News und Analysen
Nerdy Q2 Earnings Call Highlights
Key Points
- Interested in Nerdy Inc.? Here are five stocks we like better.
- Q2 performance improved: Revenue fell 4% year over year to $43.3 million, but gross margin expanded to 64.7%, net loss
Nuveen Churchill Direct Lending Q2 Earnings Call Highlights
Key Points
- Interested in Nuveen Churchill Direct Lending Corp.? Here are five stocks we like better.
- Income covered the base distribution: Second-quarter net investment income remained $0.41
MSC Income Fund Q2 Earnings Call Highlights
Key Points
- Interested in MSC Income Fund? Here are five stocks we like better.
- Strong quarterly performance: MSC Income Fund reported a 15.9% annualized return on equity, a 4% sequential
Marcus & Millichap Q2 Earnings Call Highlights
Key Points
- Interested in Marcus & Millichap, Inc.? Here are five stocks we like better.
- Strong Q2 recovery: Revenue rose 18% to $203 million, while net income improved to $4 million from an $11
Magnolia Oil & Gas Q2 Earnings Call Highlights
Key Points
- Interested in Magnolia Oil & Gas Corp? Here are five stocks we like better.
- Record production and stronger outlook: Second-quarter production rose 8% year over year to 106,100 BOE per
Miller Industries Q2 Earnings Call Highlights
Key Points
- Interested in Miller Industries, Inc.? Here are five stocks we like better.
- Strong second-quarter performance: Revenue rose 12.1% year over year to $240 million, while diluted EPS
Mayville Engineering Q2 Earnings Call Highlights
Key Points
- Interested in Mayville Engineering Company, Inc.? Here are five stocks we like better.
- Q2 sales exceeded expectations: Revenue rose 23.2% year over year to $163 million, including
Main Street Capital Q2 Earnings Call Highlights
Key Points
- Interested in Main Street Capital Corporation? Here are five stocks we like better.
- Main Street Capital delivered strong Q2 performance, with an 18.9% annualized return on equity, a
LATAM Airlines Group Q2 Earnings Call Highlights
Key Points
- Interested in LATAM Airlines Group S.A.? Here are five stocks we like better.
- LATAM remained profitable despite a severe fuel-cost shock: Fuel prices rose more than 80% year over year
James Hardie Industries Q1 Earnings Call Highlights
Key Points
- Interested in James Hardie Industries PLC.? Here are five stocks we like better.
- James Hardie exceeded Q1 guidance: Reported sales rose 64% to $1.47 billion, while Adjusted EBITDA
Iron Mountain Q2 Earnings Call Highlights
Key Points
- Interested in Iron Mountain Incorporated? Here are five stocks we like better.
- Iron Mountain reported record Q2 2026 results, with revenue up 19% year over year to $2.03 billion and
Itau Unibanco Q2 Earnings Call Highlights
Key Points
- Interested in Itau Unibanco Holding S.A.? Here are five stocks we like better.
- Strong profitability: Itaú Unibanco’s recurring net income rose 7.8% year over year to BRL 12.4
Howmet Aerospace Q2 Earnings Call Highlights
Key Points
- Interested in Howmet Aerospace Inc.? Here are five stocks we like better.
- Howmet exceeded Q2 guidance, with revenue up 24% year over year, adjusted EBITDA up 39%, adjusted EPS up 46%
Hudson Pacific Properties Q2 Earnings Call Highlights
Key Points
- Interested in Hudson Pacific Properties, Inc.? Here are five stocks we like better.
- Record leasing improved Hudson Pacific’s office metrics: The company signed 1.3 million square feet
Horace Mann Educators Q2 Earnings Call Highlights
Key Points
- Interested in Horace Mann Educators Corporation? Here are five stocks we like better.
- Horace Mann raised its 2026 core earnings guidance to $4.60–$4.90 per share after reporting
Hamilton Insurance Group Q2 Earnings Call Highlights
Key Points
- Interested in Hamilton Insurance Group, Ltd.? Here are five stocks we like better.
- Hamilton reported strong profitability despite catastrophe losses: Second-quarter net income was
HCI Group Q2 Earnings Call Highlights
Key Points
- Interested in HCI Group, Inc.? Here are five stocks we like better.
- Strong second-quarter results: HCI Group’s pre-tax income rose 18% year over year to more than $110 million
Goldman Sachs BDC Q2 Earnings Call Highlights
Key Points
- Interested in Goldman Sachs BDC, Inc.? Here are five stocks we like better.
- Q2 net investment income rose to $0.38 per share, supported by higher investment income, restored
Flotek Industries Q2 Earnings Call Highlights
Key Points
- Interested in Flotek Industries, Inc.? Here are five stocks we like better.
- Record second-quarter performance: Revenue rose 70% year over year to nearly $100 million, while adjusted
ESAB Q2 Earnings Call Highlights
Key Points
- Interested in ESAB Corporation? Here are five stocks we like better.
- Record Q2 performance: ESAB’s sales rose 13% year over year to $766 million, while adjusted EBITDA increased 8%
Ero Copper Q2 Earnings Call Highlights
Key Points
- Interested in Ero Copper Corp.? Here are five stocks we like better.
- Strong second-quarter performance: Ero Copper generated approximately $138 million in operating cash flow and $144
Encompass Health Q2 Earnings Call Highlights
Key Points
- Interested in Encompass Health Corporation? Here are five stocks we like better.
- Strong second-quarter performance prompted higher 2026 guidance: Revenue rose 9.6%, adjusted EBITDA
Devon Energy Q2 Earnings Call Highlights
Key Points
- Interested in Devon Energy Corporation? Here are five stocks we like better.
- Devon exceeded Q2 guidance, generating $1.7 billion in adjusted free cash flow while beating targets for
Dynatrace Q1 Earnings Call Highlights
Key Points
- Interested in Dynatrace, Inc.? Here are five stocks we like better.
- Dynatrace exceeded Q1 guidance: ARR rose 17% year over year to $2.14 billion, while revenue reached $555 million
Diversified Energy Q2 Earnings Call Highlights
Key Points
- Interested in Diversified Energy Company PLC? Here are five stocks we like better.
- Second-quarter results were solid: Diversified Energy reported $240 million in adjusted EBITDA