NYSE:GTY
NYSE:GTYRetail REITs

Will Rising Revenue and Lower Profit Change Getty Realty's (GTY) Dividend Narrative?

Getty Realty Corp. recently reported its second quarter 2025 earnings, showing increased revenue to US$53.26 million and announcing a US$0.47 per share cash dividend for October 2025. While revenue and sales rose compared to the prior year period, net income and earnings per share from continuing operations declined, highlighting changing profitability dynamics. We’ll examine how Getty’s continued dividend payout signals management’s confidence in supporting shareholder returns and shapes...
NYSE:STC
NYSE:STCInsurance

What Stewart Information Services (STC)'s Strong Q2 and H1 Earnings Reveal for Shareholders

Stewart Information Services Corporation reported strong earnings for the second quarter and first half of 2025, with net income reaching US$31.92 million and diluted earnings per share of US$1.13 for the quarter ended June 30, 2025. This increase in profitability over the same periods last year highlights a notable improvement in the company's operational performance. We’ll now explore how Stewart Information Services’ notable jump in earnings could impact its long-term investment outlook...
NasdaqGS:AGYS
NasdaqGS:AGYSSoftware

Did Agilysys' (AGYS) Upgraded Subscription Growth Guidance Just Shift Its Long-Term Revenue Narrative?

On July 21, 2025, Agilysys, Inc. reported first-quarter revenue of US$76.68 million and announced updated fiscal year 2026 guidance, raising its full-year subscription revenue growth target to 27% year-over-year while maintaining total revenue expectations between US$308 million and US$312 million. An interesting point is that the company’s updated subscription growth guidance excludes material revenue from a major property management system project currently underway, highlighting the...
NasdaqGS:FIZZ
NasdaqGS:FIZZBeverage

How Strong LaCroix Launches and Q4 Outperformance at National Beverage (FIZZ) Has Changed Its Investment Story

National Beverage Corp. reported stronger-than-expected Q4 2025 revenue and highlighted robust volume performance, buoyed by the recent launch of new LaCroix variants earlier this year. This product innovation appears to be helping the company overcome headwinds in a difficult consumer landscape, demonstrating adaptability to shifting market conditions. We’ll explore how new LaCroix offerings are shaping National Beverage’s investment narrative amid evolving consumer preferences. Find...
NYSE:ZWS
NYSE:ZWSBuilding

Zurn Elkay Water Solutions (ZWS) Is Up 16.9% After Raising Outlook and Reporting Record Margins - Has the Bull Case Changed?

Zurn Elkay Water Solutions Corporation recently reported strong second quarter 2025 results, delivering core sales of US$444.5 million and growing net income compared to the previous year, while also raising its full-year outlook for core sales and adjusted EBITDA. The company’s robust free cash flow, share repurchases, and ongoing supply chain efficiencies highlight management’s confidence and operational discipline amid pricing actions and tariff challenges. We’ll explore how the company’s...
NYSE:DGX
NYSE:DGXHealthcare

Did Higher Sales and a Mixed Outlook Just Shift Quest Diagnostics’ (DGX) Investment Narrative?

In the past week, Quest Diagnostics reported higher quarterly sales and net income for the second quarter of 2025, raised its full-year revenue guidance, and disclosed a US$24 million impairment charge related to a potential business exit. An important insight is that while the company increased its 2025 revenue outlook, it slightly lowered its expected diluted earnings per share for the year. We'll examine how the updated revenue guidance, despite a lower EPS range, may influence Quest...
NYSE:CRS
NYSE:CRSMetals and Mining

Carpenter Technology (CRS) Is Down 6.8% After Fourth Quarter Miss and Raised Earnings Guidance

On July 31, 2025, Carpenter Technology Corporation reported fourth quarter sales of US$755.6 million, a decrease from the prior year, but net income increased to US$111.7 million, with basic earnings per share rising to US$2.23. The company also issued operating income guidance for fiscal 2026 that implies potential growth of 26% to 33% over the previous year’s adjusted results. We'll examine how Carpenter Technology's stronger year-over-year earnings and increased guidance may reshape its...
NasdaqCM:COOP
NasdaqCM:COOPDiversified Financial

Is Mr. Cooper Group's (COOP) Profitability Slump Hinting at a Shift in Growth Priorities?

Mr. Cooper Group reported second quarter 2025 results, with revenue rising to US$608 million from US$583 million in the previous year, while net income fell slightly to US$198 million from US$204 million; earnings per share were also marginally lower. An interesting aspect is that, despite higher revenue, the company’s net income and profitability for the first six months of 2025 were lower compared to the same period last year, with no share buybacks occurring during the quarter. Given the...
NYSE:T
NYSE:TTelecom

Will Strong Q2 Results and Buybacks Shift AT&T's (T) Long-Term Growth Narrative?

AT&T recently reported its second-quarter results, showing revenue of US$30.85 billion and net income of US$4.50 billion, both up from a year earlier, alongside completed buybacks totaling US$1.3 billion for over 47 million shares. The company also reaffirmed its outlook for low-single-digit annual service revenue growth through 2027. A key takeaway is that robust operational performance and capital return initiatives are reinforcing management’s confidence in AT&T’s long-term growth...
NYSE:SNOW
NYSE:SNOWIT

Snowflake (SNOW) Integrates Parameta Data, Enhancing Financial Institutions' Risk Management

Snowflake (SNOW) recently experienced a 33% price increase in the last quarter, possibly buoyed by its strategic collaborations. A recent partnership with Parameta Solutions that enhances access to critical market data via the Snowflake Marketplace is one example of the company's initiatives to strengthen its market position. This, alongside similar ventures with organizations like Bloomreach and Chalo, underscores Snowflake's role in improving data accessibility for diverse sectors. These...