U.S. Leisure Stock News

The Chemours Company recently announced a second-quarter net loss of US$381 million and disclosed the finalization of an US$875 million legal settlement with the State of New Jersey to resolve legacy environmental claims, including PFAS-related issues. Alongside these developments, Chemours also declared a quarterly cash dividend and provided new earnings guidance for both the upcoming quarter and full-year, while arranging to sell insurance rights to help fund its settlement obligations...

Quaker Chemical Corporation recently reported second quarter 2025 results, highlighting US$483.4 million in sales and a net loss of US$66.58 million due to a significant non-cash goodwill impairment charge in its EMEA segment. Although the company achieved organic volume growth and saw strong momentum in Asia/Pacific markets, the sizeable impairment charge and weaker profitability have raised questions about sustainability of recent dividend increases and ongoing cost-saving efforts. In...

TG Therapeutics reported its second quarter 2025 earnings, showing revenue growth to US$141.15 million and net income of US$28.19 million, and raised its full year revenue guidance to approximately US$585 million. A unique feature of this update is the turnaround to profitability for the first half of the year, compared with a net loss in the same period last year. We will examine how the combination of stronger earnings and increased guidance further supports TG Therapeutics’ long-term...

Recently, FormFactor reported its second quarter financial results, showing sales of US$195.8 million and net income of US$9.09 million, alongside new third quarter guidance and the adoption of updated bylaws and a fresh US$150 million revolving credit facility. An important development in this update is FormFactor’s shelf registration filing for a US$64.46 million offering of 2,200,000 shares linked to its Employee Stock Ownership Plan, highlighting ongoing efforts to strengthen balance...

Starboard Value LP recently announced it is engaging in discussions with Rogers Corporation’s management and Board regarding potential value creation opportunities, following the release of Rogers’ second quarter 2025 earnings report and updated guidance for the third quarter. This activist involvement comes as Rogers reported a net loss of US$73.6 million for the second quarter, alongside subdued sales and earnings guidance for the upcoming quarter, highlighting heightened investor...

Vertex, Inc. recently reported its second quarter 2025 results, showing revenue growth to US$184.56 million from US$161.1 million a year ago, but recorded a net loss of US$961,000 compared to net income of US$5.16 million last year. The company also reduced its full-year 2025 earnings guidance, citing extended sales cycles and delayed customer decision-making as contributing factors to lower expected revenues of US$750.0 million to US$754.0 million. We'll explore how Vertex's lowered...

Evolent Health, Inc. recently reported its second quarter and first half 2025 results, posting a year-over-year decrease in sales to US$444.33 million for the quarter and widening net losses compared to the same period last year. Alongside these results, Evolent issued new guidance for the third quarter and full year 2025, with investors assessing the outlook in light of the recent setbacks in both revenue and profitability. We'll examine how Evolent's shift from net income to net loss...

Boot Barn Holdings recently announced strong first quarter results, reporting sales of US$504.07 million and net income of US$53.41 million, along with raised guidance for both the second fiscal quarter and the full fiscal year ending March 2026. Of particular interest, the company projects double-digit total sales growth for the year while expecting e-commerce same store sales to rise by as much as 8.5%. With Boot Barn targeting robust sales growth and higher digital sales, we’ll now assess...

Concentra Group Holdings Parent, Inc. recently reported its second-quarter and six-month 2025 results, showing higher sales but lower net income compared to the previous year, and affirmed a quarterly cash dividend of US$0.0625 per share. Despite a dip in profits, the company raised its full-year revenue and net income guidance, indicating management’s increased confidence in business performance for the remainder of 2025. We’ll explore how the raised annual earnings guidance could impact...

Azenta recently released third-quarter 2025 financial results, reporting revenue of US$143.94 million, a flat performance year over year, while delivering a net loss of US$52.81 million and maintaining full-year revenue growth guidance of 3% to 5%. Following the earnings announcement, an analyst upgrade and ongoing cost-reduction measures underscored renewed confidence in Azenta’s margin expansion despite softness in its Sample Management Solutions division. We'll explore how Azenta’s...

Earlier this week, Sweetgreen announced its 2025 business outlook, planning at least 40 net new restaurant openings, 20 featuring its Infinite Kitchen technology, and updated guidance with expected annual revenue in the range of US$700 million to US$715 million and a same-store sales change of 4% to 6% decline. This combination of significant restaurant growth, technology rollouts, and revised sales guidance indicates a pivotal year for Sweetgreen as it balances expansion with evolving...

Fox Factory Holding Corp. recently announced its second quarter 2025 earnings, reporting sales of US$374.86 million but a sharp decline in net income to US$2.74 million compared to a year ago. The company also updated its sales guidance for the third quarter and full fiscal year 2025, taking into account both year-to-date results and ongoing tariff impacts. We'll examine how the company’s lower profitability despite higher sales affects Fox Factory Holding's near-term investment narrative...

Sealed Air Corporation recently reported its second-quarter 2025 earnings, showing slightly decreased quarterly sales and net income alongside improved results for the first half of the year, while also announcing the appointment of Kristen Actis-Grande as its new Chief Financial Officer, effective August 25. The blend of stable financial performance and an incoming CFO with extensive finance leadership experience marks a period of transition for Sealed Air, potentially influencing future...

Bath & Body Works has expanded its distribution by launching product sales in over 600 U.S. college campus stores through partnerships with major bookstore operators such as Barnes & Noble and Follett Corp, offering popular Gen Z fragrances and personal care items directly to students. This move marks the brand’s first large-scale third-party distribution outside its own stores, representing a significant shift to target Gen Z consumers in their everyday environments and broaden market reach...

California Water Service Group recently reported its second quarter 2025 earnings, showing year-over-year quarterly growth in sales to US$264.95 million and net income to US$42.17 million, and declared its 322nd consecutive quarterly dividend of US$0.30 per share, payable in August. While quarterly results were stronger compared to last year, the company’s six-month sales and net income saw meaningful declines, reflecting uneven financial performance over the half-year. We'll explore how the...

In recent weeks, Four Corners Property Trust announced multiple acquisitions, including Mavis Tire in Mississippi for US$2.6 million, two Caribou Coffee sites in Wisconsin for US$2.8 million, and restaurant properties in Pennsylvania for US$4.8 million, all secured under long-term triple net leases with corporate operators in strong retail corridors. Alongside these transactions, the company reported quarterly results showing year-over-year increases in both revenue and net income, with...

Portland General Electric recently completed three utility-scale battery energy storage systems, adding 475 MW and over 1.9 GWh of dispatchable capacity to serve the Portland metro area and improve grid stability, alongside reporting second-quarter revenue of US$807 million and net income of US$62 million. Notably, the company also experienced a very large 16.5% increase in industrial electric load, largely driven by demand from data centers and high-tech customers, further supported by new...

Delek US Holdings recently reported its second quarter 2025 results, with sales declining to US$2,764.6 million and a net loss rising to US$106.4 million compared to the previous year, while also announcing the repurchase of over 1 million shares and affirming its quarterly dividend. Despite ongoing share buybacks and continued dividend payments, the company’s losses widened significantly amid lower sales, underlining mounting financial challenges for the period. We’ll explore how the...

Rambus recently reported its second quarter 2025 results, recording US$172.21 million in revenue and US$57.94 million in net income, alongside new third-quarter revenue guidance and the completion of a multi-year share buyback program. An interesting highlight is that the company has now repurchased more than 14.43 million shares for a total of US$462.67 million since launching its buyback plan in 2020, signaling a long-term focus on capital returns. We'll now examine how Rambus's strong...

Apple Hospitality REIT, Inc. recently reported its second quarter and six-month 2025 earnings, highlighting year-over-year decreases in revenue and net income, with quarterly revenue at US$384.37 million and net income at US$63.65 million. The lower earnings per share compared to last year indicate increased pressure on profitability, which may raise questions about the company’s ability to maintain its previous financial performance. With net income dropping this quarter, we'll assess how...

In late July 2025, Lear Corporation reinstated its full-year 2025 guidance and confirmed a new phase in its capital return strategy, including the extension of its US$2.0 billion unsecured revolving credit facility to July 2030 and completion of an additional US$25 million in share repurchases. The company's renewed outlook comes as it continues to invest in restructuring and automation, expecting cost savings and margin improvement despite production headwinds and a slight reduction in...

Marex Group plc has filed a shelf registration for potential issuance of senior unsubordinated unsecured debt securities, indicating the company may seek to raise capital through the debt markets in the future. This move provides Marex with greater financial flexibility and points to potential initiatives such as refinancing, business investment, or balance sheet management. We'll explore how Marex's new debt shelf registration could influence its investment case, particularly regarding...

Brookfield Renewable recently declared a quarterly dividend of US$0.373 per class A share and announced earnings for the second quarter of 2025, reporting sales of US$952 million and a net loss of US$1.41 billion. The company highlighted record Funds From Operations, expanded its partnership with Google for up to 3,000 megawatts of hydroelectric capacity, and increased its investment in Colombia's Isagen business while continuing asset recycling efforts. We’ll examine how Brookfield...

Otter Tail Corporation recently reported its second quarter 2025 earnings, revealing better-than-expected adjusted earnings per share, increased annual earnings guidance, and the declaration of a US$0.525 quarterly dividend payable in September. An interesting aspect is that the company's Plastics segment outperformed expectations and management secured approval to recover capital investments for two solar projects alongside filing for a new electric rate increase. To understand what this...