The Tip Desk

Industries — page 15

Corteva raises full-year guidance as seed sales offset crop protection pricing

The agricultural company projected full-year operating EBITDA between $4.1 billion and $4.3 billion in a July update.
Earnings · August 20, 2026

BILL Cuts Costs, Lifts Profit as Revenue Growth Set to Slow

The payments-software company posted $101.6 million in non-GAAP operating income for its fiscal fourth quarter, up 80% from a year earlier, even as it guided for revenue growth to decelerate in fiscal 2027.
Earnings · August 20, 2026

ScanSource to Buy MicroAge in $220.5 Million All-Cash Deal

ScanSource said the acquisition would push it deeper into higher-margin cloud, cybersecurity, data center and AI solutions work.
Deals · August 20, 2026

JBS to Acquire Pilgrim’s Pride in All-Stock Deal

The transaction aims to integrate the poultry producer into a more diversified global multi-protein and prepared foods platform.
Deals · August 20, 2026

Toll Brothers Profit Drops 24% as Deliveries Slide, Margins Shrink

The luxury homebuilder posted $280.1 million in net income as delivered volume fell 10% and adjusted gross margin narrowed for a third consecutive quarter.
Earnings · August 19, 2026

Mercury Systems Bookings Nearly Double as Backlog Hits Record $1.9 Billion

Mercury Systems (MRCY) closed fiscal 2026 with fourth-quarter bookings of $660 million, up 93.1% from a year earlier, even as revenue growth slowed to 6.1%.
Earnings · August 19, 2026

Keysight Orders Top $2 Billion Again as AI Test Demand Accelerates

The electronic-measurement company posted $1.85 billion in quarterly revenue, beating its own guidance by nearly $100 million.
Earnings · August 19, 2026

Jack Henry's Fourth-Quarter Margin Contracts as Spending Outpaces Revenue

The financial-technology provider's GAAP operating margin fell 410 basis points in the quarter even as faster-payments revenue surged 47%.
Earnings · August 19, 2026

Home Depot Sales Accelerate as Average Ticket Gains Offset Traffic

Net sales rose 5.7% to $47.9 billion in the second quarter of fiscal 2026.
Earnings · August 19, 2026

Starfighters Impairs Aerovision Deposits and Sues Seller

The F-104 operator booked a $5.15 million deposit impairment and a $11.46 million net loss for the three months ended June 30, 2026.
Earnings · August 19, 2026

Copart Brings Back Former CEO Adair as Revenue Growth Stalls

The vehicle auctioneer posted $1.2 billion in quarterly revenue, up 2.1%, as it reshuffled its leadership ranks.
Earnings · August 19, 2026

Clean Energy Technologies' Gross Profit Collapses as China Gas Mix Shifts

Gross profit for the six months ended June 30, 2026 was $3,689, versus $635,535 a year earlier, as China natural gas filled the books and clean-energy system sales vanished.
Earnings · August 19, 2026

Francisco Partners to Buy Weave Communications in $650 Million Cash Deal

The acquisition aims to accelerate the development of Weave's AI-powered healthcare platform and expand its revenue cycle management capabilities.
Deals · August 19, 2026

Rexford Industrial to Sell $1.2 Billion Industrial Portfolio in Asset-Purchase Deal

The sale advances Rexford's $2.0 billion portfolio realignment, with proceeds earmarked for 2027 debt repayment, buybacks and internal development.
Deals · August 19, 2026

BioMarin to Buy Alesta Therapeutics in $275 Million Cash Deal

The acquisition aims to expand BioMarin's presence in larger rare disease markets via a potential oral alternative to injectable therapies.
Deals · August 19, 2026

HIVE Swings to $142.9 Million Loss on Swedish Tax Charge, Cash Jumps

HIVE Digital Technologies posted a $142.9 million net loss driven by an $84.7 million non-cash provision for contested Swedish VAT assessments, even as revenue rose 73.5% to $79.1 million.
Earnings · August 18, 2026

WhiteFiber to Buy North Carolina Industrial Properties in $60 Million Cash Deal

The company intends to use a retrofit-first development strategy to convert the industrial sites into AI data center campuses.
Deals · August 18, 2026

Universal Health Services Completes Acquisition of Talkspace

The deal creates the nation's first full continuum of behavioral healthcare, linking virtual, outpatient and inpatient services under one roof.
Deals · August 18, 2026

TTM Technologies to Buy Epiq Solutions in $1.1 Billion Cash Deal

The deal pushes TTM further up the defense value chain, adding signals-intelligence and electronic-warfare technology to a company built on circuit boards and RF hardware.
Deals · August 18, 2026

Universal Health Services Completes Acquisition of Talkspace

The deal creates a full continuum of behavioral healthcare services by integrating a virtual health platform with a network of physical facilities.
Deals · August 18, 2026

Sonida Senior Living to Acquire CHP in $1.8 Billion Mixed Deal

The combination creates a $3.3 billion pure-play senior housing platform and the eighth-largest owner of U.S. senior living assets.
Deals · August 18, 2026

Pilgrim's Pride to Acquire Walkers Deli & Sausage Company

The acquisition aims to expand the company's presence in the United Kingdom's value-added premium pork categories.
Deals · August 18, 2026

Nvidia to Buy SB Energy in $1.5 Billion Deal

The acquisition secures critical power and land capacity to host exclusive AI factories amid surging global demand for compute infrastructure.
Deals · August 18, 2026

HomeTrust Bancshares to Buy Blue Ridge Bankshares in $448.1 Million All-Stock Deal

The acquisition expands HomeTrust's footprint into Virginia markets to create a regional commercial bank with over $7 billion in assets.
Deals · August 18, 2026

Banner to Acquire Pacific Financial in $177 Million All-Stock Deal

The combination deepens Banner's footprint across Western Washington and Oregon, adding a 55-year-old community bank with $1.29 billion in assets.
Deals · August 18, 2026

AvalonBay to Buy Equity Residential in $70 Billion All-Stock Deal

The merger of equals creates Vivmark Residential, a rental housing giant aimed at leveraging scale to drive structurally superior earnings growth.
Deals · August 18, 2026

Flexsteel's Year-Over-Year Sales Growth Slows to 0.7%

Fourth-quarter net sales were $115.4 million, the eleventh straight year-over-year gain, as IEEPA tariff refunds lifted gross margin to 30.0%.
Earnings · August 17, 2026

Sempra's Cameron Interstate Pipeline Locks In Steady Revenue on LNG Backbone

Cameron Interstate Pipeline held rates flat and construction quiet in 2024, leaning instead on a $410 million backlog of fixed-fee contracts tied to Sempra's Cameron LNG export venture.
Utility Annual Reviews · August 16, 2026

MPLX's Twelve FERC Carriers Show Ozark Rate Win, THPP Standoff

MPLX's oil-pipeline subsidiaries closed out 2024 with a court victory on Ozark's market-based rates and an unresolved tribal-land dispute still idling part of the Tesoro High Plains system.
Utility Annual Reviews · August 15, 2026

Dominion Energy Expands Gas and Wind Capacity Across Mid-Atlantic

The holding company is balancing a massive offshore wind build-out with new combined-cycle natural gas stations to meet regional demand.
Utility Annual Reviews · August 15, 2026

Supply Chain Disruptions Spread Beyond Tariffs Into Labor and Tech

Six U.S. companies across disparate industries report intensifying multi-modal supply chain constraints spanning tariffs, skilled labor shortages, component bottlenecks, and logistics disruptions.
Filing Trends · August 14, 2026

Media Earnings: Demand, Outlook Broadly Upbeat as Costs Diverge

Communications and media companies described a strong demand backdrop and confident guidance for the second quarter of 2026, even as cost management and hiring told a more uneven story.
Industry Earnings Roundup · August 14, 2026

Materials & Chemicals: Demand and Pricing Firm, Costs Squeeze

Materials and chemicals producers reported broad demand and pricing strength this quarter, but rising input costs ate into much of the gain.
Industry Earnings Roundup · August 14, 2026

Healthcare Earnings: Demand Surges, Costs Bite Back

Healthcare and pharma companies described broad-based patient and prescription demand alongside investment-heavy capex plans, even as input costs emerged as the one category tilting negative.
Industry Earnings Roundup · August 14, 2026

Financial Services Earnings: Demand Strong, Costs Bite Back

Financial services companies reported broad demand strength and expanding capex plans in 2026Q2, even as rising input costs and a softening insurance pricing cycle complicated the picture.
Industry Earnings Roundup · August 14, 2026

Energy Earnings: Demand Runs Hot, Capex Stays Disciplined

Across oilfield services, midstream and E&Ps, management teams described strengthening activity and firming prices while working costs down rather than opening the spending taps.
Industry Earnings Roundup · August 14, 2026

Banks Post Broad Loan Growth as Funding Costs Ease

Lenders described widespread loan and deposit growth alongside falling deposit costs, even as a chunk of the group flagged rising personnel and technology spending.
Industry Earnings Roundup · August 14, 2026

Nasdaq Staff Moves to Delist CN Healthy Food Tech

Net income was $3.06 million, or $0.06 a share, after a $308,997 loss in the prior quarter.
Earnings · August 14, 2026

Teamshares Reaffirms 2026 Pro Forma Adjusted EBITDA Target

The tech-enabled acquiror posted $148.7 million of second-quarter revenue and $9.5 million of net income, and said it has about $30 million of annual SME EBITDA under LOI against a $40 million acquired-EBITDA goal.
Earnings · August 14, 2026

Sidus Space's Revenue Growth Reversed

Second-quarter revenue fell 54% to $583,000, reversing the growth Sidus Space had reported at the start of the year.
Earnings · August 14, 2026

Sadot Completes TradeOS Integration After Zero-Revenue Quarter

The agri-food supply-chain company booked $35.2 million of net income, or $109.16 a share, after a $15.2 million loss in the prior quarter.
Earnings · August 14, 2026

Perpetua Starts Critical-Path Work After Injunction Denial

U.S. EXIM approved a $2.9 billion loan, up from an approximately $2.7 billion proposal, as the company posted a $97.5 million net loss for the three months ended June 30, 2026.
Earnings · August 14, 2026

Neumora Pulls NMRA-215 and NMRA-511 Clinical Starts Earlier

Cash and cash equivalents were $116.8 million as of June 30, 2026, a position the company said is expected to fund operations into the third quarter of 2027.
Earnings · August 14, 2026

Maui Land's Net Loss Narrows After Pension Charges

The company posted a $3.69 million net loss for the six months ended June 30, 2026, as pension-plan termination charges that had weighed on the year-earlier period did not recur.
Earnings · August 14, 2026

Galectin Aligns With FDA on Belapectin Phase 3 Design

The company said it expects to submit the registrational protocol in the third quarter of 2026 after agreeing on a composite liver outcome endpoint and a single 2 mg/kg dose.
Earnings · August 14, 2026

Digi Power X Began Generating AI Compute Revenue

Digi Power X recorded approximately $1.1 million of GPU rental revenue in its second quarter, bringing its AI infrastructure transition into revenue-producing operations.
Earnings · August 14, 2026

Cue Books CUE-221 Food-Allergy IND After Licensing

The clinical-stage biopharmaceutical company posted a $153.1 million net loss as it absorbed one-time costs of licensing CUE-221 and then raised $50 million after quarter-end.
Earnings · August 14, 2026

Canton Strategic Records First Revenue From Network Operations

Canton Strategic reported $1.50 million in quarterly revenue, largely from locking Canton Coin for network participants, while digital-asset losses dominated its results.
Earnings · August 14, 2026

Bimergen Drops Redbird and Wildfire From Ready-to-Build List

The developer still lists about 3.6 gigawatts of alternating-current capacity and now names CAISO among the ISO regions serving that pipeline.
Earnings · August 14, 2026

Zenas Receives FDA Acceptance of Obexelimab BLA

The clinical-stage biopharmaceutical company posted a $111.5 million net loss as it prepared for a potential May 27, 2027, PDUFA decision on obexelimab for IgG4-related disease.
Earnings · August 13, 2026