The Tip Desk

September 2026 — page 2

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Guidewire Revenue Growth Slowed to 15% in Fourth Quarter

The insurance-software platform posted $411.1 million of fourth-quarter revenue and guided first-quarter fiscal 2027 sales to $372 million to $378 million.
Earnings · September 4, 2026

Docusign Lifts Fiscal 2027 Revenue Outlook to $3.5 Billion

The agreement-software company guided annual recurring revenue growth to 8.50%–9.00% and said IAM would reach 18%–19% of ARR by year-end.
Earnings · September 4, 2026

Equity Bancshares to Buy Lincoln Bancorp for $123.8 Million

The Wichita-based holding company said the mixed stock-and-cash deal builds on its Iowa footprint and is expected to close in the fourth quarter of 2026.
Deals · September 4, 2026

Diversified Energy to Buy Birch Permian Holdings for $1.8 Billion

The deal is the largest in the company’s 25-year history and is expected to add about 68 Mboepd of operated Permian production.
Deals · September 4, 2026

Bank7 to Buy Century Financial in $91 Million Cash Deal

The Oklahoma City bank holding company said the purchase would create a combined Southwest organization with about $3.4 billion in assets.
Deals · September 4, 2026

Apogee Enterprises to Buy SIA GroGlass for Up to €62.5 Million

The all-cash deal is expected to add coating technologies, materials-science expertise and a European manufacturing footprint to Apogee’s Performance Surfaces Segment.
Deals · September 4, 2026

AbbVie Completes $10.9 Billion Cash Purchase of Apogee

The immunology-focused drugmaker closed the all-cash deal that folds a late-stage atopic dermatitis antibody and a respiratory pipeline into its franchise.
Deals · September 4, 2026

Vizsla Silver Exploration Expenses Rise in First Quarter

The precious metals explorer reported exploration and evaluation expenses of $1.338 million for the three months ended July 31, 2026
Earnings · September 4, 2026

New Pacific Metals Boosts Cash Reserves Through Bought Deal Financing

The company ended its fiscal year with $38.57 million in cash and cash equivalents
Earnings · September 4, 2026

GO reports 31.8% revenue rise for fiscal 2026

App-dispatched taxi rides totaled 115.44 million in fiscal 2026.
Earnings · September 3, 2026

Kusuri no Aoki Holdings reports higher fiscal 2026 revenue

Operating profit increased 1.9% to 27,096 million yen in fiscal 2026.
Earnings · September 3, 2026

Oracle Japan Records Higher Annual Revenue

Annual revenue, operating profit and net income each reached record levels.
Earnings · September 3, 2026

Cosmos Pharmaceutical Revenue Rises 8.7% as Store Network Expands

COSMOS Pharmaceutical Corporation closed six stores under its scrap-and-build policy, ending the fiscal year with 1,708 locations in operation.
Earnings · September 3, 2026

Snowflake Product Revenue Growth Reaches 37%

The AI Data Cloud company lifted full-year product revenue guidance to $6.07 billion after a third straight quarter of faster growth.
Earnings · September 3, 2026

PVH Non-GAAP Operating Margin Reaches 11.1%

The apparel company posted second-quarter non-GAAP earnings of $3.70 a share, above its $3.00 to $3.10 outlook.
Earnings · September 3, 2026

Ollie's Comparable Sales Turned Negative 1.8%

The off-price retailer posted $1.42 a share and cut full-year sales guidance to $2.928 billion to $2.941 billion.
Earnings · September 3, 2026

Brown-Forman Organic Sales Turn Down 1% After Growth

The spirits maker posted $911 million in first-quarter net sales and reaffirmed a plan for roughly flat organic revenue in fiscal 2027.
Earnings · September 3, 2026

Broadcom Posts $29.6 Billion Revenue on 86% Growth

The chipmaker guided fourth-quarter sales to about $34.8 billion, implying 93% year-over-year growth.
Earnings · September 3, 2026

Argan Revenue Growth Accelerates to 61.5% at $384 Million

The power and industrial construction firm posted record net income of $53.3 million, or $3.76 a share, in the quarter ended July 31, 2026.
Earnings · September 3, 2026

Vertiv to Buy Utility Innovation Holdings for $1.45 Billion

The all-cash deal adds microgrid controls, onsite generation and storage orchestration, with up to $1.15 billion more tied to EBITDA targets.
Deals · September 3, 2026

Skyworks to Close Qorvo Combination Within Calendar Year

The analog and mixed-signal semiconductor maker said regulatory approvals are progressing and it is preparing to close as early as within the fiscal year.
Deals · September 3, 2026

Hope Bancorp to Close SMBC MANUBANK Unit Purchase

The regional lender said the all-cash asset purchase of the commercial banking unit is expected to close early in the fourth quarter of 2026.
Deals · September 3, 2026

G-III Apparel Group to Acquire Marc Jacobs Brand

The apparel licensing company said the deal targets $1 billion in long-term annual revenue and will accelerate its shift to owned brands.
Deals · September 3, 2026

BRP Inc. Reports Net Loss of 134.1 Million Canadian Dollars

The powersports vehicle maker generated 686.8 million Canadian dollars in net cash flows from operating activities for the six-month period ended July 31, 2026.
Earnings · September 3, 2026

Posco Future M Energy Materials Return to Profit

The battery materials business recorded an operating profit of 1.46 billion won for the first half of 2026.
Earnings · September 2, 2026

Palo Alto Networks Revenue Grew 34% to $3.41 Billion

Next-Generation Security ARR reached $9.10 billion after a 63% year-over-year increase in the fiscal fourth quarter.
Earnings · September 2, 2026

MiniMed U.S. Sales Growth Accelerates to 13%

The diabetes-technology company posted first-quarter net sales of $843 million and lifted full-year organic growth guidance to about 10.5%.
Earnings · September 2, 2026

Medtronic Organic Growth Reaches 13.7% After Two Slower Quarters

The healthcare-technology company lifted fiscal 2027 organic growth guidance to 7.25% to 7.75% after first-quarter sales of $9.8 billion.
Earnings · September 2, 2026

MongoDB Revenue Growth Accelerates To 30% At $771.8 Million

The database company posted $40.9 million of GAAP net income, or $0.50 a share, and raised full-year fiscal 2027 revenue guidance.
Earnings · September 2, 2026

GitLab Revenue Growth Slowed to 21% at $286.3 Million

The DevSecOps platform guided third-quarter revenue to $281 million to $283 million, below the $286.3 million it reported for the quarter ended July 31.
Earnings · September 2, 2026

Dell Lifts Full-Year Revenue Outlook to $192 Billion

The technology company posted record quarterly revenue of $47.0 billion and raised its fiscal 2027 AI-server outlook to $74.0 billion.
Earnings · September 2, 2026

Credo Sequential Revenue Growth Slows to 9.6%

The connectivity maker guided second-quarter fiscal 2027 sales to $525 million to $535 million.
Earnings · September 2, 2026

Albany International Raises Third-Quarter Adjusted Earnings Outlook to $1.50

The materials science maker lifted third-quarter adjusted EPS guidance to a range of $1.40 to $1.50 after reversing a CH-53K loss reserve.
Earnings · September 2, 2026

LongRange Capital to Buy Pizza Hut Ex-China for $1.5 Billion

Yum! Brands said the sale completes a strategic review begun in late 2025 and leaves it a more focused company.
Deals · September 2, 2026

United Community Banks Completes $2.0 Billion Navitas Sale

The Southeastern lender closed the all-cash sale of its equipment finance unit to Wafra funds, sharpening its focus on relationship banking.
Deals · September 2, 2026

Public Storage to Buy PS Canada in $1.2 Billion Deal

The self-storage operator will take direct ownership of 68 Canadian properties, extending its platform beyond the U.S. and Shurgard Europe.
Deals · September 2, 2026

Limbach Holdings to Buy 1901 Inc. for $63 Million

The building systems firm said the all-cash deal will create its largest electrical operation and deepen Midwest scale.
Deals · September 2, 2026

Korn Ferry to Buy AMS in $1.1 Billion Cash-and-Stock Deal

The global consulting firm will fold AMS’s recruitment and early-careers franchises into a combined talent and organizational practice.
Deals · September 2, 2026

Keurig Dr Pepper to Sell Chobani Stake for $925 Million

The beverage company will use net proceeds to reduce debt as it positions Beverage Co. and Global Coffee Co. for long-term success.
Deals · September 2, 2026

Graco to Buy Valco Melton in $447 Million Cash Deal

The fluid-handling equipment maker said the purchase adds precision adhesive dispensing and vision-based quality-assurance systems to its Industrial division.
Deals · September 2, 2026

Enovis to Buy eCential Robotics in €155 Million Deal

The surgical enabling technology company will fold robotic automation into its ASTRA platform, with up to €35 million in milestone payments.
Deals · September 2, 2026

SOCAR to Buy Haynesville Interests From Comstock for $1.65 Billion

The Azerbaijan state oil company will take non-operated stakes in Comstock’s Legacy and Western Haynesville assets plus a slice of Pinnacle Gas Services, with a reversion that trims its Western interest after a 15% return.
Deals · September 2, 2026

NextEra Energy Resources to Buy Florida Energy Pathway

The renewable-energy developer will take a stake in a $1.2 billion south Florida gas pipeline that Chesapeake Utilities had planned to partner on.
Deals · September 2, 2026

American Healthcare REIT to Buy Kensington Senior Living for $572 Million

The healthcare REIT said the eight-community asset purchase extends its higher-acuity senior housing platform in affluent, supply-constrained U.S. markets.
Deals · September 2, 2026

Bunzl upgrades 2026 guidance and launches £500 million buyback

The distribution group reported underlying revenue growth of 3.2% for the first half of 2026.
Earnings · September 1, 2026

Sonic Automotive's BEV Margin Drag Narrows as Hybrids Outpace EVs

Auto retailer, supplier and utility disclosures this window trace a widening gap between hybrid and battery-electric demand even as California's zero-emission car share kept climbing.
Theme Survey · September 1, 2026

Helen of Troy's Order Cuts Sharpen Consumer Trade-Down Story

Helen of Troy disclosed a realized drop in retailer replenishment orders tied to softer demand, while Petco, Oxford Industries and Zumiez detailed how price sensitivity and trade-down behavior are reshaping category and promotional dynamics.
Theme Survey · September 1, 2026

Credo Flags 'Bubble' Talk as AI Capex Language Splits Filings

Credo Technology became the first company in the group to name market 'bubble' concerns around AI infrastructure spending, as peers diverged between warning on capex sustainability and doubling down on buildout risk.
Theme Survey · September 1, 2026

SAIC Lifts Fiscal 2027 Revenue Outlook to $7.3 Billion

The mission integrator posted $1.88 billion of second-quarter sales, up 6.3% from a year earlier, and raised full-year targets after a slower first quarter.
Earnings · September 1, 2026

Trilogy Metals to Close $35.6 Million U.S. War Investment

The Alaska copper explorer said definitive agreements with the Department of War are signed and closing is expected in September 2026.
Deals · September 1, 2026