NYSE:ZWS
NYSE:ZWSBuilding

Zurn Elkay Water Solutions (ZWS) Is Up 16.9% After Raising Outlook and Reporting Record Margins - Has the Bull Case Changed?

Zurn Elkay Water Solutions Corporation recently reported strong second quarter 2025 results, delivering core sales of US$444.5 million and growing net income compared to the previous year, while also raising its full-year outlook for core sales and adjusted EBITDA. The company’s robust free cash flow, share repurchases, and ongoing supply chain efficiencies highlight management’s confidence and operational discipline amid pricing actions and tariff challenges. We’ll explore how the company’s...
NasdaqGS:EVRG
NasdaqGS:EVRGElectric Utilities

Earnings Misses and Rising Revenues Might Change the Case for Investing in Evergy (EVRG)

Wall Street analysts expect Evergy to report a year-over-year decline in earnings for the quarter ended June 2025, even as revenues are projected to rise, with the company's next earnings report scheduled for August 7. Market sentiment has been shaped by Evergy’s recent history of frequently missing earnings estimates, prompting investors to closely watch how actual results compare to expectations. With investor attention fixed on Evergy’s upcoming earnings report and its track record of...
NYSE:FND
NYSE:FNDSpecialty Retail

Should Floor & Decor’s Strong Q2 Results and Raised Guidance Prompt Action From FND Investors?

On July 31, 2025, Floor & Decor Holdings announced second-quarter sales of US$1.21 billion and a net income of US$63.18 million, both higher than the previous year, alongside updated full-year guidance for sales and diluted EPS. The continued growth in both sales and profits highlights ongoing operational momentum, while the new guidance gives investors clearer visibility into the company's expected performance for 2025. We'll explore how the company's improved earnings and updated 2025...
NYSE:SXI
NYSE:SXIMachinery

Standex International (SXI) Up 8.9% After Strong Q4 Results and Upbeat 2026 Outlook—Has the Growth Narrative Shifted?

Standex International reported its fourth quarter 2025 results on July 31, delivering sales of US$222.05 million and net income of US$14.83 million, while also providing upbeat guidance for fiscal 2026 with expectations of higher revenue and margin expansion. The company highlighted contributions from recent acquisitions and robust sales growth in fast-expanding markets, positioning itself for accelerated expansion in key business segments. We’ll examine how Standex’s strong 2026 outlook,...
NYSE:AVNT
NYSE:AVNTChemicals

Will Stronger Q2 Earnings and Margin Expansion Shift Avient's (AVNT) Outlook?

Avient Corporation recently reported its second quarter 2025 earnings, revealing sales of US$866.5 million and net income of US$52.6 million, both higher than the same period last year. A substantial improvement in quarterly net income highlights operational progress, even as the company's year-to-date profits trail last year's levels. We'll explore how these stronger quarterly earnings influence Avient's outlook, particularly in light of anticipated margin expansion and product...
NYSE:PCG
NYSE:PCGElectric Utilities

Did Lowered Earnings Guidance Just Shift PG&E’s (PCG) Near-Term Investment Narrative?

PG&E Corporation recently reported its second-quarter 2025 results, showing relatively stable year-over-year revenue at US$5.90 billion and net income of US$521 million, but also lowered its full-year GAAP earnings guidance to a range of US$1.26 to US$1.32 per share. The reduction in earnings outlook comes despite consistent quarterly earnings, highlighting management’s view of emerging headwinds for the remainder of the year. We’ll explore what PG&E’s updated earnings guidance means for its...
NYSE:BAH
NYSE:BAHProfessional Services

Is Booz Allen’s AI-Powered Cybersecurity Push and Major Contracts Changing the Investment Case for BAH?

Booz Allen Hamilton recently announced its first quarter fiscal 2026 results, highlighted by significant net income growth, a record backlog, the launch of its AI-enabled Vellox Reverser™ cloud cybersecurity solution, and major new government contracts, including a five-year US$315 million Air Force award. This combination of expanded AI-driven offerings and continued contract wins reflects Booz Allen's effort to accelerate technology-enabled growth and strengthen its presence in defense and...
NYSE:DGX
NYSE:DGXHealthcare

Did Higher Sales and a Mixed Outlook Just Shift Quest Diagnostics’ (DGX) Investment Narrative?

In the past week, Quest Diagnostics reported higher quarterly sales and net income for the second quarter of 2025, raised its full-year revenue guidance, and disclosed a US$24 million impairment charge related to a potential business exit. An important insight is that while the company increased its 2025 revenue outlook, it slightly lowered its expected diluted earnings per share for the year. We'll examine how the updated revenue guidance, despite a lower EPS range, may influence Quest...
NYSE:HR
NYSE:HRHealth Care REITs

How Weaker Results and Leadership Shifts at Healthcare Realty Trust (HR) May Alter Its Investment Story

Earlier this week, Healthcare Realty Trust reported financial results for the half year ended June 30, 2025, revealing weaker sales of US$287.07 million, net losses of US$157.85 million, and a basic loss per share of US$0.45 from continuing operations, along with lowered full-year earnings guidance, increased real estate asset impairments, extended debt maturities, and a board-approved dividend of US$0.24 per share. The addition of two senior asset management executives and the company’s...
NYSE:CRS
NYSE:CRSMetals and Mining

Carpenter Technology (CRS) Is Down 6.8% After Fourth Quarter Miss and Raised Earnings Guidance

On July 31, 2025, Carpenter Technology Corporation reported fourth quarter sales of US$755.6 million, a decrease from the prior year, but net income increased to US$111.7 million, with basic earnings per share rising to US$2.23. The company also issued operating income guidance for fiscal 2026 that implies potential growth of 26% to 33% over the previous year’s adjusted results. We'll examine how Carpenter Technology's stronger year-over-year earnings and increased guidance may reshape its...
NYSE:JOBY
NYSE:JOBYAirlines

Can Joby Aviation’s (JOBY) Hybrid Defense Push Redefine Its Long-Term Competitive Edge?

On August 1, 2025, Joby Aviation and L3Harris Technologies announced they are collaborating to develop a new gas turbine hybrid VTOL aircraft for defense applications, combining Joby’s commercial manufacturing with L3Harris’ expertise in missionization and autonomy. This partnership builds on Joby's recent advances in hybrid powertrain technology and autonomy, following its acquisition of Xwing’s autonomy division and a successful long-range hybrid flight demonstration. We'll explore how the...
NYSE:CCI
NYSE:CCISpecialized REITs

Will Crown Castle's (CCI) Upgraded 2025 Outlook Shift Its Long-Term Investment Narrative?

Crown Castle recently released its second quarter 2025 earnings results and raised its full-year guidance, outlining expectations for site level revenues of US$3.90 billion to US$3.93 billion and net income of US$100 million to US$380 million. Despite lower year-over-year sales, the company posted higher quarterly net income and updated its financial outlook for the rest of 2025. With the company increasing its net income guidance, we’ll explore how this update may influence Crown Castle’s...
NasdaqGS:IRTC
NasdaqGS:IRTCMedical Equipment

Why iRhythm Technologies (IRTC) Is Up 22.9% After AI Partnership and Q2 Outlook Announcement

In the past week, iRhythm Technologies reported its second quarter 2025 earnings with sales reaching US$186.69 million and net loss reduced to US$14.22 million, while also providing a full year 2025 revenue outlook of US$720 million to US$730 million. The company unveiled a partnership with Lucem Health to launch an AI-powered solution for earlier arrhythmia detection in high-risk patient groups, reflecting ongoing innovation and a shift toward preventative healthcare. We'll assess how the...
NYSE:RMD
NYSE:RMDMedical Equipment

How ResMed’s Record Results and Dividend Hike Will Impact RMD Investors

ResMed reported strong fourth quarter and full-year financial results, including sales of US$1.35 billion and net income of US$379.71 million for the quarter ended June 30, 2025, and simultaneously announced a quarterly dividend increase to US$0.60 per share. The company's increased dividend and enhanced earnings per share reflect ResMed's confidence in its ongoing growth and commitment to delivering value to shareholders. With the dividend increase highlighting ResMed's outlook, let’s...
NYSE:WK
NYSE:WKSoftware

Will Leadership Changes at Workiva (WK) Reshape Its Path to Sustained Growth?

Workiva Inc. recently reported its second-quarter 2025 results, with revenue reaching US$215.19 million compared to US$177.5 million a year earlier and a net loss of US$19.4 million, as well as updated guidance for the remainder of 2025. The company also announced that Chief Financial Officer Jill Klindt will step down later this year, bringing leadership changes alongside its financial update. We'll explore how the leadership transition, combined with updated earnings guidance, shapes...
NasdaqCM:COOP
NasdaqCM:COOPDiversified Financial

Is Mr. Cooper Group's (COOP) Profitability Slump Hinting at a Shift in Growth Priorities?

Mr. Cooper Group reported second quarter 2025 results, with revenue rising to US$608 million from US$583 million in the previous year, while net income fell slightly to US$198 million from US$204 million; earnings per share were also marginally lower. An interesting aspect is that, despite higher revenue, the company’s net income and profitability for the first six months of 2025 were lower compared to the same period last year, with no share buybacks occurring during the quarter. Given the...
NYSE:T
NYSE:TTelecom

Will Strong Q2 Results and Buybacks Shift AT&T's (T) Long-Term Growth Narrative?

AT&T recently reported its second-quarter results, showing revenue of US$30.85 billion and net income of US$4.50 billion, both up from a year earlier, alongside completed buybacks totaling US$1.3 billion for over 47 million shares. The company also reaffirmed its outlook for low-single-digit annual service revenue growth through 2027. A key takeaway is that robust operational performance and capital return initiatives are reinforcing management’s confidence in AT&T’s long-term growth...
OTCPK:SEZN.L
OTCPK:SEZN.LDiversified Financial

Sezzle (SEZN.L) Stock Surges 90% Over Last Quarter

Sezzle (SEZN.L) saw its stock price jump 90% over the last quarter, a significant move coinciding with several key developments. Most prominently, the launch of new consumer-focused features such as a price comparison tool and enhanced savings options may have bolstered investor confidence. The strong quarterly earnings report, showcasing a sharp increase in both sales and net income, likely supported this price appreciation. However, being dropped from various indices towards the end of the...