U.S. General Merchandise and Department Stores Stock News

WaFd Bank recently promoted Michelle Coons, former head of its New Mexico operations, to executive director of business banking overseeing six states. This move underscores WaFd's emphasis on strengthening its regional leadership as it seeks greater scale in business banking across multiple markets. We'll explore how the expanded leadership role for Michelle Coons could shape WaFd's business banking growth narrative across the region. Find companies with promising cash flow potential yet...

Recent reports indicate Meritage Homes is facing a significant drop in demand, shrinking returns on capital, and margin compression amid heightened competition in the homebuilding sector. This contraction has raised concerns about the company's ability to maintain profitability and market positioning as operational pressures continue to mount. We'll now explore what the ongoing decline in demand and margins could mean for Meritage Homes' broader investment outlook. Uncover the next big thing...

Arlo Technologies recently announced its second quarter 2025 results, reporting US$129.41 million in revenue and a net income of US$3.12 million, a turnaround from a net loss in the same period the previous year. A notable shift is that subscriptions and services now account for over 60% of total revenue, highlighting the company's transformation toward recurring, higher-margin income streams. We'll review how the surge in recurring service revenue growth informs the evolving investment...

Noble Corporation plc recently reported its second quarter 2025 results, including revenue of US$848.65 million and quarterly net income of US$42.87 million, alongside the affirmation of a US$0.50 per share dividend for the third quarter. The company’s achievement of US$100 million in cost synergies following its Diamond Offshore acquisition highlights rapid integration, while a strong contract backlog continues to underpin future earnings visibility. We'll explore how Noble's...

SolarEdge Technologies recently reported second quarter 2025 results, posting revenues of US$289.43 million and a narrower net loss compared to a year prior, while also issuing revenue guidance for the third quarter in the range of US$315 million to US$355 million. Alongside these financial updates, the company announced new collaborations in commercial rooftop solar and EV charging infrastructure, reinforcing its focus on product innovation and market expansion. We'll examine how...

Disc Medicine reported a wider net loss for the second quarter of 2025, with the loss rising to US$55.25 million due to increased research spending and milestone payments, but maintained a robust cash balance of US$650 million supporting operations into 2028. The company is moving forward with plans to submit a New Drug Application for bitopertin in erythropoietic protoporphyria by October 2025, following a positive pre-NDA meeting with the FDA and continued optimism from analysts regarding...

Earlier this week, Acadia Pharmaceuticals reported second quarter 2025 earnings results, posting revenue of US$264.57 million, up from US$241.96 million a year ago, and raising the low end of its full-year revenue guidance, while also announcing positive patent outcomes for NUPLAZID that extend its U.S. market exclusivity to 2030 and 2038. An important development is Acadia's ability to beat analyst earnings expectations and strengthen future revenue prospects amid key product growth and...

California Resources Corporation recently reported second-quarter earnings that far surpassed expectations, with revenue rising to US$978 million and net income increasing to US$172 million compared to a year earlier. The company not only achieved significant growth in production and financial results but also advanced its carbon capture initiatives and declared a quarterly dividend, reflecting a multi-faceted approach to shareholder value. We'll examine how California Resources’ strong...

In early August 2025, Silicon Labs reported strong sequential and year-over-year revenue growth for the second quarter and set third-quarter revenue guidance between US$200 million and US$210 million, alongside narrowing net losses compared to the prior year. The company also achieved a major milestone with its Series 3 SoC attaining the world’s first PSA Level 4 security certification, further cementing its role as a technology leader amid heightened global regulatory demands for device...

RH is set to release an earnings report that is widely anticipated to show substantial growth in both earnings per share and revenue compared to the previous year. Analysts and investors are closely monitoring revisions to forecasts and the company’s business outlook as key factors ahead of the earnings announcement. We’ll explore how anticipation around RH’s earnings report and outlook updates may influence the company’s investment narrative going forward. AI is about to change healthcare...

Janus Henderson Group reported second quarter 2025 results, showing revenue of US$633.2 million and net income of US$149.9 million, both higher than the prior year, and declared a US$0.40 per share dividend for shareholders of record on August 11, 2025. Janus Henderson’s Securitized Income ETF recently surpassed US$1 billion in assets under management in under two years, reflecting continuing growth in its fixed income ETF business and helping the firm become the second largest active fixed...

Black Hills Corporation recently announced second-quarter and six-month results for 2025, reporting higher sales of US$439 million and net income of US$27.5 million for the quarter compared to the same period last year, and reaffirmed its full-year earnings guidance. While this signals operational stability, analysts have shown cautious optimism due to the company’s history of profit declines and only modest future growth expectations. We'll take a look at how Black Hills' reaffirmed...

First BanCorp. recently reported a very large five-year total shareholder return, supported by compound earnings per share growth of 32% annually and consistent dividend payments. This performance reflects the company's focus on long-term growth strategies that continue to contribute to resilient shareholder value, even amid periods of short-term volatility. We'll explore how First BanCorp.'s successful long-term growth strategy could shape its future investment narrative and earnings...

CONMED Corporation recently declared a quarterly cash dividend of US$0.20 per share, payable on October 3, 2025, to shareholders of record as of September 15, 2025, and updated its guidance with raised full-year revenue forecasts and new expectations for the third quarter. These updates highlight the company's continued commitment to shareholder returns and reflect management's confidence amid recent analyst earnings estimate increases and strong positioning in minimally invasive surgical...

Veeco Instruments Inc. recently reported its second quarter 2025 financial results, posting US$166.1 million in sales and US$11.73 million in net income, both lower than the prior year, but exceeding analyst expectations for revenue and earnings per share. Additionally, the company provided third quarter earnings guidance and announced participation in multiple investor conferences, highlighting its engagement with the semiconductor investment community. We'll examine how Veeco's...

Dillard's and Pandora recently celebrated the opening of their 100th Pandora location within a brand-new Dillard's store at Battlefield Mall in Springfield, Missouri, marking the rapid growth of their collaboration since its fall 2024 launch in over 15 stores. This expansion highlights a strong customer response and underscores how new brand partnerships are shaping Dillard's ongoing business initiatives. We'll explore how the momentum of the Pandora partnership adds to Dillard's investment...

Cathay General Bancorp recently released its second quarter 2025 Form 10-Q, reporting higher net interest income and net income of US$77.5 million, mainly due to increased net interest metrics and reduced expenses. The company emphasized proactive credit risk management and the importance of monitoring economic conditions affecting its loan portfolio as a forward-looking priority. We'll look at how these stronger interest metrics and credit risk focus may shift Cathay General Bancorp's...

AXIS Capital Holdings announced past second-quarter earnings, reporting a year-over-year increase in net income to US$223.36 million and providing an update on its share buyback, having repurchased 499,000 shares for US$50.02 million during the period. While quarterly net income improved over last year, net income for the first half declined, highlighting quarterly variability in performance even as share repurchases continued as planned. We’ll examine how AXIS Capital Holdings’ latest...

In August 2025, Insperity reported a US$5 million net loss for the second quarter, lowered its full-year financial outlook due to rising healthcare costs, and became the subject of an investor investigation related to possible securities law violations. An important recent development is Insperity's updated HR solutions portfolio, including a forthcoming collaboration with Workday aimed at capturing more mid-market clients and addressing evolving HR needs for SMBs. We'll examine how...

Global Net Lease, Inc. recently completed a US$1.8 billion sale of its multi-tenant retail portfolio and refinanced its revolving credit facility, achieving a 35-basis point interest spread reduction and extending the facility's maturity to August 2030 with enhanced lender participation. These actions strengthened the company's credit profile, prompted an S&P credit rating upgrade, and improved liquidity, but came alongside weaker revenue and ongoing net losses reported for the second...

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 month, Ramaco Resources completed a US$200 million upsized public offering of Class A common stock, aiming to accelerate its rare earth elements and critical minerals project while broadening its growth platform beyond metallurgical coal. This move marks a significant shift as the company seeks to diversify in response to rising national interest in US-based critical mineral supply chains and supply security. We'll explore how this equity raise, which underpins Ramaco's push...

Federal Agricultural Mortgage Corporation recently reported strong second-quarter results, with net income rising to US$54.84 million and basic earnings per share increasing to US$4.50 from continuing operations compared to the prior year. Unique in this update, the company expanded its share repurchase authorization to US$50 million and highlighted potential benefits from new federal legislation affecting agricultural lending and insurance. Next, we will explore how record core earnings...

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...