The Tip Desk

October 2026

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Earnings Roundup for Week of Oct. 26, 2026

Alphabet’s Google Cloud revenue rose 103% and Amazon’s AWS sales increased 39% in the third quarter, while both companies reported lower diluted earnings per share.
Weekly Earnings · October 31, 2026

Deals Roundup for Week of Oct. 26, 2026

EQT agreed to acquire Range Resources in stock, Thrive Holdings signed a $15.3 billion enterprise-value deal for ADT, and RadNet’s ONRAD agreement includes up to $210 million in contingent consideration.
Weekly Deals · October 31, 2026

CaixaBank third-quarter profit rises as net interest income recovers

Net interest income reached €2,796 million, up 2.5% from the second quarter, as lending volumes and fixed-income yields offset higher funding costs.
Global Banks · October 31, 2026

BBVA net interest income reaches €8.08 billion in third quarter

Sequential NII expansion continued while attributable profit slipped to €3.02 billion on higher costs and provisions.
Global Banks · October 31, 2026

Valero to Buy Houston Hub Equity in $320.5 Million Deal

The refiner said the purchase expands its U.S. Gulf Coast footprint at a fraction of replacement value and leaves open a later move into heavy sour crude processing.
Deals · October 31, 2026

L.B. Foster Completes $52.2 Million Dulworth Asset Purchase

The rail and infrastructure technology provider closed the cash asset deal to add precast concrete manufacturing and high-growth end markets.
Deals · October 31, 2026

First Mid to Buy Evergreen Bancshares in $70.7 Million Mixed Deal

The Mattoon, Ill., bank said the combination extends its St. Louis and I-70 corridor footprint, adds Rochester, Ill., and puts a full-service franchise in greater Indianapolis.
Deals · October 31, 2026

This Week in Energy — October 29, 2026

U.S. crude and distillate inventories declined, while Brent’s average rose across the available trading days. EQT detailed an announced Range Resources acquisition, a proposed pipeline and a 10-year LNG sales agreement.
This Week in Energy · October 30, 2026

UBS lifts Credit Suisse savings outlook as third-quarter operating profit before tax rises 27%

Operating profit before tax was USD 3,587 million in the third quarter as total revenues reached USD 13,350 million.
Global Banks · October 30, 2026

Santander lifts cash dividend as underlying profit rises

Underlying attributable profit reached €3,848 million in the third quarter, up 19% year on year, as net interest income rose 2% sequentially to €11,833 million.
Global Banks · October 30, 2026

BNP Paribas CIB Revenue Growth Accelerates to 16.6%

Corporate & Institutional Banking net banking income reached €5,201m in the third quarter as Global Markets and Securities Services posted double-digit year-on-year gains.
Global Banks · October 30, 2026

PCE Prices Rise 0.5% in September, Core Holds at 0.3%

The PCE price index rose 0.5% from August, while the index excluding food and energy rose 0.3%.
Economy Watch · October 30, 2026

Real GDP Growth Accelerates to 3.4% in Third Quarter

Investment and government spending picked up as exports fell, lifting the annualized pace from 2.2% in the second quarter.
Economy Watch · October 30, 2026

Richmond Mutual's Merger Doubles Net Interest Income

Net interest income reached $22.8 million in the third quarter after the Farmers Bancorp combination, while a higher provision for credit losses of $6.1 million and increased noninterest expense primarily drove net income down to $1.7 million.
Deals · October 30, 2026

Meridian's Net Interest Margin Rebounds After a Compression

Net interest income was $23.4 million in the third quarter as the tax-equivalent margin reached 3.77%.
Earnings · October 30, 2026

Alliant Narrows 2026 Outlook, Issues 2027 Guidance and Capex

Third-quarter GAAP earnings were $1.52 a share, and 2027 ongoing EPS guidance is $3.63 to $3.73, with a $2.25 dividend target.
Earnings · October 30, 2026

Kenvue Organic Sales Growth Accelerates to 2.9%

Net sales rose 3.2% to $3,886 million in the fiscal third quarter, with diluted earnings of $0.22 a share.
Earnings · October 30, 2026

Hawthorn's Net Interest Margin Widens After FSC Close

Net interest income rose to $19.3 million as the FSC Bancshares deal lifted loans 19.3% and deposits 20.3%.
Earnings · October 30, 2026

General Dynamics Backlog Jumps to $220 Billion

Third-quarter revenue reached $14.6 billion as year-over-year growth accelerated to 12.9% and diluted earnings rose 15.7% to $4.49 a share.
Earnings · October 30, 2026

Federal Realty Raises 2026 Core FFO Outlook After Leasing

The retail REIT lifted full-year Core FFO guidance to $7.54–$7.58 a share after Nareit and Core FFO of $1.87 a share in the third quarter.
Earnings · October 30, 2026

Exelon Narrows 2026 Earnings Range After Third-Quarter Beat

Adjusted operating earnings were $0.87 a share, and the utility narrowed full-year guidance to $2.85-$2.91 a share.
Earnings · October 30, 2026

Dominion Energy Sees Top Half of Unchanged 2026 Range

Third-quarter operating earnings were $1.28 a share, and the company now expects the top half of its $3.45 to $3.69 range.
Earnings · October 30, 2026

Chevron U.S. Refineries Hit Record Crude Throughput

U.S. refinery crude unit inputs reached a record 1.09 million barrels a day as third-quarter earnings were $9.9 billion, or $5.06 a share.
Earnings · October 30, 2026

Church & Dwight Raises 2026 Sales Outlook After Third-Quarter Beat

Organic sales rose 5.1% as net sales reached $1,602 million, and the company lifted full-year sales to about 0.5% growth.
Earnings · October 30, 2026

LCI to Combine With Patrick in All-Stock Merger

The LCI board said the merger remains the best path to long-term value, citing about $150 million of expected net run-rate cost synergies.
Deals · October 30, 2026

First Hawaiian, TriCo Bancshares Win Stockholder Votes

The all-stock combination of the Honolulu and Chico, Calif., banks is set to close later in 2026, subject to remaining customary conditions.
Deals · October 30, 2026

DoorDash to Buy Instacart in $17 Billion Mixed Deal

DoorDash said combined scale and complementary technologies would support a multi-year path to $500 million or more of annual synergies, net of investments.
Deals · October 30, 2026

Churchill Capital Corp XI to Combine With Agility Robotics

The SPAC and humanoid-robotics maker said the combination is expected to create the only U.S. publicly listed pure-play humanoid company with proven, active commercial deployments.
Deals · October 30, 2026

Azenta Acquires SynPlexity to Expand GENEWIZ Synthesis

The life sciences company paired the SynPlexity purchase with an exclusive Elegen license to widen GENEWIZ gene-synthesis and high-throughput discovery offerings.
Deals · October 30, 2026

Arch Insurance to Buy Premier Dealer Holding Corp. and Its Subsidiaries, Including PDS

The specialty insurer said the deal will pair its underwriting with PDS's administration, technology and dealer relationships in automotive F&I.
Deals · October 30, 2026

GigCapital7 proposed charter changes on shareholder lawsuits

GigCapital7 proposed alternative courts for shareholder claims after SEC staff questioned whether its charter could prevent some federal securities suits altogether.
SEC Correspondence Focus · October 30, 2026

Energy supply shifts and AI activity cushion global growth

Government support, additional energy supplies from outside the Gulf economies and oil-reserve drawdowns have cushioned the Middle East conflict’s effects, with AI-related activity bolstering investment, production and trade.
Central Banking · October 30, 2026

Teck Resources reports third quarter adjusted EBITDA of $2.3 billion

The mining company saw adjusted profit attributable to shareholders rise to $923 million from $372 million in the prior-year period
Earnings · October 30, 2026

Canadian National Railway reports 15% revenue increase in third quarter

The transportation provider generated C$4,771 million in revenue for the period ended September 30, 2026
Earnings · October 30, 2026

Freight and Logistics Cycle: Tighter Capacity, Uneven Demand

Transportation companies described firmer rates as capacity tightened, with industrial freight demand remaining uneven and some benefits still absent from reported results.
Theme Survey · October 29, 2026

Energy Sector: Pipeline Enters Service, LNG Starts Production

Energy companies reported gas infrastructure milestones and higher throughput, alongside uneven production trends and explicit geopolitical warnings.
Theme Survey · October 29, 2026

Cybersecurity Incidents: Named Events, Wider Legal Exposure

Companies cited midyear cybersecurity incidents and broadened litigation warnings as reporting obligations remained a source of uncertainty.
Theme Survey · October 29, 2026

Yao Yun's Indaptus stake slips after private placement

The Australian investor's Indaptus Therapeutics holding fell to 27.34% after a 20.3 million-share private placement, with no shares bought or sold.
Stake Watch · October 29, 2026

PCE Price Index Rises 0.5% in September 2026

The seasonally adjusted PCE price index reached 132.26, up 3.6% from a year earlier.
Economy Watch · October 29, 2026

Real GDP Growth Picks Up to 3.40% in Q3 2026

The annualized quarter-over-quarter expansion rate rose 1.20 percentage points from the prior quarter.
Economy Watch · October 29, 2026

Xcel Narrows 2026 Guidance After Third-Quarter Earnings

Diluted GAAP and ongoing earnings were $1.52 a share, and the company set 2027 ongoing earnings guidance of $4.48 to $4.62.
Earnings · October 29, 2026

Virginia National's Net Interest Margin Widens Further

Net interest income rose 11.2% to $14.5 million as the fully tax-equivalent margin reached 3.73% and net income was $6.6 million, or $1.20 a share.
Earnings · October 29, 2026

Starz Restores Cash Generation After a Restructuring Quarter

Unlevered free cash flow was $18.8 million in the third quarter, and the company reiterated 2026 targets including $100 million to $120 million of unlevered free cash flow.
Earnings · October 29, 2026

Strattec's Adjusted EBITDA Margin Rebounds to 9.2%

Net sales were $147.2 million in the first quarter ended September 27, 2026, as the company posted $10.8 million of operating cash flow and $111.8 million of cash with no debt.
Earnings · October 29, 2026

Rimini Street Reiterates Rule of 20 After Third-Quarter Beat

Revenue reached $112.1 million, up 8.3% from a year earlier, as adjusted EBITDA rose 52.0% to $15.1 million.
Earnings · October 29, 2026

Rhinebeck's Net Interest Income Growth Accelerates

Net interest income rose 8.1% to $13.0 million in the third quarter as the July conversion lifted equity to $220.8 million.
Earnings · October 29, 2026

Pagaya Lifts 2026 Net Income Outlook After Record Quarter

GAAP net income attributable to Pagaya shareholders reached a record $50 million in the third quarter, and the company raised its full-year 2026 GAAP net income range to $162 million–$182 million.
Earnings · October 29, 2026

Pro-Dex Sales Growth Slows After June Quarter

Net sales rose 11% to $20.6 million in the fiscal 2027 first quarter as next-generation handpiece shipments to its largest customer more than offset a drop in legacy repairs.
Earnings · October 29, 2026

Ranpak's Third-Quarter Revenue Growth Cools After a Strong Second Quarter

Net revenue rose 2.3% to $101.9 million as automation equipment sales, wrapping and paper price-or-mix contributed to growth while paper-consumable volume fell 2.5%.
Earnings · October 29, 2026

Medallion's Credit Provision Jumps as Originations Cool

Net income attributable to stockholders fell to $2.4 million, or $0.10 a share, as the credit loss provision rose to $30.8 million.
Earnings · October 29, 2026