TELUS said on July 31 it will cut its quarterly dividend to $0.1875 per share from $0.4184, lowering the annual payout to $0.75. The company expects the change to save about $2.7 billion through 2028 for debt reduction and will replace its prior dividend-growth approach with a payout target of 45% to 60% of trailing free cash flow. TELUS shares have recently traded around $13.25, about 42% below the $23.18 52-week high, implying a 5.6% dividend yield on the reset payout. Second-quarter free cash flow rose 2% year over year to $545 million.

Kinaxis reported second-quarter results with total revenue of US$158.8 million, up 16% year over year, while SaaS revenue rose 20% to US$106.5 million. Usage of scenario-planning activity on its platform continued to climb, with July up 30% from a year earlier. Average deal size nearly doubled from a year ago, annual recurring revenue increased 19% to US$465.6 million, and the company said it is winning large contracts more frequently.

Celestica (TSX: CLS) reported fiscal 2026 first-quarter revenue of $4.1 billion, up 53% year over year, while adjusted EPS rose 80% to $2.16. The company said growth was driven by its Connectivity & Cloud Solutions (CCS) unit, with communications revenue up 69% and enterprise revenue more than doubling. Celestica lifted its Q2 revenue outlook to $4.15 billion–$4.45 billion, or about 49% year-over-year growth at the midpoint. It also expects faster growth through fiscal 2026 and sees 2027 benefiting from mass production of 1.6T switching platforms and additional program wins.

Canada’s natural gas output hit a record 19 billion cubic feet per day in 2025, and set a monthly high of 20 billion cubic feet per day in November, as LNG exports began. LNG Canada Phase 1 entered production in the summer of 2025, with its first shipment exported to Asian markets in June 2025. The Canada Energy Regulator has said most future incremental gas supply is expected to flow to LNG exports. Tourmaline Oil (TSX:TOU) has lifted its 2026–2027 free cash flow outlook to about $900 million per year while maintaining a quarterly dividend of $0.50 per share, though the company faces exposure to North American gas-price volatility.

Alimentation Couche-Tard (TSX:ATD) has withdrawn its acquisition proposal for Seven & i Holdings and then restarted a share repurchase program for up to 77.1 million shares. In fiscal 2026’s fourth quarter, the company reported adjusted diluted EPS of US$0.73, up 58.7% year over year. It added 130 stores over the full year and had another 34 under construction, supported by demand for essentials such as fuel and convenience purchases amid persistent inflation in Canada.

Slate Grocery REIT (TSX:SRG.UN) said it has formed a special committee of independent trustees and launched a strategic review after receiving an unsolicited, non-public proposal from affiliates of Slate Asset Management. The REIT owns a portfolio of U.S. grocery-anchored shopping centres and ended 2025 with 94.4% occupancy, while renewal leases were signed at rents 14.9% above expiring levels. It said in-place rents remain well below market levels, leaving room for increases as leases roll over, and noted its debt cost is about 5% with property cap rates above its financing costs. The special committee has hired Evercore and other advisors to support its evaluation.

The Federal Reserve raised its 2026 PCE inflation forecast to 3.6% and lifted its projected terminal rate to 3.8%, signalling a more hawkish and cautious policy stance. The shift dampened expectations for interest-rate cuts later this year and sparked a broad selloff in global risk assets. The TSX fell 0.7%, led lower by precious-metals and industrial shares, while gold and silver weakened and oil extended its decline.

Rogers Sugar (TSX:RSI) reported quarterly Adjusted EBITDA of $38.3 million, up 10% year over year, while adjusted EPS rose 15% to $0.14, beating Bay Street expectations. The company held its quarterly dividend at $0.09 per share, implying an annualized yield of 5.2%, as trailing 12-month free cash flow increased to $92.5 million. Its Montreal LEAP expansion, budgeted at $280 million to $300 million, is progressing on time and is slated to enter service in the first half of 2027. The project is expected to add about 100,000 metric tonnes of annual production capacity.

Franco-Nevada（TSX:FNV）2026年第一季度营收达6.507亿美元，同比增长77%；经营现金流5.204亿美元，同比增长80%。增长主要来自金价上涨及Côté Gold等新资产贡献。公司维持全年51–57万盎司黄金当量销售指引，并预计Cobre Panamá流交付将于2026年三季度启动。其无债务、34亿美元可用资本的财务状况支持持续并购扩张。