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.
Huron Consulting Group reported mixed Q2 2025 results, missing revenue estimates but beating EPS. The acquisition of Treliant aims to boost its financial services consulting capabilities.
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.
iRhythm Technologies (IRTC) reported Q2 2025 revenue of $186.69M, beating estimates, with a narrower loss of -$0.32 EPS. Stock remained steady post-earnings.
ICF International (ICFI) reported mixed Q2 2025 earnings, with EPS beating estimates but revenue falling short. Shares remained stable post-release as margins improved. Full-year guidance was reaffirmed.
Given the distortions in GDP associated with tariff frontloading, these are times when it’s particularly useful to use final sales to private domestic purchasers (aka “Core GDP”) as a proxy measure for economic momentum.
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.
Arthur J. Gallagher & Co reports mixed Q2 2025 results with revenue and EPS slightly below estimates, reflecting market caution. Stock shows muted reaction.
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.
El Pollo Loco (LOCO) reported mixed Q2 2025 results, beating EPS estimates but slightly missing revenue. Shares rose 1.46% after-hours. Full-year revenue projected at $502.72M.
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.
Exponent Inc (NASDAQ:EXPO) reported mixed Q2 2025 results, with EPS beating estimates but revenue slightly missing. Shares remained flat post-earnings, reflecting neutral investor sentiment. The company sees growth in digital health and AI.
