U.S. Professional Services Stock News

EPAM Systems recently reported its second quarter 2025 results, updated its full-year guidance, and announced the completion of a share repurchase program, having bought back 2,181,000 shares for US$417.69 million. The combination of raised revenue targets and substantial buybacks signals EPAM's focus on both operational execution and returning capital to shareholders. We'll examine how EPAM's stronger revenue outlook and completed buyback program shape its investment narrative and future...

In the past week, Howmet Aerospace reported its second quarter 2025 earnings, showing year-over-year increases in sales to US$2.05 billion and net income to US$407 million, while also raising its full-year revenue guidance to US$8.08–8.18 billion. An interesting aspect is that these robust results and the improved outlook came alongside the completion of a major US$1.70 billion share repurchase program covering more than 30 million shares. We’ll examine how Howmet’s upgraded revenue guidance...

Ducommun Incorporated recently announced its second quarter and six-month results for the period ended June 28, 2025, reporting sales of US$202.26 million and net income of US$12.55 million for the quarter, both higher compared to the same period last year. Net income grew at a much faster rate than sales, indicating improved profitability for Ducommun during both the quarter and year-to-date periods. We'll explore how Ducommun's higher net income growth bolsters its investment narrative and...

Air Products and Chemicals, Inc. recently announced its third quarter and nine-month results for the period ended June 30, 2025, with third quarter sales rising to US$3.02 billion and net income reaching US$713.8 million, while reporting a net loss of US$399.4 million for the nine-month period. This mix of stronger quarterly performance alongside a rare year-to-date net loss highlights shifting momentum in the company’s financial picture for 2025. We’ll explore how the company’s robust third...

In its latest quarterly report released earlier this month, IES Holdings, Inc. announced that for the third quarter ended June 30, 2025, sales totaled US$890.16 million and net income was US$77.23 million, both up compared to the prior year. The company’s ongoing share buyback program, retiring nearly 0.93% of its shares by June 30, reflects a commitment to returning value to shareholders alongside rising earnings. With robust earnings growth highlighted in the latest results, we'll explore...

Schneider National, Inc. recently reported its second quarter and first half 2025 financial results, posting year-over-year increases in both sales and net income, alongside the affirmation of a quarterly cash dividend of US$0.095 per share declared by its Board of Directors. Notably, the company’s basic earnings per share from continuing operations edged higher for both reporting periods, suggesting ongoing profitability improvements heading into the latter half of the year. We’ll explore...

Provident Financial Services recently reported a positive turnaround in its latest quarterly results, posting a net income of US$71.98 million following a previous loss, with improvements attributed to higher interest income and strong loan growth. An important highlight from management was their outlook for continued asset quality improvements and an ongoing commitment to robust credit risk management and interest rate risk controls. Given these results, we'll explore how the turnaround in...

On August 5, 2025, LeMaitre Vascular, Inc. reported second quarter sales of US$64.23 million and net income of US$13.78 million, both up from the comparable period in 2024, and affirmed its quarterly dividend of US$0.20 per share. This combination of earnings growth and a maintained dividend signals management’s confidence in ongoing business performance and financial stability. Following stronger quarterly results and continued dividend payouts, we'll explore how robust sales and earnings...

CDW Corporation recently announced its second-quarter 2025 results, reporting US$5.98 billion in sales, up from US$5.42 billion a year ago, alongside continued share repurchases totaling 900,000 shares for US$155.82 million and a quarterly dividend affirmation of US$0.625 per share. Significantly, CDW has now completed a repurchase of 54.6 million shares, representing 36.21% of its shares, under its multi-year buyback program that began in 2014. We'll explore how CDW's accelerating share...

Hilton Grand Vacations recently reported second-quarter earnings, showing revenue of US$1.27 billion and net income of US$25 million, alongside announcing a new US$600 million share repurchase program and completing the retirement of over 10% of its shares. The move to repurchase and retire a significant amount of shares, combined with improved profitability, suggests a focus on enhancing shareholder returns and balance sheet strength. We'll explore how Hilton Grand Vacations' improved net...

Hancock Whitney recently reported its second quarter 2025 results, showing a 3.2% year-over-year increase in revenue but an earnings per share of US$1.32, which fell short of analyst expectations and reflected a decline in profit margin due to higher expenses. This mixed performance highlights the company's ongoing struggle to balance revenue growth with cost management, even as revenue is forecast to outpace the average annual growth rate of the broader US banking industry over the next...

In early August 2025, Tenable Holdings announced a significant expansion of its Tenable One platform with the introduction of Tenable AI Exposure, a new solution designed to help enterprises manage and control risks related to generative AI tools such as ChatGPT Enterprise and Microsoft Copilot, unveiled at Black Hat USA 2025. This launch directly addresses the growing visibility and governance challenges organizations face as they adopt generative AI, offering unified end-to-end AI risk...

Q2 Holdings, Inc. recently reported second quarter earnings, marking a significant turnaround to profitability with revenue of US$195.15 million and net income of US$11.76 million, compared to a loss last year; the company also updated full-year 2025 guidance, projecting 12 to 13 percent revenue growth. This performance highlights Q2 Holdings' shift from net losses to profitability within a year, underpinned by sustained double-digit revenue growth expectations for 2025. We’ll examine how Q2...

Westlake Corporation recently announced a regular dividend of US$0.53 per share for the second quarter of 2025, payable on September 4 to shareholders of record as of August 19, while also reporting a net loss of US$142 million on sales of US$2.95 billion for the quarter ended June 30, 2025. Despite this quarterly loss and no share repurchases during the period, Westlake's Board continued its dividend distribution, underscoring management's commitment to returning capital to shareholders...

Corpay, Inc. recently reported its second-quarter 2025 results, posting increased sales of US$1.10 billion and net income of US$284.17 million, as well as raising its full-year earnings guidance. Additionally, Corpay announced a collaboration with Circle Internet Group to expand access to stablecoin payments, indicating ongoing technology innovation within its global payment channels. We’ll explore how Corpay’s strong quarterly results alongside stablecoin integration may alter its...

Kimco Realty reported strong second quarter 2025 results, with revenue reaching US$525.18 million and net income increasing to US$162.99 million, and raised full-year earnings guidance while completing a share buyback program and affirming dividends on both common and preferred shares. The mix of improved financial performance and enhanced shareholder returns highlights both operational momentum and a commitment to capital return initiatives. We'll explore how Kimco's raised annual earnings...

Yum China Holdings recently released its second quarter 2025 results, reporting year-over-year increases in sales, revenue, and net income, alongside announcements of a US$0.24 per share cash dividend, continued share buybacks, and the appointment of a new board director. The addition of Zhe (David) Wei to the board brings extensive experience in private equity, e-commerce, and retail, potentially influencing the company’s strategic direction. With Yum China Holdings affirming its dividend...

Highwoods Properties recently completed a recast of its US$200 million unsecured bank term loan, extending the maturity from May 2026 to January 2029 and introducing a sustainability-linked interest rate adjustment based on greenhouse gas emissions reductions. This extension and the sustainability-linked feature highlight the company's commitment to balancing financial flexibility and environmental responsibility in its capital structure. We’ll examine how extending debt maturities with...

Louisiana-Pacific Corporation recently reported second quarter 2025 earnings, issued updated financial guidance for the third quarter and full year, completed a share repurchase tranche, and affirmed a quarterly dividend of US$0.28 per share payable on August 29, 2025. The release highlighted a significant year-over-year decrease in net income and sales, even as the company projects growth in its siding segment and continues its dividend payments. We'll examine how the company's projected...

Neurocrine Biosciences recently reported its second quarter 2025 results, showing revenue of US$687.5 million and net income of US$107.5 million, both higher than the same quarter last year; the company also completed a share buyback and participated in Canaccord Genuity’s 45th Annual Growth Conference in Boston. The company's significant year-over-year increases in revenue and earnings signal ongoing demand for its neurology products and impact from expanded payer access and product...

Earlier this month, SS&C Technologies Holdings announced the launch of SS&C Black Diamond Wealth Solutions, an expanded platform now serving over 800,000 active users across more than 3,000 firms managing over US$3.6 trillion in assets, alongside two long-term client agreements with Wesleyan Assurance Society and Western & Southern Financial Group for wealth and investment administration services. This suite of developments highlights SS&C Technologies Holdings' momentum in expanding its...

MACOM Technology Solutions Holdings, Inc. recently released strong third-quarter results, reporting US$252.08 million in sales and US$36.53 million in net income, alongside issuing revenue guidance of US$256 million to US$264 million for the fiscal fourth quarter ending October 3, 2025. In addition, the company announced the upcoming retirement of longtime board member Susan Ocampo, clarifying her decision was not related to any corporate disagreements. The combination of robust quarterly...

Valmont Industries recently completed two significant share buyback programs, retiring a combined total of 1,721,023 shares and spending approximately US$433.94 million between March and June 2025. This substantial reduction in share count highlights management’s approach to capital allocation and may reinforce perceptions of underlying business confidence among investors. We will now explore how these completed share repurchases could influence Valmont Industries’ investment narrative,...

Ingram Micro Holding Corporation recently reported its second quarter 2025 earnings, with sales rising to US$12.79 billion while net income fell to US$37.83 million; the company also announced a 2.6% increase in its quarterly dividend and issued new guidance for the next quarter. While sales growth outpaced last year's results, the company's earnings per share and net income showed decreases, highlighting margin pressures despite increased revenue. With the dividend increase as a focal...