ArcBest Corporation (ARCB) Q2 2025 Earnings Conference Call Transcript — Neutral
ARCB Seeking Alpha — July 30, 2025ArcBest Corporation (NASDAQ:ARCB ) Q2 2025 Earnings Call July 30, 2025 9:00 AM ET Company Participants Amy Mendenhall - Vice President of Treasury & Investor Relations Eddie Sorg - Corporate Participant J. Matthew Beasley - Chief Financial Officer Judy R.

Altria Q2 Earnings Beat Estimates, FY25 EPS Guidance Narrowed — Positive
MO Zacks Investment Research — July 30, 2025MO beats second-quarter estimates with strong oral tobacco gains and trims FY25 EPS outlook amid shifting tobacco market trends.

Newell to Report Q2 Earnings: Does a Surprise Await Investors? — Negative
NWL Zacks Investment Research — July 30, 2025While inflation, weak demand and currency headwinds are expected to have hurt NWL's Q2 performance, restructuring might have softened the blow.

V.F. Corp Q1 Loss Narrower Than Expected, Sales Beat Expectations — Positive
VFC Zacks Investment Research — July 30, 2025VFC posts a narrower Q1 loss and beats revenue estimates as The North Face, Timberland, and Altra drive momentum.

Hims & Hers Health, Inc. (HIMS) Alleged “Deceptive” Marketing of Wegovy® Triggers Securities Class Actions – HIMS Investors with Losses Encouraged to Contact Hagens Berman — Neutral
HIMS GlobeNewsWire — July 30, 2025SAN FRANCISCO, July 30, 2025 (GLOBE NEWSWIRE) -- On June 25, 2025, securities class action lawsuits were filed against Hims & Hers Health, Inc. (NYSE: HIMS) and certain of the company's executives. The cases seek to represent investors who purchased or otherwise acquired Hims & Hers securities between April 29, 2025 and June 23, 2025.

Verisk expands residential insurance push with $2.4 billion AccuLynx deal — Positive
VRSK Reuters — July 30, 2025Data analytics firm Verisk said on Wednesday it will buy AccuLynx, which makes software for roofing contractors, for $2.35 billion as it looks for a bigger foothold in a key segment of the residential insurance market.

PPG Industries, Inc. (PPG) Q2 2025 Earnings Call Transcript — Neutral
PPG Seeking Alpha — July 30, 2025PPG Industries, Inc. (NYSE:PPG ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Alex Lopez - Corporate Participant Timothy M. Knavish - CEO & Chairman Vincent J.

Regency Centers Corporation (REG) Q2 2025 Earnings Call Transcript — Neutral
REG Seeking Alpha — July 30, 2025Regency Centers Corporation (NASDAQ:REG ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants Alan Todd Roth - COO & President of East Region Christy McElroy - Senior Vice President of Capital Markets Lisa Palmer - President, CEO & Non Independent Director Michael J. Mas - Executive VP & CFO Nicholas Andrew Wibbenmeyer - Chief Investment Officer & President of West Region Conference Call Participants Cooper R.

Watsco, Inc. (NYSE:WSO ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Aaron J. Nahmad - Co-Vice Chairman & President Albert H.

HUM Misses Q2 Earnings on Higher Benefit Costs, Ups '25 EPS View — Negative
HUM Zacks Investment Research — July 30, 2025Humana's Q2 earnings fall year over year on a declining membership base. Notably, 2025 adjusted EPS is currently forecasted at around $17.00, up from the earlier view of around $16.25.

Vertiv Holdings Co (VRT) Q2 2025 Earnings Call Transcript — Neutral
VRT Seeking Alpha — July 30, 2025Vertiv Holdings Co (NYSE:VRT ) Q2 2025 Earnings Conference Call July 30, 2025 11:00 AM ET Company Participants David J. Fallon - Chief Financial Officer David M.

Orion Group Holdings, Inc. (ORN) Q2 2025 Earnings Call Transcript — Neutral
ORN Seeking Alpha — July 30, 2025Orion Group Holdings, Inc. (NYSE:ORN ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Alison G. Vasquez - CFO, Executive VP & Treasurer Travis J.

PayPal Holdings PYPL experienced a sharp decline in its stock price on Tuesday following its second-quarter 2025 earnings report, despite exceeding earnings per share and revenue expectations and raising its full-year profit guidance.

Palo Alto Networks agrees to buy CyberArk for $25 billion — Positive
CYBR PANW TechCrunch — July 30, 2025Cybersecurity giant Palo Alto Networks announced on Wednesday its intent to acquire identity management and security company CyberArk for $25 billion. The deal, a mix of cash and stock, marks Palo Alto's entrance into the identity security space, according to a company press release.

RE/MAX Holdings, Inc. (RMAX) Q2 2025 Earnings Call Transcript — Neutral
RMAX Seeking Alpha — July 30, 2025RE/MAX Holdings, Inc. (RMAX) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Karri R. Callahan - Chief Financial Officer W.

Navient Corporation (NAVI) Q2 2025 Earnings Call Transcript — Neutral
NAVI Seeking Alpha — July 30, 2025Navient Corporation (NASDAQ:NAVI ) Q2 2025 Earnings Conference Call July 30, 2025 8:00 AM ET Company Participants David L. Yowan - President, CEO & Director Jen Earyes - Head of Investor Relations Joe Fisher - Executive VP, CFO & Principal Accounting Officer Conference Call Participants Jeffrey David Adelson - Morgan Stanley, Research Division Jordan Neil Hymowitz - Philadelphia Financial Management of San Francisco, LLC Mark Christian DeVries - Deutsche Bank AG, Research Division Moshe Ari Orenbuch - TD Cowen, Research Division Nathaniel Richam-Odoi - BofA Securities, Research Division Richard Barry Shane - JPMorgan Chase & Co, Research Division Ryan Patrick …

Strong Cloud Subscription Aids PEGA's Prospects: What's More to Come? — Positive
PEGA Zacks Investment Research — July 30, 2025Pegasystems sees strong cloud subscription momentum ahead, driven by AI, AWS ties and legacy system migration.

Teradyne Q2 Earnings Beat Estimates, Revenues Decrease Y/Y — Positive
TER Zacks Investment Research — July 30, 2025TER's second-quarter 2025 earnings and revenues surpass the mid-point of its guidance range.
