Railway infrastructure company L.B. Foster (NASDAQ:FSTR) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 2% year on year to $143.6 million. The company’s full-year revenue guidance of $545 million at the midpoint came in 0.9% above analysts’ estimates. Its GAAP profit of $0.27 per share was 47.6% below analysts’ consensus estimates.
Project management software maker Monday.com (NASDAQ:MNDY) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 26.6% year on year to $299 million. The company expects next quarter’s revenue to be around $312 million, close to analysts’ estimates. Its non-GAAP profit of $1.09 per share was 27% above analysts’ consensus estimates.
Fresh produce company Dole (NYSE:DOLE) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 14.3% year on year to $2.43 billion. Its non-GAAP profit of $0.55 per share was 18.2% above analysts’ consensus estimates.
Telecommunications services provider Telephone and Data Systems (NYSE:TDS) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 4.2% year on year to $1.19 billion. Its GAAP loss of $0.05 per share was significantly below analysts’ consensus estimates.
Video sharing platform Rumble (NASDAQGM:RUM) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 11.6% year on year to $25.08 million. Its GAAP loss of $0.12 per share was 80% below analysts’ consensus estimates.
Education company Lincoln Educational (NASDAQ:LINC) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 13.2% year on year to $116.5 million. The company’s full-year revenue guidance of $495 million at the midpoint came in 1.2% above analysts’ estimates. Its non-GAAP profit of $0.09 per share was significantly above analysts’ consensus estimates.
Wireless telecommunications provider U.S. Cellular (NYSE:USM) announced better-than-expected revenue in Q2 CY2025, but sales fell by 1.2% year on year to $916 million. Its GAAP profit of $0.35 per share was 5.4% above analysts’ consensus estimates.
As expected, the US and China confirmed a 90-day extension of their trade truce, after several rounds of “productive” negotiations. This keeps tariffs steady until November.
Economist Peter Schiff is sounding the alarm on a potential merger of mortgage finance giants, the Federal National Mortgage Association (OTC: FNMA) or Fannie Mae, and the Federal Home Loan Mortgage Corp (OTC: FMCC), popularly known as Freddie Mac.
In this video, Ira Epstein discusses the recent developments in the metal markets, focusing on the impact of President Trump's decision to remove tariffs on gold imports, which led to a significant drop in gold prices.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
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 non-GAAP profit of $2.36 per share was 1.2% below analysts’ consensus estimates.
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Rock-bottom prices don't always mean rock-bottom businesses.
The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?
Speciality material and gas containment company Luxfer (NYSE:LXFR) announced better-than-expected revenue in Q2 CY2025, with sales up 4.3% year on year to $104 million. Its non-GAAP profit of $0.30 per share was 30.4% above analysts’ consensus estimates.
Packaged snacks company Mondelez (NASDAQ:MDLZ) announced better-than-expected revenue in Q2 CY2025, with sales up 7.7% year on year to $8.98 billion. Its non-GAAP profit of $0.73 per share was 7.6% above analysts’ consensus estimates.
Digital medical services platform Teladoc Health (NYSE:TDOC) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 1.6% year on year to $631.9 million. The company expects next quarter’s revenue to be around $625 million, close to analysts’ estimates. Its GAAP loss of $0.19 per share was 27.8% above analysts’ consensus estimates.
Entegris’ second quarter saw revenue and non-GAAP profit come in ahead of Wall Street expectations, but the market responded negatively due to ongoing margin pressures and a cautious industry outlook. Management cited robust performance in its Materials Solutions division, particularly in CMP slurries and pads, as well as early benefits from node transitions in logic and 3D NAND. However, the company faced headwinds in its Advanced Purity Solutions segment, where sales declined year-on-year due to reduced capital spending by semiconductor customers. CEO Bertrand Loy noted that operational inefficiencies and the impact of tariffs contributed to lower operating margins, emphasizing the complexity of managing production and inventory amid shifting trade policies.
Old Dominion’s second quarter was marked by continued softness in freight demand, resulting in a negative market reaction. Management attributed the underperformance to a persistent downturn in domestic shipping activity, with tonnage per day declining and increased overhead costs impacting profitability. CEO Marty Freeman highlighted that, despite these challenges, the team maintained its strategy of prioritizing service quality and disciplined pricing to offset cost pressures. Freeman also noted, “Although the challenging economic environment has persisted for longer than we anticipated, we have remained focused on what we can control as we work to ensure Old Dominion continues to deliver superior service to our customers while also operating efficiently.”
Columbus McKinnon’s second quarter saw a negative market reaction, as investors responded to a year-on-year sales decline and a sharp drop in operating margin. Management attributed these results mainly to persistent tariff pressures, a challenging macroeconomic environment, and unfavorable product mix. CEO David Wilson highlighted that short-cycle orders were down due to the implementation of tariff surcharges and broader policy uncertainty, particularly impacting the company’s U.S. and European operations. Wilson was cautious in his assessment, noting, “Tariffs were a headwind to operating profit and margins with a $4.2 million impact to gross profit.”
Global specialty insurer AXIS Capital Holdings Limited (NYSE:AXS) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 8.6% year on year to $1.63 billion. Its non-GAAP profit of $3.29 per share was 12.3% above analysts’ consensus estimates.
Freight delivery company Landstar (NASDAQ:LSTR) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1.1% year on year to $1.22 billion. Its non-GAAP profit of $1.20 per share was 2.4% above analysts’ consensus estimates.
Option Care Health’s second quarter was marked by robust top-line growth, but the market reacted negatively to the results. Management credited the double-digit revenue increase to strong execution in both acute and chronic therapy portfolios, as well as deeper partnerships with payers and pharmaceutical manufacturers. CEO John Rademacher noted, “Our national scale and nimble operating model enabled us to deliver consistent results despite industry headwinds.” Gross profit dollar growth was supported by therapy mix and productivity gains, though limited distribution and rare therapies weighed on gross margin rates.
John Bean’s second quarter results were met with a positive market reaction, as the company delivered notable revenue growth and exceeded Wall Street’s expectations. Management attributed the strong quarter to higher recurring revenue, robust equipment demand in poultry, and early integration benefits from the Marel combination. CEO Brian Deck highlighted that the company’s “broad portfolio and end market exposures” helped offset sector-specific challenges, with EMEA and Latin America performing especially well, and a solid $1.4 billion backlog supporting near-term visibility.
Aerospace and defense company Boeing (NYSE:BA) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 34.9% year on year to $22.75 billion. Its non-GAAP loss of $1.24 per share was 5.8% above analysts’ consensus estimates.
Avis faced a challenging second quarter, with the market reacting sharply to lower-than-expected non-GAAP profit despite stable revenue. Management attributed the underperformance to significant headwinds from auto recalls and delays in new vehicle deliveries, which disrupted fleet rotation and added unexpected costs. CEO Brian Choi described the recall situation as “a gut punch,” noting it affected a key segment of the fleet and created operational hurdles. Uncertainty in the used car market and tariffs also weighed on execution during the quarter.
Household products company Reynolds (NASDAQ:REYN) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, 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.
Communications chips maker Qorvo (NASDAQ: QRVO) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 7.7% year on year to $818.8 million. On top of that, next quarter’s revenue guidance ($1.03 billion at the midpoint) was surprisingly good and 7% above what analysts were expecting. Its non-GAAP profit of $0.92 per share was 46.2% above analysts’ consensus estimates.
Republic Services’ second quarter results were met with a negative market reaction, as the company’s sales growth lagged Wall Street’s expectations. Management attributed the underperformance primarily to ongoing softness in construction and manufacturing end markets, which dampened volumes in the core collection business and Environmental Solutions segment. CEO Jon Vander Ark pointed to “robust earnings growth and margin expansion,” but acknowledged that demand challenges persisted, particularly in sectors affected by economic uncertainty and project delays. The company’s resilience was supported by strong pricing actions and a focus on operational efficiency, helping offset flat overall sales volumes.
Car rental services provider Avis (NASDAQ:CAR) announced better-than-expected revenue in Q2 CY2025, but sales were flat year on year at $3.04 billion. Its non-GAAP profit of $0.98 per share was 44.7% below analysts’ consensus estimates.
Leonardo DRS met Wall Street’s revenue expectations for the second quarter, but the market responded negatively due to concerns around margin pressure and operational challenges. Management cited strong demand across electric power and propulsion, naval computing, and advanced infrared sensing as primary growth drivers. CEO Bill Lynn pointed to “a complex operational environment,” noting that germanium supply chain disruptions and rising raw material costs affected profitability, particularly in the advanced sensing segment. Increased internal research and development spending also weighed on margins, as leadership acknowledged these investments were necessary to keep pace with evolving defense requirements.
Online travel agency Booking Holdings (NASDAQ:BKNG) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 16% year on year to $6.80 billion. Its non-GAAP profit of $55.40 per share was 9.9% above analysts’ consensus estimates.
Hershey’s second quarter performance surpassed Wall Street’s expectations, reflecting a meaningful rebound in sales volumes and continued brand investment. Management highlighted that consumer demand for both chocolate and salty snacks improved, driven by innovation, expanded shelf space, and promotional activity. CEO Michele Buck pointed to the company’s ability to grow volumes in a challenging environment, emphasizing that "top line momentum" and strategic reinvestment in marketing and technology were key to the quarter’s outcome. The company also acknowledged ongoing pressures from commodity costs, particularly cocoa, and noted progress in profit recovery initiatives.
Casino resort and entertainment company Red Rock Resorts (NASDAQ:RRR) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 8.2% year on year to $526.3 million. Its non-GAAP profit of $0.48 per share was 17.8% above analysts’ consensus estimates.
Harley-Davidson’s second quarter saw sales and profitability fall short of Wall Street expectations, yet the market responded positively, reflecting investor focus on management’s proactive steps. CEO Jochen Zeitz attributed the quarter’s performance to a planned reduction in motorcycle shipments and ongoing softness in discretionary spending, especially in North America. Management cited elevated interest rates, global tariff uncertainty, and softer customer demand as key factors impacting retail sales and operating margins. Zeitz highlighted, “We remained disciplined in promotions, even as competitors leaned heavily on promotional activity,” emphasizing Harley-Davidson’s approach to maintaining brand value over volume.
Regional banking company Northwest Bancshares (NASDAQ:NWBI) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 53.5% year on year to $150.4 million. Its non-GAAP profit of $0.30 per share was 7.1% above analysts’ consensus estimates.
Health insurance company Humana (NYSE:HUM) reported revenue ahead of Wall Street’s expectations 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 non-GAAP profit of $6.27 per share was 6.9% above analysts’ consensus estimates.
The stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
The stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
Manufacturing company IDEX (NYSE:IEX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, 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.
