Skyworks bought Qorvo. Why does the first forecast point lower?
Skyworks' first combined forecast implies growth at its legacy business and a decline at Qorvo after adjusting an extra week. Our comparison traces the split and savings timetable.
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Mergers & Acquisitions
Acquisitions, business sales, merger approvals and the financial consequences of company deals.
The land bill behind Ovintiv's $680 million of free cash flow
Ovintiv generated strong cash flow, but land buying and shareholder payouts drew down cash. Our comparison examines the funding room before the Logan deal.
Regal Rexnord's portfolio review already has a business marked for sale
Regal Rexnord has begun a portfolio review, with an AMS sale plan already in its accounts. Our comparison tracks the divergent segment results and higher EPS forecast.
The bigger bill behind CVR's $4.2 billion refinery deal
CVR Energy plans to buy two Marathon refineries. Our document comparison traces the inventory bill, financing and modeled share count behind the $4.2 billion base price.
Alamo buys another truck maker as industrial sales slip
Alamo bought Econ after a quarter of falling industrial sales. Our comparison shows how vegetation equipment cushioned the profit decline, and where the pressure remains.
Lattice's sales more than doubled. How much came from the AMI deal?
Lattice’s sales rose 118% after buying AMI. Our comparison shows the original chip business also beat its forecast, with new debt and large profit adjustments to track.
Kimberly-Clark's Kenvue deal is done. Integration will take $3.9 billion in cash.
Kimberly-Clark has completed the Kenvue acquisition. Its integration plan combines $2.5 billion in cash charges with $1.4 billion of capital spending.
Lazard's new business comes with 9.7 million more shares
Lazard has completed the Campbell Lutyens purchase with 9.65 million new shares. Its latest results show a profit squeeze despite higher revenue.
Tripadvisor sells TheFork. Its remaining business was already shrinking.
Tripadvisor has completed its $700 million TheFork sale. Comparable results already excluded the restaurant platform and showed weaker revenue and profit.
Supernus's $1 billion merger payout comes with a new debt bill
The completed Supernus-Indivior merger funds a special payout with new borrowing. Earlier filings show the old Supernus bank line had nothing outstanding.
Mergers & Acquisitions · ACLS · VECO
Axcelis and Veeco's merger delay brings back an old hurdle
Axcelis and Veeco now expect their merger to close in early 2027. A comparison with their August outlook shows how the delay adds a renewed U.S. review.
Enerpac's cash nearly matched its debt. Then came SFE.
Enerpac completed its $472 million SFE acquisition after ending August with only $7.6 million of net debt. The deal changes its borrowing and growth outlook.
Mergers & Acquisitions · CART · DASH
Instacart's $17 billion DoorDash deal comes with a long wait
Instacart agreed to a roughly $17 billion sale to DoorDash. Payment choices, a long approval timetable and stronger quarterly results shape the deal.
Why LCI rejected a $101 cash proposal for its Patrick merger
LCI rejected Monomoy’s $101 cash proposal and backed its Patrick merger. The board’s valuation case relies on future cash flows and expected cost savings.