Alternative asset manager Ares Management (NYSE:ARES) beat Wall Street’s revenue expectations in Q3 CY2025, with sales up 35.7% year on year to $1.14 billion. Its GAAP profit of $1.23 per share was 8.2% above analysts’ consensus estimates.
Greenbrier’s third quarter results were met with a negative market reaction, as the company’s revenue and earnings per share both fell short of Wall Street expectations. Management identified subdued demand for new railcars and a challenging macroeconomic environment as primary factors behind the performance. CEO Lorie Leeson emphasized the company’s focus on operational improvements, noting, “We achieved record financial results for 2025 on 2,000 fewer deliveries than in the prior year.”
Repligen’s third quarter saw revenue and non-GAAP profit exceed Wall Street expectations, yet the market responded negatively. Management attributed the quarter’s strong top-line performance to double-digit growth across all product franchises, with analytics and filtration highlighted as standout performers. CEO Olivier Loeillot emphasized the role of new product launches, such as SoloVPE PLUS in process analytics, and noted that biopharma and contract development and manufacturing organizations (CDMOs) both posted over 20% sales growth. However, operating margins were affected by increased investments and one-time expenses, reflecting a deliberate choice to support long-term strategic priorities.
IQVIA's third quarter results reflected stable operational execution, with revenue and profit slightly ahead of Wall Street expectations. Management identified robust free cash flow generation and a healthy pipeline of clinical trial bookings as primary contributors to the quarter’s performance. CEO Ari Bousbib emphasized improvements in industry demand, noting that net bookings in the clinical segment grew 13% year over year, while the company’s backlog reached $32.4 billion. Bousbib credited disciplined working capital management and a more stable industry environment as key drivers behind the results.
Analog chips maker onsemi (NASDAQ:ON) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 12% year on year to $1.55 billion. The company expects next quarter’s revenue to be around $1.53 billion, close to analysts’ estimates. Its non-GAAP profit of $0.63 per share was 6.6% above analysts’ consensus estimates.
UMB Financial’s third quarter saw a negative market reaction despite revenue and non-GAAP profit both coming in above Wall Street expectations. Management attributed the quarter’s results primarily to strong loan growth and increased fee income, particularly from trust and securities processing, as well as early progress integrating the Heartland Financial acquisition. CEO Mariner Kemper noted that “quarterly top line loan production surpassed $2 billion for the first time,” highlighting robust organic growth momentum, while also emphasizing the early success of mortgage product expansion in new regions. The company faced higher acquisition-related costs and some margin pressure due to deposit mix, both of which tempered investor sentiment.
Trustmark’s third quarter results drew a negative market reaction, as higher-than-expected expenses and competitive deposit dynamics weighed on sentiment. Management attributed performance to steady loan growth across commercial and real estate segments, as well as successful deposit gathering in key markets. CEO Duane Dewey emphasized, “Our performance reflected diversified loan growth and stable credit quality, along with cost-effective core deposit growth.” Trustmark also faced increased noninterest expenses, partly due to strategic hiring and nonroutine items like professional fees and reserves. The quarter’s focus centered on expanding production talent to support organic growth strategies, especially in competitive metropolitan areas.
Pet food company Freshpet (NASDAQ:FRPT) announced better-than-expected revenue in Q3 CY2025, with sales up 14% year on year to $288.8 million. Its GAAP profit of $1.86 per share was significantly above analysts’ consensus estimates.
Butterfield Bank’s third quarter was marked by momentum in fee-based income and operational efficiency, which contributed to financial results that exceeded Wall Street expectations and prompted a significant positive market reaction. Management highlighted the role of stable net interest margins, cost discipline, and growth in transaction volumes, especially in card and foreign exchange services. CEO Michael Collins credited “solid net interest income, disciplined capital management and a conservative and stable balance sheet” for the quarter’s performance. Additionally, the bank saw improved noninterest revenue and ongoing efficiency initiatives, supporting continued profitability.
Asset management company Affiliated Managers Group (NYSE:AMG) missed Wall Street’s revenue expectations in Q3 CY2025 as sales rose 2.2% year on year to $528 million. Its GAAP profit of $6.87 per share was 60.9% above analysts’ consensus estimates.
Scientific instrument company Bruker (NASDAQ:BRKR). beat Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $860.5 million. On the other hand, the company’s full-year revenue guidance of $3.43 billion at the midpoint came in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.45 per share was 37.3% above analysts’ consensus estimates.
Security systems manufacturer Napco (NASDAQ:NSSC) reported Q3 CY2025 results exceeding the market’s revenue expectations, with sales up 11.7% year on year to $49.17 million. Its GAAP profit of $0.34 per share was 11.1% above analysts’ consensus estimates.
Clothing company Kontoor Brands (NYSE:KTB) met Wall Streets revenue expectations in Q3 CY2025, with sales up 27.3% year on year to $853.2 million. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $3.11 billion at the midpoint. Its non-GAAP profit of $1.44 per share was 3.2% above analysts’ consensus estimates.
Live sports and TV streaming service fuboTV (NYSE:FUBO) reported Q3 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 2.3% year on year to $377.2 million. Its non-GAAP profit of $0.02 per share was significantly above analysts’ consensus estimates.
New York Assemblyman Zohran Mamdani mocked Elon Musk's endorsement of Andrew Cuomo for NYC mayor, saying it "only cost $959 million in tax breaks," referencing subsidies Cuomo approved for Musk-linked projects.
Although Match Group has considerably underperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Trump endorses Andrew Cuomo for mayor of NYC, warning of city's collapse if Zohran Mamdani, a Democratic socialist, wins. Cuomo welcomes endorsement, while Mamdani dismisses it.
The U.S. reportedly called the JV a "legalized collusion" that controls "almost 60% of operations at the fourth-largest international gateway to and from the United States," referring to Mexico City flights.
Gov. DeSantis urges young Americans to switch to plain coffee amid Starbucks' dominance and rising prices. Dutch Bros and fast-food chains challenge market leaders.
The stocks featured in this article have all approached their 52-week highs.
When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds.
US Treasury yields look like they want to nudge higher when they can. And why not, as corporate earnings are firm, and hard macro data is being kept under shutdown wraps. New lows in euro rate volatility help spreads on EGBs tighten further.
While International Paper has significantly underperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.
Hartford currently trades at $124.27 per share and has shown little upside over the past six months, posting a small loss of 1.1%. The stock also fell short of the S&P 500’s 21.3% gain during that period.
Even though Sea (currently trading at $157.21 per share) has gained 10.3% over the last six months, it has lagged the S&P 500’s 21.3% return during that period. This might have investors contemplating their next move.
Compass Diversified’s stock price has taken a beating over the past six months, shedding 64.8% of its value and falling to $6.16 per share. This might have investors contemplating their next move.
Over the last six months, Chewy’s shares have sunk to $32.87, producing a disappointing 13.1% loss - a stark contrast to the S&P 500’s 21.3% gain. This might have investors contemplating their next move.
Over the past six months, Everest Group’s shares (currently trading at $313.45) have posted a disappointing 9.8% loss, well below the S&P 500’s 21.3% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
The past six months haven’t been great for American Outdoor Brands. It just made a new 52-week low of $6.67, and shareholders have lost 42.6% of their capital. This was partly due to its softer quarterly results and might have investors contemplating their next move.
NeoGenomics trades at $9.78 per share and has stayed right on track with the overall market, gaining 24.7% over the last six months. At the same time, the S&P 500 has returned 21.3%.
What a time it’s been for Carnival. In the past six months alone, the company’s stock price has increased by a massive 46.2%, reaching $28.60 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Tenet Healthcare currently trades at $201.39 and has been a dream stock for shareholders. It’s returned 667% since November 2020, blowing past the S&P 500’s 98.9% gain. The company has also beaten the index over the past six months as its stock price is up 35.1% thanks to its solid quarterly results.
Over the past six months, NBT Bancorp’s stock price fell to $40.81. Shareholders have lost 5.2% of their capital, which is disappointing considering the S&P 500 has climbed by 21.3%. This might have investors contemplating their next move.
The past six months have been a windfall for Powell’s shareholders. The company’s stock price has jumped 104%, hitting $392.50 per share. This run-up might have investors contemplating their next move.
Over the past six months, Accenture’s stock price fell to $247.08. Shareholders have lost 19.7% of their capital, which is disappointing considering the S&P 500 has climbed by 21.3%. This might have investors contemplating their next move.
Doug Burgum, the U.S. Secretary of the Interior, highlighted America's renewed energy dominance under President Donald Trump, amid record-breaking output and surging LNG exports.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the office & commercial furniture industry, including MillerKnoll (NASDAQ:MLKN) and its peers.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how United Bankshares (NASDAQ:UBSI) and the rest of the regional banks stocks fared in Q3.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Stellar Bancorp (NYSE:STEL) and the rest of the regional banks stocks fared in Q3.
