U.S. Telecom Services and Carriers Stock News

LendingClub Corporation reported its second quarter 2025 earnings, posting net income of US$38.18 million, up from US$14.9 million for the same period last year, with basic and diluted earnings per share from continuing operations also more than doubling year-over-year. This earnings update highlights an acceleration in LendingClub’s profitability, indicating operational improvements and potentially more efficient loan origination or cost management. We will explore how LendingClub’s sharp...

In July 2025, Alexander & Baldwin raised its earnings guidance for the year and reported second quarter results showing increases in sales and net income compared to the prior year period. The company’s improved outlook and higher earnings per share underscore management’s confidence in ongoing business performance and operational momentum. We'll examine how the raised earnings guidance and management optimism influence Alexander & Baldwin's investment narrative moving forward. Uncover the...

On July 18, 2025, Mr. Ben Xiang resigned from the Board of Directors of ePlus inc., effective immediately, to pursue new career opportunities. Such a sudden board resignation can raise important questions among investors about potential changes to company oversight and strategic direction. We’ll consider how the abrupt departure of a board member may influence ePlus’s long-term service-led strategy and growth outlook. AI is about to change healthcare. These 25 stocks are working on...

In July 2025, NETSTREIT Corp. completed an upsized public offering of 10,800,000 common shares at US$17.70 each, raising approximately US$191.16 million to be used for general corporate purposes, including debt repayment and property acquisitions. This capital raise coincides with NETSTREIT's recent dividend increase and a shift from net loss to profitability in its latest quarterly results. We'll assess how this equity offering, aimed at funding acquisitions and strengthening the balance...

Sportsman's Warehouse Holdings, Inc. ( NASDAQ:SPWH ) shareholders will doubtless be very grateful to see the share...

American Assets Trust, Inc. recently reported its second quarter 2025 results, showing year-over-year declines in revenue and net income, and declared a US$0.340 per share cash dividend for Q3 to be paid in September to shareholders of record as of early September. While second quarter earnings were weaker compared to the prior year, net income for the first half of 2025 showed a significant increase, highlighting a contrasting performance between quarters. We’ll examine how American Assets...

Rayonier Inc. recently announced that its board of directors declared a third quarter cash dividend of US$0.2725 per common share, payable on September 30, 2025, to shareholders of record as of September 16, 2025. This dividend action highlights Rayonier's ongoing commitment to returning capital to shareholders and suggests continued confidence in its near-term financial outlook. We'll consider how the third quarter dividend declaration updates Rayonier's investment narrative, especially...

Boston Beer Company recently reported its second-quarter 2025 results, posting US$587.95 million in revenue and US$5.45 in diluted earnings per share, both exceeding last year's figures, and updated its full-year guidance to reflect stronger gross margin expectations despite reduced sales volumes. The company attributed its profit outperformance to operational improvements and cost efficiencies, affirming confidence in sustaining earnings growth amid persistent industry headwinds. We'll now...

Earlier this month, Vital Farms announced it has surpassed 500 family farms in its network, expanding from 300 at the end of 2023 and boosting efforts to meet rising demand with new and upgraded production facilities in Missouri and Indiana to increase capacity and offset rising costs. This rapid growth in the company’s farm network highlights how expansion incentives and supply chain investments are enabling Vital Farms to strengthen its position as a leading U.S. pasture-raised egg...

Four Corners Property Trust recently reported its second quarter 2025 results, with revenue reaching US$72.84 million and net income at US$27.92 million, alongside several new acquisitions including healthcare, restaurant, and coffee properties under long-term, triple net leases. This activity highlights FCPT’s approach to broadening its property portfolio beyond restaurants, signaling ongoing efforts in diversification and stable income growth. We'll explore how the combination of portfolio...

Delek Logistics Partners, LP recently declared a quarterly cash distribution of US$1.115 per common limited partner unit for the second quarter of 2025, payable on August 14 to unitholders of record as of August 8. This upward adjustment in distribution highlights the company's continued focus on rewarding unitholders and maintaining a strong track record of cash payouts. We will look at the implications of the distribution increase on Delek Logistics Partners' investment outlook and...

Integer Holdings Corporation recently announced its second quarter 2025 results, reporting sales of US$476.49 million and net income of US$37.01 million, both increased from the prior year, alongside diluted earnings per share of US$1.04 versus US$0.88 a year ago. Despite stronger quarterly performance, the company's net income and earnings per share for the first half of 2025 were significantly lower than the previous year, highlighting ongoing challenges with sustained profitability. We'll...

Earlier this month, AZZ Inc. secured a three-year US$150 million accounts receivable securitization facility with Wells Fargo, using proceeds to refinance existing debt at lower interest rates and entering into several associated agreements to facilitate the transaction. This move is anticipated to reduce AZZ’s interest expenses and improve financial flexibility, further strengthening its balance sheet position alongside recent operational gains. Next, we'll examine how AZZ's lower debt...

Benchmark Electronics recently announced the successful commissioning and validation of the Aurora exascale supercomputer at Argonne National Laboratory, a project involving close collaboration with Intel and focused on advanced liquid-cooled, high-performance computing subsystems manufactured and tested in the US. This achievement highlights Benchmark's ability to deliver complex, mission-critical technology solutions to major scientific and government clients, showcasing its specialized...

In recent days, BellRing Brands has faced heightened scrutiny after several securities law firms began investigating its disclosures regarding retailer inventory reductions and the sustainability of its sales growth. This development suggests that BellRing’s previously reported sales momentum may have relied more on short-term inventory loading by key retailers rather than lasting end-consumer demand. We’ll examine how the growing investor concern around short-term inventory practices could...

Key Insights Vor Biopharma's significant insider ownership suggests inherent interests in company's expansion 63% of...

Cohen & Steers, Inc. reported its second quarter 2025 earnings, posting revenue of US$136.13 million and net income of US$36.85 million, both increasing from the same period last year. This performance highlights momentum in the company's operational results, with growth in both revenue and net income over the first half of 2025 compared to the prior year. We'll examine how Cohen & Steers' robust revenue and earnings growth shapes its investment narrative and long-term outlook. Uncover the...

Key Insights Marriott International's estimated fair value is US$262 based on 2 Stage Free Cash Flow to Equity Marriott...

On July 16, 2025, Starwood Property Trust announced earnings guidance for the second quarter, expecting GAAP earnings per diluted share between US$0.36 and US$0.38, and declared a quarterly dividend of US$0.48 per share payable in October. This dual update provided investors with clearer expectations on the company's short-term profitability and ongoing commitment to shareholder returns, offering greater transparency during a time of portfolio repositioning. We’ll examine how the reaffirmed...

SL Green Realty Corp. recently declared a monthly dividend of US$0.2575 per share and signed a 64,077 square foot lease with Sigma Computing at One Madison Avenue, raising occupancy to 78.1% at the flagship property. The company maintained its 2025 earnings guidance despite reporting a net loss for the recent quarter, highlighting robust leasing activity and consistent cash dividends as signals of operational momentum. We'll explore how sustained leasing momentum at One Madison Avenue could...

In the past quarter, Brunswick completed the repurchase of 346,557 shares for US$17.46 million and reported record second-quarter free cash flow of US$288 million, with the Propulsion segment achieving a 7% year-over-year sales increase. Strong performance in Mercury’s outboard engine division, alongside an increased full-year free cash flow outlook and higher debt reduction target, reflects rising operational efficiency and confidence in the company’s cash generation. We’ll examine how...

Corporación América Airports recently released its June and year-to-date 2025 operating results, reporting growth in passenger numbers to 6,885,000 for June and cargo volume to 31,300 tons, compared to the same period last year. Steady increases in total aircraft movements and cargo volume highlight continued operational strength across the company’s airport concessions in multiple regions. Let's examine how the ongoing rise in passenger traffic could shape Corporación América Airports'...

GATX Corporation recently raised its full-year 2025 earnings guidance, following the release of second quarter results that showed higher sales, revenue, and net income versus the prior year. The company's consistent dividend and stronger earnings outlook underscore an ongoing trend of operational improvement and increased market confidence in its core businesses. We'll explore how GATX's upgraded earnings outlook supports the company's investment narrative on fleet demand and profit...

In recent news, Permian Resources reported a 48% increase in EBIT alongside a responsible approach to managing its debt, though some concerns remain about its ability to convert earnings into free cash flow. This operational growth has helped ease worries about future debt repayments, but shareholders should continue monitoring free cash flow conversion and overall debt levels. To assess how this boost in operational performance and debt management impacts Permian Resources, we'll now...