NYSE:HWM
NYSE:HWMAerospace & Defense

Howmet Aerospace (HWM) Is Down 5.2% After Dividend Hike and Share Buyback Reveal Strong Q2 Results – Has The Bull Case Changed?

Howmet Aerospace recently announced second-quarter 2025 results, reporting revenue of US$2.05 billion and net income of US$407 million, along with a 20% increase to its quarterly dividend and completion of a large share buyback program totaling over 30.5 million shares for US$1.70 billion since 2021. The company’s raised guidance for both full-year and third-quarter revenue, alongside ongoing capital returns, highlights management’s confidence in robust demand from commercial and defense...
NYSE:CMI
NYSE:CMIMachinery

What Cummins (CMI)'s Q2 Profit Growth Despite Lower Sales Means For Shareholders

On August 5, 2025, Cummins Inc. reported its second quarter results, showing sales of US$8.64 billion, slightly lower than the previous year, but with net income rising to US$890 million and diluted earnings per share increasing to US$6.43 over the same period. This profit growth, achieved despite softer revenues, highlights the company's operational efficiency and ability to protect margins even amid challenging market conditions. We'll explore how Cummins' increased net income, despite...
NasdaqGS:ALNY
NasdaqGS:ALNYBiotechs

Does Alnylam’s (ALNY) Upbeat Revenue Forecast Signal Shifting Momentum in Its Long-Term Growth Story?

Alnylam Pharmaceuticals recently reported second-quarter 2025 results, showing revenue of US$773.69 million, an increase from US$659.83 million a year earlier, alongside a net loss of US$66.28 million and a basic loss per share of US$0.51. The company also raised its full-year 2025 net product revenue guidance to US$2.65–2.8 billion and received an analyst upgrade, reflecting growing investor confidence despite ongoing losses. We'll explore how Alnylam's raised revenue guidance could...
NYSE:FICO
NYSE:FICOSoftware

Is FICO’s (FICO) Share Buyback and Guidance Hike a Sign of Confidence or Caution?

In the past week, Fair Isaac Corporation reported higher third quarter revenues and net income, raised its full-year 2025 earnings guidance, and completed a share buyback totaling US$119.91 million. A unique element in the update is the company’s expectation of sequentially lower fourth quarter revenues, attributed to a decrease in point-in-time revenues from Insurance Scores and Software licenses. With the company raising its annual guidance and completing a meaningful share repurchase,...
NYSE:CL
NYSE:CLHousehold Products

What Colgate-Palmolive (CL)'s Lowered Full-Year Sales Growth Outlook Means For Shareholders

Colgate-Palmolive Company recently reported its second quarter 2025 financial results, posting increased sales of US$5.11 billion and net income of US$743 million, along with completing a share repurchase program worth US$257.16 million. An interesting insight is that the company revised its full-year guidance downward for organic sales growth, mainly reflecting its planned exit from private label pet sales and ongoing foreign exchange pressures. We'll now explore how the company's revised...
NYSE:C
NYSE:CBanks

Did Citigroup's (C) Multi-Currency Debt Issuance Just Shift Its Capital Strategy and Investment Narrative?

In late July 2025, Citigroup announced and completed a series of new fixed-income offerings across multiple maturities and currencies, including senior unsecured callable notes in both US dollars and euros, as well as a significant €1.5 billion fixed-to-floating rate note due 2036. This wave of debt issuance highlights Citigroup's efforts to optimize its funding mix, enhance liquidity, and meet investor demand for a range of tenors and structures. We'll explore how these large,...