Core Insights - Cisco Systems' international operations are crucial for understanding its financial strength and growth potential [1][2] - The company's dependence on international markets is a key determinant of its earnings stability and growth path [2][3] Revenue Performance - For the quarter ending July 2025, Cisco reported total revenue of $14.67 billion, a year-over-year increase of 7.6% [4] - EMEA generated $3.65 billion, accounting for 24.8% of total revenue, which was a decline of 4.86% from the projected $3.83 billion [5] - APJC contributed $2.21 billion, representing 15% of total revenue, exceeding the consensus estimate of $2.1 billion by 5.27% [6] Future Projections - Analysts expect Cisco to report revenues of $14.75 billion for the current fiscal quarter, reflecting a 6.6% increase year-over-year [7] - For the full year, total revenue is projected at $59.58 billion, a 5.2% increase from the previous year, with EMEA and APJC expected to contribute $15.61 billion and $8.39 billion, respectively [8] Market Dynamics - Cisco's reliance on international markets presents both opportunities and challenges, necessitating close monitoring of international revenue trends [9] - Analysts are focused on tracking these trends to refine earnings predictions, considering the impact of geopolitical factors and domestic market positions [10]

Core Insights - ESCO Technologies Inc. reported a 27% increase in Q3 sales to $296 million, while GAAP EPS from continuing operations decreased by 13% to $0.96. Adjusted EPS from continuing operations increased by 25% to $1.60 [1][4][5] - The company raised its FY 2025 adjusted EPS guidance to a range of $5.75 to $5.90, reflecting a growth of 21% to 24% [1][10][11] Financial Performance - Q3 2025 sales increased by $62.7 million (27%) compared to Q3 2024, with organic sales (excluding Maritime sales) increasing by $25.6 million (11%) [5][6] - Entered orders surged by 194% to $749 million, resulting in a book-to-bill ratio of 2.53x and a record backlog of $1.17 billion [1][5][7] - Net cash provided by operating activities from continuing operations was $88 million YTD, an increase of $25 million compared to the prior year [5] Segment Performance - Aerospace & Defense (A&D) segment sales increased by $49.1 million (56%) to $136.3 million, driven by a 200% increase in Navy sales [6][29] - Utility Solutions Group (USG) sales increased by $2.1 million (2%) to $92.4 million, with Doble's sales up by 1% and NRG sales up by 8% [12][29] - Test & Measurement segment sales increased by $11.6 million (21%) to $67.7 million, with EBIT and adjusted EBIT increasing to $10.7 million [12][29] Business Outlook - The company expects FY 2025 revenue from continuing operations to be in the range of $1.075 to $1.105 billion, reflecting a 17% to 20% increase over the prior year [10][11] - Q4 adjusted EPS from continuing operations is expected to be in the range of $2.04 to $2.19, representing a growth of 14% to 22% over Q4 2024 [13] Dividend Information - The next quarterly cash dividend of $0.08 per share is scheduled for payment on October 16, 2025, to stockholders of record on October 2, 2025 [14]

Core Insights - Wolters Kluwer has repurchased 109,700 ordinary shares for €14.5 million at an average price of €132.48 from July 31 to August 6, 2025 [2][3] - The company aims to repurchase shares worth up to €1 billion throughout 2025 as part of its share buyback program announced on February 26, 2025 [3] - Cumulatively, 4,330,891 shares have been repurchased in 2025, totaling €651.4 million at an average price of €150.41 [3] Share Buyback Program - The company has engaged a third party to execute €175 million of buybacks from July 31, 2025, to November 3, 2025, adhering to relevant laws and regulations [3] - Shares repurchased will be held as treasury shares and used for capital reduction through share cancellation [4] Company Overview - Wolters Kluwer reported annual revenues of €5.9 billion in 2024 and operates in over 40 countries, employing approximately 21,900 people [6] - The company is a leader in professional information solutions, software, and services across various sectors including healthcare, tax, accounting, and legal [5]

PRESS RELEASE Share Buyback Transaction Details July 24 – July 28, 2025 Alphen aan den Rijn – July 29, 2025 - Wolters Kluwer (Euronext: WKL), a global leader in professional information solutions, software and services, today reports that it has repurchased 144,684 of its own ordinary shares in the period from July 24, 2025, up to and including July 28, 2025, for €19.7 million and at an average share price of €136.22 The previously disclosed third-party agreements to repurchase €350 million in shares start ...

Company Performance - Cisco Systems closed at $67.92, reflecting a -1.12% change from the previous day, underperforming the S&P 500's daily gain of 0.02% [1] - Over the past month, Cisco's shares gained 0.06%, lagging behind the Computer and Technology sector's gain of 6.31% and the S&P 500's gain of 4.93% [1] Earnings Forecast - Cisco is expected to report an EPS of $0.97, indicating an 11.49% growth compared to the same quarter last year [2] - The consensus estimate for quarterly revenue is $14.61 billion, representing a 7.12% increase from the previous year [2] Full Year Estimates - For the full year, earnings are projected at $3.79 per share and revenue at $56.59 billion, showing changes of +1.61% and +5.19% respectively from the prior year [3] - Recent analyst estimate revisions suggest a positive outlook for Cisco's business [3] Valuation Metrics - Cisco is currently trading with a Forward P/E ratio of 18.14, which is above the industry average Forward P/E of 16.2 [6] - The company has a PEG ratio of 3.32, compared to the Computer - Networking industry's average PEG ratio of 1.05 [6] Industry Ranking - The Computer - Networking industry ranks in the top 39% of all industries, with a current Zacks Industry Rank of 94 [7] - The Zacks Industry Rank indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Wolters Kluwer has repurchased 190,651 ordinary shares for €26.6 million at an average price of €139.36 during the period from July 17 to July 23, 2025 [2][3] - The company aims to repurchase shares worth up to €1 billion throughout 2025 as part of its share buyback program announced on February 26, 2025 [3] - Cumulatively, 4,076,507 shares have been repurchased in 2025, totaling €617.2 million at an average price of €151.40 [3] Share Buyback Program Details - The share buyback program allows for the execution of €350 million of buybacks through third parties, adhering to relevant laws and regulations [3] - Shares repurchased will be held as treasury shares and are intended for capital reduction through share cancellation [4] Company Overview - Wolters Kluwer reported annual revenues of €5.9 billion in 2024 and operates in over 40 countries, employing approximately 21,900 people [6] - The company provides professional information solutions, software, and services across various sectors including healthcare, tax, accounting, and legal [5]

Core Viewpoint - Wolters Kluwer has repurchased 196,897 ordinary shares for €27.4 million, part of a larger share buyback program aimed at repurchasing up to €1 billion in 2025 [2][3]. Share Buyback Program - The share buyback program was announced on February 26, 2025, with a total intended repurchase of €1 billion during the year [3]. - Cumulative shares repurchased to date in 2025 amount to 3,885,856, with a total consideration of €590.6 million and an average share price of €151.99 [3]. - For the period from May 8, 2025, to July 28, 2025, the company has engaged third parties to execute €350 million of buybacks [3]. Treasury Shares and Capital Reduction - Shares repurchased are held as treasury shares and will be used for capital reduction through share cancellation [4]. Company Overview - Wolters Kluwer reported annual revenues of €5.9 billion for 2024 and serves customers in over 180 countries, employing approximately 21,900 people [5]. - The company is headquartered in Alphen aan den Rijn, the Netherlands, and is listed on Euronext Amsterdam [6].

Core Viewpoint - Wolters Kluwer has repurchased 196,897 shares for €27.4 million, part of a larger share buyback program aimed at repurchasing up to €1 billion in 2025 [2][3]. Share Buyback Program - The share buyback program was announced on February 26, 2025, with a total planned repurchase of up to €1 billion during the year [3]. - As of the report date, a cumulative total of 3,885,856 shares have been repurchased, amounting to €590.6 million, with an average share price of €151.99 [3]. - For the period from May 8, 2025, to July 28, 2025, the company has engaged third parties to execute €350 million of buybacks [3]. Financial Overview - Wolters Kluwer reported annual revenues of €5.9 billion for 2024 and operates in over 180 countries with approximately 21,900 employees [6]. - The company is headquartered in Alphen aan den Rijn, Netherlands, and is listed on Euronext Amsterdam [6][7]. Shareholder Impact - Shares repurchased are held as treasury shares and will be used for capital reduction through share cancellation [4].

Core Viewpoint - ESCO Technologies Inc. is set to report its third quarter financial results on August 7, 2025, followed by a conference call to discuss the results and related commentary [1]. Company Overview - ESCO Technologies is a global provider of highly engineered products and solutions, serving diverse end-markets including aviation, Navy, space, and industrial sectors [3]. - The company manufactures filtration and fluid control products, advanced composites, and power management solutions [3]. - ESCO is recognized as an industry leader in designing and manufacturing RF test and measurement products and systems, along with providing diagnostic instruments, software, and services to industrial power users and the electric utility and renewable energy industries [3]. - The company is headquartered in St. Louis, Missouri, and has offices and manufacturing facilities worldwide [3].

Core Viewpoint - Quantum computing stocks experienced significant activity, highlighted by a successful stock offering and positive analyst coverage across several companies in the sector [1] Group 1: D-Wave Quantum (QBTS) - D-Wave Quantum, Inc. completed a $400 million common stock offering at an average price of $15.18 per share [2] - Analyst Troy Jensen from Cantor Fitzgerald initiated coverage with an Overweight rating and a $20 price target, indicating optimism about the company's future [2][3] - Jensen believes D-Wave is in the early stages of commercializing its technology and could capture 15% of the quantum hardware, software, and services market by 2035 [3] Group 2: Rigetti Computing (RGTI) - Rigetti Computing, Inc. also received an Overweight rating from Cantor Fitzgerald, with a bullish price target of $15 [4] - The company's share price has surged approximately 1,008% over the past 52 weeks, recovering from challenging years in 2022 and 2023 [4] - Rigetti's partnership with Quanta Computer is expected to enhance the development and commercialization of superconducting quantum computing [5] Group 3: IonQ (IONQ) - IonQ, Inc. shares increased by about 11% this week, receiving a Buy rating and a $45 price forecast from Cantor Fitzgerald [6] - The company reported a strong financial position, ending Q1 2025 with nearly $700 million in cash after a $373 million equity raise [6] Group 4: Quantum Computing, Inc. (QUBT) - Quantum Computing, Inc. received a Neutral rating from Cantor Fitzgerald with a $15 price target, which is below the current stock price of $20 [7] - Despite the Neutral rating, QUBT stock has shown strong performance, gaining 67.5% over the past month and over 4,600% in the past year [7]