Proto Labs’ third quarter results were marked by a negative market reaction, despite exceeding Wall Street’s revenue and earnings expectations. Management attributed the company’s performance to robust demand for U.S. CNC machining and sheet metal services, particularly in aerospace, defense, robotics, and semiconductors. CEO Suresh Krishna highlighted improved execution in the U.S. go-to-market teams and noted, “Our record revenue was led by increased demand in our U.S. CNC machining and sheet metal offer ...

T. Rowe Price’s third quarter reflected moderate growth, with results surpassing Wall Street’s expectations for both revenue and adjusted earnings. Management attributed the company’s performance to a combination of solid investment returns across equity and fixed income, as well as progress in its exchange-traded fund (ETF) business and alternative investment strategies. CEO Rob Sharps pointed to an improvement in one-year fund performance and highlighted positive momentum in the firm’s retirement-focused ...

Industrial machinery company Parker-Hannifin (NYSE:PH) reported revenue ahead of Wall Streets expectations in Q3 CY2025, with sales up 3.7% year on year to $5.08 billion. Its non-GAAP profit of $7.22 per share was 9% above analysts’ consensus estimates. Is now the time to buy PH? Find out in our full research report (it’s free for active Edge members). Parker-Hannifin (PH) Q3 CY2025 Highlights: Revenue: $5.08 billion vs analyst estimates of $4.94 billion (3.7% year-on-year growth, 2.9% beat) Adjusted ...

Carlyle’s third quarter results drew a negative market reaction as the firm missed Wall Street’s revenue and profit expectations, driven by a 12.6% year-over-year decline in sales and weaker performance in private equity realizations. Management attributed the underperformance primarily to a quieter quarter for private equity exits and volatile public markets, while highlighting ongoing strength in credit and secondary solutions. CEO Harvey Schwartz acknowledged, “It’s just part of the private equity busin ...

Commercial lighting and retail display solutions provider LSI (NASDAQ:LYTS) reported Q3 CY2025 results beating Wall Street’s revenue expectations , with sales up 13.9% year on year to $157.2 million. Its non-GAAP profit of $0.31 per share was 10.7% above analysts’ consensus estimates. Is now the time to buy LYTS? Find out in our full research report (it’s free for active Edge members). LSI (LYTS) Q3 CY2025 Highlights: Revenue: $157.2 million vs analyst estimates of $149.5 million (13.9% year-on-year gr ...

Agricultural and farm machinery company Titan (NSYE:TWI) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 4.1% year on year to $466.5 million. On the other hand, next quarter’s revenue guidance of $397.5 million was less impressive, coming in 5.5% below analysts’ estimates. Its GAAP loss of $0.04 per share was $0.01 below analysts’ consensus estimates. Is now the time to buy TWI? Find out in our full research report (it’s free for active Edge members). Titan International (TWI) Q3 CY2 ...

Church & Dwight delivered a notably positive third quarter, with management attributing performance to broad-based share gains across both value and premium products. CEO Richard Dierker emphasized the success of ARM & HAMMER in value laundry, as well as strong growth from personal care brands like THERABREATH and HERO. The recent acquisition of TOUCHLAND, which exceeded early expectations in the hand sanitizer category, also contributed to the company’s outperformance. Dierker noted, "Our innovation is pe ...

Charter's third quarter results met Wall Street's expectations on revenue but fell short on non-GAAP profit, with adjusted EPS coming in below consensus. The company attributed its performance to ongoing competition in the broadband market, subdued activity in new customer acquisitions, and a challenging advertising environment. CEO Christopher Winfrey described the operating conditions as "competitive with new competitors and the macro environment that hasn't gotten better," noting that low move rates and ...

AbbVie’s third quarter results were marked by strong year-on-year revenue growth, driven primarily by continued momentum in its immunology and neuroscience portfolios. Management pointed to sales growth from Skyrizi and Rinvoq, as well as double-digit expansion in neuroscience products, as key contributors to the performance. However, despite surpassing Wall Street revenue and profit estimates, the market reacted negatively, reflecting heightened concern over a sharp drop in operating margin and the persis ...

Leon Cooperman (Omega Family Office) asked if Arbor would use capital for share buybacks given the stock’s discount to book value. Elenio responded that insiders continue to buy shares personally and that the company would consider buybacks as capital allows.Crispin Love (Piper Sandler) sought confirmation that third quarter net interest income represented a trough, given one-time adjustments. Elenio concurred, saying further delinquencies may occur but resolutions should outweigh new defaults, improving th ...