Rachel Harp

Dunelm Group's strategic Irish expansion

Dunelm Group plc has posted strong numbers for FY 25, with both strong sales and gross margin. The results were driven by strong sales growth with broad-based growth across homewares and furniture categories and a rise in digital participation. Recently, the company relaunched its Carrickmines store in Dublin under the Dunelm brand, expanding its homewares range and introducing a new Made to Measure service.

18 July 2025 at 08:50 pm AEST

BAE Systems' strategic acquisitions and innovation

BAE Systems progressed in 2024 with strong operational momentum, driven by international security needs and key program wins in aerospace, maritime, and electronic systems. Strategic acquisitions and a record order backlog support its focus on innovation and efficiency, positioning the company to deliver critical defense and security capabilities while continuing to outperform analysts' expectations.

17 July 2025 at 10:05 pm AEST

UFP Technologies demonstrates impressive Q1 25 performance

UFP Technologies, Inc. has shown impressive yearly performance, marked by significant revenue and net income growth for Q1 25. The company's latest financial results underscore strong fundamentals, fueled by strategic acquisitions and robust demand in the MedTech sector. Analysts maintain a positive outlook on UFP Technologies, anticipating substantial upside potential from the stock's current price.

15 July 2025 at 08:17 pm AEST

Ollie's is expansive growth

Ollie's Bargain Outlet Holdings, Inc. has kicked off 2025 with impressive Q1 results, surpassing expectations due to robust expansion and the performance of newly opened stores. The company remains committed to strategic growth initiatives, enhancing its value proposition. The stock rose 18.7%, and USB increased its target price to $125.

11 July 2025 at 06:45 pm AEST

Veeva MedTech adoption boosts clinical trials

Veeva Systems Inc. has demonstrated robust yearly performance, showcasing substantial revenue and net income growth for Q1 25. The company's latest financial results highlight strong fundamentals, driven by strategic portfolio enhancements and innovative cloud solutions for the life sciences industry. Analysts maintain a positive outlook on Veeva Systems, foreseeing promising upside potential from the stock's current price.

09 July 2025 at 07:30 pm AEST

ESCO Technologies reports robust Q2 25 results

ESCO Technologies demonstrated robust yearly performance, showcasing substantial net income growth for Q2 25. The latest financial results highlight strong fundamentals, driven by strategic acquisitions and innovative product offerings. These acquisitions are expected to be value-accretive and bolster the company's revenue growth. Overall, analysts hold positive views on ESCO Technologies, reflecting confidence in its future prospects. Since the announcement, the company's stock has risen 16.6%, further underscoring market confidence in its strategic direction and financial health.

08 July 2025 at 06:01 pm AEST

FinVolution raises $150m for expansion and ADS repurchase

FinVolution Group has successfully completed its offering of convertible senior notes totaling $150m, including the full exercise of the initial purchasers' option for an additional $20m. These senior, unsecured notes bear an annual interest rate of 2.5%, payable semi-annually. The net proceeds will be allocated to international business expansion, working capital replenishment, and repurchasing the Company's ADS. Following this positive development, the stock rose over 4%.

03 July 2025 at 08:45 pm AEST

MercadoLibre’s stock up on strong Q1 25 performance

MercadoLibre, Inc. has started 2025 on a strong note, with Q1 performance exceeding guidance, fueled by a rise in unique buyers and fintech operations. The company continues to focus on enhancing its value proposition through strategic investments, including seeking a banking license for Mercado Pago in Argentina to broaden its digital financial services. Moreover, the company’s stock rose 6.5% the following day.

01 July 2025 at 07:59 pm AEST

LTC Properties: New CIO to unlock strategic investment opportunities

LTC Properties started the year on a strong footing, with $176m in gross assets converted or to be converted into a new SHOP portfolio. In its latest financial results, the company highlighted comfortable liquidity to undertake attractive investments, led by the group’s new chief investment officer.

30 June 2025 at 08:47 pm AEST

Boston Scientific exceeds analysts' estimates for seven straight quarters

Boston Scientific has kicked off 2025 with impressive momentum, highlighted by strong financial results and strategic partnerships. The company's latest earnings report reveals substantial growth in revenue and profit, fueled by innovative medical devices and expanded market reach. Notably, revenues exceeded analysts' expectations for the seventh straight quarter. Its Q1 25 results led to the stock rising, prompting analysts to increase their target prices.

26 June 2025 at 09:11 pm AEST

Netflix rides on higher subscriptions and pricing

Netflix, Inc. has started 2025 on a strong note, with Q1 performance exceeding guidance, fuelled by higher subscription, pricing and ad revenue. The company continues to focus on creating and producing rich entertainment content across geographies and delving into newer initiatives to sustain its revenue and operating performance. However, stiff competition in the entertainment video services space from other global and regional players might contribute to a rising content war in the industry.

25 June 2025 at 09:54 pm AEST

Dycom Industries raises FY 26 contract revenue outlook

Dycom Industries started FY 2026 on a strong note, posting an increase in contract revenues, complemented by a record backlog position. Buoyed by the encouraging start, the company has raised its FY outlook, underpinning the positive industry tailwinds and robust demand for its service offerings.

23 June 2025 at 10:58 pm AEST

Tradeweb's Q1 25 revenue soars on strong trading volumes

Tradeweb has kicked off the year with strong momentum, fueled by a surge in trading activity across its platforms. The company's latest results highlight growing demand for electronic markets as institutional clients ramp up participation. Still, the figures raise questions about how far this momentum can carry in an increasingly crowded and fast-moving space.

20 June 2025 at 10:14 pm AEST

United Therapeutics delivers 18th consecutive quarter of topline growth

United Therapeutics reported its Q1 25 results on April 30, 2025, posting its 18th consecutive quarter of y/y revenue growth. Total revenue increased 17% y/y to $794m, primarily driven by a 25% rise in revenues from Tyvaso DPI and nebulized Tyvaso products to $466m. In addition, Remodulin and Orenitram products posted growth over the quarter. Net income rose 5% to $322.2m.

17 June 2025 at 08:16 pm AEST

Garmin exceeds analysts' estimates for seven straight quarters

Garmin released its Q1 25 results on April 30, 2025, with revenue up 11% y/y, reaching $1,535m, driven by strong demand for advanced wearables. Operating income rose by 12% to $333m, with a margin of 21.7%. Net profit increased by 21% to $333m. Notably, the company marked the seventh consecutive quarter of surpassing analyst revenue expectations.

16 June 2025 at 08:06 pm AEST

Cholamandalam reports rise in disbursements and AUM

Cholamandalam reported solid performance in FY 25, with disbursements rising 14% y/y to INR1,008.7bn. Vehicle Finance disbursements increased 12% y/y to INR539.2bn, while disbursements for Loan Against Property registered a growth of 32% to INR179.1bn. Total AUM reached INR1,998.8bn at end-FY 25, marking an increase of 30%. As a result, net income surged 36% to INR135.7bn, and profitability increased 24% to INR42.6bn.

12 June 2025 at 09:51 pm AEST

Workman Co.’s stock jumps following FY 25 results

Workman Co. released its FY 25 results on May 12, 2025, reporting a 3.2% y/y increase in revenue to JPY136.9bn. Growth was primarily driven by an increase in the average number of stores. The company's operating income also rose, up 5.9% to JPY27.4bn, with its operating margin expanding by 51bp to 20%. Consequently, net profit grew by 5.7% to JPY16.9bn. Since the announcement, the stock has surged by 30.2%.

11 June 2025 at 09:07 pm AEST

Regis Resources increased Mineral Resources

Regis Resources released its Mineral Resource and Ore Reserve update for the 12 months ended December 31, 2024, on May 20, 2025, reporting sustained growth across Duketon and Tropicana. Group Mineral Resources increased to 7.5moz from 6.9moz in the prior corresponding period. However, the total ore reserves decreased to 1.7moz from 3.5moz over the same period. Notwithstanding this, the group reported fifth consecutive year of underground Ore Reserves growth at Duketon, reflecting an increase of ~550% since 2019, including cumulative mining depletion.

09 June 2025 at 09:55 pm AEST

Mitsubishi HC continues streak of record-breaking profits in FY 25

Mitsubishi released its FY 25 results on May 15, 2025, with revenue up 7.2% y/y at JPY2090.8bn, driven by increased transaction volumes mainly in the logistics, aviation, and real estate segments. Operating income increased 28% to JPY187.1bn, with margins expanding by 146bp to 8.9%. Net profit rose by 9.1% to JPY135.2bn; while achieving the initial plan, also set a new record for net income for the third consecutive term.

06 June 2025 at 10:23 pm AEST

Puregold Price Club posts healthy performance in Q1 25

Puregold Price Club released its Q1 25 results on May 5, 2025, posting a 10.8% y/y increase in net sales to PHP52.4bn. Sales were supported by same-store sales growth of 5.9% from Puregold Stores, driven by higher basket size, helped by 4% increase from S&R Warehouse clubs owing to higher traffic. Gross profit rose on similar lines, reaching PHP10.3bn, with margins also remaining flat at 19.6%. As a result, net profit increased by 6.5% to PHP2.6bn, supported by solid revenue growth and stable gross margins.

04 June 2025 at 08:09 pm AEST

Power Finance Corporation posts improvement in asset quality

Power Finance Corporation has posted solid FY 25 results, with Interest Income rising by 16.6% to INR1,050bn. Net Interest Income outpaced, increasing by an impressive 25.6% to INR403.3bn. Consolidated profit rose 15% y/y to INR305.1bn. In addition, the company has reported a notable improvement in asset quality, with Gross NPA declining from 3.02% in FY 24 to 1.64% in FY 25. Net NPA therefore staged a recovery from 0.85% to 0.38% over the same period.

03 June 2025 at 09:27 pm AEST