The Tip Desk

Small-Caps — page 5

Construction Partners to Buy J.H. Strain Asphalt Assets

The Sunbelt road builder said the Abilene plants, fleet and 125-plus employees will extend Lone Star’s reach into West Texas infrastructure work.
Deals · October 5, 2026

NovaGold to Buy Remaining Donlin Gold Stake

The all-share deal would lift NovaGold’s Donlin Gold holding to 100% and create a U.S.-domiciled developer with about US$4.2 billion equity value.
Deals · October 5, 2026

Matador Closes $1.255 Billion Cash Purchase of Paloma

The Delaware Basin producer completed the EnCap portfolio buy, citing high hydrocarbon resources per acre and midstream synergies.
Deals · October 5, 2026

iRhythm to Buy VitalConnect in $287.5 Million Mixed Deal

The digital health care company said the wearable biosensor platform will add mobile cardiac telemetry and multi-vitals monitoring to its Zio franchise.
Deals · October 5, 2026

Harrow to Buy TYRVAYA for Up to $100 Million

The ophthalmic company will add the FDA-approved nasal spray to VEVYE and fund the $30 million upfront cash from cash on hand.
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

WesBanco Sets Third-Quarter Call After June Results

The Wheeling holding company said third-quarter results are due after the close on October 21, with a call on October 22.
Earnings · October 2, 2026

Valaris Ltd (VAL) says DOJ closed Transocean deal probe

The companies received notice on September 30 that the U.S. antitrust investigation had closed, with conditions to completing the acquisition remaining.
Deal Scrutiny · October 2, 2026

ICE deal gets more review time after antitrust refiling

The September 29 refiling sets a new October 29 waiting-period deadline, subject to extension or early termination.
Deal Scrutiny · October 2, 2026

Blue Owl Technology Finance Sets Third-Quarter Results Date

The specialty finance company will report third-quarter results on November 4, 2026, after market close.
Earnings · October 1, 2026

Blue Owl Capital Sets November Third-Quarter Results Date

The specialty finance company scheduled its September 30, 2026 results for November 4, with a follow-on call on November 5.
Earnings · October 1, 2026

Magnolia Closes WildFire Deal, Targets 0.5x Leverage

Fourth-quarter production is guided to 159–161 Mboe/d, the first full quarter after the WildFire close, with net debt at about $1.9 billion.
Deals · October 1, 2026

onsemi to Buy Synaptics in $5.7 Billion Cash Deal

After a third-party bid, the semiconductor maker cut the June all-stock pact to $123 a share and now expects immediate non-GAAP EPS accretion.
Deals · October 1, 2026

IIPR to Fund $245 Million Alewife Park Mezzanine Loan

The cannabis REIT said the loan is expected to yield 15.8% and add to its life-science diversification after a $270 million IQHQ commitment.
Deals · October 1, 2026

H2O America to Buy Quadvest in $540 Million Asset Deal

Texas Water Company and an affiliate will take Quadvest’s Houston-area systems, more than doubling H2O America’s Texas connections.
Deals · October 1, 2026

Horace Mann to Buy Employee Services, LLC Membership Interests

The multiline insurer said the employee assistance provider will complement existing insurance and financial solutions for school districts and other employers.
Deals · October 1, 2026

Progress Software Closes Domo Deal and Lifts Full-Year Revenue

Third-quarter revenue was $246 million as ARR reached $873 million and the company raised fiscal 2026 revenue guidance to $1.044 billion–$1.052 billion.
Deals · September 30, 2026

Cal-Maine's Operating Loss Widens as Egg Prices Stay Low

Gross profit was $403,000 in the quarter ended Aug. 29, 2026, and the company posted a $58.6 million net loss, or $1.26 a share.
Earnings · September 30, 2026

KKR Affiliate to Buy Integer in $5.7 Billion Cash Deal

Early HSR termination clears one closing hurdle as the medical-device CDMO heads to a virtual stockholder vote on October 21.
Deals · September 30, 2026

Trump Media to Merge with TAE in $6 Billion Stock Deal

The all-stock combination is set to create a publicly traded fusion company that plans to site a 50 MWe plant in 2026.
Deals · September 30, 2026

Brink's to Close NCR Atleos Deal Early in 2027

The cash-and-stock combination now targets an earlier close after shareholder votes and Hart-Scott-Rodino clearance, with a NoteMachine/TestLink UK sale left off the $200 million synergy math.
Deals · September 30, 2026

Uranium Energy Starts Burke Hollow and Lifts Fourth-Quarter Output

Combined fourth-quarter production reached 82,744 pounds of precipitated uranium and dried and drummed U3O8, with a total cost of $36.54 a pound.
Earnings · September 29, 2026

Vail Resorts Lifts Fiscal 2027 Ebitda Outlook After Record-Low Snow

The ski operator guided Resort Reported EBITDA to $805 million–$865 million for the year ending July 31, 2027, after fiscal 2026 net income of $147.5 million.
Earnings · September 29, 2026

AAR Agrees to Buy 65% of MRO Holdings

The aviation aftermarket platform posted $918.0 million of first-quarter sales, up 24%, and lifted full-year fiscal 2027 sales-growth guidance to low teens.
Deals · September 29, 2026

SmartStop to Buy Strategic Storage Canada in $54 Million Deal

The self-storage REIT said the 25 Class A properties would make it Canada's third-largest operator and add Halifax and Quebec City to its Canadian footprint.
Deals · September 29, 2026

AAR to Buy MRO Holdings in $4.0 Billion Mixed Deal

The aviation aftermarket platform said the controlling stake will make it the largest heavy-maintenance MRO in the world, servicing nearly 3,000 aircraft a year.
Deals · September 29, 2026

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.
QBook · September 28, 2026

Getty Realty to Buy 41 Convenience Stores in $260.9 Million Deal

The net-lease REIT added Refuel as its third-largest tenant through four long-term unitary leases on the acquired stores.
Deals · September 28, 2026

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.
Industry Earnings Roundup · September 25, 2026