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@SlowBullHQ "🚀 $VZ (Verizon Communications Inc.) Q2 2025 Earnings Leading US telecom operator delivering wireless broadband & media services EPS modest beat at $XXXX vs $XXXX est highlights disciplined cost control Revenue grew XXX% YoY to $XXXX B solid top-line lift on steady demand Service rev up XXX% YoY driven by XXX% wireless & XXX% broadband gains broadband strength cushioning wireless softness Postpaid net adds at X K vs +13 K est a miss reflecting competitive churn pressures Margins steady at 13.5%; raised full-year EPS growth guidance to XX% signalling confidence in profitability Free cash flow"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-21 12:07:18 UTC XX followers, XX engagements

"$JNJ Johnson & Johnson Q2 2025 Global healthcare leader in Pharmaceuticals & MedTech 🏥 Outperformed across the board: delivered mid-single-digit revenue growth and EPS above consensus; raised FY25 outlook on strong cash flow & FX tailwinds 💰📊 Pharma: oncology led the way with robust growth & key pipeline catalysts 🚀 MedTech: record device sales in orthopaedics & surgery 🦿 Consumer Health: resilient demand in skincare & wellness 🧴 Margins expanded thanks to cost discipline & efficiency gains 📈 Returned significant capital via buybacks & dividend hike 💸 Continued momentum in emerging"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-16 12:25:24 UTC XX followers, XX engagements

"🔔 CALX Calix Inc. Q2 2025 Cloud & software platform provider for broadband service providers Adj. EPS: $XXXX vs $XXXX est (+267% YoY) 📈 Revenue: $XXXXX M vs $XXXXX M est (+22% YoY; +10% QoQ) 🌐 Net loss: $XXX M (vs breakeven a year ago) 🔄 Op. cash flow: $XXXX M record; cash & inv. $XXX M 💰 Q3 guide: EPS $0.310.37 vs $XXXX est; rev $243249 M vs $XXXXX M est 🚀 Platform adoption fueling outsized growth & cash flowwatch deployment ramp and churn reduction 📡"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-22 01:19:00 UTC XX followers, XX engagements

"$DHR Danaher Corp Q2 2025 Global life-sciences & diagnostics innovator 🧪 Adj. EPS $XXXX vs. $XXXX est (+10% YoY) Rev $5.9B +3.5% YoY; core rev +1.5%; Bioprocessing +8% Op. cash flow $1.3B; FCF $1.1B fuels buybacks & R&D 💸 Raised FY EPS guide to $7.707.80; core growth X% Management cites strong execution of Danaher Business System robust bioprocessing demand and disciplined cost management. Watch H2 catalysts: new diagnostic launches AI-driven solutions and sustainability initiatives 🌱"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-23 18:49:21 UTC XX followers, XX engagements

"🚨 $CAG Conagra Brands Q4 FY25 Packaged foods leader: EPS came in just under Street 📉 Sales dipped modestly YoY amid softer volume 🛒 Guidance trimmed on lingering inflation & tariffs 🌪 📝 Notes: Cost-cutting programs ramp up to protect margins Free cash flow remains solid for buybacks 💸 Commodity pressures still a top risk #Earnings #CAG #FoodStocks"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-10 13:19:05 UTC XX followers, XX engagements

"$GM General Motors Company Q2 2025 Global automotive & mobility solutions leader EPS $XXXX vs $XXXX est; revenue $XXXX B tops $XXXX B forecast Net income $XXX B (35% YoY) hit by $XXX B in tariffs; free cash flow $XXX B Adjusted EBIT $X B; North America under pressure China equity income rebounds 🚗 Strong EV shipments (+100% YoY) but still under X% of mix. Management reaffirmed full-year guidance and is shifting production stateside to mitigate tariff impacts. Watch H2 catalysts: new EV launches Super Cruise rollouts & software-driven services"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-23 18:30:37 UTC XX followers, XX engagements

"$KO The Coca-Cola Company Q2 drops today pre-bell (8:30 am ET) EPS: est. $XXXX vs $XXXX LY Rev: $XXXX B (+1.7% YoY) Key 🔍: Pricing vs. input-cost pressure U.S. GLP-1 diets trimming volumes FY guidance tone Ready for the fizz 🍹👀"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-22 08:22:50 UTC XX followers, XX engagements

"🔔 ARE Alexandria Real Estate Equities Q2 2025 Life sciencefocused REIT owning and leasing premier lab & office space FFO slightly beat expectations on robust leasing activity Net loss driven by impairment charges and other non-cash write-downs Revenue held near flat as life-science demand stays resilient AFFO guidance maintained for the full year signaling management confidence Occupancy stable in the low-90% range despite temporary vacancies Dividend remains attractive fueled by strong cash flow Solid cash-generating engine offsets non-cash hits; watch leasing pipeline & asset rotations"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-21 21:25:45 UTC XX followers, XX engagements

"$INDT Indutrade AB Q2 2025 Swedish industrial & tech trading group specializing in specialised engineering products. Order intake held firm y/y Net sales dipped mid-single digits on fewer working days Profit softened low-teens; margin contracted slightly amid tougher comps Positive book-to-bill for second consecutive quarter Active cost adaptation driving Q/Q expense reduction Bolt-on acquisitions continue to broaden offering Solid backlog underpins revenue visibility despite market uncertainty"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-15 22:46:03 UTC XX followers, XX engagements

"$KO Coca-Cola Company Q2 2025 Global beverage leader Delivered a solid EPS beat driven by price/mix gains and strength in emerging markets. Organic revenue grew mid-single digits while case volumes dipped slightly as premium offerings offset weakness in sparkling. Management hiked full-year EPS growth guidance despite a X% FX headwind citing ongoing brand innovation cost efficiencies and sustainability initiatives. 👀 Keep an eye on new product rollouts in H2 and digital marketing momentum"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-23 21:05:00 UTC XX followers, XX engagements

"$NOC Northrop Grumman Q2 2025 Aerospace & Defense tech leader EPS $XXXX tops by $1; revenue $XXXX B up low-single digits YoY International sales surged 18%; Mission Systems led growth while Space Systems weighed on total Raised FY EPS guidance to $25.0025.40 and narrowed rev range despite supply-chain pressures Strong free cash flow fuels buybacks & R&D on B-21 stealth bomber and space programs Management sees robust defense demand but remains watchful on cost inflation and program timing"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-23 18:37:57 UTC XX followers, XX engagements

"🔔 NXPI NXP Semiconductors Q2 2025 Global semiconductor designer powering automotive IoT & mobile ecosystems Modest beats on both EPS and revenue driven by resilience in core end-markets 📈 Automotive held flat YoY; Industrial & IoT showed mid-single-digit growth; Mobile and Comm. Infra. cooled ⚙ Non-GAAP margins ticked up on tight cost control and mix improvement 🔧 Q3 revenue guided toward $3.053.25 B implying modest QoQ growth but continued YoY headwinds 📊 Shares slipped in after-hours trading on mixed outlook Key takeaway: Steady undercurrents in automotive & IoT offset softer consumer"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-21 21:13:44 UTC XX followers, XX engagements

"$HAL Halliburton Q2 2025 Oilfield services & equipment leader EPS $XXXX in line; revenue $XXXX B (5.5% YoY) Free cash flow $XXX M; $XXX M buybacks executed this quarter Operating margin 13%; costefficiency programs beginning to offset market headwinds CEO flags continued market softness in H2; key catalysts include software backlog digital solutions uptake and rigcount trends"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-23 18:21:50 UTC XX followers, XX engagements

"🚗 $DIDIY Mobility tech giant DiDi delivers strong Q1 (premarket) Chinas Uber posts robust growth across core markets: 📈 Revenues up XXX% YoY to RMB 53.3B 💰 Net profit nearly triples to RMB 2.36B 🔥 Adj. EBITDA jumps to RMB 3.1B 🚕 4.25B rides delivered (+13% YoY) record daily volumes 🌏 Intl. biz shines: +28% GTV growth (cc) 💬 Scaling rides expanding AI investing globally. Solid quarter from the ride-hailing leader. #Earnings #UnauditedResults"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-06-05 09:30:29 UTC XX followers, XXX engagements

"$PM Philip Morris International Q2 2025 Global tobacco & smoke-free solutions leader Diluted EPS +26.6% YoY to $1.95; adj. EPS +20.1% to $XXXX Smoke-free now XX% of net revenues; organic rev +6.8% YoY Raised FY EPS growth target to mid-teens % despite X% FX drag Strong cash flow drove additional buybacks & a dividend bump Sustainability push: further cuts in carbon footprint & packaging waste Management sees robust demand in Asia but remains watchful on regulatory changes and illicit-trade headwinds in Indonesia/EU. H2 product rollouts (new vaping variants) and digital shopper engagement will"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-23 18:14:18 UTC XX followers, XX engagements

"$SMPL The Simply Good Foods Co. - Q3 FY25 Leading nutrition snack & protein bar specialist 🎯 Outperformed on profit and top-line growth fueled by OWYN brand momentum and direct-to-consumer strength. 🚀 Delivered margin expansion through cost optimization and successful new product launches. 📊 Maintained full-year guidance underscoring confidence in mid-single-digit EBITDA growth. 💡 Gaining additional shelf space expanding e-commerce footprint and tapping rising health-conscious demand. #SMPL #SimplyGoodFoods #Earnings"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-10 14:24:00 UTC XX followers, XX engagements

"🚀 $DX (Dynex Capital Inc.) Q2 2025 Earnings Leading mREIT focused on agency MBS & CMBS Economic loss of $(0.10)/shr; book value fell to $XXXXX mark-to-market headwinds Net loss of $16.3M ($0.14/sh) improved versus Q1 Net interest income $23.1M (+35% QoQ) fueled by higher prepayments Dividend declared $0.51/sh for Q3 ($0.17/mo) supporting yield Liquidity at $891M; raised $282M ATM capital shoring up flexibility"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-21 14:21:00 UTC XX followers, XX engagements

"🔔 CCK Crown Holdings Q2 2025 Leading global supplier of rigid packaging for beverage food & transit markets Adjusted EPS: $XXXX (+19% YoY; prior yr $1.81) GAAP EPS: $XXXX Revenue: $XXXX B (+3.6% YoY) Segment Income: $XXX M (+9% YoY) Q3 Adj. EPS Guidance: $1.95$2.05 FY25 Adj. EPS Guidance: $7.10$7.50 Strong beverage can demand and tight cost controls drove double-digit EPS growth. Watch free cash flow targets ($900 M) and leverage moving toward XXX 👀"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-22 00:31:00 UTC XX followers, XX engagements

"$LMT Lockheed Martin Q2 2025 Aerospace & defense technology leader ✈🚀 EPS $XXXX vs. $XXXX est; revenue $XXXX B weighed down by $XXX B program loss & $XXX M charges 💸 Net income $XXX M; free cash flow $XXX M as cost overruns hit margins ⚠ Reiterated sales & FCF guidance; trimmed full-year EPS outlook to $21.7022.00 (prev. $27.0027.30) F-35 deliveries remain robust but Aeronautics execution under microscope 🔍 Space & Missile Systems backlog grows; NGAD stealth bomber progress a long-term catalyst 🚀 Management focused on cost controls supply-chain resilience & expanding international"
@SlowBullHQ Avatar @SlowBullHQ on X 2025-07-23 18:44:35 UTC XX followers, XX engagements