European stocks posted modest gains as investors tackled another busy day of earnings and studied the latest news on tariffs https://t.co/v20oSmo173 ...

So, I'm back with another earnings allstars video. You think it's over, right. Just because six out of the seven MAG7s have now reported earnings.But no, of course, it's not. This is a very busy week for earnings, even though no MAG7s. There's about a 100 S&P 500 companies still to report this week.Plus, we're starting to get a lot of these smaller and midcap companies that are pouring in. A lot of consumer names. I'm going to be watching.and I brought several of them with me here today. It was hard to pick ...

Market Sentiment & Strategy - Dips in high-quality stocks should be bought, anticipating institutional investors' interest if prices drop by 10-15% [2] - The market's valuation is not currently a problem, with expectations of higher earnings trajectories for the next few years [3] - The risk is skewed to the positive for year-end, with any material weakness expected to be bought due to positive earnings outlook [11] - US equities are favored due to US companies' overexposure to themes expected to grow above global GDP [13] Economic Indicators & Consumer Behavior - Consumer spending remains strong, suggesting no immediate recession concerns [5] - The aggregate consumer is in good shape, although potentially eroding from highs [7] - The Fed is unlikely to cut rates unless data deteriorates significantly, as they tend to lag market indicators [17][19] Sector-Specific Insights - Semi-conductors performance is crucial for market momentum, particularly concerning tariff issues [7] - Bank earnings were strong, but the stocks' limited reaction may be a tactical concern [8] - US companies in tech, communication services, and financials are well-positioned for earnings growth, representing 58% of the S&P [13]

Financial Data and Key Metrics Changes - Revenue grew by 21% in the quarter, with adjusted earnings per share increasing by 41% to $2.69 and adjusted EBITDA rising by 35% to $126 million [7][8] - Gross profit margin expanded by 400 basis points to 23.3%, and operating cash flow was strong at $85 million [9] - Backlog at the end of the quarter totaled $2 billion, a 24% year-over-year increase [10] Business Line Data and Key Metrics Changes - Infrastructure Solutions revenue grew by 29% year-over-year, with adjusted operating income increasing by 57% and operating margins reaching 28% [11][12] - Transportation Solutions revenue increased by 24%, with adjusted operating profit growing by 78% [13] - Building Solutions segment revenue declined by 1%, with adjusted operating income down by 28% due to challenges in the housing market [14] Market Data and Key Metrics Changes - The data center market was a primary growth driver, with revenue from this market more than doubling year-over-year [12] - E-commerce distribution backlog saw a significant increase of nearly 700% in the quarter [32] - Transportation Solutions backlog was $715 million, reflecting a 5% year-over-year increase but a 17% sequential decline [13] Company Strategy and Development Direction - The company is focused on expanding its geographic footprint and enhancing service offerings through the acquisition of CEC Facilities Group [10][11] - The strategy emphasizes building upon existing strengths in high-margin markets and pursuing attractive growth opportunities [9][10] - The company aims to capture more value across the full life cycle of facilities by integrating services [11] Management's Comments on Operating Environment and Future Outlook - Management remains positive about future growth, particularly in e-infrastructure solutions, anticipating continued demand in data centers [20][22] - The company expects to deliver e-infrastructure revenue growth of 18% to 20% and adjusted operating profit margins in the mid to high 20% range for 2025 [22] - Building Solutions is expected to face challenges in the near term, with a forecasted mid to high single-digit decline in revenue [25] Other Important Information - The company has a strong liquidity position with $699.4 million in cash and a net cash balance of $401.2 million after debt [18] - The guidance for 2025 has been increased, projecting revenue of $2.1 billion to $2.15 billion and adjusted diluted EPS of $9.21 to $9.47 [19] Q&A Session Summary Question: Will significant data center projects land in core markets? - Management believes they are well-positioned for a large percentage of the upcoming data center capital projects [30] Question: Will additional acquisitions be needed for expansion into Texas and the Northwest? - The company plans to pursue both organic growth and potential acquisitions to establish a presence in these markets [34] Question: What is the status of e-commerce opportunities? - Several e-commerce projects are expected to start in the back half of the year, with larger warehouse projects anticipated to provide significant revenue [46] Question: How does the competitive environment look? - The company faces competition primarily from local contractors, but believes its integrated services will provide a competitive edge [61][62] Question: When is the CEC acquisition expected to close? - The acquisition is progressing well, with most licensing and permitting processes underway, but timing is dependent on state agencies [68]

Apollo reports record earnings from fees in the second quarter, driven by a boost in lending activity and a bump in managed assets https://t.co/GFHALbLhLm ...

and hims and hers earnings are out as well. Our Brandon Gomez has those numbers. Brandon, hey John.Yeah, you can see shares moving down just about 10%. A little confusion here for investors. I mean, you have a beat um on EPS.Uh revenues did come in a bit light for the quarter reaffirmed guidance for the fiscal year as well as Q3. What did come in very light was Q3 adjusted Ebida. I just got off the phone with the company's CFO.He talked to me about what some of the cause of that is. He said, "Our focus is o ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick here with Scarlet Fu taking you through to that closing bell with a global simulcast. It starts now.Carol Massar in the radio booth Matt Miller in today for Tim Stenovec as we welcome our audiences across all of our platforms television, radio and our partnership with YouTube, a phenomenal day. Carol Massar was a recoup some of the phenomenal losses from last Friday. It's kind of amazing because Friday, I mean, it just felt ...

If anyone's watching the show and those two stocks have an outsized impact on your portfolio, I encourage you to diversify. I look at small caps in the US trading at the the cheapest valuation relative to large cap caps since 2000, since June of 2000. And if you look at the 25 years since then, small caps have actually outperformed large caps even with Microsoft and Apple and Meta and everyone else driving them higher.Valuation is not a perfect timing tool. Um, but it does tend to work longer term. And righ ...

Wall Street had a lot riding on whether this week’s big-tech earnings would meet increasingly high expectations. By and large, the companies delivered. https://t.co/fEqerrmrcT ...

A study suggests that marriage boosts earnings for gay men more than it does for lesbians, bisexual people or straight men (straight women’s earnings fall) https://t.co/D2N3KRU0qW ...