U.S. Tech Hardware Stock News

Illumina reported a return to profitability in its second-quarter results ended June 29, 2025, with net income of US$235 million despite revenues decreasing to US$1,059 million from US$1,112 million a year earlier, and also raised its fiscal 2025 earnings guidance to forecast a smaller revenue decline. The company completed its previously announced share repurchase program and launched the updated TruSight Oncology 500 assay, highlighting a dual focus on capital returns and ongoing product...

F5, Inc. recently reported strong third-quarter results with revenue of US$780.37 million and net income of US$189.91 million, raised its full-year revenue guidance to signal higher expected growth, and announced an expanded partnership with Equinix to enhance multicloud application delivery and security for hybrid, AI-focused workloads. The company also completed a US$125 million share repurchase during the past quarter, reflecting continued deployment of cash toward shareholder returns and...

Carrier Global recently commenced an exchange offer for up to €750 million of its 3.625% Notes due 2037, aiming to replace existing notes with registered securities listed on the New York Stock Exchange. This move is designed to enhance trading flexibility for noteholders and aligns with Carrier's broader efforts to optimize its capital structure without increasing overall indebtedness. We’ll explore how Carrier Global’s registered bond exchange and NYSE listing could influence the company’s...

Cactus, Inc. recently reported its second quarter 2025 earnings, revealing revenue of US$273.58 million and net income of US$40.33 million, both down from the prior year, while also announcing a quarterly dividend of US$0.14 per share. Despite ongoing dividend payments, the company's declining year-over-year revenue and earnings highlight a shift in operational performance that drew investor attention. With second quarter earnings coming in lower than last year, we'll examine the impact on...

Toast recently reported second quarter 2025 earnings, showing revenue of US$1.55 billion and net income of US$80 million, along with the announcement of a multi-year partnership with American Express to enhance personalized hospitality experiences for restaurants across the US. The collaboration will integrate Toast’s technological innovations, such as Digital Chits and ToastIQ, with American Express’ Resy and Tock networks, allowing restaurants to access more guest insights and expand...

Macy’s recently announced its first On 34th brand collaboration, partnering with acclaimed costume designer Alix Friedberg to launch a women’s apparel and accessories collection inspired by the Apple Original series Palm Royale, now available in select stores, online, and via the Macy’s app. This collaboration integrates popular culture, designer expertise, and immersive retail displays, highlighting Macy’s focus on revitalizing its private brand portfolio and creating unique customer...

In the past week, Essent Group reported second quarter 2025 results that saw earnings per share and revenue exceed analyst expectations, declared a quarterly cash dividend of US$0.31 per share, and completed a share repurchase program totaling almost 4.18 million shares for US$240.21 million. Additionally, Moody's upgraded Essent Group's insurance financial strength and debt ratings, signaling a strengthened credit profile and confidence in the company’s business fundamentals. We'll now...

Cadre Holdings reported its second quarter 2025 results, with sales rising to US$157.11 million from US$144.31 million a year earlier, while net income edged down to US$12.21 million compared to US$12.57 million. The company also updated its full-year 2025 net sales guidance, now expecting between US$624 million and US$630 million, offering investors fresh insights into management's outlook amid shifting demand and margin trends. We will examine how Cadre Holdings’ updated full-year sales...

On August 6, 2025, Iron Mountain's Board of Directors declared a quarterly cash dividend of US$0.785 per share for the third quarter and raised its full-year 2025 revenue guidance to a range of US$6.79 billion to US$6.94 billion, following the release of its second quarter results showing revenue growth but a net loss of US$44.92 million. This period also saw increased institutional interest, with Baron Real Estate Income Fund acquiring shares, underscoring confidence in Iron Mountain's...

F&G Annuities & Life announced a new partnership on August 6, 2025, with a Blackstone-backed reinsurance vehicle, securing about US$1 billion in expected capital and introducing a forward flow reinsurance agreement covering certain fixed indexed annuity products. This collaboration aims to boost F&G's capital-light operating model and highlights ongoing efforts to balance long-term growth opportunities with efficient liability management. We’ll explore how this major reinsurance partnership...

Soho House & Co reported its second quarter and six-month 2025 financial results, recording sales of US$251.13 million and revenue of US$329.8 million for the quarter, with net income of US$24.89 million, an improvement from a net loss of US$29.9 million last year. This marks the company's transition from losses to profitability, highlighting operational improvements and stronger performance over the previous year's equivalent periods. We'll now examine how Soho House & Co's return to net...

Earlier this month, LifeStance Health Group reported second-quarter 2025 results, revealing improved profitability with net loss reduced to US$3.79 million from US$23.28 million a year earlier, on sales of US$345.31 million. The company also raised its full-year center margin guidance and grew both its clinician headcount and visit volumes, reflecting benefits from productivity and technology initiatives. We'll examine how LifeStance's rising profit margins and boosted center margin...

Lakeland Financial recently reported a dividend yield of 3.29%, surpassing both the Banks - Midwest industry average and the S&P 500, with a five-year track record of increasing dividends and an average annual growth rate of 11.83%. An earnings growth rate projection of 12.10% for fiscal 2025 supports the company’s outlook for continued dividend increases and robust shareholder returns. To assess how this strong dividend growth record impacts Lakeland Financial's investment narrative, let's...

Rush Enterprises recently reported its second quarter and six-month 2025 financial results, announced a US$0.19 per share cash dividend for shareholders of record as of August 12, and updated the completion of a share repurchase program totaling more than 2% of shares outstanding since April 2025. These announcements collectively highlight how the company is balancing shareholder returns with its operational performance amid a period of stable but slightly lower revenue and profits compared...

On July 30, 2025, NorthWestern Energy Group reported its second quarter financial results and announced it will provide energy services for Quantica Infrastructure’s proposed Montana data center, with a declared quarterly dividend of US$0.66 per share payable September 30, 2025. This energy services agreement positions NorthWestern Energy to potentially supply up to 1 gigawatt of power, highlighting surging regional demand linked to tech sector expansion and data center growth. To assess how...

In a move to elevate Las Vegas' culinary landscape, ARIA Resort & Casino announced plans to debut the renowned Two Michelin-starred Gymkhana restaurant this fall, aiming to enhance its standing among luxury dining destinations. This partnership brings a flagship international brand to the Strip, reinforcing ARIA’s commitment to high-end experiences and targeting discerning global travelers. Now, we'll assess how ARIA's high-profile restaurant launch intersects with MGM Resorts...

Remitly Global, Inc. recently announced strong second quarter 2025 results, highlighted by US$411.85 million in sales and a swing to profitability, alongside raised full-year revenue guidance to between US$1.61 billion and US$1.62 billion and the initiation of a US$200 million share repurchase program. Moving from a net loss to a net profit and introducing a sizable buyback plan underscores a significant shift in operational momentum and management’s confidence in the company’s future...

Colgate-Palmolive recently announced its second-quarter 2025 results, reporting sales of US$5.11 billion and net income of US$743 million, alongside the completion of a repurchase of over 2.83 million shares for US$257.16 million. The company reaffirmed its full-year 2025 guidance, highlighting expectations for low single-digit net sales growth and noting the impact of exiting private label pet sales and foreign exchange pressures. We’ll examine how the updated sales guidance and ongoing...

Arcus Biosciences reported second-quarter 2025 earnings, highlighting a surge in revenue to US$160 million and a net loss of US$112 million, alongside an updated pipeline featuring multiple late-stage drug development milestones in cancer therapies. The recent pipeline update underscored progress in pivotal Phase 3 programs and granted Orphan Drug Designation for quemliclustat in pancreatic cancer, marking important developments for Arcus's future clinical and regulatory outlook. We'll...

On July 31, 2025, Amicus Therapeutics reported its second quarter and six-month earnings, showing a quarterly net loss of US$24.42 million compared to US$15.7 million a year earlier, but a reduced net loss for the six-month period along with reaffirmed expectations of total revenue growth and positive GAAP net income in the second half of 2025. An interesting insight is that while the quarterly net loss widened year-over-year, the company's first-half results improved and management remains...

Freshpet, Inc. announced its second quarter 2025 results earlier this month, reporting sales of US$264.69 million and net income of US$16.36 million compared to a net loss a year earlier. Despite stronger quarterly profits, the company lowered its 2025 full-year sales growth guidance and removed its ambitious 2027 sales target, signaling a more cautious outlook on growth. We'll explore how Freshpet's revised guidance and removal of long-term sales targets impact the company's investment...

Entergy Corporation recently reported second-quarter 2025 results, showing a year-over-year increase in revenue to US$3.33 billion and net income to US$467.93 million, alongside an omnibus shelf registration filing for potential future issuances of common stock, preferred stock, depository shares, and notes. A key insight is the dramatic jump in net income compared to the same quarter last year, highlighting a period of improved operational performance and profitability for Entergy. We'll...

LPL Financial Holdings announced the closing of its acquisition of Commonwealth Financial Network and introduced a US$50 million investment in AI-powered advisor compensation and new wealth management platforms at its Focus 2025 conference. This move underscores LPL Financial’s drive to harness advanced technology solutions to enhance efficiency and advisor experience in the rapidly evolving independent advisory space. We'll now explore how LPL Financial’s significant AI investment may...

N-able, Inc. recently reported its second-quarter and half-year 2025 results, showing a swing from net income to a US$4.02 million net loss for the quarter and a US$11.18 million loss for the first six months, compared to profits in the same periods last year. Alongside these results, N-able issued guidance expecting 7% to 8% year-over-year revenue growth for the full year, highlighting anticipated ongoing top-line expansion despite current profitability pressures. We'll examine how N-able's...