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.
Essential Properties Realty Trust, Inc. (EPRT) Q2 2025 Earnings Call Transcript — Neutral
EPRT Seeking Alpha — July 24, 2025Essential Properties Realty Trust, Inc. (NYSE:EPRT ) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants A. Joseph Peil - Executive VP & Chief Investment Officer Mark E.
Northeast Community Bancorp (NECB) Q2 Earnings Top Estimates — Positive
NECB Zacks Investment Research — July 24, 2025Northeast Community Bancorp (NECB) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.97 per share a year ago.
D.R. Horton: Robust Operations And Liquidity Warrant An Upside — Positive
DHI Seeking Alpha — July 24, 2025Many homebuilders like D.R. Horton experience the softness in the housing market, but I don't think it will lead to a crash considering their cautious construction and low inventory. DHI takes advantage of its geographical diversification and inventory management to set a strategic pricing, attract demand, and stabilize operating costs. Its robust liquidity with only a 0.90x Net Debt/EBITDA ensures its sustainability.
LOS ANGELES--(BUSINESS WIRE)--Contents First, the company behind the global webtoon platform Tappytoon, announces the exclusive launch of its new original Boys' Love (BL) webtoon, Bullet Time. The series will begin serialization on July 25 on Tappytoon. Bullet Time is a Boys' Love (BL) webtoon depicting love and betrayal between a feral gangster and a cunning spy, set in Helltham, a neon-lit city of raging crime. The series follows Felix, a spy from law enforcement embedded in the Golden Bite g.
GE Vernova Has The Most To Gain From Energy Policy Changes — Positive
GEV Seeking Alpha — July 24, 2025GE Vernova Inc. delivered a strong Q2 '25, raising guidance and accelerating $600M in annual G&A cost reductions, supporting robust margin expansion. Policy changes like the OBBBA and expiring renewable tax credits are set to drive near-term growth in wind and electrification and long-term growth in power, potentially boosting backlog. Services is a major value driver for long-term, recurring revenue for GE Vernova. As the installed base grows through equipment sales, services sales should reflect a larger customer base.
Third Coast Bancshares, Inc. (TCBX) Q2 2025 Earnings Call Transcript — Neutral
TCBX Seeking Alpha — July 24, 2025Third Coast Bancshares, Inc. (NASDAQ:TCBX ) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET Company Participants Audrey A. Duncan - Senior EVP & Chief Credit Officer Bart O.
Empire State Realty Trust CEO: International demand was lower than expected — Negative
ESRT CNBC Television — July 24, 2025Anthony Malkin, Empire State Realty Trust CEO, joins 'The Exchange' to discuss the state of REITs, the shares falling on lower international demand and New York City Democratic Mayoral candidate Mamdani's potential impact on real estate in the city.
Churchill Downs Incorporated (CHDN) Q2 2025 Earnings Call Transcript — Neutral
CHDN Seeking Alpha — July 24, 2025Churchill Downs Incorporated (NASDAQ:CHDN ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants Marcia Ann Dall - Executive VP & CFO Sam Ullrich - Vice President of Investor Relations William C. Carstanjen - CEO & Director Conference Call Participants Barry Jonathan Jonas - Truist Securities, Inc., Research Division Benjamin Nicolas Chaiken - Mizuho Securities USA LLC, Research Division Brandt Antoine Montour - Barclays Bank PLC, Research Division Chad C.