Recent Articles from StockStory

American restaurant chain BJ’s Restaurants (NASDAQ:BJRI) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 4.5% year on year to $365.6 million. Its non-GAAP profit of $0.97 per share was 35.1% above analysts’ consensus estimates.

Call center software provider Five9 (NASDAQ: FIVN) announced better-than-expected revenue in Q2 CY2025, with sales up 12.4% year on year to $283.3 million. The company expects next quarter’s revenue to be around $284.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.76 per share was 17% above analysts’ consensus estimates.

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 13.3% year on year to $167.7 billion. Guidance for next quarter’s revenue was optimistic at $176.8 billion at the midpoint, 2.1% above analysts’ estimates. Its GAAP profit of $1.68 per share was 26% above analysts’ consensus estimates.

Blockchain infrastructure company Coinbase (NASDAQ:COIN) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 3.3% year on year to $1.5 billion. Its non-GAAP profit of $0.12 per share was 91.9% below analysts’ consensus estimates.

Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 23.6% year on year to $3.17 billion. Guidance for next quarter’s revenue was optimistic at $3.15 billion at the midpoint, 2.8% above analysts’ estimates. Its non-GAAP profit of $9.38 per share was 9.7% above analysts’ consensus estimates.

Temporary space provider WillScot (NASDAQ:WSC) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 2.6% year on year to $589.1 million. On the other hand, the company’s full-year revenue guidance of $2.33 billion at the midpoint came in 1.6% below analysts’ estimates. Its non-GAAP profit of $0.27 per share was 23.4% below analysts’ consensus estimates.

Shares of social network Snapchat (NYSE: SNAP) jumped 3.1% in the afternoon session after a broad rally in the technology sector, sparked by blockbuster earnings from giants Meta and Microsoft. The technology sector rallied after market giants Meta and Microsoft reported blowout quarterly results, signaling that their massive investments in artificial intelligence paid off. Both companies far exceeded Wall Street's expectations, with Meta's revenue jumping thanks to AI-fueled growth in its advertising business. The powerful results from these two behemoths created a wave of positive sentiment that lifted other internet and technology stocks, as investors anticipated continued growth and innovation in the AI space.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 6.7% in the afternoon session after investors reacted to a broader technology sector rally, which was fueled by strong earnings from artificial intelligence (AI) leaders Meta and Microsoft. The broader technology sector received a boost after industry giants Meta and Microsoft announced impressive quarterly results. Their success signaled surging demand for artificial intelligence capabilities, creating a positive wave across the market. This optimism lifted Reddit's shares as investors looked ahead to the company's own second-quarter financial results, scheduled for release after the market closed. Analysts anticipated Reddit would report significant year-over-year revenue growth of around 50%, setting high expectations for the social media firm's performance.

Shares of social commerce platform Pinterest (NYSE: PINS) jumped 4.1% in the morning session after a broad rally in the technology sector, sparked by stellar earnings reports from industry giants Meta and Microsoft. 

A number of stocks jumped in the pre-market session after a string of impressive earnings reports from industry leaders pointed to resilient growth. 

A number of stocks jumped in the morning session after a string of impressive earnings reports from industry leaders pointed to resilient growth. 

A number of stocks fell in the afternoon session after Confluent's disappointing quarterly results signaled growing headwinds in the space. 

Shares of construction management software maker Procore (NYSE:PCOR) fell 3.1% in the afternoon session after Confluent's disappointing quarterly results signaled growing headwinds in the space. 

A number of stocks fell in the afternoon session after a series of divergent earnings reports highlighted a clear split in the semiconductor industry, with investors rewarding companies exposed to the AI boom while punishing those tied to slowing consumer electronics and manufacturing equipment markets. 

A number of stocks fell in the afternoon session after a series of divergent earnings reports highlighted a clear split in the semiconductor industry, with investors rewarding companies exposed to the AI boom while punishing those tied to slowing consumer electronics and manufacturing equipment markets. 

Shares of aviation and fleet aftermarket services provider VSE Corporation (NASDAQ:VSEC) jumped 11% in the afternoon session after the company announced strong second-quarter 2025 financial results, posting record revenue and beating analyst expectations on adjusted earnings. The company's focus on its aviation business fueled this growth, with the Aviation segment's revenue jumping 41.1% compared to the prior year to a record $272.1 million. While the company's GAAP earnings per share missed estimates, its adjusted earnings per share of $0.97 significantly beat analyst forecasts. VSE also reaffirmed its full-year revenue growth projection of 35% to 40% and raised the full-year profitability guidance for its key Aviation segment, which signaled confidence to investors.

Shares of online learning platform Udemy (NASDAQ:UDMY) jumped 10.4% in the afternoon session after the company posted strong second-quarter financial results that exceeded Wall Street's expectations and lifted its full-year guidance. The online learning platform reported revenue of $199.9 million and a non-GAAP profit of $0.16 per share, both beating analyst consensus estimates. The company also raised its revenue and profit forecasts for the full year. Investors responded positively to what the company's CEO called an "inflection point," as Udemy achieved GAAP profitability. The strong report prompted positive reactions from analysts. For instance, Cantor Fitzgerald increased its price target, pointing to early signs of success from the company's "Udemy 2.0" turnaround plan and its transformation into an AI-powered platform. Needham also reaffirmed its Buy rating on the stock, which bolstered investor confidence.

Shares of document technology company Xerox (NASDAQ:XRX) fell 19.6% in the afternoon session after the company reported a significant loss for its second quarter and widely missed analyst profit forecasts. The company posted an adjusted loss of $0.64 per share, a stark contrast to the $0.07 profit analysts had predicted. While revenue slightly surpassed expectations, this earnings failure alarmed investors. The company's financial health showed clear signs of strain as its free cash flow, a key measure of cash generation, plunged to a negative $30 million from a positive $115 million in the prior year. This decline stemmed from falling gross margins, which were squeezed by tariffs and increased product costs. Revenue from the core Print and Other segment also contracted, which highlighted soft demand for the company's equipment.

Shares of water technology company Xylem (NYSE:XYL) jumped 9.5% in the afternoon session after the company reported strong second-quarter results, beating analyst expectations and raising its full-year guidance. The water technology firm posted quarterly revenue of $2.3 billion, surpassing analyst estimates. On an adjusted basis, Xylem earned $1.26 per share, also beating Wall Street forecasts. The company noted that robust organic revenue growth across all segments drove the positive results. Following the strong performance, Xylem increased its full-year 2025 sales forecast to a range of $8.9 billion to $9.0 billion. It also lifted its adjusted earnings per share projection to between $4.70 and $4.85, signaling confidence for the remainder of the year.

Shares of packaging and materials company International Paper (NYSE:IP) fell 9.8% in the afternoon session after the company reported second-quarter earnings that widely missed analyst expectations. The packaging giant posted an adjusted profit of $0.20 per share, falling well short of the 41 cents analysts forecasted. This marked a significant decline from the $0.55 per share reported in the same period last year. Company officials pointed to higher input costs, a heavy schedule of planned outages, and soft demand in Europe as the primary reasons for the reduced profitability. The weak bottom-line result overshadowed revenue figures that actually beat expectations, indicating investors focused on the hit to margins. The negative sentiment echoed across the packaging sector, as peers also reported weaker financial results.

Shares of power resiliency solutions provider American Superconductor (NASDAQ:AMSC) jumped 29.8% in the afternoon session after the company posted strong quarterly financial results and offered an optimistic revenue forecast. The energy solutions provider announced impressive fiscal first-quarter results, with revenues of $72.36 million, which marked a 79.6% increase from the previous year and surpassed analyst expectations. Earnings per share also came in ahead of forecasts at $0.14. Company leadership attributed the strong performance to accelerated growth driven by high demand in the semiconductor market, particularly for artificial intelligence and data center applications. Furthermore, the company provided a strong revenue outlook for the next quarter that also exceeded Wall Street's predictions, marking its fourth consecutive profitable quarter.

Shares of cruise company Norwegian Cruise Line (NYSE:NCLH) jumped 9.4% in the afternoon session after the company reported strong second-quarter results and offered an upbeat profit outlook for the year. The cruise operator's balance of advance ticket sales reached a record high of $4.0 billion, a sign of strong future demand. Norwegian posted record total revenue of $2.5 billion for the quarter, a 6% increase from the previous year. The company also reaffirmed its optimistic full-year 2025 guidance, which projected adjusted earnings of approximately $2.05 per share. Management noted that booking volumes recovered above historical levels, fueled by robust consumer interest.

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 9.9% in the afternoon session after the company posted strong fourth-quarter fiscal 2025 results that beat Wall Street estimates. The company's revenue jumped 30% year-over-year to $2.61 billion, while its earnings per share reached $1.66. This performance stemmed from strong demand for high-capacity storage, especially in its Cloud segment, which saw revenues climb 36%. The growth reflected surging needs from cloud computing and generative AI applications. Adding to the positive news, the company introduced a new quarterly dividend and announced a $2 billion share repurchase program. Consequently, several Wall Street analysts raised their price targets on the stock.

Shares of healthcare company Baxter International (NYSE:BAX) fell 20% in the afternoon session after the company reported disappointing second-quarter results and cut its full-year profit forecast, citing the lingering impact of a hurricane. The healthcare company pointed to the lingering effects of Hurricane Helene, which damaged a key manufacturing facility and disrupted the supply of its IV solutions. Baxter’s adjusted earnings per share of 59 cents missed analysts' estimates, while revenue of $2.81 billion also came in slightly below expectations. In response to these challenges and what management called demand softness, the company lowered its full-year profit guidance. The weak results and revised outlook prompted a negative reaction from investors.

Shares of engineering and design software provider PTC (NASDAQ:PTC) jumped 6.9% in the afternoon session after the company reported strong third-quarter fiscal 2025 results that beat analyst expectations and led to a raised full-year outlook. The design software provider reported that its revenue grew 24% year-over-year to $644 million. Net income surged a remarkable 104.9%, which marked its highest level for a fiscal third quarter in over two decades. In response to the strong quarter, PTC lifted its full-year forecast for key financial metrics including revenue, free cash flow, and earnings per share. The positive results arrived amid broader strength in the software-as-a-service sector. The news prompted positive reactions from Wall Street, and the stock reached an all-time high.

Shares of manufacturing services provider Proto Labs (NYSE:PRLB) jumped 10.6% in the afternoon session after the company reported record second-quarter revenue and earnings that surpassed analyst expectations. The digital manufacturing company posted record quarterly revenue of $135.1 million, which represented a 7.5% increase from the same period last year. This performance beat analysts' forecasts by over 6%. Earnings also surprised to the upside, with non-GAAP earnings per share landing at $0.41, a 24% beat over consensus estimates. The growth was driven by a strong performance in its Protolabs Network segment, which saw revenues jump 18.6% year-over-year. The company also provided a strong revenue forecast for the upcoming third quarter that was above what analysts had expected.

Shares of industrial equipment and engineered products manufacturer Albany (NYSE:AIN) fell 26.2% in the afternoon session after the company reported disappointing second-quarter financial results, including a significant earnings miss. The industrial goods manufacturer posted earnings per share of $0.57, which fell well short of the $0.77 analysts expected. The report also detailed a 6.2% year-over-year decline in revenue and a 13.2% drop in gross profit, driven by lower profitability in its Aerospace Engineered Composites division. Operating income was nearly cut in half compared to the same period last year. Following the weak results, analysts at Baird downgraded the stock to Neutral, citing concerns over the future profitability of both the company's aerospace and machine clothing businesses. The negative news sent the stock to a new 52-week low.

Shares of industrial and safety product distributor Distribution Solutions (NASDAQ:DSGR) jumped 9.3% in the afternoon session after the company reported second-quarter financial results that showed strong revenue growth and better-than-expected adjusted earnings. The industrial products distributor posted revenue of $502.4 million for the quarter, a 14.3% increase compared to the previous year. This growth stemmed from both recent acquisitions and a 3.3% rise in organic sales. While the company's official net income of $0.11 per share fell short of some estimates, investors focused on the adjusted earnings of $0.35 per share. This figure surpassed the analyst consensus forecast of $0.32. The strong top-line performance and adjusted profit beat signaled resilience to investors.

Shares of machine vision technology company Cognex (NASDAQ:CGNX) jumped 21.5% in the afternoon session after the company reported second-quarter financial results that beat Wall Street estimates and provided strong guidance for the upcoming quarter. The industrial machine vision specialist posted second-quarter adjusted earnings of $0.25 per share on revenue of $249 million, surpassing analyst expectations. The revenue figure marked a 4% increase from the year-ago period, propelled by growth in its logistics business and stronger trends in factory automation. Adding to the positive sentiment, Cognex provided an upbeat forecast for the third quarter, with expected revenue between $245 million and $265 million, which came in ahead of Wall Street's consensus estimate.

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 36% in the afternoon session after it posted fourth-quarter earnings that surpassed analyst estimates and announced a massive long-term leasing agreement with AI infrastructure company CoreWeave. The company reported an adjusted loss of $0.03 per share, which easily surpassed analyst estimates for a loss of around $0.15 per share. The key driver for the rally, however, was a transformative 15-year, 400-megawatt leasing deal with AI infrastructure firm CoreWeave. This massive agreement secured approximately $11 billion in future contracted revenue, signaling a stable and significant income stream for years to come. In response to the strong results and the landmark deal, Wall Street analysts reacted positively, with firms like Needham and HC Wainwright & Co. raising their price targets on the stock.

Shares of chip designer Allegro MicroSystems (NASDAQ:ALGM) fell 6.8% in the afternoon session after the company reported quarterly financial results that disappointed investors on profitability. The chip designer announced revenue of $203.4 million, a 22% increase from the previous year, which surpassed analyst forecasts. Allegro also issued an optimistic outlook for the next quarter, expecting revenue to land between $205 million and $215 million. However, investors focused on the company's bottom line. The reported GAAP loss of $0.07 per share fell significantly short of Wall Street's expectations. This earnings miss appeared to overshadow the strong sales growth and positive guidance, prompting a sell-off in the stock.

Shares of satellite radio and media company Sirius XM (NASDAQ:SIRI) fell 7.5% in the afternoon session after the company posted second-quarter financial results that missed analyst profit estimates. The satellite radio company reported revenue of $2.14 billion, a 2% decrease compared to the same period last year. More significantly, its earnings per share landed at $0.57, which fell substantially short of Wall Street's expectations of around $0.76. The company’s net income also declined to $205 million for the quarter. This significant profit shortfall appeared to overshadow the company's decision to reaffirm its full-year financial guidance, prompting a negative investor reaction.

Shares of online casino and sports betting company Rush Street Interactive (NYSE:RSI) jumped 19.1% in the afternoon session after the company reported second-quarter results that topped Wall Street estimates and raised its full-year revenue guidance. The company's revenue climbed 22% to $269.2 million, and it reported a net income of $28.8 million, a significant turnaround from a net loss in the same quarter last year. This growth stemmed from a 25% increase in its online casino business and a 15% rise in online sports betting. The strong performance bucked a wider trend, as traditional casino operators' stocks declined, highlighting a divergence within the gaming industry. In response to the strong quarter, Wall Street analysts from firms like Needham and Oppenheimer raised their price targets on the stock.

Shares of freight delivery company XPO (NYSE:XPO) fell 9.1% in the afternoon session after the company reported disappointing second-quarter financial results that revealed a significant drop in profitability. 

Shares of freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) jumped 17.6% in the afternoon session after the company reported strong second-quarter earnings that surpassed profit expectations, driven by significant cost-cutting measures and improved operational efficiency. The logistics company announced that its profit increased from the previous year, with adjusted earnings of $1.29 per share beating analyst forecasts. This result occurred despite a decline in quarterly revenue, highlighting the success of the company's strategic initiatives. The firm achieved these results through significant cost reductions and operational efficiency gains, which included a 17.4% decrease in its workforce. These actions led to a substantial increase in operating margins. In response to the strong performance, Wall Street sentiment turned positive, with Baird upgrading the stock to Outperform and raising its price target, citing the company's rapid progress.

Shares of aerospace and defense company Howmet (NYSE:HWM) fell 10.2% in the afternoon session after the company reported record-breaking second-quarter financial results that were overshadowed by a decline in its Forged Wheels business segment. The company posted record second-quarter revenue of $2.05 billion and a 36% jump in adjusted earnings per share, and also lifted its full-year financial outlook. However, investors appeared to focus on a weak spot in the report. Howmet's Forged Wheels segment, which serves commercial transportation, experienced a 1% revenue dip. The company connected this to a broader 4% decline in the commercial transportation market. This specific weakness, combined with the stock's nearly 76% rally year-to-date, likely prompted investors to take profits despite the strong headline numbers.

Shares of real estate technology company Compass (NYSE:COMP) jumped 10.2% in the afternoon session after the company reported record-breaking financial results for its second quarter, outperforming a declining real estate market. The real estate technology company announced its GAAP Net Income grew by 90.3% year-over-year to a record $39.4 million. Compass also expanded its market share to a new high of 6.09%, attracting a record 832 principal agents during the quarter. The company's total transactions surged by 20.9%, a stark contrast to the wider market, which experienced a 0.9% contraction. This performance was underpinned by a 21.1% rise in revenue to $2.06 billion. Following the strong report, a UBS analyst raised the price target on the stock, reflecting renewed confidence.

Shares of online used car dealer Carvana (NYSE: CVNA) jumped 17.7% in the afternoon session after the company reported strong second-quarter results that surpassed analyst expectations for both revenue and earnings. 

Shares of agricultural and farm machinery company AGCO (NYSE:AGCO) jumped 11.3% in the afternoon session after the company reported second-quarter results that topped Wall Street forecasts and raised its full-year financial outlook. The company posted adjusted earnings of $1.35 per share, surpassing analyst estimates. Revenue landed at $2.6 billion, also beating expectations, even though it represented a decrease from the prior year. Management noted they achieved these results despite a challenging global environment for agriculture. Looking forward, the company lifted its full-year guidance, projecting earnings per share between $4.75 and $5.00. This positive news pushed the stock to a new 52-week high during the trading session.

Shares of beer powerhouse Anheuser-Busch InBev (NYSE:BUD) fell 12% in the afternoon session after the company reported second-quarter results that fell short of market expectations, driven by weak demand in key international markets. The world's largest brewer announced that its total sales volume decreased by 1.9%, with beer volume specifically dropping 2.2%, a larger decline than analysts anticipated. The company’s revenue landed at $15.0 billion, which missed consensus estimates. The performance stemmed largely from significant sales drops in key international markets. In China, revenue fell 6% as volumes decreased by over 7%, while in Brazil, volumes plunged by more than 6.5%. The disappointing report intensified investor concerns about shifting consumer preferences away from traditional beer products.

Shares of aerospace and defense company Huntington Ingalls (NYSE:HII) jumped 9.9% in the afternoon session after the company reported second-quarter earnings and revenue that sailed past Wall Street forecasts, driven by strong contract awards and a record backlog. The shipbuilder's revenue climbed 3.5% to $3.08 billion, while its earnings per share landed at $3.86. Although the company's net income of $152 million declined from the previous year, it still comfortably surpassed analysts' projections. The strong performance stemmed from easing production snags at its shipyards and booming demand for submarines. Huntington Ingalls also secured $11.9 billion in new contracts during the quarter, which brought its total funded backlog to a record high of $56.9 billion. Furthermore, free cash flow surged to $730 million, a significant improvement from a negative figure a year ago.

Shares of fast-food chain Shake Shack (NYSE:SHAK) fell 12.9% in the afternoon session after the company reported second-quarter results that beat analyst estimates but provided a weaker-than-expected outlook. 

Shares of online marketplace eBay (NASDAQ:EBAY) jumped 19.8% in the afternoon session after the company reported second-quarter results that significantly beat Wall Street's expectations and provided a strong outlook for the upcoming quarter. 

Shares of biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) fell 4.2% in the afternoon session after the company lowered its full-year earnings forecast, overshadowing second-quarter results that beat revenue expectations. The drugmaker trimmed its adjusted earnings per share guidance for 2025, attributing the cut to a $0.57 per share charge from a partnership with BioNTech. This charge also hit second-quarter net income, which fell compared to the prior year. Beyond the one-time charge, the company's results revealed underlying weakness, as sales from its older drugs declined 14% due to generic competition. Specifically, revenue from the cancer drug Revlimid plunged 38% year-over-year. Even though Bristol-Myers raised its annual sales forecast, the reduced profit outlook appeared to sour investor sentiment.

Shares of tech giant Microsoft (NASDAQ:MSFT) jumped 4.5% in the afternoon session after the company reported impressive fiscal fourth-quarter earnings that surpassed analyst expectations, fueled by significant growth in its cloud and artificial intelligence divisions. 

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 12.1% in the afternoon session after the company reported second-quarter financial results that far surpassed Wall Street's expectations. 

Higher education company Laureate Education (NASDAQ:LAUR) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 5% year on year to $524.2 million. The company’s full-year revenue guidance of $1.62 billion at the midpoint came in 2.2% above analysts’ estimates. Its GAAP profit of $0.65 per share was 9.7% below analysts’ consensus estimates.

Biopharmaceutical company Bristol Myers Squibb (NYSE:BMY) announced better-than-expected revenue in Q2 CY2025, but sales were flat year on year at $12.27 billion. The company’s full-year revenue guidance of $47 billion at the midpoint came in 1.6% above analysts’ estimates. Its non-GAAP profit of $1.46 per share was 32.6% above analysts’ consensus estimates.

Electronic products manufacturer AMETEK (NYSE:AME) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 2.5% year on year to $1.78 billion. Guidance for next quarter’s revenue was better than expected at $1.79 billion at the midpoint, 0.9% above analysts’ estimates. Its non-GAAP profit of $1.78 per share was 5.5% above analysts’ consensus estimates.

Snack food company Utz Brands (NYSE:UTZ) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 3% year on year to $366.7 million. Its non-GAAP profit of $0.17 per share was 5.6% below analysts’ consensus estimates.

Agricultural and farm machinery company Titan (NSYE:TWI) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 13.4% year on year to $460.8 million. On the other hand, the company expects next quarter’s revenue to be around $462.5 million, close to analysts’ estimates. Its GAAP loss of $0.07 per share was significantly below analysts’ consensus estimates.

Electrical supply company WESCO (NYSE:WCC) announced better-than-expected revenue in Q2 CY2025, with sales up 7.7% year on year to $5.9 billion. Its non-GAAP profit of $3.39 per share was 0.8% above analysts’ consensus estimates.

Global electronics components and solutions distributor Arrow Electronics (NYSE:ARW) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 10% year on year to $7.58 billion. On top of that, next quarter’s revenue guidance ($7.6 billion at the midpoint) was surprisingly good and 4.2% above what analysts were expecting. Its non-GAAP profit of $2.43 per share was 18.7% above analysts’ consensus estimates.

Business automation software provider Upland Software (NASDAQ: UPLD) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 23% year on year to $53.38 million. On the other hand, next quarter’s revenue guidance of $49.8 million was less impressive, coming in 0.6% below analysts’ estimates. Its non-GAAP profit of $0.15 per share was 18.2% below analysts’ consensus estimates.

Transportation company Schneider (NYSE:SNDR) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 7.9% year on year to $1.42 billion. Its non-GAAP profit of $0.21 per share was in line with analysts’ consensus estimates.

Texas-based financial institution Cullen/Frost Bankers (NYSE:CFR) announced better-than-expected revenue in Q2 CY2025, with sales up 11.8% year on year to $567.8 million. Its GAAP profit of $2.39 per share was 3% above analysts’ consensus estimates.

Texas-based financial institution Cullen/Frost Bankers (NYSE:CFR) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 11.8% year on year to $567.8 million. Its GAAP profit of $2.39 per share was 3% above analysts’ consensus estimates.

Economic consulting firm CRA International (NASDAQ:CRAI) announced better-than-expected revenue in Q2 CY2025, with sales up 9% year on year to $186.9 million. The company’s full-year revenue guidance of $737.5 million at the midpoint came in 1.8% above analysts’ estimates. Its non-GAAP profit of $1.88 per share was 2.4% above analysts’ consensus estimates.

Resource management provider Itron (NASDAQ:ITRI) met Wall Street’s revenue expectations in Q2 CY2025, but sales were flat year on year at $606.8 million. On the other hand, next quarter’s revenue guidance of $577.5 million was less impressive, coming in 7.5% below analysts’ estimates. Its non-GAAP profit of $1.62 per share was 21.6% above analysts’ consensus estimates.

Safety and specialty services provider APi (NYSE:APG) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 15% year on year to $1.99 billion. On top of that, next quarter’s revenue guidance ($2.01 billion at the midpoint) was surprisingly good and 4.6% above what analysts were expecting. Its non-GAAP profit of $0.39 per share was 4.2% above analysts’ consensus estimates.

Packaged foods company Kellanova (NYSE:K) met Wall Street’s revenue expectations in Q2 CY2025, but sales were flat year on year at $3.20 billion. Its non-GAAP profit of $0.94 per share was 5.4% below analysts’ consensus estimates.

IT solutions integrator Insight Enterprises (NASDAQ:NSIT) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 3.2% year on year to $2.09 billion. Its non-GAAP profit of $2.45 per share was 0.7% below analysts’ consensus estimates.

Gaming metaverse operator Roblox (NYSE:RBLX) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 20.9% year on year to $1.08 billion. Next quarter’s revenue guidance of $1.14 billion underwhelmed, coming in 3.5% below analysts’ estimates. Its GAAP loss of $0.41 per share was 13.9% below analysts’ consensus estimates.

Welding equipment manufacturer Lincoln Electric (NASDAQ:LECO) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 6.6% year on year to $1.09 billion. Its non-GAAP profit of $2.60 per share was 12.4% above analysts’ consensus estimates.

Industrial and safety product distributor Distribution Solutions (NASDAQ:DSGR) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 14.3% year on year to $502.4 million. Its non-GAAP profit of $0.35 per share was 5% above analysts’ consensus estimates.

Agricultural and farm machinery company AGCO (NYSE:AGCO) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 18.8% year on year to $2.64 billion. The company’s full-year revenue guidance of $9.8 billion at the midpoint came in 1.7% above analysts’ estimates. Its GAAP profit of $4.22 per share was significantly above analysts’ consensus estimates.

Specialty construction contractor company EMCOR (NYSE:EME) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 17.4% year on year to $4.30 billion. The company’s full-year revenue guidance of $16.65 billion at the midpoint came in 1.1% above analysts’ estimates. Its GAAP profit of $6.72 per share was 17.9% above analysts’ consensus estimates.

Timeshare vacation company Hilton Grand Vacations (NYSE:HGV) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 2.5% year on year to $1.27 billion. Its GAAP profit of $0.25 per share was 65.7% below analysts’ consensus estimates.

Electronic component manufacturer Belden (NYSE:BDC) announced better-than-expected revenue in Q2 CY2025, with sales up 11.2% year on year to $672 million. Guidance for next quarter’s revenue was better than expected at $677.5 million at the midpoint, 0.5% above analysts’ estimates. Its non-GAAP profit of $1.89 per share was 7.5% above analysts’ consensus estimates.

Food and beverage supplier MGP Ingredients (NASDAQ:MGPI) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 23.7% year on year to $145.5 million. The company expects the full year’s revenue to be around $530 million, close to analysts’ estimates. Its non-GAAP profit of $0.97 per share was 47.3% above analysts’ consensus estimates.

Construction materials company Vulcan Materials (NYSE:VMC) fell short of the market’s revenue expectations in Q2 CY2025 as sales rose 4.4% year on year to $2.10 billion. Its non-GAAP profit of $2.45 per share was 2.8% below analysts’ consensus estimates.

Check out the companies making headlines yesterday:

Aerospace and defense company Huntington Ingalls (NYSE:HII) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 3.5% year on year to $3.08 billion. Its GAAP profit of $3.86 per share was 17.2% above analysts’ consensus estimates.

Healthcare company Baxter International (NYSE:BAX) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 4.3% year on year to $2.81 billion. On the other hand, next quarter’s revenue guidance of $2.87 billion was less impressive, coming in 1% below analysts’ estimates. Its non-GAAP profit of $0.59 per share was 3.2% below analysts’ consensus estimates.

Marine transportation service company Kirby (NYSE:KEX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 3.8% year on year to $855.5 million. Its GAAP profit of $1.67 per share was 2.7% above analysts’ consensus estimates.