The Tip Desk

Mid-Caps — page 11

American Airlines Posts Record Revenue, Profit Squeezed by Fuel

American Airlines Group swung back to a $71 million profit on record second-quarter revenue of $16.7 billion, even as fuel costs erased half of the airline's fare gains.
Earnings · 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

Passive Ownership Shifts in Index Holdings

Recent data shows significant changes in the share of reported holdings held by passive funds.
Passive Ownership Watch · July 22, 2026

RenaissanceRe Profit Rebounds on Book Value Surge, Premiums Shrink

RenaissanceRe's net income jumped to $654.2 million from $284.5 million a quarter earlier, even as gross premiums written fell 12.5% and its casualty book turned unprofitable.
Earnings · July 22, 2026

Globe Life Growth Cools Across Divisions Even as Profit Rises

Globe Life posted a 20% jump in diluted earnings per share to $3.65, but slowing health sales and a thinner underwriting margin at its largest division signaled the deceleration beneath the headline number.
Earnings · 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

SEC Presses Insurers and GM to Strip Non-GAAP Cushioning

Staff comment letters in June pushed Prudential to abandon a flagship adjusted-earnings metric and forced General Motors to simplify segment math, part of a broader crackdown on non-GAAP presentation.
SEC Correspondence Watch · July 22, 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

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

Ally's Margin Widens as Auto Mix Shifts Toward Safer, Lower-Yield Loans

Net interest margin excluding core OID expanded 11 basis points to 3.63% in the second quarter as Ally Financial (ALLY) leaned harder into higher-credit-tier auto originations even as retail deposits shrank $2.6 billion.
Earnings · 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

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

Crown Holdings Raises Full-Year Profit Outlook on Beverage Can Demand

Crown Holdings posted second-quarter adjusted earnings of $2.49 a share, up 16% from a year earlier, and raised its full-year guidance for the second time in 2026.
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

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

Regions Financial Loan Growth Accelerates as Deposit Costs Keep Falling

Regions Financial (RF) grew net interest income 2.3% to $1,277 million in the second quarter as average loans posted their fastest sequential growth in five quarters, even as net interest margin slipped 1 basis point to 3.66%.
Earnings · July 17, 2026

Autoliv Reaffirms Outlook as Organic Growth Stays Muted

Operating cash flow reached $434 million as working capital shifted from a use of cash to a source.
Earnings · July 17, 2026

Alcoa Posts Record Revenue as Aluminum Shipments Rebound

Adjusted earnings climbed to $2.12 a share from $1.40 in the prior quarter.
Earnings · July 17, 2026

AI Infrastructure Pivot Trumps Legacy Cloud Resale

Smaller firms are aggressively shedding low-margin legacy services to fund AI-driven ecosystems and specialized infrastructure.
Small-Cap Signal · July 16, 2026

Europe's Bank Margins Diverge as Returns Climb, Capital Slips

Europe's biggest banks are pulling in opposite directions on income and returns even as capital ratios thin out from Tokyo to Wall Street.
Systemic Banks Monitor · July 16, 2026

Hard Assets Draw Capital as Financing Costs Stay High

Long-duration property and infrastructure contracts are attracting fresh capital, while lenders are demanding rich returns and stronger collateral.
Financials Signal · July 16, 2026