NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Insight Enterprises (NSIT) Is Down 17.4% After Revenue and Net Income Drop in Q2 2025 – Has The Bull Case Changed?

Insight Enterprises recently reported its second quarter and six-month financial results, revealing that revenue declined to US$2,091.48 million and net income dropped to US$46.93 million for the quarter ending June 30, 2025, compared to the same period last year. The decrease in both earnings per share and overall profitability highlights ongoing pressure on the company's core operations and potential challenges in service and software revenue streams. We'll consider how this decline in...
NYSE:NYT
NYSE:NYTMedia

Could Editorial Oversight Challenges Shape the Long-Term Brand Value of New York Times (NYT)?

Recently, The New York Times acknowledged that a child featured in a front-page Gaza famine report was actually suffering from an unrelated preexisting health condition, prompting criticism of its editorial practices. This correction has sparked a wider conversation about journalistic standards and transparency in high-profile crisis coverage. We'll examine how questions around editorial oversight and transparency factor into The New York Times' long-term investment story. These 18 companies...
NYSE:MHO
NYSE:MHOConsumer Durables

How Investors May Respond To M/I Homes (MHO) Revenue Growth Amid Profit Decline and Aggressive Buybacks

M/I Homes recently reported its second-quarter results, with revenue reaching US$1.16 billion compared to US$1.11 billion a year earlier, but net income and diluted earnings per share both declining year-over-year for the quarter and the first half of 2025. The company completed a substantial share repurchase during the quarter, buying back 882,000 shares for US$100.2 million, representing 3.28% of its outstanding shares under its previously announced buyback program. We'll now examine how...
NYSE:HTGC
NYSE:HTGCCapital Markets

Is Hercules Capital’s (HTGC) Rising Dividend Outpacing Its Underlying Earnings Momentum?

Hercules Capital recently reported second quarter 2025 results, posting revenue of US$137.46 million and net income of US$78.89 million, alongside the announcement of a US$0.47 per share cash distribution that includes a supplemental dividend. Interestingly, while quarterly results reflected significant year-over-year improvement, earnings for the first half of 2025 were slightly below the previous year, revealing a nuanced earnings trajectory despite the dividend increase. With Hercules...
NasdaqGS:BGC
NasdaqGS:BGCCapital Markets

Did Strong Q2 Revenue and Profit Growth Just Shift BGC Group’s (BGC) Investment Narrative?

BGC Group reported second quarter 2025 earnings, revealing revenue of US$784 million and net income of US$57.55 million, both higher than the prior year period. This performance highlights the company’s improved profitability and stronger earnings per share from continuing operations compared to the previous year. We'll examine how BGC Group's substantial year-over-year growth in both revenue and net income shapes its broader investment narrative. This technology could replace computers:...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech (KRYS) Is Up 6.3% After Japan Approves VYJUVEK for At-Home DEB Treatment – Has The Bull Case Changed?

On July 24, 2025, Krystal Biotech announced that Japan's Ministry of Health, Labour and Welfare granted marketing authorization to VYJUVEK for treating wounds in patients with dystrophic epidermolysis bullosa (DEB), starting from birth and allowing both home and healthcare setting administration. This approval marks the first genetic medicine for DEB in Japan and enables patients or their families to administer therapy at home, potentially expanding access and uptake. With VYJUVEK now...
NasdaqGS:LBTY.A
NasdaqGS:LBTY.ATelecom

Liberty Global (LBTY.A) Swings to Net Loss Despite Sales Growth Is Profitability Under Pressure?

Liberty Global Ltd. has announced second quarter and half-year 2025 results, showing sales growth to US$1.27 billion for the quarter and US$2.44 billion for the half year, compared to the prior year. Despite higher revenues, the company reported a very large net loss in both periods, reversing last year's profitability and reflecting a significant change in quarterly financial performance. Next, we’ll explore how this sharp swing to a significant net loss impacts Liberty Global’s ongoing...
NasdaqGS:ENSG
NasdaqGS:ENSGHealthcare

How Raised 2025 Guidance and Strong Q2 Results Will Impact Ensign Group (ENSG) Investors

The Ensign Group recently raised its 2025 earnings and revenue guidance after reporting strong second-quarter results, with net income reaching US$84.4 million and revenue rising to US$1.23 billion for the quarter ended June 30, 2025. This guidance increase reflects robust improvements in operational performance and successful acquisitions, highlighting increased occupancy and an expanding skilled services segment. We’ll explore how management’s raised annual guidance and confidence in...
NasdaqGM:FOLD
NasdaqGM:FOLDBiotechs

Is Amicus Therapeutics' Path Toward Profitability Gaining Credibility After Latest Results and Updated Outlook (FOLD)?

Amicus Therapeutics recently reported second quarter results showing a narrowed net loss of US$24.42 million, compared to US$15.7 million a year ago, and reiterated its full-year revenue growth outlook while confirming expectations for positive GAAP net income in the second half of 2025. While the company continued to report losses, the improvement over the six-month period and management's reaffirmation of guidance suggest growing confidence in their pathway towards profitability. Next,...
NYSE:LH
NYSE:LHHealthcare

The Bull Case For Labcorp Holdings (LH) Could Change Following Launch of AI Tool and EU Assay Approval

Labcorp Holdings recently announced the launch of Test Finder, a generative AI tool developed in partnership with Amazon Web Services, to simplify laboratory test selection for healthcare providers, and also achieved CE-marking in the EU for its PGDx elio tissue complete assay, the first comprehensive solid tumor profiling test approved under the region's new regulations. These developments enhance Labcorp’s position as a technology leader in diagnostics and expand patient access to...
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:BWA
NYSE:BWAAuto Components

Major Electrification Contracts and Higher Capital Returns Could Be a Game Changer for BorgWarner (BWA)

In late July 2025, BorgWarner announced a series of major contract wins with global automakers across electric, hybrid, and combustion platforms, alongside a raised full-year outlook, a 55% dividend increase, and an expanded US$1 billion share buyback authorization scheduled through 2028. These developments highlight BorgWarner's momentum in securing advanced electrification and turbocharger technology business, supporting its transition toward higher-value vehicle components...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Earnings Misses and Rising Revenues Might Change the Case for Investing in Evergy (EVRG)

Wall Street analysts expect Evergy to report a year-over-year decline in earnings for the quarter ended June 2025, even as revenues are projected to rise, with the company's next earnings report scheduled for August 7. Market sentiment has been shaped by Evergy’s recent history of frequently missing earnings estimates, prompting investors to closely watch how actual results compare to expectations. With investor attention fixed on Evergy’s upcoming earnings report and its track record of...
NYSE:FND
NYSE:FNDSpecialty Retail

Should Floor & Decor’s Strong Q2 Results and Raised Guidance Prompt Action From FND Investors?

On July 31, 2025, Floor & Decor Holdings announced second-quarter sales of US$1.21 billion and a net income of US$63.18 million, both higher than the previous year, alongside updated full-year guidance for sales and diluted EPS. The continued growth in both sales and profits highlights ongoing operational momentum, while the new guidance gives investors clearer visibility into the company's expected performance for 2025. We'll explore how the company's improved earnings and updated 2025...
NYSE:SXI
NYSE:SXIMachinery

Standex International (SXI) Up 8.9% After Strong Q4 Results and Upbeat 2026 Outlook—Has the Growth Narrative Shifted?

Standex International reported its fourth quarter 2025 results on July 31, delivering sales of US$222.05 million and net income of US$14.83 million, while also providing upbeat guidance for fiscal 2026 with expectations of higher revenue and margin expansion. The company highlighted contributions from recent acquisitions and robust sales growth in fast-expanding markets, positioning itself for accelerated expansion in key business segments. We’ll examine how Standex’s strong 2026 outlook,...
NYSE:AVNT
NYSE:AVNTChemicals

Will Stronger Q2 Earnings and Margin Expansion Shift Avient's (AVNT) Outlook?

Avient Corporation recently reported its second quarter 2025 earnings, revealing sales of US$866.5 million and net income of US$52.6 million, both higher than the same period last year. A substantial improvement in quarterly net income highlights operational progress, even as the company's year-to-date profits trail last year's levels. We'll explore how these stronger quarterly earnings influence Avient's outlook, particularly in light of anticipated margin expansion and product...
NYSE:PCG
NYSE:PCGElectric Utilities

Did Lowered Earnings Guidance Just Shift PG&E’s (PCG) Near-Term Investment Narrative?

PG&E Corporation recently reported its second-quarter 2025 results, showing relatively stable year-over-year revenue at US$5.90 billion and net income of US$521 million, but also lowered its full-year GAAP earnings guidance to a range of US$1.26 to US$1.32 per share. The reduction in earnings outlook comes despite consistent quarterly earnings, highlighting management’s view of emerging headwinds for the remainder of the year. We’ll explore what PG&E’s updated earnings guidance means for its...
NasdaqGS:TILE
NasdaqGS:TILECommercial Services

Why Interface (TILE) Is Up 17.8% After Boosting 2025 Sales Guidance and Q3 Forecasts

Earlier this week, Interface, Inc. raised its full-year 2025 net sales guidance to a range of US$1.37 billion to US$1.39 billion, up from its previous range, and provided third quarter forecasts for net sales between US$350 million and US$360 million. This updated outlook indicates greater confidence in Interface's ongoing operational improvements and its ability to boost revenue through new initiatives. We'll examine how Interface's increased full-year guidance for 2025 shapes expectations...
NYSE:BRO
NYSE:BROInsurance

Will Brown & Brown’s (BRO) ESOP Equity Move Reveal a Shift in Capital Strategy?

In late July 2025, Brown & Brown, Inc. filed a US$636.94 million shelf registration for 6.93 million shares of common stock, connected to an employee stock ownership plan (ESOP), following its second-quarter earnings results and dividend declaration. This substantial shelf registration highlights the company's ongoing use of equity offerings for employee benefit initiatives, reflecting evolving approaches to capital management and workforce incentives. We'll explore how the ESOP-focused...
NYSE:BAH
NYSE:BAHProfessional Services

Is Booz Allen’s AI-Powered Cybersecurity Push and Major Contracts Changing the Investment Case for BAH?

Booz Allen Hamilton recently announced its first quarter fiscal 2026 results, highlighted by significant net income growth, a record backlog, the launch of its AI-enabled Vellox Reverser™ cloud cybersecurity solution, and major new government contracts, including a five-year US$315 million Air Force award. This combination of expanded AI-driven offerings and continued contract wins reflects Booz Allen's effort to accelerate technology-enabled growth and strengthen its presence in defense and...
NYSE:NIO
NYSE:NIOAuto

How the ONVO L90 Launch and July Deliveries Will Impact NIO (NIO) Investors

NIO Inc. reported that in July 2025, it delivered 21,017 vehicles across its NIO, ONVO, and Firefly brands, bringing total cumulative deliveries to 806,731 as of July 31, 2025. This marks a pivotal moment as the ONVO L90 SUV sold out its initial 10,000-unit batch within hours, and ONVO and Firefly brands now contribute a significant share of monthly deliveries, highlighting robust demand for NIO’s expanding product line. We'll assess how the ONVO L90 SUV's rapid sell-out bolsters NIO'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:WTRG
NYSE:WTRGWater Utilities

Earnings Growth and Dividend Hike Could Be a Game Changer for Essential Utilities (WTRG)

Essential Utilities announced second-quarter 2025 results, revealing year-over-year rises in sales to US$514.91 million and net income to US$107.83 million, alongside a 5.25% increase in its quarterly dividend. The company's earnings growth and higher dividend come as its return on equity aligns with the Water Utilities industry average, but higher debt levels may introduce added risk if borrowing conditions shift. We'll explore how Essential Utilities' strong earnings growth and dividend...
NYSE:O
NYSE:ORetail REITs

Can Realty Income (O) Sustain Dividend Growth Amid Changing Market Expectations?

In recent weeks, Realty Income Corp. has attracted attention for its consistent monthly dividends and long-standing record of dividend growth ahead of its upcoming August 6 earnings report. An interesting feature drawing investor interest is the company's track record of increasing dividends 131 times and maintaining monthly payments for 661 consecutive months. We'll explore how Realty Income's reputation for reliable dividends may impact its investment narrative as it prepares to report...