Compared to Estimates, Dime Community (DCOM) Q2 Earnings: A Look at Key Metrics — Positive
DCOM Zacks Investment Research — July 24, 2025Although the revenue and EPS for Dime Community (DCOM) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Textron (TXT) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates — Positive
TXT Zacks Investment Research — July 24, 2025The headline numbers for Textron (TXT) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

LAKE BABINE NATION AND WEST FRASER PARTNERSHIP STRENGTHENS B.C.'S FOREST SECTOR — Neutral
WFG PRNewsWire — July 24, 2025Innovative collaboration supports long-term fibre security and economic development VANCOUVER, BC , July 24, 2025 /PRNewswire/ - West Fraser Timber Co. Ltd. ("West Fraser" or the "Company") (TSX and NYSE: WFG) and the Lake Babine Nation Forestry Limited Partnership (LBN Forestry) welcomed today's announcement by the Government of British Columbia approving the creation of a new First Nations Woodland Licence in the Smithers area.

WesBanco, Inc. Expands Presence in Northern Virginia with Commercial Loan Production Office — Neutral
WSBC PRNewsWire — July 24, 2025Names David Leudemann as City President and Senior Commercial Banker WHEELING, W.Va. , July 24, 2025 /PRNewswire/ -- WesBanco, Inc. (Nasdaq: WSBC), a diversified, multi-state bank holding company, announced today the opening of a commercial loan production office (LPO) in Northern Virginia, significantly expanding its capabilities in the Dulles Corridor and broader Washington, D.C.

Tractor Supply CEO: Consumer is stable, we saw sequential improvement through the quarter — Positive
TSCO CNBC Television — July 24, 2025Hal Lawton, Tractor Supply CEO, joins 'The Exchange' to discuss cutting back on buybacks, the stock hitting an all-time high and the health of consumer.

CSX Corporation: Consider Taking Profits At The Top Of A Trading Range — Positive
CSX Seeking Alpha — July 24, 2025CSX Corporation's Q2 earnings were mixed, with revenue down 3.4% year-over-year but operational efficiency improving sequentially. Coal weakness and merchandise pricing pressured revenue, but expense control helped mitigate the impact on margins and earnings. We recommend taking profits at the high end of the trading range, while holding a core position for dividends and buybacks.

RCI Hospitality was exceptionally rewarding from 2020 to 2023. It then faced significant challenges from 2023 to 2025. I think that the next years could be highly rewarding again.

CSX Corporation: Back In Position To Deliver Growth (Rating Upgrade) — Positive
CSX Seeking Alpha — July 24, 2025I upgrade CSX to buy as operational recovery is complete, with clear signs of volume momentum and improved customer satisfaction. Key growth catalysts—Howard Street Tunnel expansion and industrial development—are on track, unlocking capacity and supporting long-term market share gains. Despite a 3.4% revenue decline, underlying strength is evident in intermodal and minerals, with management seeming confident in H2 2025 volume growth.

Packaging Corp Earnings Surpass Estimates in Q2, Sales Rise Y/Y — Positive
PKG Zacks Investment Research — July 24, 2025PKG registers a 13% Y/Y EPS jump in Q2 as higher prices and mix boost results across both segments.

On Tesla's earnings call, Truist Analyst William Stein was unable to get an answer about the design for the company's new lower-cost EV. Stein explains why that matters and reacts to Elon Musk's warning of a few “rough quarters ahead” on “Bloomberg Tech.

Berkshire Hills Bancorp, Inc. (BHLB) Q2 2025 Earnings Call Transcript — Neutral
BHLB Seeking Alpha — July 24, 2025Berkshire Hills Bancorp Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Kevin Conn - Senior Vice President of Investor Relations & Corporate Development Nitin Mhatre - President, CEO & Director Sean Gray - President & COO Brett Brbovic - Chief Accounting Officer, Executive VP & CFO Gregory Lindenmuth - Senior EVP & Chief Risk Officer Conference Call Participants Laura Havener Hunsicker - Seaport Research Partners Operator Thank you for standing by. My name is Carly, and I will be your conference operator today.

FTI Consulting, Inc. (FCN) Q2 2025 Earnings Call Transcript — Neutral
FCN Seeking Alpha — July 24, 2025FTI Consulting, Inc. (NYSE:FCN ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Ajay Sabherwal - Chief Financial Officer Mollie Hawkes - Head of Marketing, Communications & Investor Relations Steven H. Gunby - CEO & Chairman Conference Call Participants Andrew Owen Nicholas - William Blair & Company L.L.C.

Dover Surpasses Q2 Earnings & Revenue Estimates, Raises '25 View — Positive
DOV Zacks Investment Research — July 24, 2025DOV lifts 2025 outlook after Q2 earnings and revenue top estimates, fueled by margin gains and strong bookings.

CNBC's Kristina Partsinevelos, joins 'The Exchange' to discuss Broadcom getting a CapEx boost from Google.

Quanex Building Products: Strong Upside Is Justified Given Key Metrics — Positive
NX Seeking Alpha — July 24, 2025Quanex shares have plunged post-acquisition, but I now see the stock as deeply undervalued, and I upgrade my rating to "Strong Buy." Despite short-term profit pressures from the Tyman acquisition, adjusted cash flow and EBITDA are improving, and management's 2025 outlook is robust. The company is trading at a significant discount to peers, with strong long-term growth potential driven by housing deficits and renovation trends.

New Gold to Report Q2 Earnings: Buy, Sell or Hold the Stock? — Positive
NGD Zacks Investment Research — July 24, 2025NGD eyes Q2 earnings surge with gold output set to rise 4-26% and prices up 41% from last year's quarter.

Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising — Positive
APP Zacks Investment Research — July 24, 2025APP's AI engine Axon 2 has driven massive ad growth, but a lofty valuation and slowing momentum now test investor confidence.

RNR Q2 Earnings Beat on Strong Property Underwriting Results — Positive
RNR Zacks Investment Research — July 24, 2025RenaissanceRe's Q2 earnings benefit from strong Property underwriting results and lower net claims and claim expenses incurred, partly offset by declining net premiums earned in the Casualty & Specialty unit.

Union Pacific Corporation (UNP) Q2 2025 Earnings Call Transcript — Neutral
UNP Seeking Alpha — July 24, 2025Union Pacific Corporation (NYSE:UNP ) Q2 2025 Earnings Conference Call July 24, 2025 8:45 AM ET Company Participants Eric J. Gehringer - Executive Vice President of Operations Jennifer L.

Blackstone Inc. (NYSE:BX ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Jonathan D. Gray - General Partner, President, COO & Director Michael S.
