National Fuel Gas Company (NFG) Q3 2025 Earnings Call Transcript — Neutral
NFG Seeking Alpha — July 31, 2025National Fuel Gas Company (NYSE:NFG ) Q3 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants David P. Bauer - President, CEO & Director Justin I.

Vertiv's Breakout Likely, Baked-In Premium Warrants A Downgrade To Hold — Positive
VRT Seeking Alpha — July 31, 2025Vertiv has benefited from the ongoing data-center infrastructure boom, as observed in the double-beat FQ2'25 performance and the raised FY2025 guidance. The richer cash flows have also triggered the company's healthier balance sheet and improved rack offerings through the custom rack solution acquisition. With the Q2'25 earnings season still in the early innings, we may see VRT break out of the prior 2024/ 2025 peaks, buoyed by the exuberant stock market sentiments.

Is Coca-Cola's Diversification Into Energy Drinks Gaining Traction? — Positive
KO Zacks Investment Research — July 31, 2025KO sees volume growth in BODYARMOR and Powerade as it leans into energy and hydration for long-term value share gains.

California Water Q2 Earnings Surpass Estimates, Revenues Rise Y/Y — Positive
CWT Zacks Investment Research — July 31, 2025CWT delivers robust Q2 results, with revenues up 8.5% and net income boosted by rising customer demand and rate increases.

Host Hotels Q2 FFO & Revenues Top Estimates, Hotel RevPAR Rises — Positive
HST Zacks Investment Research — July 31, 2025HST's Q2 results reflect a year over year rise in revenues due to comparable hotel RevPAR growth, driven by an increase in room rates and strong transient leisure demand.

CMS Energy Q2 Earnings Surpass Estimates, Revenues Increase Y/Y — Positive
CMS Zacks Investment Research — July 31, 2025CMS beats Q2 earnings and revenue estimates with solid Y/Y growth, backed by higher operating income, and reaffirms its 2025 guidance.

CVNA Q2 Earnings Beat Estimates on Higher Y/Y Deliveries — Positive
CVNA Zacks Investment Research — July 31, 2025CVNA surges past Q2 estimates with 42% revenue growth and record deliveries, driving profit and margin gains.

Aptiv PLC (NYSE:APTV ) Q2 2025 Earnings Call July 31, 2025 8:00 AM ET Company Participants Betsy Miller Frank - Vice President of Investor Relations Kevin P. Clark - President, Chairman & CEO Varun Laroyia - Executive VP & CFO Conference Call Participants Christopher Patrick McNally - Evercore ISI Institutional Equities, Research Division Colin M.

Carvana's turnaround looks complete as stock hits a record. What matters next for investors. — Positive
CVNA Market Watch — July 31, 2025Carvana's “convenience factor” is only going to grow, and the stock is zooming to a record on Thursday.

Radian Group Inc. (RDN) Q2 2025 Earnings Call Transcript — Neutral
RDN Seeking Alpha — July 31, 2025Radian Group Inc. (NYSE:RDN ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants Daniel Ephraim Kobell - Executive Vice President of Capital Management & Investor Relations Richard Gerald Thornberry - CEO & Director Sumita Pandit - President & CFO Conference Call Participants Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Operator Good day, and thank you for standing by. Welcome to the Second Quarter 2025 Radian Group Conference Call.

BGC Group, Inc. (NASDAQ:BGC ) Q2 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants Jason Chryssicas - Head of Investor Relations Jason Williams Hauf - Executive VP & CFO Jean-Pierre Aubin - Co-Chief Executive Officer John Joseph Abularrage - Co-Chief Executive Officer Sean A. Windeatt - COO & Co-CEO Conference Call Participants Elias Noah Abboud - BofA Securities, Research Division Patrick Malcolm Moley - Piper Sandler & Co., Research Division Operator Greetings, and welcome to the BGC Group, Inc. Second Quarter 2025 Earnings Call.

Birdies Made by Legends at the Inaugural James Hardie™ Pro Football Hall of Fame Invitational Turn into a Home for a Canton Family — Neutral
JHX PRNewsWire — July 31, 2025CANTON, Ohio , July 31, 2025 /PRNewswire/ -- Today, James Hardie Building Products Inc. (James Hardie), a leading provider of exterior home and outdoor living solutions, teamed up with legends from the Pro Football Hall of Fame to present the keys to an affordable new home for Shardae and her four children in Canton, Ohio. The Habitat for Humanity® of East Central Ohio home was funded by James Hardie as part of the charitable impact from the inaugural James Hardie™ Pro Football Hall of Fame Invitational, a PGA TOUR Champions event featuring the legends of football and golf that took …

Google loses appeal over app store reforms in Epic Games case — Negative
GOOG GOOGL Reuters — July 31, 2025Alphabet's Google on Thursday failed to persuade a U.S. appeals panel to overturn a jury verdict and federal court order requiring the technology giant to revamp its app store Play.

American Water Works Company, Inc. (AWK) Q2 2025 Earnings Call Transcript — Neutral
AWK Seeking Alpha — July 31, 2025American Water Works Company, Inc. (NYSE:AWK ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants Aaron Musgrave - Vice President of Investor Relations Cheryl D. Norton - Executive VP & COO David M.

Huntington Ingalls Industries, Inc. (HII) Q2 2025 Earnings Call Transcript — Neutral
HII Seeking Alpha — July 31, 2025Huntington Ingalls Industries, Inc. (NYSE:HII ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants Christie Thomas - Vice President of Investor Relations Christopher D. Kastner - President, CEO & Director Thomas E.

Carpenter Technology Corporation (CRS) Q4 2025 Earnings Call Transcript — Neutral
CRS Seeking Alpha — July 31, 2025Carpenter Technology Corporation (NYSE:CRS ) Q4 2025 Earnings Conference Call July 31, 2025 10:00 AM ET Company Participants John Huyette - VP of Corporate Development & Investor Relations Timothy Lain - Senior VP & CFO Tony R. Thene - President, CEO & Director Conference Call Participants Andre Madrid - BTIG, LLC, Research Division Bennett Moore - JPMorgan Chase & Co, Research Division Gautam J.

Unisys Corporation (UIS) Q2 2025 Earnings Call Transcript — Neutral
UIS Seeking Alpha — July 31, 2025Unisys Corporation (NYSE:UIS ) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Debra Winkler McCann - Executive VP & CFO Michael M. Thomson - CEO, President & Director Michaela Pewarski - Vice President of Investor Relations Conference Call Participants Anja Marie Theresa Soderstrom - Sidoti & Company, LLC Rod Bourgeois - DeepDive Equity Research Operator Good day, and welcome to the Unisys Corporation Second Quarter 2025 Earnings Conference Call.

Huntington Ingalls Q2 Earnings Beat Estimates, Revenues Rise Y/Y — Positive
HII Zacks Investment Research — July 31, 2025HII tops Q2 earnings and revenue estimates despite lower operating income and rising interest expenses.

Equinix's Q2 AFFO Beat, Recurring Revenues Rise Y/Y, NFM Rises Q/Q — Positive
EQIX Zacks Investment Research — July 31, 2025EQIX tops Q2 AFFO and revenue estimates as recurring revenues grow and cabinet equivalent capacity expands despite non-recurring revenues weakness.

Check Point Software Q2 Earnings Top Estimates, Revenues Rise Y/Y — Positive
CHKP Zacks Investment Research — July 31, 2025CHKP sees strong product demand in Q2 and raises Q3 outlook while reaffirming its yearly guidance.
