Key Takeaways Boeing's commercial jet deliveries jumped 63% in Q2 2025, led by strong 737 growth.Commercial unit revenues soared 81% and 75% in the first two quarters of 2025.New deals with Cathay Pacific, Gulf Air and Qatar Airways bolster Boeing's order book.The Boeing Company (BA) is seeing steady progress in its commercial airplane segment, driven by rising demand for aircraft amid growing global air traffic, encouraging airlines to expand their fleet significantly. Resultantly, Boeing’s commercial jets ...

Key Takeaways Data Vantage is expected to deliver mid to high single-digit organic net revenue growth in 2025CBOE benefits from a diversified business mix that ensures steady revenue generation.CBOE continues to build global breadth through strategic acquisitions while generating cost synergies.Cboe Global Markets, Inc. (CBOE) shares have gained 26.1% in the year-to-date period, outperforming the industry's growth of 15.9%, the Finance sector’s return of 12.5% and the Zacks S&P 500 composite’s rise of 9.8%. ...

ATLANTA, Aug. 25, 2025 (GLOBE NEWSWIRE) -- A shareholder class action lawsuit has been filed against Nutex Health Inc. (“Nutex” or the “Company”) (NASDAQ: NUTX). The lawsuit alleges that Defendants made materially false and/or misleading statements and/or failed to disclose material adverse information regarding Nutex’s business, operations, and prospects, including allegations that: (i) HaloMD was achieving lucrative arbitration results for Nutex by engaging in a coordinated scheme to defraud insurance com ...

Key Takeaways Carnival's Paradise Collection and fleet upgrades drive pricing power and long-term brand positioningRoyal Caribbean expands with Star of the Seas, Celebrity Xcel, and exclusive destination projects.CCL stock has surged 40.7% in three months, trading at a lower forward P/E than RCL's 19.87X multiple.Carnival Corporation & plc (CCL) and Royal Caribbean Cruises Ltd. (RCL) represent two of the largest players in the global cruise industry, yet they are pursuing distinctly different strategies to ...

Key Takeaways Kratos posted 17.1% revenue growth, raised 2025 guidance and strengthened cash reserves.L3Harris' EPS grew 15.8%, satellite facilities expanded and NTS-3 navigation satellite launched.KTOS stock soared 195.4% in a year, far outpacing LHX's 20.4% growth, though LHX trades at lower valuation.As global defense spending rises amid geopolitical tensions, companies like Kratos Defense & Security Solutions, Inc. (KTOS) and L3Harris Technologies, Inc. (LHX) are gaining increased attention from investo ...

ALBUQUERQUE, N.M., Aug. 25, 2025 /PRNewswire/ -- Today, TXNM Energy (NYSE: TXNM) filed applications for approval of its proposed acquisition by Blackstone Infrastructure with the New Mexico Public Regulation Commission (NMPRC), Public Utility Commission of Texas (PUCT) and Federal Energy Regulatory Commission (FERC).NMPRC ApplicationThe NMPRC regulates PNM, TXNM Energy's wholly owned utility in New Mexico that delivers electricity to approximately 550,000 customers.In addition to strong governance and overs ...

Company Overview - Black Diamond Therapeutics (BDTX) is a clinical stage biotechnology firm focused on developing treatments for EGFR-mutated non-small cell lung cancer (NSCLC) [1] Product Development - The main candidate of BDTX is BDTX-1535, also known as Silvertinib, which is currently being investigated in both first line and advanced lines of treatment for NSCLC [1]

Core Insights - The article discusses the performance of Nordson Corporation (NASDAQ: NDSN), noting a nearly 40% decline in stock price from its previous all-time high [1] Company Analysis - The analysis emphasizes the focus on high-quality companies that possess a competitive advantage, referred to as an economic moat, and exhibit high levels of defensibility [1] - The research is primarily concentrated on European and North American companies, without restrictions on market capitalization, covering both large cap and small cap firms [1] Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, along with a Bachelor's Degree in Sociology and History [1]

Industry Overview - The Zacks Utility - Water Supply industry includes companies providing drinking water and wastewater services to various customers, including military bases [1] - Water utilities are essential for maintaining healthy living conditions by ensuring a constant supply of clean potable water and reliable sewer services [2] Investment Requirements - Water utility operators manage nearly 2.2 million miles of aging pipelines and require significant investments for maintenance and expansion, estimated at $1.25 trillion over the next 20 years [3] - The need for massive investments presents growth opportunities for operators in the water supply sector [3][4] Company Comparisons - Consolidated Water (CWCO) has a market capitalization of $534.5 million, while Global Water Resources (GWRS) has a market cap of $275.56 million [5] - CWCO's 2025 earnings estimate is $1.05 per share on revenues of $133.09 million, indicating a year-over-year decrease of 6.3% in earnings and 0.7% in revenues. GWRS's 2025 earnings estimate is 22 cents per share on revenues of $55.85 million, reflecting a 15.4% decline in earnings but a 6% growth in revenues [6] Financial Metrics - CWCO has a debt-to-capital ratio of 0.06%, significantly lower than GWRS's 61.14%, while the industry average is 50.04% [7] - The current ratio for CWCO is 5.24, indicating strong financial flexibility, compared to GWRS's 1.09 and the industry average of 0.9 [8] Dividend Yield - CWCO's dividend yield is 1.67%, while GWRS offers a higher yield of 3.03%, both exceeding the Zacks S&P 500 Composite average of 1.15% [11] Earnings Surprise History - CWCO has delivered an average earnings surprise of 40.1% over the last four quarters, whereas GWRS has experienced a negative earnings surprise of 6.1% [12] Stock Performance - In the past six months, CWCO shares have increased by 21.9%, while GWRS shares have decreased by 13%. The industry overall has risen by 11.5% during the same period [10][13] Conclusion - Both CWCO and GWRS are viable options for investment, focusing on water and wastewater services with potential for expansion. However, CWCO is favored due to its superior debt management, liquidity, and stock performance compared to GWRS [15]

Core Insights - Affirm Holdings, Inc. is expected to report its fourth-quarter fiscal 2025 results on August 28, 2025, with an earnings estimate of 11 cents per share and revenues of $839.9 million [1][6] - The earnings estimate has improved by 2 cents over the past 60 days, indicating a year-over-year improvement of 178.6%, while quarterly revenues are projected to grow by 27.4% year-over-year [2] Financial Performance - For the current fiscal year, Affirm's revenue estimate stands at $3.19 billion, reflecting a year-over-year increase of 37.2%, with EPS projected at 5 cents, indicating a 103% improvement [3] - Affirm has consistently beaten earnings estimates in the last four quarters, with an average surprise of 102.2% [3] Earnings Predictions - The company is predicted to beat earnings expectations this quarter, supported by a positive Earnings ESP of +62.00% and a Zacks Rank of 3 (Hold) [4] - Key growth drivers for Q4 include expansion in Gross Merchandise Volume (GMV), an increase in active merchants and consumers, and higher virtual card usage [6] Growth Metrics - The Zacks Consensus Estimate for GMV in Q4 suggests a growth of 32.3% year-over-year, with management anticipating GMV to be between $9.4 billion and $9.7 billion [8] - Active consumers are expected to grow by 20.9% year-over-year, with transactions per active consumer projected to rise by 18.4% [9] Revenue Breakdown - Merchant network revenues are estimated at $235 million, indicating a 29.8% increase from the prior year [7] - Card network revenues are expected to improve by 37.5% year-over-year, with interest income projected at $416.1 million, reflecting a 23.3% rise [10] Stock Performance - Affirm's stock has increased by 30.5% year-to-date, outperforming both its industry (19.3%) and the S&P 500 (9.8%) [12] - The stock is currently trading at a forward P/S ratio of 6.33, above its three-year median of 3.63 and the industry average of 5.72, indicating a stretched valuation [14] Strategic Positioning - Affirm is enhancing its BNPL market position by focusing on repeat usage and expanding its ecosystem, with partnerships with major retailers and a growing merchant network of nearly 360,000 [16] - The company is also expanding into essential spending categories and has collaborations that extend its reach into Europe and younger demographics [16] Competitive Landscape - The BNPL market remains competitive, with significant players like PayPal, Block, and Klarna increasing their offerings, posing risks to Affirm's market share [19] - Rising operating expenses and a premium valuation suggest that investors may consider waiting for a more favorable entry point [20]