U.S. Tech Hardware Stock News

In early August 2025, Leggett & Platt declared a US$0.05 per share dividend for the third quarter and indicated plans to pursue small acquisitions and pay down debt following the divestiture of its Aerospace segment. Management emphasized that tariff enforcement and operational improvements may help the company strengthen its competitive position and support long-term growth, though recent guidance pointed to lower expected 2025 sales versus the prior year. We'll explore how investor...

Newell Brands Inc. recently declared a quarterly cash dividend of US$0.07 per share, payable on September 15, 2025, to common stockholders of record as of August 29, 2025, and reported its second-quarter financials with sales of US$1.94 billion and net income of US$46 million. Despite lowering its sales guidance for the third quarter and full year, the company received analyst support highlighting stable earnings, ongoing cost improvements, and consistent dividend payments as signals of...

Omnicell, Inc. announced its second quarter 2025 results, reporting revenue of US$290.56 million and net income of US$5.64 million, both higher than the same period last year, along with updated guidance for the third quarter and full year 2025 revenue expectations. An interesting aspect is that the company significantly reduced its net loss for the six-month period, indicating progress toward improved profitability. We'll examine how Omnicell's updated revenue outlook and ongoing margin...

MasTec, Inc. recently announced second-quarter 2025 results showing substantial year-over-year increases in both sales and net income, alongside an upward revision to its full-year outlook and new quarterly guidance. The decision not to complete any share repurchases during the relevant period stands out, even as the company reported significantly improved profitability and set higher expectations for the remainder of the year. We'll assess how MasTec's strong Q2 earnings and raised 2025...

On August 6, 2025, BR.Digital announced it had deployed Ciena's WaveLogic 6 Extreme (WL6e), successfully achieving 1.1 Tb/s single wavelength transmission across links exceeding 800 km to support rising high-capacity connectivity needs. This achievement signals increasing adoption of Ciena’s advanced optical networking technology in response to accelerating data traffic and infrastructure demands. We'll explore how BR.Digital's adoption of WL6e highlights Ciena's role in supporting...

Oshkosh Corporation recently raised its full-year 2025 earnings guidance to approximately US$10.25 per diluted share and reaffirmed expected net sales of about US$10.6 billion, following improved quarterly profitability and a more limited impact from tariffs. This updated outlook, alongside lower intangible asset impairments and continued share buybacks and dividend payments, reflects efforts to strengthen earnings and shareholder returns in a changing trade environment. We’ll explore how...

In recent weeks, Flywire Corporation faced several class action lawsuits alleging the company overstated the sustainability of its revenue growth and understated the impact of permit and visa restrictions, following company disclosures of reduced guidance and disappointing financial results for the second quarter of 2025. This legal pressure comes after Flywire reported increased sales and a narrower net loss for both the quarter and six-month period, while also updating investors on the...

MYR Group Inc. reported strong second quarter 2025 financial results, including sales of US$900.33 million and net income of US$26.47 million, while management emphasized a continued focus on acquisitions, organic growth, and disciplined capital allocation during their most recent earnings call. Leadership highlighted the company's strong balance sheet and low leverage as key enablers to pursue targeted M&A, infrastructure expansion, and share repurchases in a competitive market for utility...

In July 2025, Opera announced its upcoming launch of Opera Neon, an AI-powered browser designed to proactively execute multi-step tasks for users, marking a significant innovation in web browsing technology. This next-generation "agentic" browser aims to automate up to 30% of work hours, streamlining complex online activities and potentially transforming how users interact with digital content. We’ll explore how Opera Neon's AI-driven automation could reshape Opera's investment narrative and...

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...