The Tip Desk

July 2026 — page 12

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Alliance Resource Partners to Buy AllDale Minerals Interests in $206 Million Mixed Deal

The acquisition nearly doubles ARLP's net royalty acreage in the Permian Basin and adds a foothold in the Haynesville shale.
Deals · July 2, 2026

Reinsurer trims assets as in-force book holds steady

Reinsurance Group of America’s total assets fell to $156.6 billion at year-end 2025.
Earnings · July 1, 2026

O'Reilly Automotive Posts Reaccelerating Growth, Raises EPS Outlook

O'Reilly Automotive's comparable store sales jumped to 8.1% in the first quarter, up from 5.6% the prior period, as the auto-parts retailer lifted its full-year profit guidance.
Earnings · July 1, 2026

General Mills posts profit rebound as margins recover

The packaged-foods company swung to a 27% jump in adjusted earnings after four quarters of declines.
Earnings · July 1, 2026

Flutter Cuts Full-Year Guidance as Profit Margins Compress

Flutter Entertainment's first-quarter revenue rose 17% to $4,304 million, but net income fell 38% and the company lowered its 2026 outlook.
Earnings · July 1, 2026

Dynatrace Targets Rule of 50 by 2029 as ARR Tops $2 Billion

The observability-software maker crossed $2 billion in annual recurring revenue in its fiscal fourth quarter, closing a year in which it raised guidance three times.
Earnings · July 1, 2026

Columbia Banking System NIM Compresses as Asset Balances Dip

Net interest margin fell 10 bps to 3.96% in the first quarter as the bank navigated lower interest-earning asset balances.
Earnings · July 1, 2026

Apogee buys daylighting maker for $115 million

The architectural-products supplier disclosed the Kalwall Companies deal in its fiscal first-quarter report.
Deals · July 1, 2026

Consortium Led by Robert Ortenzio to Buy Select Medical in $3.9 Billion Deal

The all-cash take-private transaction is led by the company's executive chairman and private equity firm Welsh, Carson, Anderson & Stowe.
Deals · July 1, 2026

QXO Completes $17 Billion TopBuild Acquisition in Mixed Deal

The transaction expands QXO’s scale across the building products value chain and advances its goal of $50 billion in revenue by 2030.
Deals · July 1, 2026

Kimball Electronics to Buy Helvoet Polymer in €90 Million Asset Deal

The all-cash asset purchase gives Kimball Electronics a specialized medical CDMO with microfluidics and drug-delivery capabilities, extending its European footprint and opening a path into India.
Deals · July 1, 2026

Tessenderlo to Buy 20% Stake in FMC for $400 Million

The Belgian industrial group’s minority investment enables FMC to hit its $1 billion debt-reduction target while preserving independence.
Deals · July 1, 2026

Eversource Closes $2.4 Billion Sale of Aquarion Water Company

The divestiture sharpens Eversource's focus as a pure-play regulated electric and gas utility while strengthening its balance sheet.
Deals · July 1, 2026