Spinoff Tracker
27 upcoming separations over the next 12–18 months. Sort and filter to find ideas.
Current as of the August 31, 2026 report. Status and grades update monthly; a separation completing between reports is still listed here until the next one.
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 |
|---|---|---|---|---|---|
| Vylor (Seed) / New Corteva In-depth | Corteva (CTVA) | Agricultural Inputs | A- · 3.80 | Oct 1, 2026 | $9.9B |
| Trinzic | KBR (KBR) | Defense / Tech | B+ · 3.40 | Jan 4, 2027 | $5.8B |
| NBCUniversal | Comcast (CMCSA) | Media & Entertainment | B+ · 3.40 | ~Mid-2027 | ~$40B+ |
| North American Barrick | Barrick Mining (B) | Gold Mining | B+ · 3.25 | Late 2026 | ~$5.2B |
| Performance Technologies (RMT) | Modine / Gentherm (MOD) | Thermal Management | B+ · 3.20 | By YE 2026 | $2.6B |
| Global Coffee Co. | Keurig Dr Pepper (KDP) | Coffee / Beverage | B · 2.95 | Early 2027 | ~$16B |
| NY Rangers | MSG Sports (MSGS) | Sports / Entertainment | B · 2.60 | End Oct 2026 | — |
| Eaton Mobility Group + Dana | Eaton (ETN) | Auto Components | B | Q1 2027 | ~$11B combined |
| 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 | Q1 2027 | ~$8.5B |
| Unilever Foods (McCormick RMT) | Unilever (UL) | Food / Spices | B | Mid-2027 | ~$45B deal |
| DePuy Synthes | Johnson & Johnson (JNJ) | Orthopedics | B | H2 2027 | $9.3B |
| Lubricants & Specialties | HF Sinclair (DINO) | Lubricants & Specialties | B | ~H2 2027 | ~$2.3B |
| Missile Solutions (MSL) | L3Harris (LHX) | Defense / Missiles | B- | Mid-2027 | ~$3.6-3.8B |
| Textron Industrial (Kautex + TSV) | Textron (TXT) | Industrial / Mobility | B- | Q2-Q3 2027 | >$3B |
| Immune Medicine | Adaptive Biotechnologies (ADPT) | Biotech | B- | YE 2026 path | — |
| Health Information Systems | Solventum (SOLV) | Health IT | B- | ~H2 2027 | ~$1.36B |
| Home & Personal Care | Spectrum Brands (SPB) | Consumer Products | C+ | Indefinite | — |
| BrazilCo / New NFE | New Fortress Energy (NFE) | LNG / Power | C | Slipping | — |
| Cortigent | Vivani Medical (VANI) | — | TBD | — | |
| Walhalla Gold | Great Pacific Gold (GPGCF) | — | TBD | — | |
| Sony Finance Unit | Sony (SONY) | — | TBD | — | |
| BioKey (Cayman) | ABVC BioPharma (ABVC) | Biotech | ~August 3, 2026 | — | |
| Data Center Co. (DCTR) | Jet.AI (JTAI) | Data Centers | TBD | — | |
| Logistics Division | Click Holdings (CLIK) | Logistics | TBD | — |