Oshkosh Corporation (OSK) Q2 2025 Earnings Call Transcript — Neutral
OSK Seeking Alpha — August 01, 2025Oshkosh Corporation (NYSE:OSK ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants John C. Pfeifer - President, CEO & Director Matthew Allen Field - Executive VP & Chief Financial Officer Patrick N.

Exxon Mobil Corporation (XOM) Q2 2025 Earnings Call Transcript — Neutral
XOM Seeking Alpha — August 01, 2025Exxon Mobil Corporation (NYSE:XOM ) Q2 2025 Earnings Conference Call August 1, 2025 9:30 AM ET Company Participants Darren W. Woods - Chairman of the Board, President & CEO James R.

Mettler-Toledo International Inc. (MTD) Q2 2025 Earnings Call Transcript — Neutral
MTD Seeking Alpha — August 01, 2025Mettler-Toledo International Inc. (NYSE:MTD ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Adam William Uhlman - Head of Investor Relations Patrick K. Kaltenbach - President & CEO Shawn P.

Coinbase Q2 Earnings and Revenues Miss Estimates, Volumes Rise Y/Y — Negative
COIN Zacks Investment Research — August 01, 2025COIN misses Q2 earnings and revenue estimates, but rising volumes, crypto prices and subscription growth offer support.

Cullen/Frost Q2 Earnings Top Estimates, Stock Slips on Cost Concerns — Neutral
CFR Zacks Investment Research — August 01, 2025CFR tops Q2 earnings estimates with solid revenue gains, but shares dip 4.9% on rising cost concerns.

HPC Server and DLC Traction Likely to Boost SMCI's Q4 Earnings — Positive
SMCI Zacks Investment Research — August 01, 2025Super Micro Computer's fourth-quarter fiscal 2025 performance is likely to have benefited from booming demand for AI-servers and DLC.

OPK Stock Slips Following Q2 Earnings Miss, Gross Margin Expands — Negative
OPK Zacks Investment Research — August 01, 2025OPKO Health reports wider-than-expected second-quarter 2025 loss and revenue decline, but gross margin expands and product sales remain stable.

Why Kiniksa Pharmaceuticals International, plc (KNSA) Might be Well Poised for a Surge — Positive
KNSA Zacks Investment Research — August 01, 2025Kiniksa Pharmaceuticals International, plc (KNSA) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Moving Higher for Newmark Group (NMRK): Time to Buy? — Positive
NMRK Zacks Investment Research — August 01, 2025Newmark Group (NMRK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Materion (MTRN) Stock — Positive
MTRN Zacks Investment Research — August 01, 2025Materion (MTRN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Mastercard's Future Looks Bright With Turbocharged VAS And Diversified Revenue Mix — Positive
MA Benzinga — August 01, 2025Mastercard Inc. MA reported stronger-than-expected second-quarter results on Thursday, prompting a wave of upward revisions from Wall Street analysts who cited accelerating growth in value-added services (VAS) and solid international volume trends as key drivers of future performance.

Hims & Hers Health, Inc. (HIMS) – Lawmakers Urge Crackdown On Illegal Weight Loss Drugs, Novo's Termination of Collaboration With HIMS Triggers Securities Class Actions – Hagens Berman — Neutral
HIMS GlobeNewsWire — August 01, 2025SAN FRANCISCO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- On July 25, 2025, investors in Hims & Hers Health, Inc. (NYSE: HIMS) saw the price of their shares significantly fall during intraday trading on reports that U.S. lawmakers urged the FDA to act against copycat versions of weight loss drugs, citing safety concerns.

Companhia Siderúrgica Nacional (SID) Q2 2025 Earnings Call Transcript — Neutral
SID Seeking Alpha — August 01, 2025Companhia Siderúrgica Nacional (NYSE:SID ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Antonio Marco Campos Rabello - CFO, Executive Director of Finance & Investor Relations and Member of Executive Board Benjamin Steinbruch - President of Executive Board, CEO & Director Helena Guerra - Corporate Participant Luis Fernando Barbosa Martinez - Executive Director of Commercial, Logistics, Steel, Cement & Spl Sales and Member of Exe. Board Conference Call Participants Caio Burger Ribeiro - BofA Securities, Research Division Daniel Sasson - Itaú Corretora de Valores S.A.

AMETEK Stock Gains 5% as Q2 Earnings and Revenues Beat Estimates — Positive
AME Zacks Investment Research — August 01, 2025AME's Q2 earnings and revenues exceed estimates, driven by solid growth in both EIG and EMG segments.

Federated Hermes Q2 Earnings Top Estimates, AUM Reaches Record Level — Positive
FHI Zacks Investment Research — August 01, 2025FHI posts Q2 EPS of $1.16, and records $845.7B in AUM, higher revenues and sharply lower operating expenses.

Landstar Q2 Earnings & Revenues Surpass Estimates, Down Y/Y — Neutral
LSTR Zacks Investment Research — August 01, 2025LSTR's second-quarter 2025 earnings and revenues decrease year over year.

Alaska Air Q2 Earnings Surpass Estimates, Decrease Year Over Year — Positive
ALK Zacks Investment Research — August 01, 2025ALK's second-quarter 2025 revenues benefit from contributions from passenger revenues.

Bristol-Myers Squibb: Growth Is Taking Its Own Time (Rating Downgrade) — Neutral
BMY Seeking Alpha — August 01, 2025Bristol-Myers Squibb's Q2 2025 results were a mixed bag, with revenues showing signs of recovery while earnings saw a pullback. A reduction in earnings guidance on IPRD charges was another disappointment, though early signs of the performance of acquired treatment Cobenfy are positive. Underwhelming earnings since last year, along with revenues that are still coming back in form could explain the loss of price momentum for BMY despite otherwise healthy stock metrics.

Brookfield Renewable Partners L.P. Limited Partnership Units (BEP) Q2 2025 Earnings Call Transcript — Neutral
BEP Seeking Alpha — August 01, 2025Brookfield Renewable Partners L.P. Limited Partnership Units (NYSE:BEP ) Q2 2025 Earnings Conference Call August 1, 2025 9:00 AM ET Company Participants Connor David Teskey - Chief Executive Officer Patrick Taylor - Chief Financial Officer Wyatt Hartley - Corporate Participant Managing Partner of Renewable Power & Transition - Corporate Participant Conference Call Participants Jessica Hoyle - Scotiabank Global Banking and Markets, Research Division Jonathan Mark Windham - UBS Investment Bank, Research Division Mark Thomas Jarvi - CIBC Capital Markets, Research Division Mark Wesley Strouse - JPMorgan Chase & Co, Research Division Nelson Ng - RBC Capital Markets, Research Division Sean …

ZIONS BANCORPORATION'S BOARD DECLARES DIVIDENDS ON COMMON AND PREFERRED STOCK — Neutral
ZION PRNewsWire — August 01, 2025SALT LAKE CITY , Aug. 1, 2025 /PRNewswire/ -- Zions Bancorporation, N.A. (NASDAQ: ZION) announced today that its board of directors ("board") declared a regular quarterly dividend of $0.45 per common share, an increase of $0.02 per share, or approximately 5%, from the prior quarter.
