Mid-Caps — page 5
CNH Profit Slides 35% Even as Margins Recover From Q1 Trough
CNH Industrial reported second-quarter net income of $141 million, down from $217 million a year earlier, though sharply improved from the $10 million it earned in the first quarter.
CNA Profit Rebounds as Investment Income Offsets Underwriting Pressure
Net written-premium growth accelerated to 4% despite softer renewal pricing.
Curium to Buy Lantheus in $8 Billion Cash-and-CVR Deal
Curium US Holdings agreed to acquire Lantheus Holdings for up to $114.50 a share, pairing its theranostics manufacturing base with Lantheus' U.S. radiodiagnostics franchise to build a company spanning diagnostics and therapy across more than 70 countries.
Crédit Agricole Accelerates Retail Lending as French Margins Recover
French and Italian retail-banking loans rose 1.7% to €895 billion as funding costs eased.
AES manages divergent asset profiles across Ohio and Indiana utilities
The company balanced a pure-purchase power model in Ohio against a steam-heavy generation fleet in Indiana.
LyondellBasell Swings to Profit as Olefins Margins Surge
LyondellBasell posted second-quarter net income of $559 million, reversing a first-quarter profit of just $125 million as tighter global supply lifted olefins and polyolefins margins.
Alliant Earnings Fall as Utility Costs Weigh
The utility raised its load-growth outlook to 60% by 2031 as three data centers advanced construction.
IES Holdings Revenue Growth Doubles as Backlog Nears Doubling
IES Holdings posted 40% revenue growth in its fiscal third quarter, more than double the pace of the prior two periods, as backlog swelled to $4.5 billion.
Healthcare Realty Raises FFO Guidance as Same-Store Growth Slows
Healthcare Realty Trust lifted its 2026 normalized FFO guidance to a $1.64-a-share midpoint even as quarterly same-store cash NOI growth decelerated to 5.1% from 6.9% in the prior quarter.
GLPI Lifts AFFO Guidance as Revenue Growth Accelerates to 9%
Gaming and Leisure Properties raised its full-year AFFO outlook after quarterly revenue growth accelerated to 9.0%, the fastest pace in three quarters.
Dexcom Raises Full-Year Margin Guidance as Growth Cools
Dexcom posted 13% revenue growth to $1.308 billion in the second quarter, a step down from 15% in the first quarter, even as profitability guidance moved higher for a second straight period.
Leonardo DRS Lifts Guidance Again as Margins, Bookings Accelerate
The defense electronics maker posted 10% revenue growth and a 59% jump in net earnings, prompting its second consecutive full-year guidance increase.
BrightSpring Raises Outlook as Earnings Growth Outpaces Sales
Revenue reached $3.873 billion as BrightSpring lifted its full-year sales forecast.
Agree Realty Lifts Investment Guidance as Growth Rates Ease
Agree Realty raised its 2026 acquisition target to as much as $1.8 billion after a record $502 million quarter, even as per-share earnings growth slowed.
Everus to Buy Epsilon Industries in $295 Million Cash Deal
The acquisition pushes Everus deeper into off-site modular construction and opens priority markets in Florida, Texas, the Mid-Atlantic and the Northeast.
XPO's LTL Ratio Hits Record as Profit Growth Accelerates
XPO posted a record 79.9% operating ratio in North American LTL as adjusted earnings per share jumped 61.9% to $1.70.
Penske Revenue Growth Accelerates as Margins Keep Slipping
Penske Automotive Group delivered its strongest same-store sales growth in a year even as operating income fell 7.6% and a take-private approach from its own founder surfaced for the first time.
Mohawk Profit Jumps on Tariff Refunds as Margins Recover
Mohawk Industries posted adjusted earnings of $3.67 a share in the second quarter, up 32% from a year earlier and boosted by a $0.63 tariff-refund benefit.
Madrigal's Rezdiffra Growth Slows Even as Losses Widen
Madrigal Pharmaceuticals reported second-quarter Rezdiffra sales of $364.3 million, up 71% from a year earlier, but that growth rate marked the third straight quarterly deceleration even as net losses widened.
International Paper Swings to Loss as EBITDA Slides for Third Quarter
International Paper posted a $12 million loss from continuing operations in the second quarter as adjusted EBITDA fell for a third straight period to $587 million.
Hexcel Margins Widen as Aerospace Rebound Broadens
Hexcel posted 8.0% sales growth and raised its full-year profit outlook as commercial aerospane demand overtook lingering destocking.
Henry Schein Executive Exodus Widens Beyond CEO Succession
Henry Schein said its chief operating officer and two other senior executives will step down October 30, 2026, extending a leadership overhaul that began with Chairman Stanley Bergman's board retirement.
Essex Property Trust Absorbs Legal Charges as Core FFO Edges Up
Essex Property Trust (ESS) posted diluted net income of $0.97 a share in the second quarter, down 71.8% from $3.44 a year earlier after $55.8 million in legal settlement charges.
A. O. Smith Cuts Profit Guidance as China Sales Collapse
The water-heater maker's adjusted earnings guidance midpoint fell for the second straight quarter after China local-currency sales dropped 28%.
eBay to Buy Depop in $1.4 Billion All-Cash Deal
The sale would let Etsy concentrate its resources on sustainable growth for its core marketplace.
Broadband losses deepen at major US providers
Charter, Comcast and Liberty Global all report accelerating declines in fixed-line subscribers and revenue.
Semiconductor Firms Brace for Hardening China Export Controls
Equipment and chip makers are navigating a tightening web of U.S., Dutch, and Japanese restrictions that limit access to advanced nodes and critical components.
Xylem Orders Jump 42% While Revenue Growth Stalls Near 1%
Xylem posted a 42% surge in orders to $3.1 billion even as quarterly revenue growth slowed to just 1% organically.
Veralto Raises Full-Year Profit Outlook as Core Growth Accelerates
Veralto posted 7.6% sales growth to $1,474 million in the second quarter and raised its full-year adjusted earnings guidance for the second time this year.
Tyler Technologies Raises EPS Outlook as Margins Narrow
Tyler Technologies reported second-quarter revenue of $645.1 million, up 8.2% from a year earlier, even as operating margin compressed and the company raised its full-year profit guidance.