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Hess Midstream has announced a new share repurchase program with JPMorgan Chase Bank, authorizing up to US$70 million in Class A share buybacks and initiating the cancellation of 1,136,627 shares, funded through the company’s existing credit facility. This development follows a rise in quarterly earnings, an increased dividend, and successful prior buybacks, highlighting continued strong cash flows and the company’s commitment to returning value to shareholders. We’ll assess how this...

Wall Street is anticipating that Stantec will report higher year-over-year earnings and revenues for the quarter ended June 2025, with the results expected to be released on August 13. Recent analyst revisions have indicated increased optimism for Stantec’s earnings prospects, with stronger expectations for a potential earnings beat compared to previous forecasts. With analysts raising earnings estimates, we’ll explore how this rising optimism could affect Stantec’s outlook and investment...

Earlier this week, Chord Energy Corporation reported its second quarter 2025 results, revealing revenue of US$1.18 billion, a quarterly net loss of US$389.91 million, and updated production guidance for the remainder of the year. Despite missing consensus earnings and revenue estimates, the company highlighted robust operational performance, raised full-year oil production guidance, and returned significant capital to shareholders through dividends and share buybacks following its Enerplus...

Earlier this month, DXP Enterprises reported record second quarter 2025 results with US$498.68 million in sales, up from US$445.56 million a year earlier, and management announced plans to close at least three to four more acquisitions in the remainder of the year. An interesting insight is that DXP Enterprises bolstered its acquisition capacity by increasing its asset-based lending facility by US$50 million, bringing total liquidity to US$219 million including over US$112 million in...

Fidelity National Financial, Inc. announced its Board of Directors has declared a quarterly cash dividend of US$0.50 per share, payable on September 30, 2025, to stockholders of record as of September 16, 2025. The company's recent performance included robust growth in adjusted pretax earnings in its core Title segment and a strong increase in commercial volumes, underscoring operational momentum and ongoing capital returns to shareholders. We will now examine how this affirmation of...

United Therapeutics Corporation recently reported its second quarter 2025 earnings, posting improved sales of US$798.6 million and net income of US$309.5 million, while also announcing a new US$1 billion share repurchase program authorized through March 2026. An additional shelf registration filing for 950,000 shares related to the ESOP underscores ongoing capital management alongside recent moves to return capital to shareholders. We’ll now explore how United Therapeutics’ robust quarterly...

MarketAxess Holdings Inc. recently reported strong second quarter 2025 results, with year-over-year revenue and net income growth and the announcement of enhancements to its dealer-initiated trading protocols, including the launch of Mid-X in US Credit and improvements to the Dealer RFQ protocol. The company also signaled its intent to pursue mergers and acquisitions, highlighting both a robust balance sheet and renewed executive capacity for expansion following leadership changes. We'll...

Zai Lab Limited reported second-quarter 2025 results, showing revenue growth to US$109.98 million and a reduced net loss of US$40.73 million compared to the same period a year earlier, while also reaffirming its full-year revenue guidance of US$560 million to US$590 million. This performance highlights ongoing improvements in both top-line momentum and operating efficiency, as the company reported smaller losses despite increased investments in its pipeline. We'll now consider how Zai Lab's...

Earlier this week, Molina Healthcare released finalized second-quarter financial results that missed analyst expectations due to elevated medical cost pressures, and lowered its full-year adjusted earnings guidance for the second time this year. An investor law firm has initiated an investigation into possible securities fraud or business misconduct involving Molina Healthcare and certain executives, increasing scrutiny on the company’s recent disclosures. Next, we'll explore how the lowered...

Amneal Pharmaceuticals recently reported its second quarter 2025 results, delivering higher sales and significantly increased net income compared to the prior year, while maintaining its net revenue guidance for the full year at US$3.0 billion to US$3.1 billion. An important development is the company’s improvement in operating margins and adjusted earnings per share, reflecting both specialty product growth and successful operational enhancements. Next, we’ll explore how the stronger...

Planet Fitness, Inc. recently announced strong second quarter 2025 results, surpassing expectations with system-wide revenue of US$340.88 million, net income of US$58.02 million, and an 8.2% rise in same club sales, along with 23 new club openings that lifted its global total to 2,762 locations. The company also introduced a streamlined online membership cancellation process and expanded its higher-margin Black Card offering, both of which are contributing to shifts in member engagement and...

Western Alliance Bancorporation announced that its Board had declared quarterly cash dividends on both its 4.250% Fixed Rate Reset Non-Cumulative Perpetual Preferred Stock, Series A, and its common stock, with payments to be made to shareholders of record in August and September 2025. This decision not only maintains ongoing shareholder returns but may also signal that the company's leadership views its financial position as sturdy. Next, we'll explore how the continued dividend payouts...

Sanmina Corporation recently reported strong third-quarter earnings and provided improved guidance for its upcoming fiscal quarter, while also completing a significant tranche of its share buyback program. An additional development includes a new US$3.5 billion credit facility arranged to fund the acquisition of ZT Group Int’l, Inc., establishing a first-priority secured structure over most company assets. We’ll explore how this substantial financing commitment tied to the ZT Group...

Atmus Filtration Technologies announced its second quarter 2025 results on August 8, reporting sales of US$453.5 million and net income of US$59.9 million, both up from the prior year. An important development was the company's decision to raise its full-year 2025 revenue guidance, indicating growing management confidence in ongoing performance improvements. We will examine how the raised full-year revenue guidance could reshape Atmus Filtration Technologies’ investment narrative moving...

Maple Leaf Foods Inc. recently reported its second quarter 2025 results, achieving sales of C$1.36 billion and net income of C$57.78 million, with the board also affirming a quarterly dividend and progress on the spin-off of its Pork Operations. In addition to surpassing earnings and revenue from the prior year, the company raised its full-year adjusted EBITDA outlook and expects mid-single-digit revenue growth for 2025, signaling further confidence in its business momentum. We will explore...

On August 6, 2025, Stella-Jones Inc.’s Board of Directors declared a quarterly dividend of $0.31 per common share, reaffirmed eligible, payable on September 25, 2025, and updated its 2025 sales outlook to $3.5 billion following second quarter results reflecting softer utility pole and railway tie demand. The company’s revised guidance and stable dividend highlight its efforts to maintain profitability and shareholder returns despite ongoing macroeconomic challenges and a key customer’s shift...

On Holding shares declined during the past week as investors await the company's upcoming earnings report, scheduled for August 12, 2025, with analysts predicting higher year-over-year earnings per share and revenue. Despite these optimistic forecasts, recent minor downward estimate revisions and a neutral analyst ranking reveal there is uncertainty around On Holding's near-term business outlook. We'll explore how mixed analyst sentiment ahead of the earnings release could influence the...

Dorman Products reported robust financial results for the second quarter of 2025, with sales rising to US$540.96 million and net income reaching US$58.71 million, alongside a significant increase in diluted earnings per share and a raised full-year 2025 earnings and revenue outlook. The company credited margin expansion and its decision to lift annual guidance to ongoing supply chain diversification, productivity programs, and strong demand in its Light Duty segment, despite ongoing tariff...

BigBear.ai recently announced a collaboration with defense firm DEFCON AI to develop advanced modeling, simulation, and data integration solutions aimed at enhancing force readiness and logistics for global defense operations. This partnership leverages both firms' expertise in artificial intelligence and analytics to bolster joint force management and provide decision-making advantages across complex multi-domain environments. We'll explore how the defense-focused collaboration with DEFCON...

Lantheus Holdings recently announced disappointing second-quarter results, reporting lower year-on-year sales and cutting its fiscal 2025 revenue outlook to US$1.48 billion–US$1.51 billion, down from prior guidance of US$1.55 billion–US$1.59 billion, due to increased competition impacting key product PYLARIFY. Despite ongoing product innovation and a new US$400 million share repurchase program, analysts and investors have focused on near-term revenue and earnings challenges, highlighting...

Generac Holdings Inc. recently reported its second quarter 2025 earnings, showing increased sales to US$1,061.17 million and net income of US$74.02 million, both up from the previous year, while also updating its annual sales growth guidance to a higher and narrower range. An interesting insight is that the company completed a significant share buyback during the quarter, repurchasing over 392,000 shares for US$50 million, reflecting ongoing capital allocation efforts. We'll examine how...

Earlier this month, Teradyne unveiled the Magnum 7H, a next-generation memory tester designed to address the complex testing requirements of high bandwidth memory devices used in generative AI and cloud infrastructure, with shipments already ramping at major HBM manufacturers. This launch marks a significant advancement for Teradyne, positioning the company to meet increasing demand for robust, efficient testing solutions as AI and high-performance computing technologies evolve. We'll...

Bleichmar Fonti & Auld LLP announced that a lawsuit has been filed against Centene Corporation and certain executives for alleged violations of federal securities laws, following the company’s withdrawal of prior financial guidance in response to an independent actuarial report revealing lower enrollment growth and higher morbidity rates in key states. This legal action highlights investor concerns about the accuracy of Centene’s public statements regarding its core business fundamentals in...

Cirrus Logic recently reported first-quarter results for fiscal 2026, posting US$407.27 million in sales and US$60.7 million in net income, both higher than the prior year, and issued revenue guidance of US$510 million to US$570 million for the next quarter. A key insight is that Cirrus Logic's robust earnings were fueled by strong smartphone component demand and growing traction in markets like laptops, professional audio, and automotive, supported by new product launches and ongoing...