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Lifestyle clothing conglomerate VF Corp (NYSE:VFC) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $1.76 billion. On the other hand, next quarter’s revenue guidance of $2.68 billion was less impressive, coming in 1.9% below analysts’ estimates. Its non-GAAP loss of $0.24 per share was 29.1% above analysts’ consensus estimates.

Fast-food chain Wingstop (NASDAQ:WING) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 12% year on year to $174.3 million. Its non-GAAP profit of $1 per share was 15.1% above analysts’ consensus estimates.

Safety and security company Federal Signal (NYSE:FSS) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 15.1% year on year to $564.6 million. The company’s full-year revenue guidance of $2.1 billion at the midpoint came in 2.2% above analysts’ estimates. Its non-GAAP profit of $1.17 per share was 10.5% above analysts’ consensus estimates.

Real estate services firm Newmark (NASDAQ:NMRK) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 19.9% year on year to $759.1 million. The company’s full-year revenue guidance of $3.15 billion at the midpoint came in 2.7% above analysts’ estimates. Its non-GAAP profit of $0.31 per share was 17% above analysts’ consensus estimates.

Power transmission and fluid power solutions provider Gates Corporation (NYSE:GTES) beat Wall Street’s revenue expectations in Q2 CY2025, but sales were flat year on year at $883.7 million. Its non-GAAP profit of $0.39 per share was 3% above analysts’ consensus estimates.

Industrial technology company Fortive (NYSE:FTV) met Wall Street’s revenue expectations in Q2 CY2025, but sales were flat year on year at $1.02 billion. Its non-GAAP profit of $0.58 per share was 2.1% below analysts’ consensus estimates.

Household products company Reynolds (NASDAQ:REYN) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $938 million. On the other hand, next quarter’s revenue guidance of $887.3 million was less impressive, coming in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.39 per share was 3.9% above analysts’ consensus estimates.

Auto services provider Monro (NASDAQ:MNRO) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 2.7% year on year to $301 million. Its non-GAAP profit of $0.22 per share was 48.6% above analysts’ consensus estimates.

Equipment distributor Watsco (NYSE:WSO) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 3.6% year on year to $2.06 billion. Its GAAP profit of $4.52 per share was 5.6% below analysts’ consensus estimates.

Bedding manufacturer and retailer Sleep Number (NASDAQ:SNBR) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 19.7% year on year to $327.9 million. The company’s full-year revenue guidance of $1.45 billion at the midpoint came in 4.3% below analysts’ estimates. Its GAAP loss of $1.09 per share was significantly below analysts’ consensus estimates.

Aerospace and defense company Leonardo DRS (NASDAQ:DRS) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 10.1% year on year to $829 million. The company’s full-year revenue guidance of $3.56 billion at the midpoint came in 1.2% above analysts’ estimates. Its non-GAAP profit of $0.23 per share was 7.4% above analysts’ consensus estimates.

Environmental and industrial services company Clean Harbors (NYSE:CLH) missed Wall Street’s revenue expectations in Q2 CY2025, with sales flat year on year at $1.55 billion. Its GAAP profit of $2.36 per share was 1.2% below analysts’ consensus estimates.

Tobacco company Altria (NYSE:MO) announced better-than-expected revenue in Q2 CY2025, but sales were flat year on year at $5.29 billion. Its non-GAAP profit of $1.44 per share was 4% above analysts’ consensus estimates.

Insurance data analytics provider Verisk Analytics (NASDAQ:VRSK) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 7.8% year on year to $772.6 million. The company’s full-year revenue guidance of $3.11 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.88 per share was 6.1% above analysts’ consensus estimates.

Pool equipment and automation systems manufacturer Hayward Holdings (NYSE:HAYW) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 5.3% year on year to $299.6 million. The company expects the full year’s revenue to be around $1.09 billion, close to analysts’ estimates. Its non-GAAP profit of $0.24 per share was 6.1% above analysts’ consensus estimates.

Electronic component provider Littelfuse (NASDAQ:LFUS) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 9.8% year on year to $613.4 million. On top of that, next quarter’s revenue guidance ($620 million at the midpoint) was surprisingly good and 6.7% above what analysts were expecting. Its non-GAAP profit of $2.85 per share was 22.2% above analysts’ consensus estimates.

Manufacturing company IDEX (NYSE:IEX) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.2% year on year to $865.4 million. On the other hand, next quarter’s revenue guidance of $818.2 million was less impressive, coming in 5.6% below analysts’ estimates. Its non-GAAP profit of $2.07 per share was 4% above analysts’ consensus estimates.

Freight carrier Old Dominion (NASDAQ:ODFL) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 6.1% year on year to $1.41 billion. Its GAAP profit of $1.27 per share was 1.1% below analysts’ consensus estimates.

Online marketplace Etsy (NASDAQ:ETSY) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 3.8% year on year to $672.7 million. Its GAAP profit of $0.25 per share was 49.3% below analysts’ consensus estimates.

Payroll and HR services provider Automatic Data Processing (NASDAQ:ADP) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 7.5% year on year to $5.13 billion. The company expects next quarter’s revenue to be around $5.10 billion, close to analysts’ estimates. Its non-GAAP profit of $2.26 per share was 1.5% above analysts’ consensus estimates.

Eyecare company Bausch + Lomb (NYSE:BLCO) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 5.1% year on year to $1.28 billion. The company’s full-year revenue guidance of $5.1 billion at the midpoint came in 1.4% above analysts’ estimates. Its non-GAAP profit of $0.07 per share was 16.9% below analysts’ consensus estimates.

Coconut water company The Vita Coco Company (NASDAQ:COCO) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 17.1% year on year to $168.8 million. On the other hand, the company’s full-year revenue guidance of $572.5 million at the midpoint came in 0.6% below analysts’ estimates. Its GAAP profit of $0.38 per share was 7.3% above analysts’ consensus estimates.

Alternate site health provider Option Care Health (NASDAQ:OPCH) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 15.4% year on year to $1.42 billion. The company expects the full year’s revenue to be around $5.58 billion, close to analysts’ estimates. Its non-GAAP profit of $0.41 per share was 3.3% above analysts’ consensus estimates.

Packaged foods company Kraft Heinz (NASDAQ:KHC) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, but sales fell by 1.9% year on year to $6.35 billion. Its non-GAAP profit of $0.69 per share was 8.4% above analysts’ consensus estimates.

Shoe and apparel company Steven Madden (NASDAQ:SHOO) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 6.8% year on year to $559 million. Its non-GAAP profit of $0.20 per share was 17% below analysts’ consensus estimates.

Rigid packaging solutions manufacturer Silgan Holdings (NYSE:SLGN) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 11.4% year on year to $1.54 billion. Its non-GAAP profit of $1.01 per share was 2.1% below analysts’ consensus estimates.

Industrial component provider Timken (NYSE:TKR) announced better-than-expected revenue in Q2 CY2025, but sales were flat year on year at $1.17 billion. Its non-GAAP profit of $1.42 per share was 4.3% above analysts’ consensus estimates.

American motorcycle manufacturing company Harley-Davidson (NYSE:HOG) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 35.5% year on year to $1.04 billion. Its GAAP profit of $0.88 per share was 8.6% below analysts’ consensus estimates.

Tanking company Scorpio Tankers (NYSE:STNG) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 38.4% year on year to $230.2 million. Its GAAP profit of $1.53 per share was 46% above analysts’ consensus estimates.

Chocolate company Hershey (NYSE:HSY) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 26% year on year to $2.61 billion. Its non-GAAP profit of $1.21 per share was 20.4% above analysts’ consensus estimates.

Higher education company Strategic Education (NASDAQ:STRA) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 2.9% year on year to $321.5 million. Its non-GAAP profit of $1.52 per share was 6% above analysts’ consensus estimates.

Material handling equipment manufacturer Columbus McKinnon (NASDAQ:CMCO) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 1.6% year on year to $235.9 million. Its non-GAAP profit of $0.50 per share was 7% above analysts’ consensus estimates.

Biotechnology company United Therapeutics (NASDAQ:UTHR) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 11.7% year on year to $798.6 million. Its GAAP profit of $6.41 per share was 6.9% below analysts’ consensus estimates.

Healthcare technology company GE HealthCare Technologies (NASDAQ:GEHC) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.5% year on year to $5.01 billion. Its non-GAAP profit of $1.06 per share was 15.5% above analysts’ consensus estimates.

HVAC company Trane (NYSE:TT) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 8.3% year on year to $5.75 billion. Its non-GAAP profit of $3.88 per share was 2.3% above analysts’ consensus estimates.

Freight Delivery Company ArcBest (NASDAQ:ARCB) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 5.2% year on year to $1.02 billion. Its non-GAAP profit of $1.36 per share was 7.1% below analysts’ consensus estimates.

Health insurance company Humana (NYSE:HUM) announced better-than-expected revenue in Q2 CY2025, with sales up 9.6% year on year to $32.39 billion. The company’s full-year revenue guidance of $128 billion at the midpoint came in 1% above analysts’ estimates. Its GAAP profit of $4.51 per share was 24% below analysts’ consensus estimates.

Agriculture products company SiteOne Landscape Supply (NYSE:SITE) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 3.4% year on year to $1.46 billion. Its GAAP profit of $2.86 per share was 0.5% below analysts’ consensus estimates.

Semiconductor materials supplier Entegris (NASDAQ:ENTG) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 2.5% year on year to $792.4 million. On the other hand, next quarter’s revenue guidance of $800 million was less impressive, coming in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.66 per share was 3.1% above analysts’ consensus estimates.

Fresh produce company Fresh Del Monte (NYSE:FDP) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 3.8% year on year to $1.18 billion. Its non-GAAP profit of $1.23 per share was 29.5% above analysts’ consensus estimates.

Power generation products company Generac (NYSE:GNRC) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 6.3% year on year to $1.06 billion. Its non-GAAP profit of $1.65 per share was 24.6% above analysts’ consensus estimates.

Data center products and services company Vertiv (NYSE:VRT) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 35.1% year on year to $2.64 billion. On top of that, next quarter’s revenue guidance ($2.55 billion at the midpoint) was surprisingly good and 5.2% above what analysts were expecting. Its non-GAAP profit of $0.95 per share was 13.9% above analysts’ consensus estimates.

Online freelance marketplace Fiverr (NYSE:FVRR) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 14.8% year on year to $108.6 million. On the other hand, next quarter’s revenue guidance of $107.5 million was less impressive, coming in 1.4% below analysts’ estimates. Its non-GAAP profit of $0.75 per share was 16% above analysts’ consensus estimates.

RenaissanceRe delivered a solid second quarter, outperforming Wall Street’s expectations for both revenue and adjusted earnings per share. Management attributed this performance to the company’s diversified underwriting portfolio, improved investment returns, and a recovery in fee income from its capital partners business. CEO Kevin O’Donnell emphasized that growth in tangible book value per share and robust operating return on equity were achieved despite recent catastrophe events and active share repurchases. The quarter also benefited from favorable reserve development across multiple accident years, with CFO Bob Qutub noting strong underwriting income and the successful execution of midyear property catastrophe renewals.

Covenant Logistics delivered a Q2 that outperformed Wall Street’s expectations, prompting a positive market reaction. Management attributed the revenue gains to expansion in its dedicated fleet, new business wins in its Managed Freight segment, and the successful integration of a small acquisition. CEO David Parker cited receding impacts of adverse weather and avian influenza as additional tailwinds, but acknowledged that rising costs and claims expenses continued to compress margins, particularly in the company’s core asset-based truckload operations. Parker observed, “We see a path to improving fundamentals as the year develops.”

General Dynamics delivered a second quarter that exceeded Wall Street’s expectations, prompting a positive market response. Management attributed the company’s performance to robust order activity, especially in the Marine Systems segment, and continued operational improvements within Aerospace. CEO Phebe Novakovic highlighted strong operating leverage, noting that all four business segments contributed to the company’s year-over-year growth in revenue, earnings, and cash generation. Management credited record backlog levels and improved supply chain performance, particularly for Gulfstream jets, as key drivers behind the quarter’s results.

CSX’s second quarter results were met with a positive market response, reflecting operational improvements and cost control after a challenging start to the year. Management attributed the quarter’s recovery to decisive actions that improved network velocity and reduced disruptions, with CEO Joe Hinrichs highlighting that “the momentum behind [the results] is a result of deliberate and effective actions taken to return our network back to the efficient, well-run operation needed.” Upgrades in train handling, cost reductions, and progress on major infrastructure projects contributed to the sequential rebound, even as overall sales volumes remained flat and certain segments, such as coal, continued to face pricing headwinds.

Stewart Information Services delivered a quarter that surpassed Wall Street’s expectations, with management attributing the results to strong momentum in commercial and agency services businesses despite a challenging housing market. CEO Frederick Eppinger pointed to a 20% revenue increase and a 48% rise in adjusted earnings per share, crediting targeted investments in talent, expansion in small commercial, and geographic diversification. Eppinger highlighted, “Inventories have improved in volume and quality over the past several months, which could be a precursor to some improvement in the market,” while also noting that the spring selling season was muted and homes were sitting longer, reflecting ongoing affordability concerns.

Knight-Swift Transportation’s second quarter results were driven by a combination of ongoing softness in freight demand and the company’s response to volatile trade dynamics. Management attributed the stable revenue performance to a flexible over-the-road network, disciplined cost reductions, and margin improvement, particularly in the Truckload segment. CEO Adam Miller noted that while the anticipated surge in import-driven freight did not materialize, the company’s ability to adapt its fleet and contain costs prevented a deeper revenue decline. The growing contribution from the U.S. Xpress brand and a steady expansion of the less-than-truckload (LTL) network also supported the quarter’s results.

Teledyne’s second quarter results surpassed Wall Street’s expectations for both revenue and non-GAAP profit, with strong contributions from Energy, Defense, and Digital Imaging segments. However, the market reacted negatively, as management expressed caution regarding potential pull-forward of demand in short-cycle businesses due to anticipated U.S. trade policy changes. CEO Robert Mehrabian noted, “We’re being a little cautious, worrying about whether [the] second quarter strength in our short-cycle businesses resulted from accelerated demand in advance of planned U.S. trade policy announcements.” This caution and uncertainty on the sustainability of short-term growth appeared to weigh on investor sentiment.

Travel + Leisure’s second quarter results were received positively by the market, as the company’s revenue performance modestly surpassed Wall Street expectations and non-GAAP profits matched consensus. Management attributed this outcome to resilient demand in its core Vacation Ownership segment, which offset softness in its Travel and Membership business. CEO Michael Brown highlighted “continued strength in our Vacation Ownership business, which more than offset softer performance in travel and membership,” emphasizing gains in both tour flow and volume per guest. Investments in technology and customer engagement also contributed to year-over-year improvements in key operational metrics.

Waste Connections delivered second quarter results that modestly exceeded Wall Street’s expectations on both revenue and non-GAAP profit, but the market responded negatively, likely reflecting caution around certain operational headwinds. Management attributed the quarter’s performance to effective pricing strategies, improvements in employee retention, and disciplined cost control, which helped offset volume declines and continued pressure from commodity-related activities. CEO Ronald Mittelstaedt emphasized, “We overcame headwinds from incremental weakness in commodities, RINs and cyclical volumes and still delivered margins consistent with our guidance.”

ServiceNow’s Q2 results were met with a strongly positive market reaction, reflecting the company’s ability to surpass Wall Street expectations on both revenue and non-GAAP profit. Management credited the performance to widespread customer adoption of its AI-powered Now Assist products, a surge in large enterprise deals, and robust demand across all workflow segments. CEO Bill McDermott noted, “AI is what changed. And agentic AI is transforming the business model every company in the world.” The quarter also saw notable strength in technology workflows and increased renewal activity, supported by early on-premises contract renewals.

Hilton’s second quarter results came in above Wall Street’s revenue and profit expectations, yet the market response was negative as investors weighed softer demand trends in key segments. CEO Christopher Nassetta attributed the quarter’s performance to continued strength in Hilton’s international markets, particularly the Middle East, Africa, and Asia Pacific (excluding China), while domestic U.S. and Chinese markets faced headwinds. Nassetta explained, “Performance was driven by continued strength in the Middle East, Africa region and Asia Pacific ex China but offset by softer trends in the U.S. and China.” Business travel and group bookings remained under pressure, but leisure demand held up, helped by an elongated spring break window.

Selective Insurance Group’s second quarter results were met with a negative market reaction, as the company’s non-GAAP earnings per share fell short of Wall Street’s expectations. Management pointed to continued strength in investment income and solid performance in its Excess and Surplus and Personal Lines segments. However, unfavorable reserve development in casualty lines, specifically general liability and commercial auto, drove up the combined ratio. CEO John Marchioni acknowledged, “We responded to elevated recent accident year paid emergence this quarter,” emphasizing that these pressures were broad-based across geographies and industries, not isolated to specific accounts.

Otis’ second quarter results were met with a negative market reaction as the company’s revenue missed Wall Street expectations and organic sales declined. Management attributed the flat sales to continued softness in the New Equipment segment, especially driven by economic weakness in China and project delays in the U.S. CEO Judy Marks explained that, “the main challenge this quarter was a greater than 20% decline in China New Equipment sales, along with slower project execution in North America due to uncertainty around global trade policies.” Service segment performance remained a bright spot, with maintenance and repair revenue supported by a growing installed base and improved pricing, but these gains were not enough to offset challenges elsewhere.

Annaly Capital Management’s second quarter results reflected the impact of ongoing market volatility and evolving housing sector conditions. Despite a year-over-year increase in sales and non-GAAP earnings per share exceeding consensus, the company’s revenue fell well below Wall Street’s expectations. Management attributed performance to disciplined portfolio management across agency mortgage-backed securities, residential credit, and mortgage servicing rights. CEO David Finkelstein highlighted, “Q2 marked the seventh consecutive quarter of generating a positive economic return for our shareholders, demonstrating the diversification benefit of our three fully scaled housing finance strategies.”

Globe Life’s second quarter results were received positively by the market, as management pointed to steady premium growth in both life and health insurance segments alongside improved agent recruitment. Co-CEO Matt Darden highlighted that exclusive agencies grew agent count sequentially by 6%, signaling potential for sustained future sales. In addition, the company benefited from favorable mortality trends, which reduced policy obligations and supported stronger underwriting margins. Management attributed much of the margin improvement to these mortality gains and operational efficiency initiatives, including administrative expense control and enhanced use of technology to boost sales conversion rates.

Graco’s second quarter results disappointed expectations, and the market responded negatively, as management pointed to muted organic sales and margin compression. The quarter was defined by weak demand in North American construction markets and the lingering impact of tariffs, which drove higher costs and pressured margins. CEO Mark Sheahan described the operating environment as "choppy or sluggish," noting that delays in end-user project decisions and persistent housing affordability issues weighed on the Contractor segment. Management also highlighted that recent acquisitions, while contributing to top-line growth, came with integration costs and further margin dilution.

Churchill Downs’ second quarter results surpassed Wall Street’s expectations, with management attributing the outperformance to strong demand for the Kentucky Derby and continued momentum in the company’s Historical Racing Machine (HRM) operations. CEO Bill Carstanjen emphasized that ticketing strategies, increased premium experiences, and enhanced media exposure were central to driving higher attendance and wagering. He pointed to the expansion of Derby Week, saying, “We will continue to deliver special customer experiences while selectively and thoughtfully pricing them based on rising customer demand, especially for our premium offerings.”

Thermo Fisher’s second quarter saw a positive market response, as the company surpassed Wall Street’s revenue and adjusted profit expectations. Management attributed the quarter’s performance to robust growth in pharma and biotech, especially in bioproduction and Pharma Services, alongside strong execution in their research and safety market channel. CEO Marc Casper emphasized that “customer uptake is very strong” for the company’s Accelerator Drug Development solution, and highlighted sequential improvement in clinical research. However, Casper also noted mid-single-digit declines in academic and government markets, and low single-digit declines in diagnostics and health care, reflecting ongoing hesitancy and demand headwinds in these segments.

Prosperity Bancshares faced a challenging second quarter, as its revenue growth did not meet Wall Street’s expectations and the market responded with a sharp decline in the company’s stock. Management attributed the quarter’s performance to seasonally lower deposits, with a particular impact from reductions in public funds and higher-cost deposits acquired in previous deals. CEO David Zalman highlighted that loan growth was mainly driven by seasonal strength in the mortgage warehouse business, while core commercial lending saw modest gains. Noninterest expenses were kept in check, but asset quality metrics saw an uptick in nonperforming assets, largely due to previously acquired loans and a specific increase in single-family mortgages.

ASGN’s second quarter results were well received by the market, with revenue surpassing Wall Street expectations despite a modest year-over-year decline. Management attributed this performance to continued momentum in IT consulting, particularly in data, cloud, and AI-driven projects, which now account for a larger share of overall business. CEO Ted Hanson highlighted that commercial consulting bookings, especially in verticals like consumer and industrial, remain robust due to clients prioritizing technology modernization. Hanson noted, “Our IT consulting revenues continue to grow, reaching approximately 63% of revenues for the second quarter.”

Wyndham’s second quarter was met with a positive market response, driven by ongoing system growth, a significant increase in ancillary fee streams, and resilience in both domestic and international royalty rates. Management pointed to a 4% expansion in its global hotel system and nearly 20% growth in ancillary fees as central to performance. CEO Geoffrey Ballotti highlighted new technology-driven initiatives and partnerships, such as the launch of Wyndham Connect PLUS and new food and beverage integrations, as contributors to operational improvement and franchisee engagement.

United Community Banks delivered second quarter results that met Wall Street’s revenue expectations and saw adjusted earnings per share come in above consensus. Management attributed the performance to a combination of net interest margin expansion and disciplined expense control. CEO Lynn Harton highlighted the stabilizing effect of lower deposit costs and resilient credit quality, noting, “We continue to enjoy solid growth in earnings.” The integration of American National Bank and targeted loan growth contributed to steady operational performance, while ongoing improvement in nonperforming assets reflected a stable risk environment.

Amphenol’s second quarter was marked by robust top-line growth and significant margin expansion, with results surpassing Wall Street expectations. Management attributed the strong performance primarily to broad-based growth across all end markets, but especially to accelerated demand for products supporting artificial intelligence (AI) infrastructure. CEO Adam Norwitt emphasized that Amphenol’s “outstanding execution” enabled the company to deliver above even its customers’ already high expectations for AI-related shipments, noting that “roughly two-thirds of our growth” in the IT datacom segment stemmed from AI applications.

First American Financial’s second quarter saw a positive market response, driven by robust commercial segment performance despite ongoing challenges in the U.S. residential housing market. Management highlighted a 33% year-over-year increase in commercial revenue, with CEO Mark Seaton attributing this to broad-based demand across asset classes, particularly industrial and multifamily deals. Investment income also contributed meaningfully, benefiting from escrow deposits linked to commercial activity. Seaton stated, “Our commercial business also drives much of our escrow deposits, which helped drive investment income.” However, residential purchase revenue remained under pressure due to continued home affordability issues and elevated mortgage rates.

Popular’s second quarter results reflected strong underlying business trends, with management highlighting higher net interest income, expanding net interest margin, and robust loan and deposit growth as key drivers. CEO Javier Ferrer pointed to a “very strong 13.3% return on tangible common equity,” supported by disciplined credit quality and a $900 million increase in loans. CFO Jorge Garcia attributed the improved results to balance sheet growth and asset repricing, while also noting that deposit retention strategies contributed to lower deposit costs. Management also underscored improved credit performance and operational discipline as factors supporting profitability.

Mr. Cooper Group’s second quarter results were largely shaped by a challenging mortgage environment, with management citing persistent high interest rates and subdued home sales as key obstacles. Despite these headwinds, CEO Jay Bray pointed to the company’s ability to maintain “consistent recurring and predictable performance,” highlighting operating leverage and the benefits of scale. The company noted that operational efficiencies, particularly through technology investments, underpinned steady results in both servicing and originations, even as competitors struggled with profitability. Management was candid about the impact of paused share repurchases and the temporary drag from integration costs, but emphasized that asset quality and liquidity remained solid.

AT&T’s second quarter results met market expectations for both revenue and profitability, reflecting steady execution in its core Mobility and Consumer Wireline businesses. Management attributed the quarter’s performance to continued subscriber growth in postpaid wireless and fiber broadband services, as well as an acceleration in converged offerings—customers taking both fiber and wireless plans. CEO John Stankey highlighted, “Our convergence trend accelerated in the second quarter, driven by growth in new customer relationships that subscribe to both our fiber and 5G services.” Cost efficiencies and network modernization also contributed to improved operating margins.

Robert Half’s second quarter results reflected ongoing softness in staffing demand, as revenue declined year over year and operating margins compressed sharply. Management attributed these trends to persistent global economic uncertainty, which extended client and job seeker caution, elongated decision cycles, and subdued hiring activity. CEO M. Keith Waddell noted that revenue levels stabilized at lower levels by the end of the quarter and that “the tone of client conversations has definitely gotten better in the last few weeks.” Despite the challenging environment, the company maintained stable gross margin rates and continued to generate positive operating cash flow.

BankUnited’s second quarter results slightly surpassed Wall Street’s revenue and profit expectations, driven by growth in non-interest-bearing deposit accounts and disciplined management of funding costs. Management attributed the strong performance to a favorable shift in the deposit mix, with Chairman and CEO Raj Singh noting, “NIDDA is now 32% of total deposits,” reflecting a strategic milestone. The bank also benefited from a notable reduction in deposit costs and a corresponding expansion in net interest margin, offsetting only modest loan growth and continued runoff in the residential portfolio. Credit quality trends were mixed, with improvement in criticized and classified loans but some expected migration of office-related loans into nonperforming status.

Live Oak Bancshares’ second quarter results reflected strong momentum in core lending and deposit activities, with management attributing performance to robust loan originations and continued growth in new checking relationships. President William Losch III highlighted the “positive momentum across all areas,” noting that new initiatives like Live Oak Express and increased cross-sell into checking accounts contributed to top-line expansion. Management also pointed to improving credit quality and disciplined underwriting standards as supporting factors for the quarter’s profitability.

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.