U.S. Professional Services Stock News

Ingersoll Rand Inc. reported mixed second quarter results in the past week, showing year-over-year sales growth to US$1.89 billion but a swing from net income to a net loss, alongside updated full year revenue guidance and ongoing share repurchase activity. Management reaffirmed their disciplined M&A focus and capital allocation priorities, underscoring their intent to remain flexible in response to market changes while emphasizing shareholder value creation. We'll examine how Ingersoll...

Indivior recently reported a return to profitability for the second quarter of 2025 and raised its full-year net revenue guidance to a range of US$1.03 billion to US$1.08 billion. The company's updated outlook and improved earnings performance highlighted a turnaround, with net income reaching US$18 million compared to a net loss in the same period last year. We'll explore how Indivior's stronger earnings performance and raised guidance reshape its investment narrative with a focus on...

Natural Resource Partners L.P. recently reported second quarter 2025 earnings, revealing a year-over-year decline in both revenue and net income, but maintained a quarterly cash distribution of US$0.75 per common unit to be paid in August. While financial results highlighted softer operational performance, the decision to keep the dividend steady may reflect management’s focus on rewarding unitholders despite lower earnings. We’ll explore how the continued dividend payments amid decreased...

CorVel Corporation recently reported its first quarter 2025 earnings, revealing an increase in sales to US$234.71 million and net income rising to US$27.24 million compared to the prior year period. An additional highlight is the continued execution of CorVel's share repurchase program, with the company buying back 87,141 shares for US$9.6 million during the quarter. We'll explore how CorVel's improved profit margins combined with active share buybacks influence its investment narrative...

Trinity Industries recently reported its second quarter 2025 results, showing year-over-year declines in revenue and net income, alongside the completion of a significant share repurchase program totaling 2,058,543 shares for US$60.43 million under its buyback announced in December 2022. The company also issued new full-year 2025 earnings guidance, projecting earnings per share of US$1.40 to US$1.60, highlighting management’s expectations amid shifting market conditions. Next, we'll explore...

Trupanion, Inc. reported second quarter and first half 2025 results showing a shift to net income of US$9.41 million and US$7.93 million respectively, compared to net losses during the same periods last year, along with basic earnings per share from continuing operations turning positive. This marks a significant operational turnaround for Trupanion, underscoring a return to profitability after previous periods of losses. We'll consider how Trupanion’s return to profitability reshapes its...

On July 31, 2025, PG&E Corporation reported second-quarter results, showing US$5.90 billion in revenue, stable net income compared to last year, and subsequently lowered its full-year 2025 earnings guidance to a range of US$1.26 to US$1.32 per share. The downward revision in earnings outlook signals a more cautious stance from management despite steady quarterly performance, hinting at ongoing operational or regulatory pressures weighing on longer-term profitability. We will evaluate how...

Pilgrim's Pride Corporation recently announced a special dividend for the second quarter of 2025, with Board approval for a payout totaling approximately US$500 million or US$2.10 per share, following the release of its financial results for the period ended June 29, 2025. The combination of strong year-over-year growth in sales and net income, together with the substantial special dividend announcement, signals management's confidence in the company's financial position and outlook. We'll...

Glaukos Corporation reported strong second quarter 2025 results, with sales rising to US$124.12 million and net loss narrowing to US$19.66 million compared to the same period last year, alongside a raised full-year revenue guidance now projected at US$480–486 million. This performance highlights Glaukos' improving operational efficiency and management confidence, as reflected in their updated revenue outlook and reduced losses over both the quarter and first half of 2025. We'll examine how...

On August 6, 2025, Earnix and Sapiens International announced the launch of the Earnix Price-It Connector for Sapiens IDITSuite, enabling seamless integration of advanced pricing and policy management tools for insurers in EMEA and APAC. This collaboration aims to accelerate insurers' adoption of AI-driven analytics and real-time premium calculations, streamlining operations and supporting more responsive pricing strategies in a rapidly evolving insurance market. We'll explore how...

Winmark Corporation recently announced that longtime board member Jenele C. Grassle will not stand for re-election at the 2026 Annual Meeting, while Keith Credendino, Macy’s Chief Information and Technology Officer, has joined the Board and Audit Committee. This combination of leadership transition and addition of extensive technology expertise represents a potential shift in the company’s governance and future focus. We’ll explore how the addition of executive technology leadership from...

Earlier this month, Motorola Solutions reported record second-quarter 2025 results, with revenue rising to US$2.77 billion and net income reaching US$513 million, while also raising its full-year revenue and earnings forecast following the completed acquisition of Silvus Technologies. A key insight is that strong growth in software and services is supporting a shift toward recurring revenue, while integrating Silvus further expands Motorola's offerings in unmanned systems and public safety...

imPAC Labs recently announced a partnership with Varonis Systems to deliver comprehensive, real-time cloud-data protection and audit readiness through advanced data classification and automated compliance enforcement. This collaboration integrates Varonis' data threat detection capabilities with imPAC Labs' cloud policy engine, enabling unified security controls for sensitive data and AI workload protection across enterprise cloud environments. We'll now explore how this integration and...

Light & Wonder reported its second quarter 2025 results, showing a modest year-over-year dip in revenue to US$809 million but improvement in net income to US$95 million, while also announcing an expansion of its share buyback authorization by US$500 million to a total of US$1.5 billion. This combination of increased profitability and a larger buyback program highlights management’s focus on capital returns and confidence in the company’s ongoing earnings power. We’ll examine how a...

On August 6, 2025, U-Haul Holding Company reported its first quarter financial results, with sales of US$1,292.51 million and revenue of US$1,630.47 million, both higher than the year before, while net income declined to US$142.33 million from US$195.42 million. This mixed performance, rising top-line results alongside lower profitability, offers insight into the company's evolving cost structure and operational challenges. We'll explore how U-Haul Holding’s higher revenue but lower net...

Edison International recently reported its second quarter 2025 results, showing quarterly sales of US$4.54 billion and net income of US$343 million, alongside a slight revision to its annual basic EPS guidance and unchanged core EPS targets. While six-month net income surged to US$1.78 billion from US$428 million a year ago, quarterly earnings per share declined and the company held off on share repurchases during the latest buyback tranche period. We'll explore how the combination of lower...

Omega Healthcare Investors reported second quarter 2025 results on July 31, posting US$282.51 million in revenue and US$136.6 million in net income, both higher than the prior year period. An interesting takeaway is that despite this improvement in profitability, basic earnings per share from continuing operations remained flat year-over-year at US$0.46 for the quarter. We’ll explore how Omega’s improved revenue and income growth may shape its investment narrative given ongoing tenant and...

In late July 2025, Arch Capital Group Ltd. reported second quarter revenue of US$5.21 billion, a rise from the prior year's US$4.23 billion, alongside the opening of two new global capabilities centers in Trivandrum and Pune, India, with another set for Hyderabad, to support over 350 employees. The expansion into India expands Arch Capital Group's access to skilled talent in analytics and technology, aimed at enhancing its insurance, reinsurance, and mortgage insurance businesses...

PureCycle Technologies announced its second quarter 2025 financial results, reporting US$1.65 million in sales and a net loss of US$144.24 million, a substantial increase compared to the same period last year. Despite marginal sales growth, the company saw its net loss grow considerably year-on-year, highlighting mounting challenges in achieving profitability. With the second quarter revealing widening losses, we'll explore what this means for PureCycle Technologies' investment narrative and...

Lucid Group recently reported second quarter 2025 earnings with sales of US$259.43 million and a reduced net loss of US$539.43 million, alongside news that Alaska Energy Metals Corporation announced a new supply chain partnership that includes Lucid Group and other key industry players. The partnership aims to leverage U.S. mineral resources for automotive supply chain independence, highlighting Lucid’s proactive efforts to strengthen domestic sourcing and its operational footing. We'll...

Joby Aviation recently reported that it is preparing for the final assembly of its first conforming electric air taxi aircraft for FAA Type Inspection Authorization flight tests, and expanded its partnership with ANA Holdings to launch a major air taxi joint venture in Japan involving more than 100 aircraft. This marks a major step towards commercial launch and international expansion, highlighting the company's advancing aircraft certification process and growing presence in global urban...

On August 7, 2025, PROG Holdings, Inc. announced that its Board of Directors had declared a quarterly cash dividend of US$0.13 per share, payable on September 4, 2025, to shareholders of record as of August 19, 2025. This dividend declaration indicates the Board's view of the company's financial stability and may be interpreted by investors as a reflection of management’s confidence in ongoing cash flows. We’ll explore how this dividend announcement could affect PROG Holdings’ investment...

nLIGHT, Inc. recently announced second-quarter results, reporting revenue of US$61.74 million and a reduced net loss of US$3.59 million, with strong performance in its aerospace and defense segments. A standout detail is that aerospace and defense now make up over 60% of total sales, supported by significant progress on Department of Defense contracts and new growth opportunities in directed energy markets. We'll review how nLIGHT's record aerospace and defense revenue growth could influence...

In August 2025, Digi International reported third quarter earnings with revenue rising to US$107.51 million and net income advancing to US$10.24 million, while also raising its profit outlook for the full fiscal year despite flat revenue projections and launching a new on-premises device management product. An interesting takeaway is Digi International's continued focus on mergers and acquisitions as its primary use of capital, paired with its ongoing pivot toward subscription-based and...