Schlage® Releases L Series Motorized Latch Retraction Locks — Neutral
ALLE PRNewsWire — July 29, 2025Schlage electrified mortise locks broaden application opportunities with quiet control solutions. CARMEL, Ind.

Brixmor Property Group Inc. (BRX) Q2 2025 Earnings Conference Call Transcript — Neutral
BRX Seeking Alpha — July 29, 2025Brixmor Property Group Inc. (NYSE:BRX ) Q2 2025 Earnings Call July 29, 2025 10:00 AM ET Company Participants Brian T. Finnegan - President & COO James M.

Whirlpool Corporation (WHR) Q2 2025 Earnings Call Transcript — Neutral
WHR Seeking Alpha — July 29, 2025Whirlpool Corporation (NYSE:WHR ) Q2 2025 Earnings Conference Call July 29, 2025 8:00 AM ET Company Participants James W. Peters - Executive VP, Chief Financial & Administrative Officer and President of Whirlpool Asia Marc Robert Bitzer - Chairman, President & CEO Scott Cartwright - Head of Investor Relations Conference Call Participants Alexander William Isaac - JPMorgan Chase & Co, Research Division David Sutherland MacGregor - Longbow Research LLC Eric Bosshard - Cleveland Research Company LLC Joshua Kenneth Wilson - Raymond James & Associates, Inc., Research Division Michael Glaser Dahl - RBC Capital Markets, Research Division Rafe Jason Jadrosich - BofA …

Telix Pharmaceuticals: Assessing The Market's Pullback On SEC Inquiry — Neutral
TLPPF TLX Seeking Alpha — July 29, 2025TLX boasts a diverse pipeline and strong sales growth, especially with Illuccix and Gozellix, supporting my continued confidence in their theranostics approach. Financials remain robust, with year-over-year revenue growth and no cash runway concerns, aided by expanding product approvals in the EU and new launches. An SEC subpoena has led to substantial concerns from the market, but it is unclear what this pertains to at this time.

Universal Health Q2 Earnings Beat on Strong Acute Care Admissions — Positive
UHS Zacks Investment Research — July 29, 2025UHS tops Q2 estimates with EPS up 24% as strong acute care and behavioral admissions drive revenue growth.

Waste Management, Inc. (WM) Q2 2025 Earnings Call Transcript — Neutral
WM Seeking Alpha — July 29, 2025Waste Management, Inc. (NYSE:WM ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Devina A. Rankin - Executive VP & CFO Edward A.

Palo Alto Networks nears over $20 billion deal for CyberArk, WSJ reports — Positive
CYBR PANW Reuters — July 29, 2025Palo Alto Networks is in talks to acquire CyberArk Software potentially valuing the Israeli cybersecurity provider at more than $20 billion, the Wall Street Journal reported on Tuesday, citing people familiar with the matter.

Analog Devices: A Structural Compounder Emerging Stronger — Positive
ADI Seeking Alpha — July 29, 2025ADI is at a structural growth inflection, driven by secular trends in AI, EVs, factory automation, and precision healthcare, not just a cyclical rebound. Revenue and margin expansion are supported by high-quality, application-led demand, diversified end-markets, and a flexible, scalable manufacturing model. Gross and operating margins are structurally improving, with a shift toward high-value, less commoditized solutions, and upside potential as utilization and mix improve.

AstraZeneca CEO: If you manufacture locally, there's no need to increase prices — Positive
AZN CNBC Television — July 29, 2025CNBC's Sara Eisen talks with AstraZeneca Pascal Soriot CEO to discuss the company's most recent quarter, investment in innovation in the U.S., whether tariffs could impact prices, and much more.

LKQ Corporation: Undervalued Parts Powerhouse Poised For Long-Term Recovery — Positive
LKQ Seeking Alpha — July 29, 2025LKQ controls a large portion of the US salvage and aftermarket collision parts market. They benefit greatly from a network across North America and Europe. Their scale, material recycling, CAPA‑certified quality, and “Promise of Protection” warranties create cost advantages that should serve as sustainable moats. I also believe that LKQ is well-positioned to continue strengthening its repair‑shop, insurer, and customer relationships with new partnerships and leaner initiatives.

TriMas Corporation (TRS) Q2 2025 Earnings Call Transcript — Neutral
TRS Seeking Alpha — July 29, 2025TriMas Corporation (NASDAQ:TRS ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Sherry Lauderback - Vice President of Investor Relations, Communications & Sustainability Teresa M. Finley - CFO, Treasurer & Director Thomas J.

The Procter & Gamble Company (PG) Q4 2025 Earnings Call Transcript — Neutral
PG Seeking Alpha — July 29, 2025The Procter & Gamble Company (NYSE:PG ) Q4 2025 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Andre Schulten - Chief Financial Officer Jon R. Moeller - President, CEO & Chairman of the Board Conference Call Participants Andrea Faria Teixeira - JPMorgan Chase & Co, Research Division Bonnie Lee Herzog - Goldman Sachs Group, Inc., Research Division Christopher Michael Carey - Wells Fargo Securities, LLC, Research Division Dara Warren Mohsenian - Morgan Stanley, Research Division Filippo Falorni - Citigroup Inc., Research Division Kaumil S.

PFE and CAG are two standout 7%-yielders that have relatively safe payouts. Headwinds facing both firms are tremendous, but there's already so much negativity priced in at these depths.

Stanley Black's Q2 Earnings Beat Estimates, Revenues Down Y/Y — Positive
SWK Zacks Investment Research — July 29, 2025SWK crushed Q2 earnings estimates but saw 2% revenue dip as segment softness and margin pressure weighed on results.

Johnson Controls Q3 Earnings & Revenues Top Estimates, Increase Y/Y — Positive
JCI Zacks Investment Research — July 29, 2025JCI posts 11% EPS growth and beats Q3 estimates, fueled by solid organic sales and rising EBITA across global segments.

The EVTOL Industry: Here's Why Joby Is Better Than Archer — Positive
JOBY Seeking Alpha — July 29, 2025The eVTOL industry is consolidating, with JOBY and ACHR emerging as the top U.S. contenders after significant industry shakeout. JOBY is significantly ahead in FAA certification, transparency, and execution, positioning it closer to commercial operations than ACHR. JOBY's manufacturing is bolstered by Toyota's investment and expertise, while ACHR's production plans remain less certain and more distant.

Commvault Systems, Inc. (CVLT) Q1 2026 Earnings Call Transcript — Neutral
CVLT Seeking Alpha — July 29, 2025Commvault Systems, Inc. (NASDAQ:CVLT ) Q1 2026 Earnings Conference Call July 29, 2025 8:30 AM ET Company Participants Jennifer DiRico - Chief Financial Officer Michael John Melnyk - Head of Investor Relations Sanjay Mirchandani - President, CEO & Director Conference Call Participants Aaron Christopher Rakers - Wells Fargo Securities, LLC, Research Division Eric Michael Heath - KeyBanc Capital Markets Inc., Research Division Howard Ma - Guggenheim Securities, LLC, Research Division Ittai Kidron - Oppenheimer & Co. Inc., Research Division James Edward Fish - Piper Sandler & Co., Research Division Jason Noah Ader - William Blair & Company L.L.C., Research Division …

Amazon Denies Raising Prices Due To Trump & Tariffs: 'Consistently Offering Customers Low Prices Every Day' — Positive
AMZN Benzinga — July 29, 2025E-commerce giant Amazon.com Inc. AMZN is disputing a report that it has raised prices on thousands of items in response to tariffs imposed by President Donald Trump.

Hubbell Incorporated (HUBB) Q2 2025 Earnings Call Transcript — Neutral
HUBB Seeking Alpha — July 29, 2025Hubbell Incorporated (NYSE:HUBB ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Daniel Joseph Innamorato - Director of Investor Relations Gerben W. Bakker - President, CEO & Chairman William R.

Kuehn Law Encourages Investors of DoubleVerify Holdings, Inc. to Contact Law Firm — Neutral
DV GlobeNewsWire — July 29, 2025NEW YORK, July 29, 2025 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of DoubleVerify Holdings, Inc. (NYSE: DV) breached their fiduciary duties to shareholders.
