The Tip Desk

October 2026 — page 10

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Construction Partners to Buy J.H. Strain Asphalt Assets

The Sunbelt road builder said the Abilene plants, fleet and 125-plus employees will extend Lone Star’s reach into West Texas infrastructure work.
Deals · October 5, 2026

Schneider Electric to Buy PTC in $22.6 Billion Cash Deal

The energy-technology group will pay $205 a share to fold industrial CAD and lifecycle software into its Energy and Industrial Intelligence stack.
Deals · October 5, 2026

Omega Healthcare Adds 32 Florida SNFs to PACS Lease

The REIT shifted 32 skilled nursing facilities to PACS Group subsidiaries, lifting first-year rent $26.1 million under an existing master lease.
Deals · October 5, 2026

NovaGold to Buy Remaining Donlin Gold Stake

The all-share deal would lift NovaGold’s Donlin Gold holding to 100% and create a U.S.-domiciled developer with about US$4.2 billion equity value.
Deals · October 5, 2026

Matador Closes $1.255 Billion Cash Purchase of Paloma

The Delaware Basin producer completed the EnCap portfolio buy, citing high hydrocarbon resources per acre and midstream synergies.
Deals · October 5, 2026

Leidos to Form Analogic Joint Venture With Altaris

Leidos will contribute its Security Enterprise Solutions unit and about 1,500 employees to a privately held Analogic venture that it said will sharpen its NorthStar 2030 growth focus.
Deals · October 5, 2026

iRhythm to Buy VitalConnect in $287.5 Million Mixed Deal

The digital health care company said the wearable biosensor platform will add mobile cardiac telemetry and multi-vitals monitoring to its Zio franchise.
Deals · October 5, 2026

Harrow to Buy TYRVAYA for Up to $100 Million

The ophthalmic company will add the FDA-approved nasal spray to VEVYE and fund the $30 million upfront cash from cash on hand.
Deals · October 5, 2026

GEO Group Completes $950 Million Adelanto Asset Sale

GEO said it will use the proceeds with operating cash flow to cut debt, buy back stock, and fund other corporate purposes.
Deals · October 5, 2026

General Catalyst to Invest $2 Billion in Flex's Axiom

The equity stake is meant to fund Flex’s $4.4 billion EPC Power purchase and leave the soon-to-be-spinoff with a stronger balance sheet as it prepares to trade on its own.
Deals · October 5, 2026

LKCM Headwater to Buy Distribution Solutions Group at $35.00 a Share

A newly formed LKCM affiliate is offering $700 million of 2032 senior notes to fund the cash take-private and repay part of the distributor's existing credit agreement.
Deals · October 5, 2026

Cenovus to Buy Athabasca Oil in $5.7 Billion Mixed Deal

The oil sands producer will add about 45 thousand barrels of oil equivalent per day of thermal output near Christina Lake, May River and Thornbury.
Deals · October 5, 2026

Clean Harbors to Buy EnviroServe and ES&H for $775 Million

The combined cash purchase is meant to expand collection, disposal and recycling volume and emergency response in the U.S. Gulf region.
Deals · October 5, 2026

C.H. Robinson to Buy RXO in $5.8 Billion Mixed Deal

The asset-light logistics provider will fold RXO into its NAST division, with the companies citing $300 million in Lean AI cost synergies.
Deals · October 5, 2026

Micro-cap earnings: IDT grows as Integra cuts its outlook

IDT posted higher sales and operating income, while flooding lowered Integra’s revenue forecast. Gray raised its political advertising guidance.
Weekly Earnings · October 4, 2026

Micro-cap deals: Lifecore signs cash-and-CVR buyout

Lifecore’s agreement includes up to $160 million in contingent payments, while Inseego and Gentherm completed previously announced transactions.
Weekly Deals · October 4, 2026

Long Lake closes Amex GBT purchase at $9.50 a share

AAR signed for a controlling stake in MRO Holdings, while CareTrust completed the first tranche of a 45-home UK purchase agreement.
Weekly Deals · October 3, 2026

Meta brings new Ray-Ban AI glasses to India

The company paired its latest glasses release with an Indian brand ambassador and plans for more hands-free AI features.
Companies · October 3, 2026

Zombie firms transmit weaker growth across borders

Zombie firms in emerging Asia depress growth and inflation abroad through global value chains, illustrating how international production links transmit domestic economic weakness.
Central Banking · October 3, 2026

ADARx prices IPO at $17 a share

The late-clinical siRNA company is selling 26.25 million shares in a $446.25 million offering.
IPO Watch · October 2, 2026

The Financing Test for Platform Expansion

Mortgage platforms are adding origination income and new funding obligations together, with uneven evidence that expansion pays for itself.
Fathom Files · October 2, 2026

Freee revenue rose 27.6% in year ended June 30, 2026

Adjusted operating profit increased 41.3% from the previous fiscal year.
Earnings · October 2, 2026

Furuya Metal operating profit rose 160.0%

Gross profit margin increased 5.5 percentage points to 30.2%.
Earnings · October 2, 2026

Nidec posts annual operating loss after asset impairments

Nidec adopted a new board structure to strengthen independence and oversight.
Earnings · October 2, 2026

WesBanco Sets Third-Quarter Call After June Results

The Wheeling holding company said third-quarter results are due after the close on October 21, with a call on October 22.
Earnings · October 2, 2026

Tesla Other-Model Deliveries Drop After Record Second Quarter

The vehicle maker delivered 486,532 cars in the third quarter as Model 3/Y volume rose and energy storage held near 13.7 GWh.
Earnings · October 2, 2026

NANO Nuclear to Buy Radnostix in Mixed Cash-Stock Deal

The advanced nuclear company said the purchase would add NRC-licensed fuel-cycle assets and years of associated licensing work.
Deals · October 2, 2026

Flowco to Buy Lifting Solutions Energy for $113 Million

The all-cash deal adds continuous rod and PCP lift and extends Flowco’s footprint into Canada and the Middle East.
Deals · October 2, 2026

CareTrust to Buy 45 UK Care Homes in £1.1 Billion Deal

The REIT is buying 45 new UK care homes from LNT Care Developments to build a senior housing operating portfolio platform, with 24 homes already closed and 21 more to follow as they complete.
Deals · October 2, 2026

Valaris Ltd (VAL) says DOJ closed Transocean deal probe

The companies received notice on September 30 that the U.S. antitrust investigation had closed, with conditions to completing the acquisition remaining.
Deal Scrutiny · October 2, 2026

ICE deal gets more review time after antitrust refiling

The September 29 refiling sets a new October 29 waiting-period deadline, subject to extension or early termination.
Deal Scrutiny · October 2, 2026

Curium refiles for Lantheus Holdings, Inc. (LNTH) acquisition

Curium’s September 21 antitrust refiling starts a new waiting period for its acquisition of Lantheus.
Deal Scrutiny · October 2, 2026

Bimergen Energy Defended $20 Million Asset Value After SEC Push

The company clarified its pre-revenue status and financing needs as SEC staff challenged the value and accounting treatment of its battery-development assets.
SEC Correspondence Focus · October 2, 2026

Blue Owl Technology Finance Sets Third-Quarter Results Date

The specialty finance company will report third-quarter results on November 4, 2026, after market close.
Earnings · October 1, 2026

Blue Owl Capital Sets November Third-Quarter Results Date

The specialty finance company scheduled its September 30, 2026 results for November 4, with a follow-on call on November 5.
Earnings · October 1, 2026

Nike Launches Pace Cost Overhaul After Widening Sales Drop

First-quarter revenue fell 4% to $11.2 billion as the company unveiled Pace, an operating-model overhaul it said would save about $2.5 billion through fiscal 2031.
Earnings · October 1, 2026

McCormick Reaffirms 2026 Outlook After Mexico-Driven Quarter

Net sales rose 17.4% in the third quarter, with organic growth of 1.9% and adjusted earnings of $0.86 a share.
Earnings · October 1, 2026

Magnolia Closes WildFire Deal, Targets 0.5x Leverage

Fourth-quarter production is guided to 159–161 Mboe/d, the first full quarter after the WildFire close, with net debt at about $1.9 billion.
Deals · October 1, 2026

Acuity's Fourth-Quarter Sales Growth Reaccelerates

Net sales were $1.24 billion in the fiscal fourth quarter, up 2.9% from a year earlier, after a 1.6% year-over-year rise in the third quarter.
Earnings · October 1, 2026

Accenture's Local-Currency Growth Accelerates to 7% in Fourth Quarter

Fourth-quarter revenue of $18.68 billion cleared the high end of the guided range as bookings reached $22.17 billion and GAAP diluted EPS rose 46%.
Earnings · October 1, 2026

UL Solutions to Buy Eurofins E&E Unit in $670 Million Deal

The safety-science firm said the asset purchase will expand its global laboratory footprint and testing, inspection and certification services for electrical safety and connected products.
Deals · October 1, 2026

SpyGlass Pharma to Buy Advanced Vision Science for $13 Million

The all-cash purchase is meant to lock in IOL manufacturing for SpyGlass’s Phase 3 BIM-IOL System and open a path to premium lenses.
Deals · October 1, 2026

Rogers to Buy Maple Leaf Sports in C$4.35 Billion Deal

The telecom will fold MLSE and the Blue Jays into a new Rogers Sports unit, combining communications with sports and entertainment.
Deals · October 1, 2026

onsemi to Buy Synaptics in $5.7 Billion Cash Deal

After a third-party bid, the semiconductor maker cut the June all-stock pact to $123 a share and now expects immediate non-GAAP EPS accretion.
Deals · October 1, 2026

Liquidity Services to Buy Auction Holdings in $80 Million Cash Deal

The marketplace operator said Invaluable’s auction-house software is highly complementary to its core capabilities as it invests in platforms ripe for innovation.
Deals · October 1, 2026

IIPR to Fund $245 Million Alewife Park Mezzanine Loan

The cannabis REIT said the loan is expected to yield 15.8% and add to its life-science diversification after a $270 million IQHQ commitment.
Deals · October 1, 2026

H2O America to Buy Quadvest in $540 Million Asset Deal

Texas Water Company and an affiliate will take Quadvest’s Houston-area systems, more than doubling H2O America’s Texas connections.
Deals · October 1, 2026

Horace Mann to Buy Employee Services, LLC Membership Interests

The multiline insurer said the employee assistance provider will complement existing insurance and financial solutions for school districts and other employers.
Deals · October 1, 2026

National Fuel to Buy CenterPoint Ohio Gas Utility for $2.62 Billion

The Western New York energy company will double its gas-utility rate base by taking over about 335,000 Ohio customers and 5,900 miles of pipeline.
Deals · October 1, 2026

Cardinal Infrastructure to Buy Allied Paving Contractors

The infrastructure contractor said the paving crews will let it sequence paving behind grading and site development in Northern Georgia.
Deals · October 1, 2026