U.S. Mortgage Finance Stock News

Eversource Energy recently reported its second-quarter 2025 results, showing year-over-year increases in both revenue and net income, and reaffirmed its full-year 2025 earnings guidance with an EPS range of $4.67 to $4.82 along with a long-term EPS growth projection of 5% to 7% through 2029. These announcements highlight the company's focus on earnings predictability and underline management's confidence in achieving its previously outlined growth targets. We'll explore how Eversource's...

Atmus Filtration Technologies recently raised its earnings guidance for 2025 and reported second-quarter results showing year-over-year growth in both sales and net income, with revenue reaching US$453.5 million and net income at US$59.9 million for the quarter ended June 30, 2025. The company emphasized its commitment to both organic and inorganic growth, highlighting ongoing M&A pursuits and share repurchases, while also noting the successful completion of separation costs from Cummins and...

Earlier this month, Fiserv completed a US$996.72 million fixed-income offering of 4.550% Senior Subordinated Unsecured Notes due February 15, 2031, with Wells Fargo Securities being added and subsequently removed as co-lead underwriter during the process. This major funding move reflects Fiserv’s active management of its capital structure, which can influence its financial flexibility and long-term financing capacity. We’ll explore how the completion of this large debt issuance could reshape...

On August 7, 2025, Starwood Property Trust announced its second-quarter 2025 results, highlighting an increase in net income to US$129.81 million and basic earnings per share from continuing operations to US$0.38, despite reporting lower overall revenue at US$444.28 million compared to the previous year. An important development was the company's acquisition of Fundamental Income Properties, establishing a new net lease real estate platform that management expects will contribute to future...

WillScot Holdings reported second quarter earnings results for 2025, highlighting a year-over-year decrease in revenue to US$589.08 million alongside a swing to net income of US$47.94 million and issued full-year 2025 revenue guidance of US$2.3 billion to US$2.35 billion. An important insight is that despite lower revenue, the company shifted from a net loss to net profit, suggesting improving profitability against a backdrop of ongoing share buybacks and a new quarterly dividend...

TAL Education Group reported first quarter results for the period ended May 31, 2025, with sales rising to US$575 million from US$414.19 million and net income increasing to US$31.28 million from US$11.4 million compared to the same period last year. This marks a significant improvement in the company's financial performance, with basic and diluted earnings per share from continuing operations more than doubling year over year. We'll examine how TAL Education Group's sharply higher sales and...

On August 5, 2025, QuidelOrtho Corporation reported second quarter results showing US$613.9 million in sales and a net loss of US$255.4 million, both weaker than the prior year period. Despite declining sales and a wider quarterly loss, QuidelOrtho maintained its full-year 2025 revenue guidance, signaling management's continued confidence in its outlook. With management reiterating annual revenue guidance amid quarterly challenges, we'll explore how this move shapes QuidelOrtho's investment...

LegalZoom.com recently reported its second quarter 2025 results, with revenue up to US$192.51 million but a small net loss of US$266,000, and announced a new collaboration with OpenAI, enabling ChatGPT agents to leverage LegalZoom’s legal guidance products. The integration with OpenAI’s advanced AI capabilities empowers ChatGPT to deliver tailored, attorney-backed legal information, signaling a significant step in expanding LegalZoom’s reach through intelligent online legal support. With...

Alnylam Pharmaceuticals raised its full-year 2025 net product revenue guidance to between US$2.65 billion and US$2.8 billion following the release of its second-quarter results, which showed revenue growth to US$773.69 million and an increased net loss to US$66.28 million for the quarter ended June 30, 2025. While overall revenues saw substantial gains year-over-year, the company also reported a larger net loss and higher basic loss per share from continuing operations compared to the prior...

AptarGroup reported its second quarter 2025 earnings, posting increased sales of US$966.01 million and net income of US$111.72 million, alongside share buybacks totaling US$70 million for 452,461 shares from April to June 2025. The company’s earnings growth and active buyback program highlight both operational performance improvements and a continued focus on shareholder returns. We’ll explore how AptarGroup’s improved earnings and continued buybacks shape its investment outlook amid...

Main Street Capital Corporation recently reported strong second-quarter and first-half 2025 earnings, with revenue increasing to US$143.97 million and net income rising to US$122.53 million for the quarter compared to the prior year. The company also announced a 4.1% increase in regular monthly dividends for the fourth quarter of 2025 and a supplemental cash dividend of US$0.30 per share, reflecting ongoing emphasis on shareholder returns. With strong earnings and increased regular...

C3.ai recently released preliminary estimates for its fiscal first quarter ended July 31, 2025, projecting total revenue between US$70.2 million and US$70.4 million and GAAP operating losses in the range of US$124.7 million to US$124.9 million. This early disclosure of financial performance offers a closer look at C3.ai’s ongoing efforts to balance revenue growth with operating losses. We’ll consider how the projected first quarter operating loss and revenue estimate could influence the...

Baxter International recently reported its second quarter and first half 2025 financial results, highlighting a return to profitability with net income of US$91 million for the quarter and US$217 million for the six months, alongside sales growth compared to the prior year. In addition, the company issued new sales guidance for the third quarter and full year, projecting continued growth in sales from continuing operations both on a reported and operational basis. We'll review how Baxter...

Praetorian Capital recently highlighted The St. Joe Company in its Q2 investor letter, pointing to the firm's substantial 167,000-acre land portfolio in the Florida Panhandle and its potential for significant growth fueled by population expansion in the region. The fund emphasized JOE's combination of an attractive valuation and embedded asset value as a key opportunity, which is drawing increased attention from investors. We will explore how the focus on Florida Panhandle population growth...

Civitas Resources recently announced a CEO transition, reported declines in revenue and net income for the second quarter and first half of 2025, expanded its share buyback program by US$250 million to a total of US$750 million, and reaffirmed its quarterly dividend at US$0.50 per share. Alongside executive changes and softer operational results, the increased buyback authorization signals the company's commitment to capital returns during a period of leadership transition and shifting...

Xcel Energy recently completed a series of follow-on equity offerings totaling approximately US$2.46 billion and filed for an additional US$4 billion at-the-market equity program, following the release of robust second-quarter 2025 results showing increased revenue and net income year-on-year. Alongside these financial moves, the company reaffirmed its 2025 earnings guidance and signaled confidence in achieving long-term growth in the upper half of its target range, highlighting a strong...

Tower Semiconductor reported mixed second-quarter 2025 results, with revenue rising to US$372.06 million but net income dropping to US$46.55 million compared to the previous year, and also issued third-quarter guidance forecasting revenue of about US$395 million. Although profit margins narrowed, the company’s outlook signaled expectations for ongoing demand growth in key specialty semiconductor markets. We'll examine how Tower Semiconductor's projected third-quarter revenue increase and...

Spyre Therapeutics recently announced its second quarter 2025 earnings, reporting a reduced net loss of US$36.72 million and a lower basic loss per share of US$0.49 compared to the same period last year. The company also filed a US$12.12 million shelf registration for potential common stock offerings tied to its employee stock ownership plan, highlighting ongoing capital management initiatives. With the earnings improvement and new capital raising plans, we’ll explore how Spyre’s financial...

InterDigital, Inc. recently reported strong second-quarter 2025 earnings, with sales rising to US$300.6 million and net income reaching US$180.57 million, compared to the previous year. Management significantly raised full-year revenue and earnings guidance, highlighting a more optimistic outlook for the company’s business performance this year. We'll explore how InterDigital's upgraded full-year guidance may influence the company's long-term valuation and growth assumptions. Uncover the...

CACI International Inc. was recently awarded an indefinite-delivery/indefinite-quantity contract by the U.S. Transportation Command, with a cumulative face value of US$1.64 billion to provide technical support services for the Joint Transportation Management System at Scott Air Force Base over ten years. This contract win follows the company’s strong fourth-quarter and full-year earnings, highlighting continued momentum in capturing large-scale government projects and delivering solid...

Goodyear Tire & Rubber recently reported a sharp improvement in quarterly net income for Q2 2025, with net earnings rising to US$254 million from US$79 million a year earlier, despite a slight dip in sales, and announced a new partnership, PlusAI revealed it will be collaborating with Goodyear to integrate intelligent tire technology into autonomous driving systems. Goodyear also appointed Jan-Piet van Kesteren as Managing Director EMEA & Chief Sales Officer EMEA Consumer, bringing over 20...

In August 2025, Nutanix reported financial results that exceeded expectations, underscored by heightened demand for its software and newly launched solutions targeting cloud-native and multi-cloud environments. Nutanix's debut as a Challenger in Gartner's 2025 Magic Quadrant for Container Management reflects growing industry validation, particularly as enterprises accelerate infrastructure updates to capitalize on AI advancements. We'll explore how Nutanix's industry recognition and product...

NiSource Inc. recently announced second-quarter 2025 earnings, reporting US$1.25 billion in sales and a net income of US$102.2 million, alongside a quarterly dividend of US$0.28 per share to be paid on November 20, 2025. The company’s improved sales and earnings, compared to the same period in the previous year, highlight stronger operational performance and ongoing enhancements in its financial stability. We'll assess how NiSource's stronger-than-expected quarterly earnings bolster its...

Alvotech recently reported earnings results for the half year ended June 30, 2025, delivering a net income of US$141.72 million compared to a net loss of US$153.5 million during the same period a year earlier. This sharp shift to profitability, reflected in positive basic and diluted earnings per share, signals meaningful operational improvements and marks a turnaround from earlier losses. We'll explore how Alvotech's return to profitability impacts its investment outlook and future earnings...