The Tip Desk

August 2026 — page 13

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Rockwell Automation Raises Full-Year Outlook as Software Sales Climb

The industrial automation provider increased its fiscal 2026 diluted EPS guidance to a range of $12.72 to $13.02.
Earnings · August 4, 2026

Pfizer Swings to Loss on $4.3 Billion Impairment as Growth Slows

Pfizer posted a reported loss of $(0.04) a share in the second quarter after taking $4.3 billion in non-cash intangible impairments, even as it raised full-year revenue guidance by $500 million.
Earnings · August 4, 2026

PAMT Reverses First-Quarter Revenue Decline

Second-quarter operating revenue reached $164.7 million as the truckload carrier booked a $3.1 million auto-liability accrual.
Earnings · August 4, 2026

Niagen Launches NB4168 Drug Candidate and Telehealth Platform

Second-quarter net sales were $29.8 million, including $24.2 million from Tru Niagen, as the company introduced NB4168 and a Niagen Plus telehealth channel.
Earnings · August 4, 2026

Merck Raises Sales Outlook as Acquisition Charge Drives Loss

Quarterly sales increased to $16.607 billion as cancer-drug demand offset declining diabetes revenue.
Earnings · August 4, 2026

McDonald’s Sales Growth Slows as U.S. Traffic Turns Negative

Second-quarter revenue increased 4% to $7.10 billion as growth moderated across McDonald’s major markets.
Earnings · August 4, 2026

LoanDepot Narrows Loss as Home Equity Mix Lifts Margin

Second-quarter revenue reached $337 million as pull-through weighted gain on sale margin rose to 345 basis points.
Earnings · August 4, 2026

InfuSystem Oncology Crosses $20 Million in a Quarter

Net revenues reached $36.9 million, up 2.6% from a year earlier, and Adjusted EBITDA rose 7.6% to $8.6 million.
Earnings · August 4, 2026

Idexx Raises Outlook as Margins Widen

Second-quarter revenue reached $1.217 billion as stronger profitability supported a higher full-year forecast.
Earnings · August 4, 2026

Horizon NAV Falls After Single-Name Unrealized Losses

Net asset value was $6.23 a share at June 30, 2026, after $38.5 million of net unrealized depreciation, or $0.59 a share.
Earnings · August 4, 2026

Finance of America Completes Onity HECM Servicing Purchase

Funded volume reached $730 million as the company closed the Onity HECM servicing deal and posted a $29 million GAAP loss.
Deals · August 4, 2026

8x8 Extends Revenue Growth Into Fiscal 2027

The communications platform posted record service revenue of $185.3 million and total revenue of $190.2 million in the quarter ended June 30, 2026.
Earnings · August 4, 2026

Crexendo's Second-Quarter Revenue Growth Accelerates

Total revenue rose 49% to $24.6 million as service sales and adjusted EBITDA expanded after the Estech Systems deal.
Earnings · August 4, 2026

Core Molding Gross Margin Reaches 20.3% of Sales

Second-quarter net revenue was $62.7 million as truck product sales stayed soft and tooling project revenue fell to $1.8 million.
Earnings · August 4, 2026

Caterpillar hits record quarterly revenue as construction demand accelerates

The industrial manufacturer generated $20.5 billion in sales during the second quarter, the first time the company has exceeded $20 billion in a single period.
Earnings · August 4, 2026

Bed Bath & Beyond Extends Revenue Growth Into a Second Quarter

Net revenue reached $361 million, up 28.0% year-over-year, after a 6.9% increase in the first quarter, as the company added The Brand House Collective.
Earnings · August 4, 2026

Angel Oak's Second-Quarter Net Interest Income Growth Slows

Net interest income was $10.7 million in the quarter ended June 30, 2026, up 8% from a year earlier, after 20.1% year-over-year growth in the first quarter.
Earnings · August 4, 2026

Archer-Daniels-Midland Raises Outlook as Oilseed Profit Rebounds

Revenue increased 7% to $22.68 billion as the oilseed business returned to growth.
Earnings · August 4, 2026

Z Squared to Finalize Paradox Data Buy in Up-to-$25 Million Deal

The definitive agreement ties 80% of the consideration to power-delivery milestones at Z Squared's Union County Campus, extending the milestone-gated acquisition structure that has defined its Phase 1 buildout.
Deals · August 4, 2026

Tanger to Buy Levis Commons Town Center in $60 Million Cash Deal

The acquisition is part of a disciplined external growth strategy to enhance the company's portfolio of open-air and lifestyle centers.
Deals · August 4, 2026

Revvity to Divest China Immunodiagnostics Business

The divestiture removes a segment that accounted for approximately 6% of the company's total 2025 revenue.
Deals · August 4, 2026

Resideo Completes ADI Global Distribution Stock Spinoff

The separation positioned Resideo as a pure-play building-technologies company focused on profitable growth and innovation.
Deals · August 4, 2026

Lumen Technologies Completes Acquisition of Alkira

The deal integrates a cloud-native Network-as-a-Service control plane to accelerate Lumen's programmable networking capabilities for AI workloads.
Deals · August 4, 2026

IREN to Acquire Mirantis in Mixed-Consideration Deal

The acquisition adds a software orchestration layer to IREN's vertically integrated AI Cloud platform to better serve hyperscalers and enterprises.
Deals · August 4, 2026

Hinge Health to Buy Cylinder Health in $105 Million Cash Deal

The acquisition would extend Hinge Health’s AI-powered care platform into chronic digestive care through a single app.
Deals · August 4, 2026

Hillman Solutions to Buy Kanebridge Corporation in $315 Million Deal

The acquisition provides Hillman Solutions with an immediate industrial master distribution presence and a foothold in the industrial channel.
Deals · August 4, 2026

Consortium to Buy Electronic Arts in $55 Billion All-Cash Deal

The acquisition by PIF, Silver Lake, and Affinity Partners aims to accelerate innovation at the intersection of creativity and technology.
Deals · August 4, 2026

BIS July Papers Trace How Financial Risk Travels

Six new BIS working papers this month examine how stress moves between sovereigns, banks, non-banks, currencies and firms.
Central Banking · August 4, 2026

IEEPA Refunds Split Importers After Ruling

The Supreme Court’s IEEPA tariff ruling created refunds for some importers, delayed recoveries for others and a new tariff layer as Section 301 duties took effect.
Filing Trends · August 3, 2026

Vertex Raises Revenue Guidance as New Therapies Gain Traction

The biotechnology company raised its full-year revenue outlook to a range of $13.1 billion to $13.2 billion.
Earnings · August 3, 2026

TG Therapeutics Raises Outlook as BRIUMVI Sales Climb

The company lifted its 2026 global revenue target to approximately $950 million.
Earnings · August 3, 2026

Site Centers Serves DTP Buy-Sell Notice After Sales

The REIT posted a $1.3 million net loss, or $0.03 a share, and held $238.9 million of unrestricted cash at June 30.
Earnings · August 3, 2026

EchoStar’s Hughes Units File for Bankruptcy

The restructuring followed about $23 billion of spectrum sales to AT&T.
Earnings · August 3, 2026

Marriott Raises Annual Outlook as North American Demand Accelerates

Adjusted diluted earnings per share rose 20% to $3.19 in the second quarter.
Earnings · August 3, 2026

Loews Profit Rises 14% as Hotels Offset CNA Underwriting Strain

Loews Corp posted second-quarter net income of $444 million, or $2.16 a share, even as its CNA insurance unit's underlying combined ratio held near 94% for a second straight quarter.
Earnings · August 3, 2026

Keros Starts Rinvatercept Phase 2 in Muscular Dystrophy

Cash and cash equivalents stood at $257.6 million as of June 30, 2026, a level the company said would fund operations into the first half of 2028.
Earnings · August 3, 2026

GameStop Moves to Cut Debt Through Stock Exchange

The transaction would leave roughly $1.1 billion of 2030 notes outstanding after closing.
Earnings · August 3, 2026

CNH Profit Slides 35% Even as Margins Recover From Q1 Trough

CNH Industrial reported second-quarter net income of $141 million, down from $217 million a year earlier, though sharply improved from the $10 million it earned in the first quarter.
Earnings · August 3, 2026

CNA Profit Rebounds as Investment Income Offsets Underwriting Pressure

Net written-premium growth accelerated to 4% despite softer renewal pricing.
Earnings · August 3, 2026

Black Rifle Direct-to-Consumer Growth Reaccelerates

Second-quarter net revenue was $107.0 million, up 12.8% from a year earlier, as Direct-to-Consumer sales rose 13.6% and Adjusted EBITDA reached $6.3 million.
Earnings · August 3, 2026

Teleflex to Sell OEM Business in $1.5 Billion Cash Deal

The asset sale would sharpen Teleflex’s focus on higher-growth medical technologies while supporting debt reduction and shareholder returns.
Deals · August 3, 2026

Supernus Pharmaceuticals to Merge With Indivior Pharmaceuticals in All-Stock Deal

The combination aims to create a diversified central nervous system biopharmaceutical leader with $2.2 billion in combined annual revenues.
Deals · August 3, 2026

Intuitive Machines to Acquire Goonhilly and COMSAT to Expand Space Network

The acquisition adds a network of ground stations to enhance deep space communications and position, navigation, and timing capabilities.
Deals · August 3, 2026

Curium to Buy Lantheus in $8 Billion Cash-and-CVR Deal

Curium US Holdings agreed to acquire Lantheus Holdings for up to $114.50 a share, pairing its theranostics manufacturing base with Lantheus' U.S. radiodiagnostics franchise to build a company spanning diagnostics and therapy across more than 70 countries.
Deals · August 3, 2026

Liberty Global Buys Vodafone’s VodafoneZiggo Stake for €1 Billion, Equity

The transaction gave Liberty Global full control of VodafoneZiggo and advanced plans to form and list a broader Benelux telecommunications group.
Deals · August 3, 2026

KKR to Buy Integer Holdings in $5.7 Billion Take-Private Deal

KKR agreed to take medical-device manufacturer Integer Holdings private for $127 a share, capping a board-led strategic review with a premium of roughly 52% to the stock's price before the review began.
Deals · August 3, 2026

Indivior to Buy Supernus in All-Stock Merger

The combination aims to create a diversified central nervous system biopharmaceutical leader with $2.2 billion in combined annual revenues.
Deals · August 3, 2026

Indivior and Supernus to Combine in All-Stock Merger of Equals

The combination would create a scaled central-nervous-system drugmaker with $2.2 billion in annual revenue and $125 million in expected cost savings.
Deals · August 3, 2026

Esquire Completes Signature Bancorporation Merger

The combination added a Chicago commercial-banking franchise to Esquire’s national litigation and payments businesses.
Deals · August 3, 2026

Dorchester Minerals to Acquire Williston Basin Royalty Interests in Unit Deal

Dorchester Minerals expanded its Williston Basin footprint through a non-cash exchange of common units for roughly 3,100 net royalty acres, adding to a wave of unit- and cash-funded mineral bolt-ons across the basin.
Deals · August 3, 2026