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Freight delivery company XPO (NYSE:XPO) beat Wall Street’s revenue expectations in Q2 CY2025, but sales were flat year on year at $2.08 billion. Its non-GAAP profit of $1.05 per share was 6.2% above analysts’ consensus estimates.

Aerospace and defense company Howmet (NYSE:HWM) announced better-than-expected revenue in Q2 CY2025, with sales up 9.2% year on year to $2.05 billion. The company expects next quarter’s revenue to be around $2.03 billion, close to analysts’ estimates. Its non-GAAP profit of $0.91 per share was 4.2% above analysts’ consensus estimates.

Lifting and material handling equipment company Terex (NYSE:TEX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 7.6% year on year to $1.49 billion. The company’s full-year revenue guidance of $5.4 billion at the midpoint came in 1.2% above analysts’ estimates. Its non-GAAP profit of $1.49 per share was 6.5% above analysts’ consensus estimates.

Infrastructure solutions provider Quanta (NYSE:PWR) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 21.1% year on year to $6.77 billion. The company’s full-year revenue guidance of $27.65 billion at the midpoint came in 2.4% above analysts’ estimates. Its non-GAAP profit of $2.48 per share was 1.4% above analysts’ consensus estimates.

Biotech company Biogen (NASDAQ:BIIB) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 7.3% year on year to $2.65 billion. Its non-GAAP profit of $5.47 per share was 41.3% above analysts’ consensus estimates.

Railcar products and services provider Trinity (NYSE:TRN) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 39.8% year on year to $506.2 million. Its GAAP profit of $0.17 per share was 37% below analysts’ consensus estimates.

Electronic equipment provider Vontier (NYSE:VNT) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.1% year on year to $773.5 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $750 million was less impressive, coming in 0.7% below expectations. Its GAAP profit of $0.62 per share was 1.9% above analysts’ consensus estimates.

Engineered components manufacturer for critical industries ITT Inc. (NYSE: ITT) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 7.3% year on year to $972.4 million. Its non-GAAP profit of $1.64 per share was 1.8% above analysts’ consensus estimates.

Diversified healthcare company CVS Health (NYSE:CVS) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 8.4% year on year to $98.92 billion. Its non-GAAP profit of $1.81 per share was 23.9% above analysts’ consensus estimates.

Healthcare tech company Omnicell (NASDAQ:OMCL) announced better-than-expected revenue in Q2 CY2025, with sales up 5% year on year to $290.6 million. On top of that, next quarter’s revenue guidance ($295 million at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $0.45 per share was 66.7% above analysts’ consensus estimates.

Document technology company Xerox (NASDAQ:XRX) beat Wall Street’s revenue expectations in Q2 CY2025, but sales were flat year on year at $1.58 billion. Its non-GAAP profit of $3 per share was significantly above analysts’ consensus estimates.

Cruise company Norwegian Cruise Line (NYSE:NCLH) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 6.1% year on year to $2.52 billion. Its non-GAAP profit of $0.51 per share was in line with analysts’ consensus estimates.

Medical technology company Teleflex (NYSE:TFX) announced better-than-expected revenue in Q2 CY2025, with sales up 2.3% year on year to $780.9 million. Its non-GAAP profit of $3.73 per share was 10.8% above analysts’ consensus estimates.

Health insurance company Cigna (NYSE:CI) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 11.1% year on year to $67.18 billion. Its non-GAAP profit of $7.20 per share was 0.6% above analysts’ consensus estimates.

Government and sustainable technology solutions company KBR (NYSE:KBR) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 5.2% year on year to $1.95 billion. The company’s full-year revenue guidance of $8 billion at the midpoint came in 7.3% below analysts’ estimates. Its non-GAAP profit of $0.91 per share was 3% above analysts’ consensus estimates.

Medical device company Integra LifeSciences (NASDAQ:IART) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $415.6 million. The company expects next quarter’s revenue to be around $415 million, close to analysts’ estimates. Its non-GAAP profit of $0.45 per share was 4.4% above analysts’ consensus estimates.

Manufacturing services provider Proto Labs (NYSE:PRLB) announced better-than-expected revenue in Q2 CY2025, with sales up 7.5% year on year to $135.1 million. On top of that, next quarter’s revenue guidance ($134 million at the midpoint) was surprisingly good and 3.1% above what analysts were expecting. Its non-GAAP profit of $0.41 per share was 19.9% above analysts’ consensus estimates.

Beer powerhouse Anheuser-Busch InBev (NYSE:BUD) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 2.1% year on year to $15 billion. Its GAAP profit of $0.98 per share was in line with analysts’ consensus estimates.

West Pharmaceutical Services delivered a quarter that outperformed Wall Street’s expectations, reflecting renewed strength in its core high-value product (HVP) components. Management attributed the results primarily to robust demand for GLP-1 elastomer products, ongoing conversions to HVP driven by regulatory upgrades, and the normalization of customer ordering patterns. CEO Eric Green highlighted that the company’s proprietary products segment saw particularly solid growth, with HVP components increasing 11.3% as West leveraged its pandemic-era investments to meet rising demand. Green explained, “Our improved performance was concentrated in our higher-margin businesses, which drove favorable margin expansion in the quarter.”

Amalgamated Financial’s second quarter was met with a significant negative market reaction, despite management highlighting steady deposit and loan growth as core drivers. CEO Priscilla Sims Brown emphasized that the bank’s commercial portfolios—particularly multifamily, commercial real estate, and commercial and industrial lending—supported results, while the consumer solar and residential portfolios continued to run off. The bank’s focus on expanding its lending platform, especially with experienced hires in California, was cited as a reason for optimism, yet investors appeared concerned about rising provisioning needs and the modest pace of loan growth relative to targets.

Tri Pointe Homes’ second quarter was marked by a significant year-over-year decline in sales, with revenue down 21.9%. The market responded negatively, reflecting concerns about the company’s shrinking backlog and softer demand trends discussed by management. CEO Douglas Bauer attributed these challenges to policy uncertainty and shifting buyer confidence, noting, “The near term remains choppy,” as the company continues to navigate rising inventory levels in select markets and a softer pricing environment.

Flex’s first quarter results were met with a negative market reaction despite the company surpassing Wall Street’s revenue and non-GAAP profit expectations. Management attributed the strong performance to rapid growth in its data center segment, particularly in both cloud and power solutions. CEO Revathi Advaithi emphasized Flex’s ability to deliver integrated hardware, cooling, and power infrastructure as a key differentiator. CFO Kevin Krumm noted that the company’s operating margin expansion was supported by disciplined cost management and a favorable mix shift, especially as demand for advanced manufacturing and regionalized supply chains rose.

Allegion’s second quarter was marked by robust performance in its core nonresidential Americas segment, which management credited as the primary driver behind the company’s revenue and margin strength. CEO John Stone emphasized that continued demand in institutional verticals, along with high single-digit organic growth in nonresidential, offset softness in the residential market. The electronics portfolio also contributed to segment growth, highlighted by the launch of SimonsVoss’s batteryless electronic cylinder. CFO Mike Wagnes noted that favorable pricing actions and volume in the Americas, combined with effective cost containment, helped maintain operating margins despite inflationary pressures and tariff-related costs.

Ryder’s second quarter results were shaped by strong performance in its Supply Chain segment and resilient earnings from its multiyear contractual portfolio. Management credited the quarter’s outperformance relative to Wall Street’s expectations to disciplined execution on strategic initiatives and robust performance in supply chain operations. CEO Robert Sanchez highlighted, “The business continues to outperform prior cycles, driven by our resilient contractual portfolio that reflects the actions we’ve taken under our balanced growth strategy.” The quarter also saw Ryder proactively manage used vehicle inventory, which affected segment-level results but was part of its broader efforts to optimize returns and reduce risk.

Keurig Dr Pepper delivered a stable second quarter, with sales volumes rising sharply and revenue coming in above Wall Street expectations. Management pointed to expanding success in its U.S. refreshment beverages, especially carbonated soft drinks and energy drinks, as major drivers of growth. CEO Tim Cofer highlighted robust gains from innovative launches such as Dr Pepper Blackberry and continued share expansion for legacy brands like 7UP and Canada Dry. Energy brands, including GHOST and C4, also contributed meaningfully, reflecting the company’s broader push into faster-growing beverage categories. Cofer stated, “Our multi-brand approach will be the key to winning in this attractive high-growth category.”

CTS delivered a second quarter that exceeded Wall Street’s revenue and profit expectations, with the market responding positively to the results. Management attributed the quarter’s performance to strong growth in diversified end markets—particularly medical, aerospace and defense, and industrial—while transportation sales faced headwinds from China market dynamics and softer commercial vehicle demand. CEO Kieran O’Sullivan highlighted the company’s ongoing diversification strategy, noting, “Our teams continue to execute on our diversification strategy to increase growth in diversified medical, industrial, aerospace and defense markets.”

Textron’s second quarter results were met with a negative market reaction, despite revenue and adjusted earnings surpassing Wall Street’s expectations. Management attributed quarterly growth to increases in both commercial aircraft and helicopter sales, as well as expanding activity in the MV-75 (formerly FLRAA) defense program. CEO Scott Donnelly highlighted continued demand across product lines and a ramp-up in factory operations, but also acknowledged margin pressures from product mix and higher warranty costs within the aviation segment. The company’s operating margin declined year over year, reflecting these challenges.

A. O. Smith’s second quarter results were marked by resilience despite a modest year-over-year revenue decline, as management pointed to disciplined channel strategies and ongoing operational improvements. CEO Stephen Shafer credited the quarter’s performance to proactive efforts in smoothing production schedules in North America and emphasizing higher-margin water treatment channels. He also highlighted that boiler sales rebounded, while water heater volumes softened due to industry prebuy dynamics ahead of price increases and tariffs. The market responded positively to these operational moves and stability in margins, with Shafer noting, “We believe A. O. Smith has an outstanding foundation for profitable growth as a global water technology leader.”

Provident Financial Services delivered a positive quarterly performance, with both revenue and earnings surpassing Wall Street expectations. Management attributed the strong results to robust commercial loan growth, improved net interest margins, and stable asset quality. CEO Anthony Labozzetta highlighted, “Our team gained momentum with solid earning asset growth, improved margins and asset quality, record earnings and expansion of tangible book value.” Loan production was especially strong in the commercial and industrial segment, supporting overall balance sheet expansion and capital formation.

Brunswick’s second quarter results were met with a negative market reaction despite revenue and non-GAAP earnings per share exceeding Wall Street expectations. Management highlighted that operational execution, disciplined cost control, and resilience in aftermarket-focused businesses partially offset ongoing macroeconomic challenges, unseasonable weather, and direct tariff impacts. CEO David Foulkes described the environment as “challenging,” citing underperformance in value-category boat sales but steady trends in premium and core segments. He also acknowledged that reinstated variable compensation and tariffs weighed on earnings, noting, "Earnings were impacted by the reinstatement of variable compensation and the effects of tariffs, but were consistent year-over-year excluding those items."

American Airlines’ second quarter results were met with a negative market reaction, as investors focused on flat revenue and pressured operating margins in a challenging demand environment. Management attributed the quarter’s performance to strong demand in premium cabins and international markets, offset by persistent softness in domestic leisure travel. CEO Robert Isom noted, “Premium demand and spending from higher-income consumers remained resilient,” but also highlighted continued weakness in domestic main cabin revenue. The airline also faced disruptive weather events across key hubs, which management said led to operational challenges throughout the quarter.

ADT’s second quarter results were met with a positive market response, reflecting the company’s ability to outpace Wall Street’s revenue and non-GAAP profit expectations. Management highlighted expansion in recurring monthly revenues, a strong contribution from a strategic bulk subscriber acquisition, and continued improvement in operational efficiency as central to the quarter’s outcome. CEO James DeVries cited record levels of customer satisfaction and the successful rollout of new features—such as Alarm Messenger and Trusted Neighbor—as important contributors. The integration of new technologies and a focus on core monitoring capabilities also helped reduce false alarms and support customer retention.

Household products company Kimberly-Clark (NYSE:KMB) will be reporting earnings this Friday before market hours. Here’s what to expect.

Healthcare services provider BrightSpring Health Services (NASDAQ:BTSG) will be reporting results this Friday morning. Here’s what to expect.

HR outsourcing provider Insperity (NYSE:NSP) will be announcing earnings results this Friday morning. Here’s what investors should know.

Maintenance and repair supplier W.W. Grainger (NYSE:GWW) will be announcing earnings results this Friday before the bell. Here’s what to expect.

Bearings manufacturer RBC Bearings (NYSE:RBC) will be reporting earnings this Friday before market open. Here’s what to expect.

Real estate investment trust Arbor Realty Trust (NYSE:ABR) will be reporting earnings this Friday before the bell. Here’s what to look for.

Household products company Church & Dwight (NYSE:CHD) will be reporting results this Friday before market open. Here’s what to look for.

Satellite communications company EchoStar (NASDAQGS:SATS) will be reporting earnings this Friday before market hours. Here’s what to expect.

Biotech company Regeneron (NASDAQ:REGN) will be reporting earnings this Friday before market open. Here’s what investors should know.

Modular flooring manufacturer Interface (NASDAQ:TILE) will be reporting results this Friday before the bell. Here’s what to look for.

Specialty vehicles contractor Oshkosh (NYSE:OSK) will be announcing earnings results this Friday morning. Here’s what investors should know.

Biotechnology company Moderna (NASDAQ:MRNA) will be reporting results this Friday before the bell. Here’s what to expect.

Consumer products company Colgate-Palmolive (NYSE:CL) will be reporting results this Friday before market hours. Here’s what to look for.

Automotive manufacturer Ford (NYSE:F) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 5% year on year to $50.18 billion. Its non-GAAP profit of $0.37 per share was 11.1% above analysts’ consensus estimates.

Diagnostics company Guardant Health (NASDAQ:GH) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 30.9% year on year to $232.1 million. The company’s full-year revenue guidance of $920 million at the midpoint came in 3.9% above analysts’ estimates. Its non-GAAP loss of $0.44 per share was 14.5% above analysts’ consensus estimates.

Online marketplace eBay (NASDAQ:EBAY) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 6.1% year on year to $2.73 billion. Guidance for next quarter’s revenue was optimistic at $2.72 billion at the midpoint, 2.2% above analysts’ estimates. Its non-GAAP profit of $1.37 per share was 5.6% above analysts’ consensus estimates.

Refrigerant services company Hudson Technologies (NASDAQ:HDSN) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 3.2% year on year to $72.85 million. Its GAAP profit of $0.23 per share was 35.3% above analysts’ consensus estimates.

Online learning platform Udemy (NASDAQ:UDMY) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 2.8% year on year to $199.9 million. The company expects next quarter’s revenue to be around $192.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.16 per share was 33.8% above analysts’ consensus estimates.

Freight transportation intermediary C.H. Robinson (NASDAQ:CHRW) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 7.7% year on year to $4.14 billion. Its non-GAAP profit of $1.29 per share was 11.4% above analysts’ consensus estimates.

Electronics manufacturing services provider Benchmark (NYSE:BHE) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, but sales fell by 3.5% year on year to $642.3 million. On the other hand, next quarter’s revenue guidance of $660 million was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.55 per share was 1.9% above analysts’ consensus estimates.

Online used car dealer Carvana (NYSE: CVNA) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 41.9% year on year to $4.84 billion.

Banking software provider Q2 (NYSE:QTWO) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 12.9% year on year to $195.1 million. Guidance for next quarter’s revenue was better than expected at $198 million at the midpoint, 1.6% above analysts’ estimates. Its GAAP profit of $0.18 per share was 77.5% above analysts’ consensus estimates.

Industrial equipment and engineered products manufacturer Albany (NYSE:AIN) announced better-than-expected revenue in Q2 CY2025, but sales fell by 6.2% year on year to $311.4 million. The company expects the full year’s revenue to be around $1.22 billion, close to analysts’ estimates. Its non-GAAP profit of $0.57 per share was 22.4% below analysts’ consensus estimates.

Online casino and sports betting company Rush Street Interactive (NYSE:RSI) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 22.2% year on year to $269.2 million. The company’s full-year revenue guidance of $1.08 billion at the midpoint came in 1.8% above analysts’ estimates. Its non-GAAP profit of $0.11 per share was 74.5% above analysts’ consensus estimates.

Hospitality and casino entertainment company MGM Resorts (NYSE:MGM) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 1.8% year on year to $4.40 billion. Its non-GAAP profit of $0.79 per share was 42.7% above analysts’ consensus estimates.

Aviation and fleet aftermarket services provider VSE Corporation (NASDAQ:VSEC) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 2.3% year on year to $272.1 million. Its non-GAAP profit of $0.97 per share was 38.2% above analysts’ consensus estimates.

Heavy equipment distributor Custom Truck One Source (NYSE:CTOS) announced better-than-expected revenue in Q2 CY2025, with sales up 20.9% year on year to $511.5 million. The company’s full-year revenue guidance of $2.02 billion at the midpoint came in 2.7% above analysts’ estimates. Its GAAP loss of $0.13 per share was significantly below analysts’ consensus estimates.

Funeral services company Service International (NYSE:SCI) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 3% year on year to $1.07 billion. Its non-GAAP profit of $0.88 per share was 3.6% above analysts’ consensus estimates.

Chicken producer Pilgrim’s Pride (NASDAQ:PPC) announced better-than-expected revenue in Q2 CY2025, with sales up 4.3% year on year to $4.76 billion. Its non-GAAP profit of $1.70 per share was 7.8% above analysts’ consensus estimates.

RFID manufacturer Impinj (NASDAQ:PI) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 4.5% year on year to $97.89 million. On top of that, next quarter’s revenue guidance ($92.5 million at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $0.80 per share was 13.6% above analysts’ consensus estimates.

Mortgage insurance provider Radian Group (NYSE:RDN) fell short of the market’s revenue expectations in Q2 CY2025, with sales flat year on year at $318 million. Its non-GAAP profit of $1.01 per share was 3.6% above analysts’ consensus estimates.

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 33.6% year on year to $5.17 billion. On top of that, next quarter’s revenue guidance ($5.2 billion at the midpoint) was surprisingly good and 10.8% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 10.3% above analysts’ consensus estimates.

Machine vision technology company Cognex (NASDAQ:CGNX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 4.1% year on year to $249.1 million. Guidance for next quarter’s revenue was optimistic at $255 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.25 per share was 5.8% above analysts’ consensus estimates.

American firearm manufacturing company Ruger (NYSE:RGR) announced better-than-expected revenue in Q2 CY2025, with sales up 1.3% year on year to $132.5 million. Its non-GAAP profit of $0.41 per share was 7.9% above analysts’ consensus estimates.

Commercial real estate lender Franklin BSP Realty Trust (NYSE:FBRT) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 188% year on year to $53.81 million. Its GAAP profit of $0.19 per share was 30.3% below analysts’ consensus estimates.

Electrical construction and infrastructure services provider MYR Group (NASDAQ:MYRG) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.6% year on year to $900.3 million. Its GAAP profit of $1.70 per share was 15.3% above analysts’ consensus estimates.

Medical device company DexCom (NASDAQ:DXCM) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 15.2% year on year to $1.16 billion. The company expects the full year’s revenue to be around $4.61 billion, close to analysts’ estimates. Its non-GAAP profit of $0.48 per share was 7.8% above analysts’ consensus estimates.

Network application delivery and security specialist F5 (NASDAQ:FFIV) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 12.2% year on year to $780.4 million. Guidance for next quarter’s revenue was better than expected at $790 million at the midpoint, 1.9% above analysts’ estimates. Its non-GAAP profit of $4.16 per share was 18.9% above analysts’ consensus estimates.

Leading data storage manufacturer Western Digital (NASDAQ: WDC) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 30% year on year to $2.61 billion. Its non-GAAP profit of $1.66 per share was 12.1% above analysts’ consensus estimates.

Wireless chipmaker Qualcomm (NASDAQ:QCOM) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 10.3% year on year to $10.37 billion. The company expects next quarter’s revenue to be around $10.7 billion, coming in 0.8% above analysts’ estimates. Its non-GAAP profit of $2.77 per share was 2.1% above analysts’ consensus estimates.

Data infrastructure software company, Confluent (NASDAQ:CFLT) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 20.1% year on year to $282.3 million. On the other hand, next quarter’s revenue guidance of $281.5 million was less impressive, coming in 3.7% below analysts’ estimates. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.

Building envelope solutions provider Carlisle Companies (NYSE:CSL) missed Wall Street’s revenue expectations in Q2 CY2025, with sales flat year on year at $1.45 billion. Its non-GAAP profit of $6.27 per share was 5.4% below analysts’ consensus estimates.

IT solutions provider Connection (NASDAQ:CNXN) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 3.2% year on year to $759.7 million. Its non-GAAP profit of $0.97 per share was 7.2% above analysts’ consensus estimates.