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.
The change in the inflationary outlook that hurt bonds in 2022 and persists today has diluted the diversification benefits of the plain vanilla 60/40 portfolio.
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.
MIMEDX Group (MDXG) reports record Q2 2025 earnings, beating revenue and EPS estimates with $98.61M in sales and $0.10 EPS. Stock surges 11.8% post-announcement.
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.
Employers Holdings Inc. (EIG) reported mixed Q2 2025 results, with revenue beating estimates at $246.3M but EPS missing at $0.48. Dividend held steady at $0.32 per share.
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.
Ebay reports strong second-quarter results, with revenue of $2.73B and EPS of $1.37. The company exceeds expectations and is well positioned for future growth.
Kite Realty Group Trust (KRG) reported strong Q2 2025 earnings, reversing last year's loss with $110.3M net income. EPS beat estimates at $0.51, though revenue slightly missed. Shares remained steady post-report.
Rush Street Interactive (NYSE:RSI) reported strong Q2 2025 results, beating revenue and EPS estimates. Shares surged 9.7% as the company raised full-year guidance, driven by growth in online gaming and sports betting.
TransMedics reported second-quarter financial results that were considerably better than most investors had anticipated. Investors were also pleased that TransMedics increased its guidance for the full 2025 year.
