TSX:IMG
TSX:IMGMetals and Mining

Does IAMGOLD’s (TSX:IMG) Production Surge Reveal a Shift in Margin Priorities?

IAMGOLD Corporation recently reported its second quarter 2025 results, revealing gold production of 173,000 ounces and sales of US$580.9 million, accompanied by new full-year production guidance of 735,000 to 820,000 ounces. While gold output and sales increased from the previous year, net income for the quarter was slightly lower at US$78.7 million, reflecting changing margin dynamics amidst higher production levels. We'll now explore how this combination of stronger gold production but...
TSX:TXG
TSX:TXGMetals and Mining

Torex Gold Resources (TSX:TXG) Is Up 7.0% After Raising Guidance and Posting Strong Q2 Earnings – What’s Changed

Torex Gold Resources Inc. recently reported second-quarter 2025 earnings, posting net income of US$83.2 million and raising its full-year production and cost guidance, with annual output expected at the lower end of 400,000–450,000 gold equivalent ounces and costs at the upper end of the US$1,400–US$1,600 per ounce range. This sharp earnings increase from the prior year highlights Torex’s operational momentum and provides clarity on profitability expectations for the remainder of 2025. We’ll...
TSX:LIF
TSX:LIFMetals and Mining

Is Rising Output but Declining Profitability Changing the Investment Case for Labrador Iron Ore Royalty (TSX:LIF)?

Labrador Iron Ore Royalty Corporation recently announced its unaudited operating and earnings results for the quarter and six months ended June 30, 2025, reporting higher iron ore production but lower revenue and net income compared to the same periods in the previous year. This contrast between increased output and declining earnings highlights the impact of market conditions, such as iron ore pricing or input costs, on profitability. We'll examine how rising production without...
TSX:L
TSX:LConsumer Retailing

Loblaw's Record Rooftop Solar Project Could Be a Game Changer for TSX:L Sustainability Strategy

In late July 2025, Loblaw Companies Limited announced plans to install Canada’s largest rooftop solar system at its East Gwillimbury Distribution Centre in Ontario, a 7.5 MW project spanning approximately 435,000 square feet. This solar installation is expected to supply up to 25% of the centre's electricity needs, generating over 8,500,000 kWh annually and supporting the company’s clean energy goals. This initiative showcases Loblaw’s commitment to integrating renewable energy into its...
TSX:BLX
TSX:BLXRenewable Energy

Did Leadership Shifts and Mixed Results Just Shift Boralex's (TSX:BLX) Investment Narrative?

Boralex Inc. recently announced key leadership changes, including the past appointment of André Courville as Chair of the Board and the transition of CFO Bruno Guilmette, alongside the release of its second quarter results showing increased power production but a decline in net income compared to the prior year. These updates mark a pivotal shift as the company enters a new strategic cycle, coinciding with ongoing implementation of its 2030 Strategy and adjustments to financial structure and...
TSX:OR
TSX:ORMetals and Mining

Why OR Royalties (TSX:OR) Is Up 9.6% After Swinging to Profit and Raising Dividend

OR Royalties Inc. recently announced second quarter 2025 earnings, reporting sales of US$60.36 million and net income of US$32.36 million, reversing the net loss of US$15.42 million in the same period last year. Alongside these improved financial results, the company’s board approved a third quarter dividend of US$0.055 per common share, reaffirming OR Royalties’ continued commitment to shareholder returns. We’ll now examine how the company’s shift to profitability and ongoing dividend...
TSXV:LMN
TSXV:LMNSoftware

Is Lumine Group’s (TSXV:LMN) Return to Profitability Shaping a New Investment Narrative?

Lumine Group Inc. recently reported its second quarter 2025 earnings, highlighting a rise in revenue to US$183.96 million and a shift from a net loss to a net income of US$23.55 million compared to the same quarter last year. The company's transition from a significant loss to profitability underscores substantial improvements in operational efficiency and financial strength within a single year. We’ll explore how Lumine Group’s move to positive net income frames its evolving investment...
TSX:NWC
TSX:NWCConsumer Retailing

Will Gregg Saretsky’s Board Appointment Shape North West’s (TSX:NWC) Strategic Vision?

The North West Company Inc. recently announced the appointment of Gregg Saretsky, an experienced executive with a distinguished track record in the global aviation industry, to its board of directors effective August 1, 2025. Saretsky’s leadership on the boards of major airlines and his industry expertise bring a fresh perspective to North West’s governance and potential future growth strategies. We’ll explore how Saretsky’s aviation and operational background could influence North West’s...
TSX:CEU
TSX:CEUEnergy Services

How Investors Are Reacting To CES Energy Solutions (TSX:CEU) Quarterly Sales Growth and Dividend Consistency

On August 7, 2025, CES Energy Solutions Corp. announced its second quarter and half-year 2025 financial results, reporting an increase in quarterly sales to CA$573.99 million and net income of CA$51.83 million, along with an affirmed quarterly dividend of CA$0.0425 per share. The company's ability to grow sales and net income year-over-year in the quarter, while maintaining its dividend payout, highlights ongoing operational consistency amid industry challenges. We'll now examine how CES's...
TSX:BDGI
TSX:BDGIConstruction

Did Strong Earnings and Capital Returns Just Shift Badger's (TSX:BDGI) Investment Narrative?

Badger Infrastructure Solutions reported strong second quarter results, with sales reaching US$208.21 million and net income climbing to US$18.5 million, alongside the affirmation of a CAD0.1875 per share quarterly dividend and a buyback update as of July 30, 2025. The company’s combination of rising earnings, steady dividends, and ongoing share repurchases highlights its focus on delivering shareholder value through both financial performance and capital returns. With robust earnings growth...
TSX:NTR
TSX:NTRChemicals

Earnings Surge and Potash Guidance Boost Could Be a Game Changer for Nutrien (TSX:NTR)

On August 6, 2025, Nutrien Ltd. reported its second-quarter 2025 earnings, highlighted by a rise in net income to US$1.22 billion and an upward revision to annual potash sales guidance; the company also announced a quarterly dividend of US$0.545 per share payable in October and updated on its share buyback progress. This combination of stronger-than-expected financial results and ongoing capital returns stands out as a positive signal of operational strength and shareholder focus. With...
TSX:TFPM
TSX:TFPMMetals and Mining

Triple Flag Precious Metals (TSX:TFPM) Is Up 16.7% After Return to Profitability and Dividend Announcement – What's Changed

Triple Flag Precious Metals Corp. reported a significant turnaround in its second quarter 2025 results, moving from a net loss to a net income of US$55.74 million on sales of US$94.09 million, and announced a quarterly cash dividend of US$0.0575 per share to be paid in September 2025. This combination of robust earnings and a dividend highlights the company’s strengthened financial position and its ongoing commitment to returning value to shareholders. We’ll examine how this earnings rebound...
TSX:IAG
TSX:IAGInsurance

iA Financial (TSX:IAG) Is Up 5.9% After Strong Q2 Earnings and Higher Dividend—Has the Bull Case Changed?

iA Financial reported strong earnings for the second quarter ended June 30, 2025, with net income rising to C$327 million and a quarterly dividend increase to C$0.99 per share, while also completing significant share buybacks totalling C$172.47 million since November 2024. The company's continued growth in both earnings and shareholder returns highlights management's commitment to rewarding investors and maintaining long-term financial strength. Let’s look at how iA Financial’s higher...
TSX:GSY
TSX:GSYConsumer Finance

Why goeasy (TSX:GSY) Is Up 13.9% After Strong Q2 Profitability and Higher Dividend Announcement

goeasy Ltd. recently reported its second quarter 2025 results, posting revenue of CA$418.31 million and net income of CA$86.54 million, both higher compared to the previous year, and affirmed a quarterly dividend of CA$1.46 per share payable in October. Net income and earnings per share saw material year-over-year growth, highlighting stronger profitability despite a decrease in reported sales, which may point to higher efficiency or a shift in business mix. With earnings per share rising...
TSX:EDR
TSX:EDRMetals and Mining

Could Terronera's Ramp-Up Shape Endeavour Silver's Long-Term Production Story (TSX:EDR)?

Endeavour Silver recently announced that in July, its Terronera mine in Mexico processed 57,080 tonnes, averaging 1,841 tonnes per day as the operation continues ramp-up following commissioning, with milling rates now between 1,900 and 2,000 tonnes per day and optimization of recoveries underway. An important development is the transition from processing lower-grade to higher-grade material, which is anticipated to further improve silver and gold recoveries as Terronera progresses toward...
TSX:FNV
TSX:FNVMetals and Mining

Franco-Nevada (TSX:FNV) Is Up 8.7% After Record Quarterly Earnings and Strong Profit Growth Reports

Franco-Nevada Corporation recently reported its second quarter and first half 2025 results, revealing sales of US$365.9 million and net income of US$247.1 million for the quarter, both much higher than the previous year. The company’s sharp increase in earnings per share highlights improved operational efficiency and strong profitability compared to the same period last year. We will explore how these record quarterly earnings reinforce Franco-Nevada’s investment narrative and future growth...
TSX:ACO.X
TSX:ACO.XIntegrated Utilities

How ATCO's Consecutive Earnings Growth Will Impact ATCO (TSX:ACO.X) Investors

ATCO Ltd. announced its second quarter 2025 earnings, posting sales of CA$1,158 million and net income of CA$64 million, both up from the prior year. This marks the second consecutive period of year-over-year growth for earnings and sales, highlighting the company’s performance improvement across its operations. We’ll assess how ATCO’s continued earnings momentum may influence its long-term investment outlook. Rare earth metals are an input to most high-tech devices, military and defence...
TSX:SIS
TSX:SISMachinery

Savaria (TSX:SIS) Is Up 7.5% After Posting Higher Q2 Sales and Profitability – Has the Bull Case Changed?

Earlier this month, Savaria Corporation reported its second quarter and six-month earnings for the period ended June 30, 2025, revealing sales growth to CA$226.75 million and CA$446.98 million, and net income increases to CA$16.32 million and CA$28.8 million, respectively, compared to the same periods last year. The company’s earnings update showed both higher revenue and profitability, with basic earnings per share from continuing operations rising year-over-year for both the quarter and...
TSX:EFR
TSX:EFROil and Gas

Can Energy Fuels’ New Leadership and Updated Uranium Outlook Shift the Narrative for TSX:EFR?

Energy Fuels Inc. recently released second-quarter and half-year 2025 earnings, reporting a steep drop in sales to US$4.21 million and a significant increase in net loss to US$21.81 million for the quarter, alongside updated 2025 uranium production guidance and the appointment of Ross R. Bhappu as President under a planned succession strategy. The notable transition in leadership and revised output targets come as the company faces higher operating losses, prompting renewed discussion about...
TSX:PET
TSX:PETSpecialty Retail

Pet Valu Holdings (TSX:PET) Is Up 9.6% After Raised Guidance and CEO Succession Plan – What's Changed

Pet Valu Holdings recently announced strong second quarter earnings, raised its full-year guidance with projected revenue of CA$1.18–1.21 billion, and unveiled a key leadership succession as current President and COO Greg Ramier is set to become CEO in September 2025. Alongside these developments, the company continued to return capital to shareholders through share buybacks and maintained its quarterly dividend, reflecting ongoing confidence in its business model and cash generation. With...
TSX:ARX
TSX:ARXOil and Gas

Did ARC’s Upward Production Guidance After Kakwa Acquisition Just Shift ARC Resources’ (TSX:ARX) Investment Narrative?

ARC Resources reported strong second-quarter and first-half 2025 results, with revenue rising to CA$1.56 billion and net income reaching CA$396.1 million, driven by higher production and the successful integration of the Kakwa acquisition. An important development is ARC's revised full-year 2025 production guidance, now forecasting greater output and reflecting restored volumes from Sunrise and new contributions from Attachie, following a period of curtailments and asset integration. We'll...