The Tip Desk

September 2026 — page 2

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Tamboran Delivers First Beetaloo Gas to Northern Territory

The company contracted 40 TJ/d (gross) of Pilot Project gas to the Northern Territory Government at a fixed, CPI-escalated price as it completed the Sturt Plateau Compression Facility about US$9 million under budget.
Earnings · September 26, 2026

Titan International to Sell Italtractor ITM Undercarriage for Up to $285 Million

The off-highway wheel and tire maker said the cash asset sale will sharpen focus on core operations and fund accretive growth and debt reduction.
Deals · September 26, 2026

Fox Factory to Sell Marucci Parent for $225 Million

The suspension maker is exiting the sports-equipment brand after a February review, citing weaker-than-expected returns and a need to strengthen its balance sheet.
Deals · September 26, 2026

Salesforce, Apple, and NVIDIA Spend Cash on Share Repurchases

JPMorgan Chase and Bank of America also reported common-share buyback cash in the same calendar quarter.
Quarterly Buybacks · September 26, 2026

GameStop Insiders Buy $26.8 Million of GME Stock

Eleven issuers drew two or more distinct insider open-market buyers in the week ending 2026-09-24.
Insider Signal · September 25, 2026

Apple's Double-Digit Growth Anchors Hardware Demand

Hardware issuers posted a wave of positive demand and outlook comments as Apple, ADTRAN, and others described broad-based strength.
Industry Earnings Roundup · September 25, 2026

Trial expands with Seiyu acquisition

Trial identifies integration and financial soundness as key management priorities.
Earnings · September 25, 2026

Aimechatec revenue rises on semiconductor business growth

Annual orders rose 60.6% to 43,289 million yen.
Earnings · September 25, 2026

Monogatari’s Annual Operating Profit Rose 31.4%

Profit attributable to owners of the parent increased 42.0%.
Earnings · September 25, 2026

Lasertec orders recovered in fiscal year ended June 2026

Service revenue rose 36.5% to 58,646 million yen.
Earnings · September 25, 2026

Shibuya operating profit fell 4.9%

Packaging plant operating profit rose 5.3% from the preceding fiscal year.
Earnings · September 25, 2026

Sho-Bond backlog declines as orders fall short of sales

The company expects earthquake-strengthening orders from Nexco East Japan to recover.
Earnings · September 25, 2026

TD SYNNEX Growth Accelerates to 37.7% on Record Quarter

Revenue reached $21.6 billion, above the high end of the $18.2 billion to $19.0 billion outlook, as non-GAAP gross billings hit $31.8 billion.
Earnings · September 25, 2026

Fuller Raises Fiscal 2026 Ebitda Outlook After Pricing Turn

Organic revenue rose 4.4% in the third quarter as pricing lifted net revenue 7.4%, and the company now sees fiscal 2026 adjusted EBITDA of $655 million to $670 million.
Earnings · September 25, 2026

Darden Reaffirms Fiscal 2027 Outlook After Same-Sales Slowdown

Blended same-restaurant sales rose 3.1% on a fiscal calendar basis as total sales reached $3.2 billion, and the company kept full-year diluted earnings of $11.10 to $11.35.
Earnings · September 25, 2026

Costco's Fourth-Quarter Sales Growth Eases From Third Quarter

Fourth-quarter net sales rose 11.2% to $93.9 billion, a slower year-over-year pace than the third quarter's 11.6% increase.
Earnings · September 25, 2026

BlackBerry Lifts Fiscal 2027 Outlook After Record QNX Quarter

Second-quarter revenue was $163.3 million, up 26% from a year earlier, as QNX posted a record $80.3 million and the company raised its full-year outlook.
Earnings · September 25, 2026

Select Water Solutions to Buy Pilot Water for $700 Million

The water-infrastructure operator will fold a private Delaware Basin midstream company into its recycling and disposal network.
Deals · September 25, 2026

Vertiv to Buy King Environmental in EMEA Thermal Deal

The critical-infrastructure provider said the purchase is expected to extend fluid-management services into Europe, Middle East and Africa after a North America-focused PurgeRite close.
Deals · September 25, 2026

Ligand to Invest Up to $47 Million in AvenCell

The royalty aggregator said the stake will help advance AvenCell’s CRISPR-engineered allogeneic CAR-T programs in AML and B-cell malignancies.
Deals · September 25, 2026

Akamai to Take Anthropic $11.6 Billion Cloud Commitment

The cybersecurity and cloud computing company said a seven-year contract will fund Anthropic’s rising CPU workloads on Akamai Cloud’s distributed AI infrastructure.
Deals · September 25, 2026

Archer to Acquire Boeing’s Wisk, SkyGrid and Insitu Units

The eVTOL maker said the deal will fold autonomy, UAS and airspace-intelligence businesses into its ZEE physical-AI platform, with Boeing taking a stake.
Deals · September 25, 2026

Food, Beverage & Tobacco Demand Stays Positive as Outlook Lifts

Demand comments stayed positive and outlook turned constructive even as avocado prices and tequila volumes weighed.
Industry Earnings Roundup · September 24, 2026

Paychex Raises PEO Growth Outlook After Advisory Mix Shift

PEO and Insurance Solutions revenue rose 12% to $367.6 million as Management Solutions growth cooled to 4%.
Earnings · September 24, 2026

General Mills Restores Organic Sales After a Third-Quarter Drop

Organic net sales were essentially flat in the fiscal 2027 first quarter, reversing a 3% organic decline, as reported sales fell 3% to $4.4 billion on the U.S. yogurt sale.
Earnings · September 24, 2026

Cintas Raises Fiscal 2027 Outlook After Record Margin

Organic revenue growth reached 8.9% and gross margin hit a record 51.5% of sales in the quarter ended Aug. 31, 2026.
Earnings · September 24, 2026

Sprinklr Profit Flips as Asana, Planet Labs Stay Loss-Making

Sprinklr posted GAAP operating and net income in the three months ended April 30, 2026, while Asana and Planet Labs still reported net losses and large accumulated deficits.
Filing Trends · September 24, 2026

Bio-Techne Shareholders Approve Merck KGaA's $11.3 Billion Cash Bid

The life-science tools maker cleared the merger vote as remaining regulatory approvals still stand between the parties and a late-2026 or early-2027 close.
Deals · September 24, 2026

Aermont Completes $1.03 Billion Cash Purchase of Park Holidays

Sun Communities closed the sale of its UK holiday-park business, leaving it a pure-play North American MH and RV owner and operator.
Deals · September 24, 2026

Royal Caribbean to Form $3 Billion Sandals Joint Venture

The cruise operator said the partnership expands it into an adjacent vacation category and accelerates growth of the all-inclusive brands.
Deals · September 24, 2026

Ondas to Buy Three Defense Firms in $56 Million Mixed Deal

The autonomous-systems company said the three purchases will add technologies for autonomous platforms in contested environments.
Deals · September 24, 2026

ONE Nuclear Energy to Go Public via Hennessy VII Combination

The SPAC deal would list the gas-and-SMR developer on Nasdaq as ONEN after a first-half 2026 close.
Deals · September 24, 2026

FMC to Buy Tessenderlo Group in $403 Million Cash Deal

The agricultural sciences company will pay $13.30 a share after a minority stake from Tessenderlo earlier this year.
Deals · September 24, 2026

Accelerant Go-Shop Ends With No Rival Bids

The specialty-insurance platform's 40-day shop produced no alternative offers as the Thoma Bravo take-private remains slated for the first half of 2027.
Deals · September 24, 2026

Apogee Enterprises Completes GroGlass Acquisition

The building-products company closed its purchase of the Riga-based coatings maker to add anti-reflective technology to Performance Surfaces.
Deals · September 24, 2026

Worthington Organic Growth Rebounds After a Slow Close

Organic sales growth accelerated to 7% in the fiscal 2027 first quarter as net sales reached $343.9 million.
Earnings · September 23, 2026

Thor Withholds Fiscal 2027 Guidance After Profit Collapse

Fourth-quarter net income attributable to THOR was $40.8 million, or $0.78 a share, as the company deferred fiscal 2027 guidance pending Hershey and Elkhart industry events.
Earnings · September 23, 2026

KB Home Backlog Rises After Four-Year Stagnation

The homebuilder posted $1.30 billion of third-quarter revenue and $1.05 a share as deliveries, price and margins recovered sequentially.
Earnings · September 23, 2026

AutoZone Reverses Gross-Margin Decline on Tariff Refunds

Fourth-quarter net sales were $6.6 billion, up 5.6%, as gross profit as a percentage of sales reached 53.3%.
Earnings · September 23, 2026

Talos Energy Closes $420 Million Gulf of America Asset Purchase

The offshore E&P said the Shell deepwater closing advances its plan to build a long-lived, scaled portfolio.
Deals · September 23, 2026

Progress Software to Buy Domo Platform in $400 Million Cash Deal

The AI infrastructure software company will fold Domo’s cloud-native data platform into its existing offerings and keep the seller as a listed shell with net cash and NOLs.
Deals · September 23, 2026

Ligand to Buy Santen's Ryjunea for $23 Million

The biopharma royalty aggregator is adding the first approved pharmacological treatment for slowing pediatric myopia in the EU and UK to its expanding royalty book.
Deals · September 23, 2026

Cognex to Buy RealSense in $500 Million Cash Deal

The machine-vision company said the purchase is a move into robotic perception as it diversifies its growth engine.
Deals · September 23, 2026

New Pacific Metals Net Loss Widens to $4.19 Million

The mining issuer ended its fiscal year with $38.57 million in cash and cash equivalents
Earnings · September 23, 2026

Brookfield Corporation guarantees US$600 million note offering

The company provided a full guarantee for notes priced at 99.966% of their principal amount.
Earnings · September 23, 2026

Viking’s GLP-1/GIP agonist advances through Phase 3 development

VK2735’s pivotal injection trials are fully enrolled, while early maintenance findings explore less frequent dosing and an oral Phase 3 start remains planned.
Drug Pipeline · September 23, 2026

AbbVie’s Rinvoq offers oral treatment for a defined colitis population

The JAK inhibitor’s US label specifies prior TNF-blocker failure or intolerance, and boxed warnings remain central to its use.
Drug Pipeline · September 23, 2026

Abivax, Merck and Teva–Sanofi pursue the next wave of colitis therapies

Seven selected compounds place investigational programs alongside approved treatments, with trial design and patient setting shaping every comparison.
Drug Pipeline · September 23, 2026

Merck’s tulisokibart meets a Phase 3 ulcerative-colitis endpoint

The sponsor’s induction readout advances the TL1A program, with detailed results and separate maintenance evidence still important.
Drug Pipeline · September 23, 2026

Lilly’s Zepbound sets an approved benchmark for dual-agonist obesity drugs

Tirzepatide’s weight-management history helps frame newer candidates, though shared mechanisms do not establish equal efficacy or safety.
Drug Pipeline · September 23, 2026