The Tip Desk

Industries — page 3

Philip Morris Posts Record Revenue as Pricing Lifts Growth

Adjusted operating margin widened 0.7 percentage point to 42.6% in the second quarter.
Earnings · July 22, 2026

Northern Trust Raises Dividend as Net Interest Income Climbs

The custody-and-asset-management franchise reported a 1.81% net interest margin and a 10% increase to its quarterly dividend.
Earnings · July 22, 2026

Moody's Revenue Accelerates as Transactional Volume Gains Momentum

The financial services provider reported second-quarter revenue of $2.2 billion, a 15% increase from the prior year.
Earnings · July 22, 2026

GE Vernova Raises Cash-Flow Guidance as Power Backlog Swells

GE Vernova posted 88% organic order growth and lifted its 2026 free-cash-flow target to $11.5-$12.5 billion, nearly double the range it set at the start of the year.
Earnings · July 22, 2026

TE Connectivity to Buy Astrodyne TDI in $1.4 Billion Deal

TE Connectivity is deepening its bet on mission-critical power management with a second nine-figure acquisition inside eighteen months.
Deals · July 22, 2026

Repligen to Buy BioLife Solutions in $1.5 Billion Mixed Deal

The acquisition would expand Repligen’s cell-therapy offering with a high-margin consumables business built on recurring revenue.
Deals · July 22, 2026

Public Storage Completes $10.5 Billion National Storage Affiliates Deal

The all-stock acquisition expanded Public Storage’s global platform to more than 4,500 properties.
Deals · July 22, 2026

Progress Software to Buy Domo AI and Data Business for $400 Million

The asset purchase allows Progress to integrate Domo's data platform while the target preserves over $900 million in tax attributes.
Deals · July 22, 2026

NOVAGOLD to Buy Paulson Donlin Stake in $4.2 Billion All-Stock Deal

The consolidation would give the gold developer a streamlined structure for advancing and financing Donlin Gold.
Deals · July 22, 2026

Rocket Lab to Buy Iridium in $8 Billion Mixed-Cash Deal

The acquisition vertically integrates Rocket Lab's launch and satellite manufacturing with Iridium's global communications network and L-band spectrum.
Deals · July 22, 2026

Vita Coco Buys Copra in $175 Million Mixed-Consideration Deal

The acquisition added coconut-water capacity and tied further payments to Copra’s 2028 financial performance.
Deals · July 22, 2026

American Industrial Partners to Buy Avanos in $1.27 Billion Cash Deal

The transaction would give Avanos greater flexibility and resources to expand its medical-device business as a private company.
Deals · July 22, 2026

A Data-Infrastructure IPO Prices Above Range, Then Trades Through It

The first sizeable software listing of the half priced at $31 and closed its first session well above, reopening a shut window.
IPO Watch · July 21, 2026

Valmont Raises Outlook as Infrastructure Growth Accelerates

Second-quarter net sales reached $1.119 billion, up 6.5% from a year earlier.
Earnings · July 21, 2026

Synchrony Profit Falls 8% as Credit Quality Improves, Growth Returns

Synchrony Financial reported second-quarter net earnings of $885 million, down 8% from a year earlier, even as purchase volume hit an all-time high of $49.8 billion.
Earnings · July 21, 2026

NeoGenomics revenue rises 11% as NGS growth slows

The oncology diagnostics company reported fourth-quarter revenue of $190 million.
Earnings · July 21, 2026

MSCI Raises Cash-Flow Outlook as Subscription Growth Accelerates

The index and analytics provider posted second-quarter revenue of $867.0 million.
Earnings · July 21, 2026

Marsh & McLennan Underlying Revenue Growth Accelerates

The professional services firm reported adjusted earnings per share of $9.02, a 9% increase from the prior year.
Earnings · July 21, 2026

KeyCorp Lifts Interest Income as Margin Gains Slow

Taxable-equivalent net interest income rose 2.3% sequentially to $1.258 billion.
Earnings · July 21, 2026

Hasbro Raises Full-Year Outlook as Digital Gaming Gains Accelerate

The toy and game maker raised its full-year revenue guidance to a range of 5% to 7% in constant currency.
Earnings · July 21, 2026

Equifax Revenue Growth Accelerates Despite Legal Charge on Net Income

Equifax posted revenue of $1.700 billion in the second quarter, up 11% from a year earlier, even as a new legal settlement charge pulled net income down 4%.
Earnings · July 21, 2026

Danaher Raises Profit Outlook as Core Growth Accelerates

The company lifted its full-year adjusted earnings forecast to $8.45 to $8.60 a share.
Earnings · July 21, 2026

Santander's Webster Acquisition Clears ECB, Awaits Fed Sign-Off

Banco Santander's cash-and-stock purchase of Webster Financial has cleared shareholder, OCC and ECB approval, leaving only the Federal Reserve between the deal and a second-half 2026 close.[1]
Deals · July 21, 2026

Mavis Tire Express to Buy Pep Boys in $700 Million Cash Deal

The acquisition expands Mavis's retail footprint across the Western United States and grows its network to more than 4,400 service centers [1].
Deals · July 21, 2026

First Financial to Buy Finward in All-Stock Deal

The transaction would extend First Financial’s reach across northwest Indiana and Chicago through a 24-location, low-cost deposit franchise.
Deals · July 21, 2026

CMA CGM Group to Buy FedEx Supply Chain in $1.4 Billion Deal

The divestiture is part of a strategic portfolio streamlining effort by FedEx as it reshapes its global logistics footprint.
Deals · July 21, 2026

EQT Completes $77 Million Acquisition of Blackline Midstream

The all-cash asset deal gives EQT (EQT) new propane infrastructure to sharpen flow assurance and open international supply channels as it deepens its vertical-integration push.
Deals · July 21, 2026

Equifax to Buy Círculo de Crédito in $750 Million Mexico Deal

Equifax is adding Mexico's fastest-growing credit bureau in a bolt-on that fits the company's stated formula of accretive acquisitions paired with continued shareholder returns.
Deals · July 21, 2026

Baxter Recalls Hillrom Volara Patient Circuits

Baxter International recalled the Hillrom Volara P.Circuit 5Kit due to reports of air and medication leakage from the nebulizer cup.
FDA · July 20, 2026

Baxter Recalls Hillrom Volara Patient Circuit

Baxter recalled a Hillrom Volara patient circuit after reports of air and medication leakage from the nebulizer cup during therapy.
FDA · July 20, 2026

Baxter Recalls Hillrom Volara Circuit Kits in Class I Action

Baxter International recalled Hillrom Volara System patient circuit kits after the FDA said a nebulizer cup could leak air and medication during therapy, designating the action Class I.
FDA · July 20, 2026

Baxter Recalls Hillrom VOLARA Circuit Kit

Baxter recalled a Hillrom VOLARA patient circuit kit after reports of air and medication leakage from the nebulizer cup during therapy.
FDA · July 20, 2026

Zions' Margin Holds at 3.27% as Credit Costs Collapse and Buybacks Resume

Zions Bancorporation (ZION) grew net interest income 4% YoY to $677 million in the second quarter as loan growth accelerated to an 8% annualized pace and the CET1 ratio climbed to an estimated 11.8%.
Earnings · July 20, 2026

W. R. Berkley Premium Growth Accelerates as Underwriting Improves

The insurer’s combined ratio improved to 90.0% as catastrophe losses declined.
Earnings · July 20, 2026

TXNM Energy Pushes Merger Deadline to 2027 Amid Regulatory Pause

TXNM Energy extended its merger termination date to May 31, 2027, and disclosed a new $400 million term loan to unwind a voided 2025 stock transaction that has stalled New Mexico regulators' review.
Earnings · July 20, 2026

Royal Caribbean Lowers Annual Profit Guidance Despite Revenue Growth

The cruise operator reported first-quarter revenue of $4.5 billion, an 11% increase from the prior year.
Earnings · July 20, 2026

LXP Agrees to $5.2 Billion Brookfield Takeover

Shareholders would receive $61.20 a share in cash under the proposed acquisition.
Earnings · July 20, 2026

Domino's Pizza reports slowing global retail sales growth

Global retail sales growth, excluding foreign currency impact, decelerated to 3.0% in the second quarter.
Earnings · July 20, 2026

Bok Financial Net Income Rises to $176.5 Million

The regional bank reported a net income of $176.5 million for the second quarter of 2026.
Earnings · July 20, 2026

Zurn Elkay Water Solutions to Acquire Intellihot

The acquisition marks Zurn Elkay's initial expansion into the commercial tankless water heating market to provide integrated building solutions.
Deals · July 20, 2026

Blackstone Extends $11.5 Billion TXNM Energy Cash Deal

The extension gave the companies more time to secure New Mexico approval for a utility acquisition aimed at funding grid growth and clean-energy investment.
Deals · July 20, 2026

Tempus AI to Buy Personalis in $1.5 Billion Mixed Deal

The acquisition would bring Personalis’ residual-disease testing into Tempus’ AI-enabled precision-oncology platform.
Deals · July 20, 2026

Solstice Advanced Materials to Buy Element Solutions in $14.5 Billion Deal

The acquisition creates an integrated electronics platform focused on advanced packaging and next-generation semiconductor materials.
Deals · July 20, 2026

Tempus AI to Buy Personalis in $1.5 Billion Mixed Deal

The acquisition would fold Personalis’ residual-disease tests into Tempus’ AI-enabled precision-oncology platform.
Deals · July 20, 2026

Magnolia Oil & Gas to Buy WildFire Energy in $4.06 Billion Deal

The deal more than doubles Magnolia's Giddings footprint and knits together a contiguous Eagle Ford and Austin Chalk position in South Texas, all while staying immediately accretive to per-share metrics.
Deals · July 20, 2026

Brookfield, CPP Investments to Buy LXP in $5.2 Billion Cash Deal

The buyers targeted a nationwide logistics portfolio with durable leases and opportunities for active asset management.
Deals · July 20, 2026

Element Solutions to Buy Solstice in All-Stock Deal

The combination would create an integrated electronics-materials platform spanning advanced packaging and next-generation semiconductor technologies.
Deals · July 20, 2026

Cracker Barrel to Sell Maple Street Biscuit Company Assets to Biscuit Belly

The divestiture is intended to sharpen the company's focus on its core brand and improve overall profitability.
Deals · July 20, 2026

Cardinal Health to Buy AdaptHealth's Diabetes Unit for $235 Million

The all-cash asset deal lets AdaptHealth shed its diabetes device business to sharpen its focus on sleep and respiratory care in the home.
Deals · July 20, 2026

Enbridge Pursues Aggressive Rate Adjustments Across Northeast Gas Portfolio

The company filed significant Section 4 rate cases for its Algonquin and Maritimes subsidiaries while securing a settlement for Texas Eastern.
Utility Annual Reviews · July 19, 2026