The Tip Desk

Industries — page 2

Visa revenue growth slows as operating expenses climb

The payments processor reported net revenue of $11.6 billion for the third quarter.
Earnings · July 29, 2026

S&P Global Lifts Profit as Ratings, Indices Drive Growth

Adjusted earnings rose 23% to $4.83 a share as margins widened.
Earnings · July 29, 2026

Sherwin-Williams Growth Accelerates, Lifts Full-Year EPS Guidance

Sherwin-Williams posted 7.5% sales growth and 14.3% diluted EPS growth in the second quarter, prompting the paint maker to raise its full-year earnings outlook for the first time this year.
Earnings · July 29, 2026

Illinois Tool Works Raises Outlook as Organic Growth Accelerates

Operating income reached a company-record $1.147 billion as margins widened.
Earnings · July 29, 2026

Corning's Optical and AI Bets Push Ninth Straight Growth Quarter

Corning posted 17% core sales growth to $4.74 billion in the second quarter, its ninth consecutive quarter of year-over-year gains, while naming Amazon and NVIDIA as new optical-networking partners.
Earnings · July 29, 2026

Ford Raises Full-Year Profit Outlook Despite Revenue Decline

The automaker raised its full-year adjusted EBIT guidance to as high as $11.0 billion.
Earnings · 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

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

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

Revenue Rebounds as Acquisition Masks Core Decline

Revenue reached $8.97 billion as cash generation strengthened from the previous 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

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

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

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

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

Thermo Fisher Accelerates Revenue Growth as Demand Strengthens

Organic revenue growth reached 5%, up from 1% in the prior quarter.
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

PG&E Lifts Profit as Lower Costs Widen Margins

Core earnings increased 36% to $920 million as operating expenses declined.
Earnings · July 23, 2026

Honeywell Raises Full-Year Outlook Following Aerospace Spin-Off

The industrial conglomerate raised its full-year adjusted earnings per share guidance to a range of $8.05 to $8.35.
Earnings · July 23, 2026

Huntington Grows Loans as Deposit Costs Pinch Margin

Net interest income rose 9% QoQ to $2.052 billion as loan growth outweighed modestly higher funding costs.
Earnings · July 23, 2026

Dover Raises Full-Year Outlook as Organic Growth Accelerates

The diversified manufacturer raised its full-year adjusted earnings guidance to a range of $10.55 to $10.75 a share.
Earnings · July 23, 2026

Blackstone's Fee Earnings Jump 22% as Perpetual Capital Expands

Blackstone (BX) reported fee related earnings of $1.8 billion, up 22% year over year, as perpetual capital vehicles grew to 48% of fee-earning assets and the firm raised its quarterly dividend 11% to $1.29 a share.
Earnings · July 23, 2026

USA Rare Earth to Acquire Carester Assets in France Processing Deal

The asset purchase deepens USA Rare Earth's April stake in the French separation specialist into full ownership of its processing platform, tying Carester's output to feedstock from Round Top and Serra Verde.
Deals · July 23, 2026

Mapfre to Buy Safety Insurance in $1.54 Billion Cash Deal

The combination would give the New England insurer Mapfre’s global resources while preserving its regional brand and agency relationships.
Deals · July 23, 2026

Northrim to Buy PBCO Financial in $167.3 Million All-Stock Deal

The merger gives Northrim Bancorp its first out-of-state branch expansion, extending the Alaska lender's community banking franchise into Southern Oregon and the Willamette Valley.
Deals · July 23, 2026

LightPath to Sell China Unit, Completing NDAA-Compliant Pivot

LightPath Technologies agreed to divest its Zhenjiang, China manufacturing operations for $4.5 million, capping a multi-year shift to a fully Western-aligned supply chain for defense optics.
Deals · July 23, 2026

Repligen to Buy BioLife in $1.5 Billion Cash-and-Stock Deal

The acquisition would expand Repligen’s cell-therapy offering with a biopreservation business built on recurring consumables revenue.
Deals · July 23, 2026

Akzo Nobel to Buy Axalta Coating Systems in All-Stock Deal

The companies refined governance arrangements following shareholder dialogue to create a premier global coatings entity.
Deals · July 23, 2026

A Consent Order Lands on a Regional Lender's BSA Program

The order caps asset growth until remediation is certified — a constraint that binds strategy, not just compliance.
Legal Watch · July 22, 2026

Packaged Food's Margin Cushion Is Thinning

Across a slice of branded food companies, pricing and productivity are still absorbing input-cost shocks that briefly broke through at one name, but the volume damage from those same price increases is starting to show up underneath the numbers.
Fathom Files · July 22, 2026

Wabtec Raises Outlook as Sales Growth Accelerates

Operating cash flow more than doubled to $441 million as conversion reached 82%.
Earnings · July 22, 2026

TE Connectivity's Organic Growth Reaccelerates as Industrial Overtakes Autos

TE Connectivity posted record adjusted earnings of $2.94 a share, even as operating-margin gains and free cash flow both cooled from prior quarters.
Earnings · July 22, 2026

AT&T Expands Profit as Connectivity Growth Accelerates

Free cash flow rebounded to $4.7 billion, nearly doubling from the first quarter.
Earnings · July 22, 2026

Southern Copper Posts Record Profit as Metal Prices Climb

Adjusted EBITDA reached $2.856 billion as the margin widened to 66.6%.
Earnings · July 22, 2026