Honeywell International Inc. (NASDAQ:HON ) Q3 2025 Earnings Call October 23, 2025 8:30 AM EDT Company Participants Sean Meakim - Vice President of Investor Relations Vimal Kapur - Chairman & CEO Mike Stepniak - Senior VP & CFO Conference Call Participants Nigel Coe - Wolfe Research, LLC Julian Mitchell - Barclays Bank PLC, Research Division C. Stephen Tusa - JPMorgan Chase & Co, Research Division Scott Davis - Melius Research LLC Amit Mehrotra - UBS Investment Bank, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division Deane Dray - RBC Capital Markets, Research Division Christopher Snyder - Morgan Stanley, Research …

HAS posts third-quarter earnings and revenue beats, fueled by record Magic: The Gathering sales and a raised EBITDA outlook for 2025.

Primoris Services Corporation PRIM is capitalizing on market opportunities across various business sectors, including the Renewables business, power, grid, data centers and other related infrastructure projects. This demand growth is being fueled by federal incentives under the Inflation Reduction Act (IRA) and substantial private-sector investments in clean energy.

Rogers Communications (TSX:RCI.A) reported better-than-expected financial results for the third quarter, topping analyst expectations on the top and bottom lines. For the quarter, adjusted earnings per share of C$1.37 beat the consensus of C$1.24.

LOS ANGELES, Oct. 23, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises MoonLake Immunotherapeutics, Inc., (“MoonLake” or the "Company") (NASDAQ: MLTX) investors off a class action on behalf of investors that bought securities between March 10, 2024 and September 29, 2025, inclusive (the “Class Period”). MoonLake investors have until December 15, 2025 to file a lead plaintiff motion.

Palantir Technologies Inc (NYSE:PLTR) on Thursday announced that it is partnering with Lumen Technologies, with the goal of helping businesses deploy artificial intelligence (AI) more quickly and securely. Lumen will spend more than $200 million on Palantir software over a period of several years, Bloomberg reported, citing people familiar with the matter.

BOSTON , Oct. 23, 2025 /PRNewswire/ -- eschbach is pleased to share that Merck (NYSE: MRK), known as MSD outside the United States and Canada, has selected Shiftconnector to improve how it uses digital tools in manufacturing. By integrating Shiftconnector into its established visual factory framework, Merck is enhancing its ability to deliver real-time, actionable insights across global operations.

Tesla, Inc. reported Q3 '25 revenue of ~$28B, beating estimates, but EPS missed and profitability declined sharply, raising concerns about business health. Q3 deliveries were boosted by expiring EV tax credits, likely pulling forward demand and setting up TSLA for weaker sales and margin pressure in future quarters. Regulatory credit revenue dropped 44% YOY, and new legislation eliminates penalties for non-compliance, removing a key profit stream for TSLA.

LOS ANGELES, Oct. 23, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Marex Group plc, (“Marex” or the "Company") (NASDAQ: MRX) investors off a class action on behalf of investors that bought securities between May 16, 2024 and August 5, 2025, inclusive (the “Class Period”). Marex investors have until December 8, 2025 to file a lead plaintiff motion.

LOS ANGELES, Oct. 23, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Molina Healthcare, Inc., (“Molina” or the "Company") (NYSE: MOH) investors of a class action on behalf of investors that bought securities between February 5, 2025 and July 23, 2025, inclusive (the “Class Period”). Molina investors have until December 2, 2025 to file a lead plaintiff motion.

LOS ANGELES, Oct. 23, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Baxter International, Inc., (“Baxter” or the "Company") (NYSE: BAX) investors off a class action on behalf of investors that bought securities between February 23, 2022 and July 30, 2025, inclusive (the “Class Period”). Baxter investors have until December 15, 2025 to file a lead plaintiff motion.

PFG's Q3 results are likely to reflect increased average AUM, higher average invested assets, and favorable market performance.

CNP posts a strong Q3 with earnings and revenues beating estimates, driven by higher operating income and solid cash flow.

PCG posts strong Q3 results as adjusted EPS jumps 35% and tops estimates, while revenues rise 5% year over year.

I believe Alphabet Inc. (GOOG) remains a strong buy ahead of Q3 2025 earnings, driven by robust growth in cloud and services segments. I expect the double-digit revenue growth to persist, with the Street consensus targeting $100B in revenue and $2.29 EPS for the quarter. Key risks include rising headcount, especially new graduates, and potential margin pressure from increased CapEx and regulatory changes.

Valero Energy Corp continues its bullish trend, driven by strong refining margins and a recent earnings beat exceeding consensus forecasts. VLO reported Q3 earnings of $3.66 per share and $32.17 billion in revenue, returning $1.3 billion to shareholders via dividends and buybacks. Crack spreads, a key indicator of refining profitability, have risen significantly since September 2024, supporting VLO's strong performance and outlook.

MPLX LP (MPLX) remains a Strong Buy, offering a 7.7% forward distribution yield and significant upside based on DDM valuation. MPLX's fundamentals are intact, with improved cash from operations and stable profitability despite a recent earnings miss and temporary revenue dip. MPLX is well-positioned to balance attractive distributions and growth investments, supported by low leverage and strong operating leverage.

CLEVELAND, Ohio--(BUSINESS WIRE)--ParkOhio (NASDAQ: PKOH) announces the following webcast: What: ParkOhio (NASDAQ: PKOH) Third Quarter 2025 Results Conference Call When: Thursday, November 6, 2025, at 10:00 a.m. Eastern Time Where: https://event.webcasts.com/starthere.jsp?ei=1733503&tp_key=76540419ec How: Live over the Internet -- Simply log on to the link above. Contact: Matthew V. Crawford, Chairman, President, & Chief Executive Officer 440.947.2000 If you are unable to participate du.

BRO's third-quarter 2025 results are likely to reflect improved underwriting results, higher average interest rates, and growth in new business.