The Tip Desk

August 2026 — page 9

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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

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

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

Cost Inflation and Pricing Power Dominate a 117-Company Week

Forty-two of the 117 companies reporting on the domestic economy this week, spanning ten industries, centered their commentary on pricing and costs.
Economy Survey · August 3, 2026

Elevated Rates and Tariff Costs Frame a Split Demand Picture

Elevated borrowing costs, tariff-driven inflation, and uneven demand dominated what 89 companies across 13 industries told investors about the economy this week.
Economy Survey · August 3, 2026

Demand Splits Across Industrials, Software and Retail This Week

Demand was this week's dominant theme across 44 companies in 12 industries, but the signal splits between industrial, software and chip firms gaining ground and housing, restaurant and consumer names absorbing a pullback.
Economy Survey · 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

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

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

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

American Family to Buy Bowhead Specialty for $1.2 Billion in Cash

American Family's move to take full ownership of its longtime reinsurance partner Bowhead reunites an insurer with the specialty underwriter it helped launch six years ago.
Deals · August 3, 2026

Brookfield Completes Oaktree Acquisition in $3 Billion Cash-and-Stock Deal

The acquisition broadens Brookfield’s global credit platform and brings Oaktree’s underwriting capabilities fully inside the asset manager.
Deals · August 3, 2026

Prysmian to Buy Atkore in $3.8 Billion All-Cash Deal

The acquisition would broaden Prysmian’s electrical-products portfolio as infrastructure investment accelerates.
Deals · August 3, 2026

ING Lending Growth Anchors Full-Year Banking Results

Commercial net interest income totaled €4.060 billion as the commercial margin stood at 2.26%.
Global Banks · August 2, 2026

HSBC Interest Income Rises as Margin Compression Reverses

Full-year net interest income rose $2.1 billion to $34.8 billion as the margin expanded 3 bps.
Global Banks · August 2, 2026

Capital One Net Interest Income Rises 37% to $42.9 Billion

The credit-card-focused bank expanded its net interest margin by 96 bps to 7.84% for the full year.
Global Banks · August 2, 2026

Citigroup Investment Banking Fees Jump 20% as Full-Year Profit Climbs

Citigroup's full-year 2025 net income rose to $14.3 billion on revenue of $85.2 billion, up from $12.7 billion on $80.7 billion in 2024, as Banking and Markets carried the result.
Global Banks · August 2, 2026

Santander Brasil’s Credit Costs Reverse as Loan Growth Slows

Loan-loss allowances worsened 8.9% to R$25.88 billion in 2025 as household and corporate stress increased.
Global Banks · August 2, 2026

Groupe BPCE Reports €2.8 Billion in Net Interest Income

Retail-network margin recovery supported €2.8 billion of net interest income in the first quarter of 2026.
Global Banks · August 2, 2026

BNP Paribas Revenues Rise 4.9% on CIB and IPS Growth

Full-year revenues reached €51,223 million as the integration of AXA IM boosted investment and financial services results.
Global Banks · August 2, 2026

Barclays UK NIM Expansion Drives Net Interest Income Toward 2026 Goal

Group net interest income outside the investment bank and head office climbed 12% to £3.4 billion, with management pointing to guidance of more than £13.5 billion for the year.
Global Banks · August 2, 2026

BBVA Lending Lifted Net Interest Income 13.9%

Full-year net interest income reached €26.28 billion as lending activity supported currency-adjusted growth.
Global Banks · August 2, 2026

Bank of America NII Rises 10% to $15.8 Billion

The largest U.S. bank by assets returned $8.4 billion to shareholders in the final period of 2025.
Global Banks · August 2, 2026

Amex Card Fee Revenue Hits 30th Straight Quarter of Double-Digit Growth

American Express said net card fee revenue climbed 14% to $117 per card in 2025, anchoring a 10% rise in total revenue to $72.2 billion.
Global Banks · August 2, 2026

Crédit Agricole Accelerates Retail Lending as French Margins Recover

French and Italian retail-banking loans rose 1.7% to €895 billion as funding costs eased.
Global Banks · August 2, 2026