Reports

Apple delivered record Q3 revenue of $94.0 billion, driven by strong performance in iPhone, Mac, and Services, and achieved a 12% increase in EPS.

• Revenue reached $94.0 billion, a new June quarter record.
• iPhone revenue led the growth at $44.58 billion.

Amazon posted a solid quarter driven by strong AWS performance, increased sales across all segments, and continued AI integration across products and operations.

• Revenue reached $167.7B, up from $148.0B in Q2 2024.
• Net income rose to $18.2B, a significant increase from $13.5B last year.

Mastercard delivered strong Q2 2025 results, driven by increased cross-border activity and value-added services. Adjusted EPS reached $4.15, and revenue climbed to $8.13 billion. Net income was $3.77 billion as consumer spending and transaction volumes remained strong.

• Revenue reached $8.13 billion, growing 17% year-over-year.
• Adjusted EPS increased to $4.15, up from $3.59 last year.

AbbVie delivered solid results in Q2 2025 with revenue growth driven by its immunology and neuroscience portfolios, despite ongoing declines in Humira sales and aesthetics.

• Total net revenue reached $15.423 billion, up from $14.462 billion in Q2 2024.
• Adjusted EPS rose to $2.97 while GAAP EPS was $0.52 due to milestone expenses.

Shell posted strong Q2 2025 results with $3.6 billion in net income and continued shareholder returns, though impacted by softer commodity prices and lower trading margins.

• Net income for Q2 2025 was $3.6 billion, with adjusted earnings of $4.26 billion.
• Free cash flow reached $6.53 billion, driven by strong operating cash flow of $11.94 billion.

Stryker delivered robust financial results in Q2 2025, with consolidated net sales reaching $6.0 billion, an 11.1% increase, and adjusted diluted EPS growing by 11.4% to $3.13. The company saw strong organic net sales growth of 10.2%, with significant contributions from both MedSurg and Neurotechnology, and Orthopaedics.

• Consolidated net sales increased 11.1% to $6.0 billion, with organic net sales up 10.2%.
• Adjusted net earnings per diluted share grew 11.4% to $3.13.

AB InBev posted solid Q2 2025 results, driven by revenue and EBITDA growth across key markets. Volume growth in South and Central America offset softer performance in the U.S. The company maintained a strong cash position and generated substantial free cash flow.

• Total revenue was $15.7 billion, reflecting 2.4% organic growth.
• Normalized EBITDA grew 5.2% with margin expansion to 35.4%.

Sanofi delivered a solid Q2 2025 with 10.1% constant exchange rate sales growth and strong contributions from new product launches and immunology. Business EPS rose to €1.59, and net income more than tripled to €3.94 billion.

• Revenue rose to €9.994 billion, up 10.1% at constant exchange rates.
• Net income increased significantly to €3.94 billion from €1.11 billion the prior year.

KLA delivered a solid Q4 performance with revenue and earnings near or above the high end of guidance. The company also achieved over $1 billion in free cash flow for the first time, reflecting strong demand for AI-driven semiconductor solutions.

• Revenue reached $3.175 billion, near the upper end of guidance.
• GAAP EPS was $9.06 and non-GAAP EPS was $9.38, both exceeding expectations.

KKR delivered strong Q2 2025 results with growth in Fee Related Earnings and Adjusted Net Income, boosted by robust fundraising and the strategic acquisition of HealthCare Royalty Partners. Asset Management segment revenues reached $1.86B, supported by $28B in new capital raised.

• Adjusted Net Income reached $1.063B with $1.18 per adjusted share
• Asset Management segment revenue totaled $1.86B

ICE delivered a robust Q2 2025 performance marked by record revenues and solid profitability across its core segments.

• Net income reached $851 million, with adjusted EPS of $1.81.
• Revenue totaled $2.543 billion, driven by strength in trading, fixed income, and mortgage tech.

The company achieved historic net income of $10 billion in Q2, with diluted EPS of $32.60, fueled by fair value gains from bitcoin holdings and aggressive capital raise activity.

• Net income for the quarter reached $10,020,846,000 due to unrealized gains on digital assets.
• Diluted EPS hit $32.60, the highest in company history.

Southern Co faced lower net income and earnings per share compared to Q2 2024, though it posted higher operating revenue driven by utility revenues. Increased expenses and milder weather impacted earnings performance.

• Revenue rose to $6.973 billion, up from $6.463 billion in Q2 2024
• Net income declined to $880 million from $1.203 billion last year

Bristol Myers Squibb delivered $12.3B in revenue for Q2 2025, with strength in its Growth Portfolio offset by legacy product declines. GAAP EPS dropped to $0.64 and net income declined due to a $1.5B IPRD charge related to a new partnership with BioNTech.

• Total revenue reached $12.269 billion, up 1% from Q2 2024
• GAAP EPS was $0.64, significantly impacted by a $1.5B acquired IPRD charge

BBVA delivered robust performance in 2Q25, reporting €2.75B in net income and strong EPS of €0.46, driven by solid revenue growth and disciplined cost management despite a lower rate environment.

• Net income reached €2.75B, reflecting resilience in core operations.
• EPS remained strong at €0.46 amid lower trading income.

CVS Health delivered solid Q2 2025 results with revenue growth across all segments and stable adjusted EPS, while litigation-related charges weighed on GAAP profitability.

• Revenue grew to $98.9B, up from $91.2B a year earlier.
• Adjusted EPS held steady at $1.81, despite litigation headwinds.

Cigna delivered strong Q2 2025 performance, led by continued growth in Evernorth Health Services and reaffirmation of full-year EPS guidance.

• Revenue rose to $67.2 billion, up from $60.5 billion in Q2 2024.
• Adjusted EPS grew to $7.20 from $6.72 year over year.

Ferrari posted €1.79 billion in revenue and €425 million in net income for Q2 2025, driven by product mix and personalization. EPS reached €2.38, with high demand for the 296 Speciale and promising reception of the new Amalfi model.

• Revenue grew to €1.79 billion, supported by richer product and country mix
• Net income reached €425 million with EPS of €2.38

Arthur J. Gallagher & Co. reported a robust second quarter in 2025, with total company revenue reaching $3.1779 billion and diluted EPS of $1.40. The core brokerage and risk management segments demonstrated strong performance, contributing to a 16% revenue growth and a 5.4% organic revenue growth. The company also saw improvements in net earnings margin and adjusted EBITDAC margin, alongside active merger and acquisition activities.

• Total company revenue for Q2 2025 was $3.1779 billion, up from $2.7360 billion in Q2 2024.
• Diluted net earnings per share (EPS) for Q2 2025 was $1.40, an increase from $1.27 in Q2 2024.

Roblox saw revenue rise to $1.44 billion and bookings exceed $1.43 billion in Q2 2025, driven by surging engagement and platform usage. However, the company posted a net loss of $278 million as it continues investing heavily in growth and creator incentives.

• Revenue grew to $1.44 billion, reflecting strong platform monetization.
• Bookings reached $1.44 billion, indicating significant forward-looking demand.

Cloudflare delivered solid Q2 performance with revenue of $512.3 million and non-GAAP net income of $75.1 million. Growth reaccelerated to 28% YoY, driven by strategic wins and customer expansion.

• Revenue reached $512.3 million, a 28% increase YoY.
• Non-GAAP net income was $75.1 million with EPS of $0.21.

Air Products delivered Q3 results that surpassed expectations despite lower helium volumes and the impact of the LNG business divestiture, supported by cost control and productivity improvements.

• GAAP EPS rose to $3.24, while adjusted EPS declined slightly to $3.09.
• Revenue came in at $3.02 billion, driven by higher pricing and energy cost pass-through.

Quanta Services delivered a robust second quarter in 2025, achieving record revenues of $6.77 billion, a significant increase from the previous year. The company also reported strong GAAP diluted EPS of $1.52 and an adjusted diluted EPS of $2.48, reflecting solid operational performance and strategic acquisitions. Net income attributable to common stock reached $229.3 million, and adjusted EBITDA was $668.8 million, both record figures for the quarter. The total backlog hit a record $35.8 billion, indicating continued strong demand for its services.

• Second quarter 2025 revenues reached a record $6.77 billion, up from $5.59 billion in Q2 2024.
• GAAP diluted EPS was $1.52, and adjusted diluted EPS was $2.48, demonstrating strong profitability.

Howmet Aerospace delivered a strong Q2 2025, achieving record revenue and profitability, with notable contributions from the aerospace segments. Free cash flow and share repurchases reflected robust capital allocation, and the company raised full-year guidance across all metrics.

• Revenue reached a record $2.053 billion, driven by growth in aerospace and industrial markets.
• Net income rose to $407 million from $266 million a year earlier.

AMETEK delivered a strong second quarter in 2025, achieving record sales of $1.78 billion, a 2.5% increase year-over-year. The company also saw a 3% rise in operating income to $461.6 million and a 7% increase in adjusted diluted earnings per share to $1.78, demonstrating robust performance despite a challenging economic environment.

• AMETEK achieved record second quarter sales of $1.78 billion, marking a 2.5% increase compared to the second quarter of 2024.
• Operating income grew by 3% to $461.6 million, with operating margins expanding by 20 basis points to 26.0% year-over-year.

Xcel Energy reported strong second quarter 2025 results with diluted GAAP and ongoing earnings per share of $0.75, up from $0.54 in the same period last year. Net income increased to $444 million from $302 million, driven by increased recovery of infrastructure investments. The company reaffirmed its 2025 ongoing EPS guidance of $3.75 to $3.85.

• Second quarter 2025 diluted GAAP and ongoing EPS increased to $0.75 from $0.54 in 2024.
• Net income for Q2 2025 rose to $444 million, compared to $302 million in Q2 2024.

ResMed concluded fiscal year 2025 with a robust fourth quarter, driven by strong global demand for sleep and breathing health devices and an expanding digital health ecosystem. The company achieved double-digit revenue growth and significant improvements in gross margin and earnings per share.

• Revenue increased by 10% to $1.348 billion in Q4 2025, demonstrating strong market demand.
• Non-GAAP gross margin improved by 230 basis points to 61.4%, reflecting enhanced efficiencies.

Vulcan Materials Company delivered a strong second quarter in 2025, with total revenues increasing by 4.4% and net earnings attributable to Vulcan rising by 4.2% year-over-year. The company's aggregates business showed outstanding execution, contributing to a 9% increase in cash gross profit per ton despite a 1% decrease in shipments due to weather challenges. Adjusted EBITDA saw a significant 9.3% improvement, and the company reaffirmed its full-year earnings outlook.

• Total revenues for Q2 2025 reached $2.102 billion, a 4.4% increase from the prior year.
• Net earnings attributable to Vulcan for Q2 2025 were $320.9 million, up 4.2% compared to Q2 2024.

The company delivered robust revenue and earnings growth in Q2 2025, driven by strength in storage and computing, automotive, and communications segments. Margins remained stable, and net income improved significantly year-over-year.

• Revenue reached $664.6M, up from $507.4M in Q2 2024.
• GAAP net income rose to $133.7M with diluted EPS of $2.78.

Ingersoll Rand delivered a strong second quarter in 2025, achieving record orders, revenue, and adjusted EBITDA. The company reported an 8% increase in orders to $1,940 million and a 5% rise in revenues to $1,888 million. Despite a reported net loss of $115 million due to non-cash impairments, adjusted net income stood at $325 million, with adjusted EBITDA reaching $509 million, up 3%. The company maintained a strong financial position with $3.9 billion in liquidity and continued its capital allocation strategy through M&A and shareholder returns.

• Record second quarter orders of $1,940 million, an 8% increase year-over-year.
• Record revenues of $1,888 million, up 5% compared to the second quarter of 2024.

PG&E delivered consistent financial performance in Q2 2025 with stable EPS, steady core earnings, and continued investments in infrastructure and safety upgrades.

• GAAP EPS held steady at $0.24, matching the same period in 2024.
• Non-GAAP core EPS remained flat at $0.31 year-over-year.

LPL Financial delivered a strong second quarter in 2025, with net income rising to $273 million and diluted EPS increasing by 5% year-over-year to $3.40. The company experienced substantial growth in total advisory and brokerage assets, which increased by 28% to $1.9 trillion, driven by both organic net new assets and successful acquisitions. Gross profit also saw a significant increase of 21% year-over-year.

• Net income for Q2 2025 was $273 million, a 12% increase from Q2 2024.
• Total advisory and brokerage assets grew by 28% year-over-year, reaching $1.9 trillion.

Xylem exceeded expectations in Q2 2025, delivering strong organic revenue growth, record-high adjusted EBITDA margin, and increased EPS. The company raised its full-year guidance due to robust demand and disciplined execution.

• Delivered revenue of $2.3 billion with solid growth across all segments
• Reported EPS of $0.93 and adjusted EPS of $1.26

Cameco delivered a robust quarter, with net income surging due to strong uranium segment performance and a $170M (USD) boost from Westinghouse tied to the Dukovany reactor project.

• Net income reached $321M, driven by uranium and fuel services performance and Westinghouse equity earnings.
• Adjusted EPS was $0.71, showing significant year-over-year growth.

Willis Towers Watson delivered strong second quarter 2025 results with revenue of $2.26 billion, flat year-over-year due to the TRANZACT sale, but with 5% organic revenue growth. Diluted EPS increased by 144% to $3.32, and adjusted diluted EPS rose by 20% to $2.86. Operating margin expanded to 16.3%, and adjusted operating margin reached 18.5%, reflecting significant improvements in profitability.

• Revenue for Q2 2025 was $2.26 billion, flat compared to the prior-year quarter, primarily due to the sale of TRANZACT.
• Organic Revenue growth was strong at 5% for the quarter, indicating underlying business health.

KB Financial delivered solid Q2 performance, driven by diversified non-interest income and disciplined cost management, despite ongoing market headwinds.

• Net income for Q2 2025 reached ₩1.738 trillion, reflecting strong group-wide performance.
• EPS came in at ₩4,429, supported by solid interest income and robust non-operating gains.

Kellanova posted modest organic revenue growth in Q2 2025, driven by strength in the Africa noodles business. However, the company faced challenges from demand softness in core categories, leading to declines in operating profit and EPS. Management exceeded internal expectations despite the macro environment and continues to focus on executing through the pending Mars merger.

• Net sales rose slightly to $3.203 billion, with organic sales also up modestly.
• Reported operating profit declined 11% to $438 million, while adjusted operating profit fell 5%.

Cenovus delivered solid financial results in Q2 2025, achieving $851 million in net income and executing major turnarounds ahead of schedule. While revenue declined quarter-over-quarter, the company successfully advanced key growth projects and returned significant capital to shareholders.

• Generated $12.3 billion in total revenue and $851 million in net income.
• Adjusted EPS was $0.84 with free funds flow of $355 million.

Ameren Corporation announced a strong second quarter for 2025, with net income attributable to common shareholders rising to $275 million, or $1.01 per diluted share, compared to $258 million, or $0.97 per diluted share, in the same period last year. This growth was primarily fueled by increased infrastructure investments and the implementation of new Ameren Missouri electric service rates. The company reaffirmed its full-year 2025 diluted EPS guidance, expecting to achieve the top half of the range.

• Second quarter 2025 diluted EPS increased to $1.01 from $0.97 in Q2 2024.
• Net income attributable to common shareholders rose to $275 million in Q2 2025 from $258 million in Q2 2024.

Reddit delivered a strong Q2 2025 with $500 million in revenue and $89 million in net income, driven by advertising growth and increased user engagement.

• Revenue reached $500 million, up significantly from the prior year.
• Net income was $89 million versus a $10 million loss in Q2 2024.

International Paper delivered net income of $75 million in Q2 2025, supported by the full-quarter inclusion of DS Smith. Revenue rose significantly, although higher costs and heavy maintenance weighed on margins.

• Revenue increased to $6.8B, benefiting from the DS Smith acquisition.
• EPS rebounded to $0.14, up from a loss of $0.24 in Q1.

The company delivered a 4% year-over-year increase in revenue and a 5% rise in adjusted EPS. Net income remained strong, and operations were resilient across regions, supported by strategic programs and innovation.

• Revenue rose to $983,221,000, a 4% increase over the prior year.
• Adjusted EPS reached $10.09, up from $9.65 last year.

In Q2 2025, ASE Technology posted revenue of approximately $4.83 billion and net income of $242 million. While EMS declined, ATM grew strongly, and forex gains offset valuation losses. CapEx spending remained high, leading to negative free cash flow.

• Revenue was ~$4.83B, growing YoY and slightly QoQ.
• Net income reached $242M, with EPS of $0.109 per ADS.

EMCOR posted $4.3 billion in revenue and $302.2 million in net income for Q2 2025, driven by strong demand across its U.S. construction segments. The company also reported a record backlog of $11.91 billion, and raised full-year guidance.

• Record quarterly revenue of $4.3B, up 17.4% YoY
• EPS rose to $6.72, a 28% increase YoY

CMS Energy reported a strong second quarter in 2025, with an increase in both reported and adjusted earnings per share compared to the previous year. The company's revenue and operating income also saw significant growth. CMS Energy reaffirmed its 2025 adjusted earnings guidance and announced a new agreement for data center load growth.

• Reported EPS for Q2 2025 was $0.66, up from $0.65 in Q2 2024.
• Adjusted EPS for Q2 2025 was $0.71, an increase from $0.66 in Q2 2024.

Edison International posted Q2 2025 net income of $343 million, a decline from the prior year, impacted by higher O&M costs and regulatory decisions. The company reaffirmed its full-year core EPS guidance.

• Net income for Q2 2025 was $343 million, down from $439 million in Q2 2024
• Diluted EPS came in at $0.89, with core EPS at $0.97

First Solar reported strong second-quarter results with net sales of $1.1 billion and diluted EPS of $3.18, driven by increased module sales. The company also significantly increased its net cash balance and maintained its full-year EPS guidance midpoint, reflecting a strengthened position in the solar manufacturing industry.

• Net sales for the second quarter reached $1.1 billion, a $0.3 billion increase from the prior quarter, primarily due to higher module sales volume.
• Diluted net income per share was $3.18, up from $1.95 in the first quarter of 2025.

Baxter International Inc. delivered a performance in line with its guidance for the second quarter of 2025, with worldwide sales from continuing operations reaching $2.81 billion, a 4% increase on a reported basis. The company reported GAAP diluted EPS of $0.24 and adjusted diluted EPS of $0.59. A key highlight was the appointment of Andrew Hider as the new President and CEO, signaling a focus on accelerating innovation and sustainable growth.

• Second-quarter sales from continuing operations reached $2.81 billion, marking a 4% increase on a reported basis and 1% operationally, aligning with previous guidance.
• U.S. GAAP diluted EPS from continuing operations was $0.24, while adjusted diluted EPS from continuing operations stood at $0.59, also in line with guidance.

In Q4 2025, Clorox posted strong adjusted EPS growth and higher net income, driven by ERP-related inventory builds and margin expansion despite a challenging pricing environment.

• Q4 revenue rose 4% to $1.99 billion, aided by ERP-related shipments
• EPS increased 55% to $2.68, with adjusted EPS up 58% to $2.87

APi Group delivered a robust second quarter in 2025, achieving record net revenues of $2.0 billion, a 15.0% year-over-year increase, and strong organic growth of 8.3%. The company also reported record net income of $77 million, up 11.6%, and record adjusted EBITDA of $272 million, an increase of 17.7%, with margin expansion to 13.7%. This strong performance led to a raised full-year guidance for both net revenues and adjusted EBITDA.

• Record second quarter net revenues reached $1.99 billion, demonstrating a 15.0% year-over-year growth and 8.3% organic growth.
• Net income for the second quarter was a record $77 million, marking an 11.6% increase compared to the prior year.

Illumina delivered a solid second quarter in fiscal year 2025, with revenue of $1.06 billion, a GAAP diluted EPS of $1.49, and a non-GAAP diluted EPS of $1.19. The company exceeded its guidance, driven by strong performance in X consumables and accelerating growth in its clinical segment, despite a challenging funding environment in research. Operational excellence contributed to margin expansion, leading to increased full-year expectations.

• Revenue for Q2 2025 was $1.06 billion, a 3% decrease from Q2 2024 on both a reported and constant currency basis.
• GAAP diluted EPS was $1.49 and non-GAAP diluted EPS was $1.19 for Q2 2025.

XPO Logistics delivered strong results in the second quarter of 2025, with adjusted EBITDA of $340 million and adjusted diluted EPS of $1.05, both surpassing expectations. The North American Less-Than-Truckload (LTL) business achieved an adjusted operating ratio of 82.9%, showing a year-over-year improvement, driven by above-market pricing growth and share gains despite a soft freight environment. Revenue remained stable year-over-year at $2.08 billion, while net income and diluted EPS saw declines compared to the prior year, partly due to a one-time tax benefit in the European business in 2024.

• Adjusted EBITDA reached $340 million, exceeding expectations.
• Adjusted diluted EPS was $1.05, also surpassing expectations.

American Homes 4 Rent (AMH) delivered a robust second quarter in 2025, with rents and other single-family property revenues increasing by 8.0% year-over-year to $457.5 million. Net income attributable to common shareholders rose to $105.6 million, or $0.28 per diluted share. The company also raised its full-year 2025 Core FFO guidance midpoint to $1.86 per share, reflecting strong leasing performance and favorable property tax information.

• Rents and other single-family property revenues increased 8.0% year-over-year to $457.5 million in Q2 2025.
• Net income attributable to common shareholders grew to $105.6 million, or $0.28 per diluted share, in Q2 2025, up from $92.1 million, or $0.25 per diluted share, in Q2 2024.

Reinsurance Group of America (RGA) reported a decrease in net income and adjusted operating income for the second quarter of 2025 compared to the prior year, primarily due to claims volatility in its U.S. Individual Life business. Despite this, the company maintained strong momentum overall, benefiting from its global platform and successful execution of its Creation Re strategy. RGA also significantly increased its estimated deployable capital and remains optimistic about future business prospects.

• Net income available to RGA shareholders was $180 million, or $2.70 per diluted share, a decrease from $203 million, or $3.03 per diluted share, in the prior-year quarter.
• Adjusted operating income totaled $315 million, or $4.72 per diluted share, down from $365 million, or $5.48 per diluted share, in the same period last year.

MasTec delivered strong financial results in Q2 2025, posting record revenue of $3.5 billion and a significant increase in earnings. The performance was led by double-digit growth across Communications, Power Delivery, and Clean Energy & Infrastructure. The company also reported a record backlog of $16.5 billion.

• Q2 2025 revenue reached $3.5 billion, up 20% YoY
• Net income rose to $90.1 million, with EPS of $1.09

Masco Corporation reported a 2% decrease in net sales to $2,051 million for the second quarter of 2025. Despite the sales decline, the company achieved a 110 basis point increase in operating profit margin to 20.1% and an 8% growth in adjusted earnings per share to $1.30. The Plumbing Products segment saw a 5% increase in net sales, while Decorative Architectural Products experienced a 12% decrease.

• Net sales decreased by 2% to $2,051 million in Q2 2025 compared to the prior year.
• Operating profit margin increased by 110 basis points to 20.1%, with adjusted operating profit margin also rising by 100 basis points to 20.1%.

The company faced lower core organic sales and commodity deflation, leading to declines in revenue, net income, and margins. However, solid free cash flow and disciplined capital deployment underscored operational resilience.

• Net income dropped to $185 million, down from $344 million a year ago.
• Revenue fell 5.0% to $4.23 billion, impacted by lower demand in Multi- and Single-Family segments.

Carpenter Technology delivered a record fourth quarter in fiscal year 2025, achieving $151.4 million in operating income and $2.21 earnings per diluted share. The company also generated a record $201.3 million in adjusted free cash flow for the quarter, contributing to its most profitable fiscal year ever.

• Record operating income of $151.4 million in Q4 2025.
• Record adjusted free cash flow of $201.3 million in Q4 2025.

Camden Property Trust delivered a strong second quarter in 2025, with net income attributable to common shareholders significantly increasing to $80.67 million from $42.917 million in the prior year. Property revenues also saw a modest increase, and the company maintained high occupancy rates, indicating stable operational performance. The company's EPS of $0.74 exceeded guidance, partly due to a gain on the sale of an operating property.

• Net income attributable to common shareholders increased to $80.67 million in Q2 2025, up from $42.917 million in Q2 2024.
• Diluted EPS for Q2 2025 was $0.74, which included a $0.43 per diluted share gain from the sale of an operating property.

Roku exceeded expectations in Q2 2025, driven by an 18% rise in platform revenue and strong advertising performance. The company returned to profitability and announced a $400 million stock repurchase program.

• Total revenue reached $1.11 billion, up 15% year over year.
• Net income turned positive at $10.5 million, compared to a $33.9 million loss in Q2 2024.

ITT Inc. delivered a strong second quarter in 2025, with revenue increasing by 7% to $972.4 million and adjusted EPS growing by 10% to $1.64. The growth was driven by strong organic performance across all segments, productivity savings, and strategic acquisitions. The company also generated robust free cash flow and raised its full-year revenue and EPS guidance.

• Orders grew by 16% (13% organic), surpassing $1.0 billion for the second consecutive quarter, indicating strong future demand.
• Revenue increased by 7% (4% organic) to $972.4 million, driven by pump projects, aerospace and industrial connectors, and share gains in automotive and rail.

ATI Inc. reported strong second quarter 2025 results, with sales reaching $1.14 billion and net income attributable to ATI of $100.7 million. The company experienced significant year-over-year growth in net income, EPS, and adjusted EBITDA, primarily driven by robust demand in the aerospace and defense markets. ATI also raised its full-year adjusted earnings and cash flow guidance, reflecting confidence in continued strong performance.

• Sales for Q2 2025 were $1.14 billion, a 4% increase year-over-year.
• Net income attributable to ATI grew by 23% year-over-year to $100.7 million.

Lincoln Electric Holdings, Inc. reported strong second quarter 2025 results, with net sales increasing by 6.6% to $1,088.7 million. The company achieved a net income of $143.4 million and diluted EPS of $2.56, with adjusted EPS reaching $2.60. Operating income margin stood at 17.6%, and adjusted operating income margin was 17.9%. The company also generated $144 million in cash flows from operations and returned $169 million to shareholders.

• Net sales increased by 6.6% to $1,089 million, driven by a 2.9% increase in organic sales and a 3.0% benefit from acquisitions.
• Diluted EPS was $2.56, with adjusted EPS at $2.60, reflecting a significant improvement compared to the prior year.

Omega Healthcare saw increased profitability in Q2 2025 with $140 million in net income and continued its investment momentum with $527 million in new investments.

• Net income rose to $140 million from $117 million in Q2 2024.
• Adjusted FFO reached $232 million, up from $185 million a year ago.

Essential Utilities delivered a strong second quarter in 2025, with net income increasing to $107.8 million and EPS rising to $0.38, up from $75.4 million and $0.28 respectively in Q2 2024. Total revenues grew by 18.5% to $514.9 million, primarily due to higher rates in both regulated water and natural gas segments, along with increased purchased gas costs. The company also continued its significant infrastructure investments and increased its quarterly dividend.

• Net income for Q2 2025 increased to $107.8 million, up from $75.4 million in Q2 2024.
• Earnings per share (EPS) for Q2 2025 rose to $0.38, compared to $0.28 in Q2 2024.

Procore Technologies, a leading global provider of construction management software, announced strong financial results for the second quarter of 2025. The company reported a 14% year-over-year increase in revenue, reaching $324 million, alongside healthy GAAP and non-GAAP gross and operating margins. Procore also demonstrated positive operating and free cash flow, indicating efficient growth and a commitment to profitability improvement.

• Revenue for Q2 2025 reached $324 million, marking a 14% increase compared to the previous year.
• The company achieved a non-GAAP gross margin of 83% and a non-GAAP operating margin of 13% in the second quarter.

AptarGroup delivered a solid second quarter in 2025, with reported sales increasing by 6% and core sales by 3%. Net income rose by 24% to $112 million, and reported EPS increased by 25% to $1.67. All segments contributed positively, with Pharma and Closures driving growth through increased volumes and higher-value products. The company also returned $100 million to shareholders through share repurchases and dividends.

• Reported sales increased 6% to $966 million, with core sales up 3% compared to the prior year quarter.
• Net income grew 24% to $112 million, and reported earnings per share increased 25% to $1.67.

CubeSmart delivered stable operational results in Q2 2025, with FFO per share at the high end of guidance despite year-over-year declines in net income and occupancy.

• Reported EPS was $0.36 and Adjusted FFO per share was $0.65.
• Net income attributable to common shareholders totaled $82.96 million.

Huntington Ingalls Industries (HII) reported a solid second quarter in 2025, with revenues reaching $3.1 billion, a 3.5% increase year-over-year. The growth was primarily driven by strong performance across Newport News Shipbuilding, Mission Technologies, and Ingalls Shipbuilding. Despite a decrease in operating income and net earnings compared to the prior year, the company generated significant free cash flow of $730 million and achieved a record total backlog of $56.9 billion, indicating strong future prospects.

• Total revenues for Q2 2025 were $3.1 billion, marking a 3.5% increase from Q2 2024.
• The company reported a record total backlog of $56.9 billion as of June 30, 2025, driven by $11.9 billion in new contract awards.

Wesco International delivered a strong second quarter in 2025, with reported net sales climbing 7.7% year-over-year and organic sales growing 7.2%. The company's performance was significantly boosted by a 65% surge in data center sales, which exceeded $1 billion. Adjusted diluted EPS increased by 6% year-over-year, and adjusted EBITDA margin improved sequentially, reflecting strong operating leverage.

• Reported net sales increased by 7.7% year-over-year to $5,899.6 million, driven by strong organic growth.
• Organic sales grew by 7.2% year-over-year, with significant contributions from CSS (17% organic growth) and EES (6% organic growth).

Eastman Chemical Company announced its second-quarter 2025 financial results, reporting sales revenue of $2,287 million and diluted EPS of $1.20. The company faced significant challenges including a tough macroeconomic backdrop, increased tariffs, and an unplanned outage in Chemical Intermediates, which impacted EBIT by approximately $20 million. Despite these headwinds, specialty businesses showed resilience, and the company continued to make progress with its circular platform.

• Sales revenue for Q2 2025 was $2,287 million, a decrease from $2,363 million in Q2 2024.
• Diluted earnings per share (EPS) for Q2 2025 were $1.20, down from $1.94 in the prior year.

Ryan Specialty posted a solid quarter with double-digit revenue growth and margin expansion despite a challenging property pricing environment. Adjusted EBITDAC rose significantly, and adjusted net income showed healthy gains.

• Total revenue rose 23% year-over-year to $855,170,000
• Net income increased to $124,705,000, up 5.6% year-over-year

Paramount reported slight top-line growth, positive net income, and a notable improvement in DTC profitability driven by Paramount+. CBS remained the top broadcast network, and 'Mission: Impossible' delivered a record-breaking box office performance.

• Total revenue reached $6.85B, up 1% YoY
• Paramount+ revenue grew 23% with strong subscriber engagement

Agree Realty delivered steady operational performance in Q2 2025, with modest growth in AFFO and Core FFO per share despite a year-over-year decline in Net Income. The portfolio remained nearly fully leased, and the company raised investment and AFFO guidance for FY 2025.

• Net Income for Q2 2025 was $47.3 million, down 10.5% year-over-year.
• AFFO per share rose to $1.06, up from $1.04 last year.

Floor & Decor Holdings, Inc. announced strong financial results for the second quarter of fiscal 2025, with net sales increasing by 7.1% to $1,214.2 million and diluted EPS rising by 11.5% to $0.58. The company also achieved its first quarterly comparable store sales increase since Q4 2022, growing by 0.4%, and opened three new warehouse stores.

• Net sales for Q2 2025 reached $1,214.2 million, marking a 7.1% increase compared to the same period last year.
• Diluted earnings per share (EPS) for Q2 2025 increased by 11.5% to $0.58, up from $0.52 in Q2 2024.

AppFolio reported robust financial results for the second quarter of 2025, with revenue increasing by 19% year-over-year to $236 million. The company demonstrated strong profitability with GAAP operating income of $41 million and non-GAAP operating income of $62 million. Net cash provided by operating activities also saw a healthy increase to $53 million.

• Revenue grew 19% year-over-year, reaching $236 million in Q2 2025.
• GAAP operating income was $41 million, representing a 17.2% margin, while non-GAAP operating income reached $62 million, or 26.2% of revenue.

Cullen/Frost Bankers demonstrated strong performance in the second quarter of 2025, with net income available to common shareholders increasing to $155.3 million and diluted EPS rising to $2.39. The company achieved solid loan growth and a slight increase in average total deposits, highlighting the durability of its organic growth model.

• Net income available to common shareholders for Q2 2025 increased to $155.3 million, up from $143.8 million in Q2 2024.
• Diluted EPS for Q2 2025 was $2.39, an increase from $2.21 in the same period last year.

HF Sinclair delivered a strong second quarter in 2025, with significant increases in net income and adjusted EPS compared to the previous year. The Refining segment showed substantial improvement due to higher adjusted refinery gross margins, while the Marketing and Midstream segments also contributed positively. The company continued to return capital to shareholders through dividends and share repurchases.

• Net income attributable to HF Sinclair stockholders increased by 37% to $208 million, or $1.10 per diluted share, in Q2 2025.
• Adjusted net income attributable to HF Sinclair stockholders rose significantly to $322 million, or $1.70 per diluted share, in Q2 2025.

AGCO reported second-quarter net sales of $2.6 billion, an 18.8% decrease year-over-year, with reported EPS of $4.22 and adjusted EPS of $1.35. Despite a challenging global agricultural environment, the company achieved solid results through disciplined cost control, restructuring initiatives, and aggressive production cuts to reduce inventory. Strong cash flow generation was a highlight, and the full-year net sales and adjusted EPS outlook was raised.

• Net sales for the second quarter of 2025 were $2.6 billion, an 18.8% decrease compared to the second quarter of 2024.
• Reported earnings per share were $4.22, and adjusted earnings per share were $1.35 for the quarter.

Corcept Therapeutics experienced robust growth in its hypercortisolism business, achieving record numbers of new prescribers and patients. Despite this, financial results were impacted by a specialty pharmacy vendor's capacity issues. The company reported increased revenue year-over-year but a slight decline in net income and diluted EPS. Corcept also provided an updated revenue guidance for 2025.

• Second quarter 2025 revenue increased to $194.4 million, up from $163.8 million in Q2 2024.
• Net income for Q2 2025 was $35.1 million, a slight decrease from $35.5 million in Q2 2024.

In Q2 2025, AES posted a net loss due to higher tax expenses and losses from sales-type leases, but demonstrated strong operational performance, particularly in Renewables. Adjusted EPS increased significantly, and the company reaffirmed its 2025 guidance targets.

• Net loss attributable to AES was $95 million, with a diluted EPS of -$0.15.
• Adjusted EPS rose to $0.51 from $0.38 in Q2 2024.

Casella Waste Systems, Inc. delivered a robust second quarter in 2025, with revenues climbing to $465.3 million, a 23.4% increase year-over-year, primarily fueled by strategic acquisitions and consistent price growth across its solid waste operations. While Adjusted EBITDA saw a healthy 19.5% increase to $109.5 million, net income decreased by 25.7% to $5.2 million, mainly due to higher depreciation and amortization expenses from acquisition growth. The company also updated its fiscal year 2025 guidance, raising revenue and the lower end of Adjusted Free Cash Flow estimates.

• Revenues for Q2 2025 reached $465.3 million, marking a significant 23.4% increase from the same period in 2024, largely due to the impact of recent acquisitions.
• Solid waste pricing demonstrated strong growth, with a 5.0% increase overall, including 4.9% in collection price growth and 5.8% in disposal price growth.

In Q2 2025, SPX achieved 10.2% revenue growth and 16.2% higher income from continuing operations. Both operating income and adjusted EBITDA improved significantly, driven by solid demand, strong execution, and accretive acquisitions. The company raised its full-year guidance.

• Revenue rose to $552.4 million, up 10.2% from Q2 2024.
• GAAP EPS grew to $1.10, while adjusted EPS increased to $1.65.

BorgWarner's Q2 2025 results showed a 1% increase in revenue year-over-year with solid adjusted earnings and strong free cash flow, despite modest declines in gross profit and margins. Growth was driven by eProduct performance and disciplined cost controls.

• Revenue reached $3.638 billion, up 1% from Q2 2024
• Adjusted EPS was $1.21, slightly higher than the prior year

Universal Display Corporation achieved record financial performance in Q2 2025, driven by strong execution and increasing demand in the OLED IT market. The company reported a significant increase in total revenue and net income, leading to a raised lower end of its 2025 revenue guidance.

• Total revenue for Q2 2025 increased to $171.794 million from $158.505 million in Q2 2024.
• Net income for Q2 2025 rose to $67.264 million, up from $52.337 million in the same period last year.

Gildan delivered a strong second quarter with record revenue of $919 million and record adjusted EPS of $0.97, driven by robust Activewear performance, improved gross margin, and operational efficiency. However, Hosiery and International segments saw declines.

• Record revenue of $919 million, up 6.5% YoY
• Adjusted EPS hit a record $0.97, up 31.1% YoY

Bright Horizons Family Solutions delivered robust performance in the second quarter of 2025, driven by increased enrollment and tuition prices in child care centers, as well as higher utilization of back-up care services. The company saw a 9% increase in revenue, a 40% rise in net income, and a 42% increase in diluted EPS, demonstrating disciplined execution and strong client relationships.

• Revenue increased by 9% to $731.6 million in Q2 2025, primarily due to enrollment gains and tuition price increases.
• Net income grew by 40% to $54.8 million, and diluted EPS increased by 42% to $0.95.

Dolby Laboratories delivered solid results in the third quarter of fiscal 2025, with total revenue increasing to $315.5 million and GAAP net income attributable to Dolby Laboratories, Inc. reaching $46.1 million. The company saw growth in both licensing and products and services segments, and reported a significant increase in cash and cash equivalents.

• Total revenue for Q3 fiscal 2025 was $315.5 million, an increase from $288.8 million in the same period last year.
• GAAP net income attributable to Dolby Laboratories, Inc. rose to $46.1 million, up from $38.4 million in Q3 fiscal 2024.

Bio-Rad Laboratories delivered solid second-quarter 2025 results, with total net sales reaching $651.6 million, a 2.1% increase year-over-year. The company reported a net income of $317.8 million, a substantial turnaround from a net loss in the prior year, primarily driven by a favorable change in the fair market value of its investment in Sartorius AG. Non-GAAP diluted EPS was $2.61.

• Total net sales for Q2 2025 increased by 2.1% to $651.6 million compared to Q2 2024.
• GAAP net income was $317.8 million ($11.67 per diluted share), a significant improvement from a net loss of $(2,165.5) million in Q2 2024, largely due to the revaluation of the Sartorius AG investment.

Arrow Electronics exceeded expectations in Q2 2025 with strong top- and bottom-line results. Both Global Components and ECS segments surpassed their guidance ranges, and the company generated higher earnings per share than anticipated.

• Revenue reached $7.58 billion, up 10% year-over-year.
• EPS of $3.59 and Non-GAAP EPS of $2.43 both beat guidance.

KBR delivered a strong second quarter in fiscal year 2025, with revenues reaching $1.952 billion, a 6% increase year-over-year. The company achieved double-digit growth in Adjusted EBITDA and Adjusted EPS, expanding margins and maintaining robust cash flow. Net income attributable to KBR was $73 million, while Adjusted EPS stood at $0.91. The company is revising its fiscal year 2025 guidance due to the HomeSafe Alliance JV contract termination and other factors.

• Revenues increased by 6% to $1.952 billion, primarily driven by growth in Defense & Intel, fueled by the LinQuest acquisition.
• Adjusted EBITDA grew by 12% to $242 million, with an Adjusted EBITDA margin of 12.4%, reflecting strong operating performance.

Kirby Corporation delivered a solid second quarter in 2025, with net earnings attributable to Kirby increasing to $94.3 million, or $1.67 per share, up 17% year-over-year. Consolidated revenues reached $855.5 million, an increase from $824.4 million in the prior year. Both marine transportation and distribution and services segments contributed positively, benefiting from healthy customer demand, disciplined pricing, and operational focus.

• Second quarter 2025 earnings per share increased by 17% year-over-year to $1.67.
• Inland marine transportation experienced steady market conditions with sequential increases in spot market prices and operating margins in the low 20% range.

CCC Intelligent Solutions Holdings Inc. delivered robust second quarter results, with total revenue increasing by 12% year-over-year to $260.5 million and adjusted EBITDA margin reaching 42%. The company's solid performance was driven by its durable business model, operational efficiency, and continued investment in innovation, with several large customers progressing from pilot to broader rollouts of new solutions.

• Total revenue for Q2 2025 increased by 12% year-over-year to $260.5 million.
• Adjusted EBITDA reached $108.1 million, representing a 42% margin, up from 41% in Q2 2024.

Despite a year-over-year decline in revenue and earnings, Fortune Brands delivered solid performance relative to market conditions, with strategic execution and cost control efforts supporting profitability.

• Revenue was $1.2 billion, down 3% year-over-year.
• GAAP EPS was $0.83, while non-GAAP EPS was $1.00.

InterDigital reported a strong second quarter in 2025, with revenue reaching $200.2 million, a substantial increase from the previous year. The company's net income was $100.1 million, and diluted EPS stood at $3.98. A landmark licensing agreement with Samsung, valued at over $1 billion, significantly contributed to these results, pushing annualized recurring revenue to an all-time high of $553 million. The company also raised its full-year 2025 revenue guidance.

• Revenue for Q2 2025 was $200.2 million, a significant increase compared to Q2 2024.
• Net income for the quarter was $100.1 million, with diluted EPS at $3.98.

Credit Acceptance reported a GAAP net income of $87.4 million for Q2 2025, a substantial increase from a net loss in Q2 2024. This improvement was largely due to a significant decrease in the provision for credit losses. However, consumer loan assignment unit and dollar volumes declined, and operating expenses increased, primarily due to higher legal expenses.

• GAAP net income for Q2 2025 was $87.4 million, a significant improvement from a net loss of $47.1 million in Q2 2024.
• The provision for credit losses decreased by 46.2% ($148.0 million), primarily due to a smaller downward forecast adjustment compared to the prior year.

Itron delivered strong second quarter results, achieving record levels of margin, profitability, and cash flow. Revenue was $607 million, with significant increases in gross profit, net income, and EPS compared to the prior year. The company saw growth in Outcomes revenue, while Device Solutions and Networked Solutions experienced slight decreases.

• Revenue for Q2 2025 was $607 million, a slight decrease from $609 million in Q2 2024.
• GAAP diluted EPS increased by $0.37 to $1.47, and non-GAAP diluted EPS increased by $0.41 to $1.62.

Janus Henderson Group plc delivered a solid second quarter in 2025, with year-over-year increases in net flows, revenue, operating income, and EPS. The company achieved positive net inflows for the fifth consecutive quarter, largely due to a strategic partnership with Guardian Life Insurance Company of America, which contributed significantly to AUM. Investment performance remained strong, with a majority of AUM outperforming benchmarks.

• AUM increased to US$457 billion as of June 30, 2025, representing a 27% year-over-year and 23% quarter-over-quarter increase.
• Net inflows for Q2 2025 were US$46.7 billion, including US$46.5 billion from the strategic partnership with Guardian Life Insurance Company of America.

Allegro MicroSystems delivered robust first-quarter fiscal year 2026 results, with total net sales reaching $203.4 million, a 22% increase year-over-year. This growth was primarily fueled by strong performances in the e-Mobility and Industrial and Other segments, which saw increases of 31% and 50% respectively. Non-GAAP diluted EPS significantly improved to $0.09, demonstrating strong operating leverage. The company also reported healthy free cash flow of $51 million.

• Total net sales for Q1 FY26 increased by 22% year-over-year, reaching $203.4 million.
• Non-GAAP diluted EPS for the quarter was $0.09, nearly tripling from the prior year, indicating significant operating leverage.

Lincoln Financial posted $688 million in net income and strong earnings across its diversified segments in Q2 2025, reflecting strategic execution, improved investment income, and strong sales growth across annuities, life insurance, and group protection.

• Net income available to common stockholders was $688 million with EPS of $3.80.
• Adjusted operating income reached $427 million with non-GAAP EPS of $2.36.

Shake Shack delivered a robust performance in Q2 2025, with total revenue climbing to $356.5 million, a 12.6% increase year-over-year. The company saw substantial growth in operating income and net income, alongside healthy system-wide and same-Shack sales increases, demonstrating strong operational execution and profitability.

• Total revenue reached $356.5 million, marking a 12.6% increase from Q2 2024.
• Operating income significantly improved to $22.4 million, up from $10.8 million in the prior year.

Despite posting a GAAP net loss for Q2 2025, Healthcare Realty showed operational improvements, including a rise in occupancy and same-store cash NOI growth, while continuing to dispose of non-core assets to improve balance sheet flexibility.

• GAAP net loss was $157.9 million or $(0.45) per share
• Normalized FFO per share was $0.41

Vontier delivered robust second quarter results with sales increasing 11.1% year-over-year to $773.5 million, driven by strong core sales growth of 10.8%. The company saw significant improvements in operating profit and net earnings, leading to a GAAP diluted net EPS of $0.62 and adjusted diluted net EPS of $0.79. This strong performance led to an increased full-year adjusted diluted net EPS guidance.

• Sales increased 11.1% year-over-year to $773.5 million, with core sales up 10.8%.
• GAAP diluted net EPS was $0.62, and adjusted diluted net EPS was $0.79.

AMG delivered a strong second quarter in 2025, with a 15% increase in Economic Earnings per share year-over-year and significant positive net client cash flows of over $8 billion, primarily driven by strong performance in private markets and liquid alternatives. The company also expanded its private markets presence through a new partnership with Montefiore Investment.

• Diluted EPS for Q2 2025 was $2.80, while Economic EPS reached $5.39, marking a 15% increase from the prior year.
• Net client cash flows were positive at over $8 billion, fueled by strong inflows into private markets and liquid alternatives.

Teleflex delivered a strong second quarter in 2025, with GAAP revenue reaching $780.9 million, a 4.2% increase year-over-year. Adjusted diluted EPS from continuing operations rose to $3.73, up from $3.42 in the prior year. The company also raised its full-year 2025 guidance for both GAAP and adjusted constant currency revenue growth, as well as GAAP and adjusted diluted EPS, primarily driven by the recent acquisition of BIOTRONIK's Vascular Intervention business.

• GAAP revenue for Q2 2025 was $780.9 million, marking a 4.2% increase compared to the same period last year.
• Adjusted diluted EPS from continuing operations for Q2 2025 increased to $3.73, up from $3.42 in Q2 2024.

Cousins Properties delivered higher net income and adjusted EPS in Q2 2025, supported by robust new and expansion leasing, and raised full-year FFO guidance.

• Net income rose to $14.5 million, up from $7.8 million in Q2 2024.
• Executed 334,000 square feet in office leases, 80% of which were new or expansion leases.

Bloom Energy delivered a strong second quarter in 2025, achieving record revenue and profits for the third consecutive quarter. Revenue increased by 19.5% year-over-year to $401.2 million, driven by significant growth in product and service revenue. The company also saw substantial improvements in both GAAP and non-GAAP gross and operating margins, moving closer to profitability with a non-GAAP operating income of $28.6 million.

• Achieved record quarterly revenue of $401.2 million, marking the third consecutive quarter of record revenue and profits.
• Product and service revenue increased by 25.9% year-over-year to $351.1 million.

Millrose Properties Inc. delivered a strong second quarter in 2025, with net income of $112.8 million and diluted EPS of $0.68, primarily fueled by $149.0 million in option fees. The company successfully generated $797 million in net cash proceeds from homesite sales, including $768 million from Lennar, and strategically redeployed $718 million into land acquisitions and development funding with Lennar. Additionally, Millrose expanded its third-party customer relationships by deploying $813 million at a weighted average yield of 11.2%, significantly increasing its homesite inventory and invested capital outside the Lennar Master Program Agreement.

• Net income attributable to common shareholders reached $112.8 million, or $0.68 per share, driven by strong option fees.
• Adjusted Funds From Operations (AFFO) stood at $115.0 million, or $0.69 per share, indicating robust operational performance.

WillScot reported second quarter 2025 revenue of $589 million, net income of $48 million, and diluted EPS of $0.26. The company delivered Adjusted EBITDA of $249 million at a 42.3% margin and generated Net cash provided by operating activities of $205 million. Leasing revenues were slightly down year-over-year but improved sequentially, driven by increased average monthly rates.

• Revenue for Q2 2025 was $589 million, with a gross profit margin of 50.3%.
• Net income reached $48 million, and diluted earnings per share were $0.26.

TAL Education Group demonstrated strong financial performance in the first quarter of fiscal year 2026, with net revenues increasing by 38.8% year-over-year to US$575.0 million. The company successfully transitioned from an operating loss to an operating income of US$14.3 million, and net income attributable to TAL more than doubled to US$31.3 million. This growth was attributed to solid progress in learning services and AI-powered devices.

• Net revenues for Q1 FY2026 increased by 38.8% to US$575.0 million, up from US$414.2 million in the prior year.
• The company achieved an income from operations of US$14.3 million, a significant improvement from a loss of US$17.3 million in the same period last year.

iRhythm Technologies delivered a strong second quarter in 2025, achieving record quarterly revenue of $186.7 million, a 26.1% increase year-over-year. The company also improved its gross margin to 71.2% and significantly reduced its net loss to $14.2 million, demonstrating strong operational execution and growth across its core monitoring business and new channel partners.

• Revenue for Q2 2025 reached a record $186.7 million, marking a 26.1% increase compared to Q2 2024.
• Gross margin improved to 71.2% in Q2 2025, up 130 basis points from 69.9% in Q2 2024.

Belden Inc. delivered a robust second quarter in 2025, with revenues increasing by 11% year-over-year to $672 million and GAAP EPS rising by 29% to $1.53. Adjusted EPS also saw a substantial 25% increase to $1.89, driven by strong organic growth across both Smart Infrastructure Solutions and Automation Solutions segments, and improved profitability.

• Revenues for Q2 2025 increased by 11% year-over-year to $672 million, with organic growth of 5%.
• GAAP EPS for the quarter was $1.53, a 29% increase compared to the prior year.

Mirion delivered a strong second quarter in 2025, with revenue increasing by 7.6% to $222.9 million and a significant improvement in GAAP net income to $8.5 million from a loss of $12.0 million in the prior year. Adjusted EBITDA also saw a healthy increase to $51.2 million, and adjusted EPS rose to $0.11, reflecting effective strategic positioning and operational performance.

• Revenue increased by 7.6% to $222.9 million in Q2 2025, up from $207.1 million in Q2 2024.
• GAAP net income improved significantly to $8.5 million in Q2 2025, compared to a net loss of $12.0 million in Q2 2024.

Eldorado Gold posted a solid second quarter with increased revenue and net income, benefiting from elevated gold prices and operational efficiency, particularly at Kisladag and Lamaque. The company also maintained its annual production guidance and remains on track for Skouries' Q1 2026 production start.

• Revenue grew to $451.7 million on strong gold sales and high realized prices.
• Net income reached $139.0 million with EPS of $0.68.

Insight Enterprises experienced a challenging second quarter in 2025, with consolidated net sales decreasing by 3% year-over-year to $2.1 billion and net earnings dropping by 46% to $46.9 million. Despite these declines, the company achieved growth in hardware net sales and expanded its gross margin to a record 21.1%. Adjusted diluted EPS remained flat year-over-year, meeting expectations amidst partner program changes.

• Consolidated net sales decreased 3% year-over-year to $2.1 billion, primarily due to declines in product and services net sales.
• Net earnings significantly decreased by 46% year-over-year to $46.9 million, impacted by partner program changes and an impairment loss on a real estate asset.

Schneider National, a leading transportation and logistics services company, announced strong results for the second quarter of 2025, with operating revenues increasing by 8% to $1.42 billion and income from operations rising by 8% to $55.0 million. The company maintained diluted EPS at $0.20 and adjusted diluted EPS at $0.21, demonstrating solid execution and strategic growth, particularly in its Truckload and Intermodal segments.

• Operating revenues increased by 8% to $1,420.5 million in Q2 2025 compared to Q2 2024.
• Income from operations grew by 8% to $55.0 million in Q2 2025, up from $51.0 million in Q2 2024.

Lumen Technologies reported a net loss of $(915) million for Q2 2025, including a significant non-cash goodwill impairment charge. Despite this, the company demonstrated strong Adjusted EBITDA of $877 million (excluding special items) and increased net cash provided by operating activities. Strategic moves include the sale of its Mass Markets fiber-to-the-home business to AT&T for $5.75 billion and a successful $2 billion bond offering, aimed at sharpening its enterprise focus and improving financial flexibility.

• Lumen reported a net loss of $(915) million for Q2 2025, primarily due to a $628 million non-cash goodwill impairment charge.
• The company announced a definitive agreement to sell its Mass Markets fiber-to-the-home business to AT&T for $5.75 billion, aiming to enhance its enterprise focus.

Workiva Inc. announced strong second-quarter 2025 financial results, with total revenue reaching $215 million, a 21% year-over-year increase. Subscription and support revenue grew by 23%, and the company saw significant growth in customers with annual contract values over $500,000. Despite a GAAP net loss, non-GAAP net income improved, and the company ended the quarter with a healthy cash position.

• Total revenue for Q2 2025 was $215 million, marking a 21% year-over-year increase.
• Subscription and support revenue grew by 23% year-over-year, reaching $198 million.

Hilton Grand Vacations reported strong second-quarter 2025 results, with total contract sales increasing by 10.2% to $834 million and total revenues reaching $1.266 billion. Diluted EPS was $0.25, and adjusted diluted EPS was $0.54, demonstrating solid performance despite deferrals.

• Total contract sales increased by 10.2% to $834 million compared to the second quarter of 2024.
• Total revenues were $1.266 billion, impacted by a net deferral of $82 million.

Matson, Inc. reported a net income of $94.7 million, or $2.92 per diluted share, for the second quarter of 2025, exceeding expectations despite challenges from tariffs and global trade. Consolidated revenue for the quarter was $830.5 million. The company saw increased container volume in Hawaii and Alaska, while China service volume decreased due to market volatility. Logistics operating income was lower due to reduced transportation brokerage contributions. Matson repurchased approximately 0.9 million shares and raised its full-year outlook.

• Net income for Q2 2025 was $94.7 million, a decrease from $113.2 million in Q2 2024.
• Consolidated revenue for Q2 2025 was $830.5 million, slightly down from $847.4 million in Q2 2024.

Riot generated 152988000 in total revenue during Q2 2025, primarily from bitcoin mining. Net income reached 219546000 driven by a 470800000 unrealized gain on bitcoin held. Bitcoin production totaled 1426 BTC, and total liquidity remained strong with substantial cash and bitcoin holdings.

• Total revenue was 152988000, with 140889000 from bitcoin mining.
• Net income was 219546000, including a 470800000 unrealized gain on bitcoin.

Laureate Education delivered solid operating results for the second quarter of 2025, with revenue increasing by 5% and operating income by 16% compared to the prior year. Despite a decrease in net income due to foreign currency exchange losses, the company increased its full-year 2025 guidance, reflecting confidence in its strategic priorities and strong financial position.

• Second quarter 2025 revenue increased 5% to $524.2 million, and 10% on an organic constant currency basis.
• Operating income for Q2 2025 was $193.3 million, a significant increase from $166.6 million in Q2 2024.

Columbia Sportswear Company reported a 6% increase in net sales to $605.2 million for the second quarter of 2025, driven by international market momentum and wholesale shipment timing, despite softness in the U.S. business. The company also saw an improvement in operating loss and gross margin expansion, while net loss per diluted share decreased.

• Net sales increased 6% to $605.2 million, primarily due to wholesale shipment timing and higher Spring 2025 wholesale orders.
• Operating loss decreased to $23.6 million, improving from $23.8 million in the prior year, reflecting better operational efficiency.

Autohome's Q2 2025 revenue fell to $245.4 million, with a net income of $58.0 million and adjusted EPS at $0.56. The online marketplace segment grew strongly despite headwinds in media and lead generation services.

• Total revenue declined to $245.4 million from $261.5 million YoY.
• Online marketplace revenue grew 20.5% YoY, reaching $104.2 million.

Terex Corporation announced its second quarter 2025 results, demonstrating the strength of its diversified portfolio. The Environmental Solutions segment exceeded expectations with robust sales and margin performance, while Materials Processing achieved sequential growth. Despite industry-wide challenges in Aerials, the company's overall financial performance was solid, supported by strong cash flow generation and a new share repurchase program.

• Total revenue for Q2 2025 was $1,487 million, an increase from $1,382 million in Q2 2024.
• Net income for the quarter was $72 million, with diluted EPS at $1.09.

Patrick Industries saw a 3% increase in revenue and adjusted EPS rose to $1.50 in Q2 2025. The RV and housing segments grew, while marine and powersports declined. Operating margin remained flat and the company maintained strong liquidity.

• Revenue grew 3% year-over-year to $1.05 billion, driven by gains in RV and housing segments.
• Adjusted EPS rose to $1.50, up from $1.44 in the prior year, excluding a legal settlement charge.

PBF Energy reported a net loss of $5.4 million and income from operations of $43.0 million for the second quarter of 2025. The company saw improved performance across all regions, successfully restoring partial operations at the Martinez refinery after a fire. Despite challenges in feedstock markets, PBF Energy remains focused on conservative balance sheet management, debt reduction, and implementing its Refinery Business Improvement initiative to generate cost savings.

• PBF Energy reported a net loss of $5.4 million and income from operations of $43.0 million for Q2 2025.
• Partial operations at the Martinez refinery were successfully restored in Q2 2025 following a fire, with full restoration expected by year-end 2025.

Melco Resorts & Entertainment Limited reported a 15% increase in total operating revenues to US$1.33 billion for Q2 2025, driven by improved performance in both gaming and non-gaming operations. Adjusted Property EBITDA also saw a significant rise to US$377.7 million. Despite these gains, net income attributable to Melco Resorts & Entertainment Limited decreased to US$17.2 million.

• Total operating revenues increased by 15% year-over-year to US$1.33 billion in Q2 2025.
• Adjusted Property EBITDA rose to US$377.7 million, up from US$302.8 million in the prior year.

Huron reported a record second quarter in 2025, with revenues increasing by 8.3% to $402.5 million. Net income decreased to $19.4 million due to an $8.2 million non-cash impairment charge. However, adjusted diluted earnings per share rose by 12.5% to $1.89, reflecting strong underlying business performance. The company also increased its full-year 2025 guidance for both revenues and adjusted diluted EPS, driven by continued demand in its Digital, Consulting, and Managed Services capabilities across all segments.

• Revenues before reimbursable expenses increased 8.3% to a record $402.5 million in Q2 2025, up from $371.7 million in Q2 2024.
• Net income was $19.4 million in Q2 2025, impacted by an $8.2 million non-cash impairment charge, compared to $37.5 million in Q2 2024.

Apellis Pharmaceuticals reported total revenue of $178.5 million for Q2 2025, driven by strong U.S. net product sales of SYFOVRE ($150.6 million) and EMPAVELI ($20.8 million). The company also announced the FDA approval of EMPAVELI for C3G and primary IC-MPGN, and a capped royalty purchase agreement with Sobi for up to $300 million, which is expected to help fund the business to profitability.

• Total revenue for Q2 2025 was $178.5 million, a decrease from $199.7 million in Q2 2024.
• SYFOVRE U.S. net product revenue reached $150.6 million, with demand growing 6% quarter-over-quarter.

Rocket Companies delivered a strong second quarter in 2025, with total revenue of $1.36 billion and adjusted revenue of $1.34 billion, surpassing guidance. The company reported GAAP net income of $34 million and adjusted net income of $75 million, with adjusted diluted EPS of $0.04. Key operational highlights include significant increases in mortgage closed loan origination volume and net rate lock volume, alongside the strategic acquisition of Redfin Corporation.

• Total revenue, net, for Q2 2025 was $1.36 billion, with adjusted revenue reaching $1.34 billion, exceeding the high end of guidance.
• GAAP net income was $34 million, and adjusted net income was $75 million, with adjusted diluted earnings per share of $0.04.

Vericel delivered a solid second quarter in 2025, achieving record total revenue and MACI revenue. The company saw substantial growth in adjusted EBITDA and improved gross margin, alongside positive trends in key performance indicators for its MACI Arthro launch and burn care products.

• Total net revenue increased by 20% to $63.2 million, driven by strong performance across all product lines.
• Gross margin improved significantly by over 400 basis points to 74%, indicating enhanced profitability.

Trinity Industries reported second quarter 2025 earnings of $0.19 per diluted share, with total revenues of $506.2 million. The Railcar Leasing and Services segment showed robust performance with a 7.5% year-over-year revenue increase and high fleet utilization of 96.8%. The Rail Products Group experienced lower deliveries, impacting overall revenue and operating profit, but management noted a recovery in new railcar demand.

• Diluted EPS from continuing operations was $0.19 per share for Q2 2025.
• Total revenues for the quarter were $506.2 million.

For Q2 2025, Dream Finders Homes generated approximately 1150510000 in total revenue, reported net income of 56580000 and diluted EPS of 0.56. Home closings increased 10% and net new orders rose 13%, while homebuilding gross margins declined compared to the prior year period. :contentReference[oaicite:0]{index=0}

• Total revenue grew year-over-year to approximately 1150510000. :contentReference[oaicite:1]{index=1}
• Net income of 56580000 and diluted EPS of 0.56 declined from the prior year. :contentReference[oaicite:2]{index=2}

Five9 delivered a strong second quarter in 2025, with record revenue of $283.3 million, a 12% increase year-over-year. The company achieved significant profitability improvements, with GAAP net income of $1.2 million and non-GAAP net income of $58.3 million. Adjusted EBITDA reached a record 24.0% of revenue, and operating cash flow was a record $35.1 million.

• Revenue for Q2 2025 increased 12% year-over-year to a record $283.3 million.
• Subscription revenue growth accelerated to 16% year-over-year, with Enterprise AI revenue growing 42% year-over-year.

Genesis Energy delivered stable operational performance in Q2 2025 with a reduced net loss and consistent adjusted EBITDA, aided by offshore pipeline contributions and disciplined capital allocation.

• Net loss attributable to common unitholders was $15.3 million, improving from a $30.6 million loss a year ago.
• Adjusted EBITDA for the quarter was $122.9 million, reflecting steady operational execution.

Hub Group reported a consolidated revenue of $905.6 million for the second quarter of 2025, an 8% decrease from the prior year. GAAP diluted EPS was $0.42, with adjusted EPS (non-GAAP) at $0.45. Operating income stood at $34 million, or 3.8% of revenue, while adjusted operating income (non-GAAP) was $36.9 million, or 4.1% of revenue. The company maintained a strong balance sheet with a net debt/EBITDA LTM of 0.3x.

• Consolidated revenue for Q2 2025 was $905.6 million, an 8% decrease from $986.5 million in Q2 2024.
• GAAP diluted EPS for the second quarter was $0.42, with non-GAAP adjusted EPS at $0.45.

WeRide achieved significant revenue growth in Q2 2025 driven by an 837% surge in robotaxi revenue, robust product and service sales, and strategic geographic expansion. However, the company posted a net loss due to elevated R&D and compliance costs.

• Total revenue rose to $17.8 million, up 60.8% YoY.
• Robotaxi revenue surged 836.7% YoY to $6.4 million, now 36.1% of total revenue.

Agios Pharmaceuticals reported a net loss of $112.0 million in Q2 2025, an increase from $96.1 million in Q2 2024. Despite the loss, the company saw a significant increase in PYRUKYND net product revenue, reaching $12.5 million, up from $8.6 million in the prior year. The company ended the quarter with $1.3 billion in cash, cash equivalents, and marketable securities.

• PYRUKYND net product revenue increased to $12.5 million in Q2 2025, up from $8.6 million in Q2 2024.
• The company reported a net loss of $112.0 million for the second quarter of 2025.

Quaker Chemical experienced a challenging second quarter in 2025, reporting a net loss of $66.6 million, primarily due to an $88.8 million goodwill impairment charge related to its EMEA segment. Despite this, the company saw a 4% increase in net sales to $483.4 million, driven by a 6% contribution from acquisitions and 2% organic sales volume growth. Adjusted EBITDA decreased by approximately 10% year-over-year to $75.5 million, reflecting lower operating margins.

• Net sales increased by 4% year-over-year to $483.4 million, primarily due to acquisitions and organic volume growth.
• The company reported a net loss of $66.6 million, or $3.78 per diluted share, largely impacted by an $88.8 million goodwill impairment charge.

Huntsman Corporation reported second quarter 2025 results with total revenue of $1458000000, a net loss of $158000000, and a diluted loss per share of $0.92. Adjusted net loss was $34000000, and free cash flow improved to $55000000, though overall performance was pressured by weaker demand across all segments and challenging market conditions. :contentReference[oaicite:0]{index=0}

• Total revenue decreased to $1,458,000,000 in Q2 2025 from $1,574,000,000 in Q2 2024. :contentReference[oaicite:1]{index=1}
• Net loss attributable to Huntsman Corporation was $158,000,000 with a diluted loss per share of $0.92. :contentReference[oaicite:2]{index=2}

Indivior delivered steady revenue growth in Q2 2025, led by SUBLOCADE's performance in the U.S., and returned to profitability with $18 million in net income.

• Total net revenue rose to $302 million, driven by a 9% year-over-year increase in SUBLOCADE revenue.
• Gross margin expanded to 83%, up from 74% in the prior-year quarter.

Amicus Therapeutics delivered robust second-quarter growth, with total revenue increasing by 18% at constant exchange rates, driven by strong commercial execution for both Galafold and Pombiliti + Opfolda. The company reiterated its 2025 financial guidance, including expectations for GAAP profitability in the second half of 2025, and anticipates exceeding $1 billion in total revenue by 2028.

• Total revenue for Q2 2025 reached $154.7 million, marking an 18% increase at constant exchange rates year-over-year.
• Galafold revenue grew by 12% at constant exchange rates to $128.9 million, while Pombiliti + Opfolda revenue surged by 58% at constant exchange rates to $25.8 million.

Savers Value Village, Inc. delivered a strong second quarter, with net sales increasing by 7.9% to $417.2 million and comparable store sales growing by 4.6%. The U.S. segment showed particularly robust performance with a 6.2% increase in comparable store sales, while Canada also saw positive growth. Net income for the quarter was $18.9 million, and the company raised its fiscal 2025 outlook, reflecting ongoing business momentum.

• Total company net sales increased by 7.9% to $417.2 million in the second quarter of 2025.
• Comparable store sales grew by 4.6%, driven by a 6.2% increase in the U.S. and a 2.6% increase in Canada.

Donnelley Financial Solutions (DFIN) delivered solid results in the second quarter of 2025, with record quarterly software solutions net sales of $92.2 million, a 7.7% increase year-over-year. Software solutions now account for 42.3% of total net sales, demonstrating progress in its software-focused strategy. Despite a 10.1% decrease in total net sales to $218.1 million due to lower print and distribution volumes and reduced transactional revenue, the company maintained a strong Adjusted EBITDA margin of 35.0% and improved cash flow.

• Record quarterly software solutions net sales reached $92.2 million, marking a 7.7% increase from Q2 2024, driven by recurring compliance software products ActiveDisclosure and Arc Suite.
• Software solutions comprised 42.3% of total net sales in Q2 2025, up from 35.3% in the prior year, aligning with the company's long-term strategic shift.

Peabody posted a net loss of $27.6 million in Q2 2025 as seaborne pricing softened, but cost discipline in PRB and Seaborne Thermal helped offset pressure.

• Reported net loss attributable to common stockholders of $27.6 million, or $(0.23) per diluted share.
• Adjusted EBITDA dropped to $93.3 million, down from $309.7 million in the prior-year quarter.

Alphatec Holdings, Inc. delivered a strong second quarter in 2025, with total revenue growing 27.5% to $186 million and surgical revenue increasing by 29% to $168 million. The company achieved non-GAAP net income profitability and significantly expanded its Adjusted EBITDA margin to 13%, reflecting disciplined execution and continued momentum in its procedural solutions.

• Total revenue increased by 27.5% year-over-year, reaching $186 million in Q2 2025.
• Surgical revenue grew by 29% to $168 million, driven by the continued adoption of PTP™ and LTP™.

Innodata posted a robust Q2 2025, beating analyst expectations across all key metrics including revenue, EPS, and net income. The company also increased its full-year revenue growth guidance, citing momentum in the AI space.

• Revenue reached $58.4M, a 79% year-over-year increase.
• Adjusted EBITDA rose to $13.2M from $2.8M last year.

ICF's second quarter results were in line with expectations, driven by robust growth in commercial energy revenue and favorable business mix that contributed to margin expansion. Despite a sequential decline in federal government revenue, the company's diversified client base and cost management initiatives helped maintain strong overall performance and cash generation.

• Revenue for the second quarter was $476.2 million, with commercial energy revenue increasing by 27.4% year-over-year.
• Adjusted EBITDA was $52.9 million, with an Adjusted EBITDA margin of 11.1%, reflecting a 20 basis point expansion year-on-year.

WisdomTree achieved record AUM of $126.1B and reported strong net inflows of $3.5B, supported by broad-based growth across geographies and asset classes. Adjusted EPS was $0.18. Operating income margin remained strong at 30.8%.

• Ended Q2 2025 with record AUM of $126.1B.
• Generated $3.5B in net inflows, driven by U.S. and international equity products.

Lightspeed Commerce Inc. announced robust financial results for the three months ended June 30, 2025, with total revenue reaching $304.9 million, a 15% year-over-year increase. The company also saw a significant improvement in gross margin to 42% and achieved positive Adjusted EBITDA, demonstrating strong operational leverage and profitable growth.

• Total revenue for the quarter was $304.9 million, representing a 15% year-over-year growth and surpassing the company's outlook.
• Gross margin improved to 42%, with gross profit increasing by 19% year-over-year, exceeding expectations.

Upbound Group, Inc. announced its second quarter 2025 results, with total revenue reaching $1,158 million. The company reported GAAP diluted EPS of $0.26 and Non-GAAP diluted EPS of $1.12, indicating a significant difference due to special items.

• Total revenue for the second quarter of 2025 was $1,158 million.
• GAAP diluted earnings per share stood at $0.26.

Omnicell delivered a strong second quarter in 2025, with total revenues reaching $291 million, a 5% increase year-over-year. The company exceeded its guidance for revenues, non-GAAP EBITDA, and non-GAAP EPS, driven by robust demand for connected devices, technical services, SaaS, Expert Services, and consumables. GAAP net income was $6 million, and non-GAAP net income was $21 million. The company also raised its full-year 2025 guidance for total revenues, non-GAAP EBITDA, and non-GAAP EPS.

• Total revenues for Q2 2025 were $291 million, a 5% increase compared to Q2 2024.
• GAAP net income for Q2 2025 was $6 million, or $0.12 per diluted share.

DSG achieved 14.3% revenue growth in Q2 2025, driven by acquisitions and organic sales, resulting in higher operating income and net income. Cash flow from operations was strong at $33.3 million, and adjusted EPS reached $0.35.

• Revenue rose to $502.4 million, up from $439.5 million a year ago
• Net income reached $5.0 million, more than doubling year-over-year

Charles River Associates achieved record quarterly revenue of $186.9 million, a 9.0% year-over-year increase, with strong performance across multiple practices and geographies. Net income significantly increased by 85.4% to $12.1 million, and non-GAAP net income saw a slight increase to $12.7 million. The company also increased its full-year fiscal 2025 revenue guidance and raised the lower end of its profit guidance.

• Record quarterly revenue of $186.9 million, marking a 9.0% year-over-year growth.
• Net income surged by 85.4% to $12.1 million, while non-GAAP net income increased by 0.2% to $12.7 million.

In Q2 2025, Stagwell achieved 8% year-over-year net revenue growth and a 23% increase in adjusted EBITDA ex-advocacy. The company also reported a net loss of $5.3 million, EPS of -$0.02, and adjusted EPS of $0.17. Net new business totaled $117 million, and cash flow from operations improved by $122 million year-to-date.

• Q2 net revenue reached $598 million, up 8% YoY
• Adjusted EBITDA was $93 million with a 16% margin

Canada Goose delivered a strong start to fiscal 2026 with a 22.4% increase in total revenue to $107.8 million, driven by robust DTC comparable sales growth of 14.8%. The company's gross profit also saw a healthy increase, although operating and net losses widened due to a significant one-time arbitration award and increased investments in retail expansion and marketing.

• Total revenue increased by 22.4% year-over-year to $107.8 million, demonstrating strong top-line growth.
• Direct-to-Consumer (DTC) revenue surged by 23.8% to $78.1 million, with DTC comparable sales growing by 14.8%.

BrightSphere’s Q2 2025 results were highlighted by a 33% YoY increase in Economic Net Income, record net flows of $13.8 billion, and Adjusted EBITDA rising to $39.1 million. Operating margin also improved significantly on both a GAAP and ENI basis.

• Economic Net Income increased to $22.9 million, up 33% YoY
• Adjusted EBITDA rose to $39.1 million, a 22% increase YoY

Utz Brands delivered a strong performance in the second quarter of 2025, with a 2.9% increase in both Net Sales and Organic Net Sales, reaching $366.7 million. This growth was primarily driven by a robust 5.4% increase in Branded Salty Snacks Organic Net Sales. Despite this top-line growth and an expansion in Adjusted Gross Profit Margin, the company saw a significant 60.2% decrease in Net Income to $10.1 million and a 2.0% decrease in Adjusted EBITDA to $48.7 million, largely due to higher selling, distribution, and administrative expenses, and increased depreciation, amortization, and interest expenses.

• Net Sales and Organic Net Sales both increased by 2.9% to $366.7 million, indicating solid top-line growth.
• Branded Salty Snacks Organic Net Sales, representing 88% of total Net Sales, grew by 5.4%, driven by Power Four Brands.

In Q2 2025, Costamare generated approximately 211200000 in total revenue and reported net income from continuing operations of 99600000 with diluted EPS of 0.83. Adjusted net income available to common stockholders was 92500000 and liquidity remained strong at 524500000, with approximately 2500000000 in contracted revenues for the containership fleet and a TEU-weighted average duration of 3.2 years. The containership fleet was 100% employed for 2025 and 75% fixed for 2026. :contentReference[oaicite:0]{index=0}

• Total revenue for Q2 2025 was about 211200000.
• Net income from continuing operations was 99600000 with EPS of 0.83.

TreeHouse Foods delivered a strong second quarter in 2025, with net sales increasing by 1.2% to $798.0 million and adjusted EBITDA reaching $73.3 million, surpassing guidance. The company's gross profit improved significantly due to insurance recoveries and supply chain savings, despite a net loss of $2.9 million.

• Net sales for Q2 2025 increased by 1.2% to $798.0 million compared to the same period last year.
• Adjusted EBITDA for Q2 2025 was $73.3 million, exceeding the upper end of the company's guidance range.

Aurinia posted $70 million in revenue and $21.5 million in net income for Q2 2025, supported by solid LUPKYNIS sales. The company also improved operating cash flow and announced expanded share repurchase plans.

• Total revenue for Q2 2025 was $70 million, up from $57.2 million a year ago.
• LUPKYNIS product sales reached $66.6 million in the quarter.

Middlesex Water Company delivered a solid second quarter in 2025, with net income rising to $10.8 million and diluted EPS reaching $0.60. This growth was primarily fueled by rate increases and an expanding customer base, although partially offset by lower consumption due to unfavorable weather and higher operating expenses.

• Diluted earnings per share increased to $0.60, up from $0.59 in the prior year's quarter.
• Net income for the quarter rose to $10.8 million, compared to $10.5 million in the second quarter of 2024.

Protolabs achieved record quarterly revenue of $135.1 million, a 7.5% increase year-over-year, driven by growth in both digital factory and Protolabs Network fulfillment. GAAP EPS remained flat at $0.18, while non-GAAP EPS increased to $0.41, reflecting the strength of their profitable business model.

• Record quarterly revenue of $135.1 million, up 7.5% year-over-year.
• Non-GAAP EPS increased to $0.41, compared to $0.38 in the prior year.

Integra LifeSciences reported second-quarter 2025 revenues of $415.6 million, a slight decrease of 0.6% year-over-year. GAAP EPS was significantly impacted by a $511 million goodwill impairment charge, resulting in a net loss of $(484.1) million and diluted EPS of $(6.31). However, adjusted EPS was $0.45, meeting the top end of their guidance. The company highlighted strong demand for neurosurgery and tissue technology products and progress on their Compliance Master Plan.

• Second quarter revenues reached $415.6 million, exceeding guidance, though representing a 0.6% decrease on a reported basis year-over-year.
• GAAP diluted EPS was $(6.31), primarily due to a $511 million goodwill impairment charge, while adjusted diluted EPS was $0.45, at the high end of the guidance range.

Hepsiburada (D-Market) saw a 22.6% revenue growth and a 41.6% increase in EBITDA in Q2 2025. While GMV and order volumes rose, net losses deepened due to financial and one-time operational expenses. Free cash flow improved significantly.

• Revenue grew 22.6% year-over-year to TRY 16.7 billion.
• EBITDA increased 41.6% to TRY 739.5 million, with margin improvement.

Cohu's second quarter 2025 results were in line with guidance, showing increased test cell utilization across all segments and securing a significant design-win order. The company reported a GAAP net loss but achieved non-GAAP net income, indicating underlying operational improvements despite a challenging market.

• Net sales for the second quarter of 2025 were $107.7 million, with approximately 63% recurring revenue.
• GAAP net loss for the quarter was $16.9 million, or $0.36 per share.

BJ's Restaurants, Inc. delivered a strong fiscal second quarter 2025, with total revenues increasing by 4.5% to $365.6 million and comparable restaurant sales growing by 2.9%. The company also saw significant improvements in profitability, with diluted net income per share rising by 34.8% to $0.97 and restaurant level operating profit increasing by 14.6% to $62.1 million.

• Total revenues increased by 4.5% to $365.6 million compared to the second quarter of 2024.
• Comparable restaurant sales grew by 2.9%, indicating healthy underlying business performance.

Shentel reported a 3.2% increase in total revenue to $88.6 million in Q2 2025, primarily driven by a 40.5% growth in Glo Fiber Expansion Markets revenue. The company also saw a significant improvement in net loss from continuing operations and a 21.9% increase in Adjusted EBITDA, with margin expansion.

• Total revenue increased by 3.2% year-over-year to $88.6 million.
• Glo Fiber Expansion Markets revenue surged by 40.5% to $19.8 million, with data subscribers growing 43.1%.

Cable One experienced a challenging second quarter in 2025, reporting a substantial net loss of $438.0 million, a significant decline from a net income of $38.2 million in the prior year, largely driven by $456.2 million in non-cash asset impairment charges. Total revenues decreased by 3.4% year-over-year to $381.1 million, with residential data and video revenues seeing declines, though residential data ARPU increased. The company's broadband customer results did not meet expectations, but sequential month-over-month increases in residential broadband customer connects were noted.

• Cable One reported a net loss of $438.0 million in Q2 2025, a significant decrease from a net income of $38.2 million in Q2 2024, primarily due to $456.2 million in non-cash asset impairment charges.
• Total revenues for Q2 2025 were $381.1 million, down 3.4% from $394.5 million in Q2 2024, with residential data and video revenues declining.

PROS Holdings, Inc. delivered a strong second quarter in 2025, with total revenue reaching $88.7 million, an 8% increase year-over-year. The company also reported a significant improvement in net loss, reducing it to $1.8 million from $7.4 million in the prior year, and achieved positive non-GAAP net income of $6.3 million. Subscription revenue grew by 12%, highlighting the strength of their core SaaS business.

• Total revenue for Q2 2025 was $88.7 million, an 8% increase compared to Q2 2024.
• Subscription revenue grew by 12% year-over-year, reaching $73.3 million.

Beazer Homes experienced a challenging third quarter in fiscal 2025, reporting a net loss of $0.3 million, or $0.01 per diluted share, largely impacted by $10.3 million in inventory impairment and abandonment charges. Homebuilding revenue decreased by 9.2% year-over-year to $535.4 million, driven by an 11.3% decrease in home closings, although partially offset by a 2.4% increase in average selling price. Net new orders were down 19.5%, and Adjusted EBITDA fell by 40.0% to $32.1 million. Despite these headwinds, the company increased its active community count by 14.4% and maintained a homebuilding gross margin of 13.5%.

• Beazer Homes reported a net loss of $0.3 million, or $0.01 per diluted share, in Q3 2025, primarily due to $10.3 million in inventory impairment and abandonment charges.
• Homebuilding revenue decreased by 9.2% to $535.4 million, with home closings down 11.3%, partially offset by a 2.4% increase in average selling price.

MGP Ingredients delivered solid execution and sequential improvement across all three business segments in the second quarter of 2025. Despite a 24% decrease in consolidated sales to $145.5 million, primarily due to expected declines in brown goods and value/mid-priced branded spirits, the company's proactive measures to improve customer visibility are showing positive effects. Net income decreased by 55% to $14.4 million, while adjusted net income decreased by 45% to $20.9 million. The company reaffirmed its full-year 2025 outlook, expressing confidence in its strategic priorities for the second half of the year.

• Consolidated sales decreased by 24% to $145.5 million, primarily driven by expected declines in brown goods and value/mid-priced branded spirits.
• Net income decreased by 55% to $14.4 million, with adjusted net income down 45% to $20.9 million.

Weave delivered a robust performance in Q2 2025, achieving $58.5 million in total revenue, a 15.6% increase year-over-year. The company also saw improvements in both GAAP and non-GAAP gross margins, and reported a non-GAAP net income of $1.5 million. A key highlight was the acquisition of TrueLark, aimed at enhancing AI-driven front office automation.

• Total revenue reached $58.5 million, marking a 15.6% increase compared to the second quarter of 2024.
• GAAP gross margin improved to 71.7% and non-GAAP gross margin to 72.3%, demonstrating enhanced profitability.

Titan International, Inc. reported revenues of $460.8 million for the second quarter of 2025, a decrease from $532.2 million in the comparable period of 2024. The company experienced a net loss of $3.6 million, compared to a net income of $3.4 million in the prior year. Adjusted EBITDA was $30.2 million, down from $48.8 million in the comparable prior year period. The decline was mainly attributed to reduced sales volumes in global agricultural and construction equipment sectors, and the impact of tariffs on the Titan Specialty business.

• Revenues for Q2 2025 were $461 million, a decrease from $532.2 million in Q2 2024.
• The company reported a net loss of $3.6 million for the quarter, compared to a net income of $3.4 million in the same period last year.

Sun Country Airlines reported a strong second quarter in 2025, achieving its highest second-quarter revenue on record at $264 million. The company demonstrated significant profitability with GAAP diluted EPS of $0.12 and adjusted diluted EPS of $0.14, marking its twelfth consecutive profitable quarter. This performance was driven by robust demand in scheduled service and substantial growth in cargo and charter revenues, despite a strategic reduction in scheduled service capacity to accommodate the expansion of its cargo fleet.

• Total operating revenue reached $263.6 million, marking the highest second quarter on record and a 3.6% increase year-over-year.
• GAAP diluted EPS increased significantly to $0.12, up 300% from $0.03 in the prior year, while adjusted diluted EPS rose to $0.14.

Myers Industries experienced a decline in second-quarter 2025 sales and profitability, with net sales decreasing by 4.8% and net income by 5.6% year-over-year. This was largely driven by softness in the Vehicle and Automotive Aftermarket sectors, although growth in Scepter military products provided some offset. Despite the sales challenges, the company significantly improved free cash flow and is on track to achieve its $20 million cost savings goal by the end of 2025. A strategic review of the Myers Tire Supply business has been initiated to streamline the portfolio and enhance profitability.

• Net sales for Q2 2025 decreased by 4.8% to $209.583 million, primarily due to lower demand in Vehicle and Automotive Aftermarket, partially offset by growth in Industrial military products.
• Net income for the quarter was $9.705 million, a 5.6% decrease year-over-year, while diluted EPS was $0.26, down 7.1%.

In Q2 2025, MindMed recorded a net loss of $42.7 million (basic and diluted EPS of -$0.50) on operating expenses of $40.9 million, driven by $29.8 million in R&D and $11.1 million in G&A. Cash and investments totaled $237.9 million at quarter-end, supporting operations into 2027.

• Net loss was $42.7M; basic and diluted EPS were -$0.50 for the quarter.
• R&D expense was $29.8M and G&A expense was $11.1M for Q2 2025.

Gannett delivered sequential improvement in key financial metrics in the second quarter of 2025, with Total Adjusted EBITDA margins expanding to 11% and net income attributable to Gannett increasing significantly. The company saw meaningful improvement in digital advertising trends, which grew by 4% in Q2, and expects further improvement in the third quarter. Debt repayment remains a high priority, with $23.4 million repaid in the quarter and a projection to exceed $135 million by year-end 2025.

• Total revenues for Q2 2025 were $584.861 million, with net income attributable to Gannett at $78.391 million.
• Digital advertising trends improved significantly, moving from a decline in Q1 to a 4% increase in Q2, with expectations for continued improvement.

LendingTree delivered impressive financial results in Q2 2025, with consolidated revenue reaching $250.1 million and Adjusted EBITDA increasing 35% year-over-year to $31.8 million. The growth was broad-based, with all three segments—Insurance, Consumer, and Home—showing significant year-over-year revenue increases, highlighting the strategic importance of its platform to partners and disciplined execution.

• Consolidated revenue for Q2 2025 was $250.1 million, marking a 19% increase year-over-year.
• GAAP net income reached $8.9 million, or $0.65 per diluted share, demonstrating improved profitability.

Commerce.com, Inc. (formerly BigCommerce Holdings, Inc.) delivered a strong second quarter in 2025, with total revenue reaching $84.4 million, a 3% increase year-over-year. The company significantly reduced its GAAP net loss and achieved positive non-GAAP operating income and net income, demonstrating improved profitability and operational efficiency. Key drivers included growth in subscription solutions revenue and enterprise account ARR, alongside strategic rebranding efforts.

• Total revenue for Q2 2025 was $84.4 million, marking a 3% increase compared to the second quarter of 2024.
• GAAP net loss significantly improved to ($8.4) million from ($11.3) million in Q2 2024, while non-GAAP net income was $3.2 million.

El Pollo Loco reported a total revenue of $125.8 million for Q2 2025, an increase from $122.2 million in the prior year. Net income was $7.1 million, or $0.24 per diluted share, while adjusted net income rose to $8.2 million, or $0.28 per diluted share. The company saw modest sequential improvement in overall sales and achieved positive system-wide traffic growth, driven by menu innovations and brand re-launch investments.

• Total revenue increased to $125.8 million in Q2 2025, up from $122.2 million in Q2 2024.
• Adjusted net income grew to $8.2 million ($0.28 per diluted share) in Q2 2025, compared to $7.8 million ($0.26 per diluted share) in Q2 2024.

SNDL Inc. delivered a strong performance in Q2 2025, with net revenue increasing by 7.3% year-over-year to $244.8 million, driven by significant growth in its Cannabis business and a return to growth in Liquor Retail. The company achieved positive operating income of $5.0 million and net earnings of $2.9 million, marking a pivotal milestone. Gross profit rose by 16.2% to $67.6 million, with gross margin improving to 27.6%.

• Net revenue increased by 7.3% year-over-year to $244.8 million, primarily due to strong growth in the Cannabis business.
• Achieved positive operating income of $5.0 million and net earnings of $2.9 million, a first in the Company's history.

ACCO Brands reported second quarter net sales of $394.8 million and adjusted earnings per share of $0.28, both within the company's outlook. The quarter was impacted by tariff-related disruptions, but trends improved sequentially. The company achieved over $40 million in cumulative cost savings from its multi-year program and saw growth in gaming accessories, partially offsetting softer demand in other areas.

• Net sales for the second quarter were $394.8 million, a 9.9% decrease from the prior year, but within the company's outlook.
• Diluted earnings per share (EPS) were $0.31, and adjusted EPS was $0.28, both within the provided outlook.

Nature's Sunshine delivered a strong second quarter in 2025, with net sales increasing by 4% to $114.8 million and adjusted EBITDA rising by 8% to $11.3 million year-over-year. The company saw particular strength in Asia and North America, alongside improvements in gross profit margin and a decrease in volume incentives as a percentage of net sales.

• Net sales increased by 4% to $114.8 million in Q2 2025 compared to $110.6 million in the same period last year.
• GAAP net income attributable to common shareholders significantly increased to $5.3 million, or $0.28 per diluted common share, from $1.3 million, or $0.07 per diluted common share, in Q2 2024.

Asure Software, Inc. announced a solid second quarter for 2025, with total revenues reaching $30.1 million, a 7% increase from the prior year. Recurring revenues, a key segment, grew by 6%. Despite a net loss of $6.1 million, the company saw improvements in both EBITDA and Adjusted EBITDA, indicating underlying operational strength. The recent acquisition of Lathem Time Corporation is expected to further boost future revenue and cross-selling opportunities.

• Total revenues for Q2 2025 increased by 7% year-over-year to $30.1 million.
• Recurring revenues grew by 6% to $28.6 million compared to the prior year's second quarter.

Douglas Elliman experienced a decline in revenue and a significantly larger net loss in Q2 2025, despite steady transaction volumes and strong average transaction values.

• Revenue for Q2 2025 was $271.4 million, down from $285.8 million in Q2 2024
• Net loss widened to $22.7 million from $1.7 million year-over-year

OneWater Marine Inc. reported a 2% increase in revenue to $553 million and a 2% increase in same-store sales for the fiscal third quarter ended June 30, 2025. Despite these gains, the company experienced pressure on margins due to a highly competitive environment and promotional activity, leading to a decrease in GAAP net income and adjusted EBITDA compared to the prior year.

• Revenue for fiscal third quarter 2025 increased by 1.9% to $552.9 million compared to $542.4 million in the prior year.
• Same-store sales saw a 2% increase, indicating organic growth in the dealership segment.

City Office REIT experienced a substantial net loss of $105.309 million in Q2 2025, largely driven by a $102.229 million impairment of real estate related to the classification of the Phoenix Portfolio as held for sale. Despite this, the company saw positive Same Store Cash NOI growth and active leasing, with total leasing activity reaching 355,000 square feet. The company also declared common and preferred stock dividends for the quarter but announced the suspension of future common stock dividends due to a pending merger.

• City Office REIT reported a net loss of $105.309 million for Q2 2025, primarily due to a $102.229 million impairment charge on real estate.
• Same Store Cash NOI increased by 1.8% for the three months ended June 30, 2025, compared to the same period in the prior year.

Forrester Research announced its second-quarter 2025 financial results, reporting total revenues of $111.7 million and GAAP diluted EPS of $0.20. The company's contract value decreased by 7% year-over-year, reflecting continued market uncertainty. Despite these pressures, Forrester exceeded consensus expectations for revenue, operating margin, and EPS, driven by its focus on research insights and advancements in its generative AI tool, Izola.

• Total revenues for Q2 2025 were $111.7 million, a decrease from $121.8 million in Q2 2024.
• GAAP net income was $3.9 million, or $0.20 per diluted share, for Q2 2025.

Magnachip delivered its fifth consecutive quarter of year-over-year revenue growth from continuing operations, with consolidated revenue increasing 8.1% to $47.6 million, exceeding guidance. This growth was primarily fueled by strong demand in Power Analog Solutions for communications and computing applications, and Power IC products. Despite the positive quarter, the company anticipates a softer second half of the year due to tariffs and pricing pressures, leading to a revised full-year revenue forecast of flattish growth.

• Consolidated revenue from continuing operations increased 8.1% year-over-year to $47.6 million, surpassing the mid-point of guidance.
• Power Analog Solutions (PAS) revenue from communication applications grew 46.7% year-over-year, and computing applications revenue grew 45.1% year-over-year.

Clarus Corporation reported a challenging second quarter in 2025, with total sales decreasing to $55.2 million from $56.5 million in the prior year. The company experienced an increased net loss of $8.4 million, or $(0.22) per diluted share, compared to a net loss of $5.5 million, or $(0.14) per diluted share, in the year-ago quarter. Despite these headwinds, the company remains focused on operational execution and strategic initiatives, including the divestiture of the PIEPS snow safety brand for $9.1 million.

• Total sales for Q2 2025 were $55.2 million, a decrease from $56.5 million in Q2 2024.
• Net loss increased to $8.4 million, or $(0.22) per diluted share, compared to $5.5 million, or $(0.14) per diluted share, in the prior year.

GSI Technology reported a significant increase in net revenues and gross margin for Q1 fiscal 2026, primarily due to strong SRAM sales and an improved product mix. The company also made progress in its Gemini-II chip and APU Leda-2 board development, targeting Edge AI applications.

• Net revenues for Q1 FY2026 increased to $6.3 million, up from $4.7 million in the prior year's first quarter.
• Gross margin improved significantly to 58.1% in Q1 FY2026, compared to 46.3% in the same period last year.

Upland Software announced its Q2 2025 financial results, with total revenue at $53.4 million, a 23% decrease year-over-year, mainly due to strategic divestitures. Despite the revenue decline, the company achieved a return to positive core organic growth and significantly improved its Adjusted EBITDA margin to 25%, up from 20% in the prior year. GAAP net loss per share was $0.51.

• Total revenue for Q2 2025 was $53.4 million, a 23% decrease from Q2 2024, primarily due to divestitures aimed at streamlining the business.
• Adjusted EBITDA reached $13.6 million, representing 25% of total revenue, a 500 basis point increase in margin compared to 20% in Q2 2024.