Reports

Visa posted solid financial results in Q3 2025 driven by strong growth in payments volume, cross-border volume, and processed transactions. The company also returned significant value to shareholders.

• Net revenue reached $10.2 billion, up 14% YoY.
• GAAP net income was $5.3 billion, with EPS at $2.69.

UnitedHealth's Q2 2025 revenue grew to $111.6B, but net income dropped as the company faced $1.2B in discrete costs. EPS came in at $3.74 and adjusted EPS at $4.08. Growth was driven by UnitedHealthcare and Optum segments.

• Revenue reached $111.6 billion, up from $98.9 billion in Q2 2024
• Net income fell to $3.41 billion due to $1.2 billion in unfavorable items

AstraZeneca delivered a strong Q2 2025 with $14.46 billion in revenue and $3.5 billion in net income. The company saw continued growth in its oncology, biopharmaceuticals, and rare disease portfolios, supported by new molecular entities entering Phase III trials.

• Q2 2025 revenue reached $14.46 billion, up 11% at constant exchange rates
• Reported EPS was $1.09 per ADS; Core EPS was $2.17 per share

Boeing saw a significant recovery in revenue and narrowed losses due to higher commercial airplane deliveries and operational improvements.

• Revenue increased to $22.7B from $16.9B last year.
• Core loss per share improved from ($2.90) to ($1.24).

Spotify added more users and subscribers than expected and delivered record free cash flow. However, net income turned negative as share-based compensation increased due to stock appreciation.

• Total revenue reached €4.193 billion, up from €3.807 billion a year ago
• Free cash flow hit a record €700 million for the quarter

Starbucks delivered $9.5B in revenue for Q3 2025, with EPS declining due to one-time investments and margin pressures. While comparable sales declined in key regions, store growth and international revenue helped offset broader softness.

• GAAP EPS fell to $0.49, impacted by restructuring and leadership investment costs.
• Net income dropped 47% YoY, totaling $558.3M.

American Tower saw revenue growth in Q2 2025 driven by strong services performance and demand at CoreSite, though net income fell sharply due to foreign currency losses.

• Total revenue rose 3.2% year-over-year to $2.63 billion.
• Net income fell 58.1% to $381 million due to foreign currency losses.

Mondelez delivered solid revenue growth and increased EPS despite volume pressure and cost inflation. Net income rose, driven by favorable derivative impacts and fewer shares outstanding.

• Net revenue rose to $8.984 billion, a 7.7% increase YoY.
• Organic net revenue grew 5.6%, driven by 7.1 percentage points of pricing growth.

UPS delivered Q2 2025 results with $21.2 billion in revenue and $1.28 billion in net income, reflecting strong execution despite a dynamic environment. Operating income came in at $1.82 billion, and the company continued progressing toward its cost-reduction targets.

• Reported revenue of $21.2 billion in Q2 2025.
• Net income was $1.28 billion, with adjusted EPS at $1.55.

Republic Services delivered strong second quarter results, highlighted by increased revenue, net income, and improved EBITDA margins driven by disciplined pricing and operational execution.

• Revenue rose to $4.235 billion in Q2 2025.
• Net income increased to $550 million, with EPS of $1.75.

Ecolab delivered another strong quarter, driven by pricing, volume growth, and productivity. Key segments including Life Sciences and Ecolab Digital contributed to margin expansion and earnings strength.

• Adjusted diluted EPS rose to $1.89, up from $1.68 last year.
• Revenue grew to $4.03B despite a 2% headwind from divestitures.

Royal Caribbean delivered a robust performance in Q2 2025, beating its own guidance on EPS due to strong close-in demand, cost timing benefits, and contribution from TUI Cruises.

• EPS of $4.41 and Adjusted EPS of $4.38 exceeded guidance.
• Revenue reached $4.5 billion for the quarter.

PayPal saw continued profitable growth in Q2 2025, driven by strength in Venmo, branded checkout, and value-added services. Non-GAAP EPS rose 18% as the company raised its full-year guidance.

• Total payment volume reached $443.55 billion, up 6% year-over-year.
• Net income grew to $1.26 billion with a non-GAAP EPS of $1.40.

Johnson Controls delivered solid third-quarter performance with revenue growth, record backlog, and increased adjusted EPS, while raising its full-year guidance due to operational strength and demand momentum.

• Q3 revenue reached $6.1 billion, growing 3% YoY and 6% organically.
• Adjusted EPS was $1.05, above GAAP EPS of $0.94.

Carrier delivered solid performance in Q2 2025, with 6% organic sales growth and significant operating margin gains, driven by strength in Climate Solutions Americas and aftermarket demand.

• Organic sales grew 6% year-over-year, led by strength in the Americas segment.
• Adjusted operating margin expanded by 130 basis points.

Norfolk Southern delivered solid Q2 2025 results with increases in revenue, operating income, and EPS. The company benefited from volume growth and cost management, achieving higher profitability even after adjusting for one-time events.

• Revenue reached $3.11 billion, up from $3.04 billion last year
• Adjusted EPS rose 8% to $3.29 from $3.06 in Q2 2024

Corning delivered robust second-quarter results, driven by strong demand in Optical Communications and new Gen AI products, achieving record core revenue and earnings.

• Core sales reached a record $4.05 billion, up 12% year over year.
• Core EPS rose to $0.60, reflecting a 28% increase from the prior year.

CBRE delivered solid second-quarter performance, driven by strength in resilient revenue streams and improved profitability across most business segments. Advisory and Global Workplace Solutions led the way, while free cash flow and cash from operations declined compared to the prior year.

• Revenue grew 16% YoY to $9.754 billion, led by strong gains in resilient businesses.
• GAAP Net Income rose 65% YoY to $215 million; Core EPS reached $1.19.

EA delivered $1.3 billion in net bookings for Q1 FY26, surpassing guidance, with strong performance across its EA SPORTS portfolio and solid contributions from Apex Legends and catalog titles.

• Net bookings reached $1.298 billion, exceeding the high end of guidance ($1.275B).
• Diluted EPS was $0.79 and net income totaled $201 million for the quarter.

Sysco's Q4 2025 performance showed a 2.8% increase in revenue and solid margin management. Despite a decrease in GAAP net income, adjusted earnings per share rose, reflecting operational improvements and stronger industry trends.

• Q4 revenue rose to $21.1 billion, up 2.8% year-over-year.
• GAAP net income declined 13.2% to $531 million, but adjusted net income increased.

Arch Capital delivered robust Q2 2025 results, achieving $1.2 billion in net income and $979 million in operating income. The reinsurance and mortgage segments saw strong underwriting income, while overall underwriting and investment income contributed positively despite catastrophe losses.

• Net income reached $1.227 billion, or $3.23 per diluted share.
• After-tax operating income was $979 million, or $2.58 per share.

Expand Energy delivered strong Q2 2025 results with revenue of $3.69 billion and adjusted EPS of $1.10, supported by robust production and improved operating performance.

• Revenue reached $3.69 billion in the second quarter.
• Reported GAAP EPS of $4.02 per share.

Seagate delivered a strong Q4 with 30% revenue growth and record gross margin, driven by cloud demand and HAMR ramp.

• Revenue grew to $2.44B in Q4 2025, up from $1.89B the previous year.
• GAAP EPS came in at $2.24, while non-GAAP EPS reached $2.59.

For the three months ended June 30, 2025, DTE Energy generated approximately $3419000000 in operating revenues and reported net income of $229000000. Diluted EPS was $1.10 while operating EPS was $1.36, reflecting challenges in earnings compared with the prior year period.

• Operating revenues were approximately $3419000000 for the quarter.
• Net income was $229000000 for Q2 2025.

Revenue dipped 1% primarily due to divestitures, while organic sales grew 2%. Performance Coatings delivered record quarterly results, offsetting weaker Architectural and Industrial Coatings segments. The company reaffirmed full-year guidance amid ongoing momentum.

• Revenue for Q2 2025 was $4.195 billion, down 1% year-over-year due to divestitures.
• EPS was $1.98; adjusted EPS was $2.22.

Philips achieved 1% sales growth and improved profitability in Q2 2025, driven by strong order intake and AI-powered innovations. The company raised its full-year margin and cash flow outlook while maintaining sales growth guidance.

• Revenue grew 1% year-over-year to €4.3 billion.
• Net income reached €400 million, reflecting strong operational performance.

Hubbell delivered strong second quarter results, with revenue and adjusted EPS both increasing. Growth was supported by strength in Grid Infrastructure and Electrical Solutions, while margin expansion and inventory accounting changes further boosted profitability.

• Revenue grew 2% year-over-year to $1.48 billion, driven by organic growth in both major segments.
• Adjusted EPS rose to $4.93, supported by favorable price realization and productivity.

SoFi delivered record adjusted net revenue and net income for Q2 2025, driven by strong performance across all segments, significant fee-based revenue growth, and an expanding member base.

• Adjusted net revenue reached a record $858.2 million.
• GAAP net income hit a record $97.3 million, seventh consecutive profitable quarter.

Ares Capital maintained consistent net income and EPS in Q2 2025 compared to the prior year, while reducing Core EPS due to lower net investment income. The company continued to grow its investment portfolio and liquidity position.

• GAAP net income for Q2 2025 was $361 million, or $0.52 per share.
• Core EPS for the quarter was $0.50, down from $0.61 in Q2 2024.

W. P. Carey delivered stable Q2 2025 results with AFFO per share growing and net investment activity bolstering revenue. Despite a significant drop in net income due to unrealized losses, the company raised full-year AFFO guidance on the back of robust disposition and investment momentum.

• AFFO per diluted share grew to $1.28, up from $1.17 last year
• Net income declined to $51.2M, impacted by unrealized mark-to-market losses and FX effects

Teradyne's Q2 2025 results showed a decline in both revenue and net income year-over-year, but the company exceeded internal expectations, led by strength in its Semiconductor Test segment driven by AI-related demand.

• Revenue was $652 million, down from $730 million in Q2 2024
• GAAP EPS came in at $0.49, while non-GAAP EPS was $0.57

Unum Group posted Q2 2025 revenue of $3.36 billion with net income of $335.6 million and adjusted EPS of $2.07. Core operations remained strong, supported by premium growth and reinsurance transactions, but year-over-year profit was down.

• Net income for Q2 2025 was $335.6 million, compared to $389.5 million in Q2 2024.
• Adjusted EPS was $2.07, reflecting strong core operations despite lower investment income.

Incyte delivered solid financial results in Q2 2025, driven by double-digit revenue growth and strong net income, supported by increased sales of Jakafi, Opzelura, and the new Niktimvo product.

• GAAP net income reached $404.999 million compared to a loss in Q2 2024.
• Total revenue grew to $1.215 billion in the quarter.

FTAI Aviation delivered robust Q2 2025 results with $676.2 million in revenue and $161.7 million in net income. Aerospace Products led performance, supported by rising module production and a key acquisition. Adjusted EBITDA reached $347.8 million.

• Net income attributable to shareholders was $161.7 million, with diluted EPS of $1.57.
• Aerospace Products revenue grew to $420.7 million, up significantly from $245.2 million in Q2 2024.

The company posted solid results in Q2 2025, including strong leasing activity and NOI growth, while also increasing full-year FFO and NOI guidance.

• Net Income reached $102.6 million, up from $99.3 million a year earlier.
• Nareit FFO per diluted share increased to $1.16.

Logitech delivered a solid start to FY26 with revenue reaching $1.15B and net income of $146M, reflecting strong demand across product categories and regions.

• Revenue rose to $1.15 billion, driven by broad-based growth across product segments.
• Net income increased to $146 million with EPS up to $0.98.

Revenue rose to $605 million with double-digit growth in all segments. Net income and adjusted EPS saw notable gains, supported by higher transaction volume and client expansion.

• Total revenue grew to $605.3M, up from $513.6M YoY.
• Adjusted EPS surged to $2.14 from $1.22 a year ago.

BXP delivered a strong second quarter, outperforming EPS and FFO guidance, increasing full-year projections, executing significant leasing activity, and launching a major development project in NYC.

• EPS of $0.56 beat guidance midpoint by $0.17 per share.
• FFO came in at $1.71 per share, above the $1.66 midpoint guidance.

Stanley Black & Decker reported a solid Q2 2025 with $3.9B in revenue, improved net income compared to last year, and resilience in the DEWALT brand offsetting tariff-related challenges.

• Revenue declined 2% year-over-year to $3.9 billion due to soft outdoor demand and tariff disruptions.
• Net income reached $101.9 million compared to a loss in the prior year quarter.

Penumbra reported a 13.4% year-over-year revenue increase in Q2 2025, with solid gains in both thrombectomy and embolization segments, along with significant improvement in operating margins and profitability.

• Revenue reached $339.5 million, up 13.4% year-over-year.
• Net income was $45.3 million, with a 13.3% net margin.

Frontier Communications achieved record fiber broadband customer additions and strong revenue growth in Q2 2025. Despite a net loss, the company reported its highest quarterly revenue and adjusted EBITDA since emerging from bankruptcy, supported by ongoing fiber expansion and improved ARPU.

• Added 126,000 fiber broadband customers in Q2, a record for the company.
• Total revenue reached $1.539 billion, a 4.0% year-over-year increase.

Lithia & Driveway posted a strong Q2 with record revenue of $9.6 billion and a significant increase in profitability, driven by gains in aftersales and financing operations.

• Revenue hit a record $9.6 billion, up from $9.2 billion in Q2 2024.
• Diluted EPS rose to $9.87, with adjusted EPS reaching $10.24.

Nextracker posted a strong first quarter in FY26, with $864 million in revenue and $157 million in GAAP net income. The company raised its full-year guidance on the back of high demand, ongoing innovation, and strategic acquisitions in AI and robotics.

• Revenue increased 20% YoY to $864 million.
• GAAP net income was $157 million, with an 18.2% margin.

Chemed delivered slight revenue growth in Q2 2025, but net income and EPS declined due to higher costs and Medicare Cap charges at VITAS.

• Revenue reached $618.8 million, up from $595.9 million in Q2 2024.
• Net income declined to $52.5 million, down from $70.9 million last year.

Net income rose to $215.4 million and EPS reached $2.82, driven by strong loan growth, improved margins, and higher noninterest income including gains from investments.

• Net income available to common shareholders was $215.4 million, up 112.5% YoY.
• EPS rose to $2.82 from $2.07 in Q2 2024, while non-GAAP EPS was $2.96.

Commvault exceeded expectations in Q1 2026 with record total revenue and double-digit growth in subscription and SaaS segments. Profitability also improved with higher operating income and EPS, while free cash flow remained strong.

• Total revenue reached $281.98 million, up 26% year-over-year.
• Subscription revenue rose 46% to $181.73 million, driven by SaaS and term-based licenses.

Qorvo exceeded high-end guidance on non-GAAP EPS and gross margin for Q1 2026. While revenue fell year-over-year, profitability improved due to cost initiatives and stronger mix.

• Revenue was $818.8 million, down 7.7% year-over-year.
• GAAP net income was $25.6 million with EPS of $0.27; non-GAAP EPS was $0.92.

ExlService reported a 14.7% YoY increase in revenue for Q2 2025, with net income reaching $66.1 million and EPS growing by 43.9%, supported by operating leverage and demand for AI-powered services.

• Revenue reached $514.5 million, up from $448.4 million in Q2 2024.
• GAAP EPS was $0.40, while non-GAAP EPS came in at $0.49.

STAG Industrial delivered stable performance in Q2 2025, achieving strong leasing activity, growth in Cash NOI and Core FFO, and maintaining high occupancy across its portfolio.

• Achieved net income of $49.96 million and Core FFO per share of $0.63
• Cash NOI rose to $161.7 million, driven by stable leasing activity

Repligen delivered a solid second quarter in 2025, achieving 15% revenue growth and 17% organic non-COVID revenue growth. The company improved gross profit, operating income, and earnings per share year-over-year, while also raising its full-year guidance.

• Revenue grew 15% YoY to $182.4 million with 17% organic non-COVID growth.
• Net income more than doubled to $14.87 million, EPS rose to $0.26.

Armstrong delivered a strong Q2 2025 performance with 16% revenue growth, significant operating and adjusted EBITDA margin expansion, and increased earnings. Both Mineral Fiber and Architectural Specialties segments contributed meaningfully to the company's profitability gains.

• Total revenue reached $424.6 million, up 16% year-over-year.
• Net income increased 33% to $87.8 million, with EPS of $2.01.

Eagle Materials delivered record Q1 2026 revenue of $634.7 million driven by growth in both Heavy and Light Materials segments. Although net income and adjusted EBITDA declined year-over-year due to cost pressures, the company reported resilient sales volumes and maintained strong margins.

• Revenue reached a record $634.7 million, up 4% YoY.
• EPS came in at $3.76 despite an 8% drop in net income.

Chart Industries posted revenue growth of 4% in Q2 2025 and achieved strong adjusted EPS. Orders reached $1.5 billion, up nearly 29%, supported by strength in hydrogen, LNG, marine, and space sectors. Operating and adjusted EBITDA margins remained strong, and free cash flow surged nearly 41% year-over-year.

• Sales reached $1.08 billion, up 4.0% year-over-year.
• Adjusted EPS was $2.59, an 18.8% increase from Q2 2024.

Graphic Packaging delivered Q2 2025 revenue of $2.2 billion, slightly down year-over-year, as divestitures and cost inflation weighed on margins. Net income and adjusted EBITDA declined, but packaging volumes were modestly higher, and capital spending remained elevated due to strategic investments.

• Revenue was $2.2 billion, down 1% from Q2 2024 due to divestitures.
• Net income fell to $104 million, with EPS of $0.34.

Zurn Elkay delivered a solid performance in Q2 2025, driven by 8% core sales growth, improved profitability, and strong free cash flow generation.

• Net sales reached $444.5 million, up from $412.0 million in Q2 2024
• Adjusted EBITDA margin rose to a record 26.5%

Caesars Entertainment posted $2.91 billion in revenue and reduced its net loss to $82 million in Q2 2025. Caesars Digital delivered a record $80 million in adjusted EBITDA, offsetting softness in Las Vegas and Regional segments.

• Total net revenue increased 2.9% YoY to $2.91 billion
• Net loss improved to $82 million from $122 million a year ago

Ternium delivered $3.95 billion in revenue and $259 million in net income for Q2 2025, supported by higher realized steel prices, strong cash generation, and stable mining operations.

• Revenue totaled $3.95 billion, relatively flat sequentially but down 13% YoY
• Adjusted EBITDA rose to $403 million with a 10% margin

Varonis delivered $152.2 million in revenue and continued its transition to SaaS, with 69% of total ARR now from SaaS products and ARR growing 19% YoY. The company reported a GAAP net loss of $35.8 million and non-GAAP EPS of $0.03.

• Total revenue rose to $152.2 million, up from $130.3 million YoY
• ARR reached $693.2 million, growing 19% YoY

GATX posted solid second-quarter results with notable year-over-year improvements in net income and EPS. High fleet utilization and investment activity across segments supported performance.

• Net income rose to $75.5 million, up from $44.4 million in Q2 2024.
• EPS reached $2.06, reflecting stronger performance across segments.

Marathon Digital Holdings delivered a standout Q2 2025, achieving record revenues and net income. Operational efficiency and increased hashrate, combined with the appreciation in bitcoin's value, led to a net income of over $808 million. The company mined 2,358 BTC and now holds nearly 50,000 BTC in its treasury.

• Revenue reached an all-time high of $238.5M, driven by higher BTC prices and mining output.
• Net income surged to $808.2M, aided by a $1.2B gain on digital asset valuation.

Alkermes reported total revenue of $390.7 million and GAAP net income of $87.1 million in Q2 2025, driven by double-digit growth in LYBALVI, ARISTADA, and VIVITROL. The company maintained robust operating margins and reiterated its 2025 financial guidance.

• Total proprietary net sales reached $307.2 million, led by LYBALVI, ARISTADA, and VIVITROL.
• GAAP net income was $87.1 million with diluted EPS of $0.52.

Landstar’s Q2 2025 results showed a modest revenue decrease year-over-year. Net income and operating income also fell, while the company saw improvement in revenue per load and stability in BCO truck count.

• Revenue was $1.211 billion, slightly down from Q2 2024.
• Net income fell to $41.9 million from $52.6 million in the prior year quarter.

Avis Budget Group generated $3.039 billion in revenue in Q2 2025. Net income declined to $4 million, while operating performance showed improvement with higher vehicle utilization and lower fleet costs. The Americas and International segments both contributed positively to Adjusted EBITDA.

• Revenue was stable at $3.039 billion compared to Q2 2024.
• Net income fell to $4 million, down from $14 million a year earlier.

Asbury Automotive delivered a solid Q2 2025, achieving $153 million in net income and $7.76 diluted EPS, both rising sharply from the prior year. The company posted $4.37 billion in revenue and $752 million in gross profit, while adjusted metrics also showed steady operational improvements.

• Net income jumped to $153 million from $28 million a year ago
• Adjusted EPS was $7.43, up from $6.40 in Q2 2024

Freshworks exceeded expectations in Q2 2025, growing revenue to $204.7 million and achieving a $54.3 million adjusted free cash flow. The company showed improved margins and continued strength in AI-driven product adoption.

• Revenue reached $204.7 million, up 18% year-over-year.
• Adjusted free cash flow was $54.3 million, a 65% increase from Q2 2024.

Sensata Technologies delivered Q2 2025 revenue of $943.4 million, down from the prior year due to divestitures and product lifecycle actions. The company achieved higher GAAP operating income and margin despite the revenue drop. Net income declined, but free cash flow improved meaningfully. Adjusted EPS met the upper end of guidance.

• Revenue declined 8.9% YoY to $943.4 million due to divestitures and product lifecycle actions.
• GAAP operating income rose 6.2% YoY to $138.1 million, with margin improving to 14.6%.

Franklin Electric delivered a robust Q2 2025, with $587.4 million in revenue and operating income of $88.1 million. EPS rose to $1.31. All three business segments reported higher sales, and Energy Systems achieved record margin performance. The company reaffirmed full-year guidance, supported by a healthy backlog and demand outlook.

• Revenue rose 8% year-over-year to $587.4 million.
• Operating margin improved to 15.0% with $88.1 million in operating income.

Herc Holdings posted strong revenue growth in Q2 2025, primarily driven by the H&E Equipment Services acquisition. However, the company reported a net loss due to significant transaction-related expenses and losses on assets held for sale.

• Total revenue rose to $1.002 billion, up 18% from Q2 2024.
• Net loss of $35 million driven by acquisition costs and asset write-downs.

PJT Partners posted strong second quarter results with record revenues of $406.9 million and net income attributable to the firm of $32.9 million. Both GAAP and adjusted EPS reached new highs, underpinned by higher strategic advisory activity and a disciplined cost structure.

• Record Q2 revenues of $406.9 million, up from $360.2 million last year
• GAAP EPS of $1.21 and Adjusted EPS of $1.54

Mercury General Corporation delivered a strong Q2 2025 with net income rising to $166.5 million and a combined ratio improvement to 92.5%. Revenues grew year-over-year, supported by higher premiums and investment income. Catastrophe losses were significantly lower than the previous year.

• Net income rose to $166.5 million from $62.6 million in Q2 2024.
• Combined ratio improved to 92.5%, down from 98.9% in the prior year.

Highwoods delivered strong operational performance in Q2 2025, achieving robust leasing activity and maintaining resilient cash flows. Although same property cash NOI declined, rent growth and lease signings supported an improved outlook.

• Reported net income of $18.3 million, or $0.17 per share
• Signed 923,000 sq ft of second-gen leases, including 371,000 sq ft of new leases

NMI Holdings, Inc. delivered strong financial results in Q2 2025, with net income of $96.2 million and diluted EPS of $1.21. The company saw continued growth in its primary insurance-in-force, reaching $214.7 billion, and maintained a robust balance sheet.

• Net income for Q2 2025 was $96.2 million, with diluted EPS of $1.21.
• Primary insurance-in-force grew to $214.7 billion at quarter-end, up 5% year-over-year.

Brightstar Lottery PLC posted Q2 2025 revenues of $631 million and an operating income of $139 million. However, foreign exchange losses and restructuring charges led to a net loss of $60 million. Despite the loss, the company maintained strong liquidity with over $1.3 billion in cash and delivered $274 million in Adjusted EBITDA.

• Revenue reached $631 million, up 3% YoY
• Operating income was $139 million with a 22.0% margin

Red Rock Resorts delivered robust growth in Q2 2025, driven by strength in Las Vegas operations and a catch-up from Native American development fees. Adjusted EBITDA rose 13.7% and net income surged over 55% year-over-year.

• Net revenues rose to $526.3 million, up 8.2% YoY
• Adjusted EBITDA reached $229.4 million, a 13.7% increase

The Cheesecake Factory delivered robust Q2 2025 results, exceeding profitability guidance with record revenue and operational efficiency improvements across its restaurant concepts.

• Achieved record-high revenue of $955.8 million.
• Net income reached $54.8 million with adjusted EPS of $1.16.

WesBanco reported strong second-quarter 2025 results, with significant increases in net income and diluted EPS, driven by the successful acquisition and integration of Premier Financial Corp. The company achieved substantial loan and deposit growth, improved its net interest margin, and enhanced its efficiency ratio, demonstrating strong operational performance and effective expense management.

• Net income available to common shareholders increased by 108.0% year-over-year to $54.9 million.
• Diluted EPS rose by 29.5% year-over-year to $0.57, with adjusted diluted EPS (non-GAAP) increasing by 85.7% to $0.91.

Four Corners Property Trust reported a strong second quarter in 2025, with rental revenue increasing by 10.7% year-over-year to $64.8 million and net income attributable to common shareholders rising to $27.9 million. The company acquired 24 properties for $84.4 million, maintaining a high occupancy rate of 99.4% and a rent collection rate of 99.8%.

• Rental revenue increased by 10.7% year-over-year to $64.8 million in Q2 2025.
• Net income attributable to common shareholders rose to $27.9 million, or $0.28 per diluted share.

Ashland reported a challenging third quarter of fiscal year 2025, with sales declining 15% to $463 million, largely impacted by portfolio optimization initiatives. The company posted a substantial net loss of $742 million, primarily due to a $706 million non-cash goodwill impairment charge. Despite these headwinds, Ashland delivered Adjusted EBITDA generally in line with expectations, supported by strong margins from cost savings and operational discipline.

• Sales decreased 15% to $463 million, with portfolio optimization initiatives accounting for a 10% reduction.
• Net loss was $742 million, primarily driven by a $706 million non-cash goodwill impairment charge.

Werner Enterprises reported total revenues of $753.1 million for Q2 2025, a slight decrease of 1% year-over-year. Despite this, operating income surged by 238% to $66.3 million, and diluted EPS increased by 380% to $0.72, largely due to significant non-GAAP adjustments including a reversal of a $45.7 million net liability from a truck accident verdict and a $7.9 million earnout provision reversal. The Truckload Transportation Services segment saw a revenue decrease but a substantial increase in operating income, while Werner Logistics achieved revenue growth and improved operating income.

• Total revenues for Q2 2025 were $753.1 million, a 1% decrease year-over-year, primarily due to lower fuel surcharge revenues in TTS.
• Operating income dramatically increased by 238% to $66.3 million, and diluted EPS rose by 380% to $0.72, significantly boosted by one-time non-GAAP adjustments.

Northwest Bancshares, Inc. announced a net income of $34 million for the second quarter of 2025, a substantial increase from $5 million in the same quarter last year. The company also reported an adjusted net income of $38 million. Key highlights include a strong net interest margin of 3.56% and successful completion of the Penns Woods merger.

• Net income for Q2 2025 was $34 million, a significant increase of $29 million compared to Q2 2024.
• Adjusted net income (non-GAAP) for Q2 2025 was $38 million, or $0.30 per diluted share.

AtriCure delivered stellar second quarter 2025 results with worldwide revenue of $136.1 million, a 17.1% increase year-over-year. The company significantly improved its net loss and saw a substantial increase in Adjusted EBITDA, reflecting strong adoption of its products and therapies globally.

• Worldwide revenue reached $136.1 million, marking a 17.1% increase year-over-year.
• Net loss improved by $1.8 million year-over-year, totaling $6.2 million.

LendingClub delivered an exceptional second quarter in 2025, achieving substantial year-over-year growth across key financial metrics. Loan originations surged by 32%, total net revenue increased by 33%, and net income saw a remarkable 156% rise. This strong performance was driven by successful product and marketing initiatives, credit outperformance, and efficient expense management, resulting in double-digit returns on equity and tangible common equity.

• Loan originations reached $2.4 billion, marking a 32% increase year-over-year, attributed to effective product and marketing strategies.
• Total net revenue grew by 33% to $248.4 million, driven by higher marketplace sales, improved loan pricing, and increased net interest income.

American Assets Trust reported a net income of $5.5 million and FFO per diluted share of $0.52 for the second quarter of 2025. While these figures represent a decrease compared to the same period in 2024, the company increased its full-year 2025 FFO per diluted share guidance, indicating a positive outlook despite current quarter declines. Leasing activity showed mixed results with office leasing spreads decreasing on a cash basis but increasing on a straight-line basis, while retail leasing spreads increased on both bases.

• Net income available to common stockholders for Q2 2025 was $5.5 million, a decrease from $11.9 million in Q2 2024.
• FFO per diluted share was $0.52 for Q2 2025, down from $0.60 in Q2 2024.

Teladoc Health's second quarter of 2025 saw a 2% decrease in consolidated revenue to $631.9 million, with adjusted EBITDA also declining by 23% to $69.3 million. Despite these decreases, the company significantly reduced its net loss to $32.7 million from $837.7 million in the prior year, primarily due to the absence of a large goodwill impairment charge. Integrated Care segment revenue grew, while BetterHelp revenue declined.

• Consolidated revenue for Q2 2025 decreased by 2% to $631.9 million compared to Q2 2024.
• Net loss significantly improved to $32.7 million ($0.19 per share) in Q2 2025, down from $837.7 million ($4.92 per share) in Q2 2024, largely due to the absence of a major goodwill impairment.

Pebblebrook Hotel Trust's Q2 2025 results surpassed expectations, primarily due to significant rebounds in key markets like San Francisco, Portland, San Diego, and Chicago. The company also highlighted the strong performance of its redeveloped properties and effective cost management, which helped offset increased labor costs and inflationary pressures. However, Los Angeles continued to underperform due to market-specific headwinds.

• Second-quarter results exceeded the company's outlook, driven by strong recoveries in San Francisco, Portland, San Diego, and Chicago.
• Same-Property Total RevPAR increased by 1.3% year-over-year, reaching $371 million, while Same-Property Hotel EBITDA saw a decrease of 6.7%.

Camping World Holdings, Inc. delivered a robust performance in the second quarter of 2025, achieving a 9.4% increase in total revenue to $2.0 billion. The company saw substantial growth in both new and used vehicle unit sales, which increased by 20.9% and 20.4% respectively, contributing to an all-time quarterly volume record of over 45,000 units. Net income surged by 145.7% to $57.5 million, and Adjusted EBITDA grew by 34.7% to $142.2 million, reflecting strong cost execution and improved gross margins in key segments.

• Total revenue increased by 9.4% to $2.0 billion in Q2 2025 compared to the prior year.
• Net income saw a significant improvement of 145.7%, reaching $57.5 million.

Global Industrial Company delivered a strong second quarter performance in 2025, achieving record profitability. Sales increased by 3.2% to $358.9 million, and operating income surged by 26.9% to $33.5 million. The company also reported a record gross margin of 37.1% and a significant increase in diluted EPS to $0.65.

• Net sales for Q2 2025 increased by 3.2% to $358.9 million compared to the prior year.
• Gross profit reached $133.0 million, with a record gross margin of 37.1% for the quarter.

NeoGenomics delivered 10% year-over-year revenue growth to $181,000,000 but widened net loss and saw profitability pressures due to impairments and higher operating costs while key clinical volumes and average revenue per test improved. Guidance for full-year 2025 was reduced.

• Consolidated revenue increased to $181,000,000, up 10% versus prior year. :contentReference[oaicite:0]{index=0}
• Net loss widened to $45,000,000 driven by impairment charges and higher operating expenses. :contentReference[oaicite:1]{index=1}

Shutterstock reported Q2 2025 revenue of 267000000 with net income of 29400000 and EPS of 0.82, driven by growth across its Content and Data, Distribution & Services segments and contributions from the Envato acquisition. Adjusted net income and EBITDA also increased year-over-year, highlighting improved underlying performance. Subscriber count expanded significantly.

• Revenue reached 267000000, up ~21% year-over-year.
• Net income increased to 29400000 compared to 3600000 in the prior year.

Ryerson Holding Corporation reported a revenue of $1.17 billion for the second quarter of 2025, in line with guidance, and achieved a net income of $1.9 million, a significant improvement from the prior quarter's loss. The company saw an increase in average selling prices and tons shipped, alongside strong Adjusted EBITDA, excluding LIFO, at the top of its guidance range.

• Revenue for Q2 2025 reached $1.17 billion, a 3.0% increase quarter-over-quarter, aligning with company guidance.
• The company returned to profitability with a net income of $1.9 million, or $0.06 diluted EPS, compared to a net loss in the previous quarter.

LSB Industries reported a 6% year-over-year increase in sales volumes for the second quarter of 2025, driven by higher sales volumes of UAN and AN, and stronger UAN selling prices. However, net income and adjusted EBITDA decreased due to materially higher natural gas input costs compared to the multi-year low levels in the prior year period.

• Net sales increased to $151.3 million in Q2 2025, up from $140.1 million in Q2 2024.
• Net income decreased significantly to $3.0 million in Q2 2025, compared to $9.6 million in Q2 2024.

CTO Realty Growth experienced a net loss in Q2 2025, but demonstrated strong operational performance with significant leasing activity and positive cash rent spreads. The company reaffirmed its full-year Core FFO and AFFO guidance, indicating confidence in future earnings despite the current quarter's net loss.

• Net Loss attributable to common stockholders was $(0.77) per diluted share for the quarter.
• Signed 190,027 square feet of comparable leases with a positive cash rent spread of 21.6%.

BlueLinx delivered a mixed performance in Q2 2025, with net sales increasing by 2% year-over-year to $780 million, driven by growth in both specialty and structural products. However, net income significantly decreased to $4.3 million from $14.3 million in the prior year, and adjusted EBITDA also saw a decline. The company maintained a strong balance sheet with substantial liquidity and low leverage, enabling continued share repurchases.

• Net sales increased by 2% year-over-year to $780 million, driven by volume increases in both specialty and structural products.
• Gross profit decreased by 2% year-over-year to $120 million, with gross margin at 15.3%, down 60 basis points.

Clearwater Paper delivered a strong second quarter in 2025, with net sales increasing to $392 million from $344 million in the prior year. The company reported net income of $4 million, a significant improvement from a net loss of $42 million in Q2 2024. Adjusted EBITDA also saw a substantial increase to $40 million, up from a negative $9 million in the same period last year, primarily due to higher sales volume from the Augusta facility, favorable timing of maintenance outages, and cost reduction efforts.

• Net sales for Q2 2025 increased to $392 million, up from $344 million in Q2 2024.
• The company achieved a net income of $4 million ($0.22 per diluted share) in Q2 2025, a significant turnaround from a net loss of $42 million ($2.50 per diluted share) in Q2 2024.

Diamond Hill Investment Group, Inc. reported a strong second quarter in 2025 with significant increases in net income and diluted EPS, reaching $15.6 million and $5.73 respectively. This growth was primarily driven by a substantial increase in investment income. However, the company experienced net client outflows of $644 million and a slight decrease in revenue to $36.0 million, alongside a lower net operating profit margin of 22%.

• Net income attributable to common shareholders increased by 92% to $15.6 million, compared to $8.1 million in Q2 2024.
• Diluted earnings per share rose by 96% to $5.73, up from $2.93 in the prior year's second quarter.

RE/MAX Holdings, Inc. experienced a decline in total revenue and Adjusted EBITDA in the second quarter of 2025 compared to the prior year, primarily due to a decrease in U.S. agent count and lower broker fees. However, the company achieved an all-time high in total agent count and improved its GAAP net income and EPS, while also exceeding profit and margin expectations.

• Total Revenue decreased by 7.3% to $72.8 million, primarily due to a decline in U.S. agent count and lower Broker Fees revenue.
• Net income attributable to RE/MAX Holdings, Inc. increased to $4.7 million, and GAAP EPS rose to $0.23.

Rocky Brands, Inc. delivered strong second-quarter results, with net sales increasing by 7.5% to $105.6 million. The company saw a remarkable 58.7% increase in income from operations and a 390.3% surge in net income, reaching $3.6 million. Adjusted net income also showed robust growth, up 224.9% to $4.1 million, driven by strong brand performance and improved gross margins.

• Net sales increased 7.5% to $105.6 million, demonstrating solid top-line growth.
• Income from operations surged by 58.7% to $7.2 million, indicating improved operational efficiency.

Purple Innovation reported a net revenue decline of 12.6% to $105.1 million in Q2 2025, primarily due to delays in Rejuvenate 2.0 shipments, wholesale door count reductions, and softness in e-commerce. Despite this, the company's net loss was $(17.3) million, and adjusted EBITDA improved to $(2.4) million from $(4.1) million in the prior year, driven by disciplined cost management.

• Second quarter 2025 net revenue decreased by 12.6% to $105.1 million compared to $120.3 million in Q2 2024.
• Gross profit for the second quarter was $37.7 million, down from $48.9 million in the prior-year period, with gross margin at 35.9%.