U.S. Semiconductors Stock News

RXO, Inc. recently announced its second quarter 2025 results, reporting sales of US$1.42 billion, up from US$930 million a year earlier, alongside a net loss of US$9 million compared to US$7 million in the same period last year. Despite ongoing revenue growth, RXO's net losses have widened, highlighting the company's challenge in converting higher sales into improved profitability. We'll examine how RXO's strong sales performance but expanding losses may shift the company's investment...

In early August 2025, Quanta Services completed a US$1.5 billion multi-tranche debt offering, issuing senior notes maturing in 2028, 2031, and 2035 with fixed interest rates, shortly after reporting improved second-quarter earnings and raising its annual guidance. This move highlights Quanta's focus on active capital management, using the proceeds to refinance existing debt and potentially support ongoing growth initiatives. With the company's recent large-scale debt issuance following a...

Earlier this month, ACI Worldwide reported second quarter 2025 results with revenue of US$401.26 million, exceeding analyst expectations, and raised its full-year 2025 revenue guidance to a range of US$1.71 billion to US$1.74 billion following strong year-to-date growth. Alongside robust financials, ACI Worldwide completed a significant share repurchase, retired millions of shares, and advanced its next-generation payments platform to capitalize on digital payments trends and regulatory...

On August 7, 2025, Brightstar Lottery PLC announced it was awarded a seven-year contract to deploy its Aurora™ retail central system and cloud-based software for Sachsische Lotto-GmbH in Saxony, Germany, following a competitive procurement process. This agreement expands Brightstar's European footprint, offering cloud-enabled technology that may strengthen long-term revenue opportunities and international relationships. We'll explore how this long-term contract in Germany could influence...

On August 7, 2025, UWM Holdings Corporation announced its second quarter results, reporting revenue of US$758.7 million and net income of US$22.91 million, both higher than the prior year, along with third quarter guidance of production between US$33 billion and US$40 billion and a gain margin of 100 to 125 basis points; the company also affirmed a US$0.10 per share cash dividend for October 2025. The combination of stronger year-over-year earnings, forward-looking operational guidance, and...

Immunovant reported its first quarter fiscal 2026 results, with a net loss of US$120.61 million and the initiation of two potentially registrational clinical trials for IMVT-1402 in Graves' disease and Sjögren's disease. The company's guidance on upcoming key data readouts and its financial position to fund operations through the expected Graves' disease data in 2027 highlight forward momentum in its clinical pipeline. We’ll explore how the launch of potentially registrational clinical...

Acushnet Holdings Corp. recently reported improved quarterly and half-year earnings, announced increased quarterly dividends, and completed a sizeable share repurchase program, all unfolding in August 2025. These actions reflect the company's ongoing commitment to returning capital to shareholders while highlighting its confidence in operational performance and financial health. We will explore how Acushnet's earnings growth and shareholder-friendly initiatives may shape the company's...

Mountain West Commercial Real Estate recently announced an alliance with Newmark Group, creating Newmark Mountain West to expand commercial real estate services across Utah, Idaho, Wyoming, Montana, and Nevada. This collaboration brings together Mountain West's established regional expertise with Newmark's global resources, positioning the new entity to complete complex transactions and broaden client offerings throughout the Intermountain West. We'll examine how Newmark's expanded regional...

Two Harbors Investment recently reported quarterly results that missed analyst expectations for both revenue and earnings, with tangible book value per share also falling short. While the entire thrift and mortgage finance sector underperformed, Two Harbors’ results were particularly weak compared to peers who posted strong quarters. We’ll explore how Two Harbors’ weaker performance and sector-wide challenges could impact the company’s investment narrative going forward. Uncover the next big...

Kirby Corporation announced its second quarter 2025 results, reporting revenue of US$855.46 million and net income of US$94.28 million, with continued progress on share repurchases and new barge and towboat acquisitions bolstering operational capacity. A notable insight is Kirby's ongoing focus on disciplined capital allocation, balancing shareholder returns with investments in fleet expansion and pursuit of acquisition opportunities. We'll explore how Kirby's recent earnings growth and...

Cousins Properties reported second-quarter 2025 results with revenue of US$240.13 million and net income of US$14.48 million, both higher than the same period last year, and announced the acquisition of The Link, a 292,000-square-foot office property in Dallas for US$218 million. The Link acquisition expands Cousins' footprint in a key Sun Belt market and brings a high occupancy asset with a weighted average lease term of over nine years into its portfolio. We'll explore how the strong...

Ingredion recently raised its full-year 2025 earnings guidance after reporting stronger second-quarter results, including net income of US$196 million and diluted earnings per share from continuing operations of US$2.99, despite a slight decline in sales compared to the previous year. The company's improved outlook was supported by substantial growth in its Texture & Healthful Solutions segment and operational efficiency gains, underscoring its ability to offset pricing and currency...

On August 6, 2025, PVH Corp., owner of the Calvin Klein and Tommy Hilfiger brands, announced the Board's Executive Committee declared a quarterly cash dividend of US$0.0375 per share, payable September 24 to shareholders of record on September 3, 2025. Alongside this, optimism is rising as PVH has a positive Earnings ESP and continues its streak of outperforming recent earnings estimates, with the next earnings report due August 26, 2025. We will examine how growing investor optimism for a...

Supernus Pharmaceuticals recently reported its second quarter 2025 results, showing slightly lower revenue at US$165.45 million but higher net income of US$22.5 million year-over-year, and also raised its full-year revenue guidance to a range of US$670 million to US$700 million while projecting a wider operating loss largely due to the Sage acquisition. An important dimension of this announcement is that, despite the increased revenue outlook, the company now anticipates a greater operating...

Charles River Laboratories International reported its second quarter 2025 results, showing revenue of US$1,032.14 million, a year-over-year increase, but with net income and earnings per share for the quarter and year-to-date both decreasing compared to the prior period. Amid these earnings results, the company narrowed its revenue and earnings guidance for 2025, indicating a smaller expected revenue decline than previously forecast, while also highlighting international revenue growth and a...

On August 8, 2025, the Board of Directors at Badger Meter authorized an 18% increase in its quarterly common stock dividend to $0.40 per share, payable September 5, 2025 to shareholders of record as of August 22, raising the annual dividend rate to $1.60 per share. This dividend increase, paired with Badger Meter’s strong return on capital employed and business investment growth, underscores management's confidence in the company’s ongoing financial health and commitment to rewarding...

During the second quarter of 2025, Avis Budget Group completed its long-standing share repurchase program, buying back a total of 83,626,152 shares for US$7.36 billion, although no shares were repurchased between April and June 2025. Meanwhile, Avis continued to contend with operational headwinds such as vehicle recalls and delivery delays, while also expanding premium services with the rollout of Avis First and deepening its partnership with Waymo in autonomous vehicle fleet...

In the past week, IPG Photonics Corporation completed a share buyback program totaling 3,600,367 shares for US$279.93 million and reported second-quarter 2025 earnings, highlighting year-over-year declines in both revenue and net income. Alongside these updates, new leadership appointments were announced to strengthen human resources, global laser systems, and component management, signaling a renewed focus on advancing growth, innovation, and operational capability across the company. We'll...

In recent weeks, Science Applications International Corporation (SAIC) and its partners have announced several major developments, including a multi-year AI-at-the-edge alliance with Google Public Sector and significant U.S. government contract awards, such as a US$202 million Navy training deal and a key Air Force intelligence modernization contract. These initiatives not only strengthen SAIC’s position in the defense and federal technology sectors, but also highlight the company’s...

AST SpaceMobile announced that it plans to deploy 45 to 60 fully funded satellites by 2026, aiming to deliver continuous broadband service across the U.S., Europe, Japan, and other key markets, and reported second-quarter 2025 results with US$1.16 million in sales and a net loss of US$99.39 million. This move reflects AST SpaceMobile’s ambition to serve smartphones directly with space-based broadband, backed by existing satellite launches and expectations for substantial revenue growth in...

DoubleVerify Holdings recently reported its second quarter 2025 results, posting sales of US$189.02 million and a net income of US$8.76 million, while also issuing raised full-year revenue guidance and updated third quarter forecasts. Alongside its financial update, DoubleVerify expanded its AI-powered brand suitability measurement tools on Meta platforms, offering advertisers broader transparency and enhancing content control in thirty unique content categories across Facebook and Instagram...

Janux Therapeutics recently announced the dosing of the first patient in its TRACTr collaboration program with Merck, triggering a US$10 million milestone payment and highlighting clinical progress across its pipeline, including Phase 1 trials for JANX007 and JANX008. This milestone underscores the continued momentum in Janux’s innovative bispecific product pipeline for oncology and potential therapies for autoimmune diseases. We'll explore how clinical progress and milestone payments from...

Earlier this month, Surgery Partners reported second quarter 2025 earnings with US$826.2 million in sales and a net loss of US$2.5 million, while also reaffirming full-year revenue guidance and announcing that Wayne S. DeVeydt resigned as Executive Chairman, replaced by Blair E. Hendrix. Despite increased net losses for the first six months, the company emphasized stability by maintaining its 2025 revenue outlook and adjusting board leadership, moves that could influence confidence among...

Astec Industries announced its second quarter 2025 results, reporting US$330.3 million in sales and a swing to net income of US$16.7 million from a net loss in the prior year, alongside a new shelf registration for over US$52.8 million in common stock. Despite a year-over-year drop in quarterly sales, the company's turnaround to profitability suggests improved cost control or operational efficiency played a crucial role this period. We’ll examine how Astec Industries’ return to profit after...