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Earnings Recaps

Browse reported earnings of the most popular stocks

24 companies Today
Aena S.M.E., S.A. logo
AE
Aena S.M.E., S.A.
AENA.MC
Q2 2025
Reported:

Aena's first half of 2025 showcases robust performance with a 9.1% revenue increase to EUR 3 billion and significant passenger growth across all markets, maintaining an optimistic traffic outlook.

Key takeaways
  • Passenger volumes rose by 4.7% year-on-year, with 181 million travelers globally and 150.6 million in Spain.
  • Net profit reached EUR 894 million, marking a 10.5% increase compared to the previous year.
  • Commercial sales grew by 9.9%, significantly outpacing passenger traffic growth, with strong performance in retail and VIP services.
  • Significant investments of EUR 427 million approved for the Spanish network to enhance infrastructure during the DORA 2 period.
  • Financial leverage remains healthy at 1.64x net debt to EBITDA, ensuring continued stability for growth initiatives.
More info
AerCap Holdings N.V. logo
AE
AerCap Holdings N.V.
AER
Q2 2025
Reported:

AerCap reported a record Q2 2025, achieving GAAP net income of $1.3 billion and an impressive EPS of $7.09, driven by strong asset demand and favorable legal outcomes.

Key takeaways
  • Adjusted net income reached $502 million, translating to an adjusted EPS of $2.83.
  • Utilization rate remained high at 99%, with a 97% extension rate on leases, demonstrating strong customer demand.
  • The company signed multiple lease agreements across both wide-body and narrow-body aircraft, including significant placements with carriers in Asia and the Middle East.
  • AerCap’s acquisition strategy includes $3 billion projected for new equipment by year-end, alongside over $1 billion in stock repurchases year-to-date.
  • The outlook for 2025 remains positive with an increase in full-year adjusted EPS guidance amidst robust global passenger traffic growth.
More info
BAE Systems plc logo
BA
BAE Systems plc
BA.L
Q1 2025
Reported:

BAE Systems reported strong first-half results for 2025, marked by double-digit growth in revenue and EBIT, leading to an upgrade in full-year guidance amid a robust defense spending environment.

Key takeaways
  • Achieved GBP 13 billion in order intake, with a total contract backlog of GBP 75 billion, providing exceptional growth visibility.
  • Confidence bolstered by increasing defense budgets in key markets, including the U.K., Indo-Pacific, and the U.S., supporting long-term operational momentum.
  • Current and future programs, such as the Global Combat Air Programme and SSN-AUKUS submarines, position the company strongly for sustained success through the mid-2030s and beyond.
More info
BAE Systems plc logo
BA
BAE Systems plc
BAESY
Q1 2025
Reported:

BAE Systems reported robust first-half 2025 results, with double-digit growth in revenue and profit, prompting an upgrade of their full-year guidance. The company's strong GBP 75 billion contract backlog and increased defense spending bolster confidence in sustained long-term growth.

Key takeaways
  • Achieved GBP 13 billion in order intake, driving a total backlog approaching GBP 260 billion, over 8x annual sales.
  • Upgraded full-year guidance amid strong demand for both existing products and new technologies.
  • Positioned to capitalize on rising global defense expenditures, particularly in the U.K., U.S., and Indo Pacific regions.
  • Strong balance sheet supports disciplined capital allocation, ensuring continuation of investment in long-term growth initiatives.
  • Continued focus on naval, air, and advanced defense systems aligns well with governments’ increased military spending strategies.
More info
BASF SE logo
BA
BASF SE
BAS.DE
Q2 2025
Reported:

BASF SE reported a second quarter EBITDA of €1.8 billion, reflecting a 10% decrease year-over-year, driven by challenging market conditions in the chemicals sector, despite growth in Agricultural Solutions and Surface Technologies.

Key takeaways
  • Agricultural Solutions segment achieved a strong 21% growth in earnings, reaching €417 million.
  • EBITDA margins in Surface Technologies rose 10% to €350 million, with all divisions contributing positively.
  • Price declines observed in four out of six segments, notably in Chemicals, impacting overall revenue stability.
  • Start-up costs associated with the new Verbund site in Zhanjiang are expected to total €400 million for the year, affecting profitability.
  • BASF is on track to complete the sale of its Decorative Paints business for USD 1.15 billion by year-end, signaling progress in strategic portfolio management.
More info
CTO Realty Growth, Inc. logo
CT
CTO Realty Growth, Inc.
CTO
Q2 2025
Reported:

CTO Realty Growth reported robust leasing activity in Q2 2025, achieving a 27% cash rent spread on comparable leases, while successfully addressing opportunities with its anchor spaces, setting a positive outlook for future earnings.

Key takeaways
  • Signed 227,000 square feet of new leases, renewals, and extensions at an average cash base rent of $25.43 per square foot.
  • Achieved strong leasing momentum with a signed but not opened pipeline valued at $4.6 million, contributing to anticipated earnings growth into 2026.
  • Maintained a solid portfolio occupancy rate of 90.2%, with 93.9% of properties leased, driven by strategic tenant replacements and proactive leasing efforts.
  • Concluded settlement of $51 million in convertible notes, improving the balance sheet and positioning for future acquisitions in core markets.
More info
New Oriental Education & Technology Group Inc. logo
ED
New Oriental Education & Technology Group Inc.
EDU
Q4 2025
Reported:

New Oriental's Q4 FY 2025 results surpassed expectations, driven by strong revenue growth across new and core business segments, alongside improved operational efficiency.

Key takeaways
  • Total net revenue excluding East Buy increased 18.7% year-over-year, highlighting robust expansion in new ventures.
  • Non-GAAP operating margin improved to 6.5%, up 410 basis points year-over-year, due to effective cost management.
  • Revenue from the integrated tourism-related business surged 71% year-over-year, bolstered by K-12 and university student offerings.
  • New educational initiatives delivered a 33% revenue increase year-over-year, with strong performance in non-academic tutoring and intelligent learning systems.
  • Continued investments in AI-driven solutions and OMO teaching platforms to enhance learning experiences and operational efficiency.
More info
Federal National Mortgage Association logo
FN
Federal National Mortgage Association
FNMA
Q2 2025
Reported:

Fannie Mae reported a net income of $3.3 billion for Q2 2025, reflecting a 9% sequential decline driven by increased credit loss provisions, while maintaining a solid efficiency ratio of 31.5%.

Key takeaways
  • Net revenues grew 2% quarter-over-quarter to $7.2 billion, with expenses reduced by over $250 million.
  • The guarantee book remained stable at $4.1 trillion, contributing to consistent guarantee fee revenue.
  • Provided $102 billion in liquidity to the mortgage market, assisting 381,000 households, including 183,000 homebuyers, in a challenging market.
  • Achieved a net worth of $101.6 billion, boosted by an 18% annual growth, and recorded a return on equity of 9.5%.
  • Announced a partnership with Palantir Technologies to enhance fraud detection and prevention capabilities.
More info
GE HealthCare Technologies Inc. Common Stock logo
GE
GE HealthCare Technologies Inc. Common Stock
GEHC
Q2 2025
Reported:

GE HealthCare reported solid second-quarter results, with revenue growth driven by strong orders and strategic partnerships, despite facing tariff-related pressures that impacted margins.

Key takeaways
  • Revenue of $5 billion with organic growth of 2%, and a significant service revenue increase of 7% year-over-year.
  • Record backlog of $21.3 billion, up $2.2 billion from the previous year, with a robust book-to-bill ratio of 1.07x.
  • Adjusted EPS rose 6% year-over-year to $1.06, bolstered by improved tax rates and lower interest expenses.
  • Strategic collaborations secured, including a $90 million deal with Ascension and a $250 million contract in Europe, enhancing long-term growth prospects.
  • Free cash flow improved significantly, increasing by $189 million year-over-year to $7 million, attributed to better working capital management.
More info
Harley-Davidson, Inc. logo
HO
Harley-Davidson, Inc.
HOG
Q2 2025
Reported:

Harley-Davidson reported a challenging second quarter, with consolidated revenues down 19% due to reduced motorcycle shipments and soft demand. However, a strategic partnership for HDFS has unlocked significant cash flow and positioned the company for future growth.

Key takeaways
  • Entered strategic partnerships with KKR and PIMCO, enhancing HDFS's valuation, which is expected to drive operating income by $275 million to $300 million in 2025.
  • Consolidated revenue declined 19%, primarily from a planned reduction in motorcycle shipments and a 15% drop in global retail sales year-over-year, amid economic uncertainty and elevated interest rates.
  • Plans to decrease debt by $450 million while simultaneously accelerating a $1 billion share buyback program, indicating a commitment to returning cash to shareholders.
  • Introduced new efficiency programs leveraging technology, including AI, to enhance cost savings and productivity in response to ongoing market challenges.
More info
IGO Limited logo
IG
IGO Limited
IGO.AX
Q4 2025
Reported:

IGO Limited reported a strong operational performance in Q4 FY '25, highlighted by significant safety improvements and solid production from its Greenbushes site, despite challenges in the lithium market.

Key takeaways
  • 60% EBITDA margin for Greenbushes, indicating resilient profitability amidst market volatility.
  • Safety incidents showed a notable reduction, reflecting the company’s commitment to operational safety and culture.
  • Nova achieved production targets following a challenging start to the year, reinforcing confidence in future guidance.
  • Kwinana's performance remains below expectations, with anticipated impairments impacting future valuations.
  • Continued focus on ESG initiatives, including enhanced safety protocols and sustainability strategies, underpinning IGO's long-term operational framework.
More info
Luckin Coffee Inc. logo
LK
Luckin Coffee Inc.
LKNCY
Q2 2025
Reported:

Luckin Coffee delivered a robust second quarter in 2025, achieving a 47% year-over-year revenue growth to RMB 12.4 billion and bolstering its market share through strategic store expansions and product innovations.

Key takeaways
  • Operating profit surged by 62% year-over-year to RMB 1.7 billion, with operating margins expanding to 13.8%.
  • Total store count reached 26,206, including 2,085 new stores added in the quarter, reinforcing market leadership in China.
  • Monthly average transacting customers grew 32% year-over-year to nearly 91.7 million, driven by successful marketing initiatives and new product offerings.
  • Launched over 20 new beverages and snacks, enhancing product portfolio diversity to align with evolving consumer trends.
  • Internationally, strategic soft openings in the U.S. commenced, with two stores in New York marking a key milestone in its expansion strategy.
More info
Mercedes-Benz Group AG logo
MB
Mercedes-Benz Group AG
MBG.DE
Q2 2025
Reported:

Mercedes-Benz delivered solid Q2 results, navigating a challenging environment marked by tariffs and economic uncertainties while initiating a substantial product offensive that promises heightened innovation and wider market engagement.

Key takeaways
  • Strong retail sales, particularly in the U.S., amidst a challenging market environment, including headwinds from tariffs and economic conditions in China.
  • The introduction of the new CLA model signifies the launch of an ambitious plan to roll out over 25 new models in the coming three years.
  • Sustained focus on cash flow generation, with free cash flow showing solid performance despite ongoing restructuring efforts.
  • Continued success in the xEV segment, particularly with plug-in hybrids, as the company prepares for a significant expansion in electric vehicle offerings.
  • Positive customer response to new initiatives, including the opening of the first Mercedes Maybach brand center in Seoul and the beginning of owned retail sales in Germany.
More info
Newmark Group, Inc. logo
NM
Newmark Group, Inc.
NMRK
Q2 2025
Reported:

Newmark Group delivered robust performance in Q2 2025, with total revenues increasing by 20% and adjusted EPS soaring by 41%, underscoring strong operating momentum across all business lines.

Key takeaways
  • Total revenues reached $759.1 million, up 19.9% year-over-year, benefiting from significant growth in capital markets and leasing activities.
  • Adjusted EPS improved to $0.31, reflecting a 40.9% increase, driven by enhanced operating leverage and a 32.1% rise in adjusted EBITDA.
  • Newmark ranked as the leading office broker in the U.S. for the first half of 2025 and made significant gains in overall investment sales, moving up to #3 globally.
  • The company raised its full-year 2025 revenue outlook to between $3.05 billion and $3.25 billion, expecting adjusted EPS to be between $1.47 and $1.57.
  • Cash generation improved substantially with adjusted free cash flow up 121.4% year-over-year, reaching $228 million for the 12 months ended June 2025.
More info
Option Care Health, Inc. logo
OP
Option Care Health, Inc.
OPCH
Q2 2025
Reported:

Option Care Health delivered a robust second quarter, achieving a 15% year-over-year revenue growth, leading to an upward revision of revenue, adjusted EBITDA, and adjusted EPS guidance for the year.

Key takeaways
  • Revenue increased 15% year-over-year, driven by strong performance in both acute and chronic therapy segments.
  • Adjusted EBITDA grew by 5% despite headwinds, underscoring operational efficiency and disciplined spending.
  • Generated over $90 million in cash flow from operations, positioning the company for ongoing capital deployment and shareholder value initiatives.
  • Successful partnerships with health plans and pharma manufacturers enhance access to tailored therapies, supporting growth in rare and orphan drugs.
  • Executed $50 million in share repurchases during the quarter, reflecting confidence in long-term business potential and shareholder value creation.
More info
OneSpaWorld Holdings Limited logo
OS
OneSpaWorld Holdings Limited
OSW
Q2 2025
Reported:

OneSpaWorld delivered better-than-expected second-quarter results, achieving record revenues and profitability, while maintaining a strong balance sheet and commitment to growth.

Key takeaways
  • Total revenues rose 7% year-over-year to $240.7 million; net income increased 27% to $19.9 million.
  • Income from operations surged 17% to a record $22.1 million; adjusted EBITDA climbed 13% to $30.5 million.
  • Successful expansion of medi-spa services contributed to a 20% growth in treatment sales; services now available on 147 ships.
  • Enhanced productivity metrics across health and wellness centers, driven by improved staff training and retention.
  • Strong balance sheet enables continued investments in growth alongside shareholder returns, including a $4.1 million quarterly dividend.
More info
Dr. Ing. h.c. F. Porsche AG logo
P9
Dr. Ing. h.c. F. Porsche AG
P911.DE
Q1 2025
Reported:

Porsche AG reported a challenging first half of 2025, experiencing an 11% decline in vehicle sales and significant extraordinary expenses due to strategic realignment and tariffs. However, the company maintains strong demand for its models, particularly the Macan, and expects to begin recovering momentum in 2026.

Key takeaways
  • Delivered 146,000 vehicles, with over 43,000 units attributed to the Macan, including 25,000 fully electric models.
  • Group revenues declined by 7% to EUR 18.2 billion, influenced by extraordinary expenses of EUR 1.1 billion tied to strategic realignment.
  • Operating profit decreased to EUR 1 billion, resulting in an operating return on sales of 5.5%, heavily impacted by exceptional charges in the Automotive segment.
  • Strong demand for individualization and a favorable product mix sustained incoming orders, despite challenging macroeconomic conditions.
  • Significant operational changes underway, including a 15% workforce reduction by 2029 and dealer network optimization in China, aimed at enhancing long-term resilience.
More info
Hermes International Societe en commandite par actions logo
RM
Hermes International Societe en commandite par actions
RMS.PA
Q2 2025
Reported:

Hermès reported solid first-half 2025 results with sales reaching EUR 8 billion, reflecting an 8% increase at constant rates, and a current operating income growth of 6%.

Key takeaways
  • All regions experienced sales growth, with notable increases of 16% in Japan and 13% in Europe (excluding France).
  • Key segments, particularly Leather and Saddles, grew by 12%, driven by enhanced production capacity.
  • Hermès reinforced its commitment to sustainability and employee welfare, distributing a EUR 4,500 bonus to all global employees.
  • The company plans significant investments in production capacity with multiple new leather workshops slated to open by 2028.
  • Cash generation remains strong, supporting a net profit of EUR 2.5 billion, also up 6%.
More info
Stifel Financial Corp. logo
SF
Stifel Financial Corp.
SF
Q2 2025
Reported:

Stifel Financial reported a record second quarter in 2025 with net revenues of $1.28 billion and core EPS of $1.71, driven by a robust recovery in investor sentiment and strategic growth initiatives.

Key takeaways
  • Achieved record net revenue growth of 6% year-over-year, bolstered by strong performance in Global Wealth Management and Institutional business segments.
  • Maintained high profitability with an operating pretax margin of 20.3% and a return on tangible common equity of 22%.
  • Added 82 new advisers, marking the strongest recruiting quarter since Q4 2015, enhancing client asset levels to $517 billion.
  • Successfully completed the acquisition of Bryan Garnier, enhancing European advisory capabilities, particularly in health care and technology sectors.
  • Anticipating continued positive momentum into the second half of 2025, supported by improved market conditions and strong advisory and capital markets activity.
More info
Teva Pharmaceutical Industries Limited logo
TE
Teva Pharmaceutical Industries Limited
TEVA
Q2 2025
Reported:

Teva Pharmaceutical Industries reported solid Q2 2025 results, marking its 10th consecutive quarter of growth driven by strong performance in its innovative product portfolio, while overall revenues reached $4.2 billion, up 1%.

Key takeaways
  • Adjusted EBITDA increased by 7%, and non-GAAP EPS rose 10%.
  • Significant growth in innovative drugs: AUSTEDO up 19% to nearly $500 million, UZEDY up 120% to $54 million, and AJOVY up 31% to $155 million.
  • The global generics business saw a decline of 2% amid strong prior year comparisons.
  • Teva remains on track with its cost transformation programs, expecting to achieve mid-single-digit growth targets for 2027.
More info
Ternium S.A. logo
TX
Ternium S.A.
TX
Q2 2025
Reported:

Ternium reported a strong second quarter in 2025, achieving a 25% increase in adjusted EBITDA driven by higher steel prices in Mexico and stable operational costs, despite challenges in certain markets.

Key takeaways
  • Adjusted EBITDA rose to $300 million, supported by improved steel prices in Mexico and effective cost management.
  • Net income reached $259 million, with an adjusted amount of $299 million when excluding litigation provisions.
  • Anticipated sequential improvements in EBITDA and shipment levels for Q3, especially in Mexico, amidst ongoing trade negotiations.
  • Continued focus on operational efficiency with measures aimed at optimizing logistics, procurement, and production processes.
  • Ongoing challenges in Brazil due to steel import surges necessitate urgent government intervention to protect the local manufacturing sector.
More info
United Microelectronics Corporation logo
UM
United Microelectronics Corporation
UMC
Q2 2025
Reported:

UMC reported solid second quarter 2025 results, with sequential revenue growth of 1.6% and a net income of TWD 8.9 billion. However, foreign exchange fluctuations impacted gross margin, which was recorded at 28.7%.

Key takeaways
  • Consolidated revenue reached TWD 58.8 billion, with a gross margin of 28.7%, reflecting a 3 percentage point impact from foreign exchange rates.
  • Net income attributable to shareholders increased to TWD 8.9 billion, yielding earnings per share of TWD 0.71, up from TWD 0.62 in Q1.
  • Wafer shipments increased by 6.3% quarter-over-quarter, driven primarily by demand in communications and imaging signal processors.
  • Advanced technology revenue (sub-40nm) continued to grow, comprising 55% of total revenue, bolstering UMC's position in key markets.
  • For Q3 2025, UMC anticipates a mild uptick in wafer shipments, but expects a decline in NT dollar revenue due to adverse foreign exchange impacts.
More info
Virtu Financial, Inc. logo
VI
Virtu Financial, Inc.
VIRT
Q2 2025
Reported:

Virtu Financial delivered robust second quarter 2025 results, marked by a record $568 million in adjusted net trading income and strong contributions from both Market Making and Execution Services amidst heightened market volatility.

Key takeaways
  • Achieved $568 million in adjusted net trading income, equating to $9.2 million per day, driven by strategic growth initiatives and market conditions.
  • Market Making generated $451 million, while Execution Services contributed $116 million, reflecting ongoing demand and strong performance in key segments.
  • Continued momentum in growth initiatives, with records in ETF block franchise and digital asset capabilities, now constituting 15% of total adjusted net trading income.
  • Institutional business set new highs, with Virtu Execution Services on track to achieve a consistent $2 million per day as efficiency improves.
  • Sustained retail engagement and structural trends, including interest in overnight equity trading and expanding digital asset adoption, bolster future growth prospects.
More info
Royal Vopak N.V. logo
VP
Royal Vopak N.V.
VPK.AS
Q2 2025
Reported:

Royal Vopak reported strong financial performance in H1 2025, with proportional EBITDA reaching EUR 615 million and an impressive operating cash return of 16.9%. The company maintains a positive outlook for growth driven by strategic investments and developments, particularly in India and Canada.

Key takeaways
  • Proportional occupancy rate remained robust at 92%, reflecting strong demand for infrastructure services.
  • The company achieved an exceptional gain of EUR 111 million from the IPO of its joint venture, AVTL, bolstering its growth ambitions.
  • Vopak targets EUR 4 billion in proportional growth investments by 2030, with EUR 300 million spent year-to-date on key projects.
  • Positive developments in sustainability include progress on emissions reduction and ongoing safety improvements, despite a slight deterioration in personal safety performance.
  • Projected proportional EBITDA growth of 3% to 5% for the year excludes currency impacts and the recent one-off gain.
More info

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