U.S. Communications Stock News

Graham Holdings Company announced past second quarter 2025 results, reporting revenue of US$1.22 billion and a net income of US$36.75 million, marking a return to profitability from a net loss a year earlier. This turnaround follows a period where the company had experienced a net loss, highlighting improved performance in continuing operations compared to the previous year. We'll examine how Graham Holdings' shift to profitability from a prior-year loss shapes the company's broader...

Earlier this week, CoreCivic, Inc. reported second quarter results showing revenue of US$538.17 million and net income of US$38.54 million, alongside a raised full-year earnings guidance projecting net income between US$116.4 million and US$124.4 million, up from its previous estimate. This upward revision was driven by higher federal and state inmate populations and anticipated increases in service demand resulting from new border security and immigration detention funding. We'll now...

Earlier this month, KB Home announced the grand opening of new residential communities, including Entrada Del Toro at Rancho Sahuarita in Arizona and Glades and Vales at Manzano in Las Vegas, featuring modern, customizable, and energy-efficient designs. An interesting aspect is KB Home's continued emphasis on customer satisfaction and personalized homebuilding, offering buyers unique design choices and setting a high standard with ENERGY STAR® certified homes in desirable commuter-friendly...

In the past week, Host Hotels & Resorts raised its full-year 2025 guidance, projecting total revenues of US$6.05 billion to US$6.11 billion, with higher net income and earnings per share, following solid second quarter results and ongoing share buybacks. The company also emphasized its commitment to sustainability with nearly US$5 billion in sustainable financing and investments in hurricane-resistant infrastructure, aiming to strengthen both its environmental track record and operational...

BrightSpring Health Services, Inc. recently reported second-quarter 2025 earnings, highlighting revenue of US$3.15 billion and net income of US$28.21 million, along with a US$608,000 impairment of long-lived assets. The company also raised its full-year 2025 revenue guidance, while upgrades in analyst sentiment and high options market activity indicate increased investor focus on its evolving fundamentals. We'll explore how BrightSpring's revised full-year outlook and robust earnings...

CSW Industrials recently filed a US$514.83 million shelf registration for an ESOP-related offering and reported first quarter sales of US$263.65 million, with net income of US$40.93 million, both rising over the prior year. The company's Zacks Rank #2 (Buy) upgrade reflects improving earnings estimates and heightened business momentum, placing it among the top 20% of covered stocks by Zacks. We’ll explore how this upgrade, driven by positive earnings momentum, could influence the outlook for...

Murphy Oil Corporation reported second-quarter 2025 earnings ahead of analyst expectations, with strong production performance, increased dividends, and the completion of a US$23 million Eagle Ford Shale acquisition; revenue for the quarter was US$695.57 million, and net income reached US$22.28 million. An important insight is that the company exceeded production guidance, prioritized shareholder value through dividend growth, and reaffirmed its capital allocation plans despite a...

In August 2025, Ardent Health reported second-quarter revenue of US$1.65 billion and net income of US$72.95 million, both increasing from the same period last year, and reaffirmed its full-year financial guidance despite industry headwinds. The company also outlined plans to open five new urgent care centers and two imaging centers in 2025, while pursuing operations improvements to offset potential Medicaid funding reductions over the coming decade. We'll explore how the reaffirmed guidance,...

Prosperity Bancshares recently released its third quarter Form 10-Q, reporting improved profitability and operational performance, including increases in net interest income and net income driven by reduced interest expenses. The company highlighted plans to maintain a strong allowance for credit losses and leverage its established presence in Texas and Oklahoma for ongoing growth, with management emphasizing a continued focus on credit quality. We'll review how Prosperity Bancshares'...

Silicon Motion Technology Corporation recently showcased its MonTitan SM8366 PCIe Gen5 SSD controller solutions and advanced AI storage collaborations at the Future of Memory and Storage 2025 event in Santa Clara, California, demonstrating new offerings across data center, edge, and enterprise applications. This initiative highlights the company's commitment to enabling next-generation scalable storage for AI-driven workloads through industry partnerships and expanding its product footprint...

Bank OZK recently attracted positive analyst attention for offering a US$0.44 per share dividend with a 3.67% yield, outpacing both industry and S&P 500 averages, as well as for its value-oriented valuation metrics and consistent history of dividend growth. An important insight is that Bank OZK has increased its dividend five times over the past five years with an annual average increase exceeding 11%, highlighting its commitment to rewarding shareholders. We'll examine how Bank OZK's...

In recent days, Celcuity Inc. reported positive topline results from the Phase 3 VIKTORIA-1 trial of gedatolisib in advanced breast cancer and completed new capital raises, including US$175 million in convertible notes and an US$85 million follow-on equity offering. This activity highlights both promising clinical progress and significant investor interest in supporting the company's expanding oncology pipeline. With robust new funding, we'll explore how positive Phase 3 clinical data...

Archrock reported robust second quarter 2025 results, including US$318.33 million in sales, US$63.42 million in net income, a higher dividend, and accelerated share repurchases, along with upwardly revised 2025 net income guidance to between US$249.6 million and US$289.6 million. Rising demand for natural gas compression and successful acquisitions further supported record quarterly earnings and EBITDA, underscoring Archrock’s momentum in the energy infrastructure sector. We'll explore how...

In recent days, several analysts have raised their earnings estimates for Acuity, Inc., highlighting the company’s strong valuation and improved earnings metrics. This uptick in analyst sentiment reflects growing confidence in Acuity's fundamentals, with style scores signaling both value and momentum appeal. With analysts lifting earnings projections, we’ll explore how these positive revisions could influence Acuity’s investment narrative going forward. Trump has pledged to "unleash"...

Aveanna Healthcare Holdings recently reported strong second quarter results, showing significant year-over-year growth in revenue and net income, and updated its 2025 guidance to project annual revenue of over US$2.3 billion following the completion of its acquisition of Thrive Skilled Pediatric Care. Despite recording a goodwill and asset impairment loss of US$153,000 this quarter, up from US$80,000 last year, the company’s operational momentum, boosted by M&A activity and rising patient...

Cushman & Wakefield recently reported second quarter 2025 results, achieving US$2.48 billion in sales and a very large rise in net income to US$57.3 million compared to the prior year. Analyst upgrades followed the results, with the company emphasizing outperformance in Capital Markets, improved financial flexibility from debt reduction, and progress toward sustainability goals. We’ll explore how the strong Capital Markets performance and upgraded outlook could influence Cushman &...

Earlier this month, CBIZ, Inc. released its Employee Experience Guide, providing companies with integrated strategies to attract, retain, and engage a diverse workforce across generations and evolving work arrangements. This new guide highlights the importance of tailored employee investment, extending beyond compensation to foster higher retention, productivity, and organizational profitability through a holistic, technology-enabled approach. We'll explore how analyst endorsement of CBIZ's...

In the past week, BorgWarner announced a series of major global contract wins for its electrified vehicle components and technologies, raised its 2025 full-year guidance, declared a 55% dividend increase, and expanded its share buyback authorization by US$233 million to US$1 billion, with an extension to 2028. The new supply agreements with leading Chinese, East Asian, European, and North American OEMs highlight sustained demand for BorgWarner’s electrification portfolio and reflect growing...

Commerce Bancshares Inc. released its second quarter 10-Q for 2025, reporting net income of US$153.8 million and highlighting ongoing financial growth and operational stability. An important insight from management was their optimism about continued economic expansion, supported by anticipated deregulation, fiscal stimulus, and less policy uncertainty. We'll examine how Commerce Bancshares' management optimism about supportive macroeconomic trends shapes its current investment...

In the past quarter, Crown Holdings did not repurchase any shares, but over the course of its current buyback program, it has completed the repurchase of 4,603,107 shares, representing 3.9% of outstanding shares for US$407.15 million. A one-off expense of US$315 million impacted the company's profit over the last year, and the absence of further such items is expected to support improved profitability moving forward. We'll examine how the resolution of one-time expenses could influence Crown...

Earlier this month, Exelixis announced that its partner Ipsen received European Commission approval to market CABOMETYX for adults with unresectable or metastatic neuroendocrine tumors, following positive phase 3 data demonstrating significant clinical benefit. This milestone expands CABOMETYX's geographic reach across all EU member states, Norway, Liechtenstein, and Iceland, opening new patient populations for Exelixis and its partners. To explore the impact of this major regulatory...

Earlier this week, Popular, Inc. declared monthly cash dividends on its Non-Cumulative Monthly Income Preferred Stock and announced distributions for its Trust Preferred Securities, both payable on September 2, 2025, to record holders as of August 15, 2025. These dividend declarations highlight Popular’s consistent shareholder returns and commitment to ongoing capital distribution across preferred and trust securities. We'll assess how continued dividend distributions shape Popular's...

Grand Canyon Education reported second quarter 2025 earnings earlier this week, revealing net income of US$41.55 million, up from US$34.88 million last year, and raised its full-year service revenue and earnings per share outlook. The earnings beat and positive guidance were supported by a 10.3% increase in partner enrollments and operational improvements resulting from contract changes with university partners. We'll now examine how these record quarterly results and improved outlook...

USA Compression Partners, LP announced its second quarter 2025 results on August 6, reporting record revenues of US$250.13 million and maintaining a cash distribution of US$0.525 per common unit. An interesting highlight of the quarter was the conversion of 100,000 Series A Preferred Units into nearly 5 million common units, reducing future preferred distributions and simplifying the capital structure. We'll explore how this record revenue performance and guidance reaffirmation influence the...