U.S. Professional Services Stock News

During the second quarter of 2025, Steel Dynamics reported a 4% increase in steel shipments and a 6% rise in ferrous scrap shipments, while progressing with its recycled aluminum mill and initial aluminum coil production. This marks a significant push into aluminum, positioning the company to serve a broader range of industries despite recent operational and cost headwinds. Now, we'll consider how Steel Dynamics' increased steel shipments and aluminum production impact the company's...

D-Wave Quantum reported second quarter 2025 earnings with sales of US$3.1 million, up from US$2.18 million last year, but posted a net loss of US$167.33 million and basic loss per share of US$0.55. D-Wave also launched a new open-source quantum AI toolkit, aiming to advance quantum machine learning, while collaborating on successful quantum AI projects in drug discovery and protein-DNA binding. We'll now explore how the launch of D-Wave's quantum AI toolkit could reshape its investment...

On July 30, 2025, S&T Bancorp's board approved a cash dividend of $0.34 per share, up 3% from the previous year, payable August 28 to shareholders of record as of August 14. This dividend increase signals ongoing board confidence in S&T Bancorp’s financial resilience and commitment to rewarding shareholders. We'll explore how the higher dividend payout reflects S&T Bancorp's capital discipline and what it could mean for the company's investment narrative. Find companies with promising cash...

International Seaways reported its second-quarter 2025 results, revealing that revenue fell to US$195.64 million and net income dropped to US$61.65 million compared to the previous year; the company also announced both a US$0.65 supplemental dividend and a US$0.12 regular quarterly dividend, both to be paid in September 2025. Despite the weaker earnings, the Board's decision to declare a supplemental dividend stands out as a signal of confidence in the company's ongoing capital return...

Skyward Specialty Insurance Group reported its second-quarter and half-year 2025 earnings, posting revenue of US$319.9 million and US$648.43 million for the periods ended June 30, alongside net income of US$38.84 million and US$80.9 million, respectively, both higher than the prior year. Year-over-year growth in both revenue and net income suggests the company's operational and underwriting performance has gained meaningful momentum in a competitive specialty insurance market. We'll explore...

Udemy recently announced the appointment of Ramji Sundararajan as President of Consumer, adding to momentum from strong second quarter 2025 results that showed US$199.88 million in revenue and GAAP profitability, along with updated positive guidance for the remainder of the year. This leadership hire highlights a renewed focus on consumer subscription growth and AI-powered personalization as Udemy continues to expand its global learning marketplace. Next, we'll explore how Sundararajan's...

Boot Barn Holdings recently reported first quarter results, delivering US$504.07 million in sales and net income of US$53.41 million, alongside new guidance projecting second quarter and fiscal year sales growth, margin expectations, and continued same store sales momentum across both retail and e-commerce channels. The company also completed a share repurchase program and expects e-commerce same store sales to outpace in-store results for both the upcoming quarter and full year,...

Navitas Semiconductor recently announced second-quarter 2025 results, reporting US$14.49 million in sales and a net loss of US$49.08 million, with management providing cautious revenue guidance for the third quarter due to China tariff risks and a more selective mobile business approach. Additionally, Xiaomi revealed that its upcoming 90W GaN charger will use Navitas' GaNSense Control ICs, highlighting continued traction in consumer power applications despite broader operational...

Zillow Group recently reported second quarter results with a return to profitability, sales of US$641 million, and raised its full-year 2025 revenue growth expectations to the higher end of its previous outlook. The company also completed another tranche of its buyback program, repurchasing over 2.3 million shares in the last quarter, indicating ongoing shareholder-focused initiatives. We'll explore how Zillow's raised full-year revenue guidance could shift the company's investment narrative...

Earlier this month, Starbucks Corporation filed an omnibus shelf registration, enabling the company to offer various securities such as debt, common and preferred stock, warrants, and units in the future. This move provides Starbucks with flexible financing options, positioning the company to capitalize on operational improvements highlighted by increased analyst optimism. Given renewed analyst confidence in Starbucks’ turnaround strategies and financial progress, we’ll explore the impact on...

Cheniere Energy Partners, L.P. recently reported second-quarter 2025 earnings, with revenue rising to US$2.46 billion but net income falling to US$553 million compared to the previous year. Although the company reaffirmed its full-year distribution guidance of US$3.25–US$3.35 per common unit, lower LNG volumes and higher operating costs contributed to a decline in profits. We’ll assess how increased operating costs impact Cheniere’s investment narrative amid steady distribution guidance and...

On August 8, 2025, Sunoco LP amended its credit agreement to allow up to US$2 billion in reserved cash for the Parkland Acquisition to be excluded from its net leverage ratio calculation, while also recently reporting significantly lower second-quarter earnings with sales dropping to US$5.39 billion and net income at US$86 million compared to much higher figures a year earlier. This combination of materially weaker earnings and financial adjustments connected to a major acquisition signals...

In its most recent update, Savers Value Village reported second quarter sales of US$417.21 million and net income of US$18.92 million, both higher than the same period last year, and raised its full-year guidance for net sales and net income. The company also announced plans to open 25 new stores in fiscal 2026 and completed share repurchases totaling more than 5 million shares under its buyback program. We'll examine how stronger sales and increased full-year guidance could shape Savers...

Adams Diversified Equity Fund, Inc. reported its earnings for the half year ended June 30, 2025, posting revenue of US$17.31 million and net income of US$199.97 million. This significant gap between revenue and net income highlights the influential role of non-operating gains or investment activity on the Fund’s results. We’ll explore how these earnings, particularly the impact of investment performance on net income, shape the Fund’s broader investment narrative. The latest GPUs need a type...

BWX Technologies, Inc. announced past second quarter and year-to-date results with sales of US$764.04 million and US$1.45 billion, alongside a quarterly net income increase from the prior year, and raised its 2025 annual revenue guidance to US$3.1 billion. The company's Board also affirmed a US$0.25 quarterly dividend and appointed Mike T. Fitzgerald as Chief Financial Officer, signaling stable leadership amid ongoing financial growth. Let’s examine how BWX Technologies’ stronger quarterly...

In the past week, Teradata Corporation announced its second quarter 2025 earnings, reporting revenue of US$408 million and net income of US$9 million, both lower than the previous year, but surpassing analyst expectations for revenue and non-GAAP profit. The company highlighted increased customer adoption of its AI-powered hybrid data platforms and raised its full-year adjusted EPS guidance, emphasizing momentum in its AI-driven product offerings as key future growth drivers. We'll assess...

Brookfield Infrastructure Partners reported its second quarter 2025 results, posting sales of US$5.43 billion and reducing its net loss to US$6 million compared to the previous year, while also announcing a 6% increase in its quarterly distribution to US$0.43 per unit, with affirmations for several preferred dividends. This combination of stable operating results and a higher distribution marks a continued focus on shareholder returns despite only modest changes in net profitability. We'll...

Astrana Health, Inc. reported its second quarter 2025 results, with revenue rising to US$654.81 million from US$486.27 million a year earlier, while net income decreased to US$9.42 million from US$19.17 million. The completion of the Prospect Health acquisition and a significant upward revision of full-year revenue guidance reflect Astrana Health’s focus on expanding its provider network and accelerating growth in value-based care. We’ll examine how Astrana’s substantial increase in...

On July 31, 2025, Huntsman Corporation announced that its Board of Directors declared a US$0.25 per share cash dividend, payable on September 30, 2025, to shareholders of record as of September 15, 2025, while also reporting a year-over-year decline in second quarter sales and a net loss of US$158 million. Despite ongoing dividends, the swing to a net loss reflects the current earnings pressure faced by the company during this period. We'll examine how Huntsman's decision to maintain its...

Applied Digital Corporation reported its fourth quarter and full year results for the period ending May 31, 2025, with quarterly revenue rising to US$38.01 million from US$26.9 million year-over-year and a net loss that narrowed to US$52.54 million for the quarter, but widened to US$233.68 million for the full year. Despite increased annual revenue, the company's full-year losses deepened, reflecting both higher scale and notable cost or investment pressures as it pursues growth in digital...

Vertex, Inc. recently reported its second-quarter and six-month earnings for 2025, showing revenues of US$184.56 million and US$361.62 million, respectively, with the quarter reflecting a small net loss despite year-over-year revenue growth. While demand for Vertex's solutions remains robust, the company lowered its full-year 2025 revenue guidance due to lengthened sales cycles and delayed customer decision-making, highlighting external pressures on near-term growth. We’ll examine how...

On August 1, 2025, Chemed Corporation announced a 20% increase in its quarterly cash dividend to US$0.60 per share and expanded its equity buyback authorization by US$300 million, raising the total to US$2.75 billion. While these shareholder return initiatives signal management's confidence, they come just after the company reported softer quarterly earnings in the face of persistent margin and reimbursement pressures affecting the broader industry. We'll assess how expanding the buyback...

Arthur J. Gallagher & Co. recently reported its second quarter 2025 results, with revenue rising to US$3.22 billion and net income reaching US$365.8 million, both up from the same period last year; the company also reaffirmed its regular quarterly cash dividend. Despite having an existing share repurchase authorization, Arthur J. Gallagher did not buy back any shares in the latest reported period, highlighting a focus on reinvestment and capital returns via dividends instead of...

ArcBest Corporation recently reported results for the second quarter and first half of 2025, showing year-over-year declines in sales to US$1,022.26 million and net income to US$25.81 million for the quarter, alongside completion of a share buyback covering nearly 27% of total shares since 2003. This demonstrates how operational and profitability pressures have persisted, even as the company continued to repurchase shares in support of shareholder value. We'll explore how ArcBest’s softer...