Infrastructure Capital Advisors ("Infrastructure Capital") is a leading provider of investment management solutions designed to meet the needs of income-focused investors. Jay Hatfield is CEO and CIO of the investment team. Mr. Hatfield is the lead portfolio manager of the InfraCap Small Cap Income ETF (NYSE: SCAP), InfraCap Equity Income Fund ETF (NYSE: ICAP), InfraCap MLP ETF (NYSE: AMZA), Virtus InfraCap U.S. Preferred Stock ETF (NYSE: PFFA), InfraCap REIT Preferred ETF (NYSE: PFFR), and a series of priv ...

Arrow Electronics (ARW -1.16%), a global distributor of electronic components and enterprise computing solutions, released its earnings for the second quarter of fiscal 2025 on July 31, 2025. The company reported GAAP sales of $7.58 billion, ahead of consensus GAAP estimates of $7.16 billion. Non-GAAP earnings per share reached $2.43, beating the $2.07 non-GAAP estimate. Revenue (GAAP) increased 10.0% year-over-year, and Net income attributable to shareholders (GAAP) reached $188 million, up 73.0%. Despite ...

The JPMorgan US Momentum Factor ETF (NYSEARCA: JMOM ) is among the funds focused on the momentum investment theme. It offers a broader approach, balancing exposure across sectors with a diversified stock allocation. It is cheaper than most momentum funds, though notAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. ...

Arthur J. Gallagher & Co. (AJG -1.34%), the multinational insurance brokerage and risk management company, reported its Q2 2025 earnings on July 31, 2025. The release showed adjusted earnings per share (EPS) of $2.33 and revenue (non-GAAP) of $3.17 billion for Q2 2025, both slightly below analyst expectations of $2.36 and $3.20 billion, respectively (non-GAAP). Although the quarter featured robust margin expansion and steady acquisition pace, Organic revenue growth in the core Brokerage segment decelerated ...

RBC Bearings (RBC 3.22%), a major supplier of precision bearings and engineered components for industrial and aerospace markets, reported Q1 FY2026 results on August 1, 2025. The report showed rising revenue and earnings compared to Q1 FY2025, but both key figures—GAAP revenue and non-GAAP EPS—missed Wall Street forecasts. Non-GAAP earnings per share came in at $2.84 versus the $2.88 estimate, and GAAP revenue was $436.0 million, below the $480.6 million consensus projection. Despite the miss, both segments ...

Essential Utilities (WTRG 3.86%), a regulated utility specializing in water, wastewater, and natural gas services, reported its second quarter 2025 results on August 1, 2025. The key news was significant outperformance versus expectations. Earnings per share (GAAP) were $0.38, surpassing the analyst GAAP estimate of $0.30. Revenue (GAAP) reached $514.9 million, well above the GAAP revenue forecast of $469.75 million. Net income and operating income (GAAP) both saw double-digit growth. The quarter was marked ...

Schneider National (SNDR -1.39%), a leading provider of truckload, intermodal, and logistics services, reported earnings on July 31, 2025. The most notable update from this release is that the company delivered GAAP revenue of $1,420.5 million, narrowly surpassing analyst GAAP revenue estimates of $1,412.24 million, while adjusted diluted earnings per share came in at $0.21 versus a consensus of $0.20. Both headline figures (diluted earnings per share and adjusted diluted earnings per share) were flat or sl ...

Upland Software (UPLD 9.76%), a cloud-based software provider, reported quarterly results showing significant changes due to strategic business divestitures and a sharpened focus on core operations. The second quarter earnings release, published on July 31, 2025, covers results for the period ended June 30. GAAP revenue of $53.4 million slightly topped analyst expectations of $53.2 million, while non-GAAP earnings per share reached $0.15. Year-over-year, revenue dropped as the company embraced a strategy of ...

Church & Dwight (CHD 0.34%), a consumer products company known for household and personal care brands, reported results for Q2 2025 on August 1, 2025. The headline news: the company posted earnings per share of $0.94 (Non-GAAP), outpacing analyst expectations of $0.86 (non-GAAP) and its own guidance of $0.85 adjusted EPS. Net sales (GAAP) came in at $1,506.3 million, exceeding GAAP revenue estimates by $19.1 million but down slightly (0.3%) from the same quarter the prior year (GAAP). While Non-GAAP EPS and ...

The hype train has left the station, and Figma's share price is rocketing higher. Here is what might come next.Software company Figma (FIG 5.43%) burst onto Wall Street as one of the hottest initial public offering (IPO) stocks in recent history.The stock soared 250% on its first day of trading, topping a $58 billion market valuation. As of this writing, shares of Figma have continued to show strength, potentially pushing even higher.As exciting as the stock's price action is, it's wise to step back and thi ...