The Tip Desk

Industries — page 15

Neogen Raises Fiscal 2027 Outlook After Core Growth Rebound

First-quarter revenue was $222.8 million, up 6.5% from a year earlier, and the company lifted full-year revenue guidance to $885 million to $890 million.
Earnings · October 6, 2026

HubSpot Cuts Nearly 660 Jobs to Reorganize Around Outcomes

The company said it will reduce its team by about 7% as it shifts product teams away from hubs toward customer outcomes.
Earnings · October 6, 2026

BioMarin Flags $320 Million Alesta Charge for 2026

The biologic-therapies company said the August 31 deal will add about $1.55 of pre-tax charges to full-year results and that it will issue updated 2026 guidance with third-quarter figures.
Earnings · October 6, 2026

Repligen Completes $1.5 Billion BioLife Solutions Acquisition

The bioprocessing company closed the mixed cash-and-stock deal that was expected to be accretive to adjusted earnings by at least 25 cents in year two.
Deals · October 6, 2026

Skydance Completes $78 Billion Cash Purchase of Warner Bros. Discovery

The combination unites two studios, two streaming services, CBS and HBO, and CBS News and CNN under one owner.
Deals · October 6, 2026

CD&R, McKesson to Take Option Care Health Private

The infusion-services provider will remain a separate company as CD&R takes a majority stake and McKesson takes a minority stake with a path to buy the rest.
Deals · October 6, 2026

CD&R and McKesson to Take Option Care Health Private

McKesson will invest about $1.4 billion for a 49% minority stake as CD&R takes a 51% majority and Option Care Health leaves Nasdaq.
Deals · October 6, 2026

IES Holdings Completes $691 Million DBM Global Acquisition

The electrical-systems installer closed a mixed cash-and-stock deal that creates a Structural line of business around one of the largest U.S. independent steel fabrication and erection platforms.
Deals · October 6, 2026

Chevron to Buy Hess Midstream DJ Assets for $200 Million

Chevron will swap its Hess Midstream ownership and general partner stake for longer Bakken midstream terms and cash it said would cut Bakken unit midstream costs about 50%.
Deals · October 6, 2026

Cirrus Logic to Acquire Inventvm

The audio-semiconductor designer said the deal adds IP, engineering capacity and talent as it expands into new applications.
Deals · October 6, 2026

Altaris to Buy Clarivate Life Sciences Unit for $600 Million

The healthcare-focused buyer completes an asset purchase that lets Clarivate concentrate on Academia & Government and Intellectual Property.
Deals · October 6, 2026

Byline Bancorp to Buy Illinois State Bancorp for $87.9 Million

The mixed cash-and-stock deal is meant to add a core deposit base and more density across Chicago communities.
Deals · October 6, 2026

Black Hills to Serve Google Wyoming Data Center

The utility will supply up to 590 MW of grid-connected power and manage 2.1 GW of third-party resources through a private microgrid.
Deals · October 6, 2026

Brandywine Realty Trust to Buy 3151 Market Street for $240 Million

The Philadelphia REIT agreed to an asset purchase of the Market Street property, adding a downtown office asset to its portfolio.
Deals · October 6, 2026

NeoGenomics Names Stone CEO as NGS Growth Reaches 28%

Preliminary third-quarter revenue is expected at about $209 million, and full-year revenue guidance is slated to rise at the midpoint.
Earnings · October 5, 2026

Lucid Cuts Output After Second-Shift Elimination

The electric-vehicle maker produced 2,954 vehicles in the third quarter and delivered 3,806 as it converted inventory under a $1.4 billion cash-flow reset.
Earnings · October 5, 2026

F&G's Second-Quarter Sales and Adjusted Earnings Ease

Adjusted net earnings were $85 million, or $0.65 a share, as gross sales slipped to $2.7 billion after a $3.2 billion first quarter.
Earnings · October 5, 2026

Apollo's AUM Reaches $1.05 Trillion After $1 Trillion Cross

The alternative asset manager closed June 30, 2026 with approximately $1.05 trillion of assets under management, after crossing $1 trillion in the first quarter.
Earnings · October 5, 2026

Advanced Drainage Systems to Buy StormTrap for About $530 Million

The all-cash deal adds stormwater storage products as ADS broadens its stormwater-management portfolio.
Deals · October 5, 2026

Champion Homes to Buy Timberline Homes in Asset Deal

The homebuilder said the purchase will expand Southeastern retail locations and accelerate its direct-to-consumer strategy.
Deals · October 5, 2026

Construction Partners to Buy J.H. Strain Asphalt Assets

The Sunbelt road builder said the Abilene plants, fleet and 125-plus employees will extend Lone Star’s reach into West Texas infrastructure work.
Deals · October 5, 2026

Schneider Electric to Buy PTC in $22.6 Billion Cash Deal

The energy-technology group will pay $205 a share to fold industrial CAD and lifecycle software into its Energy and Industrial Intelligence stack.
Deals · October 5, 2026

Omega Healthcare Adds 32 Florida SNFs to PACS Lease

The REIT shifted 32 skilled nursing facilities to PACS Group subsidiaries, lifting first-year rent $26.1 million under an existing master lease.
Deals · October 5, 2026

NovaGold to Buy Remaining Donlin Gold Stake

The all-share deal would lift NovaGold’s Donlin Gold holding to 100% and create a U.S.-domiciled developer with about US$4.2 billion equity value.
Deals · October 5, 2026

Matador Closes $1.255 Billion Cash Purchase of Paloma

The Delaware Basin producer completed the EnCap portfolio buy, citing high hydrocarbon resources per acre and midstream synergies.
Deals · October 5, 2026

Leidos to Form Analogic Joint Venture With Altaris

Leidos will contribute its Security Enterprise Solutions unit and about 1,500 employees to a privately held Analogic venture that it said will sharpen its NorthStar 2030 growth focus.
Deals · October 5, 2026

iRhythm to Buy VitalConnect in $287.5 Million Mixed Deal

The digital health care company said the wearable biosensor platform will add mobile cardiac telemetry and multi-vitals monitoring to its Zio franchise.
Deals · October 5, 2026

Harrow to Buy TYRVAYA for Up to $100 Million

The ophthalmic company will add the FDA-approved nasal spray to VEVYE and fund the $30 million upfront cash from cash on hand.
Deals · October 5, 2026

GEO Group Completes $950 Million Adelanto Asset Sale

GEO said it will use the proceeds with operating cash flow to cut debt, buy back stock, and fund other corporate purposes.
Deals · October 5, 2026

General Catalyst to Invest $2 Billion in Flex's Axiom

The equity stake is meant to fund Flex’s $4.4 billion EPC Power purchase and leave the soon-to-be-spinoff with a stronger balance sheet as it prepares to trade on its own.
Deals · October 5, 2026

LKCM Headwater to Buy Distribution Solutions Group at $35.00 a Share

A newly formed LKCM affiliate is offering $700 million of 2032 senior notes to fund the cash take-private and repay part of the distributor's existing credit agreement.
Deals · October 5, 2026

Clean Harbors to Buy EnviroServe and ES&H for $775 Million

The combined cash purchase is meant to expand collection, disposal and recycling volume and emergency response in the U.S. Gulf region.
Deals · October 5, 2026

C.H. Robinson to Buy RXO in $5.8 Billion Mixed Deal

The asset-light logistics provider will fold RXO into its NAST division, with the companies citing $300 million in Lean AI cost synergies.
Deals · October 5, 2026

The Financing Test for Platform Expansion

Mortgage platforms are adding origination income and new funding obligations together, with uneven evidence that expansion pays for itself.
Fathom Files · October 2, 2026

WesBanco Sets Third-Quarter Call After June Results

The Wheeling holding company said third-quarter results are due after the close on October 21, with a call on October 22.
Earnings · October 2, 2026

Tesla Other-Model Deliveries Drop After Record Second Quarter

The vehicle maker delivered 486,532 cars in the third quarter as Model 3/Y volume rose and energy storage held near 13.7 GWh.
Earnings · October 2, 2026

NANO Nuclear to Buy Radnostix in Mixed Cash-Stock Deal

The advanced nuclear company said the purchase would add NRC-licensed fuel-cycle assets and years of associated licensing work.
Deals · October 2, 2026

Flowco to Buy Lifting Solutions Energy for $113 Million

The all-cash deal adds continuous rod and PCP lift and extends Flowco’s footprint into Canada and the Middle East.
Deals · October 2, 2026

CareTrust to Buy 45 UK Care Homes in £1.1 Billion Deal

The REIT is buying 45 new UK care homes from LNT Care Developments to build a senior housing operating portfolio platform, with 24 homes already closed and 21 more to follow as they complete.
Deals · October 2, 2026

Blue Owl Technology Finance Sets Third-Quarter Results Date

The specialty finance company will report third-quarter results on November 4, 2026, after market close.
Earnings · October 1, 2026

Blue Owl Capital Sets November Third-Quarter Results Date

The specialty finance company scheduled its September 30, 2026 results for November 4, with a follow-on call on November 5.
Earnings · October 1, 2026

Nike Launches Pace Cost Overhaul After Widening Sales Drop

First-quarter revenue fell 4% to $11.2 billion as the company unveiled Pace, an operating-model overhaul it said would save about $2.5 billion through fiscal 2031.
Earnings · October 1, 2026

McCormick Reaffirms 2026 Outlook After Mexico-Driven Quarter

Net sales rose 17.4% in the third quarter, with organic growth of 1.9% and adjusted earnings of $0.86 a share.
Earnings · October 1, 2026

Magnolia Closes WildFire Deal, Targets 0.5x Leverage

Fourth-quarter production is guided to 159–161 Mboe/d, the first full quarter after the WildFire close, with net debt at about $1.9 billion.
Deals · October 1, 2026

Acuity's Fourth-Quarter Sales Growth Reaccelerates

Net sales were $1.24 billion in the fiscal fourth quarter, up 2.9% from a year earlier, after a 1.6% year-over-year rise in the third quarter.
Earnings · October 1, 2026

Accenture's Local-Currency Growth Accelerates to 7% in Fourth Quarter

Fourth-quarter revenue of $18.68 billion cleared the high end of the guided range as bookings reached $22.17 billion and GAAP diluted EPS rose 46%.
Earnings · October 1, 2026

UL Solutions to Buy Eurofins E&E Unit in $670 Million Deal

The safety-science firm said the asset purchase will expand its global laboratory footprint and testing, inspection and certification services for electrical safety and connected products.
Deals · October 1, 2026

SpyGlass Pharma to Buy Advanced Vision Science for $13 Million

The all-cash purchase is meant to lock in IOL manufacturing for SpyGlass’s Phase 3 BIM-IOL System and open a path to premium lenses.
Deals · October 1, 2026

onsemi to Buy Synaptics in $5.7 Billion Cash Deal

After a third-party bid, the semiconductor maker cut the June all-stock pact to $123 a share and now expects immediate non-GAAP EPS accretion.
Deals · October 1, 2026

Liquidity Services to Buy Auction Holdings in $80 Million Cash Deal

The marketplace operator said Invaluable’s auction-house software is highly complementary to its core capabilities as it invests in platforms ripe for innovation.
Deals · October 1, 2026