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Pool equipment and automation systems manufacturer Hayward Holdings (NYSE:HAYW) reported Q2 CY2025 results beating Wall Street’s revenue expectations, 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.

Sensata Technologies’ second quarter results were met with a negative market reaction, despite revenue and non-GAAP earnings per share coming in above Wall Street expectations. Management pointed to operational improvements, such as a sharp rise in free cash flow conversion and successful mitigation of tariff costs, as key drivers of the quarter. CEO Stephan Von Schuckmann highlighted the company’s focus on operational excellence and working capital optimization, noting, “Our cash conversion rate in the second quarter was 91%, a significant step-up from our first quarter.” The team also cited progress in new product launches in the Sensing Solutions segment and resilience in key end markets. However, end-market volatility, particularly in heavy vehicle and off-road (HVOR) markets, continued to weigh on overall performance.

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.

Healthcare technology company GE HealthCare Technologies (NASDAQ:GEHC) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, 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.

AXIS Capital’s second quarter results met Wall Street’s revenue expectations, with sales rising 8.6% year over year to $1.63 billion and operating earnings per share hitting a record $3.29—12% higher than the prior year quarter. Management attributed this performance to strong premium growth, especially in the insurance segment’s U.S. excess casualty and professional liability lines, with further traction from new offerings like Allied Health and Environmental products. At the same time, CEO Vincent Tizzio highlighted continued investments in underwriting technology, disciplined risk selection, and a focus on maintaining premium adequacy amid industry volatility. The company’s leadership acknowledged that competitive dynamics and uncertainty—from trade disruptions and inflation to ongoing property and cyber headwinds—continue to shape the risk environment and guide a cautious approach to sustaining profitability.

Altria’s second quarter results were well received by the market, as the company surpassed Wall Street’s revenue and profit expectations despite flat sales year over year. Management attributed the performance to robust growth in the oral tobacco segment, particularly from the on! nicotine pouch brand, which led to substantial profit gains within the segment. CEO William Gifford emphasized the success of targeted marketing efforts and increased brand awareness for on!, noting that “on!’s improving financial performance drove the majority of the oral segment’s substantial profit growth for the quarter.” The company also cited disciplined price management and targeted efforts in the discount cigarette segment as important contributors.

Landstar’s second quarter results were met with a negative market reaction, reflecting investor concerns about persistent softness in the freight environment. Despite a modest year-over-year decline in overall sales, management pointed to sequential improvements in truck revenue per load and highlighted the strong performance of the company’s heavy haul segment. CEO Frank Lonegro noted, “Truck revenue was up year-over-year for the first time since the third quarter of 2022,” emphasizing both the resilience of Landstar’s network and the adaptability of its independent business owners.

Monro’s second quarter results received a negative market reaction, as investors digested management’s explanation for margin pressures and continued structural changes. The company attributed core performance to the successful closure of 145 underperforming stores, ongoing efforts to optimize merchandising, and targeted customer acquisition strategies. CEO Peter Fitzsimmons noted, “The closure of these stores will have limited impact on our total sales, but is expected to deliver meaningful improvement to our profitability.” Despite steady same-store sales growth and cost control in continuing operations, higher technician labor costs and material inflation weighed on gross margins, leading management to acknowledge a cautious outlook for near-term profitability.

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.

AMC CEO Adam Aron revealed that he has switched from Google to OpenAI's ChatGPT and discussed how artificial intelligence is transforming the company's operations, driving growth, and fueling future investments.

Semiconductor materials supplier Entegris (NASDAQ:ENTG) announced better-than-expected revenue in Q2 CY2025, 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.

Teladoc’s second quarter results reflected a mix of headwinds and operational progress, with the company’s revenue and adjusted EBITDA exceeding Wall Street expectations but overall sales declining year-over-year. Management attributed the performance to ongoing softness in BetterHelp’s U.S. cash pay business, partially offset by growth in Integrated Care and international markets. CEO Charles Divita noted continued traction with recently launched offerings and emphasized, “We’re in a stronger position to execute in an evolving market.” The market’s modestly negative reaction followed cautious commentary on consumer sentiment and the competitive landscape in virtual mental health.

Luxfer’s second quarter results reflected steady execution in its core markets, with growth driven primarily by robust defense restocking and continued strength in aerospace. Management pointed to sustained demand for products such as MREs, flares, and UGR-E platforms within the Elektron segment, as well as a sequential improvement in gas cylinders, particularly for space exploration and specialty industrial applications. CEO Andy Butcher attributed the quarter’s solid margins to both favorable product mix and disciplined pricing actions, noting, “Q2 demonstrated strong execution, portfolio quality and the earnings power of our core businesses.”

Manufacturing company Illinois Tool Works (NYSE:ITW) announced better-than-expected revenue in Q2 CY2025, but sales were flat year on year at $4.05 billion. Its GAAP profit of $2.58 per share was 0.8% above analysts’ consensus estimates.

Caesars Entertainment’s second quarter was marked by a mix of digital momentum and challenges in its core Las Vegas business, which contributed to a negative market reaction. Management attributed the digital segment’s strength to product innovation, notably the launch of a universal digital wallet and proprietary player account management system in Nevada. However, CEO Tom Reeg described the Las Vegas market as “softer than last year,” citing lower high-end gaming activity and a shorter booking window as key issues. Regional operations were also affected by construction-related disruptions and specific one-time events.

Penumbra’s second quarter saw strong momentum, with management attributing outperformance to robust adoption in its U.S. thrombectomy business and the successful rollout of new products like RUBY XL in embolization. CEO Adam Elsesser highlighted the company’s focus on expanding its commercial infrastructure and noted, “Our U.S. thrombectomy business led overall growth... reflecting strong continued adoption and ramping utilization of our CAVT portfolio.” Management also pointed to improved operational execution following the buildout of specialized sales teams, supporting growth across both the thrombectomy and embolization franchises.

Material handling equipment manufacturer Columbus McKinnon (NASDAQ:CMCO) reported Q2 CY2025 results exceeding 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.

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 2.5% above analysts’ estimates. Its non-GAAP profit of $0.31 per share was 17% 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.

Nextracker’s second quarter results were met with a negative market reaction despite the company delivering both revenue and non-GAAP earnings above Wall Street expectations. Management attributed the quarter’s performance to strong global demand for its solar tracker systems, expansion of its U.S. supply chain, and stable project execution. CEO Dan Shugar highlighted the company’s ability to navigate a shifting U.S. policy landscape, stating, “Our ability to consistently execute in challenging conditions speaks to the strength of our team, differentiated products and the quality of our customer relationships.” Ongoing policy uncertainty and investor concern about forward momentum appeared to weigh on sentiment.

Boeing’s second quarter was marked by significant year-on-year growth in sales volumes and revenue, yet the market responded negatively to the results. Management attributed the quarter’s improvement to higher aircraft deliveries, particularly in its commercial airplane division, along with operational changes that reduced production bottlenecks. CEO Robert K. Ortberg highlighted that the company delivered its highest number of commercial jets since 2018 and noted, “almost every customer I talk to has said they're seeing higher quality airplane deliveries.” However, persistent challenges remain, including the need to further stabilize production lines and manage ongoing supply chain risks.

Qorvo’s Q2 results were received positively by the market, reflecting stronger-than-expected revenue and profitability. Management attributed the quarter’s performance to a combination of content growth with its largest customer, expanding demand in defense and aerospace, and disciplined cost controls through factory consolidation. CEO Robert Bruggeworth emphasized that Qorvo’s investments in high-value product categories and ongoing exit from lower-margin Android businesses are reshaping the company’s revenue mix. The team also highlighted progress in next-generation Wi-Fi and ultra-wideband solutions, with design wins across automotive and industrial customers supporting diversification beyond core smartphone markets.

Nancy Pelosi accuses Texas Republicans of trying to cheat in the election fight. Democrats left the state to block GOP proposals and rallied in Sacramento.

NeoGenomics’ second quarter was met with a significant negative market reaction, reflecting disappointment over a shortfall in revenue compared to Wall Street expectations and a decrease in full-year guidance. Management attributed the underperformance primarily to ongoing challenges in its pharma services business and a delayed launch of a key new product. CEO Anthony Zook acknowledged, “We missed our revenue guide this quarter. It’s unacceptable. We understand that and take responsibility for it.” The company did highlight solid growth in its core clinical business and continued share gains in high-value testing segments, but external headwinds and internal execution delays weighed on results.

Food processing and aviation equipment manufacturer John Bean (NYSE:JBT) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 132% year on year to $934.8 million. The company’s full-year revenue guidance of $3.7 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.49 per share was 16.4% above analysts’ consensus estimates.

Red Rock Resorts delivered a strong second quarter, with its Las Vegas operations achieving all-time high net revenue and adjusted EBITDA, reflecting continued momentum across its core properties and the Durango Casino Resort. Management credited the company's ability to capture increased visitation, especially among local guests, and highlighted the success of targeted investments in high-limit gaming and hotel amenities. CFO Stephen Cootey noted, "Our Las Vegas operations delivered its highest quarterly net revenue and adjusted EBITDA in our 49-year history, all while sustaining near record adjusted EBITDA margin." The company also reported steady growth in its customer database, with Durango adding over 108,000 new customers since opening.

Northwest Bancshares delivered solid revenue and non-GAAP profit growth in the second quarter, outpacing Wall Street expectations, but the market response was notably negative. Management attributed performance to strong net interest margin and improved fee income, supported by prudent expense control even as the company completed the Penns Woods merger. CEO Louis Torchio emphasized the operational complexity and successful execution of the integration, stating, “Closing the largest transaction in our company's history, while continuing to deliver strong operational and financial performance is a result of the cumulative effort of many months of hard work by our team.” The company also reported stable credit quality and deposit growth, but investors appear focused on near-term merger costs and uncertainties.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Seagate’s most recent quarter delivered growth above Wall Street’s expectations, but the market responded negatively, reflecting some caution. Management attributed the strong performance to ongoing demand from cloud providers and a successful ramp of its advanced nearline and HAMR-based hard drives. CEO Dave Mosley highlighted that "record gross margins" and robust exabyte shipments were underpinned by product transitions and discipline in aligning supply with demand. The company also emphasized operational improvements and increased adoption of high-capacity drives by major cloud customers as key contributors to the quarter’s results.

Starbucks’ second quarter results showed a mix of progress and ongoing challenges, as revenue growth exceeded Wall Street’s expectations but profit margins remained under pressure. Management attributed the quarter’s performance to investments in its “Back to Starbucks” plan, adding labor hours, and rolling out new operational standards. CEO Brian Niccol described these efforts as foundational, stating, “We’re fixing the operational foundations of the business and building a platform for innovation in 2026.” While international markets delivered solid gains, U.S. comparable sales remained subdued, with management emphasizing that early turnaround efforts are only just beginning to show results.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Booking’s second quarter performance surpassed Wall Street’s expectations, with management attributing growth to robust demand across global markets and the continued expansion of its alternative accommodations and loyalty initiatives. CEO Glenn Fogel emphasized the strength in Europe and Asia, while noting that the U.S. showed improvement but continued to lag other regions. Management pointed to the growing adoption of the Genius loyalty program and a strong increase in room nights, particularly in Asia, as key contributors to the quarter’s results. Fogel highlighted, “Our top line trends saw solid improvement with room nights, gross bookings and revenue, all exceeding our prior expectations.”

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

The Cheesecake Factory’s second quarter results were well received by the market, reflecting a combination of menu innovation and disciplined operational execution. Management pointed to a 1.2% increase in comparable restaurant sales, with record average weekly sales and elevated unit volumes. CEO David Overton credited new menu introductions and consistently high guest satisfaction scores as central drivers of performance. Additionally, operational improvements, including enhanced labor productivity and wage management, contributed to the highest four-wall restaurant margin in eight years. Management emphasized that these gains were achieved without relying on discounting, reinforcing the company’s differentiated positioning within the casual dining sector.

Mondelez’s second quarter results were met with a negative market reaction, despite revenue and non-GAAP profit both surpassing Wall Street expectations. Management highlighted that pricing actions and strong international performance offset ongoing volume declines, particularly in North America. CEO Dirk Van de Put pointed to “continued weakness in North America, but we had a strong quarter in the rest of the world,” attributing results to global diversification and stable demand for snacking categories. The company’s focus on cost discipline and selective price increases helped lift operating margins, even as consumer anxiety weighed on U.S. performance.

Repligen’s second quarter results were met with a significant positive response from the market, reflecting robust top-line performance and strong operational execution. Management attributed the company’s momentum to broad-based growth across its core franchises—chromatography, filtration, and capital equipment—with particular strength in large-scale columns and hardware placements. CEO Olivier Loeillot emphasized that “17% organic non-COVID growth, the highest rate since 2022,” underscored a continued bioprocessing recovery, with order growth exceeding revenue for the eighth consecutive quarter. The company also noted improved performance in strategic accounts and a rebound in China orders, while highlighting operational investments to manage lead times and customer demand.

Purple’s second quarter results met Wall Street’s top- and bottom-line expectations, but the company’s 12.6% year-over-year revenue decline and negative market reaction reflected ongoing challenges. Management attributed performance to a mix of supply constraints in new product launches, evolving retail partnerships, and persistent tariff-related margin pressures. CEO Robert DeMartini noted that demand for the Rejuvenate 2.0 mattress exceeded supply, particularly in showrooms, and highlighted that the timing of inventory shipments to Mattress Firm and wholesale door exits from the previous year weighed on reported revenue. The company was candid about the temporary nature of these headwinds, emphasizing ongoing cost actions and operational improvements to support recovery.

The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to volatility as many lack the scale advantages of their larger peers.

Electronic Arts’ second quarter results were met with a positive market reaction, with revenue and profit both surpassing Wall Street expectations. Management credited the performance to deepening engagement across its core sports franchises, notably Global Football (FC), Madden NFL, and the continued momentum of Apex Legends. CEO Andrew Wilson highlighted that “community events like Team of the Season and innovative integrations, such as live MLS matches in FC Mobile, drove player engagement and retention.” The company also benefited from strong catalog sales and new content, particularly within its live service portfolio.

Consumer discretionary businesses are levered to the highs and lows of economic cycles. Over the past six months, it seems like demand trends are working against their favor as the industry has tumbled by 5.8%. This performance is a noticeable divergence from the S&P 500’s 5.4% return.

From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 13.8% over the past six months. This drawdown is a stark contrast from the S&P 500’s 5.4% gain.

Blowing away their Q2 expectations last week, Willdan Group and Sterling Infrastructure both reported record revenue and net income for the quarter, driven by their exceptional execution in high-growth infrastructure sectors.

Global Industrial delivered a positive second quarter, with results surpassing Wall Street’s revenue and non-GAAP profit expectations. Management attributed this outperformance to robust growth among its largest strategic accounts and improved gross margins, aided by price capture and cost control initiatives. CEO Anesa Chaibi highlighted that, despite tariff-related market disruptions, the company’s ability to mitigate risks and maintain product availability played a central role. Chaibi stated, “We grew the top line each month during the period and have seen growth continue into July,” emphasizing the strength of the company’s core customer relationships and execution.

Industrial and commercial distributor Global Industrial (NYSE:GIC) announced better-than-expected revenue in Q2 CY2025, with sales up 3.2% year on year to $358.9 million. Its non-GAAP profit of $0.65 per share was 31.3% above analysts’ consensus estimates.