National Fuel Gas Company (NFG) Q3 2025 Earnings Call Transcript — Neutral

NFG   Seeking Alpha — July 31, 2025

National 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.

image for news National Fuel Gas Company (NFG) Q3 2025 Earnings Call Transcript

Vertiv's Breakout Likely, Baked-In Premium Warrants A Downgrade To Hold — Positive

VRT   Seeking Alpha — July 31, 2025

Vertiv 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.

image for news Vertiv's Breakout Likely, Baked-In Premium Warrants A Downgrade To Hold

Is Coca-Cola's Diversification Into Energy Drinks Gaining Traction? — Positive

KO   Zacks Investment Research — July 31, 2025

KO sees volume growth in BODYARMOR and Powerade as it leans into energy and hydration for long-term value share gains.

image for news Is Coca-Cola's Diversification Into Energy Drinks Gaining Traction?

California Water Q2 Earnings Surpass Estimates, Revenues Rise Y/Y — Positive

CWT   Zacks Investment Research — July 31, 2025

CWT delivers robust Q2 results, with revenues up 8.5% and net income boosted by rising customer demand and rate increases.

image for news California Water Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

Host Hotels Q2 FFO & Revenues Top Estimates, Hotel RevPAR Rises — Positive

HST   Zacks Investment Research — July 31, 2025

HST'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.

image for news Host Hotels Q2 FFO & Revenues Top Estimates, Hotel RevPAR Rises

CMS Energy Q2 Earnings Surpass Estimates, Revenues Increase Y/Y — Positive

CMS   Zacks Investment Research — July 31, 2025

CMS beats Q2 earnings and revenue estimates with solid Y/Y growth, backed by higher operating income, and reaffirms its 2025 guidance.

image for news CMS Energy Q2 Earnings Surpass Estimates, Revenues Increase Y/Y

CVNA Q2 Earnings Beat Estimates on Higher Y/Y Deliveries — Positive

CVNA   Zacks Investment Research — July 31, 2025

CVNA surges past Q2 estimates with 42% revenue growth and record deliveries, driving profit and margin gains.

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Aptiv PLC (APTV) Q2 2025 Earnings Call Transcript — Neutral

APTV   Seeking Alpha — July 31, 2025

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.

image for news Aptiv PLC (APTV) Q2 2025 Earnings Call Transcript

Carvana's “convenience factor” is only going to grow, and the stock is zooming to a record on Thursday.

image for news Carvana's turnaround looks complete as stock hits a record. What matters next for investors.

Radian Group Inc. (RDN) Q2 2025 Earnings Call Transcript — Neutral

RDN   Seeking Alpha — July 31, 2025

Radian 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.

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BGC Group, Inc. (BGC) Q2 2025 Earnings Call Transcript — Neutral

BGC   Seeking Alpha — July 31, 2025

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.

image for news BGC Group, Inc. (BGC) Q2 2025 Earnings Call Transcript

CANTON, 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 …

image for news Birdies Made by Legends at the Inaugural James Hardie™ Pro Football Hall of Fame Invitational Turn into a Home for a Canton Family

Google loses appeal over app store reforms in Epic Games case — Negative

GOOG  GOOGL   Reuters — July 31, 2025

Alphabet'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.

image for news Google loses appeal over app store reforms in Epic Games case

American 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.

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Huntington 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.

image for news Huntington Ingalls Industries, Inc. (HII) Q2 2025 Earnings Call Transcript

Carpenter Technology Corporation (CRS) Q4 2025 Earnings Call Transcript — Neutral

CRS   Seeking Alpha — July 31, 2025

Carpenter 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.

image for news Carpenter Technology Corporation (CRS) Q4 2025 Earnings Call Transcript

Unisys Corporation (UIS) Q2 2025 Earnings Call Transcript — Neutral

UIS   Seeking Alpha — July 31, 2025

Unisys 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.

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Huntington Ingalls Q2 Earnings Beat Estimates, Revenues Rise Y/Y — Positive

HII   Zacks Investment Research — July 31, 2025

HII tops Q2 earnings and revenue estimates despite lower operating income and rising interest expenses.

image for news Huntington Ingalls Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Equinix's Q2 AFFO Beat, Recurring Revenues Rise Y/Y, NFM Rises Q/Q — Positive

EQIX   Zacks Investment Research — July 31, 2025

EQIX tops Q2 AFFO and revenue estimates as recurring revenues grow and cabinet equivalent capacity expands despite non-recurring revenues weakness.

image for news Equinix's Q2 AFFO Beat, Recurring Revenues Rise Y/Y, NFM Rises Q/Q

Check Point Software Q2 Earnings Top Estimates, Revenues Rise Y/Y — Positive

CHKP   Zacks Investment Research — July 31, 2025

CHKP sees strong product demand in Q2 and raises Q3 outlook while reaffirming its yearly guidance.

image for news Check Point Software Q2 Earnings Top Estimates, Revenues Rise Y/Y