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Viewpoints
TECHNOLOGY
Vertiv to Acquire King Environmental Services Ltd., Expanding Thermal Services Footprint
2026-09-24
CONSUMER STAPLES
CAMPBELL'S Co – 2026 Marked by Challenges and Strategic Initiatives
2026-09-24
HEALTH CARE
Charles River Labs Outlines Plan for Growth and Margin Expansion
2026-09-24
UNITED STATES
SNX
TECHNOLOGY
INFORMATION TECHNOLOGY
TD Synnex Corp Posts Record Revenue and Earnings
TD Synnex posted record fiscal third-quarter results, with revenue climbing to $21.56 billion from $15.65 billion a year earlier, a gain of 37.7%. Gross profit rose 26.2% to $1.43 billion, while gross margin narrowed to 6.61% from 7.22%. Operating income jumped 67.6% to $643 million, and operating margin improved to 2.98% from 2.45%, a 53-basis-point increase. On a non-GAAP basis, operating income increased 55.1% to $736 million and operating margin rose to 3.42% from 3.03%. Net income...
Thursday, September 24
Market Inference Newsletter
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TOP STORIES
Cullinan Therapeutics Set to Unveil Three Pipeline Updates in Q4 2026
Cullinan Therapeutics said it will deliver three pipeline updates in the fourth quarter of 2026, with the most immediate readout coming in...
Darden Restaurants Q1 Sales Rise 5.1%
Darden Restaurants reported first-quarter fiscal 2027 sales of $3.2 billion, up 5.1% from $3.04 billion a year earlier. Same-restaurant sales rose...
Millrose Properties Declares $0.79 Dividend
Millrose Properties declared a quarterly cash dividend of about $131.2 million, equal to $0.79 per share of Class A and Class B common stock. The...
Clarivate's Tender Offer Draws $665 Million
Clarivate said its cash tender offer for a portion of its 3.875% senior secured notes due 2028 drew $665.198 million of notes, but the company...
Market Trends
FINANCE
DIVERSIFIED FINANCIAL
UNITED STATES
TransUnion CFO to Step Down After 29 Years
TransUnion said Chief Financial Officer Todd Cello will step down on Dec. 31, 2026, after 29 years with the company, including nine years as CFO....
Thursday, September 24
Ligand Pharmaceuticals Invests $47M in Avencell Therapeutics
LGND
H.B. Fuller Q3 2026 – Revenue Up 5.2%
FURNISHINGS
NEWS CORP (NWSA) Spends $493.68M on Buyback Program
NWSA
Bio-Techne Shareholders Approve Merck KGaA Acquisition
HEALTH CARE
Five Below Appoints Former Ulta CFO to Board
DEPARTMENT STORE
General Mills Inc Focuses on Cost Savings and Growth
GIS
MeiraGTx appoints healthcare investor Alan M. Sebulsky to board
BIOTECHNOLOGY
UNITED STATES
COMMERCIAL SERVICES
PAYX
Paychex Fiscal 2027 – Revenue Up, Margins Strong, Earnings Soar
Paychex started fiscal 2027 with higher revenue, stronger margins, and double-digit earnings...
Wednesday, September 23
Apogee Enterprises Acquires SIA Groglass for $71.8 Million
CONSUMER DISCRETIONARY
OpenText Launches Senior Secured Notes Offering
CANADA
Aurora Innovation Expands Driverless Fleet and Customer Base
TECHNOLOGY
Ondas Inc. Acquires Three Defense Technology Businesses
UNITED STATES
Astrana Health Expands to 18 Markets, 1.5M Members
ASTH
Corcept Therapeutics President of Endocrinology Division to Retire
CORT
Millrose Properties Prices $1.0 Billion Senior Notes Offering
UNITED STATES
Popular
McDonald's unveils ambitious 2030 growth plan
Royal Caribbean Group Buys 50% Stake in Sandals and Beaches Resorts for $3 Billion
Cracker Barrel Q4 Revenue Falls 2.2%
NEWS CORP Repurchases $491M
Houlihan Lokey Appoints Prabha Sipi Bhandari as Chief Legal Officer
Curtiss-Wright Appoints Kevin Rayment as CEO
Celldex's Phase 3 Studies Show Promising Results
Preminium Access
In Focus
Tuesday, September 22
Willis Lease Finance Corp Secures $35M Investment from Development Bank of Japan
Tuesday, September 22
Thor Industries Q4 Profit Plunges 67.5%
Tuesday, September 22
Artemis Gold to Acquire Vista Gold for US$427 Million
Tuesday, September 22
Ligand Pharmaceuticals buys royalty interest in Santen's Ryjunea
Tuesday, September 22
AutoZone (AZO) Reports Strong Q4 Results - Sales Up 5.6%
Tuesday, September 22
NEWS CORP (NWSA) Repurchases $488.5M in Shares
Tuesday, September 22
Woodward to Move Military Production to South Carolina, Santa Clarita Facility to Close
Tuesday, September 22
ServisFirst Bancshares $0.19 Quarterly Dividend Declared