The Tip Desk

Mid-Caps — page 9

Labcorp lifts profit margins as biopharma demand climbs

The diagnostics company raised its full-year adjusted earnings guidance to as much as $18.35 a share.
Earnings · June 30, 2026

Janus Henderson Goes Private at 10.2x EBITDA

The asset manager accepted a $52-a-share cash offer from Trian and General Catalyst, a 25% premium to its unaffected price.
Earnings · June 30, 2026

Janus Henderson to Buy Itself in $52 a Share All-Cash Deal

The asset manager completed its take-private transaction with Trian and General Catalyst, citing transformative opportunities as a private company.
Deals · June 30, 2026

Credit Lines and Coupon Math Anchor Week's Economy Commentary

Eleven of 23 companies surveyed this week, spanning five industries, framed the economy through the lens of credit and rates, from biotech cash reserves to industrial revolvers to a fresh $1.6 billion financing close.
Economy Survey · June 29, 2026

QXO to acquire TopBuild in $17 billion deal

The combined company will generate over $18 billion in revenue and $2 billion in adjusted EBITDA.
Earnings · June 29, 2026

Bitmine Hits $9.8B Asset Mark; Rocket Lab to Acquire Iridium

A wave of strategic consolidations and capital raises defines the day's corporate activity across finance, space, and healthcare.
Earnings Digest · June 29, 2026

Copart revenue growth accelerates after two quarters of declines

The online vehicle-auction operator posted $1.2 billion in quarterly revenue, its highest growth rate in a year.
Earnings · June 29, 2026

TopBuild Posts Revenue Growth as Margins Narrow

The building-products distributor’s first-quarter sales rose 17.2% year over year to $1.45 billion.
Earnings · June 29, 2026

QXO Completes $17 Billion Acquisition of TopBuild

The deal unites North America’s largest insulation installer with QXO’s roofing and lumber distribution network, creating a $18 billion building-products giant.
Deals · June 29, 2026

QXO to Close $17 Billion All-Stock Acquisition of TopBuild

Shareholders of both companies overwhelmingly approved the deal, which will create the second-largest publicly traded building products distributor in North America.
Deals · June 29, 2026

Retailers split on store fleet overhauls

US chains are pruning underperforming locations while testing brand conversions to lift productivity.
Filing Trends · June 26, 2026

Liberty Latin America Insiders Commit $31.6 Million

A surge of open-market buying at Liberty Latin America leads a week of concentrated insider conviction across six issuers.
Insider Signal · June 26, 2026

BlackRock-Led Consortium to Buy AES in $33.4 Billion All-Cash Deal

The transaction, offering a 40% premium, positions the energy company for accelerated growth as a private entity with enhanced capital flexibility.
Deals · June 26, 2026

Homeowners Lock In Rates and Reinvest in Houses

Smaller companies are finding growth in home remodeling and long-term defense contracts as consumers avoid moving and the government secures nuclear platforms.
Small-Cap Signal · June 25, 2026

Regional Banks Find Margin Relief as Deposit Costs Dip

Smaller lenders are seeing net interest margins expand as the cost of funding eases and loan portfolios shift toward higher-yield products.
Financials Signal · June 25, 2026

Insulet raises annual outlook as international sales accelerate

The medical device maker reported first-quarter revenue of $761.7 million, a 33.9% increase from a year earlier.
Earnings · June 25, 2026

Darden's LongHorn Drives 23% Profit Jump as Olive Garden Cools

The restaurant group posted $3.66 in adjusted earnings per share, a 22.8% year-over-year increase that capped a fiscal year of accelerating profit growth.
Earnings · June 25, 2026

BlackBerry Hits Cash Flow Milestone; M&A Hits Life Sciences, AI

BlackBerry returns to positive operating cash flow as onsemi and Merck KGaA announce multi-billion dollar acquisitions.
Earnings Digest · June 25, 2026

Clearwater Analytics goes private in $8.4 billion deal

Stockholders received $24.55 a share, a 47% premium over the November 2025 undisturbed price.
Earnings · June 25, 2026

Acuity lifts profit margins as sales growth slows

The lighting and building-controls supplier reported a 420-basis-point expansion in operating profit margin to 16.1%.
Earnings · June 25, 2026

Merck KGaA to Buy Bio-Techne in $11.3 Billion All-Cash Deal

The acquisition would unite two life-sciences leaders to support customers across discovery, development, and commercial manufacturing workflows.
Deals · June 25, 2026

Permira-Led Group Completes $8.4 Billion Take-Private of Clearwater Analytics

The all-cash deal at $24.55 a share positions the investment-management platform to accelerate its AI roadmap away from public-market scrutiny.
Deals · June 25, 2026

Ionis Lifts Sales Outlook After FDA Broadens TRYNGOLZA Label

The biotech raised its 2026 revenue forecast by $75 million after total revenue nearly doubled year-over-year to $246 million in the first quarter.
Earnings · June 24, 2026

Texas Pacific Land Posts Record Revenue on Oil Royalties, Data-Center Land Sale

The land and royalty company reported $236.8 million in quarterly revenue, a 21% year-over-year increase driven by higher oil prices and a new data-center land transaction.
Earnings · June 23, 2026

F5 Growth Slows as Cyber Costs Weigh on Margins

The application-security provider raised its full-year revenue outlook despite a sharp deceleration in systems sales.
Earnings · June 23, 2026

Texas Pacific Land to Sell Reeves County Assets for Data-Center Power Hub

The landowner will supply land and brackish water for Chevron’s giga-watt power plant in exchange for cash and exclusive water-sourcing rights.
Deals · June 23, 2026

FirstCash to Buy Ramsdens in $273 Million All-Cash Deal

The acquisition deepens FirstCash's U.K. footprint just months after it completed its takeover of H&T, consolidating the pawnbroker's position as the largest publicly traded pawn platform across the Americas and Britain.
Deals · June 23, 2026

OBBBA tax law reshapes R&D cash flows

Five US companies report mixed impacts from the July 2025 tax overhaul, with R&D expensing rules driving near-term cash benefits.
Filing Trends · June 22, 2026

Investment Spending Emerges as the Week's Common Thread

Across 22 companies spanning 10 industries, the loudest signal this week was capital commitment: data centers, infrastructure, storage acquisitions, and balance-sheet discipline all pointed toward continued investment.
Economy Survey · June 22, 2026

Bitmine Hits $10.7B Treasury; Booz Allen Expands Defense Tech

A wave of corporate restructuring and capital raises defines the day's activity across financial and healthcare sectors.
Earnings Digest · June 22, 2026