S&P Global Inc. (SPGI) Q2 2025 Earnings Call Transcript — Neutral
SPGI Seeking Alpha — July 31, 2025S&P Global Inc. (NYSE:SPGI ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Eric Walter Aboaf - Chief Financial Officer Mark Grant - Senior Vice President of Investor Relations Martina L. Cheung - President, CEO & Director Conference Call Participants Alexander Kramm - UBS Investment Bank, Research Division Andrew Charles Steinerman - JPMorgan Chase & Co, Research Division Andrew Owen Nicholas - William Blair & Company L.L.C.

ITT Inc. (NYSE:ITT ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Emmanuel Caprais - Senior VP & CFO Luca Savi - CEO, President & Director Mark Macaluso - Vice President of Investor Relations & Global Communications Conference Call Participants Adam Michael Farley - Stifel, Nicolaus & Company, Incorporated, Research Division Bradley Thomas Hewitt - Wolfe Research, LLC Christopher Grenga - TD Cowen, Research Division Damian Mark Karas - UBS Investment Bank, Research Division Jeffrey David Hammond - KeyBanc Capital Markets Inc., Research Division Joseph Alfred Ritchie - Goldman Sachs Group, Inc., Research Division Michael …

Bausch Health Stock Falls on Q2 Earnings Miss, Revenues Beat — Negative
BHC Zacks Investment Research — July 31, 2025BHC stock falls 6.3% as Q2 earnings miss estimates despite stronger sales and growth in key segments like Salix and Solta Medical.

Biogen's Q2 Earnings & Sales Beat, 2025 Outlook Raised, Stock Up — Positive
BIIB Zacks Investment Research — July 31, 2025BIIB posts Q2 earnings and sales beat, lifts 2025 outlook on new drug growth and displays resilient MS performance.

Meta Stock Skyrockets To Record High After Strong Q2 Earnings — Positive
META Schaeffers Research — July 31, 2025Shares of Meta Platforms Inc (NASDAQ:META) are higher this morning, after the social media giant reported adjusted second-quarter earnings of $7.14 per share on $47.52 in revenue, both of which were stronger than expected.

Proto Labs, Inc. (PRLB) Q2 2025 Earnings Call Transcript — Neutral
PRLB Seeking Alpha — July 31, 2025Proto Labs, Inc. (NYSE:PRLB ) Q2 2025 Earnings Conference Call July 31, 2025 8:30 AM ET Company Participants Daniel Schumacher - CFO and Principal Financial & Accounting Officer Jason Frankman - Corporate Participant Controller & Corporate Secretary - Corporate Participant Suresh Krishna - President, CEO & Director Conference Call Participants Brian Paul Drab - William Blair & Company L.L.C., Research Division Gregory William Palm - Craig-Hallum Capital Group LLC, Research Division Troy Donavon Jensen - Cantor Fitzgerald & Co., Research Division Operator Ladies and gentlemen, good morning, and welcome to the Proto Labs Second Quarter 2025 Earnings Conference Call.

Can ExxonMobil Navigate Market Turbulence With Its Strong Balance Sheet? — Neutral
XOM Zacks Investment Research — July 31, 2025XOM's low debt, $30B liquidity and diversified operations help it stay resilient amid oil market swings.

BorgWarner Beats on Q2 Earnings, Boosts Dividend & Buyback — Positive
BWA Zacks Investment Research — July 31, 2025BWA tops Q2 earnings estimates, hikes dividend by 55%, lifts buyback plan and raises full-year 2025 guidance.

3 Aerospace-Defense Stocks to Buy Amid Impressive Air Traffic View — Positive
EADSY GE HII Zacks Investment Research — July 31, 2025GE, EADSY and HII look poised for growth as strong air traffic and rising U.S. defense spending fuel aerospace gains.

PPL's Q2 Earnings Lag Estimates, Revenues Increase Y/Y — Negative
PPL Zacks Investment Research — July 31, 2025PPL's second-quarter 2025 earnings decrease year over year, while revenues increase. Total operating expenses increase during the same period.

Meta Jumps on Q2 Earnings Beat: ETFs to Tap — Positive
META Zacks Investment Research — July 31, 2025META's Q2 beat and massive stock surge lift ETFs like VOX, FCOM, IXP and XLC, each with heavy exposure to the tech giant.

Omnicell's service business is rapidly growing, now 22% of revenue, outpacing industry trends and supporting long-term upside. My updated DCF analysis yields a price target of $57.46, representing 93% upside, with Wall Street consensus trailing behind. The primary risk is the pace of transition from product to service revenue, but a strong backlog mitigates margin and cash flow concerns.

Graham Holdings: Nears Fair Value Without CSI Monetization — Positive
GHC Seeking Alpha — July 31, 2025Graham Holdings' core growth engines—Kaplan and Healthcare—continue to deliver strong results, driving most of the company's operating profit and cash flow. Despite solid fundamentals, the stock offers limited upside, with my price target of $970 implying less than 2% capital gains and total returns under 6.5%. Leadership changes in the Healthcare division may signal a potential CSI Pharmacy spin-off, which could unlock significant shareholder value if executed.

Compass CEO: There's more housing inventory now than anytime in the last 6 years — Neutral
COMP CNBC Television — July 31, 2025Compass CEO Robert Reffkin tells CNBC that housing inventory nationwide is back to where it was before the pandemic. But certain markets, like New York City, have seen rentals prices surge in the last year, he adds.

Dominion Energy Declares Quarterly Dividend of 66.75 Cents — Neutral
D Business Wire — July 31, 2025RICHMOND, Va.--(BUSINESS WIRE)--The board of directors of Dominion Energy (NYSE: D) has declared a quarterly dividend of 66.75 cents per share of common stock. Dividends are payable on Sept. 20, 2025, to shareholders of record at the close of business Sept. 5, 2025. This is the 390th consecutive dividend that Dominion Energy or its predecessor company has paid holders of common stock. The company's last quarterly dividend was declared May 7, 2025. News Category: Corporate & Financial.

Merit Medical Systems, Inc. (MMSI) Q2 2025 Earnings Call Transcript — Neutral
MMSI Seeking Alpha — July 31, 2025Merit Medical Systems, Inc. (NASDAQ:MMSI ) Q2 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Brian G. Lloyd - Chief Legal Officer & Corporate Secretary Fred P.

Arm shares plunged after the chip designer offered a muted profit forecast for the fiscal second quarter. CEO Rene Haas indicated the company plans to invest in its own chip development.

Fox acquires 33% stake in IndyCar owner Penske Entertainment, extends media rights deal — Positive
FOX PAG New York Post — July 31, 2025“We're thrilled to join the IndyCar ownership group at such a pivotal time for the sport,” said Eric Shanks, CEO & Executive Producer, FOX Sports.

JPMorgan CEO Jamie Dimon: AI will replace certain jobs, like all technology has — Neutral
JPM CNBC Television — July 31, 2025CNBC's Leslie Picker with JPMorgan CEO Jamie Dimon, join 'Money Movers' to discuss his branch strategy, the economy, his meetings with the president and Trump's comments about Fed Chair Powell and more.
