NYSE:OKLO
NYSE:OKLOElectric Utilities

Oklo’s (OKLO) New Power Partnerships Might Change the Case for Investing in Next-Gen Data Centers

Oklo Inc. recently announced two major partnerships with Liberty Energy and Vertiv to co-develop integrated nuclear-powered solutions for data centers, combining advanced reactor technology, natural gas power, and modular energy management systems. This collaboration is poised to address the rapidly rising energy and cooling needs of hyperscale and AI-focused data centers, showcasing a flexible transition path from conventional to zero-carbon nuclear power. We'll examine how Oklo's...
NasdaqGM:IESC
NasdaqGM:IESCConstruction

Will IESC’s Latest Earnings Reveal Shifts in Its Competitive Edge Across Key End Markets?

IES Holdings, Inc. recently reported its fiscal 2025 third quarter results before the market opened on August 1, 2025, detailing its performance across integrated electrical and technology systems for various end markets in the United States. With more than 9,000 employees and a footprint in data centers, residential, commercial, and industrial sectors, the company's periodic earnings releases tend to draw heightened attention from investors and analysts seeking clarity on operational...
NYSE:PNR
NYSE:PNRMachinery

Does Pentair's (PNR) Upbeat Outlook and Acquisition Ambitions Signal a New Growth Strategy?

Pentair recently released its second quarter results, reporting sales of US$1,123.1 million and net income of US$148.5 million, and updated its full-year 2025 guidance to reflect higher projected earnings and slightly increased sales versus the prior year. The company also completed a major share repurchase tranche and signaled readiness to pursue bolt-on acquisitions, underlining management's continued focus on cash generation, capital returns, and disciplined growth opportunities. We'll...
NYSE:MMS
NYSE:MMSProfessional Services

Does a Major Air Force Contract Signal a Digital Shift for Maximus (MMS)?

In July 2025, Maximus announced a new US$77 million contract award from the United States Air Force Life Cycle Management Center to deliver cybersecurity and cloud-based services, alongside the renewal of its role as West Virginia’s Medicaid and CHIP enrollment broker. This combination of federal and state contract wins not only reinforces Maximus’s presence in key government service domains but also highlights its expanding capabilities in digital security and cloud integration for public...
NasdaqGS:STGW
NasdaqGS:STGWMedia

Can Stagwell's (STGW) Growth Guidance Offset Concerns About Its Profitability Trajectory?

Stagwell recently reported its second quarter 2025 earnings, posting US$706.82 million in sales and a net loss of US$5.26 million, while also reaffirming expectations for approximately 8% total net revenue growth for the year. Despite recording a larger net loss for both the second quarter and first half, Stagwell’s reiterated full-year growth guidance underscores its confidence in ongoing business momentum. We'll now explore how Stagwell's reaffirmed outlook for 2025 net revenue growth may...
NasdaqGS:ALHC
NasdaqGS:ALHCHealthcare

Alignment Healthcare (ALHC) Is Up 18.4% After Profit Surprise and Higher 2025 Revenue Outlook – What’s Changed

Earlier this week, Alignment Healthcare reported second-quarter 2025 results, posting revenue of US$1.02 billion and net income of US$15.67 million, and raised its full-year revenue guidance to US$3.91 billion. The company delivered a GAAP profit, improved operating margins, and upgraded its revenue outlook, reflecting operational gains and stronger financial performance compared to the previous year. We’ll examine how Alignment Healthcare’s transition to profitability and upgraded guidance...
NYSE:KBR
NYSE:KBRProfessional Services

Lowered Long-Term Revenue Outlook Might Change the Case for Investing in KBR (KBR)

In the past week, KBR announced it has lowered its revenue guidance for fiscal years 2025 and 2027, revising its 2025 outlook to US$7.9 billion–US$8.1 billion and its 2027 target to at least US$9 billion, both notably below prior expectations. This revision comes despite KBR securing new contracts in the Middle East, highlighting changing expectations for the company's longer-term growth trajectory. We'll now look at how KBR's reduced long-term revenue guidance could shape its investment...
NYSE:FSS
NYSE:FSSMachinery

Why Federal Signal (FSS) Is Up 17.8% After Raising 2025 Sales and Earnings Guidance

Federal Signal Corporation recently reported record second-quarter results, surpassing analyst expectations with US$564.6 million in revenue and an increase in net income to US$71.4 million, and raised its full-year 2025 net sales guidance to a new range of US$2.07 billion to US$2.13 billion. Management’s confidence in sustained operational improvements was further reflected by an increased adjusted earnings per share outlook, driven by strength in both its Environmental Solutions and Safety...