Mid-Caps — page 5
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.
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.
AstraZeneca to Invest $2 Billion in Summit Therapeutics
The oncology developer also agreed to pair ivonescimab with AstraZeneca’s sonesitatug vedotin in gastrointestinal cancers.
Stronger demand supports expansion as pricing diverges
Companies reporting in QBook’s second quarter of 2026 described strengthening demand and targeted expansion, with uneven consumer spending and price movements limiting the common pattern.
Baxter Recalls Saline and Dextrose Bags Over Particles
Two separate recalls concern fiberglass in saline bags and stainless-steel particles in dextrose bags. FDA report dates were September 9 and September 16.
Valley National to Buy Bluevine in $340 Million Mixed Deal
Valley said the fintech purchase is expected to add core funding, a small-business growth platform, and faster digital and AI capabilities.
Paramount Skydance to Buy Warner Bros. Discovery in $78 Billion Cash Deal
The media company will fund the all-cash purchase with notes, cash on hand, term loans and a previously announced equity financing.
Brixmor to Buy Slate Grocery REIT Assets for $2.34 Billion
The grocery-anchored shopping-center REIT said the asset purchase is immediately accretive and will add 23 centers in markets it already occupies.
GameStop Insiders Buy $26.8 Million of GME Stock
Eleven issuers drew two or more distinct insider open-market buyers in the week ending 2026-09-24.
Apple's Double-Digit Growth Anchors Hardware Demand
Hardware issuers posted a wave of positive demand and outlook comments as Apple, ADTRAN, and others described broad-based strength.
TD SYNNEX Growth Accelerates to 37.7% on Record Quarter
Revenue reached $21.6 billion, above the high end of the $18.2 billion to $19.0 billion outlook, as non-GAAP gross billings hit $31.8 billion.
Darden Reaffirms Fiscal 2027 Outlook After Same-Sales Slowdown
Blended same-restaurant sales rose 3.1% on a fiscal calendar basis as total sales reached $3.2 billion, and the company kept full-year diluted earnings of $11.10 to $11.35.
Akamai to Take Anthropic $11.6 Billion Cloud Commitment
The cybersecurity and cloud computing company said a seven-year contract will fund Anthropic’s rising CPU workloads on Akamai Cloud’s distributed AI infrastructure.
Food, Beverage & Tobacco Demand Stays Positive as Outlook Lifts
Demand comments stayed positive and outlook turned constructive even as avocado prices and tequila volumes weighed.
General Mills Restores Organic Sales After a Third-Quarter Drop
Organic net sales were essentially flat in the fiscal 2027 first quarter, reversing a 3% organic decline, as reported sales fell 3% to $4.4 billion on the U.S. yogurt sale.
Sprinklr Profit Flips as Asana, Planet Labs Stay Loss-Making
Sprinklr posted GAAP operating and net income in the three months ended April 30, 2026, while Asana and Planet Labs still reported net losses and large accumulated deficits.
Bio-Techne Shareholders Approve Merck KGaA's $11.3 Billion Cash Bid
The life-science tools maker cleared the merger vote as remaining regulatory approvals still stand between the parties and a late-2026 or early-2027 close.
Cognex to Buy RealSense in $500 Million Cash Deal
The machine-vision company said the purchase is a move into robotic perception as it diversifies its growth engine.
Woodward to Move Santa Clarita Aerospace Production to Spartanburg
The energy-controls maker will shift military flight-control actuation to South Carolina and sell a smaller group of legacy products as it refines its manufacturing footprint.
DICK’S Completes $2.5 Billion Foot Locker Acquisition
The sporting-goods retailer closed the mixed cash-and-stock merger on Sept. 8, 2025, folding Foot Locker’s global store base into a standalone unit.
Leadership Turnover Flags Operational Risk
Four U.S. companies are treating executive and board transitions as a live operational and financial risk, from interim co-CEOs at lululemon to severance at Lands' End.
Regional Banks Split on CRE Growth as Deposit Costs Ease
A wave of second-quarter filings shows commercial real estate books expanding sharply at some regional lenders while deposit repricing and credit costs eased at others.
Catastrophe Loss Relief Drives Reinsurance Pricing Softening
RenaissanceRe's property book swung from a 148.7% combined ratio to 34.1% in a single year, and the relief is already showing up as give-back in reinsurance pricing.
Disney's Fubo Deal Lifts Streaming Revenue as Linear Erosion Spreads
Disney quantified how much of its subscription growth came from the Fubo transaction, while affiliate-dependent peers reported accelerating basic-subscriber losses and unchanged risk language on the pace of the shift.
Rubrik's 48% Cloud ARR Surge Leads Diverging Software Sector Growth
Cloud-metric disclosures across the sector show recurring revenue accelerating at some companies and cooling at others, even as risk-factor hedging on cloud adoption and renewal rates stayed largely unchanged.
Office CRE Stress Persists in Bank Filings as Kilroy Sees Gains
Community bank lenders keep flagging distressed office borrowers in central business districts even as one West Coast office landlord reports improving leasing activity.
Beazer's Margin Hit Highlights Builders' Cost and Rate Strain
A rapid March run-up in mortgage rates cut into one builder's spring selling season, while risk-factor language across the group kept flagging tariffs, labor and land costs as unresolved pressure points.
Kratos Backlog Nears $2.1 Billion as Defense Suppliers Diverge
Kratos Defense & Security Solutions posted the sharpest backlog gains in the group while several suppliers further down the chain flagged funding and program risk even as new contract wins accumulated.
Southwest Fares Jump 16.6% as Sabre Flags Mideast Booking Drag
Southwest Airlines disclosed record first-quarter revenue on a sharp fare increase, while Sabre and Wheels Up reported demand pressures tied to conflict abroad and shrinking private-jet flight volumes.
Rexford Industrial Closes $1.2 Billion Industrial Portfolio Sale
The Southern California industrial REIT completed a non-core asset sale that advances a $2.0 billion disposition program and is expected to fund 2027 debt repayment and share repurchases.