Coinbase Global, Inc. reported $1.5 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 3.3%. EPS of $0.12 for the same period compares to $1.07 a year ago.
We discuss the growing divergence between Wall Street optimism and Main Street reality, cautioning that recent bullish sentiment may be masking deeper risks.
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.
What happens when the market cheers tech earnings blowouts while the broader tape weakens underneath? That’s the kind of disconnect we’ve got on our hands right now.
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.
First Solar shares are rising in Thursday's after-hours session after the company reported better-than-expected financial results for the second quarter and raised its full-year guidance.
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.
