The Tip Desk

Industries — page 6

CoreCivic sells prisons, lifts profit outlook

The operator raised its 2026 adjusted EBITDA forecast to as much as $461.8 million after asset sales.
Earnings · July 6, 2026

AbbVie Lowers Annual Profit Guidance Amid Billion-Dollar Acquisition

The biopharmaceutical company reduced its full-year adjusted diluted EPS range to $13.91 - $14.11 following a $10.9 billion deal for Apogee Therapeutics.
Earnings · July 6, 2026

Unum to Buy Fortitude Reinsurance Block in $3.8 Billion Asset Deal

The transaction advances Unum’s strategy to reduce exposure to its legacy long-term care business while sharpening focus on its employee benefits franchise.
Deals · July 6, 2026

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

The acquisition deepens Solstice's exposure to semiconductor fabrication, AI infrastructure and data-center cooling as demand for advanced materials accelerates.
Deals · July 6, 2026

Solaris Energy to Buy Global Energy Services in $55 Million Mixed Deal

The acquisition expands Solaris’s end-to-end power capabilities from plant installation through life-of-asset maintenance.
Deals · July 6, 2026

Solstice to Buy Element Solutions in $14.5 Billion Cash-and-Stock Deal

Solstice Advanced Materials agreed to acquire Element Solutions in a deal designed to deepen its exposure to electronics, AI infrastructure and data center cooling markets.
Deals · July 6, 2026

Clarivate to Sell Life Sciences Unit in $600 Million Asset Deal

The divestiture sharpens Clarivate’s focus on AI-driven intelligence for academia and intellectual property, the company said.
Deals · July 6, 2026

Retailers reap windfalls from card fee settlements

Dillard’s, Dick’s Sporting Goods and Macy’s booked hundreds of millions in one-time gains from interchange litigation, lifting earnings and cash flow.
Filing Trends · July 6, 2026

FERC, Texas and Florida Regulators Set New Utility ROEs

Recent authorizations include a 9.98% base ROE for MISO transmission owners and a 7.76% return for Water Oak.
Rate Case Watch · July 5, 2026

Florida, Texas and FERC Issue New Utility ROE Determinations

Recent regulatory orders establish new return on equity benchmarks for utilities across Florida, Texas, and FERC jurisdictions.
Rate Case Watch · July 5, 2026

FERC Sets New ROE Determinations for SPP and Bangor Hydro

Recent FERC orders establish authorized returns on equity ranging from 9.57% to 11.06% across multiple jurisdictions.
Rate Case Watch · July 5, 2026

Chinese Systemic Banks Lead Surge in Credit Impairment Losses

Major lenders in China and Europe report rising provisions amid shifting portfolio risks and regulatory requirements.
Banking · July 5, 2026

Buybacks Now Ride on Balance-Sheet Room, Not Cash

A widening slice of corporate repurchase programs are being sustained less by surplus recurring cash than by leverage capacity, working-capital timing, or customer float, meaning the same market that grants that room can just as easily take it away.
Fathom Files · July 5, 2026

U.S. Community Bank Deposits Stabilize as Capital Buffers Grow

Regional and community banks saw total assets climb to $3.7 trillion in the first quarter of 2026 amid a broad recovery in deposit flows.
Banking · July 4, 2026

Tesla vehicle deliveries rise 34% on Model 3/Y growth

The electric vehicle maker delivered 480,126 vehicles in the second quarter of 2026.
Earnings · July 2, 2026

S&P Global Spins Off Mobility Unit in $3.1 Billion Deal

The data provider completed the separation of its Mobility division into a standalone company with $1.75 billion in annual revenue.
Earnings · July 2, 2026

Rivian's Software Revenue Surges 49% as Auto Gross Profit Swings to Loss

The EV maker's consolidated revenue grew 11% to $1.38 billion, but automotive margins buckled under a $100 million drop in regulatory credit sales.
Earnings · July 2, 2026

Alliance Resource Partners to Buy AllDale Minerals Interests in $206 Million Mixed Deal

The acquisition nearly doubles ARLP's net royalty acreage in the Permian Basin and adds a foothold in the Haynesville shale.
Deals · July 2, 2026

Reinsurer trims assets as in-force book holds steady

Reinsurance Group of America’s total assets fell to $156.6 billion at year-end 2025.
Earnings · July 1, 2026

QXO Closes TopBuild Deal, Targets $300 Million in Annual Synergies by 2030

The building-products distributor now commands the top position in insulation, waterproofing, and key lumber markets after completing its acquisition of TopBuild Corp.
Earnings · July 1, 2026

O'Reilly Automotive Posts Reaccelerating Growth, Raises EPS Outlook

O'Reilly Automotive's comparable store sales jumped to 8.1% in the first quarter, up from 5.6% the prior period, as the auto-parts retailer lifted its full-year profit guidance.
Earnings · July 1, 2026

General Mills posts profit rebound as margins recover

The packaged-foods company swung to a 27% jump in adjusted earnings after four quarters of declines.
Earnings · July 1, 2026

Flutter Cuts Full-Year Guidance as Profit Margins Compress

Flutter Entertainment's first-quarter revenue rose 17% to $4,304 million, but net income fell 38% and the company lowered its 2026 outlook.
Earnings · July 1, 2026

Eversource Sells Water Unit, Trims Earnings Outlook

The utility booked a $115 million after-tax charge tied to the $2.4 billion divestiture.
Earnings · July 1, 2026

Dynatrace Targets Rule of 50 by 2029 as ARR Tops $2 Billion

The observability-software maker crossed $2 billion in annual recurring revenue in its fiscal fourth quarter, closing a year in which it raised guidance three times.
Earnings · July 1, 2026

Columbia Banking System NIM Compresses as Asset Balances Dip

Net interest margin fell 10 bps to 3.96% in the first quarter as the bank navigated lower interest-earning asset balances.
Earnings · July 1, 2026

Consortium Led by Robert Ortenzio to Buy Select Medical in $3.9 Billion Deal

The all-cash take-private transaction is led by the company's executive chairman and private equity firm Welsh, Carson, Anderson & Stowe.
Deals · July 1, 2026

QXO Completes $17 Billion TopBuild Acquisition in Mixed Deal

The transaction expands QXO’s scale across the building products value chain and advances its goal of $50 billion in revenue by 2030.
Deals · July 1, 2026

Kimball Electronics to Buy Helvoet Polymer in €90 Million Asset Deal

The all-cash asset purchase gives Kimball Electronics a specialized medical CDMO with microfluidics and drug-delivery capabilities, extending its European footprint and opening a path into India[1][2].
Deals · July 1, 2026

Tessenderlo to Buy 20% Stake in FMC for $400 Million

The Belgian industrial group’s minority investment enables FMC to hit its $1 billion debt-reduction target while preserving independence.
Deals · July 1, 2026

Eversource Closes $2.4 Billion Sale of Aquarion Water Company

The divestiture sharpens Eversource's focus as a pure-play regulated electric and gas utility while strengthening its balance sheet.
Deals · July 1, 2026

Constellation Brands Lifts Outlook as Beer Margins Stabilize and Earnings Rebound

The beer-and-spirits maker posted comparable earnings of $3.43 a share, reversing two consecutive quarters of declines.
Earnings · June 30, 2026

Progress Software Lifts Guidance as AI Products Drive Revenue Beat

The application-development software maker posted $253 million in quarterly revenue, topping its own forecast by as much as $13 million on AI-driven demand.
Earnings · June 30, 2026

PPL raises first-quarter earnings on Kentucky rate hikes

The utility provider reported first-quarter earnings from ongoing operations of $478 million, an 8% increase over the prior year.
Earnings · June 30, 2026

Nike Net Income Jumps 407% on Tariff Recovery Benefit

The sportswear company reported fourth-quarter net income of $1.1 billion, bolstered by a nearly $1 billion tax-related gain.
Earnings · June 30, 2026

Labcorp lifts profit margins as biopharma demand climbs

The diagnostics company raised its full-year adjusted earnings guidance to as much as $18.35 a share.
Earnings · June 30, 2026

Janus Henderson Goes Private at 10.2x EBITDA

The asset manager accepted a $52-a-share cash offer from Trian and General Catalyst, a 25% premium to its unaffected price.
Earnings · June 30, 2026

Brinks posts profit growth as margins expand

The cash-logistics provider reported adjusted earnings of $1.80 a share for the quarter.
Earnings · June 30, 2026

Air Products Posts $2.2 Billion Charge on Project Exits

The industrial-gas supplier disclosed pre-tax charges of up to $2.9 billion tied to exiting its Louisiana Clean Energy Complex.
Earnings · June 30, 2026

Z Squared to Acquire Majority Stake in Paradox Data

The acquisition is intended to scale Z Squared's AI infrastructure platform through enhanced technical expertise in utility-scale power strategy.
Deals · June 30, 2026

Talos Energy to Acquire Shell Deepwater Gulf Assets in $850 Million Deal

The bolt-on purchase adds low-cost, oil-weighted production and infrastructure-led exploration opportunities to Talos's Gulf of America portfolio.
Deals · June 30, 2026

Pacira BioSciences to Acquire iovera° in Up to $140 Million Asset-Purchase Deal

The acquisition of the non-opioid pain-management device advances Pacira's pivot toward a broader biopharmaceutical platform under its 5x30 strategy.
Deals · June 30, 2026

The Brink’s Company to Buy NCR Atleos in $6.6 Billion Deal

The acquisition combines global cash management expertise with a massive ATM network to expand Brink's presence in managed services and digital retail solutions.
Deals · June 30, 2026

Janus Henderson to Buy Itself in $52 a Share All-Cash Deal

The asset manager completed its take-private transaction with Trian and General Catalyst, citing transformative opportunities as a private company.
Deals · June 30, 2026

Brink’s Completes NCR Atleos Acquisition in $6.6 Billion Cash-Stock Deal

Shareholder approval clears the way for a combined company with $10 billion in revenue and expanded ATM managed services.
Deals · June 30, 2026

Rocket Lab acquires Iridium in $8 billion deal

The aerospace company reported record quarterly revenue of $200.3 million.
Earnings · June 29, 2026

QXO to acquire TopBuild in $17 billion deal

The combined company will generate over $18 billion in revenue and $2 billion in adjusted EBITDA.
Earnings · June 29, 2026

Martin Marietta to Acquire Lhoist North America for $13.5 Billion

The deal would triple projected 2026 revenue to $9.1 billion and expand margins.
Earnings · June 29, 2026

Honeywell completes aerospace spin-off amid industrial automation slump

Continuing operations net sales rose 1% to $4.82 billion in the first quarter.
Earnings · June 29, 2026

Digital Realty Lifts Profit Outlook on Record Leasing

The data-center operator raised its full-year Core FFO guidance to $8.00-$8.10 a share after bookings surged 77%.
Earnings · June 29, 2026