NYSE:ALSN
NYSE:ALSNMachinery

What Allison Transmission Holdings (ALSN)'s CARB-Compliant Transmission and Military Contract Mean for Shareholders

In July 2025, Allison Transmission Holdings announced its 4000 Series fully automatic transmission is now available with the CARB low NOx compliant PACCAR MX-13 engine for Kenworth and Peterbilt trucks, and was awarded a multi-million US dollar contract for the second phase of the Next Generation Electrified Transmission program by the Ground Vehicle Systems Center. These advancements position Allison at the forefront of both emissions-compliant commercial vehicle solutions and...
NYSE:VNT
NYSE:VNTElectronic

Vontier (VNT) Is Up 6.4% After Raising Full-Year Guidance on Strong Q2 Earnings – Has Confidence Peaked?

Vontier Corporation recently reported strong second quarter 2025 earnings, with sales increasing to US$773.5 million and net income rising year-over-year, prompting the company to raise its full-year earnings guidance to US$3.02 billion–US$3.07 billion. This upward guidance signals management’s confidence in ongoing business performance and reflects the company’s ability to respond to favorable trends in its core markets. With the raised full-year guidance highlighting management’s positive...
NYSE:VTR
NYSE:VTRHealth Care REITs

How Investors May Respond To Ventas (VTR) Raising 2025 Guidance After Q2 Revenue and Income Gains

Ventas, Inc. recently announced its second quarter 2025 results, highlighting revenue of US$1.42 billion and net income of US$68.26 million, both higher than the same period last year. The company also raised its full-year earnings guidance, reflecting increased confidence amid strong operational gains over the first half of 2025. We'll explore how this revised earnings guidance could impact the longer-term outlook for Ventas's senior housing portfolio expansion. Trump has pledged to...
NasdaqGS:IDCC
NasdaqGS:IDCCSoftware

Why InterDigital (IDCC) Is Up 15.0% After New Samsung Deal and Raised 2025 Guidance

In recent news, InterDigital announced a new patent license agreement with Samsung following the conclusion of a lengthy arbitration, alongside reporting its second-quarter 2025 financial results with sales of US$300.6 million and net income of US$180.57 million. The company also raised its annual revenue and earnings guidance, reflecting increased confidence in its business outlook after resolving key licensing disputes. We'll explore how the renewed partnership with Samsung and raised...
NYSE:AR
NYSE:AROil and Gas

Why Antero Resources (AR) Returned to Profitability Despite Mixed Production—Is Margin Expansion Sustainable?

Antero Resources Corporation reported second quarter 2025 results in the past week, showing revenue of US$1,297.49 million and net income of US$156.59 million, a turnaround from a net loss a year earlier. This shift to profitability came despite mixed production across segments, highlighting improved operational and financial outcomes over the prior year period. We'll explore how Antero’s stronger earnings performance may influence the company’s investment narrative and future margin...
NYSE:CARR
NYSE:CARRBuilding

Can Carrier Global's (CARR) Reaffirmed Sales Guidance Outweigh Mixed Earnings Trends for Investors?

Carrier Global Corporation recently reported its second quarter and half-year results, with revenue rising to US$6.11 billion and US$11.33 billion, respectively, compared to the same periods last year, while also reaffirming its 2025 sales guidance at US$23 billion. An important detail from the report is that basic earnings per share from continuing operations increased year-over-year, despite a significant drop in total net income for both the quarter and the first half of 2025. We will...
NYSE:RSI
NYSE:RSIHospitality

Why Rush Street Interactive (RSI) Is Up 37.1% After Raising 2025 Revenue Guidance and Posting Record Highs

Rush Street Interactive recently reported second quarter 2025 results, posting record highs in revenue and profitability, and subsequently raised its full-year revenue guidance to between US$1,050 million and US$1,100 million. This marked the ninth consecutive quarter of growth across key metrics, with North America and Latin America, particularly Mexico and Colombia, driving sustained momentum despite headwinds from increased taxes. We'll explore how the improved revenue guidance...