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.
Etsy, Inc. (NASDAQ:ETSY ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Charles C. Baker - Chief Financial Officer Deb Wasser - Corporate Participant Joshua G.
Generac Holdings Inc. (GNRC) Q2 2025 Earnings Call Transcript — Neutral
GNRC Seeking Alpha — July 30, 2025Generac Holdings Inc. (NYSE:GNRC ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Aaron P. Jagdfeld - Chairman, President & CEO Kris Rosemann - Senior Manager—Corporate Development & Investor Relations York A.
BXP, Inc. (NYSE:BXP ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Douglas T. Linde - President & Director Helen Han - Vice President of Investor Relations Hilary J.
Werner Enterprises: A Freight Recovery Story That Hasn't Arrived — Positive
WERN Seeking Alpha — July 30, 2025Werner Enterprises, Inc.'s core trucking business remains pressured by weak freight rates, underutilized assets, and high fixed costs, limiting profit recovery despite tech and logistics gains. Q2 2025 showed modest operational improvements, but margins are still compressed and spot rates remain soft, with no clear sign of a freight rebound. WERN stock valuation is stretched at a 93x forward P/E, far above sector norms, and future earnings growth relies on multiple uncertain improvements happening simultaneously.
NCDHHS Partners with Talkspace to Provide Free Virtual Mental Health Therapy to Teens Involved in or Impacted By the Justice System — Neutral
TALK Business Wire — July 30, 2025RALEIGH, N.C.--(BUSINESS WIRE)--The North Carolina Department of Health and Human Services today announced a first-of-its-kind partnership with Talkspace, a virtual therapy platform now available for free to justice-impacted teenagers between the ages of 13 and 17 in North Carolina. Recent data from North Carolina shows that 100% of young people in youth development centers had at least one mental health diagnosis, with more than half also having a substance use disorder diagnosis. Additionally.
Gates Industrial Corporation plc (GTES) Q2 2025 Earnings Call Transcript — Neutral
GTES Seeking Alpha — July 30, 2025Gates Industrial Corporation plc (NYSE:GTES ) Q2 2025 Earnings Conference Call July 30, 2025 11:30 AM ET Company Participants Ivo Jurek - CEO & Director L. Brooks Mallard - Executive VP & CFO Richard Michael Kwas - Vice President of Investor Relations Conference Call Participants David Michael Raso - Evercore ISI Institutional Equities, Research Division Deane Michael Dray - RBC Capital Markets, Research Division Jeffrey David Hammond - KeyBanc Capital Markets Inc., Research Division Julian C.H.
LMT INVESTOR ALERT: Lockheed Martin Corporation Investors with Substantial Losses Have Opportunity to Lead the Lockheed Martin Class Action Lawsuit — Neutral
LMT PRNewsWire — July 30, 2025SAN DIEGO , July 30, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Lockheed Martin Corporation (NYSE: LMT) securities between January 23, 2024 and July 21, 2025, inclusive (the "Class Period"), have until September 26, 2025 to seek appointment as lead plaintiff of the Lockheed Martin class action lawsuit. Captioned Khan v.