The Tip Desk

Small-Caps — page 2

Cybersecurity Incidents: Named Events, Wider Legal Exposure

Companies cited midyear cybersecurity incidents and broadened litigation warnings as reporting obligations remained a source of uncertainty.
Theme Survey · October 29, 2026

Integer Stockholders Approve KKR Take-Private Merger

KKR affiliates will take the medical-device maker private after a Goldman-led process that drew 17 financial sponsors and three strategics.
Deals · October 29, 2026

Grant Thornton to Buy CBIZ in $5.0 Billion Cash Deal

The accounting firm agreed to pay $55.00 a share for the middle-market professional-services advisor, with a close expected in the fourth quarter of 2026.
Deals · October 29, 2026

Thrive Holdings to Buy ADT in $15.3 Billion Transaction

The security-services company would pair ADT’s more than 150 years of security experience with Thrive’s long-term capital and engineering.
Deals · October 29, 2026

SL Green Lifts 2026 FFO Outlook After Hospitality JV Sale

The Manhattan office REIT raised full-year FFO guidance to $6.50–$6.70 a share after projecting $1.10 a share of incremental income from a 20% hospitality joint-venture interest sold in October.
Earnings · October 27, 2026

Phillips Edison Raises 2026 Guidance After NOI Growth Accelerates

Same-center NOI rose 5.3% in the third quarter, and the company lifted full-year Core FFO guidance to $2.75–$2.79 a share.
Earnings · October 27, 2026

Kilroy Realty's Leasing Volume Rebounds After a Slow Quarter

The office REIT signed about 815,000 square feet in the third quarter, lifting leased occupancy to 83.0% and widening the signed-but-uncommenced pipeline to 610 basis points.
Earnings · October 27, 2026

Alaska Air's Unit Revenue Growth Accelerates

Operating revenue rose 14% to $4.3 billion as RASM growth picked up to 11.7% and GAAP pretax margin reached 0.4%.
Earnings · October 27, 2026

Bank of Hawaii Extends Net Interest Margin Expansion

The margin reached 2.82% in the third quarter as net interest income rose 1.6% to $156.1 million and the board later added $200 million of buyback authority.
Earnings · October 26, 2026

Worthington Steel Signs Kloeckner Domination Pact

The metals processor signed a German DPLTA that would give it full legal control of Kloeckner after a June takeover offer.
Deals · October 26, 2026

UFP Industries to Buy Acme Skid Assets for $27 Million

The asset purchase expands UFP Packaging's pallet manufacturing and Gulf Coast customer coverage.
Deals · October 26, 2026

Construction Partners Completes Acquisition of S.E. Cline Construction

The Florida asphalt-paving platform adds site development and underground utility work along Interstate 95.
Deals · October 26, 2026

RadNet to Buy ONRAD in Mixed Cash-and-Stock Deal

The imaging operator said combining outpatient imaging, DeepHealth AI tools and ONRAD’s radiology professional services would put the full diagnostic stack in one company.
Deals · October 26, 2026

Maximus to Buy Agile Defense for $660 Million in Cash Plus Potential Contingent Consideration

The government-services firm said the purchase is expected to accelerate expansion into defense and national security markets.
Deals · October 26, 2026

Centrus Energy Acquires Westerman Holdings in $116 Million Deal

The uranium enrichment company said the mixed-structure purchase secures a centrifuge component supplier and opens adjacent non-nuclear manufacturing work.
Deals · October 26, 2026

Dime Commercial Bancshares to Buy ES Bancshares for $58 Million

The mixed cash-and-stock combination is meant to deepen Dime’s Staten Island and Brooklyn franchise with a granular, low-cost core deposit base.
Deals · October 26, 2026

Zymeworks Partners ZW209 With Roche for $55 Million Upfront

The collaboration pairs Zymeworks’ multispecific antibody work with Roche’s cancer-medicine capabilities and adds up to $718 million in later milestones.
Deals · October 25, 2026

MarketAxess Withdraws 2026 Guidance After ICE Deal

Third-quarter revenue was $210.4 million, up 1% from a year earlier, as merger costs with Intercontinental Exchange cut GAAP earnings to $1.53 a share.
Earnings · October 24, 2026

LKQ Withdraws 2026 Guidance After Europe Miss

The auto-parts distributor expects a third-quarter net loss of $16 million to $32 million and Europe EBITDA margin of 4.1% to 5.1%.
Earnings · October 24, 2026

Gorman-Rupp Sales Growth Accelerates After a Slower Second Quarter

Third-quarter net sales reached a record $193.3 million, up 11.8% from a year earlier, and earnings were $0.86 a share.
Earnings · October 24, 2026

First Hawaiian CRE Charge-Off Lifts Provision

The Hawaii bank booked a $20.3 million credit-loss provision, including a $12.5 million partial charge-off on a single commercial real estate loan, as net interest income reached $174.1 million.
Earnings · October 24, 2026

Balchem Sets Consolidated Records, Grows All Segments

Net sales reached $290.7 million in the third quarter, with Animal Nutrition and Health operating earnings up 82.8% from a year earlier.
Earnings · October 24, 2026

MarketAxess deal gets early end to HSR waiting period

The acquisition by Intercontinental Exchange satisfied its HSR condition, with shareholder and other regulatory approvals still outstanding.
Deal Scrutiny · October 23, 2026

This Week in Energy — October 22, 2026

U.S. crude inventories declined as distillate and natural gas stocks increased. Valero reported a completed refinery project, and Kinder Morgan said a gathering expansion serving the Haynesville Basin was nearing completion.
This Week in Energy · October 22, 2026

Banner Completes $186.8 Million Pacific Financial Stock Merger

The all-stock deal lifts Banner into a combined franchise of about $18 billion in assets and densifies its Western Washington and Western Oregon footprint.
Deals · October 22, 2026

Earnings Roundup for Week of Oct. 12, 2026

BlackRock’s as-adjusted operating margin reached 47.8%, UnitedHealth’s earnings from operations rose to $6.6 billion, and Albertsons’ identical sales fell 0.8%.
Weekly Earnings · October 18, 2026

Deals Roundup for Week of Oct. 12, 2026

CCC and Varonis signed cash acquisition agreements, Humana announced BlackRock’s planned purchase of WCAS’s roughly $2.8 billion stake in CenterWell clinic ventures, and Fermi signed a 15-year lease with about $6.5 billion in contracted revenue.
Weekly Deals · October 18, 2026

WaFd’s Net Interest Income Growth Slowed Again

WaFd’s fourth-quarter net interest income edged up to $182.4 million, while credit charges and merger spending weighed on earnings despite a residential loan-sale gain.
Earnings · October 16, 2026

International Seaways to Buy Bruton in $370 Million Stock Deal

The tanker operator will fold Bruton’s four VLCCs, including newbuildings, into a fleet of about 70 vessels spanning crude and product.
Deals · October 16, 2026

Plug Power Cuts Cash Usage to a Record $28 Million

The hydrogen company said preliminary third-quarter net cash usage was about $28 million, down from about $61 million in the second quarter, with cash of about $134 million and no new equity or debt raised.
Earnings · October 15, 2026