The Tip Desk

Industries — page 11

ADP reports 7% revenue growth for fiscal 2026

The human capital management provider expects adjusted diluted EPS to grow between 9% and 11% in fiscal 2027.
Earnings · July 29, 2026

Arch Capital's Profit Slips as Insurance Underwriting Falters

Arch Capital Group reported net income of $1.0 billion, or $3.00 a share, down from $1.2 billion a year earlier as its insurance segment's underwriting income fell 79% to $27 million.
Earnings · July 29, 2026

VF Corp. Sells Dickies Brand to Bluestar Alliance for $600 Million

The divestiture is part of a broader strategic realignment of the apparel company's reportable segments and performance analysis.
Deals · July 29, 2026

Energy Fuels to Acquire Australian Strategic Materials in Rare Earth Push

The deal brings Energy Fuels a scheme-of-arrangement path to a second rare earth production line as the sector's court-approved consolidation wave continues.
Deals · July 29, 2026

Tiptree to Buy Universal Shield Insurance Group in $100 Million All-Cash Deal

Tiptree is redeploying capital freed up by its $1.65 billion Fortegra sale into a new specialty P&C platform anchored by Universal Shield Insurance Group.
Deals · July 29, 2026

T1 Energy to Buy Evervolt Solar Assets in $135 Million Deal

The asset purchase advanced T1 Energy’s plan to build an integrated U.S. silicon-based solar supply chain.
Deals · July 29, 2026

AT&T Closes $23 Billion EchoStar Spectrum Deal

The spectrum purchase expands AT&T’s nationwide 5G capacity and supports its push to combine wireless and home internet services.
Deals · July 29, 2026

Procore to Buy DroneDeploy in $845 Million All-Cash Deal

The acquisition would fold DroneDeploy’s reality-capture and robotics tools into Procore’s push for AI-powered jobsite automation.
Deals · July 29, 2026

MiMedx to Buy Sanara MedTech in $350 Million Cash-and-Stock Deal

The combination would nearly double MiMedx’s surgical revenue and broaden its regenerative-medicine portfolio.
Deals · July 29, 2026

J&J to Buy Firefly Bio in $1 Billion Cash Asset Deal

The acquisition hands Johnson & Johnson a degrader antibody conjugate platform aimed at KRAS-driven solid tumors long considered hard to drug.
Deals · July 29, 2026

Grant Thornton Advisors to Buy CBIZ in $5 Billion Cash Deal

The acquisition combines Grant Thornton's multinational platform with CBIZ's U.S. middle-market presence to scale AI-enabled professional services.
Deals · July 29, 2026

Acquisitions Add Sales Faster Than They Add Profit

Across packaged-food filings, deal-driven revenue growth is outrunning the earnings needed to cover the debt taken on to fund it.
Fathom Files · July 28, 2026

Middle East Disruptions Hit Supply Chains

Conflict tied to Iran, Israel and the United States is pushing from energy and petrochemicals into oilfield services and food shipping routes.
Filing Trends · July 27, 2026

Energy Transfer Expands Gulf Coast Footprint Through Strategic Acquisitions

The midstream operator integrated Buckeye and Gulf Coast assets while streamlining Permian terminal holdings to optimize its crude and product pipeline network.
Utility Annual Reviews · July 26, 2026

Kinder Morgan Navigates Leadership Turnover Across Interstate Pipeline Network

The infrastructure giant managed critical rate adjustments and LNG send-out capacities while facing a wave of executive resignations across its subsidiaries.
Utility Annual Reviews · July 26, 2026

Energy Transfer Manages Regulatory Shifts Across Interstate Pipeline Portfolio

The company navigated material legal proceedings and rate adjustments across its multi-state gas transmission network in 2024.
Utility Annual Reviews · July 26, 2026

American Electric Power leverages FERC orders to boost non-operating income

The multi-state utility shifted its Texas footprint toward a pure transmission model while navigating high customer concentration in Kentucky and Texas.
Utility Annual Reviews · July 26, 2026

Enterprise Products Expands Midstream Footprint Through Strategic Asset Consolidation

The partnership integrated new pipeline entities and finalized ownership of Wilprise to streamline its regulated transport network.
Utility Annual Reviews · July 25, 2026

Ameren expands MISO transmission footprint through multi-billion dollar project awards

The holding company leveraged formula ratemaking and securitization tools to fund grid expansion and the accelerated retirement of coal assets.
Utility Annual Reviews · July 25, 2026

An Appellate Ruling Narrows a Long-Running Software Patent Fight

The court vacated the damages award but left liability intact, sending the number — not the question — back for retrial.
Legal Watch · July 24, 2026

Verizon Raises Full-Year Outlook as Service Revenue Accelerates

The telecommunications provider expanded its full-year adjusted EPS growth guidance to a range of 6.0% to 7.0%.
Earnings · July 24, 2026

Sensient Raises Profit Guidance Again as Color Unit Surges

Sensient Technologies posted 36.4% diluted EPS growth in the second quarter and raised its full-year profit outlook for the second straight time.
Earnings · July 24, 2026

S&T Bancorp Profit Climbs as Loan Growth Offsets Deposit Runoff

S&T Bancorp (STBA) posted second-quarter net income of $36.6 million, or $1.02 a share, up 8.5% from the prior quarter as commercial lending expanded and margins widened.
Earnings · July 24, 2026

Revenue Rebounds as Acquisition Masks Core Decline

Revenue reached $8.97 billion as cash generation strengthened from the previous quarter.
Earnings · July 24, 2026

Surgery Partners Sells Idaho Falls Hospitals for $795 Million

Surgery Partners agreed to sell its Idaho Falls hospital interests to Intermountain Health for roughly $795 million in total consideration, a deal management said would be layered onto guidance it has already reaffirmed three times this year.
Earnings · July 24, 2026

Mapfre to Acquire Safety Insurance for $1.54 Billion

Safety Insurance Group (SAFT) agreed to be acquired by Mapfre for $105 a share in cash, a 44% premium, months after storm losses pushed the insurer to its first quarterly net loss in the period reviewed.
Earnings · July 24, 2026

RingCentral Lifts Guidance Again as AI Revenue Share Hits 13%

RingCentral's revenue growth accelerated to 5.9% in the second quarter, its fastest pace in a year, as the company raised its full-year outlook for the second straight quarter.
Earnings · July 24, 2026

Prudential Advances Reimbursements, Tightens Sales Oversight

The insurer had addressed ¥2.85 billion of the original ¥3.08 billion in claims by July 8.
Earnings · July 24, 2026

Ovintiv Raises Payout Target as Debt Falls After Anadarko Sale

Ovintiv (OVV) cut its net debt to $2.995 billion in the quarter, less than half the year-end 2025 level, after closing its $2.82 billion Anadarko divestiture.
Earnings · July 24, 2026

NextEra Energy raises growth targets following Dominion Energy merger proposal

Consolidated GAAP net income rose to $3.144 billion in the second quarter
Earnings · July 24, 2026

Modine Posts Fourth Straight Record Quarter, Lifts FY2027 Outlook

Modine Manufacturing's adjusted EBITDA climbed 40% to a record $146.1 million as its data-center cooling business kept reshaping the company ahead of a planned spin-off.
Earnings · July 24, 2026

HomeTrust's Margin Keeps Climbing as Credit Costs Jump

HomeTrust Bancshares (HTB) pushed its net interest margin to 4.41% in the June quarter even as a swing in off-balance-sheet exposure drove provision expense up 149% and return on assets slipped to 1.46%.
Earnings · July 24, 2026

Greene County Bancorp's Margin Widens to 2.86% as Loans Outrun Deposits

Net interest margin expanded 49 basis points to 2.86% at Greene County Bancorp, powering a third straight quarter of record net income even as deposit growth slowed to 2.8%.
Earnings · July 24, 2026

Flagstar Ends Margin Expansion as Commercial Loans Grow

Net interest margin slipped 2 bps to 2.13% as lower asset yields outweighed cheaper funding.
Earnings · July 24, 2026

Equity Lifestyle Raises Guidance as Pricing Offsets Occupancy Slip

Equity Lifestyle Properties posted normalized funds from operations of $0.74 a share in the second quarter, up 7.7% from a year earlier and above the midpoint of its prior guidance range.
Earnings · July 24, 2026

Community West Profit Slides as USB Merger Costs Bite

Community West Bancshares closed its merger with United Security Bancshares and pushed assets past $5 billion, but net income fell to $2.70 million from $11.49 million a quarter earlier.
Earnings · July 24, 2026

Customers Bancorp's Margin Bottoms as Reserve Cushion Thins

Customers Bancorp (CUBI) grew net interest income to $193.4 million in the second quarter even as its net interest margin fell to a 3.17% trough and reserve coverage of nonperforming loans slid to 293% from 337%.
Earnings · July 24, 2026

Booz Allen EPS Rises 22% as Book-to-Bill Ratio Improves

The consulting firm reported adjusted diluted earnings per share of $1.81 for the first quarter of fiscal 2027.
Earnings · July 24, 2026

ACNB's Margin Streak Hits 4.56% as Bank Steps Up Payouts

ACNB Corporation (ACNB) posted a fourth straight quarter of net interest margin expansion, reaching 4.56% in the second quarter, even as it paid out a $0.50 special dividend and pushed regular dividends up 10.5%.
Earnings · July 24, 2026

Berkshire Hathaway Completes $8.5 Billion Taylor Morrison Acquisition

The all-cash acquisition unified Berkshire’s regional builders with a national platform spanning 52 housing markets.
Deals · July 24, 2026

Surgery Partners to Sell Hospital Interests in $795 Million Cash Deal

The divestiture is part of a portfolio optimization strategy to shift focus toward high-value ambulatory surgery centers.
Deals · July 24, 2026

Matador to Buy Paloma Permian in $1.275 Billion All-Cash Deal

The acquisition would expand Matador’s Delaware Basin position and is expected to add production, reserves and operating efficiencies.
Deals · July 24, 2026

Second Request Lands on a $9 Billion Medical-Device Merger

Antitrust reviewers asked for more information, pushing the expected close into next year and putting the overlap analysis on the record.
Legal Watch · July 23, 2026

Volume Growth Carries Global Systemic Banks, Costs Split

Balance growth lifted eight of the season's eleven reporting global systemic banks, while a smaller cluster wrestled with rising costs and normalizing credit in the same breath.
Systemic Banks Monitor · July 23, 2026

Wyndham Raises Guidance Despite Franchisee Insolvency Hit

Wyndham Hotels & Resorts posted a 9% rise in adjusted EBITDA to $212 million even as it stripped out revenue tied to a collapsed European franchisee and raised its full-year outlook.
Earnings · July 23, 2026

Waste Connections Raises Outlook as Pricing Offsets Falling Volumes

Waste Connections (WCN) lifted its full-year revenue guidance to $10.02 billion-$10.05 billion after second-quarter revenue rose 6.4% to $2.562 billion, even as unit volumes fell for a second straight quarter.
Earnings · July 23, 2026

Thermo Fisher Accelerates Revenue Growth as Demand Strengthens

Organic revenue growth reached 5%, up from 1% in the prior quarter.
Earnings · July 23, 2026

Gentherm Posts Record Revenue as Margins and Cash Flow Slip

Gentherm reported record quarterly revenue of $416 million even as gross margin and operating cash flow both weakened from a year earlier.
Earnings · July 23, 2026

RTX Raises Full-Year Outlook Again as Backlog Tops $289 Billion

RTX (RTX) posted second-quarter sales of $24.7 billion, up 14% from a year earlier, and raised its full-year profit and revenue guidance for the second straight quarter.
Earnings · July 23, 2026

Roper Raises Outlook as Revenue Growth Slows

Adjusted earnings reached $5.38 a share, topping the prior forecast by eight cents.
Earnings · July 23, 2026