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Earnings Recaps

Browse reported earnings of the most popular stocks

40 companies Today
L'Air Liquide S.A. logo
AI
L'Air Liquide S.A.
AI.PA
Q2 2025
Reported:

Air Liquide delivered a resilient performance in H1 2025, achieving a 2% growth in sales and significant operational improvements despite ongoing macroeconomic challenges.

Key takeaways
  • Gas & Services operating margin improved by 130 basis points, demonstrating enhanced operational efficiency.
  • Achieved a record €287 million in operational efficiencies, a 23% increase from H1 2024.
  • Recurring ROCE rose to 11% amidst increased investments, underscoring strong profitability.
  • Investment backlog reached a record €4.6 billion, securing future growth opportunities.
  • The company successfully streamlined its organization, enhancing structural efficiencies and operational synergies.
More info
Alkermes plc logo
AL
Alkermes plc
ALKS
Q2 2025
Reported:

Alkermes delivered strong financial results in Q2 2025, achieving robust revenue growth and successfully advancing its innovative treatment for narcolepsy, positioning the company for significant future growth.

Key takeaways
  • Q2 total revenues reached $390.7 million, with proprietary product sales growing 14% year-over-year to $307.2 million.
  • Alixorexton's Phase II study, Vibrance 1, showed significant effects on wakefulness and cognitive improvements in narcolepsy patients, setting the stage for Phase III trials.
  • The company boasts a solid financial position with $1 billion in cash, no debt, and expected Q3 net sales between $280 million to $300 million.
More info
American Tower Corporation (REIT) logo
AM
American Tower Corporation (REIT)
AMT
Q2 2025
Reported:

American Tower's second quarter of 2025 surpassed expectations with strong demand across its tower leasing, service, and data center operations, supported by favorable foreign exchange effects and an upgraded property revenue outlook.

Key takeaways
  • Total application volumes increased over 50% year-over-year, reflecting robust demand across American Tower's extensive footprint.
  • The company's services business approached record performance, driven by significant growth in construction services.
  • Demand for mid-band 5G network expansions is strong, particularly in developed markets like the U.S. and Europe, positioning the company for substantial colocations and amendments.
  • Enhanced growth outlook in emerging markets due to stabilized churn and better pricing dynamics, with Africa showing particularly strong results.
  • CoreSite data center performance exceeded expectations, fueled by rising demand related to AI workloads and hybrid cloud architectures.
More info
The Boeing Company logo
BA
The Boeing Company
BA
Q2 2025
Reported:

Boeing's Q2 2025 results show continued recovery with increased aircraft deliveries and improved quality metrics, signaling progress amid ongoing challenges.

Key takeaways
  • Delivered 150 commercial jets in Q2, marking the highest quarterly total since 2018, with 280 deliveries in the first half of the year.
  • Achieved and stabilized a production rate of 38 jets per month for the 737, with plans to request FAA approval for an increase to 42 per month.
  • Secured a $2.8 billion contract from the U.S. Space Force, enhancing Boeing's positioning in national security space.
  • Ongoing investments in production stability have reduced traveled work at roll-up by 50% and improved employee safety and quality practices.
More info
Barclays PLC logo
BA
Barclays PLC
BARC.L
Q2 2025
Reported:

Barclays reported robust second-quarter performance, with income up 14% year-on-year to GBP 7.2 billion and profit before tax rising 28% to GBP 2.5 billion, signaling strong operational momentum and efficiency improvements.

Key takeaways
  • Earnings per share surged 41% to 11.7p, supported by share buybacks; tangible book value per share reached 384p.
  • Return on tangible equity improved to 12.3% in Q2, up from 9.9% a year ago, affirming progress towards 2026 targets.
  • Announced GBP 1 billion share buyback and a 3p dividend, resulting in a total of GBP 1.4 billion in shareholder distributions, a 21% increase YoY.
  • Achieved GBP 200 million in gross efficiency savings in Q2, contributing to a total of GBP 350 million for H1 2025; further savings expected as part of the ongoing 3-year plan.
More info
Barclays PLC logo
BC
Barclays PLC
BCS
Q2 2025
Reported:

Barclays reported robust second-quarter results, with a 14% rise in income year-on-year to GBP 7.2 billion, and profit before taxes climbing 28% to GBP 2.5 billion, underpinned by a strong cost-to-income ratio improvement.

Key takeaways
  • Earnings per share surged 41% to 11.7p, contributing to a return on tangible equity of 12.3% for the quarter.
  • A GBP 1 billion share buyback and a 3p dividend per share highlight increased shareholder distributions, totaling GBP 1.4 billion in the first half, up 21% year-on-year.
  • Cost-to-income ratio improved by 4 percentage points to 59%, driven by continued efficiency measures generating GBP 350 million in savings year-to-date.
  • All divisions achieved double-digit returns, with the Investment Bank's return on tangible equity rising to 12.2%.
  • The strategic focus on U.K. markets has resulted in the deployment of over half of the planned GBP 30 billion in risk-weighted assets toward U.K. focused businesses.
More info
Carrier Global Corporation logo
CA
Carrier Global Corporation
CARR
Q2 2025
Reported:

Carrier reported a robust second quarter with 6% organic growth, driven by exceptional performance in commercial HVAC and notable increases in adjusted EPS and operating margins.

Key takeaways
  • Achieved 6% organic growth, with commercial HVAC in the Americas up 45% and aftermarket growth at 13%.
  • Expanded adjusted operating margins by 130 basis points to 19.1%, with adjusted EPS increasing by 26%.
  • Strong free cash flow generation of approximately $1 billion in the first half of the year, on track for $3 billion in share buybacks this year.
  • Significant growth in connected chillers, up 40% year-over-year, indicating strong market demand and operational efficiency.
  • Progressing well in technology integration, including enhancements to the Abound app leveraging AI and successful partnership initiatives in systems and energy solutions.
More info
CBRE Group, Inc. logo
CB
CBRE Group, Inc.
CBRE
Q2 2025
Reported:

CBRE Group delivered strong second-quarter performance in 2025, exceeding expectations with significant revenue growth across both resilient and transactional sectors, and raising full-year earnings guidance.

Key takeaways
  • Resilient revenues grew by 17%, outpacing the 15% growth in transactional revenues, indicating effective strategic positioning.
  • Core EPS increased by 47%, with full-year guidance lifted to $6.10 to $6.20, reflecting over 20% annual growth potential.
  • Advisory Services and Global Leasing achieved record revenue, with U.S. office leasing growing by 15% and overall property sales increasing by 25% in the U.S.
  • Strong growth in mortgage origination fees (+40%) and a robust performance in the Project Management segment contribute to a positive outlook.
  • Free cash flow expectations remain strong, targeting over $1.5 billion for the full year, supporting ongoing capital allocation strategies.
More info
Cincinnati Financial Corporation logo
CI
Cincinnati Financial Corporation
CINF
Q2 2025
Reported:

Cincinnati Financial Corporation delivered robust second-quarter results, with net income exceeding $685 million, driven by strong investment income and disciplined underwriting despite weather-related challenges.

Key takeaways
  • Net income of $685 million more than doubled from the prior year, aided by a $380 million after-tax recognition from equity securities.
  • Non-GAAP operating income rose 52% to $311 million, with a combined ratio of 94.9%, reflecting improved underwriting efficiency.
  • Net written premiums grew by 11%, fueled by a 16% increase in agency renewals, although personal lines saw a decline of $22 million.
  • The commercial and excess and surplus lines segments reported combined ratios below 93%, enhancing overall profitability.
  • Investment income surged 18% amidst a strategic rebalancing of the portfolio, with a fixed maturity portfolio yield increasing to 4.93%.
More info
Celestica Inc. logo
CL
Celestica Inc.
CLS
Q2 2025
Reported:

Celestica delivered exceptional Q2 2025 results, with revenues of $2.89 billion and adjusted EPS of $1.39, significantly surpassing expectations amid robust demand in its communications and capital equipment segments.

Key takeaways
  • Revenues rose 21% year-over-year, driven by a remarkable 75% increase in the communications end market.
  • Adjusted operating margin reached a record 7.4%, bolstered by improved profitability across both CCS and ATS segments.
  • Adjusted ROIC improved to 35.5%, reflecting strong operating profit and effective working capital management.
More info
Crane Co. logo
CR
Crane Co.
CR
Q2 2025
Reported:

Crane Company reported a strong Q2 2025, with adjusted EPS of $1.49, bolstered by 6.5% core sales growth and robust order performance, while raising its full-year earnings outlook amid strategic acquisitions.

Key takeaways
  • Adjusted EPS reached $1.49, benefiting from 6.5% growth in core sales, driven primarily by Aerospace & Electronics.
  • Core orders surged nearly 20%, reflecting strong demand in Aerospace & Electronics.
  • Announced acquisition of Precision Sensors & Instrumentation businesses from Baker Hughes, aimed at enhancing technology capabilities.
  • Full-year adjusted earnings guidance raised to $5.50-$5.80, up from $5.30-$5.60, demonstrating confidence in ongoing business resilience.
  • Strong balance sheet positions Crane for continued M&A activity, with a robust pipeline of potential opportunities.
More info
Croda International Plc logo
CR
Croda International Plc
CRDA.L
Q2 2025
Reported:

Croda delivered solid financial results for the first half of the year, with group sales increasing by 7% driven by strong volume growth across all business segments despite a challenging market environment.

Key takeaways
  • Adjusted operating profit increased 12% to GBP 147 million, supported by robust volume growth of 11%.
  • A further GBP 60 million in annualized cost savings identified, bringing total savings to GBP 100 million by the end of 2027, as part of the 5-point strategic plan.
  • Consumer Care, Life Sciences, and Industrial Specialties all reported sales growth, with Agriculture notably increasing 13%.
  • Interim dividend declared at 48p, reflecting a slight increase year-over-year, with net debt at GBP 580 million and conservative leverage at 1.5x EBITDA.
More info
Caesars Entertainment, Inc. logo
CZ
Caesars Entertainment, Inc.
CZR
Q2 2025
Reported:

Caesars Entertainment reported solid second quarter results with consolidated net revenues of $2.9 billion and a record adjusted EBITDA of $955 million, driven largely by strong performance in the Digital segment.

Key takeaways
  • Digital segment achieved all-time high adjusted EBITDA of $80 million, up 100% year-over-year, with net revenues growing 24%.
  • Las Vegas adjusted EBITDA reached $469 million; however, occupancy slightly declined to 97% amid softer market demand.
  • Regional segment adjusted EBITDA of $439 million reflects stability when excluding one-time negative items, supported by strategic investments in the Caesars Rewards database.
  • Successful launch of new amenities at Caesars Republic Lake Tahoe and ongoing construction initiatives are expected to enhance customer experience and revenue potential.
  • Debt redemption efforts are projected to save over $40 million annually in free cash flow, strengthening financial stability moving forward.
More info
Endesa, S.A. logo
EL
Endesa, S.A.
ELE.MC
Q2 2025
Reported:

Endesa reported robust first-half 2025 results, with EBITDA rising 12% and net income increasing by 30%, underscoring strong cash generation and strategic investment despite challenges in the energy market.

Key takeaways
  • EBITDA grew 12% year-over-year to €2.7 billion, with net income reaching €1 billion.
  • Cash generation doubled compared to the previous year, enhancing shareholder value through a share buyback program with 40% execution.
  • Endesa added 0.7 GW of renewable capacity, achieving 79% emission-free generation in its mainland mix.
  • Energy market volatility resulted in significant price increases, though demand has shown a strong recovery trend, with mainland electricity demand up 2.7% year-on-year.
  • Ongoing investments total over €900 million aimed at strengthening the company’s core operations and supporting Spain's energy transition goals.
More info
The Hartford Financial Services Group, Inc. logo
HI
The Hartford Financial Services Group, Inc.
HIG
Q2 2025
Reported:

The Hartford Insurance Group reported exceptional second quarter results with core earnings nearing $1 billion, demonstrating robust growth across its segments and successful market strategy execution.

Key takeaways
  • Core earnings reached nearly $1 billion, contributing to a trailing 12-month core earnings ROE of 17%.
  • Business Insurance experienced an 8% top-line growth with an underlying combined ratio of 88, driven by strong performance in auto and package products.
  • Personal Insurance saw significant improvement, with a 17% increase in homeowners' written premiums and a low 70s underlying combined ratio.
  • Global Specialty achieved record gross written premiums of $1.3 billion, leveraging a diverse portfolio and disciplined pricing strategies.
  • Continued strategic investments in technology and AI are enhancing underwriting efficiency and competitive advantages across various segments.
More info
Herc Holdings Inc. logo
HR
Herc Holdings Inc.
HRI
Q2 2025
Reported:

Herc Holdings reported a robust second quarter 2025, driven by successful integration of H&E Equipment Services and strong national account demand, while local markets showed signs of pressure.

Key takeaways
  • Completed acquisition of H&E Equipment Services with operational integration progressing smoothly, minimizing disruption.
  • National account demand remains strong, capturing a targeted 10% to 15% share of mega project activity, bolstering revenue.
  • Legacy branches outpaced market growth, benefiting from increased revenues in both national and local accounts.
  • Early examples of revenue synergy demonstrated through enhanced product offerings and collaborative sales efforts.
  • Upcoming focus on technology integration aimed at streamlining operations and enhancing data capabilities across the merged organization.
More info
Incyte Corporation logo
IN
Incyte Corporation
INCY
Q2 2025
Reported:

Incyte's Q2 2025 results reflect strong product performance and promising pipeline advancements, positioning the company for sustained growth despite leadership transition and strategic realignment.

Key takeaways
  • Opzelura and Niktimvo are demonstrating solid sales momentum, with Opzelura expanding its prescriber base significantly and showing potential for new indications.
  • The company is actively focusing on accelerating product development, particularly for the promising asset 989, which targets specific mutations in hematological malignancies.
  • Incyte's robust R&D capabilities coupled with a strategic emphasis on capital allocation aim to enhance shareholder value and foster new product growth through both internal development and judicious business development opportunities.
More info
JetBlue Airways Corporation logo
JB
JetBlue Airways Corporation
JBLU
Q2 2025
Reported:

JetBlue Airways reported a modest operating profit in Q2 2025, exceeding key guidance metrics amidst an uncertain macroeconomic environment while continuing to enhance customer experience and operational reliability through its JetForward initiative.

Key takeaways
  • Achieved $180 million in cumulative EBIT from JetForward, on track for $290 million by year-end 2025.
  • Net Promoter Score improved significantly, reflecting double-digit year-over-year growth and gains in customer satisfaction.
  • Operational performance improved with on-time rates up 3 points year-over-year, contributing to reduced disruption costs and enhanced reliability.
  • Collaboration with United Airlines via Blue Sky will increase revenue potential, with an expected $50 million EBIT contribution by 2027.
  • Optimistic outlook for capacity growth starting in 2026 due to improved forecasts on aircraft groundings.
More info
Johnson Controls International plc logo
JC
Johnson Controls International plc
JCI
Q3 2025
Reported:

Johnson Controls reported a robust third quarter for FY 2025, posting a 6% increase in organic sales and an 11% rise in adjusted EPS, while raising its full-year guidance amid strong cash flow performance.

Key takeaways
  • Organic sales growth of 6% driven by favorable conditions in the Americas, offset by challenges in China.
  • Segment margin improved by 20 basis points to 17.6%, reflecting operational efficiencies.
  • Adjusted free cash flow nearly doubled year-to-date to $1.8 billion, with over 100% free cash flow conversion anticipated for the year.
  • Backlog reached a record $14.6 billion, an 11% year-over-year increase, indicating strong future demand.
  • Focus on enhancing customer centricity and R&D investment to drive future growth and innovation.
More info
Kilroy Realty Corporation logo
KR
Kilroy Realty Corporation
KRC
Q2 2025
Reported:

Kilroy Realty Corporation delivered a robust second quarter, marked by significant leasing activity and strategic portfolio management that positions the company favorably as West Coast office demand rebounds.

Key takeaways
  • Signed over 400,000 square feet in new and renewal leases during Q2, indicating strong tenant demand.
  • Notable leasing activity in San Francisco, with demand nearly doubling since 2023, bolstered by resilience in AI and a revitalized downtown.
  • Continued capital recycling strategy, including the sale of a downtown Santa Monica property and a Silicon Valley campus, enhancing cash flow for reinvestment.
  • Advancing lease negotiations for approximately 100,000 square feet at Kilroy Oyster Point, signaling strong interest in life sciences despite market headwinds.
  • Focused approach on portfolio rotation to optimize long-term returns and maintain a flexible capital structure through selective reinvestment and potential stock buybacks.
More info
LendingClub Corporation logo
LC
LendingClub Corporation
LC
Q2 2025
Reported:

LendingClub delivered a strong Q2 2025, achieving 32% growth in originations and doubling its GAAP net income to $38 million, well exceeding prior expectations.

Key takeaways
  • Originations reached $2.4 billion, driven by effective marketing and successful product innovations.
  • The company's ROTCE soared to nearly 12%, exceeding its 8% target for the year.
  • Extended partnerships, including a new $3.4 billion agreement with Blue Owl and a $100 million transaction with BlackRock, enhance funding capabilities.
  • Launch of LevelUp Checking and continued success with LevelUp Savings strengthen customer engagement and retention.
  • LendingClub's effective underwriting strategies and robust credit performance position it well against competitors in a challenging macro environment.
More info
Marathon Digital Holdings, Inc. logo
MA
Marathon Digital Holdings, Inc.
MARA
Q2 2025
Reported:

MARA reported a record-breaking Q2 2025, achieving highs in revenue, adjusted EBITDA, and net income, while solidifying its position as a leader in bitcoin mining and infrastructure development.

Key takeaways
  • Revenues and adjusted EBITDA reached all-time highs, highlighting robust operational execution amid favorable bitcoin market conditions.
  • Strategic partnerships announced with TAE Power and Pado AI to co-develop grid-responsive load balancing platforms aimed at enhancing AI infrastructure.
  • Surpassed 50,000 bitcoin holdings, establishing MARA as the second-largest global bitcoin holder, while emphasizing ongoing active management for long-term shareholder value.
  • Launched a new behind-the-meter data center in Texas to leverage low-cost energy, boosting margins and operational efficiency.
  • Positioned for future growth with a global pipeline exceeding 3 gigawatts, targeting energy-efficient, sovereign edge infrastructure in emerging markets.
More info
Mondelez International, Inc. logo
MD
Mondelez International, Inc.
MDLZ
Q2 2025
Reported:

No summary provided.

Key takeaways
  • Global sales remained balanced; Europe and emerging markets delivered strong growth while U.S. performance lagged due to consumer anxiety.
  • Strategic pricing increases in response to rising costs are set to bolster revenue in North America, though a significant rebound in demand is not expected.
  • Emerging markets experienced double-digit growth, particularly in Brazil, India, and Mexico, reflecting continued market strength.
  • The company maintained its full-year outlook amidst mixed regional performance and ongoing consumer challenges.
More info
Merck & Co., Inc. logo
MR
Merck & Co., Inc.
MRK
Q2 2025
Reported:

Merck & Co. reported Q2 2025 revenue of $15.8 billion, driven by strong performances in oncology and Animal Health, alongside robust new product contributions, marking a strategic growth phase for the company.

Key takeaways
  • Achieved cumulative sales of $1 billion for WINREVAIR within just over a year of its approval.
  • Announced the acquisition of Verona Pharma, set to enhance capabilities in chronic obstructive pulmonary disease and cardiopulmonary treatments.
  • Positive clinical trial results from the oral PCSK9 inhibitor enlicitide and continued advancements in the oncology pipeline, including new approvals for KEYTRUDA.
  • Preparing for the launch of ENFLONSIA for RSV prevention, with FDA endorsement already secured.
  • Embarked on a multiyear optimization initiative to reallocate resources towards more promising growth drivers.
More info
Neogen Corporation logo
NE
Neogen Corporation
NEOG
Q4 2025
Reported:

Neogen Corporation's fourth quarter results reflect ongoing challenges in the Food Safety segment, compounded by market and regulatory pressures. However, strategic initiatives in pathogen detection and operational simplification signal a focused path forward.

Key takeaways
  • Food Safety end market conditions worsened due to ongoing inflation pressures, leading to lower production volumes among food producers.
  • Neogen launched the Listeria Right Now assay on its MDS platform, enhancing pathogen detection capabilities.
  • The Board is transitioning the CEO role to better align with future growth potential amidst a regulatory environment prioritizing food safety.
  • Core revenue in the Animal Safety segment has faced headwinds, but signs of improvement in net farm incomes could support recovery.
  • Ongoing divestiture processes aim to streamline operations and prioritize core business areas for improved focus and deleveraging.
More info
Olin Corporation logo
OL
Olin Corporation
OLN
Q2 2025
Reported:

Olin Corporation reported a challenging Q2 2025, marked by operational headwinds and ongoing market pressures, yet generated strong cash flow to support strategic investments and debt reduction.

Key takeaways
  • Generated over $212 million in operating cash flow, funding strategic acquisitions and debt repayments.
  • Anticipated chemical business results fell to the lower end of expectations due to unplanned operational issues.
  • Winchester's defense segment performed positively; however, commercial ammunition faced significant pricing and demand challenges.
  • Continued strength in caustic soda demand, but a steep decline in EDC prices impacted results.
  • On track for $70-$90 million in cost savings by year-end 2025 through the Beyond 250 project aimed at enhancing operational efficiencies.
More info
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. logo
OM
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
OMAB
Q2 2025
Reported:

OMA reported a strong second quarter in 2025, with a significant boost in both passenger traffic and revenues. Adjusted EBITDA rose by 19%, reflecting robust operational performance amid ongoing strategic developments.

Key takeaways
  • Passenger traffic increased 11% year-over-year to 7.2 million, with notable contributions from both domestic and international routes.
  • Aeronautical revenues surged 17%, driven by higher passenger volumes and increased yields.
  • Commercial revenues grew by 20%, with restaurants, parking, and VIP lounges leading the charge in performance.
  • Adjusted EBITDA reached MXN 2.6 billion, yielding a margin of 74.6%, indicating strong operational leverage.
  • OMA is advancing its master development program, expecting approval in December, with major investments planned for Monterrey Airport and other facilities.
More info
The Procter & Gamble Company logo
PG
The Procter & Gamble Company
PG
Q4 2025
Reported:

Procter & Gamble demonstrated solid resilience in fiscal year 2025, achieving a 2% organic sales growth and a 4% increase in core EPS amid challenging market conditions. Strategic leadership transitions position the company for continued growth.

Key takeaways
  • Organic sales grew 2% for FY25, driven evenly by volume and price/mix contributions, with nine of ten product categories experiencing growth.
  • Core EPS increased to $6.83, reflecting efficient cost management and a focus on productivity improvements despite a 40 basis point decline in core gross margin.
  • The company returned $16 billion to shareholders, including nearly $10 billion in dividends and $6.5 billion through share repurchases, remaining consistent with prior guidance.
More info
uniQure N.V. logo
QU
uniQure N.V.
QURE
Q2 2025
Reported:

uniQure's second quarter of 2025 demonstrated significant advances in its clinical pipeline, highlighted by regulatory progress and manufacturing readiness for AMT-130, positioning the company for a potentially transformative second half of the year.

Key takeaways
  • Achieved breakthrough therapy designation for AMT-130 in Huntington's disease, marking a pivotal step in regulatory alignment.
  • Completed manufacturing of two pre-PPQ GMP batches and advanced to the formal PPQ campaign, ensuring BLA readiness for early 2026 submission.
  • Received alignment from the FDA on the statistical analysis plan, validating the use of an external control for the AMT-130 registrational endpoint.
  • Early clinical data for AMT-260 shows a promising 92% reduction in seizure frequency for the first patient treated, generating interest in the epilepsy community.
  • Continued preparation for a potential commercial launch in 2026, with key leadership appointments and strategic recruitment efforts underway.
More info
Rocky Brands, Inc. logo
RC
Rocky Brands, Inc.
RCKY
Q2 2025
Reported:

Rocky Brands delivered strong Q2 2025 results, with revenue growth driven by a diversified portfolio and adjusted EPS more than tripling year-over-year to $0.55, demonstrating effective operational management and brand momentum.

Key takeaways
  • Revenue grew high single digits, with gross margin expanding 230 basis points due to strong full-price selling across multiple brands.
  • XTRATUF and Muck showed robust growth, capitalizing on increased demand and expanding distribution, while the Outdoor category emerged as a significant growth engine.
  • Disciplined cost management led to a 59% increase in operating income, alongside reduced debt levels year-over-year.
  • Strategic partnerships, including a collaboration with Dierks Bentley, and a successful digital marketing campaign drove brand awareness and e-commerce gains, particularly for Muck.
  • The company remains positive about future military contracts and market positioning, despite ongoing global economic uncertainties.
More info
Royal Caribbean Group logo
RC
Royal Caribbean Group
RCL
Q2 2025
Reported:

Royal Caribbean Group's Q2 2025 earnings exceeded expectations with a 36% year-over-year increase in adjusted EPS, driven by strong demand and operational efficiencies, prompting an upward revision of earnings guidance.

Key takeaways
  • Adjusted EPS reached $4.38, surpassing guidance by $0.33, supported by improved net yield and lower expenses.
  • Load factor stood at 110%, highlighting robust demand, particularly for close-in bookings.
  • Exciting new ships and exclusive experiences, such as the Royal Beach Club, are driving significant booking momentum.
  • Consumers maintain strong financial confidence, with leisure travel as a top spending priority, especially among younger demographics.
More info
Repligen Corporation logo
RG
Repligen Corporation
RGEN
Q2 2025
Reported:

Repligen Corporation delivered an outstanding Q2 2025 with 17% organic non-COVID growth, marking the highest growth rate since 2022, driven by robust performance across its biopharma and consumables segments.

Key takeaways
  • Biopharma revenue grew 20% year-over-year, with orders increasing over 20%, fueled by wins at large pharma clients.
  • Consumable revenue achieved a record high, surpassing 20% growth, while capital equipment revenue returned to growth in the high teens.
  • Orders consistently outpaced revenue for the eighth consecutive quarter, reflecting strong demand across diversified product offerings, particularly in filtration.
  • The company raised its revenue guidance for 2025 to a range of $715 million to $735 million, highlighting confidence in continued momentum amid macroeconomic challenges.
More info
Starbucks Corporation logo
SB
Starbucks Corporation
SBUX
Q3 2025
Reported:

Starbucks reported $9.5 billion in revenue for Q3 FY 2025, with a global comparable store sales decline of 2%, showcasing early signs of a turnaround amid strategic operational reforms.

Key takeaways
  • Achieved global operating margin of 10.1% with earnings per share of $0.50.
  • Significant progress in partner engagement, with retail scores improving and turnover at 49.1%.
  • International business saw record quarterly revenue; China delivered 2% comparable sales growth.
  • Positive momentum in U.S. operations with transactional gains in coffeehouses and the resumption of pre-pandemic customer engagement levels.
  • Strategic investments, including the Green Apron Service, aim to enhance consistency and customer experience by FY 2026.
More info
Spotify Technology S.A. logo
SP
Spotify Technology S.A.
SPOT
Q2 2025
Reported:

Spotify reported strong user growth in Q2 2025, achieving over 100 million subscribers in Europe and a 30% increase in net adds compared to the previous year, despite ongoing challenges in scaling their Ads business.

Key takeaways
  • Subscriber growth exceeded expectations, with over 3% of the global population now using Spotify, and healthy conversion rates from free to paid users.
  • Q2 2025 marked the second highest MAU net additions quarter to date, indicating strong user engagement and retention.
  • The advertising business is underperforming relative to strategic goals, prompting a renewed focus on execution and technology enhancements to drive future growth.
  • Spotify remains committed to long-term value creation over short-term results, positioning itself for a target of 1 billion subscribers.
More info
Stellantis N.V. logo
ST
Stellantis N.V.
STLA
Q2 2025
Reported:

Stellantis reported a challenging first half of 2025 with a significant 13% decline in net revenue, although early signs of recovery are evident through improved commercial KPIs and an emerging product pipeline.

Key takeaways
  • Consolidated shipments fell 7% to 2.7 million units, with North America and Europe driving declines, but showing improvement from prior quarters.
  • Net revenue dropped to EUR 74 billion, impacted by volume, mix, pricing pressures, and foreign exchange challenges.
  • AOI margins contracted to EUR 540 million, reflecting a 70 basis point margin, affected by increased industrial costs and tariffs.
  • Industrial free cash flow recorded an outflow of EUR 3 billion due to insufficient AOI generation covering CapEx and R&D expenses.
  • Sequential improvements are noted, particularly in North America, driven by new product launches and improved inventory management, suggesting potential for second half recovery.
More info
TeamViewer AG logo
TM
TeamViewer AG
TMV.DE
Q2 2025
Reported:

TeamViewer's Q2 2025 results demonstrated strong strategic advances, with pro forma revenue growth of 6% and a double-digit increase of 15% in enterprise revenue, signaling robust momentum heading into the second half of the year.

Key takeaways
  • Adjusted EBITDA rose 17% year-over-year, achieving a strong margin of 44%.
  • Enterprise segment revenue grew 15% year-over-year, marking continued demand for high-value solutions.
  • Strong performance in EMEA region with 8% revenue growth, although the U.S. market posed challenges due to political and budgetary uncertainties.
  • New product launches in digital workplace solutions show early momentum, particularly with DEX Essentials and TeamViewer ONE.
  • Company remains confident in achieving full-year guidance despite macroeconomic headwinds.
More info
Visa Inc. logo
V
Visa Inc.
V
Q3 2025
Reported:

Visa reported robust fiscal Q3 2025 results, with net revenue of $10.2 billion, up 14% year-over-year, and EPS rising 23%, driven by strong payments volume and strategic innovations.

Key takeaways
  • Payments volume increased 8% year-over-year, with U.S. volume up 7% and international volume up 10%.
  • Cross-border volume grew by 11% in constant dollars, underscoring Visa's strong global presence.
  • Visa's client satisfaction remains high with a Net Promoter Score of 76, reflecting the company's commitment to service and innovation.
  • The expansion of the Flex Credential and Visa Intelligent Commerce showcases Visa's focus on digital transformation and new payment technologies.
  • Commercial payments volume increased by 7%, leading to a 13% rise in CMS revenue, highlighting growth in Visa’s commercial and money movement solutions segment.
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Veralto Corporation logo
VL
Veralto Corporation
VLTO
Q2 2025
Reported:

Veralto Corporation achieved solid second quarter growth, marking its fourth consecutive quarter of mid-single-digit core sales growth, driven by strong commercial execution and stable demand across key markets.

Key takeaways
  • Core sales grew 4.8% year-over-year, with Water Quality and PQI segments reporting growth of 5% and 4.6%, respectively.
  • Adjusted EPS increased 9.4% to $0.93, exceeding guidance due to better-than-expected sales volumes.
  • Free cash flow generation enhanced financial flexibility, supporting potential strategic acquisitions.
  • Raised full-year adjusted EPS guidance to $3.72–$3.80, reflecting confidence in sustained performance.
  • Significant investment in Emerald Technology Ventures Global Water Fund II to foster innovation in water quality solutions.
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Siltronic AG logo
WA
Siltronic AG
WAF.DE
Q2 2025
Reported:

Siltronic's Q2 2025 results demonstrate resilience amid a challenging market, achieving profitability improvement despite a 5% decline in sales and ongoing currency headwinds.

Key takeaways
  • Q2 sales totaled EUR 329 million, down 5% quarter-over-quarter, largely due to adverse foreign exchange impacts.
  • EBITDA improved to EUR 86 million, reflecting a margin increase to 26.3%, driven by nonoperating effects and fixed cost dilution.
  • CapEx amounted to EUR 126 million, primarily linked to the new fab in Singapore, supporting future growth initiatives.
  • The overall market share remained stable against major competitors, confirming operational resilience.
  • Full-year sales guidance adjusted to reflect a new FX assumption, predicting mid-single-digit revenue decline compared to 2024.
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GeneDx Holdings Corp. Class A Common Stock logo
WG
GeneDx Holdings Corp. Class A Common Stock
WGS
Q2 2025
Reported:

GeneDx reported record revenue exceeding $100 million in Q2 2025, driven by robust growth in its core genetic testing services and strategic expansions into new clinical markets.

Key takeaways
  • Achieved over $100 million in revenue for the first time in a single quarter, highlighting strong business momentum.
  • Captured nearly one-third of pediatric neurologists as new exome and genome ordering providers, indicating deepening market penetration.
  • Initiated outreach to pediatric immunologists and expanded into the NICU, targeting a $1 billion opportunity with rapid genomic testing.
  • Positioned well for growth following new AAP guidelines allowing pediatricians to utilize genomic sequencing as a first-tier test for developmental delays, potentially transforming the pediatric health landscape.
  • Emphasized competitive edge through a unique data set and advanced AI-driven testing capabilities, reinforcing GeneDx’s market leadership in genetic diagnostics.
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