Couche-Tard, Raytheon, SAP, CN and Lilly Lead Week's Deal and Contract News

PR Newswire··CAUSDE·Read original
3▲4 ▼0Impact / 5
Summary · why it matters

Alimentation Couche-Tard agreed to acquire certain Irving Oil retail assets in Quebec and Ontario, including 50 retail sites already operated by Couche-Tard under the Quebec Alliance, two additional retail sites in Pembroke and Cornwall, Ontario, and fuel supply arrangements covering 71 Couche-Tard owned and operated retail sites in Quebec, plus 18 cardlock sites split between 16 in Quebec and two in Ontario. RTX's Raytheon business secured a five-year contract, with two additional option years, valued up to $6.3 billion for production and sustainment of Standard Missile-3 Block IB interceptors. SAP SE agreed to acquire TechWolf, an AI work intelligence platform provider, in a deal expected to close in the fourth quarter of 2026 with terms not disclosed. Canadian National Railway set a new quarterly record for grain movement, hauling 7.94 million metric tonnes of grain from Western Canada in its third quarter, surpassing the previous record of 7.48 million metric tonnes set in 2020. Eli Lilly and Company said the FDA approved an additional indication for Jaypirca, allowing its use as a first-line treatment for adult patients with previously untreated chronic lymphocytic leukemia or small lymphocytic lymphoma without a known 17p deletion.

Impact on assets 4

Industrials▲
Biotech & Genomic Medicine▲
Eli Lilly and Company
LLY
▲ PositiveRegulationrelevance

FDA approved an additional indication for Jaypirca as first-line treatment for untreated CLL/SLL.

Defense & Geopolitical Fragmentation▲
RTX Corporation
RTX
▲ PositiveDemandrelevance

Raytheon secured a five-year contract worth up to $6.3 billion for Standard Missile-3 Block IB interceptors.

Cloud & Digital Infrastructure▲
SAP SE
SAP
▲ PositiveCapitalrelevance

SAP agreed to acquire AI work intelligence platform provider TechWolf.

Off-coverage companies 2

Alimentation Couche-Tard Inci
Private▲ PositiveCapitalrelevance

Couche-Tard agreed to acquire certain Irving Oil retail assets in Quebec and Ontario.

Irving Oili
Private± Mixedrelevance