Not every announced spinoff reaches the finish line as a clean distribution. Some get paused or cancelled. Some get sold. Some turn into an IPO, a private-equity investment, and a much longer wait. This week’s roundup is about those almost-spinoffs: deals that are still worth watching, even if the original plan has changed. Kraft Heinz Puts The Breakup… Read More »
The FedEx Freight spinoff did not produce a cheap orphan stock. It produced something more interesting: a standalone LTL(less-than-truckload) carrier that already trades at a serious valuation, and a parent company that is now easier to analyze and looks cheap. Investors looking at FedEx Freight Holding Company, which now trades on the New York Stock Exchange under the… Read More »
Middleby has spent years looking like a company that made more sense in pieces. Commercial kitchen equipment was one piece. Food Processing was another. Residential Kitchen was another still. They kind of looked similar, but, are, in fact, very different businesses. It’s not really surprising than that Middleby has chosen to split them up. Middleby has already moved… Read More »
S&P Global’s Mobility Global spinoff is now set and in the final stretch before execution. The distribution date is July 1, 2026. That is when S&P Global expects to complete the distribution of Mobility Global shares to shareholders. Holders of S&P Global common stock as of the June 15, 2026 record date are expected to receive one share… Read More »
AnaptysBio(ANAB) completed the spinoff of First Tracks Biotherapeutics (TRAX) on April 20. We wrote about the planned separation back in October, when the announcement sent AnaptysBio shares up more than 30%. Then the spinoff happened, First Tracks started trading, and we haven’t gotten around to discussing it now. Hopefully, we will have a lot of late posts coming… Read More »
When I saw the headline, I had an immediate question: Flex? Then I read the press release and it dawned on me. Was this the company formerly known as Flextronics? Ten seconds of googling confirmed the hunch, though I was surprised to find that the name change happened back in 2015. I think I had hair back then,… Read More »
DuPont’s Qnity Electronics (NYSE: Q) has now been public long enough to stop blaming “spin-off dynamics” for every tick in the stock — and just in time, because the company just delivered a quarter that actually earned the attention. To rewind: DuPont completed the separation of its Qnity Electronics business on November 1, 2025, with DuPont(DD) shareholders receiving… Read More »
Avidity Biosciences – the San Diego rare disease biotech being acquired by Novartis for $12 billion – is spinning off its early-stage cardiology unit into a new company called Atrium Therapeutics. In a move that gives Avidity’s shareholders a parting gift as they surrender the rest of the company to Novartis, Avidity’s board designated February 12, 2026 as… Read More »
Almost two years ago, Unilever(UL) announced its plans to spin off its ice cream business to shareholders. Now, after an additional delay due to the American government shutdown, The Magnum Ice Cream Company spinoff, or demerger as the Europeans call it, is finally complete. The Magnum Ice Cream Company demerger became effective at 6PM on Saturday, December 6,… Read More »
Well, that didn’t take long. Back in August, we covered the spinoff that wasn’t: Topgolf Callaway Brands (MODG) had delayed plans to spin off its namesake golf entertainment business, and with the CEO stepping down, it didn’t take a PGA Tour psychic to predict that the spinoff might not make it to the first tee. Now it’s official:… Read More »
CSL’s Seqirus Spinoff Put on Ice Just last week, we finally got around to covering CSL’s (CSLLY) planned spinoff of its vaccine business, Seqirus — an ambitious move intended to unlock value for CSL shareholders. Now? Never mind. In a classic case of “right idea, wrong timing,” CSL has indefinitely postponed the spinoff due to “market volatility,”… Read More »
If you were optimizing a company to spin out right now it might look a lot like Solstice Advanced Materials. Honeywell(HON) completed its spinoff of Solstice(SOLS) this morning and now shifts its focus to the upcoming spinoff of its aerospace division. Honeywell shareholders as of the record date of October 17, 2025 received one share of Solstice stock… Read More »
It’s a big week for big spinoffs, with two new spinoffs immediately joining the S&P 500. Honeywell(HON) will complete its spinoff of Solstice Advanced Materials(SOLS) first with the Solstice spinoff joining the S&P 500 tomorrow, October 30,2025. Solstice stock will replace CarMax(KMX) in the index on October 31. CarMax will move into the S&P SmallCap 600, replacing USANA… Read More »
The Beach Boys, inexplicably wanted to catch a glimpse of Port au Prince. Or perhaps they wanted to catch a glimpse in Port au Prince? Either way, it’s probably the only pop song to name check the Haitian capital. The Glimpse Group(VRAR), a nanocap with a market cap of just $32 million, wants more investors to “catch a… Read More »
Another week, more spinoff news: Solstice Spinoff and Qnity Spinoff On Deck Big week for spinoffs this week as DuPont completes its Qnity spinoff, and Honeywell completes its Solstice spinoff. These are two large companies who are spinoff veterans. These widely held stocks should see lots of volume for both the parents and the spinoffs Grupo Herdez Nutrisa… Read More »