U.S. Stock News

Apollo Commercial Real Estate Finance reported second quarter net income of US$20.74 million, down from US$35.79 million a year ago, with basic earnings per share from continuing operations at US$0.12 versus US$0.23 previously. For the six-month period, the company showed a turnaround with net income of US$46.73 million compared to a net loss of US$68.74 million a year prior, supported by improved analyst sentiment and upgrades. Let's examine how Apollo's recent return to profitability and...

In the past week, Moody’s upgraded Enact Holdings, Inc.’s insurance financial strength rating to A2 and its long-term issuer and senior unsecured debt ratings to Baa2, citing disciplined execution and consistent performance since its IPO in 2021. This marks the fourth Moody’s upgrade for Enact since going public, highlighting growing market confidence in the company’s financial position and business model. We’ll explore how this latest Moody's credit rating upgrade shapes Enact Holdings’...

Last month, Johnson Controls International reported third quarter 2025 earnings, posting higher revenues of US$6.05 billion but a significant year-over-year drop in net income to US$701 million, alongside confirming ongoing operational realignment into three geographic segments. An interesting insight is that the company cited one-off items impacting profits, revised its annual guidance to reaffirm mid-single digit organic sales growth, and completed a substantial share buyback tranche...

CVR Partners, LP recently announced a strong second quarter with higher sales and net income, an increased cash distribution of $3.89 per common unit, and the filing of a $49.25 million shelf registration related to an ESOP offering. This combination of financial milestones and corporate actions highlights the company's focus on both rewarding unitholders and supporting future equity initiatives. We’ll explore how the significant dividend hike may shape CVR Partners' investment narrative...

Mueller Industries recently announced that its Board of Directors declared a regular quarterly cash dividend of US$0.25 per share, payable on September 19, 2025, to shareholders of record as of September 5, 2025. While the company reported strong profits, a significant portion stemmed from an unusual US$60 million one-time gain, raising questions about the sustainability of its core earnings. We'll explore how reliance on significant one-time gains affects Mueller Industries' investment...

Maricopa County and KinderCare Learning Companies recently opened the Maricopa County Kids Club, an early learning center in downtown Phoenix offering extended-hours care for county employees' children from infancy through age five. This collaboration highlights an increasing trend where employers invest in on-site child care and flexible benefits to attract and retain top talent. Next, we'll explore how KinderCare's focus on flexible, employer-sponsored child care solutions shapes its...

Rithm Capital Corp. recently reported second quarter 2025 earnings, posting net income of US$311.72 million and diluted earnings per share of US$0.53, and also settled a previously disclosed board-related lawsuit for US$160,000 in attorneys’ fees without admitting any wrongdoing. Additionally, the company filed a broad shelf registration for multiple security types, while recent coverage highlighted the preferred stock’s strong dividend security and asset coverage, making it an area of...

In the past week, Leonardo DRS reported second-quarter results showing sales of US$829 million and net income of US$54 million, both rising from the prior year, while also announcing a share repurchase completion, a raised full-year revenue outlook, and a US$0.09 per share dividend declaration. Alongside improved financial performance and revised guidance, the company highlighted an order backlog of US$8.6 billion, pointing to solid future revenue visibility. We'll examine how Leonardo DRS's...

Thai Airways International Public Company Limited reported second-quarter 2025 earnings, posting revenue of THB 50,997.84 million and net income of THB 12,124.23 million, both up significantly from the previous year. This earnings announcement highlights a very large increase in net income year-over-year, signaling much stronger operational performance for the airline. With revenue growth standing out, we'll explore how this improved financial performance influences Thai Airways...

In late July 2025, Brown & Brown, Inc. filed a shelf registration for approximately US$636.94 million in common stock, with an offering of 6,930,000 shares tied to an Employee Stock Ownership Plan (ESOP). This move signals an increased focus on employee ownership and could affect share supply, capturing investor attention due to its scale and ESOP-related nature. We will examine how this significant ESOP-related share registration may influence Brown & Brown's investment narrative and future...

On August 1, 2025, HighPeak Energy, Inc. amended its credit agreements to extend debt maturities to September 30, 2028, increase total borrowings to US$1.2 billion, and defer quarterly amortization payments for a year. This move provides greater financial flexibility and liquidity, setting the stage for the company to manage upcoming obligations and investment needs more effectively. We’ll explore how the extension of debt maturities and increased credit availability impacts HighPeak...

In the past week, Taylor Morrison Home reported that its order backlog declined 12.7% year-on-year over the past two years, with Wall Street analysts forecasting an 8.2% drop in revenue over the next 12 months as signs of weak demand emerge. This persistent backlog decline highlights potential market saturation and raises concerns about the company's ability to sustain future earnings growth in a challenging housing market. We'll now explore how this sharp decrease in Taylor Morrison's...

In recent announcements, Webster Financial declared quarterly cash dividends on its Series F and Series G Preferred Stock, along with a US$0.40 per share dividend on its common stock, with payments set for August, September, and October 2025. Refreshing analyst upgrades and positive earnings forecasts have accompanied these dividend affirmations, highlighting a period of renewed confidence in Webster's financial outlook and long-term stability. We'll explore how these consistent dividend...

BBB Foods announced that it released its Q2 2025 financial results after market close on August 11, 2025, with analysts estimating revenue of MX$18.17 billion, representing an increase over the previous year. Anticipation around these results is heightened as analysts expect substantial year-over-year revenue expansion, drawing increased attention to the company’s operational momentum. With analysts predicting strong second quarter revenue growth, we'll explore how anticipation ahead of...

In the past quarter, Ternium S.A. reported earnings for the period ended June 30, 2025, showing a return to profitability with net income of US$215 million on sales of US$3.95 billion, compared to a net loss and higher sales a year earlier. While profits rebounded year-over-year, the results were significantly boosted by non-recurring items, leading some observers to question the underlying strength of the company’s operational performance. We'll explore how Ternium's reliance on unusual...

Eastern Bankshares recently appointed Denise LeMay as Senior Vice President, Head of Foreign Exchange and Derivative Sales, bringing over 25 years of expertise in interest rate risk management and complex derivative products to the commercial banking team. Her prior leadership roles in building derivatives programs and guiding clients through transitions like LIBOR to SOFR highlight her depth in market education and risk mitigation for commercial clients. Next, we'll explore how the addition...

In the past week, SAFE announced a new integration with Cisco AI Defense, combining Cisco's AI-powered security telemetry with SAFE's risk management platform to deliver real-time, actionable cyber risk insights for enterprises. This deepening partnership is expected to redefine AI security governance by helping organizations quantify and manage AI-specific vulnerabilities and business impact through integrated safeguards. SAFE's integration of Cisco AI Defense underscores growing industry...

Quantum Computing Inc. announced it has been awarded a contract from the National Institute of Standards and Technology for the design and fabrication of thin-film lithium niobate photonic integrated circuits, and also received a chip order from a leading Fortune 500 science and technology company. This marks QCi’s first direct government contract for TFLN foundry services and highlights the company’s expanding role as a supplier in mission-critical photonic technologies for both federal and...

Service Corporation International announced in the past week that it delivered increased second-quarter sales and net income, reaffirmed annual earnings guidance, approved a quarterly cash dividend of US$0.32 per share, and reported the completion of another tranche in its longstanding share buyback program. Alongside strong earnings, the company’s continued commitment to shareholder returns through dividends and significant share repurchases highlights confidence in its financial position...

89bio, Inc. recently announced its second quarter 2025 earnings results, reporting a net loss of US$111.5 million and providing updates on its late-stage clinical programs for pegozafermin targeting MASH and severe hypertriglyceridemia. An important development is the company’s alignment with the FDA and EMA for accelerated approval pathways and ongoing progress in scaling up commercial production capacity. We’ll explore how updates on pegozafermin’s clinical trial timelines and regulatory...

NMI Holdings, Inc. recently reported its second quarter and first-half 2025 results, posting revenue of US$173.78 million and net income of US$96.15 million for Q2, both higher than the same period last year. The company's improved net income and earnings per share reflect solid operational performance and point to ongoing strength in its core mortgage insurance business. We'll now explore how NMI Holdings' higher revenue and earnings for the latest quarter influence the company's broader...

Hawkins, Inc. recently reported its first quarter 2025 results, showing increased sales to US$293.27 million and a 6% dividend boost, and also announced CEO and CFO participation at Seaport Research Partners' investor conference this August. The company additionally ratified Deloitte & Touche LLP as its independent auditor for the fiscal year, signaling ongoing focus on governance and transparency. We'll now explore how Hawkins' strong quarterly earnings and dividend growth shape its current...

Corcept Therapeutics recently reported its second quarter 2025 financial results, revised full-year revenue guidance to US$850–US$900 million, and completed a substantial share buyback program totaling more than US$146 million as of June 30, 2025. The company's updates highlight ongoing profitability, management confidence, and efforts to support future growth through operational expansion and vendor partnerships. We’ll explore how Corcept’s raised revenue guidance, fueled by its expanding...

Verint Systems recently marked its AI achievements by ringing the Nasdaq opening bell, celebrating a nearly 24% growth in AI annual recurring revenue (ARR) in the first quarter of 2025, with AI-driven ARR now comprising almost half of its total ARR. This underscores how Verint's AI solutions, especially its AI-powered bots used by clients like Volaris and BT Group, are enabling greater automation, cost reduction, and new avenues for customer revenue. We'll explore how Verint's rapid...