Reports

Blackstone delivered robust Q2 2025 results, achieving record AUM, strong distributable earnings, and significant inflows despite market volatility.

• AUM reached a record $1.21 trillion
• Distributable earnings were $1.57 billion

Honeywell posted strong Q2 2025 results, surpassing guidance with higher organic growth and adjusted EPS, driven by strength in defense, space, and UOP segments.

• Sales reached $10.4B, up 8% year-over-year.
• Adjusted EPS grew to $2.75, exceeding guidance.

TotalEnergies delivered $49.63B in revenue, $2.7B in net income, and $6.6B in cash flow, with hydrocarbon production growth offsetting weaker oil prices.

• Generated $6.6B cash flow despite 10% lower oil prices
• Adjusted net income reached $3.6B, with EPS of $1.57

Union Pacific delivered strong Q2 2025 results, with revenue growth driven by freight demand, improved operating ratio, and record locomotive and workforce productivity.

• Net income rose to $1.88B from $1.67B a year ago
• Adjusted EPS was $3.03, boosted by strong freight demand

Intel posted $12.9B in revenue for Q2 2025, flat year-over-year, while reporting a $2.9B net loss driven by $1.9B in restructuring and $800M impairment charges. Non-GAAP results showed a smaller $441M loss as Intel focused on cost-cutting and AI product execution.

• Revenue remained flat at $12.9B year-over-year
• GAAP EPS dropped to $(0.67), impacted by restructuring and impairment charges

Newmont delivered a solid Q2 2025, driven by high gold prices, strong cash flow, and significant share repurchases. Net income surged to $2.1B with $1.7B free cash flow, supported by divestitures and disciplined cost management.

• Reported net income of $2.1 billion and adjusted net income of $1.6 billion
• Generated record free cash flow of $1.7 billion, supported by strong gold prices

Digital Realty delivered robust Q2 2025 results with net income exceeding $1 billion, revenue growth driven by strong leasing activity, and raised full-year Core FFO guidance.

• Net income surged to $1.02B, up significantly from last year
• Revenue grew to $1.49B, driven by strong bookings and renewals

Nasdaq delivered strong Q2 2025 results with double-digit revenue growth across all divisions, significant increases in GAAP and non-GAAP EPS, and solid net income. The company returned capital to shareholders and continued to execute on strategic initiatives.

• Net revenue grew to $1.3 billion, up from $1.159 billion last year
• GAAP EPS surged to $0.78 and non-GAAP EPS reached $0.85

Ameriprise delivered solid Q2 2025 results with strong EPS growth, record $1.6 trillion in assets under management and administration, and robust capital returns to shareholders.

• GAAP EPS rose to $10.73, up 34% year over year
• Adjusted operating EPS increased 7% to $9.11

L3Harris delivered solid Q2 2025 performance with revenue growth, higher EPS, and a record book-to-bill ratio, driven by strong defense demand and operational efficiency gains.

• Record book-to-bill of 1.5x with $8.3B in orders
• Revenue grew to $5.4B, up 2% reported and 6% organically

Keurig Dr Pepper posted $4.16B in revenue and $547M in net income for Q2 2025, driven by strong performance in U.S. Refreshment Beverages and cost discipline, despite challenges in U.S. Coffee and international markets.

• Revenue rose 6.1% YoY to $4.16B, with strong U.S. Refreshment Beverages growth.
• GAAP Net Income increased to $547M, or $0.40 per share.

The company delivered $1.53B in revenue, driven by solid TAVR and TMTT growth, with EPS of $0.57 and adjusted EPS of $0.67. Net income reached $333M, and guidance for full-year sales and EPS was raised.

• Revenue grew to $1.53B, up from $1.37B last year
• TAVR sales reached $1.13B, driven by SAPIEN technology adoption

Valero delivered $714M in net income and $2.28 EPS for Q2 2025, driven by record refining throughput in the U.S. Gulf Coast region, although renewable diesel posted a loss.

• Net income of $714M with EPS of $2.28
• Revenue of $29.9B, down from $34.5B last year

Wabtec delivered a solid quarter, driven by strong transit sales, margin expansion, and increased backlog, while freight sales were flat due to locomotive shipment delays.

• Adjusted EPS rose to $2.27, driven by margin expansion
• Revenue increased to $2.71B, supported by transit growth

Dow posted a net loss of $801M and revenue of $10.1B, impacted by lower prices and margin compression. Operating EPS turned negative, reflecting restructuring costs and weak demand across key segments.

• Net sales dropped to $10.1B due to declines across all operating segments
• GAAP net loss of $801M driven by lower prices and equity earnings

Tractor Supply delivered revenue growth of 4.5% and modest earnings improvement, driven by strong core category performance and market share gains.

• Net sales grew to $4.44 billion, up 4.5% year over year
• Comparable store sales increased 1.5%, led by consumable, usable and edible products

Nokia reported stable revenue growth driven by Network Infrastructure and Cloud Services, but profitability declined due to currency impacts, tariffs, and weaker Mobile Networks performance.

• Revenue grew 2% to €4.55B, driven by Network Infrastructure and Cloud and Network Services.
• Net income turned positive at €96M versus a €142M loss last year.

Verisign delivered steady Q2 2025 results with increased revenue, improved net income, and strong domain registration activity, highlighted by a newly initiated quarterly dividend.

• Revenue grew to $410 million from $387.1 million a year ago
• Net income increased to $207.4 million

STMicroelectronics delivered $2.77B in revenue, beating the mid-point of its guidance, but recorded a net loss of $97M mainly due to $190M in restructuring and impairment charges. Gross margin held steady at 33.5%, and sequential growth was supported by Personal Electronics and Industrial demand.

• Net revenues of $2.77B exceeded the mid-point of guidance.
• Posted a net loss of $97M due to $190M in impairment and restructuring charges.

Dover delivered solid performance in Q2 2025, driven by strong production execution and shipment growth. Revenue and earnings increased, supported by broad-based growth and record segment margins.

• Revenue rose to $2.05 billion, up 5% year over year.
• Net income increased to $280 million, up 14%.

CenterPoint Energy delivered steady Q2 2025 performance, with GAAP EPS at $0.30 and non-GAAP EPS at $0.29. Net income totaled $198 million, and the company reaffirmed its 2025 non-GAAP EPS guidance while increasing its 10-year capital investment plan by $500 million.

• Revenue reached $1.94 billion for Q2 2025.
• Net income totaled $198 million.

Labcorp reported strong Q2 2025 results with higher revenue and net income, driven by strong demand, new oncology test launches, and expanded partnerships with hospitals. The company raised its full-year revenue, EPS, and free cash flow guidance.

• Revenue grew to $3.53 billion, driven by diagnostics and biopharma services
• Net income increased to $237.9 million, with EPS of $2.84

The company delivered record earnings in Q2 2025, with EPS rising to $6.53 and revenue surpassing $2.17 billion. Net income jumped to $230.8 million, supported by strong operating cash flow and a record backlog exceeding $8 billion.

• EPS reached $6.53, significantly higher than last year
• Revenue rose to $2.17 billion

Flex delivered $6.6 billion in Q1 2026 revenue, with GAAP net income of $192 million and adjusted net income of $274 million. The company continues to benefit from growth in data center and power markets, while maintaining disciplined cost management.

• Revenue reached $6.6 billion, up from $6.3 billion in Q1 2025.
• GAAP net income was $192 million, while adjusted net income increased to $274 million.

TransUnion achieved $1.14 billion in revenue for Q2 2025, driven by double-digit growth in U.S. Financial Services and solid international performance. Adjusted EBITDA increased 8%, and net income rose to $110 million. The company raised its full-year 2025 revenue guidance to 6–7% growth.

• Total revenue grew 10% year-over-year to $1.14 billion.
• Net income attributable to TransUnion was $110 million, up from $85 million last year.

West Pharmaceutical Services delivered $766.5 million in net sales for Q2 2025, driven by strong growth in proprietary products, especially high-value components and delivery devices. Net income rose to $131.8 million, and adjusted EPS increased to $1.84. The company raised its full-year 2025 guidance on both revenue and adjusted EPS.

• Net sales reached $766.5 million, up 9.2% year-over-year.
• Organic net sales grew 6.8%, driven by strong high-value product components.

Deckers Brands delivered robust Q1 FY26 results, driven by strong HOKA and UGG performance, with revenue up 17% and net income up 20% year-over-year.

• Revenue grew to $964.5M, driven by strong HOKA and UGG sales.
• Net income increased to $139.2M.

TechnipFMC delivered $2.53 billion in revenue for Q2 2025, supported by strong subsea execution and robust offshore activity. Adjusted EBITDA rose to $520.8 million with a 20.5% margin, while net income increased to $269.5 million. The company maintained strong inbound orders and a growing backlog.

• Revenue grew to $2.53 billion, up 9% year-over-year.
• Net income increased to $269.5 million, with adjusted diluted EPS of $0.68.

Textron posted $3.7 billion in revenue, driven by higher Bell military sales and improved Textron Aviation production. Net income came in at $245 million with adjusted EPS at $1.55. Manufacturing cash flow before pension contributions rose to $336 million, and $214 million was returned to shareholders via buybacks.

• Revenue grew to $3.7 billion, supported by strong Bell MV-75 program sales.
• Adjusted EPS reached $1.55, slightly up from last year.

RPM delivered strong Q4 2025 results, achieving record revenue of $2.08 billion and net income of $225.8 million. Adjusted EBIT rose 10.1% year-over-year, driven by strong growth in Construction Products and Performance Coatings segments, while Consumer sales declined modestly.

• Record Q4 revenue of $2.08 billion, up 3.7% year-over-year.
• Net income increased to $225.8 million, and EPS rose to $1.76.

Gaming and Leisure Properties posted record Q2 revenue of $394.9M and AFFO of $276.1M, driven by acquisitions and lease escalations. However, net income declined to $156.2M due to higher credit loss provisions.

• Record quarterly revenue of $394.9M driven by acquisitions and percentage rent adjustments
• AFFO grew to $276.1M, supported by strong tenant performance and lease escalators

Mobileye delivered strong revenue growth driven by EyeQ demand and maintained high gross margins, but posted a net loss due to ongoing R&D investments.

• Revenue grew 15% YoY to $506M driven by EyeQ volumes
• Adjusted EPS turned positive at $0.13, while GAAP EPS remained negative

Healthpeak delivered solid Q2 2025 results with steady revenue and leasing momentum, despite lower net income year-over-year. The company expanded outpatient developments and maintained healthy liquidity.

• Net income reached $31.6M with diluted EPS of $0.05
• Total revenue was $694.3M, slightly down from last year

Allegion achieved $1.02 billion in Q2 2025 revenue, driven by strong Americas non-residential demand. Net income rose to $159.7 million, while adjusted EPS reached $2.04. Operating and adjusted operating margins remained stable, supported by pricing and mix benefits.

• Revenue hit a record $1.02 billion, up 5.8% year-over-year.
• Net income increased to $159.7 million, with EPS at $1.85 and adjusted EPS at $2.04.

Kinsale delivered record EPS and strong underwriting performance, supported by disciplined expense management and increased investment income.

• Record EPS of $5.76 driven by disciplined underwriting
• Underwriting income rose to $95.5M with a combined ratio of 75.8%

Pool Corp. delivered modest sales growth and improved profitability in Q2 2025, supported by strong maintenance product demand and disciplined cost control.

• Net sales rose 1% to $1.78 billion, driven by maintenance products and improved discretionary product sales
• Gross margin remained stable at 30.0% despite unfavorable product mix

LKQ posted a slight revenue decline in Q2 2025 due to weaker parts and services sales but achieved higher net income and EPS, supported by cost reduction efforts and operational efficiencies.

• Revenue was $3.64 billion, down 1.9% year over year
• Net income attributable to stockholders rose to $192 million from $185 million

Old Republic International delivered a robust quarter, driven by strong Specialty Insurance growth, improved underwriting results, and higher investment income, offset by weaker Title Insurance performance.

• Net income rose to $204.4 million, more than doubling from last year.
• EPS increased to $0.81, with operating EPS at $0.83.

A. O. Smith delivered solid earnings in Q2 2025, with strong North America operating margins and improved Rest of World profitability despite weaker sales in China.

• Net sales were $1.01 billion, down 1% YoY.
• Net earnings reached $152.2 million, with EPS at $1.07.

The Ensign Group delivered robust Q2 2025 results, driven by strong occupancy and skilled mix improvements across its facilities, along with higher revenue and EPS.

• Revenue reached $1.23 billion, up 18.5% YoY
• GAAP EPS was $1.44 and adjusted EPS was $1.59

SouthState Corporation delivered a robust performance in the second quarter of 2025, with revenue growing 22% annualized and loan originations increasing by 57% quarter-over-quarter. The company successfully completed the conversion of the IBTX franchise, which contributed to strong returns and enabled an 11% increase in the quarterly cash dividend. Net income reached $215.2 million, and diluted EPS was $2.11, with adjusted diluted EPS at $2.30.

• Reported Diluted Earnings per Share (EPS) of $2.11; Adjusted Diluted EPS (Non-GAAP) of $2.30.
• Net Income of $215.2 million; Adjusted Net Income (Non-GAAP) of $233.8 million.

Coca-Cola Consolidated delivered strong Q2 2025 results with higher revenue and improved margins, driven by pricing and solid execution, though volume slightly declined.

• Revenue grew 3.3% to $1.86B, driven by pricing and strong execution.
• Net income rose to $187.4M, reflecting improved profitability.

American Airlines delivered record revenue of $14.4B and posted a net income of $599M in Q2 2025, supported by strong premium cabin demand and loyalty program growth.

• Record quarterly revenue of $14.4 billion driven by strong international and premium cabin demand
• GAAP EPS of $0.91 and adjusted EPS of $0.95

ADT delivered a solid Q2 2025 with revenue up 7% year-over-year, record recurring monthly revenue, and strong cash flow generation, reinforcing its full-year guidance.

• Revenue increased 7% to $1.29 billion
• Net income rose to $168 million

Sallie Mae posted $67 million in net income for Q2 2025, supported by a 5.31% net interest margin and steady private education loan originations despite higher provisions for credit losses.

• Net income of $67 million with EPS of $0.32
• Private education loan originations reached $686 million

Mohawk delivered Q2 2025 results with $2.8 billion in revenue and $147 million net income, driven by operational efficiencies and cost containment, despite pricing pressures and soft demand.

• Net sales were $2.8 billion, flat year-over-year
• GAAP EPS was $2.34; adjusted EPS was $2.77

Boyd Gaming posted $1.03 billion in Q2 2025 revenue, supported by strong performance in Las Vegas Locals and Midwest & South segments. Adjusted EBITDAR grew to $357.9 million, while net income rose to $151.5 million.

• Revenue reached $1.03 billion, up from $967.5 million YoY
• Net income grew to $151.5 million, EPS at $1.84

Ryder delivered strong Q2 2025 results with EPS growth supported by its supply chain segment and cost-saving initiatives, while used vehicle sales remained weak.

• EPS from continuing operations rose to $3.15, with comparable EPS at $3.32
• Total revenue was $3.189 billion, nearly flat YoY

Darling Ingredients reported flat revenue but significantly lower net income due to weaker Diamond Green Diesel results, while maintaining capital discipline and advancing strategic initiatives.

• Net income fell to $12.7 million from $78.9 million a year ago.
• EPS declined to $0.08 compared to $0.49 in Q2 2024.

Group 1 Automotive achieved record quarterly revenues and gross profit in Q2 2025, driven by robust parts and service performance and significant growth in the U.K., while vehicle margins slightly compressed.

• Total revenue reached $5.7 billion, up 21.4% YoY.
• Net income was $139.8 million, with EPS of $10.77.

FirstCash reported record Q2 2025 operating results, driven by double-digit growth in same-store pawn receivables in both the U.S. and Latin America, strong retail margins, and increased finance receivables despite foreign exchange headwinds.

• Revenue was $830.6 million, nearly flat YoY, with strong pawn loan and retail merchandise growth offset by lower leased merchandise income.
• Net income increased 22% YoY to $59.8 million, with adjusted EPS up 31%.

FTI Consulting reported a slight revenue decline in Q2 2025, with lower net income due to weaker performance in Economic Consulting and Technology segments, partially offset by strong Corporate Finance and Strategic Communications growth.

• Revenue was $943.7 million, down slightly year over year.
• Net income declined to $71.7 million due to higher costs and FX losses.

CNX Resources delivered a robust second quarter in 2025, exceeding revenue and EPS expectations. The company demonstrated strong operational efficiency, leading to significant net income and free cash flow generation. Strategic initiatives, including environmental attribute sales, contributed positively to the financial results.

• Revenue for Q2 2025 reached $450 million, demonstrating strong financial performance.
• Diluted EPS stood at $0.75, indicating healthy profitability.

Valley National Bancorp posted solid Q2 2025 results with net income increasing to $133.2 million and EPS rising to $0.22. Loan growth was driven by commercial and industrial lending, while credit quality remained stable. The bank maintained strong capital ratios and improved efficiency.

• Net income rose to $133.2 million with EPS at $0.22.
• Net interest margin improved to 3.01%, supported by higher loan yields.

Columbia Banking System reported $152.4 million in net income and $0.73 EPS for Q2 2025, supported by strong loan repricing, disciplined expense management, and a 3.75% net interest margin. Efficiency improved to 54.3% as the bank prepared for its upcoming Pacific Premier acquisition.

• Net income reached $152.4 million with EPS of $0.73
• Net interest margin improved to 3.75%

Glacier Bancorp reported $52.8 million in net income and a 3.21% net interest margin for Q2 2025, supported by loan growth and stable deposit costs. The efficiency ratio improved to 62.08% as the company completed the Bank of Idaho acquisition and announced the Guaranty Bancshares deal.

• Net income reached $52.8 million with EPS of $0.45
• Net interest margin improved to 3.21%

Phillips Edison posted $177.8 million in revenue and $12.8 million net income for Q2 2025, driven by strong leasing activity, 97.4% leased occupancy, and strategic acquisitions of grocery-anchored shopping centers.

• Revenue rose to $177.8 million, up from $161.5 million YoY
• Net income attributable to stockholders reached $12.8 million with EPS of $0.10

Hexcel's Q2 2025 results showed a decline in revenue and profit due to softer commercial aerospace demand and restructuring costs, partially offset by growth in defense and space markets.

• Revenue fell to $489.9M, down from $500.4M last year.
• Net income declined sharply to $13.5M due to restructuring charges.

Atlantic Union Bankshares posted GAAP net income of $16.8 million and adjusted operating earnings of $135.1 million in Q2 2025. Net interest margin improved due to loan accretion income from the Sandy Spring acquisition, while efficiency ratio improved on an adjusted basis.

• GAAP EPS was $0.12, while adjusted EPS reached $0.95.
• Net interest margin rose to 3.78% (3.83% FTE).

Moelis posted a robust Q2 2025 with a 38% revenue jump driven by higher average fees per transaction, strong M&A and Capital Markets activity, and improved adjusted pre-tax margins.

• Revenue rose to $365.4M, up 38% from last year
• Net income attributable to Moelis was $41.5M, up sharply from $13.2M

Integer Holdings Corporation delivered a strong second quarter in 2025, with sales increasing by 11% to $476 million and adjusted EPS growing by 19% to $1.55. The company also saw a 15% increase in non-GAAP adjusted operating income, reaching $81 million. This performance led to an upward revision of the full-year adjusted operating income and EPS outlook.

• Sales increased 11% to $476 million in Q2 2025, with organic growth also at 11%.
• Non-GAAP adjusted EPS rose 19% to $1.55, while GAAP diluted EPS from continuing operations increased 18% to $1.04.

Lazard posted $796 million in revenue and $55 million in net income for Q2 2025, driven by robust financial advisory activity and improving asset management flows. AUM rose to $248 billion, while the adjusted compensation ratio improved slightly year over year.

• Total revenue reached $796 million, up 16% year over year.
• Financial Advisory reported record revenue of $497 million.

SkyWest delivered robust Q2 2025 results with revenue growth of 19% year-over-year, boosted by increased block hour production and strong demand. Net income rose to $120 million as operational efficiencies improved despite higher operating expenses.

• Revenue increased to $1.04B, up 19% YoY
• Net income rose to $120M, or $2.91 per diluted share

Associated Banc-Corp achieved record quarterly net interest income of $300 million, with EPS of $0.65 and a net interest margin of 3.04%. Loan growth and strong capital position supported profitability, though deposits declined slightly sequentially.

• Record net interest income of $300M, up 17% YoY
• EPS of $0.65, with net income available to common equity of $108M

Brunswick delivered steady revenue and strong cash generation in Q2 2025, supported by propulsion growth and aftermarket resilience, although tariffs and cautious boat orders weighed on earnings.

• Record Q2 free cash flow of $288 million driven by strong operations
• Propulsion segment sales up 7% YoY, outperforming expectations

First Interstate BancSystem reported net income of $39.4 million and diluted EPS of $0.40 for Q2 2025. Revenue was impacted by lower net interest income due to margin compression, while non-interest income remained flat and credit quality metrics were stable.

• Net income was $39.4 million with diluted EPS of $0.40.
• Revenue reached $242.5 million for the quarter.

In Q2 2025, LG Display returned to profitability with net income of 890.8 billion KRW, thanks to strong foreign exchange gains and other non-operating income, despite weak core operating performance.

• Revenue for Q2 2025 was 5,586.96 billion KRW.
• Net income reached 890.8 billion KRW, driven by FX and other income.

Iridium delivered 8% revenue growth in Q2 2025 driven by engineering and support services, while commercial IoT data continued to expand. Net income fell YoY due to the absence of a one-time gain recorded in Q2 2024.

• Total revenue rose 8% YoY to $216.9 million, driven by engineering and support services
• Operational EBITDA increased 6% YoY to $121.3 million

Eastern Bank delivered solid Q2 2025 earnings driven by higher net interest income, improved net interest margin, and lower non-performing loans. Tangible book value per share increased, reflecting strong capital management.

• Net income rose to $100.2M, or $0.50 per diluted share
• Operating net income was $81.7M, or $0.41 per diluted share

Tri Pointe Homes reported a 22% YoY revenue decline due to lower home deliveries but achieved disciplined margins and expanded its stock repurchase program, reflecting confidence in long-term housing demand.

• Home sales revenue reached $879.8M from 1,326 home deliveries at an average price of $664K
• Net income was $60.7M ($0.68 per share), with adjusted EPS at $0.77 excluding inventory charges

McGrath RentCorp delivered a strong second quarter in 2025, with total revenues climbing 11% year-over-year to $235.6 million. Net income saw a substantial increase to $36.0 million, or $1.46 per diluted share, up from $20.6 million in the prior year, reflecting robust growth in both rental operations and sales, despite some challenging market conditions in certain segments.

• Total revenues increased by 11% to $235.6 million in Q2 2025 compared to Q2 2024, driven by higher rental operations and sales revenues.
• Net income significantly rose to $36.0 million ($1.46 per diluted share) in Q2 2025, up from $20.6 million ($0.84 per diluted share) in the same period last year.

Sonic Automotive delivered record Q2 revenues and gross profit, but a large non-cash impairment charge resulted in a net loss. EchoPark achieved record segment income and adjusted EBITDA, while Franchised Dealerships posted strong F&I and fixed operations growth.

• Record Q2 revenues of $3.66 billion and gross profit of $602.2 million
• Reported net loss of $45.6 million due to a $172.4 million non-cash impairment charge

WNS delivered strong revenue growth in Q1 2026, driven by new clients, expanded relationships, and the Kipi.ai acquisition. However, net income fell due to increased acquisition-related expenses and share-based compensation. Adjusted net income exceeded company expectations, supported by higher transaction volumes and favorable currency movements.

• Revenue grew 9.5% YoY to $353.8 million, with strong client additions
• Net income fell to $21.8 million due to acquisition-related costs and higher expenses

Enova posted robust second-quarter results with revenue up 22% year-over-year, strong originations growth, and improved profitability, while maintaining stable credit performance and liquidity.

• Revenue rose to $764M, up 22% year-over-year
• Net income grew to $76.1M, with EPS of $2.86

Visteon reported $969 million in sales for Q2 2025, with net income of $65 million and adjusted EBITDA of $134 million. The company secured $2.0 billion in new business wins and launched 21 new products. It ended the quarter with a strong net cash position of $361 million and reinstated full-year guidance, raising its outlook for sales, adjusted EBITDA, and adjusted free cash flow.

• Sales of $969 million, slightly down year-over-year due to lower Battery Management System volumes
• Net income of $65 million and diluted EPS of $2.36

The Bancorp posted solid second-quarter results driven by fintech revenue growth and strong payment volumes. Net income rose 11% year-over-year, supported by expanding fintech partnerships and stable credit quality despite higher allowance for credit losses.

• Net income grew to $59.8M, with EPS of $1.27, up 21% year-over-year
• Gross dollar volume surged to $43.65B, an 18% YoY increase

First Financial Bancorp posted a robust second quarter, driven by record revenue of $226.3 million, strong net interest margin, and stable credit quality. Tangible book value per share increased 4% sequentially, reflecting healthy capital growth.

• Record revenue of $226.3M with EPS of $0.73, adjusted EPS $0.74
• Return on average assets of 1.52% and ROATCE of 19.61%

HNI Corporation posted solid Q2 2025 results with $667.1 million in revenue and net income of $48.2 million. Both segments contributed to growth, with Workplace Furnishings achieving significant margin expansion and Residential Building Products growing despite housing market uncertainty. Non-GAAP operating margin reached a record 11.0%.

• Revenue grew 7% year-over-year to $667.1 million
• GAAP operating margin expanded to 10.2%, and non-GAAP operating margin reached 11.0%

Seacoast Banking delivered robust Q2 2025 results with revenue growth, expanded net interest margin, and improved efficiency ratio. Strong credit quality and disciplined cost management supported profitability.

• Net income increased to $42.7M, EPS $0.50, adjusted EPS $0.52
• Net interest margin expanded to 3.58%, up 10 bps QoQ

1st Source Corporation reported a net income of $37.32 million for the second quarter of 2025, a slight decrease from the previous quarter but an increase of 1.43% compared to the same period last year. Diluted EPS was $1.51. The company experienced solid growth in net interest income, offset by higher provision for credit losses and realized losses from strategic investment portfolio repositioning.

• Net income for Q2 2025 was $37.32 million, a 1.43% increase from Q2 2024.
• Diluted net income per common share was $1.51, up 1.34% from $1.49 in Q2 2024.

Ladder Capital Corp delivered a strong second quarter in 2025, with significant improvements in net income and distributable earnings. The company achieved investment grade status and successfully completed its first unsecured bond offering, positioning itself for future growth and capital deployment into new investment opportunities.

• GAAP income before taxes for Q2 2025 was $20.8 million, a substantial increase from the previous quarter.
• Diluted EPS for the quarter stood at $0.14, reflecting improved profitability.

CTS Corporation reported a strong second quarter in 2025, with total sales reaching $135 million, a 4% increase year-over-year. Net income rose significantly to $19 million, up from $15 million in the prior year, and diluted EPS increased to $0.62. The company achieved solid profitability, with adjusted EBITDA margin expanding by 130 basis points to 23.0%, and generated strong operating cash flow of $28 million.

• Total sales for Q2 2025 were $135 million, representing a 4% increase year-over-year.
• Net income for the quarter was $19 million, a substantial increase from $15 million in Q2 2024.

Bel Fuse B Inc reported second quarter 2025 net sales of $168,300,000, up 26.3% year-over-year, with EPS significantly above expectations at $1.67–$2.14 (Class B) and GAAP net income of $26,900,000. Gross margin softened modestly while adjusted EBITDA expanded. Growth was driven by strong performance in Power Solutions & Protection and other segments. :contentReference[oaicite:0]{index=0}

• Revenue increased 26.3% year-over-year to $168.3 million. :contentReference[oaicite:1]{index=1}
• Bel Fuse B reported robust EPS (Class B) around $1.67–$2.14, above expectations. :contentReference[oaicite:2]{index=2}

Piedmont mostró impulso en el arrendamiento y estabilidad financiera en el segundo trimestre de 2025, con más de 1.1 millones de pies cuadrados arrendados y niveles altos de ocupación en mercados clave.

• Los ingresos totales del segundo trimestre de 2025 fueron de $144,708,000.
• EPS GAAP del trimestre fue de $0.13 y el EPS ajustado (Core FFO) fue de $0.36.

Heritage Financial reported a net income of $12.2 million for the second quarter of 2025, down from $13.9 million in the previous quarter and $14.2 million in the same period last year. Diluted earnings per share were $0.36, compared to $0.40 in Q1 2025 and $0.41 in Q2 2024. The results were significantly impacted by a pre-tax loss of $6.9 million on the sale of investment securities and a tax expense of $515,000 related to the surrender of bank-owned life insurance.

• Net income for Q2 2025 was $12.2 million, a decrease from $13.9 million in Q1 2025 and $14.2 million in Q2 2024.
• Diluted earnings per share for Q2 2025 were $0.36, down from $0.40 in the prior quarter and $0.41 in the same quarter last year.

Orchid Island Capital experienced a turbulent second quarter in 2025, primarily due to market volatility from reciprocal tariffs and the passage of the One Big Beautiful Bill Act. The company reported a net loss of $33.6 million, or $0.29 per common share, largely driven by net realized and unrealized losses on RMBS and derivative instruments. Despite the challenges, the company maintained a strong liquidity position and believes it is well-positioned to capture attractive returns in the Agency RMBS market.

• Net loss for Q2 2025 was $33.6 million, a significant increase from a $5.0 million net loss in Q2 2024.
• Book value per common share decreased by $0.73 to $7.21 at June 30, 2025, reflecting the net loss and dividend distribution.

Independent Bank Corporation reported a net income of $16.9 million, or $0.81 per diluted share, for the second quarter of 2025. The company saw an increase in net interest income and net interest margin, alongside growth in loans. Despite market uncertainties, credit metrics remained strong with low non-performing assets. The company also rolled out new technologies and continued to recruit talented bankers.

• Net income for Q2 2025 was $16.9 million, or $0.81 per diluted share.
• Net interest income increased by 7.9% year-over-year to $44.6 million, with net interest margin expanding to 3.58%.

Scholastic delivered solid financial results in fiscal 2025, with strong Adjusted EBITDA in line with original guidance. The fourth quarter saw continued strength in Children's Book Publishing and Distribution, which, combined with successful execution and disciplined cost management, helped offset macroeconomic pressures on school spending impacting the Education division. The company is entering fiscal 2026 with strong momentum, driven by its 360-degree IP strategy and strategic reorganizations.

• Fourth-quarter revenues increased by 7% to $508.3 million, driven by Children's Book Publishing and Distribution and the Entertainment segment.
• Adjusted EBITDA for Q4 increased by 1% to $91.2 million, aligning with original guidance and reflecting effective cost management.