Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Consumer Defense M&A Deals 2025 / 2026: Key Acquisitions

Major consumer defense M&A deals in 2026 include Celsius Holdings' $2.06B Alani Nu acquisition and Bunge Global's $10.6B Viterra purchase.

Explore Cummins Inc. (CMI) competitors including Caterpillar, PACCAR, Deere, Ford, and GM, with a focus on power systems and engines in 2026.

Duke Energy (DUK) faces competition from NextEra, AEP, and others. See how DUK's electric and gas utilities compare in 2026.

Discover 2025 and 2026's major energy M&A deals, including SM Energy, ConocoPhillips, and Chevron. See deal values, tickers, and trends.

FedEx faces strong competition from UPS, GXO, and Amazon. Explore how FDX compares to major logistics peers in 2026.

Discover 2025 and 2026's major financial services M&A deals, including Arthur J. Gallagher, PNC, and Visa, with deal values and strategic insights.

Fortinet faces strong competition from Palo Alto Networks, Cisco, and CrowdStrike. See how FTNT compares by market cap and product strategy in 2026.

Explore how General Dynamics (GD) compares to Lockheed Martin, Northrop Grumman, and SAIC in aerospace and defense for 2026.

Explore 2025 and 2026's major healthcare M&A deals, including Gilead's Arcellx acquisition and Biogen's Apellis buyout, with prices and dates.