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Home and security products company Fortune Brands (NYSE:FBIN) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 3% year on year to $1.2 billion. Its GAAP profit of $0.83 per share was 13% below analysts’ consensus estimates.

Infrastructure construction company MasTec (NYSE:MTZ) announced better-than-expected revenue in Q2 CY2025, with sales up 19.7% year on year to $3.54 billion. On top of that, next quarter’s revenue guidance ($3.9 billion at the midpoint) was surprisingly good and 5.5% above what analysts were expecting. Its non-GAAP profit of $1.49 per share was 6.4% above analysts’ consensus estimates.

Healthcare services company Select Medical (NYSE:SEM) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 23.9% year on year to $1.34 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $5.4 billion at the midpoint. Its GAAP profit of $0.32 per share was 13.9% above analysts’ consensus estimates.

Child care and education company Bright Horizons (NYSE:BFAM) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 9.2% year on year to $731.6 million. The company’s full-year revenue guidance of $2.91 billion at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $1.07 per share was 5.8% above analysts’ consensus estimates.

Global life reinsurance provider Reinsurance Group of America (NYSE:RGA) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 9.4% year on year to $5.60 billion. Its non-GAAP profit of $4.72 per share was 15% below analysts’ consensus estimates.

Real estate technology company eXp World (NASDAQ:EXPI) announced better-than-expected revenue in Q2 CY2025, with sales up 1.1% year on year to $1.31 billion. Its GAAP loss of $0.01 per share was significantly below analysts’ consensus estimates.

Internet, cable TV, and phone provider Cable One (NYSE:CABO) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 3.4% year on year to $381.1 million. Its GAAP loss of $77.70 per share was significantly below analysts’ consensus estimates.

Consumer products giant Clorox (NYSE:CLX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 4.5% year on year to $1.99 billion. Its non-GAAP profit of $2.87 per share was 29.7% above analysts’ consensus estimates.

IT services provider DXC Technology (NYSE:DXC) reported Q2 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 2.4% year on year to $3.16 billion. Guidance for next quarter’s revenue was optimistic at $3.17 billion at the midpoint, 2% above analysts’ estimates. Its non-GAAP profit of $0.68 per share was 9.9% above analysts’ consensus estimates.

Outdoor lifestyle and equipment company Clarus (NASDAQ:CLAR) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 2.2% year on year to $55.25 million. Its non-GAAP loss of $0.03 per share was $0.02 below analysts’ consensus estimates.

Radiation safety company Mirion (NYSE:MIR) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 7.6% year on year to $222.9 million. Its non-GAAP profit of $0.11 per share was in line with analysts’ consensus estimates.

Clothing and footwear retailer Boot Barn (NYSE:BOOT) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 19.1% year on year to $504.1 million. Guidance for next quarter’s revenue was better than expected at $491 million at the midpoint, 1.8% above analysts’ estimates. Its GAAP profit of $1.74 per share was 13.3% above analysts’ consensus estimates.

Electricity generation and hydrogen production company Bloom Energy (NYSE:BE) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.5% year on year to $401.2 million. The company expects the full year’s revenue to be around $1.75 billion, close to analysts’ estimates. Its non-GAAP profit of $0.10 per share was significantly above analysts’ consensus estimates.

Manufacturing company Leggett & Platt (NYSE:LEG) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 6.3% year on year to $1.06 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.15 billion at the midpoint. Its non-GAAP profit of $0.30 per share was in line with analysts’ consensus estimates.

Logistics solutions provider Hub Group (NASDAQ:HUBG) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 8.2% year on year to $905.6 million. The company’s full-year revenue guidance of $3.7 billion at the midpoint came in 1.8% below analysts’ estimates. Its GAAP profit of $0.42 per share was 5.4% below analysts’ consensus estimates.

Industrial conglomerate SPX Technologies (NYSE:SPXC) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 10.2% year on year to $552.4 million. The company’s full-year revenue guidance of $2.25 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $1.65 per share was 13.6% above analysts’ consensus estimates.

Medical technology company Stryker (NYSE:SYK) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 11.1% year on year to $6.02 billion. Its non-GAAP profit of $3.13 per share was 1.9% above analysts’ consensus estimates.

Maritime transportation company Matson (NYSE:MATX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, but sales fell by 2% year on year to $830.5 million. Its GAAP profit of $2.92 per share was 28.1% above analysts’ consensus estimates.

Fintech mortgage provider Rocket Companies (NYSE:RKT) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 4.6% year on year to $1.36 billion. On top of that, next quarter’s revenue guidance ($1.68 billion at the midpoint) was surprisingly good and 6.9% above what analysts were expecting. Its non-GAAP profit of $0.04 per share was $0.01 above analysts’ consensus estimates.

Waste management company Casella (NASDAQ:CWST) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 23.4% year on year to $465.3 million. The company’s full-year revenue guidance of $1.83 billion at the midpoint came in 1.3% above analysts’ estimates. Its non-GAAP profit of $0.36 per share was 10.1% above analysts’ consensus estimates.

Streaming TV platform Roku (NASDAQ: ROKU) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 14.8% year on year to $1.11 billion. The company expects next quarter’s revenue to be around $1.2 billion, coming in 2.7% above analysts’ estimates. Its GAAP profit of $0.07 per share was significantly above analysts’ consensus estimates.

Professional services firm Huron Consulting Group (NASDAQ:HURN) fell short of the market’s revenue expectations in Q2 CY2025, but sales rose 8.1% year on year to $411.8 million. On the other hand, the company’s full-year revenue guidance of $1.66 billion at the midpoint came in 2.2% above analysts’ estimates. Its non-GAAP profit of $1.89 per share was 5.4% above analysts’ consensus estimates.

Outerwear manufacturer Columbia Sportswear (NASDAQ:COLM) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 6.1% year on year to $605.2 million. On the other hand, next quarter’s revenue guidance of $913 million was less impressive, coming in 2.2% below analysts’ estimates. Its GAAP loss of $0.19 per share was 20% above analysts’ consensus estimates.

Construction management software maker Procore (NYSE:PCOR) announced better-than-expected revenue in Q2 CY2025, with sales up 13.9% year on year to $323.9 million. The company expects next quarter’s revenue to be around $327 million, close to analysts’ estimates. Its non-GAAP profit of $0.35 per share was 33.4% above analysts’ consensus estimates.

Specialty flooring retailer Floor & Decor (NYSE:FND) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 7.1% year on year to $1.21 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.71 billion at the midpoint. Its GAAP profit of $0.58 per share was in line with analysts’ consensus estimates.

Dental products company Envista Holdings (NYSE:NVST) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 7.7% year on year to $682.1 million. Its non-GAAP profit of $0.26 per share was 13.5% above analysts’ consensus estimates.

Scientific consulting firm Exponent (NASDAQ:EXPO) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 7.2% year on year to $142 million. On the other hand, next quarter’s revenue guidance of $131.3 million was less impressive, coming in 1.5% below analysts’ estimates. Its GAAP profit of $0.52 per share was 5.6% above analysts’ consensus estimates.

Wellness products company Nature’s Sunshine (NASDAQ:NATR) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 3.8% year on year to $114.8 million. The company’s full-year revenue guidance of $467.5 million at the midpoint came in 2% above analysts’ estimates. Its non-GAAP profit of $0.35 per share was significantly above analysts’ consensus estimates.

Power management chips maker Monolithic Power Systems (NASDAQ:MPWR) announced better-than-expected revenue in Q2 CY2025, with sales up 31% year on year to $664.6 million. On top of that, next quarter’s revenue guidance ($720 million at the midpoint) was surprisingly good and 5.7% above what analysts were expecting. Its non-GAAP profit of $4.21 per share was 2.2% above analysts’ consensus estimates.

Biopharma company Corcept Therapeutics (NASDAQ:CORT) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 18.7% year on year to $194.4 million. The company’s full-year revenue guidance of $875 million at the midpoint came in 2.7% below analysts’ estimates. Its GAAP profit of $0.29 per share was 28.4% above analysts’ consensus estimates.

Digital transformation consultancy Grid Dynamics (NASDAQ:GDYN) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 21.7% year on year to $101.1 million. Revenue guidance for the full year exceeded analysts’ estimates, but next quarter’s guidance of $104 million was less impressive, coming in 1.2% below expectations. Its non-GAAP profit of $0.10 per share was in line with analysts’ consensus estimates.

OLED provider Universal Display (NASDAQ:OLED) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 8.4% year on year to $171.8 million. The company’s full-year revenue guidance of $675 million at the midpoint came in 0.7% above analysts’ estimates. Its GAAP profit of $1.41 per share was 21.2% above analysts’ consensus estimates.

Higher education company Perdoceo Education (NASDAQ:PRDO) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 25.7% year on year to $209.6 million. Its non-GAAP profit of $0.67 per share was 3.1% above analysts’ consensus estimates.

Telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 5.4% year on year to $3.09 billion. Its non-GAAP loss of $0.03 per share was 88.7% above analysts’ consensus estimates.

Financial and compliance reporting software company Workiva (NYSE:WK) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 21.2% year on year to $215.2 million. The company expects next quarter’s revenue to be around $219 million, close to analysts’ estimates. Its non-GAAP profit of $0.19 per share was significantly above analysts’ consensus estimates.

Engineered materials manufacturer Rogers (NYSE:ROG) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 5.3% year on year to $202.8 million. Guidance for next quarter’s revenue was better than expected at $207.5 million at the midpoint, 0.9% above analysts’ estimates. Its non-GAAP profit of $0.34 per share was 32% below analysts’ consensus estimates.

Professional consulting firm ICF International (NASDAQ:ICFI) fell short of the market’s revenue expectations in Q2 CY2025, with sales falling 7% year on year to $476.2 million. Its non-GAAP profit of $1.66 per share was 5.2% above analysts’ consensus estimates.

Medical device company ResMed (NYSE:RMD) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 10.2% year on year to $1.35 billion. Its non-GAAP profit of $2.55 per share was 3% above analysts’ consensus estimates.

Online community and discussion platform Reddit (NYSE:RDDT) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 77.7% year on year to $499.6 million. On top of that, next quarter’s revenue guidance ($540 million at the midpoint) was surprisingly good and 14.2% above what analysts were expecting. Its GAAP profit of $0.45 per share was significantly above analysts’ consensus estimates.

Semiconductor manufacturer Magnachip Semiconductor (NYSE:MX) announced better-than-expected revenue in Q2 CY2025, but sales fell by 10.4% year on year to $47.62 million. On the other hand, next quarter’s revenue guidance of $46 million was less impressive, coming in 15.1% below analysts’ estimates. Its non-GAAP loss of $0.08 per share was 36% above analysts’ consensus estimates.

Genomics company Illumina (NASDAQ:ILMN) beat Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 3% year on year to $1.06 billion. Its non-GAAP profit of $0.36 per share was 64.4% below analysts’ consensus estimates.

Medical technology company iRhythm Technologies (NASDAQ:IRTC) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 26.1% year on year to $186.7 million. The company’s full-year revenue guidance of $725 million at the midpoint came in 4.2% above analysts’ estimates. Its non-GAAP loss of $0.32 per share was 32.5% above analysts’ consensus estimates.

iPhone and iPad maker Apple (NASDAQ:AAPL) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 9.6% year on year to $94.04 billion. Its GAAP profit of $1.57 per share was 10.1% above analysts’ consensus estimates.

Fast food chain El Pollo Loco (NASDAQ:LOCO) reported Q2 CY2025 results topping the market’s revenue expectations, with sales up 3% year on year to $125.8 million. Its non-GAAP profit of $0.28 per share was 16.7% above analysts’ consensus estimates.

Online payroll and human resource software provider Asure (NASDAQ:ASUR) missed Wall Street’s revenue expectations in Q2 CY2025, but sales rose 7.4% year on year to $30.12 million. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $36 million at the midpoint, or 6.2% above analysts’ estimates. Its GAAP loss of $0.22 per share was significantly below analysts’ consensus estimates.

Internet security and content delivery network Cloudflare (NYSE:NET) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 27.8% year on year to $512.3 million. Guidance for next quarter’s revenue was better than expected at $544 million at the midpoint, 1.1% above analysts’ estimates. Its non-GAAP profit of $0.21 per share was 15.5% above analysts’ consensus estimates.

American restaurant chain BJ’s Restaurants (NASDAQ:BJRI) met Wall Street’s revenue expectations in Q2 CY2025, with sales up 4.5% year on year to $365.6 million. Its non-GAAP profit of $0.97 per share was 35.1% above analysts’ consensus estimates.

Solar panel manufacturer First Solar (NASDAQ:FSLR) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.6% year on year to $1.10 billion. The company’s full-year revenue guidance of $5.3 billion at the midpoint came in 4.4% above analysts’ estimates. Its GAAP profit of $3.18 per share was 19.6% above analysts’ consensus estimates.

Business analytics software company MicroStrategy (NASDAQ:MSTR) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 2.7% year on year to $114.5 million. Its GAAP profit of $32.60 per share was significantly above analysts’ consensus estimates.

Call center software provider Five9 (NASDAQ: FIVN) announced better-than-expected revenue in Q2 CY2025, with sales up 12.4% year on year to $283.3 million. The company expects next quarter’s revenue to be around $284.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.76 per share was 17% above analysts’ consensus estimates.

Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) reported Q2 CY2025 results exceeding the market’s revenue expectations, with sales up 13.3% year on year to $167.7 billion. Guidance for next quarter’s revenue was optimistic at $176.8 billion at the midpoint, 2.1% above analysts’ estimates. Its GAAP profit of $1.68 per share was 26% above analysts’ consensus estimates.

Blockchain infrastructure company Coinbase (NASDAQ:COIN) missed Wall Street’s revenue expectations in Q2 CY2025 as sales rose 3.3% year on year to $1.5 billion. Its non-GAAP profit of $0.12 per share was 91.9% below analysts’ consensus estimates.

Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 23.6% year on year to $3.17 billion. Guidance for next quarter’s revenue was optimistic at $3.15 billion at the midpoint, 2.8% above analysts’ estimates. Its non-GAAP profit of $9.38 per share was 9.7% above analysts’ consensus estimates.

Temporary space provider WillScot (NASDAQ:WSC) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 2.6% year on year to $589.1 million. On the other hand, the company’s full-year revenue guidance of $2.33 billion at the midpoint came in 1.6% below analysts’ estimates. Its non-GAAP profit of $0.27 per share was 23.4% below analysts’ consensus estimates.

Shares of social network Snapchat (NYSE: SNAP) jumped 3.1% in the afternoon session after a broad rally in the technology sector, sparked by blockbuster earnings from giants Meta and Microsoft. The technology sector rallied after market giants Meta and Microsoft reported blowout quarterly results, signaling that their massive investments in artificial intelligence paid off. Both companies far exceeded Wall Street's expectations, with Meta's revenue jumping thanks to AI-fueled growth in its advertising business. The powerful results from these two behemoths created a wave of positive sentiment that lifted other internet and technology stocks, as investors anticipated continued growth and innovation in the AI space.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 6.7% in the afternoon session after investors reacted to a broader technology sector rally, which was fueled by strong earnings from artificial intelligence (AI) leaders Meta and Microsoft. The broader technology sector received a boost after industry giants Meta and Microsoft announced impressive quarterly results. Their success signaled surging demand for artificial intelligence capabilities, creating a positive wave across the market. This optimism lifted Reddit's shares as investors looked ahead to the company's own second-quarter financial results, scheduled for release after the market closed. Analysts anticipated Reddit would report significant year-over-year revenue growth of around 50%, setting high expectations for the social media firm's performance.

Shares of social commerce platform Pinterest (NYSE: PINS) jumped 4.1% in the morning session after a broad rally in the technology sector, sparked by stellar earnings reports from industry giants Meta and Microsoft. 

A number of stocks jumped in the pre-market session after a string of impressive earnings reports from industry leaders pointed to resilient growth. 

A number of stocks jumped in the morning session after a string of impressive earnings reports from industry leaders pointed to resilient growth. 

A number of stocks fell in the afternoon session after Confluent's disappointing quarterly results signaled growing headwinds in the space. 

Shares of construction management software maker Procore (NYSE:PCOR) fell 3.1% in the afternoon session after Confluent's disappointing quarterly results signaled growing headwinds in the space. 

A number of stocks fell in the afternoon session after a series of divergent earnings reports highlighted a clear split in the semiconductor industry, with investors rewarding companies exposed to the AI boom while punishing those tied to slowing consumer electronics and manufacturing equipment markets. 

A number of stocks fell in the afternoon session after a series of divergent earnings reports highlighted a clear split in the semiconductor industry, with investors rewarding companies exposed to the AI boom while punishing those tied to slowing consumer electronics and manufacturing equipment markets. 

Shares of aviation and fleet aftermarket services provider VSE Corporation (NASDAQ:VSEC) jumped 11% in the afternoon session after the company announced strong second-quarter 2025 financial results, posting record revenue and beating analyst expectations on adjusted earnings. The company's focus on its aviation business fueled this growth, with the Aviation segment's revenue jumping 41.1% compared to the prior year to a record $272.1 million. While the company's GAAP earnings per share missed estimates, its adjusted earnings per share of $0.97 significantly beat analyst forecasts. VSE also reaffirmed its full-year revenue growth projection of 35% to 40% and raised the full-year profitability guidance for its key Aviation segment, which signaled confidence to investors.

Shares of online learning platform Udemy (NASDAQ:UDMY) jumped 10.4% in the afternoon session after the company posted strong second-quarter financial results that exceeded Wall Street's expectations and lifted its full-year guidance. The online learning platform reported revenue of $199.9 million and a non-GAAP profit of $0.16 per share, both beating analyst consensus estimates. The company also raised its revenue and profit forecasts for the full year. Investors responded positively to what the company's CEO called an "inflection point," as Udemy achieved GAAP profitability. The strong report prompted positive reactions from analysts. For instance, Cantor Fitzgerald increased its price target, pointing to early signs of success from the company's "Udemy 2.0" turnaround plan and its transformation into an AI-powered platform. Needham also reaffirmed its Buy rating on the stock, which bolstered investor confidence.

Shares of document technology company Xerox (NASDAQ:XRX) fell 19.6% in the afternoon session after the company reported a significant loss for its second quarter and widely missed analyst profit forecasts. The company posted an adjusted loss of $0.64 per share, a stark contrast to the $0.07 profit analysts had predicted. While revenue slightly surpassed expectations, this earnings failure alarmed investors. The company's financial health showed clear signs of strain as its free cash flow, a key measure of cash generation, plunged to a negative $30 million from a positive $115 million in the prior year. This decline stemmed from falling gross margins, which were squeezed by tariffs and increased product costs. Revenue from the core Print and Other segment also contracted, which highlighted soft demand for the company's equipment.

Shares of water technology company Xylem (NYSE:XYL) jumped 9.5% in the afternoon session after the company reported strong second-quarter results, beating analyst expectations and raising its full-year guidance. The water technology firm posted quarterly revenue of $2.3 billion, surpassing analyst estimates. On an adjusted basis, Xylem earned $1.26 per share, also beating Wall Street forecasts. The company noted that robust organic revenue growth across all segments drove the positive results. Following the strong performance, Xylem increased its full-year 2025 sales forecast to a range of $8.9 billion to $9.0 billion. It also lifted its adjusted earnings per share projection to between $4.70 and $4.85, signaling confidence for the remainder of the year.

Shares of packaging and materials company International Paper (NYSE:IP) fell 9.8% in the afternoon session after the company reported second-quarter earnings that widely missed analyst expectations. The packaging giant posted an adjusted profit of $0.20 per share, falling well short of the 41 cents analysts forecasted. This marked a significant decline from the $0.55 per share reported in the same period last year. Company officials pointed to higher input costs, a heavy schedule of planned outages, and soft demand in Europe as the primary reasons for the reduced profitability. The weak bottom-line result overshadowed revenue figures that actually beat expectations, indicating investors focused on the hit to margins. The negative sentiment echoed across the packaging sector, as peers also reported weaker financial results.

Shares of power resiliency solutions provider American Superconductor (NASDAQ:AMSC) jumped 29.8% in the afternoon session after the company posted strong quarterly financial results and offered an optimistic revenue forecast. The energy solutions provider announced impressive fiscal first-quarter results, with revenues of $72.36 million, which marked a 79.6% increase from the previous year and surpassed analyst expectations. Earnings per share also came in ahead of forecasts at $0.14. Company leadership attributed the strong performance to accelerated growth driven by high demand in the semiconductor market, particularly for artificial intelligence and data center applications. Furthermore, the company provided a strong revenue outlook for the next quarter that also exceeded Wall Street's predictions, marking its fourth consecutive profitable quarter.

Shares of cruise company Norwegian Cruise Line (NYSE:NCLH) jumped 9.4% in the afternoon session after the company reported strong second-quarter results and offered an upbeat profit outlook for the year. The cruise operator's balance of advance ticket sales reached a record high of $4.0 billion, a sign of strong future demand. Norwegian posted record total revenue of $2.5 billion for the quarter, a 6% increase from the previous year. The company also reaffirmed its optimistic full-year 2025 guidance, which projected adjusted earnings of approximately $2.05 per share. Management noted that booking volumes recovered above historical levels, fueled by robust consumer interest.

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 9.9% in the afternoon session after the company posted strong fourth-quarter fiscal 2025 results that beat Wall Street estimates. The company's revenue jumped 30% year-over-year to $2.61 billion, while its earnings per share reached $1.66. This performance stemmed from strong demand for high-capacity storage, especially in its Cloud segment, which saw revenues climb 36%. The growth reflected surging needs from cloud computing and generative AI applications. Adding to the positive news, the company introduced a new quarterly dividend and announced a $2 billion share repurchase program. Consequently, several Wall Street analysts raised their price targets on the stock.

Shares of healthcare company Baxter International (NYSE:BAX) fell 20% in the afternoon session after the company reported disappointing second-quarter results and cut its full-year profit forecast, citing the lingering impact of a hurricane. The healthcare company pointed to the lingering effects of Hurricane Helene, which damaged a key manufacturing facility and disrupted the supply of its IV solutions. Baxter’s adjusted earnings per share of 59 cents missed analysts' estimates, while revenue of $2.81 billion also came in slightly below expectations. In response to these challenges and what management called demand softness, the company lowered its full-year profit guidance. The weak results and revised outlook prompted a negative reaction from investors.

Shares of engineering and design software provider PTC (NASDAQ:PTC) jumped 6.9% in the afternoon session after the company reported strong third-quarter fiscal 2025 results that beat analyst expectations and led to a raised full-year outlook. The design software provider reported that its revenue grew 24% year-over-year to $644 million. Net income surged a remarkable 104.9%, which marked its highest level for a fiscal third quarter in over two decades. In response to the strong quarter, PTC lifted its full-year forecast for key financial metrics including revenue, free cash flow, and earnings per share. The positive results arrived amid broader strength in the software-as-a-service sector. The news prompted positive reactions from Wall Street, and the stock reached an all-time high.

Shares of manufacturing services provider Proto Labs (NYSE:PRLB) jumped 10.6% in the afternoon session after the company reported record second-quarter revenue and earnings that surpassed analyst expectations. The digital manufacturing company posted record quarterly revenue of $135.1 million, which represented a 7.5% increase from the same period last year. This performance beat analysts' forecasts by over 6%. Earnings also surprised to the upside, with non-GAAP earnings per share landing at $0.41, a 24% beat over consensus estimates. The growth was driven by a strong performance in its Protolabs Network segment, which saw revenues jump 18.6% year-over-year. The company also provided a strong revenue forecast for the upcoming third quarter that was above what analysts had expected.

Shares of industrial equipment and engineered products manufacturer Albany (NYSE:AIN) fell 26.2% in the afternoon session after the company reported disappointing second-quarter financial results, including a significant earnings miss. The industrial goods manufacturer posted earnings per share of $0.57, which fell well short of the $0.77 analysts expected. The report also detailed a 6.2% year-over-year decline in revenue and a 13.2% drop in gross profit, driven by lower profitability in its Aerospace Engineered Composites division. Operating income was nearly cut in half compared to the same period last year. Following the weak results, analysts at Baird downgraded the stock to Neutral, citing concerns over the future profitability of both the company's aerospace and machine clothing businesses. The negative news sent the stock to a new 52-week low.