The Tip Desk

Industries — page 5

Realty Income Expands Credit Facilities, Raises Investment Outlook Above $6 Billion

The REIT upsized its revolving credit facility by 37.5% to $5.5 billion while cutting borrowing costs by five basis points.
Earnings · July 14, 2026

Klaviyo customer base tops 196,000 as AI drives revenue

The marketing-automation platform reported 13.5% year-over-year growth in revenue from repeat customers during last year’s Black Friday weekend.
Earnings · July 14, 2026

JPMorgan Chase Markets Revenue Surges as Investment Banking Rebounds

Net interest income rose 10% year-over-year to $25.6 billion in the second quarter.
Earnings · July 14, 2026

IBM Growth Slows Sharply on Infrastructure Pullback

The technology giant’s revenue rose just 1% in the quarter, missing its own full-year target.
Earnings · July 14, 2026

Cleanspark locks $6.6 billion data-center lease

The bitcoin miner-turned-infrastructure firm swung to a $378.3 million quarterly loss as it pivoted to AI hosting.
Earnings · July 14, 2026

Bitmine Boosts ETH Holdings as Staking Yields Dip

The crypto infrastructure firm now holds 5.77 million ETH tokens, or 4.8% of total supply.
Earnings · July 14, 2026

Bank of America NII Climbs for Seventh Straight Quarter as Trading Surges

Net interest income reached $16.2 billion, up 9% year-over-year, as fixed-rate assets repriced and loan balances expanded across every business line.
Earnings · July 14, 2026

Williams to Sell $5.34 Billion Stake in Power Innovation Projects to Blackstone

The pipeline giant partners with Blackstone, Apollo and KKR to fund its energy-infrastructure buildout while preserving balance-sheet capacity.
Deals · July 14, 2026

Energy Fuels to Buy VAC in $1.25 Billion Mine-to-Magnet Deal

The acquisition would create a fully integrated rare earth supply chain outside China, securing critical midstream metal and alloy capabilities.
Deals · July 14, 2026

Tactile Systems to Buy MyoSleeve Distribution Rights in $3 Million Deal

The asset purchase adds a wearable compression device to the company’s portfolio for earlier-stage chronic swelling patients.
Deals · July 14, 2026

Construction Partners to Acquire Ellsworth Construction

The acquisition expands the civil infrastructure company's footprint in Oklahoma's fastest-growing metropolitan areas.
Deals · July 14, 2026

Ferguson to Buy FloWorks in $1.6 Billion All-Cash Deal

The acquisition adds industrial distribution capabilities and geographic reach that Ferguson plans to extend across its non-residential customer base.
Deals · July 14, 2026

Supreme Court ruling sparks tariff refund wave

Companies begin reclaiming IEEPA tariffs after the Court’s decision, though recovery remains uneven and uncertain.
Filing Trends · July 13, 2026

Trico NIM Expands as Deposit Costs Ease

The California-based regional lender saw net interest margin rise 6 basis points to 3.25% in the second quarter.
Earnings · July 13, 2026

Plug Power Turns to Asset Sales as Cash Position Slides

Plug Power's unrestricted cash fell to roughly $162 million at quarter-end, down from $223 million three months earlier, pushing the company to lean on asset sales for liquidity.
Earnings · July 13, 2026

First Hawaiian's NIM Hits Five-Quarter High as TriCo Deal Reshapes Footprint

Net interest margin expanded 6 basis points to 3.25%, the strongest in five quarters, as the Hawaii lender agreed to acquire TriCo Bancshares in a $63.12-a-share all-stock deal.
Earnings · July 13, 2026

Babcock & Wilcox Bookings Jump 1,971% on Project Volume

The energy technology provider reduced net debt to $42.4 million as of March 31, 2026, down from $349.3 million a year earlier.
Earnings · July 13, 2026

First Hawaiian to Buy TriCo Bancshares in $2.02 Billion All-Stock Deal

The combination creates the leading Pacific banking franchise and gives First Hawaiian its long-sought scale on the California mainland.
Deals · July 13, 2026

Plug Power to Buy Texas, New York Projects in $218.5 Million Asset Deal

The transactions advance Plug’s infrastructure optimization plan targeting over $275 million in liquidity improvement.
Deals · July 13, 2026

First Hawaiian to Buy TriCo Bancshares in $2.02 Billion All-Stock Deal

The transaction aims to create a leading Pacific banking franchise by accelerating First Hawaiian's growth on the U.S. mainland.
Deals · July 13, 2026

DT Midstream expands interstate footprint via ONEOK acquisition

The company secured a 55% revenue increase for its Viking Gas Transmission unit through a FERC-approved settlement.
Utility Annual Reviews · July 12, 2026

HF Sinclair Maintains Midstream Structure Across Delaware Pipeline Entities

The company's regulated pipeline operations remained centered on its Delaware-incorporated limited liability subsidiaries during the 2024 reporting cycle.
Utility Annual Reviews · July 11, 2026

Ameren accelerates coal retirement and expands MISO transmission footprint

The holding company utilized securitized bonds to fund the closure of the Rush Island Energy Center while pursuing long-range transmission projects in Illinois and Missouri.
Utility Annual Reviews · July 11, 2026

Occidental Petroleum Income Rises on Higher Crude Prices

The energy company reported oil and gas pre-tax income of $1.0 billion for the first quarter.
Earnings · July 11, 2026

Invesco Flows Stall as Passive Demand Cools

Net long-term inflows collapsed to $8.0 billion in the second quarter, down from $18.9 billion in the prior period.
Earnings · July 11, 2026

Paycom shares slump as growth slows and buybacks surge

The payroll-software provider spent $1.06 billion repurchasing stock in the quarter while revenue growth decelerated to 7.8%.
Earnings · July 10, 2026

Ionis Raises Revenue Guidance Following First Independent Commercial Launch

The biotechnology company increased its full-year total revenue projection to as high as $900 million.
Earnings · July 10, 2026

Ares Real Estate Funds to Acquire Whitestone REIT in $1.7 Billion All-Cash Deal

Shareholders approved the $19-a-share buyout, giving Ares a portfolio of 56 open-air retail centers across fast-growing Texas and Arizona markets.
Deals · July 10, 2026

HSBC, BNY Lead RoTE Surge as G-SIB Capital Ratios Split

A four-bank cluster is pushing returns higher across three straight periods even as capital buffers move in opposite directions across the same panel.
Systemic Banks Monitor · July 9, 2026

Divergent Credit Loss Trends Hit Global Banking Reserves

HSBC expanded its expected credit loss allowance while Bank of America and UBS saw reserves contract.
Banking · July 9, 2026

Real Estate Operators Pivot to Liquidity and Asset Recycling

Real estate firms are aggressively optimizing balance sheets through strategic asset sales and debt refinancing as demand for specialized housing holds firm.
Financials Signal · July 9, 2026

Sterling Infrastructure Doubles Credit Line as Revenue Growth Accelerates

Sterling Infrastructure expanded its credit facility to $1.5 billion, a $1.05 billion increase, days after posting 92% revenue growth in the strongest quarter of a four-quarter acceleration.
Earnings · July 9, 2026

RH Swings to a Loss as Tariffs Squeeze Backorders

RH posted a $13.7 million net loss in its most recent quarter, its first in five, as backorders swelled by roughly $75 million on tariff-related delays.
Earnings · July 9, 2026

PepsiCo profit jumps on lower charges, volumes improve

The snack-and-beverage giant posted a 137% surge in second-quarter earnings per share.
Earnings · July 9, 2026

Moderna swings to revenue rebound on international demand

The biotech firm posted $389 million in first-quarter sales, a 260% jump from a year earlier.
Earnings · July 9, 2026

Levi Strauss Lifts Full-Year Guidance After Second-Quarter Profit Growth

The denim maker raised its full-year adjusted EPS outlook to $1.46 to $1.52, citing broad-based demand and margin gains.
Earnings · July 9, 2026

Energy Transfer raises annual EBITDA guidance on record volumes

The midstream company reported first-quarter adjusted EBITDA of $4.94 billion, a 20% increase over the prior year.
Earnings · July 9, 2026

Enerpac Bets $472 Million on Industrial Expansion

The company will acquire SFE Group for 10.6 times trailing adjusted EBITDA, lifting its addressable market by $1 billion.
Earnings · July 9, 2026

HF Sinclair returns to profit as refining margins climb

The energy company reported consolidated revenue of $7.12 billion for the first quarter of 2026.
Earnings · July 9, 2026

Copart Returns to Growth as Margins Expand

The online auto-auction company posted $1.2 billion in revenue, snapping a three-quarter decline.
Earnings · July 9, 2026

AZZ Lifts Full-Year Outlook After First-Quarter Sales Accelerate

The metal coatings and coil-coating company raised its fiscal 2027 sales guidance to as much as $1.85 billion after first-quarter revenue climbed 6.3%.
Earnings · July 9, 2026

Belden Completes $1.8 Billion Purchase of Vistance’s Ruckus Unit

The all-cash asset sale lets Vistance sharpen focus on its Aurora Networks business and return proceeds to shareholders.
Deals · July 9, 2026

Enerpac Tool Group to Buy SFE Group in $472 Million Cash Deal

The acquisition aims to advance Enerpac's pure-play industrial tools strategy by expanding its presence in high-margin tool categories.
Deals · July 9, 2026

Hardware Cost Pressures Return Across Tech Suppliers

NetApp, Gsi Technology and Ciena are again confronting tighter supply and higher component costs as AI-driven demand strains semiconductor and electro-optical markets.
Filing Trends · July 8, 2026

Systemic Banks Split on Credit Provisions Amid Sector Stress

Divergent asset quality trends emerge as Korean and European lenders hike provisions while North American peers see declines.
Banking · July 7, 2026

The Cost Absorption Problem Hitting Oilfield Margins

Across oilfield equipment and services, revenue is holding up far better than earnings, as customers cut activity while costs refuse to fall at the same pace.
Fathom Files · July 7, 2026

Unum Doubles Down on LTC Reinsurance, Reserve Mix Shifts to Group

Unum Group struck a second Fortitude Re deal ceding $3.8 billion of long-term-care statutory reserves, pushing its cumulative reduction in that book toward 40%.
Earnings · July 6, 2026

Solstice Advanced Materials to Acquire Element Solutions for $14.5 Billion

The specialty-materials maker's largest deal since its 2025 spin-off would nearly double annual sales to $6.8 billion and push net leverage to roughly 3.5 times at close.
Earnings · July 6, 2026

Keel Infrastructure Swings to Deep Loss as Redomiciliation Costs Mount

The HPC infrastructure developer posted a $127.6 million net loss in the first quarter, more than tripling from a year earlier, as it absorbed restructuring charges tied to its U.S. redomiciliation and Latin American exit.
Earnings · July 6, 2026

Kyndryl Adjusted Pretax Income Rises 21% Amid Flat Revenues

The infrastructure services provider reported fiscal year 2026 adjusted pretax income of $581 million.
Earnings · July 6, 2026