The Tip Desk

Mid-Caps — page 7

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

Santander's Webster Acquisition Clears ECB, Awaits Fed Sign-Off

Banco Santander's cash-and-stock purchase of Webster Financial has cleared shareholder, OCC and ECB approval, leaving only the Federal Reserve between the deal and a second-half 2026 close.
Deals · 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

W. R. Berkley Premium Growth Accelerates as Underwriting Improves

The insurer’s combined ratio improved to 90.0% as catastrophe losses declined.
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

Baker Hughes Completes $13.6 Billion Chart Industries Cash Deal

The acquisition expanded Baker Hughes’ industrial portfolio and recurring aftermarket-services business.
Deals · 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

Insmed revenue jumps 230% on brensocatib growth

Total company revenues reached $306.0 million for the first quarter of 2026
Earnings · July 16, 2026

Conagra Cuts Dividend in Half as New CEO Resets Guidance Lower

Conagra Brands posted a $2.0 billion goodwill impairment and slashed its dividend to $0.70 a share annualized as incoming CEO John Brase issued fiscal 2027 guidance below current-year results.
Earnings · July 16, 2026

Virtu Trading Income Slides 8.7% as Market Calm Cuts Into Market Maker

Adjusted net trading income fell to $718 million in the second quarter, down 8.7% from the prior period, as normalized earnings per share slipped to $1.82.
Earnings · July 15, 2026

Ulta Beauty Lifts Profit Outlook as Gross Margin Hits Five-Quarter High

The beauty retailer posted $3.16 billion in first-quarter net sales, up 11.1% from a year earlier, and raised its full-year earnings guidance.
Earnings · July 15, 2026

Liberty Media's F1 Profit More Than Doubles on Extra Race, Calendar Shift

Formula 1 swung to $107 million in operating income from a $28 million loss a year earlier, powered by a 53% revenue jump.
Earnings · July 15, 2026

First Horizon NIM Dips as Deposit Costs Rise

Net interest margin fell 3 bps to 3.49% in the second quarter as brokered deposit costs climbed.
Earnings · July 15, 2026

Companies Warn AI Threatens Their Own Business Models

Across four industries, companies are flagging AI as both an operational necessity and a competitive and legal menace in their latest annual reports.
Filing Trends · July 15, 2026

Bitmine Boosts ETH Holdings as Staking Yields Dip

The crypto infrastructure firm now holds 5.77 million ETH tokens, or 4.8% of total supply.
Earnings · July 14, 2026