The Tip Desk

Mid-Caps — page 4

Constellation Raises Fiscal 2027 Reported Earnings Range

The beer and wine maker lifted its fiscal 2027 reported EPS outlook to $11.85-$12.55 after second-quarter net sales of $2,633 million.
Earnings · October 6, 2026

RPM Narrows Fiscal 2027 Sales and Ebitda Outlook

First-quarter sales reached a record $2.22 billion, up 4.8%, as Performance Coatings and Consumer growth offset a Construction Products stall.
Earnings · October 6, 2026

HubSpot Cuts Nearly 660 Jobs to Reorganize Around Outcomes

The company said it will reduce its team by about 7% as it shifts product teams away from hubs toward customer outcomes.
Earnings · October 6, 2026

BioMarin Flags $320 Million Alesta Charge for 2026

The biologic-therapies company said the August 31 deal will add about $1.55 of pre-tax charges to full-year results and that it will issue updated 2026 guidance with third-quarter figures.
Earnings · October 6, 2026

Repligen Completes $1.5 Billion BioLife Solutions Acquisition

The bioprocessing company closed the mixed cash-and-stock deal that was expected to be accretive to adjusted earnings by at least 25 cents in year two.
Deals · October 6, 2026

IES Holdings Completes $691 Million DBM Global Acquisition

The electrical-systems installer closed a mixed cash-and-stock deal that creates a Structural line of business around one of the largest U.S. independent steel fabrication and erection platforms.
Deals · October 6, 2026

Cirrus Logic to Acquire Inventvm

The audio-semiconductor designer said the deal adds IP, engineering capacity and talent as it expands into new applications.
Deals · October 6, 2026

US earnings: Jabil beats revenue outlook; Nike sales fall

Micron reported higher quarterly revenue, CarMax accelerated unit sales growth and McCormick's acquisition accounted for most of its reported sales increase.
Weekly Earnings · October 5, 2026

Insider Buying: Week Ending October 2, 2026

The week’s reported purchases, buying relative to company size, and persistent buying.
Insider Signal · October 5, 2026

Advanced Drainage Systems to Buy StormTrap for About $530 Million

The all-cash deal adds stormwater storage products as ADS broadens its stormwater-management portfolio.
Deals · October 5, 2026

Schneider Electric to Buy PTC in $22.6 Billion Cash Deal

The energy-technology group will pay $205 a share to fold industrial CAD and lifecycle software into its Energy and Industrial Intelligence stack.
Deals · October 5, 2026

Omega Healthcare Adds 32 Florida SNFs to PACS Lease

The REIT shifted 32 skilled nursing facilities to PACS Group subsidiaries, lifting first-year rent $26.1 million under an existing master lease.
Deals · October 5, 2026

Leidos to Form Analogic Joint Venture With Altaris

Leidos will contribute its Security Enterprise Solutions unit and about 1,500 employees to a privately held Analogic venture that it said will sharpen its NorthStar 2030 growth focus.
Deals · October 5, 2026

Clean Harbors to Buy EnviroServe and ES&H for $775 Million

The combined cash purchase is meant to expand collection, disposal and recycling volume and emergency response in the U.S. Gulf region.
Deals · October 5, 2026

C.H. Robinson to Buy RXO in $5.8 Billion Mixed Deal

The asset-light logistics provider will fold RXO into its NAST division, with the companies citing $300 million in Lean AI cost synergies.
Deals · October 5, 2026

Long Lake closes Amex GBT purchase at $9.50 a share

AAR signed for a controlling stake in MRO Holdings, while CareTrust completed the first tranche of a 45-home UK purchase agreement.
Weekly Deals · October 3, 2026

CareTrust to Buy 45 UK Care Homes in £1.1 Billion Deal

The REIT is buying 45 new UK care homes from LNT Care Developments to build a senior housing operating portfolio platform, with 24 homes already closed and 21 more to follow as they complete.
Deals · October 2, 2026

Curium refiles for Lantheus Holdings, Inc. (LNTH) acquisition

Curium’s September 21 antitrust refiling starts a new waiting period for its acquisition of Lantheus.
Deal Scrutiny · October 2, 2026

McCormick Reaffirms 2026 Outlook After Mexico-Driven Quarter

Net sales rose 17.4% in the third quarter, with organic growth of 1.9% and adjusted earnings of $0.86 a share.
Earnings · October 1, 2026

Acuity's Fourth-Quarter Sales Growth Reaccelerates

Net sales were $1.24 billion in the fiscal fourth quarter, up 2.9% from a year earlier, after a 1.6% year-over-year rise in the third quarter.
Earnings · October 1, 2026

UL Solutions to Buy Eurofins E&E Unit in $670 Million Deal

The safety-science firm said the asset purchase will expand its global laboratory footprint and testing, inspection and certification services for electrical safety and connected products.
Deals · October 1, 2026

National Fuel to Buy CenterPoint Ohio Gas Utility for $2.62 Billion

The Western New York energy company will double its gas-utility rate base by taking over about 335,000 Ohio customers and 5,900 miles of pipeline.
Deals · October 1, 2026

FactSet's Organic ASV Growth Eases to 7.0%

Organic annual subscription value reached $2,568.2 million at August 31, 2026, as GAAP revenue growth slowed to 6.3% and the company guided fiscal 2027 organic ASV growth of 5.0% to 6.5%.
Earnings · September 30, 2026

Conagra Reverses Sales Gain and Restarts Organic Decline

Organic net sales fell 1.1% in the quarter ended Aug. 30, 2026, after being approximately flat in the prior quarter, as volume dropped 2.1%.
Earnings · September 30, 2026

TTM Technologies Completes $1.1 Billion Epiq Cash Deal

The electronics manufacturer closed its purchase of the software-defined radio maker to add long-cycle Aerospace & Defense capabilities.
Deals · September 30, 2026

MSG Sports to Spin Off Rangers in October

The Knicks owner said board approval puts a one-for-two share split of the Rangers business on a path to close by October 26, 2026.
Deals · September 30, 2026

Hormel Foods to Buy Brakebush Brothers for $1.055 Billion

The packaged-foods company said the value-added chicken producer will expand its Foodservice platform and deepen operator relationships.
Deals · September 30, 2026

CarMax Reverses a Sales Slide and Restarts Buybacks

Net earnings reached $1.16 a share, up 81.3% from $0.64 a year earlier, as combined units reached 387,735.
Earnings · September 29, 2026

Jefferies Extends Investment Banking and Equities Records

Net earnings attributable to common shareholders were $261 million, or $1.08 a share, as Advisory and Equities both set quarterly records.
Earnings · September 29, 2026

AstraZeneca to Invest $2 Billion in Summit Therapeutics

The oncology developer also agreed to pair ivonescimab with AstraZeneca’s sonesitatug vedotin in gastrointestinal cancers.
Deals · September 29, 2026