The Tip Desk

June 2026 — page 6

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Healthcare Leads Surge in ATS Mix Across Six Industries

Off-exchange trading shifted heavily toward ATS venues during the week of June 1, 2026, led by a massive spike in Healthcare & Pharma.
Off-Exchange Watch · June 2, 2026

USA Rare Earth to Build $1.2 Billion Magnet Plant in South Carolina

Revenue quintupled to $5.7 million in the first full quarter of metal sales from its LCM acquisition, as the company laid out plans for a massive domestic manufacturing expansion.
Earnings · June 2, 2026

Ulta Beauty sales growth accelerates to 11%

The beauty retailer’s first-quarter earnings rose 15.5% to $7.74 a share.
Earnings · June 2, 2026

Ulta Beauty Raised Profit Outlook as Sales Accelerated

Diluted earnings rose to $7.74 a share as gross margin improved and comparable sales kept growing.
Earnings · June 2, 2026

Shake Shack lowers full-year profit and revenue guidance

The company reduced its full-year net income forecast to a range of $45 million to $55 million.
Earnings · June 2, 2026

Palo Alto Networks lifts guidance after revenue jumps 31%

The cybersecurity firm raised its full-year revenue outlook to $11.3 billion after third-quarter sales climbed to $3.0 billion.
Earnings · June 2, 2026

Hub Group restates prior quarters, flags leadership exits

The transportation-services provider disclosed a $77 million understatement of purchased transportation costs and accounts payable.
Earnings · June 2, 2026

Hims & Hers Pivots Weight-Loss Strategy, Partners With Novo Nordisk

The telehealth company acquired Eucalyptus, adding 850,000 customers across five countries while overhauling its GLP-1 business.
Earnings · June 2, 2026

Dollar General sales growth slows as shoppers pull back

Same-store sales rose 2% in the latest quarter, down from 4.3% in the prior period.
Earnings · June 2, 2026

Dollar General raises annual profit outlook as margins expand

The discount retailer reported first-quarter diluted earnings of $2.00 a share.
Earnings · June 2, 2026

Worthington Steel to Buy Kloeckner in $2.4 Billion All-Cash Deal

The acquisition would create the second-largest steel service center company in North America by revenue and deliver $150 million in annual synergies.
Deals · June 2, 2026

John Wiley & Sons to Buy Emerald Publishing in $452 Million Cash Deal

The acquisition expands Wiley's journal portfolio to 2,500 titles and strengthens its proprietary content library for AI and data analytics applications.
Deals · June 2, 2026

QXO to Buy TopBuild in $17 Billion Deal

The acquisition will make QXO the second largest publicly traded building products distributor in North America.
Deals · June 2, 2026

Hims & Hers to Buy Eucalyptus in Global Expansion Deal

The acquisition extends the telehealth platform’s reach across five countries, positioning it as an everyday health companion for consumers worldwide.
Deals · June 2, 2026

ESAB to Buy Eddyfi Technologies in $1.45 Billion Deal

Acquisition accelerates ESAB’s expansion into inspection and monitoring with high-margin, high-growth instrumentation technology.
Deals · June 2, 2026

Marks and Spencer raises dividend as statutory revenue hits £17.3bn

The retailer increased its full-year dividend by 16.7% to 4.2p per share.
Earnings · June 1, 2026

Capex Holds Steady as Credit Costs Shape Corporate Plans

Across a 37-company slice of this week's disclosures spanning 13 industries, capital spending and the cost of credit emerged as the two most common threads, each running through 17 companies in 11 industries.
Economy Survey · June 1, 2026

Welltower expands senior housing portfolio through aggressive investment

The real estate investment trust increased its quarterly common stock dividend 15% to $0.85 a share.
Earnings · June 1, 2026

Norfolk Southern halts profit slide as costs weigh

The railroad’s adjusted earnings per share fell just 1% as volume declines eased.
Earnings · June 1, 2026

ILPT Narrows Loss 58% as Rent Rolls Accelerate for Sixth Straight Quarter

The industrial logistics landlord posted $0.33 a share in normalized funds from operations, up from $0.20 a year earlier, as leasing spreads widened and its Mountain JV locked in fixed-rate financing.
Earnings · June 1, 2026

IFF to Sell Food Ingredients Unit to CVC for $4.3 Billion

The flavor-and-fragrance maker will narrow its portfolio to three businesses after divesting a division that generated $3.1 billion in annual sales.
Earnings · June 1, 2026

Hewlett Packard Enterprise revenue jumps 40%

The enterprise technology provider raised its full-year earnings guidance to $3.35-$3.45 a share.
Earnings · June 1, 2026

FedEx Spins Off Freight Unit, Resets Guidance

The logistics giant distributed 80.1% of FedEx Freight shares to stockholders in its latest quarter.
Earnings · June 1, 2026

Bitmine Eyes ETH Milestone; People Inc. Bids for MGM Resorts

Crypto treasury growth and strategic M&A headlines a mixed day of corporate updates across financial and software sectors.
Earnings Digest · June 1, 2026

Credo's Revenue Growth Decelerates as Optical Deal Signals Next Phase

The connectivity-chip maker posted $437 million in fourth-quarter revenue, up 157% year over year but marking a sharp slowdown in sequential growth.
Earnings · June 1, 2026

LXP Industrial Trust to Buy Phoenix Covered Land Investment for $103 Million

The asset purchase allows LXP to secure an infill industrial redevelopment site in a market driven by advanced manufacturing and data center growth.
Deals · June 1, 2026

Liberty Global to Combine VodafoneZiggo, Telenet in $7.7 Billion Deal

The transaction aims to create a Benelux telecom powerhouse with sharper strategic focus and a planned 2027 Euronext listing.
Deals · June 1, 2026

IFF to Sell Food Ingredients Unit in $4.3 Billion Asset Deal

The divestiture sharpens the company’s focus on higher-margin segments and strengthens its balance sheet.
Deals · June 1, 2026

Verizon to Buy Array Spectrum Licenses in $1 Billion Asset-Purchase Deal

The transaction advances Array's strategy to monetize retained wireless spectrum following the $4.3 billion sale of its wireless operations to T-Mobile.
Deals · June 1, 2026

Obsidian Energy Lowers 2026 Heavy Oil Production Guidance

The producer reduced its 2026 heavy oil production estimate to 11,700 bbl/d from a previous midpoint of 11,800 bbl/d.
Earnings · June 1, 2026