U.S. Semiconductors Stock News

Packaging Corporation of America recently reported second quarter 2025 results showing US$2.17 billion in sales and net income of US$241.5 million, both up from a year earlier, and issued third quarter earnings guidance of US$2.80 per share, excluding special items. This announcement highlights consistent year-over-year growth in both revenue and profit, as well as management's expectations for continued earnings strength into the coming quarter. We'll explore how the company's increased...

Lincoln Electric Holdings recently reported second quarter 2025 earnings, with net income reaching US$143.4 million on sales of US$1,088.67 million, both up from the prior year, and announced the completion of a multi-year share repurchase program totaling approximately US$811.77 million for 7.84% of outstanding shares. Analysts responded by raising revenue and earnings forecasts for the company, as the outperformance against expectations strengthened market confidence in Lincoln Electric’s...

TTM Technologies recently reported second-quarter 2025 results, with sales growing to US$730.62 million and net income rising to US$41.53 million, supported by strong demand in aerospace, defense, data center computing, and networking markets. The company also announced CEO Thomas T. Edman’s planned retirement after leading a period of significant transformation, facility expansion, and increased focus on high-growth technology sectors. We’ll examine how TTM’s record first-half sales and new...

TechnipFMC recently reported second-quarter 2025 earnings, highlighting year-over-year growth with revenue reaching US$2.53 billion and net income rising to US$269.5 million, alongside the completion of a major share buyback and confirmation of its quarterly dividend. These developments show the company's focus on both financial performance and returning value to shareholders through consistent buybacks and dividends. We'll explore how TechnipFMC's strong earnings performance and ongoing...

In recent news, Leonardo DRS announced the completion of a share buyback, raised its annual revenue guidance, affirmed a quarterly dividend of US$0.09 per share, and reported strong second-quarter results with sales and net income increasing compared to the previous year. The company’s strengthened outlook was highlighted by improved sales and earnings figures, suggesting increased operational momentum and management confidence in business performance. We’ll assess how Leonardo DRS’s...

MakeMyTrip Limited recently announced its earnings for the first quarter ended June 30, 2025, revealing increased revenue at US$268.85 million and net income at US$25.92 million compared to the same period last year. Despite a decrease in sales, the company achieved higher profits and improved earnings per share, signaling enhanced operating efficiency over the past year. We'll explore how MakeMyTrip's increased net income and rising earnings per share may reshape the company's investment...

Aramark’s Board of Directors recently approved a quarterly dividend of US$0.105 per share, payable to shareholders of record as of August 6, 2025, with payment scheduled for August 20, 2025. This dividend announcement highlights management’s confidence in the company’s ongoing financial stability and commitment to returning value to shareholders. We’ll now examine how this dividend decision shapes Aramark’s investment narrative, particularly its implications for shareholder value and cash...

Hut 8 Corp. recently released an operations update highlighting progress on energizing new infrastructure at its Cedarvale site and advancing commercialization efforts for its 205-megawatt Texas Panhandle project, both aimed at strengthening its low-cost operations model. The company's clear timeline for expanding and upgrading to next-generation ASICs reflects an intensifying focus on operational efficiency and future-ready capacity. We'll examine how the successful energization of new...

In the past week, Alphatec Holdings reported its second-quarter 2025 earnings, posting US$41.14 million in net loss while raising its full-year revenue guidance to US$742 million, now anticipating 21% annual growth. The company highlighted significant advancements in surgical technologies, including robotics and imaging, as key contributors to its improved outlook and strengthened market position. We will explore how Alphatec's raised revenue expectations, driven by strong surgical revenue...

FirstCash Holdings recently reported second-quarter 2025 results, highlighted by increased net income to US$59.81 million and an 11% quarterly dividend increase to US$0.42 per share, along with reaffirmed positive earnings guidance for the year. This performance occurred despite nearly flat year-over-year revenue, signaling resilience in the company's core pawn lending and retail services business. We'll examine how the significant dividend increase highlights management's confidence in...

Molina Healthcare recently issued updated earnings guidance for 2025 through 2027, projecting premium revenue targets of US$42 billion for 2025, US$46 billion for 2026, and at least US$52 billion for 2027, while reporting strong second-quarter revenue growth despite a reduction in net income compared to the previous year. While the company confirmed these ambitious long-term growth targets, there were no share repurchases conducted under its authorized buyback program during the latest...

Generac Holdings recently announced second quarter 2025 results, reporting US$1.06 billion in sales and net income of US$74.02 million, both increases from the prior year, alongside an updated full-year sales growth guidance of 2% to 5% and a completed share buyback tranche. The company's decision to narrow its sales growth guidance range and complete further share repurchases highlights management’s response to operational outperformance and evolving market conditions, including lower...

In the past week, UMB Financial Corporation announced strong second quarter 2025 results, posting net interest income of US$467.02 million and net income of US$217.39 million, both up substantially from a year ago. The company also reported a significant reduction in net charge-offs compared to the prior quarter, highlighting improvements in credit quality, particularly in the loans acquired from HTLF. We'll review how UMB Financial's increased earnings and better credit performance could...

In late July 2025, Akamai Technologies partnered with Aqua Security to create an integrated solution that protects enterprise AI applications from development to deployment, addressing threats such as prompt injection and model manipulation across cloud, hybrid, and edge environments without requiring code changes. This collaboration combines Akamai’s Firewall for AI with Aqua’s runtime defense, offering organizations comprehensive visibility, control, and real-time threat mitigation as AI...

First Horizon Corporation recently announced board-approved quarterly cash dividends for both its common and multiple preferred shares, including a US$0.15 per common share dividend payable in October 2025. The diverse dividend affirmations underscore the company’s ongoing focus on shareholder returns and indicate confidence in earnings sustainability, backed by a moderate payout ratio and consistent earnings growth. Next, we'll explore how First Horizon’s continued dividend payments reflect...

Dorman Products recently reported second quarter 2025 results showing US$540.96 million in sales and US$58.71 million in net income, both rising from last year, and raised its full-year earnings and sales growth guidance. Management attributed the improved performance and outlook to strong demand in its Light Duty business segment, as well as successful cost-saving and supply chain initiatives that boosted margins. We will explore how Dorman Products' increased annual earnings guidance,...

Corebridge Financial reported second quarter 2025 results showing revenue of US$2.74 billion and a net loss of US$660 million, compared to revenue of US$3.71 billion and net income of US$365 million a year earlier. Despite the reported net loss and lower revenues, the company declared a quarterly dividend and completed the majority of a major variable annuity reinsurance transaction, highlighting a focus on capital returns and risk reduction. We'll explore how Corebridge's strong adjusted...

East West Bancorp recently reported second quarter 2025 results, highlighting net interest income of US$617.07 million and net income of US$310.25 million, both higher than the prior year, along with ongoing share repurchases under its buyback program. An interesting development is that recent insider share purchases and the completion of a multi-year buyback signal strengthened confidence from both management and shareholders. We'll now examine how robust earnings growth and insider buying...

In late July 2025, International Flavors & Fragrances declared a regular quarterly cash dividend of US$0.40 per share, payable on October 10, 2025, and announced the appointment of Jesus Mantas and Paul Fribourg to its Board of Directors, with each taking roles on key board committees. The addition of two external directors, one with expertise in transformational business consulting and the other with a long-standing record in agribusiness and investment, may influence the company’s...

In late July 2025, Avidity Biosciences announced completion of enrollment in its global Phase 3 HARBOR trial for del-desiran in myotonic dystrophy type 1, and received FDA Breakthrough Therapy designation for delpacibart zotadirsen targeting Duchenne muscular dystrophy with exon 44 skipping. These milestones mark significant regulatory recognition and late-stage clinical progress for rare neuromuscular disease therapies, in areas where there are currently no approved treatments. We’ll...

Hims & Hers Health, Inc. recently reported second quarter 2025 earnings, highlighting a significant year-over-year sales increase to US$544.83 million and net income of US$42.51 million, but issued third-quarter revenue guidance below analyst expectations and faces escalating regulatory challenges following the termination of its Novo Nordisk partnership. While the company continues to post notable subscriber growth and introduces innovative personalized weight loss programs, ongoing legal...

Invesco recently expanded its active fixed income platform by launching the Invesco Core Fixed Income ETF (GTOC) and Invesco Intermediate Municipal ETF (INTM), increasing assets managed across its fixed income products to over US$491 billion globally. This development comes alongside the company’s mixed second-quarter financial results and continued shareholder returns through dividend payments and the completion of a share buyback tranche. Next, we'll explore how the fixed income ETF...

Hecla Mining recently redeemed US$212 million of its 7.25% Senior Notes due 2028 and fully repaid its CAD$50 million Investissement Quebec notes using proceeds from an At-The-Market facility and free cash flow. This reduction in debt load strengthens the company’s balance sheet, enhancing its ability to reinvest in production and exploration while minimizing shareholder dilution. We’ll now examine how Hecla’s move to lower its debt burden may reinforce its investment narrative focused on...

In July 2025, Tetra Tech announced robust third-quarter earnings growth, new government contract wins totaling nearly US$1 billion, an increased quarterly dividend, and significant progress with its share buyback program. The company's combination of increased profitability, expanded contract pipeline, and enhanced shareholder returns highlights its ability to capture new projects while returning value to investors. We'll assess how Tetra Tech's higher quarterly profit and strong contract...