkeus Pharmaceuticals to Expand Retina Pipeline

The acquisition adds a Phase 3 clinical program for Stargardt disease as Tarsus seeks to increase its presence in the high-growth retina specialty.
Deals · August 7, 2026

Nuvei to Acquire Payoneer in $2.75 Billion Cash Deal

The acquisition combines Nuvei's payment acceptance with Payoneer's cross-border payouts to create a global financial infrastructure leader.
Deals · August 7, 2026

Stratasys to Buy MarkForged in $42.5 Million Cash Deal

The acquisition is intended to reduce annualized cash burn by approximately $15 million and enhance financial flexibility.
Deals · August 7, 2026

Karman Holdings to Buy Walker Precision Engineering in $94 Million Deal

The acquisition is intended to expand Karman's footprint within the European defense market.
Deals · August 7, 2026

iRhythm to Buy Vital Connect in $287.5 Million Cardiac-Monitoring Deal

iRhythm said the acquisition would immediately widen its addressable market and push the company beyond ambulatory cardiac monitoring into a broader cardiac monitoring and intelligence platform.
Deals · August 7, 2026

Harrow to Buy TYRVAYA Assets in Deal Worth Up to $100 Million

The asset purchase would add a second mechanism of action to Harrow’s dry-eye portfolio alongside VEVYE.
Deals · August 7, 2026

Guardian Pharmacy Services to Acquire Wellness Concepts

The acquisition expands Guardian's geographic footprint in the Shenandoah Valley through the addition of a Virginia-based long-term care pharmacy.
Deals · August 7, 2026

Nielsen to Buy DoubleVerify in Merger Deal

DoubleVerify withdrew its outlook and suspended investor calls while the Nielsen transaction remained pending.
Deals · August 7, 2026

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

The agreement caps a three-month public campaign by Dream Finders and creates the nation's sixth-largest homebuilder with more than $100 million in expected annual cost synergies.
Deals · August 7, 2026

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

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

Targa Posts Record EBITDA as Fee-Based Growth Accelerates

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

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

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

Becton Dickinson Raises Profit Outlook as Revenue Grows

Adjusted earnings from continuing operations increased to $3.23 a share.
Earnings · August 6, 2026

Tripadvisor Agrees to Sell TheFork to American Express for $700 Million

The all-cash sale would give Tripadvisor greater capital-allocation flexibility as it concentrates on travel experiences.
Deals · August 6, 2026

Thomson Reuters reports 28% rise in second quarter operating profit

The professional information services provider saw second-quarter revenues increase 9% to $1.95 billion.
Earnings · August 6, 2026

Trekor Metals Reports First Half Net Income of Cdn$39.1 Million

The copper-focused miner saw first-half revenues climb to Cdn$567.6 million from Cdn$255.2 million a year earlier
Earnings · August 6, 2026

Real Brokerage Revenues Rise 30% Amid Acquisition Costs

The real estate technology company reported revenues of $700.6 million for the three months ended June 30, 2026, a 30% increase over the prior-year period
Earnings · August 6, 2026

Fortuna Mining Net Income Rises to $203.7 Million

The gold producer reported sales of $660.9 million for the first six months of 2026
Earnings · August 6, 2026

Enerflex reports record engineered systems backlog of $1.5 billion

The company generated $582 million in revenue for the second quarter of 2026
Earnings · August 6, 2026

Canadian Natural Raises Production Guidance After Record Quarter

The company reported record quarterly adjusted net earnings of $4.6 billion for the period ended June 30, 2026.
Earnings · August 6, 2026

CD&R Adjusts Stake Following Resideo Spin-Off

The investor exchanged preferred shares and extended lock-up restrictions as Resideo separated its global specialty distributor segment.
Stake Watch · August 5, 2026

Market Gains Mask Asset Managers’ Flow Strain

Asset appreciation lifted AUM across major managers, while persistent redemptions and slower fundraising exposed weaker underlying growth.
Filing Trends · August 5, 2026