Watsco, Inc. (WSO) Q2 2025 Earnings Call Transcript — Neutral

WSO   Seeking Alpha — July 30, 2025

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.

image for news Watsco, Inc. (WSO) Q2 2025 Earnings Call Transcript

HUM Misses Q2 Earnings on Higher Benefit Costs, Ups '25 EPS View — Negative

HUM   Zacks Investment Research — July 30, 2025

Humana'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.

image for news HUM Misses Q2 Earnings on Higher Benefit Costs, Ups '25 EPS View

Vertiv Holdings Co (VRT) Q2 2025 Earnings Call Transcript — Neutral

VRT   Seeking Alpha — July 30, 2025

Vertiv 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.

image for news Vertiv Holdings Co (VRT) Q2 2025 Earnings Call Transcript

Orion Group Holdings, Inc. (ORN) Q2 2025 Earnings Call Transcript — Neutral

ORN   Seeking Alpha — July 30, 2025

Orion 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.

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What's Fueling PayPal's Post-Earnings Skepticism? — Negative

PYPL   Benzinga — July 30, 2025

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.

image for news What's Fueling PayPal's Post-Earnings Skepticism?

Gold Gains 1%; Wingstop Shares Spike Higher — Positive

AAAU  BAR  DBP  DGL  GLD  GLDM  IAU  OUNZ  SGOL  UGL  WING   Benzinga — July 30, 2025

U.S. stocks traded mixed toward the end of trading, with the Nasdaq Composite gaining around 0.5% on Wednesday.

image for news Gold Gains 1%; Wingstop Shares Spike Higher

Palo Alto Networks agrees to buy CyberArk for $25 billion — Positive

CYBR  PANW   TechCrunch — July 30, 2025

Cybersecurity 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.

image for news Palo Alto Networks agrees to buy CyberArk for $25 billion

RE/MAX Holdings, Inc. (RMAX) Q2 2025 Earnings Call Transcript — Neutral

RMAX   Seeking Alpha — July 30, 2025

RE/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.

image for news RE/MAX Holdings, Inc. (RMAX) Q2 2025 Earnings Call Transcript

Navient Corporation (NAVI) Q2 2025 Earnings Call Transcript — Neutral

NAVI   Seeking Alpha — July 30, 2025

Navient 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 …

image for news Navient Corporation (NAVI) Q2 2025 Earnings Call Transcript

Strong Cloud Subscription Aids PEGA's Prospects: What's More to Come? — Positive

PEGA   Zacks Investment Research — July 30, 2025

Pegasystems sees strong cloud subscription momentum ahead, driven by AI, AWS ties and legacy system migration.

image for news Strong Cloud Subscription Aids PEGA's Prospects: What's More to Come?

Teradyne Q2 Earnings Beat Estimates, Revenues Decrease Y/Y — Positive

TER   Zacks Investment Research — July 30, 2025

TER's second-quarter 2025 earnings and revenues surpass the mid-point of its guidance range.

image for news Teradyne Q2 Earnings Beat Estimates, Revenues Decrease Y/Y

UPS Stock Joins 7% Yielders in S&P 500. Who Else Is in the Club. — Positive

IVV  SPLG  SPXL  SPY  SSO  UPRO  UPS  VOO   Barrons — July 30, 2025

There are now five stocks in the index with 7%-plus yields.

image for news UPS Stock Joins 7% Yielders in S&P 500. Who Else Is in the Club.

Etsy, Inc. (ETSY) Q2 2025 Earnings Call Transcript — Neutral

ETSY   Seeking Alpha — July 30, 2025

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.

image for news Etsy, Inc. (ETSY) Q2 2025 Earnings Call Transcript

Generac Holdings Inc. (GNRC) Q2 2025 Earnings Call Transcript — Neutral

GNRC   Seeking Alpha — July 30, 2025

Generac 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.

image for news Generac Holdings Inc. (GNRC) Q2 2025 Earnings Call Transcript

BXP, Inc. (BXP) Q2 2025 Earnings Call Transcript — Neutral

BXP   Seeking Alpha — July 30, 2025

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.

image for news BXP, Inc. (BXP) Q2 2025 Earnings Call Transcript

Werner Enterprises: A Freight Recovery Story That Hasn't Arrived — Positive

WERN   Seeking Alpha — July 30, 2025

Werner 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.

image for news Werner Enterprises: A Freight Recovery Story That Hasn't Arrived

RALEIGH, 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.

image for news NCDHHS Partners with Talkspace to Provide Free Virtual Mental Health Therapy to Teens Involved in or Impacted By the Justice System

Gates 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.

image for news Gates Industrial Corporation plc (GTES) Q2 2025 Earnings Call Transcript

SAN 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.

image for news LMT INVESTOR ALERT: Lockheed Martin Corporation Investors with Substantial Losses Have Opportunity to Lead the Lockheed Martin Class Action Lawsuit

Is another S&P 500 change on the horizon? Here's what to know. — Neutral

IVV  SPLG  SPXL  SPY  SSO  UPRO  VOO   Market Watch — July 30, 2025

The Paramount-Skydance deal could open the door for a membership change, but Robinhood and AppLovin may once again miss out on inclusion in the index.

image for news Is another S&P 500 change on the horizon? Here's what to know.