The Tip Desk

October 2026 — page 6

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United Expects Fourth-Quarter Revenue Growth to Accelerate

Third-quarter operating revenue hit a record $17.9 billion, up 17.4%, and the airline said fourth-quarter growth should exceed 20%.
Earnings · October 21, 2026

Thermo Fisher Organic Growth Accelerates to 6%

Third-quarter revenue reached $12.14 billion as adjusted EPS rose 15% to $6.68.
Earnings · October 21, 2026

NextEra Energy Keeps 8% Earnings Growth Target

Adjusted earnings rose 9.7% to $1.24 a share as FPL's capital employed grew 9.2% and the Dominion deal advanced after shareholder votes.
Earnings · October 21, 2026

3M Raises 2026 Adjusted EPS Outlook After Third Quarter

The company lifted full-year adjusted EPS to $9.10 to $9.15 after a 26.2% adjusted operating margin and $2.50 of adjusted earnings a share.
Earnings · October 21, 2026

FS Bancorp Completes Pacific West Deal, Lifts Deposits

Third-quarter net income was $4.9 million, or $0.63 a share, as merger costs and a Home Lending loss offset the Pacific West close.
Deals · October 21, 2026

Fidelity D & D's Net Interest Margin Widens to 3.30%

Net interest income reached $21.8 million in the third quarter as FTE net interest margin expanded 35 bps year over year to 3.30%.
Earnings · October 21, 2026

First Community Extends Margin Expansion for a Tenth Quarter

Net interest margin reached 3.59% tax-equivalent as net interest income rose to $20.238 million and loans grew $32.1 million.
Earnings · October 21, 2026

UDR to Form $2.0 Billion Apartment Joint Venture With Apollo

Apollo-managed funds will invest $1.34 billion for an approximate two-thirds stake in 19 communities totaling 7,059 homes, with UDR retaining a one-third interest and continuing to manage the portfolio.
Deals · October 21, 2026

Teledyne to Buy Varex Imaging in $1.1 Billion Cash Deal

The aerospace and defense electronics maker will fold the X-ray imaging company into its Digital Imaging segment after stockholder and regulatory approvals.
Deals · October 21, 2026

Smith & Wesson Completes $160 Million Savage Arms Purchase

The handgun maker closed a mixed cash-and-stock deal that it said combines two iconic American firearm manufacturers and expands its hunting rifle lineup.
Deals · October 21, 2026

HomeTrust to Buy Blue Ridge in $448 Million Stock Deal

The Asheville community-bank holding company said the combination would create a Southeast commercial bank with more than $7 billion in assets and over 60 locations.
Deals · October 21, 2026

Mcdonalds Defended Sales Disclosure After SEC Sought More Detail

The company cited limited franchise data in defending its revenue explanation, following earlier exchanges that produced clearer profit presentations.
SEC Correspondence Focus · October 21, 2026

Corning Agreed to Narrow Currency Adjustments After SEC Push

Corning proposed limiting its core-results currency adjustment to hedged exposures after SEC staff challenged a method that also adjusted unhedged amounts.
SEC Correspondence Focus · October 21, 2026

Single-family permits fall 4.0% in September

September 2026 permits weakened for single-family homes but rose for buildings with five units or more, while the direction of the monthly change in single-family starts remained uncertain.
Economy Watch · October 20, 2026

Silvercorp Metals Revenue Drops 13% Amid Production Decline

The company reported revenue of $72.1 million for the second quarter ended September 30, 2026
Earnings · October 20, 2026

Alternative Ballistics Files to Register Shares for Selling-Stockholder Resales

The filing covers up to 50.2 million shares for resale; ALBC is already quoted on the OTCQB.
Company Filings · October 19, 2026

Tariffs, Freight, and Volumes Squeeze Margins

Helen of Troy, Oil-Dri, Village Super Market, and Ennis each described different margin pressures, from tariffs and freight to rebates, mix, and weak volumes.
Filing Trends · October 19, 2026

Glass House Brands Hits Record Biomass Production in Third Quarter

The cannabis company produced approximately 317,000 pounds of biomass during the third quarter ended September 30, 2026
Earnings · October 19, 2026

Emera confirms operational stability and intellectual property rights

The company reported no cyber attacks or unplanned outages over the previous three years that would cause a material adverse effect.
Earnings · October 19, 2026

Micro-Cap Earnings Roundup for Week of Oct. 12, 2026

Ames National’s third-quarter net income rose to $7.0 million, Enovix reported preliminary quarterly revenue of $11.0 million, and Better’s preliminary total net revenues missed its earlier guidance.
Weekly Earnings · October 18, 2026

Earnings Roundup for Week of Oct. 12, 2026

BlackRock’s as-adjusted operating margin reached 47.8%, UnitedHealth’s earnings from operations rose to $6.6 billion, and Albertsons’ identical sales fell 0.8%.
Weekly Earnings · October 18, 2026

Micro-Cap Deals Roundup for Week of Oct. 12, 2026

Bumble signed a $1.3 billion all-cash acquisition agreement with Ithaca Holdings, while Clear Channel Outdoor completed its approximately $6.2 billion acquisition by Mubadala Capital. Gibraltar agreed to sell D.S. Brown for $208 million in cash, and Faraday Future signed an all-stock robotics transaction.
Weekly Deals · October 18, 2026

Deals Roundup for Week of Oct. 12, 2026

CCC and Varonis signed cash acquisition agreements, Humana announced BlackRock’s planned purchase of WCAS’s roughly $2.8 billion stake in CenterWell clinic ventures, and Fermi signed a 15-year lease with about $6.5 billion in contracted revenue.
Weekly Deals · October 18, 2026

Transcript Highlights for Week of Oct. 12, 2026

Selected remarks cover freight repricing, commercial borrowing, warehouse demand, alumina guidance, investment flows and franchise expansion.
Transcript Highlights · October 18, 2026

Microcap Insider Buying: Week Ending October 16, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 18, 2026

Insider Buying: Week Ending October 16, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 18, 2026

Truist Swings to Credit Benefit After RAC Loan Sale

Truist Financial (TFC), the Charlotte-based consumer and wholesale bank, recorded a $253 million third-quarter credit-loss benefit following its RAC loan sale.
Global Banks · October 18, 2026

Schwab Core Net New Assets Hit Record $190.4 Billion

Core net new assets reached a record $190.4 billion in the third quarter, up 38% year-over-year, as net revenues hit a record $7.17 billion.
Global Banks · October 18, 2026

BNY Net Interest Income Fell 2% on Lower Deposits

Bank of New York Mellon’s third-quarter net interest income slipped to $1.423 billion as lower deposit balances outweighed gains from reinvesting securities at higher yields.
Global Banks · October 18, 2026

Trilogy Metals Turns a Profit on DOW Derivative Gain

The company posted $0.2 million of net income for the three months ended August 31, 2026, after an $11.6 million mark-to-market gain on the Department of War derivative was offset by an increase in Trilogy's 50% share of the loss from its Ambler Metals investment.
Earnings · October 18, 2026

Semiconductor Export Controls Draw Chinese Legal Challenges

Chip companies described Chinese countermeasure risks, uncertain export licenses and harm to existing business.
Theme Survey · October 17, 2026

Agentic AI passages rose to 188 in 2026Q3

Analyzed SEC passages using agentic AI rose to 188 from 140 in the prior quarter, with AI infrastructure and data center power also climbing.
Filings Lexicon · October 17, 2026

Fairmount Funds holds 19.99% of Alaunos after Velaris deal

The fund’s stake includes common stock and Series C conversion rights, with preferred conversions capped at the 19.99% beneficial-ownership limit.
Stake Watch · October 16, 2026

Cashlin Seeks OTC Quotation After Cashlin Flow Acquisition

The Wyoming software company is offering common stock on a best-efforts basis and says it will seek an OTC quotation.
IPO Watch · October 16, 2026

Tattvance Corp Files S-1 for AI Tattoo Platform

The development-stage company is seeking capital to finish an AI Tattoo Generator and a planned studio and artist platform.
IPO Watch · October 16, 2026

Iambic Therapeutics prices $150 million IPO at $16 a share

The AI drug-discovery company sold 9.375 million shares, with an additional 1.40625 million available on over-allotment.
IPO Watch · October 16, 2026

WaFd’s Net Interest Income Growth Slowed Again

WaFd’s fourth-quarter net interest income edged up to $182.4 million, while credit charges and merger spending weighed on earnings despite a residential loan-sale gain.
Earnings · October 16, 2026

Travelers’ Underlying Underwriting Margin Improvement Paused

Travelers reported a third-quarter combined ratio of 86.8%, compared with 83.6% in the second quarter.
Earnings · October 16, 2026

Regions’ Loan Growth Slowed After Second-Quarter Pickup

Regions’ average loans rose 0.5% QoQ to $99.183 billion in the third quarter, while a margin recovery and higher capital markets income supported earnings.
Earnings · October 16, 2026

NioCorp Turned a Preliminary Profit on Noncash Liability Gains

NioCorp reported preliminary quarterly net income of $3.7 million, primarily reflecting noncash gains, while development work continued to consume cash.
Earnings · October 16, 2026

M&T’s Net Interest Income Growth Stalled

M&T’s net interest margin fell 5 bps to 3.65% in the third quarter despite continued growth in average loans.
Earnings · October 16, 2026

Ladder Capital Posts Second Consecutive Distributable Earnings Increase

The commercial real estate lender reported September-quarter distributable earnings of $0.35 a share after a credit-loss charge, while an office sale lifted accounting profit.
Earnings · October 16, 2026

Ames National’s Margin Expansion Quickened

The Iowa banking group’s net interest margin reached 3.38% in the third quarter, extending a recovery supported by investment reinvestment and lower funding costs.
Earnings · October 16, 2026

International Seaways to Buy Bruton in $370 Million Stock Deal

The tanker operator will fold Bruton’s four VLCCs, including newbuildings, into a fleet of about 70 vessels spanning crude and product.
Deals · October 16, 2026

Nano Nuclear Clarified Reactor Rights After SEC Challenge

The company revised its account of acquired Canadian reactor assets and expanded launch warnings after staff questioned ownership, licensing milestones and staffing.
SEC Correspondence Focus · October 16, 2026

This Week in Energy — October 15, 2026

U.S. distillate inventories fell as refinery utilization increased. Occidental reported partial restoration of curtailed Gulf production, while Gran Tierra’s planned sale awaited regulatory approvals in Colombia and Ecuador.
This Week in Energy · October 15, 2026

Wells Fargo NII Rises as CIB Markets and Banking Cool

Net interest income reached $12.517 billion in the third quarter as the taxable-equivalent margin held at 2.43%.
Global Banks · October 15, 2026

JPMorgan Markets Revenue Falls From Second Quarter

Markets revenue was $10.3 billion in the third quarter, down from $12.1 billion in the second, as Equity Markets slipped to $5.0 billion.
Global Banks · October 15, 2026

Citi Markets Revenue Falls 13% From Second Quarter

Markets revenue dropped to $6.11 billion from $7.01 billion as Equity markets revenue fell 25% and Fixed Income markets revenue fell 7%, even as firmwide net interest income rose 14% year over year.
Global Banks · October 15, 2026

PPI Final Demand Rises 1.3% in September

The seasonally adjusted final-demand index reached 159.780, up from 157.662 in August.
Economy Watch · October 15, 2026