The Tip Desk

Industries — page 7

Cencora Raises Outlook as OneOncology Expands Margins

Fiscal third-quarter revenue rose 5.1% to $84.8 billion as specialty-drug volumes increased.
Earnings · August 5, 2026

Intersnack Group to Buy Utz Brands in All-Cash Deal

The acquisition will take the U.S. snack manufacturer private, with Intersnack Group and the Rice and Lissette Family Entities each holding a 50% stake.
Deals · August 5, 2026

Motorola Solutions to Buy D-Fend Solutions in $1.5 Billion Deal

The acquisition aims to integrate industry-leading counter-drone technology into Motorola's public safety and security portfolio.
Deals · August 5, 2026

LCI Industries, Patrick Industries Agree to All-Stock Merger

The combination pairs Lippert's structural components business with Patrick's aftermarket distribution network to create an $8.1 billion revenue platform serving RV, marine, powersports and housing OEMs.
Deals · August 5, 2026

Howard Hughes to Buy Vantage Group in $2.1 Billion All-Cash Deal

The insurer acquisition gives Howard Hughes a second operating platform alongside its communities business, formalizing Bill Ackman's push to remake the company as a diversified holding company.
Deals · August 5, 2026

Gran Tierra to Sell Oil Business in $1.33 Billion Asset Deal

The divestiture would strengthen Gran Tierra’s balance sheet and fund growth across its retained assets.
Deals · August 5, 2026

Eton Pharmaceuticals to Acquire U.S. Rights to ASN-001 From Auson

The asset purchase pairs a late-stage hemangioma candidate with Eton's existing HEMANGEOL franchise, extending a commercial infrastructure built for pediatric dermatology.
Deals · August 5, 2026

CoreCivic Sells Two Facilities in $734 Million Asset Deal

The prison operator planned to direct the proceeds toward corporate purposes including debt reduction and share repurchases.
Deals · August 5, 2026

Central Garden & Pet to Buy TRIXIE in Up to €400 Million Deal

The acquisition would establish a scaled European platform and lift Central’s international sales exposure to about 10%.
Deals · August 5, 2026

Mubadala Capital Consortium to Buy Clear Channel Outdoor for $6.2 Billion

The all-cash take-private, first struck in February at $2.43 a share, heads toward a third-quarter close after clearing a stockholder vote and a CFIUS review.
Deals · August 5, 2026

Blue Bird to Buy Detroit Chassis Plant Assets in Ford Tie-Up

Blue Bird agreed to acquire the assets of Detroit Chassis LLC's Detroit Assembly Plant as part of an expanded collaboration with Ford, a move it says opens $1.4 billion of new addressable market.
Deals · August 5, 2026

Blue Bird to Buy Detroit Chassis Assets in Ford Collaboration Deal

The asset acquisition is part of a broader agreement with Ford Motor Company to design and commercialize the next generation of F-53 and F-59 commercial stripped chassis.
Deals · August 5, 2026

GLP-1 Shift: Branded Access and Oral Formulations Gain Ground

Virtual care providers and biotech firms are pivoting toward FDA-approved branded therapies and oral delivery systems to stabilize supply and improve patient persistence.
Theme Survey · August 4, 2026

AI Compute Shifts Toward Modular and Co-Located Power

Infrastructure providers are pivoting to containerized data centers and direct energy asset co-location to bypass grid bottlenecks.
Theme Survey · August 4, 2026

Wayfair Revenue Growth Accelerates as US Sales Gain Momentum

The e-commerce retailer reported total net revenue of $3.5 billion for the second quarter.
Earnings · August 4, 2026

Rockwell Automation Raises Full-Year Outlook as Software Sales Climb

The industrial automation provider increased its fiscal 2026 diluted EPS guidance to a range of $12.72 to $13.02.
Earnings · August 4, 2026

Pfizer Swings to Loss on $4.3 Billion Impairment as Growth Slows

Pfizer posted a reported loss of $(0.04) a share in the second quarter after taking $4.3 billion in non-cash intangible impairments, even as it raised full-year revenue guidance by $500 million.
Earnings · August 4, 2026

Merck Raises Sales Outlook as Acquisition Charge Drives Loss

Quarterly sales increased to $16.607 billion as cancer-drug demand offset declining diabetes revenue.
Earnings · August 4, 2026

McDonald’s Sales Growth Slows as U.S. Traffic Turns Negative

Second-quarter revenue increased 4% to $7.10 billion as growth moderated across McDonald’s major markets.
Earnings · August 4, 2026

Idexx Raises Outlook as Margins Widen

Second-quarter revenue reached $1.217 billion as stronger profitability supported a higher full-year forecast.
Earnings · August 4, 2026

Caterpillar hits record quarterly revenue as construction demand accelerates

The industrial manufacturer generated $20.5 billion in sales during the second quarter, the first time the company has exceeded $20 billion in a single period.
Earnings · August 4, 2026

Archer-Daniels-Midland Raises Outlook as Oilseed Profit Rebounds

Revenue increased 7% to $22.68 billion as the oilseed business returned to growth.
Earnings · August 4, 2026

Z Squared to Finalize Paradox Data Buy in Up-to-$25 Million Deal

The definitive agreement ties 80% of the consideration to power-delivery milestones at Z Squared's Union County Campus, extending the milestone-gated acquisition structure that has defined its Phase 1 buildout.
Deals · August 4, 2026

Tanger to Buy Levis Commons Town Center in $60 Million Cash Deal

The acquisition is part of a disciplined external growth strategy to enhance the company's portfolio of open-air and lifestyle centers.
Deals · August 4, 2026

Revvity to Divest China Immunodiagnostics Business

The divestiture removes a segment that accounted for approximately 6% of the company's total 2025 revenue.
Deals · August 4, 2026

Resideo Completes ADI Global Distribution Stock Spinoff

The separation positioned Resideo as a pure-play building-technologies company focused on profitable growth and innovation.
Deals · August 4, 2026

Lumen Technologies Completes Acquisition of Alkira

The deal integrates a cloud-native Network-as-a-Service control plane to accelerate Lumen's programmable networking capabilities for AI workloads.
Deals · August 4, 2026

IREN to Acquire Mirantis in Mixed-Consideration Deal

The acquisition adds a software orchestration layer to IREN's vertically integrated AI Cloud platform to better serve hyperscalers and enterprises.
Deals · August 4, 2026

Hinge Health to Buy Cylinder Health in $105 Million Cash Deal

The acquisition would extend Hinge Health’s AI-powered care platform into chronic digestive care through a single app.
Deals · August 4, 2026

Hillman Solutions to Buy Kanebridge Corporation in $315 Million Deal

The acquisition provides Hillman Solutions with an immediate industrial master distribution presence and a foothold in the industrial channel.
Deals · August 4, 2026

Consortium to Buy Electronic Arts in $55 Billion All-Cash Deal

The acquisition by PIF, Silver Lake, and Affinity Partners aims to accelerate innovation at the intersection of creativity and technology.
Deals · August 4, 2026

Vertex Raises Revenue Guidance as New Therapies Gain Traction

The biotechnology company raised its full-year revenue outlook to a range of $13.1 billion to $13.2 billion.
Earnings · August 3, 2026

TG Therapeutics Raises Outlook as BRIUMVI Sales Climb

The company lifted its 2026 global revenue target to approximately $950 million.
Earnings · August 3, 2026

EchoStar’s Hughes Units File for Bankruptcy

The restructuring followed about $23 billion of spectrum sales to AT&T.
Earnings · August 3, 2026

Marriott Raises Annual Outlook as North American Demand Accelerates

Adjusted diluted earnings per share rose 20% to $3.19 in the second quarter.
Earnings · August 3, 2026

Loews Profit Rises 14% as Hotels Offset CNA Underwriting Strain

Loews Corp posted second-quarter net income of $444 million, or $2.16 a share, even as its CNA insurance unit's underlying combined ratio held near 94% for a second straight quarter.
Earnings · August 3, 2026

GameStop Moves to Cut Debt Through Stock Exchange

The transaction would leave roughly $1.1 billion of 2030 notes outstanding after closing.
Earnings · August 3, 2026

CNH Profit Slides 35% Even as Margins Recover From Q1 Trough

CNH Industrial reported second-quarter net income of $141 million, down from $217 million a year earlier, though sharply improved from the $10 million it earned in the first quarter.
Earnings · August 3, 2026

CNA Profit Rebounds as Investment Income Offsets Underwriting Pressure

Net written-premium growth accelerated to 4% despite softer renewal pricing.
Earnings · August 3, 2026

Teleflex to Sell OEM Business in $1.5 Billion Cash Deal

The asset sale would sharpen Teleflex’s focus on higher-growth medical technologies while supporting debt reduction and shareholder returns.
Deals · August 3, 2026

Supernus Pharmaceuticals to Merge With Indivior Pharmaceuticals in All-Stock Deal

The combination aims to create a diversified central nervous system biopharmaceutical leader with $2.2 billion in combined annual revenues.
Deals · August 3, 2026

Intuitive Machines to Acquire Goonhilly and COMSAT to Expand Space Network

The acquisition adds a network of ground stations to enhance deep space communications and position, navigation, and timing capabilities.
Deals · August 3, 2026

Curium to Buy Lantheus in $8 Billion Cash-and-CVR Deal

Curium US Holdings agreed to acquire Lantheus Holdings for up to $114.50 a share, pairing its theranostics manufacturing base with Lantheus' U.S. radiodiagnostics franchise to build a company spanning diagnostics and therapy across more than 70 countries.
Deals · August 3, 2026

Liberty Global Buys Vodafone’s VodafoneZiggo Stake for €1 Billion, Equity

The transaction gave Liberty Global full control of VodafoneZiggo and advanced plans to form and list a broader Benelux telecommunications group.
Deals · August 3, 2026

KKR to Buy Integer Holdings in $5.7 Billion Take-Private Deal

KKR agreed to take medical-device manufacturer Integer Holdings private for $127 a share, capping a board-led strategic review with a premium of roughly 52% to the stock's price before the review began.
Deals · August 3, 2026

Indivior to Buy Supernus in All-Stock Merger

The combination aims to create a diversified central nervous system biopharmaceutical leader with $2.2 billion in combined annual revenues.
Deals · August 3, 2026

Indivior and Supernus to Combine in All-Stock Merger of Equals

The combination would create a scaled central-nervous-system drugmaker with $2.2 billion in annual revenue and $125 million in expected cost savings.
Deals · August 3, 2026

Esquire Completes Signature Bancorporation Merger

The combination added a Chicago commercial-banking franchise to Esquire’s national litigation and payments businesses.
Deals · August 3, 2026

Dorchester Minerals to Acquire Williston Basin Royalty Interests in Unit Deal

Dorchester Minerals expanded its Williston Basin footprint through a non-cash exchange of common units for roughly 3,100 net royalty acres, adding to a wave of unit- and cash-funded mineral bolt-ons across the basin.
Deals · August 3, 2026

American Family to Buy Bowhead Specialty for $1.2 Billion in Cash

American Family's move to take full ownership of its longtime reinsurance partner Bowhead reunites an insurer with the specialty underwriter it helped launch six years ago.
Deals · August 3, 2026