Bain Capital Specialty Finance, Inc. (NYSE:BCSF ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Amit Joshi - Chief Financial Officer Katherine Schneider - Corporate Participant MD of Investor Relations & Secretary - Corporate Participant Michael Alexander Ewald - CEO & Director Michael John Boyle - President & Director Conference Call Participants Paul Conrad Johnson - Keefe, Bruyette, & Woods, Inc., Research Division Operator Good day, and welcome to the Bain Capital Specialty Finance Second Quarter ended June 30, 2025 Earnings Conference Call. [Operator Instructions].

Caterpillar NYSE: CAT faces headwinds like any multinational business today, but its Q2 results highlight why its stock price can, and will, crawl higher over time. While macroeconomic headwinds, including lower realized prices, cut into revenue and earnings, the business is on the cusp of returning to growth, and its capital return is safe.

TECH tops Q4 EPS estimates and posts solid revenues, but shrinking margins and operating loss drag shares lower.

Here's something most dividend investors forget about interest rates: The Fed does not call all the shots here.

Teradata Corporation (NYSE:TDC ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Chad Michael Bennett - Senior VP, Investor Relations & Corporate Development John Ederer - CFO & Principal Accounting officer Stephen McMillan - President, CEO & Director Conference Call Participants Chirag Haresh Ved - Evercore ISI Institutional Equities, Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Jared Frederich Jungjohann - TD Cowen, Research Division Matthew George Hedberg - RBC Capital Markets, Research Division Radi Khalid Sultan - UBS Investment Bank, Research Division Sheldon Parker McMeans - Barclays Bank PLC, Research Division …

McDonald's Corp (NYSE:MCD, ETR:MDO) beat Wall Street expectations for second-quarter revenue and earnings on Wednesday, fueled by solid demand across its global markets and ongoing investments in digital and menu innovation. The fast-food giant reported revenue of $6.84 billion for the quarter ended June 30, up 5% from a year earlier and ahead of analysts' estimates of $6.70 billion, according to LSEG data.

Goldman Sachs has upgraded Lloyds Banking Group PLC (LSE:LLOY) to ‘buy', raising its 12-month price target to 99p and pointing to around 20% upside from here. The tone in the note is much more upbeat, now that uncertainty over motor finance compensation appears to be largely behind the sector.

TEN, CF and EVTC made it to the Zacks Rank #1 (Strong Buy) value stocks list on August 6, 2025.

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