Sensor manufacturer Sensata Technology (NYSE:ST) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 8.9% year on year to $943.4 million. The company expects next quarter’s revenue to be around $915 million, close to analysts’ estimates. Its non-GAAP profit of $0.87 per share was 4% above analysts’ consensus estimates.
Unprofitable companies face headwinds as they struggle to keep operating expenses under control.
Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
Business software provider Freshworks (NASDAQ: FRSH) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 17.5% year on year to $204.7 million. The company expects next quarter’s revenue to be around $208.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.18 per share was 55.9% above analysts’ consensus estimates.
Freight delivery company Werner (NASDAQ:WERN) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1% year on year to $753.1 million. Its non-GAAP profit of $0.11 per share was significantly above analysts’ consensus estimates.
IDEX’s second quarter results were marked by better-than-expected revenue and non-GAAP profitability, but the market responded negatively, with shares declining significantly following the report. Management attributed the quarter’s performance to strong execution across its business segments, especially in data center, pharmaceutical, and defense applications. However, CEO Eric Ashleman noted that “unpredictable trade policy changes and tariff announcements” led to dynamic swings in customer order patterns, freezing some large orders and creating volatility in demand. This environment, particularly in recently acquired businesses, slowed growth and contributed to a less favorable outlook for the remainder of the year.
Data protection and security software company Varonis (NASDAQ:VRNS) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 16.7% year on year to $152.2 million. Guidance for next quarter’s revenue was optimistic at $165.5 million at the midpoint, 2.5% above analysts’ estimates. Its non-GAAP profit of $0.03 per share was $0.02 above analysts’ consensus estimates.
Waste management company Republic Services (NYSE:RSG) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 4.6% year on year to $4.24 billion. The company’s full-year revenue guidance of $16.71 billion at the midpoint came in 0.9% below analysts’ estimates. Its non-GAAP profit of $1.77 per share was 0.9% above analysts’ consensus estimates.
Oncology (cancer) diagnostics company NeoGenomics (NASDAQ:NEO) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 10.2% year on year to $181.3 million. The company’s full-year revenue guidance of $723 million at the midpoint came in 2.9% below analysts’ estimates. Its non-GAAP profit of $0.03 per share was in line with analysts’ consensus estimates.
Solar tracker company Nextracker (NASDAQ:NXT) announced better-than-expected revenue in Q2 CY2025, with sales up 20% year on year to $864.3 million. On the other hand, the company’s full-year revenue guidance of $3.33 billion at the midpoint came in 0.7% below analysts’ estimates. Its non-GAAP profit of $1.16 per share was 13.4% above analysts’ consensus estimates.
Hotel and casino entertainment company Caesars Entertainment (NASDAQ:CZR) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 2.7% year on year to $2.91 billion. Its non-GAAP loss of $0.20 per share was significantly below analysts’ consensus estimates.
Clean Harbors’ second quarter results were broadly in line with market expectations for profitability but fell short on revenue, as sales remained flat year over year. Management cited continued strength in Environmental Services, improved cost control, and margin gains despite fewer large emergency response projects. Co-CEO Eric Gerstenberg pointed to higher utilization and pricing in core disposal and recycling, while CFO Michael Battles noted that Safety-Kleen’s shift to charging for used oil collection supported margins. Management was cautious around industrial customer spending but highlighted stabilization in key business lines.
Restaurant company Cheesecake Factory (NASDAQ:CAKE) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 5.7% year on year to $955.8 million. Its non-GAAP profit of $1.16 per share was 9.2% above analysts’ consensus estimates.
Trane Technologies’ second quarter performance met Wall Street’s revenue expectations, but the market reacted negatively, reflecting investor concern over ongoing headwinds in residential HVAC and margin stability. Management attributed the quarter’s results to significant growth in Americas commercial HVAC—particularly in complex applied solutions—while acknowledging that residential revenues fell short due to a temporary shortage of R-454B refrigerant cylinders. CEO David Regnery noted, “Orders for Applied Solutions surged by over 60% in the quarter,” highlighting robust demand across key verticals like healthcare, government, and data centers.
Hitting a new 52-week low can be a pivotal moment for any stock.
These floors often mark either the beginning of a turnaround story or confirmation that a company faces serious headwinds.
Hayward’s second quarter results were well received by the market, as the company outperformed Wall Street’s revenue and profit expectations. Management attributed the solid performance to margin expansion driven by productivity initiatives, a favorable product mix, and disciplined execution in both North America and Europe. CEO Kevin Holleran highlighted, “This represents the 10th consecutive quarter of year-over-year gross margin expansion, a direct result of the strong performance of our commercial and operations teams.” The aftermarket segment remained resilient despite ongoing pressures in more discretionary categories like new pool construction and remodeling.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence.
With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Each stock in this article is trading near its 52-week high.
These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.
Fresh Del Monte’s second quarter saw a positive market response, as strong sales in premium pineapple varieties and robust fresh-cut fruit demand offset ongoing supply challenges and higher costs. Management credited the company’s brand leadership in pineapples and operational agility in fresh-cut products for supporting margin stability. CEO Mohammad Abu-Ghazaleh highlighted new international expansion for Pinkglow pineapples and the company’s proactive response to logistical disruptions in Costa Rica. He also emphasized the broader industry impact of rising crop diseases, particularly affecting banana supply.
Alternate site health provider Option Care Health (NASDAQ:OPCH) reported Q2 CY2025 results exceeding the market’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 3.6% above analysts’ consensus estimates.
Reynolds’ second quarter was marked by stable sales volumes and flat year-on-year revenue, which nevertheless surpassed Wall Street’s expectations. The market responded positively, reflecting confidence in Reynolds’ ability to manage a mixed operating environment. CEO Scott Huckins credited volume gains across waste bags, private label food bags, and party cups, highlighting the impact of new products like Hefty Fabuloso scented waste bags and ECOSAVE compostable cutlery. Management emphasized that product innovation and targeted value offerings were central to share gains, even as consumer confidence declined.
Data storage manufacturer Seagate (NASDAQ:STX) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 29.5% year on year to $2.44 billion. On the other hand, next quarter’s revenue guidance of $2.5 billion was less impressive, coming in 2.5% below analysts’ estimates. Its non-GAAP profit of $2.59 per share was 6% above analysts’ consensus estimates.
Banks use their capital and expertise to help businesses grow while offering consumers essential financial products like mortgages and credit cards. But worries about an economic slowdown and potential credit deterioration have kept sentiment in check,
and over the past six months, the banking industry has tumbled by 5.9%. This drop is a noticeable divergence from the S&P 500’s 5.4% return.
Verisk's second quarter results met Wall Street’s revenue expectations, but the market responded negatively, with shares trading down sharply post-release. Management attributed operating momentum to broad-based subscription growth, disciplined cost management, and healthy margin expansion across its insurance analytics businesses. CEO Lee Shavel highlighted the company’s continued transformation into an integrated technology network, with new AI-powered solutions and expanded data offerings playing a central role. However, management acknowledged persistent headwinds in the auto and sustainability segments, as well as tougher year-over-year comparisons due to strong prior performance. CFO Elizabeth Mann noted that some competitive pressures and government contract reductions also impacted transactional revenue growth.
Biopharma manufacturing company Repligen Corporation (NASDAQ:RGEN) announced better-than-expected revenue in Q2 CY2025, with sales up 14.8% year on year to $182.4 million. The company’s full-year revenue guidance of $725 million at the midpoint came in 2.1% above analysts’ estimates. Its non-GAAP profit of $0.37 per share was 5% below analysts’ consensus estimates.
Sleep Number’s second quarter was marked by a significant revenue decline and a non-GAAP loss that fell short of Wall Street’s expectations, leading to a sharp negative market reaction. Management pointed to an intentional and deep reduction in marketing spend as a primary driver behind the lower sales, with CEO Linda Findley explaining, “We took the necessary actions to reset the marketing program with a 30% cut to Q2 year-over-year marketing spend.” The company’s leadership adopted a self-critical tone, acknowledging that these cuts, while necessary to improve efficiency, contributed to the revenue shortfall.
Newmark’s second quarter results were met with a positive market reaction, reflecting strong revenue and profit growth that surpassed Wall Street’s expectations. Management attributed this performance to broad-based gains across major business lines, with CEO Barry Gosin highlighting double-digit growth in office and retail leasing, significant market share gains in capital markets, and a notable 135% increase in debt volumes. The firm’s expanding leasing footprint and robust activity in key markets like New York and San Francisco were emphasized as primary drivers.
Bedding manufacturer and retailer Sleep Number (NASDAQ:SNBR) missed Wall Street’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 non-GAAP loss of $0.82 per share was significantly below 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.
Medical device company Penumbra (NYSE:PEN) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 13.4% year on year to $339.5 million. The company’s full-year revenue guidance of $1.36 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $0.86 per share was 4.7% above analysts’ consensus estimates.
Video game publisher Electronic Arts (NASDAQ:EA) reported Q2 CY2025 results exceeding the market’s revenue expectations, but sales were flat year on year at $1.67 billion. On the other hand, next quarter’s revenue guidance of $1.8 billion was less impressive, coming in 5.9% below analysts’ estimates. Its GAAP profit of $0.79 per share was 25.7% above analysts’ consensus estimates.
Coffeehouse chain Starbucks (NASDAQ:SBUX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 3.8% year on year to $9.46 billion. Its non-GAAP profit of $0.50 per share was 22.6% below analysts’ consensus estimates.
Freshworks’ Q2 results outpaced Wall Street’s revenue and profit expectations, yet the market responded negatively, reflecting concerns about future growth and profitability. Management credited the quarter’s performance to robust expansion in its Employee Experience and Customer Experience platforms, with CEO Dennis Woodside highlighting, “Our strategy has focused on three key growth drivers: investing in Employee Experience, delivering AI capabilities, and accelerating adoption in customer experience.” The company pointed to steady demand for its AI-powered solutions and significant customer wins across both new and existing accounts as major contributors to quarterly growth.
Bedding and comfort retailer Purple (NASDAQ:PRPL) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 12.6% year on year to $105.1 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 1.7% above analysts’ estimates. Its non-GAAP loss of $0.11 per share was in line with 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 non-GAAP profit of $1.27 per share was 1.2% below analysts’ consensus estimates.
Auto services provider Monro (NASDAQ:MNRO) reported Q2 CY2025 results beating Wall Street’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.
Illinois Tool Works navigated a mixed second quarter, with flat organic sales masking notable differences across its business segments. Management cited strong execution on pricing actions to offset tariffs and highlighted sequential improvement in both revenue and operating income compared to the prior quarter. CEO Chris O’Herlihy pointed to "meaningful strategic progress" and emphasized the company’s ability to control margin drivers, while CFO Michael Larsen acknowledged that some price increases were "modestly margin dilutive" in the quarter. Strength in Asia Pacific and key product lines was offset by ongoing weakness in consumer-oriented and construction markets.
Humana delivered a second quarter that outpaced Wall Street’s expectations, with management highlighting CenterWell Pharmacy’s strong performance and stable medical cost trends as key drivers. CEO James Rechtin attributed the positive results to “better-than-expected individual Medicare Advantage membership” and a rebound of members who returned to Humana after trying other plans. Management also pointed to efforts streamlining the prior authorization process and investments in improving the member experience as contributors to the quarter’s outcomes.
Fresh produce company Fresh Del Monte (NYSE:FDP) reported Q2 CY2025 results exceeding the market’s revenue expectations, 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.
Varonis delivered a second quarter that exceeded Wall Street’s revenue and non-GAAP profit expectations, with the market responding positively. Management attributed the outperformance to robust demand for its SaaS platform and managed data detection and response (MDDR) offerings, which together drove annual recurring revenue (ARR) growth and continued customer expansion. CEO Yakov Faitelson emphasized the company’s data-first approach, stating, “Our Q2 performance reflects our continued strong ARR growth and cash flow generation as we accelerate towards the completion of our SaaS transition and make investments to capture our growing market opportunity.”
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.
American motorcycle manufacturing company Harley-Davidson (NYSE:HOG) missed Wall Street’s revenue expectations in Q2 CY2025, with sales falling 19.3% year on year to $1.31 billion. Its non-GAAP profit of $0.88 per share was 5.4% below analysts’ consensus estimates.
VF Corp’s Q2 results drew a negative market reaction, with management highlighting ongoing operational transformation and persistent challenges in its Vans brand as key factors. CEO Bracken Darrell emphasized that while the company made progress on cost reduction and organizational restructuring, “turnarounds, by definition, start with declines.” The North Face and Timberland brands posted growth, but Vans’ continued decline weighed on sentiment. Management acknowledged that deliberate channel rationalization actions and slow traffic in key markets affected performance, noting the company remains focused on restoring growth across its portfolio.
86 percent of people stressed over food was somewhat of a surprise to me. 74 percent stressed over housing was not a surprise. There will be cutbacks elsewhere.
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.
The wearable medical robotics maker slashed its 2025 revenue forecast and posted a wider-than-expected quarterly loss due to weaker lead quality, slower conversions, and rising costs.
GE HealthCare’s second quarter results were met with a negative market reaction, despite revenue and non-GAAP profit exceeding Wall Street expectations. Management attributed revenue growth to strong demand in the U.S. and EMEA, robust performance in Imaging and Advanced Visualization Solutions, and record backlog levels. However, CEO Peter Arduini cautioned that margin pressure from tariffs and unfavorable mix within certain product lines offset much of the top-line momentum. CFO Jay Saccaro noted that, “tariffs accounted for about half of the year-over-year gross margin decline,” and flagged increased product investments and service contract startup costs as additional margin headwinds.
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance.
Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Werner’s second-quarter results reflected improving fundamentals, as the company delivered revenue and non-GAAP profit above Wall Street expectations despite a slight year-over-year sales decline. Management attributed the quarter’s performance to operational discipline, technology-driven efficiency gains, and the ramp-up of new Dedicated fleet wins. CEO Derek Leathers pointed out, “We generated solid results… including year-over-year growth in revenue net of fuel surcharge for the first time in 6 quarters,” highlighting sequential improvements in both their core Truckload Transportation Services (TTS) and Logistics segments.
