Corporate earnings outlooks remain positive globally, with major M&A activity across sectors, new SPAC deals, and regulatory actions shaping the business landscape today.
1
Global Corporate Earnings Outlook for FY25–26
Nomura analysts forecast continued global economic expansion in FY25–26, with upward revisions in sectors like financials, telecommunications, and automobiles, driven by solid IT demand and cost savings .
2
SM Energy and Civitas Merger Creates Shale Giant
SM Energy and Civitas merged in a $12.8 billion deal, forming one of the largest independent U.S. oil & gas producers with expanded Permian and DJ Basin assets .
3
CD&R Acquires Sealed Air for $10.3 Billion
Private equity firm Clayton Dubilier & Rice is taking packaging giant Sealed Air private, aiming to accelerate operational turnaround and digital transformation .
4
Eaton Acquires Boyd Corporation for $9.5 Billion
Eaton Corporation acquired Boyd Corporation to strengthen its thermal management and environmental sealing technologies, supporting electrification and energy-efficiency strategies .
5
Aquarian Holdings Acquires Brighthouse Financial
Aquarian Holdings agreed to acquire Brighthouse Financial for $4.1 billion, expanding its financial services portfolio and asset-management strategy .
6
StoreDot Merges with SPAC in $800M Deal
Israeli battery tech firm StoreDot is merging with Andretti Acquisition Corp. II (POLE) in an $800 million SPAC deal, creating XFC Battery on Nasdaq .
7
Boeing Must Divest Spirit Assets for Merger Approval
The FTC requires Boeing to divest key Spirit AeroSystems assets to proceed with its $8.3 billion acquisition, ensuring competition in aircraft markets .
8
Baldwin Group and CAC Group Merge for $1.03 Billion
The merger between Baldwin Group and CAC Group creates a major specialty insurance broker, accelerating growth and specialization .
9
Fujitsu and Scaleway Partner on Sustainable AI
Fujitsu and Scaleway are collaborating to advance European sustainable transformation and data sovereignty using Fujitsu’s MONAKA CPU-based AI inference .
10
GEM Realty Sells Stake in Aligned Data Centers
GEM Realty Capital sold its stake in Aligned Data Centers to a consortium led by AIP, MGX, and BlackRock’s GIP, valuing Aligned at $40 billion .