The Tip Desk

Acquisition and liquidity needs are driving heavier balance-sheet financing

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GrafTech fully drew its remaining delayed-draw loan, Texas Instruments arranged a $5 billion facility for the Silicon Labs acquisition, and American Airlines expanded aircraft-backed borrowing and refinancing. AMC combined expensive refinancing with extensive equity issuance, while Century Communities and D.R. Horton reported higher leverage, signaling greater reliance on external capital despite uneven operating conditions.

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Status
Active
First seen
July 26, 2026
Last seen
July 26, 2026
Scans
1
Direction
intensifying

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