The Tip Desk

Mid-Caps — page 8

TTM Technologies to Buy Epiq Solutions in $1.1 Billion Cash Deal

The deal pushes TTM further up the defense value chain, adding signals-intelligence and electronic-warfare technology to a company built on circuit boards and RF hardware.
Deals · August 18, 2026

Rates Pinch Credit as Backlogs Signal Uneven Demand

Companies across 14 industries flagged rising borrowing costs and mixed demand signals in their latest disclosures.
Economy Survey · August 17, 2026

Chemours and Chiron Lead Weekly Insider Buying Clusters

Six distinct insiders at Chemours and a $2.5 million commitment at Chiron Real Estate headline a week of concentrated open-market activity.
Insider Signal · August 14, 2026

Media Earnings: Demand, Outlook Broadly Upbeat as Costs Diverge

Communications and media companies described a strong demand backdrop and confident guidance for the second quarter of 2026, even as cost management and hiring told a more uneven story.
Industry Earnings Roundup · August 14, 2026

Materials & Chemicals: Demand and Pricing Firm, Costs Squeeze

Materials and chemicals producers reported broad demand and pricing strength this quarter, but rising input costs ate into much of the gain.
Industry Earnings Roundup · August 14, 2026

Healthcare Earnings: Demand Surges, Costs Bite Back

Healthcare and pharma companies described broad-based patient and prescription demand alongside investment-heavy capex plans, even as input costs emerged as the one category tilting negative.
Industry Earnings Roundup · August 14, 2026

Financial Services Earnings: Demand Strong, Costs Bite Back

Financial services companies reported broad demand strength and expanding capex plans in 2026Q2, even as rising input costs and a softening insurance pricing cycle complicated the picture.
Industry Earnings Roundup · August 14, 2026

Energy Earnings: Demand Runs Hot, Capex Stays Disciplined

Across oilfield services, midstream and E&Ps, management teams described strengthening activity and firming prices while working costs down rather than opening the spending taps.
Industry Earnings Roundup · August 14, 2026

Banks Post Broad Loan Growth as Funding Costs Ease

Lenders described widespread loan and deposit growth alongside falling deposit costs, even as a chunk of the group flagged rising personnel and technology spending.
Industry Earnings Roundup · August 14, 2026

QXO Restores Profit After Kodiak Close

Adjusted EBITDA was $272 million on $3.25 billion of sales after a $1.2 million first quarter.
Earnings · August 13, 2026

Knicks Title Lifts MSGS Fourth-Quarter Sales 37%

Revenue reached $278.7 million as playoff-related sales rose $66.9 million and the company swung to a $32.2 million operating profit from a $22.6 million loss a year earlier.
Earnings · August 13, 2026

Dillard's Comparable Sales Slow After First-Quarter Lift

Retail gross margin reached 40.9% of sales after $37.2 million of IEEPA tariff refunds lifted the rate by 260 basis points.
Earnings · August 13, 2026

Applied Industrial Raises Long-Range Sales and EBITDA Targets

Fiscal 2027 EPS is guided to $11.65 to $12.15 after a 9.7% organic sales gain in the June quarter.
Earnings · August 13, 2026

Trimble Raises 2026 Outlook After Record Recurring Revenue

Annualized recurring revenue reached a record $2.51 billion as the company lifted full-year revenue guidance to $3.90 billion–$3.95 billion.
Earnings · August 12, 2026

Bio-Techne Organic Sales Rebound After a Third-Quarter Drop

Fourth-quarter organic revenue rose 3% to $321.2 million as the company agreed to be bought by Merck KGaA for $73 a share.
Earnings · August 12, 2026

Liquidia Extends Profitability Streak on YUTREPIA Sales

Second-quarter net product sales reached $170.4 million, and cash rose to $284.2 million as the company posted a fourth straight quarter of higher profit.
Earnings · August 12, 2026

Brinker Completes Five Years of Chili’s Same-Store Growth

Fourth-quarter company sales reached $1.52 billion as Chili’s comps rose 5.6% and the board authorized $750 million of additional buybacks.
Earnings · August 12, 2026

Middleby Raises Outlook as Organic Growth Accelerates

Adjusted earnings increased to $2.35 a share despite transaction costs and margin pressure.
Earnings · August 11, 2026

Aramark Raises Revenue Outlook as Client Wins Build

Third-quarter revenue reached $5.06 billion as growth broadened across the food-services provider.
Earnings · August 11, 2026

Joby Aviation to Acquire Resonant Sciences in $500 Million Defense Deal

The eVTOL maker is building a defense platform by adding classified capabilities and scaled manufacturing through its second acquisition in a year.
Deals · August 11, 2026

IES Holdings to Buy DBM Global in $685 Million Mixed Deal

The acquisition establishes a new structural line of business for IES to capitalize on industrial reshoring and data center demand.
Deals · August 11, 2026

Casualty Costs Rise as Catastrophe Pressure Eases for Insurers

A split is emerging in US insurance loss trends, with specialty and casualty lines deteriorating even as property catastrophe pressures ease.
Filing Trends · August 10, 2026

Cost Inflation Outruns Relief Across 14 Industries

Of 126 companies reporting on the domestic economy this week, 42 across 11 industries pointed to pricing and cost pressure as the defining issue, from oilfield services to hardware to real estate.
Economy Survey · August 10, 2026

Ryman to Buy Grande Lakes Orlando in $1.38 Billion Asset Deal

The resort would extend Ryman’s luxury-hotel network and deepen its presence in the nation’s top meetings market.
Deals · August 10, 2026

Jazz Pharmaceuticals to Buy Actio Biosciences in $820 Million Mixed Deal

The acquisition of ABS-1230 aims to expand Jazz's rare epilepsy portfolio and build upon the success of Epidiolex.
Deals · August 10, 2026

Insiders Buy Into Boston Scientific Restructuring

Three Boston Scientific executives added $9.3 million in shares as the company accelerates cost reduction initiatives.
Insider Signal · August 7, 2026

Fluor Awards Jump as Revenue Returns to Growth

Adjusted EBITDA rose to $149 million, more than doubling from the first quarter.
Earnings · August 7, 2026

Yum China to Buy Pizza Hut Mainland China Brand for $1.2 Billion

Owning the Pizza Hut brand outright in China frees Yum China from license fees to Yum! Brands, a step the company says will push Pizza Hut's margins toward KFC's and speed up store openings.
Deals · August 7, 2026

Karman Holdings to Buy Walker Precision Engineering in $94 Million Deal

The acquisition is intended to expand Karman's footprint within the European defense market.
Deals · August 7, 2026

Small Caps Leverage Pricing Power Amidst Input Volatility

Smaller companies are successfully raising prices and subscription fees to offset rising costs and shifting consumer behavior.
Small-Cap Signal · August 6, 2026