Spinoff Tracker
27 upcoming separations over the next 12–18 months. Sort and filter to find ideas.
The In-depth tag marks analyses we've researched and written. Spinoffs without it have an auto-generated profile.
27 of 27 shown
| SpinCo | Parent | Industry | Grade | Expected | Revenue |
|---|---|---|---|---|---|
| Mobility Global In-depth | S&P Global (SPGI) | Automotive Data & Technology | A+ · 4.60 | July 1, 2026 | $1.6B |
| Honeywell Aerospace In-depth | Honeywell (HON) | Aerospace | A · 4.05 | Q3 2026 | $17.4B |
| FedEx Freight | FedEx (FDX) | LTL Freight | A- · 3.80 | June 1, 2026 | $8.9B |
| Vylor (Seed) / New Corteva | Corteva (CTVA) | Agricultural Inputs | A- · 3.80 | Q4 2026 (~Oct 1) | $9.9B |
| Global Coffee Co. | Keurig Dr Pepper (KDP) | Coffee / Beverage | B+ · 3.35 | Year-End 2026 | ~$16B |
| Midera Food Processing | Middleby (MIDD) | Food Equipment | B+ · 3.25 | July 6, 2026 | ~$930M |
| New Enviri | Enviri/Harsco (NVRI) | Industrial Services | B · 2.75 | June 1, 2026 | — |
| ADI Global Distribution | Resideo (REZI) | Distribution | B | Mid-Q3–Q4 2026 | ~$4.8B |
| Teleflex NewCo (Urology/Acute/OEM) | Teleflex (TFX) | Medical Devices | B | Mid-2026 | ~$1.4B |
| Mission Technology Solutions | KBR (KBR) | Defense / Tech | B | Mid-to-Late 2026 | $5.8B |
| Performance Technologies (RMT) | Modine / Gentherm (MOD) | Thermal Management | B | Q4 2026 | $2.6B |
| North American Barrick | Barrick Mining (B) | Gold Mining | B | Late 2026 | ~$5.2B |
| Missile Solutions (Axyv) | L3Harris (LHX) | Defense / Missiles | B | H2 2026 | ~$3.6-3.8B |
| North American Grocery | Kraft Heinz (KHC) | Packaged Food | B | H2 2026 | ~$10.4B |
| Eaton Mobility Group | Eaton (ETN) | Auto Components | B | Q1 2027 | ~11% of Eaton revenue |
| Power & Cloud Infrastructure | Flex (FLEX) | AI Data-Center Infrastructure | B | Q1 2027 | — |
| Global Industrial (Motion) | Genuine Parts (GPC) | Industrial Distribution | B | Q1 2027 | ~$9B |
| Medical-Surgical Solutions | McKesson (MCK) | Healthcare Distribution | B | H2 2027 | $11.4B |
| EMEA Packaging | International Paper (IP) | Packaging | B | Early 2027 | ~$8.5B |
| Unilever Foods (McCormick RMT) | Unilever (UL) | Food / Spices | B | Mid-2027 | $20B+ combined |
| Textron Industrial (Kautex + TSV) | Textron (TXT) | Industrial / Mobility | B- | Mid-2027 | — |
| NY Rangers | MSG Sports (MSGS) | Sports / Entertainment | C+ | TBD | — |
| BrazilCo / New NFE | New Fortress Energy (NFE) | LNG / Power | C | Q3 2026 | — |
| DePuy Synthes | Johnson & Johnson (JNJ) | Orthopedics | Late 2026 / 2027 | $9.3B | |
| Cortigent | Vivani Medical (VANI) | — | TBD | — | |
| Walhalla Gold | Great Pacific Gold (GPGCF) | — | TBD | — | |
| Sony Finance Unit | Sony (SONY) | — | TBD | — |