R: 0 G: 79 B: 103 #004F67 R: 153 G: 153 B: 204 #9999CC E N S I G N G R O U P INVESTOR PRESENTATION J u l y 2 0 2 5 w w w . e n s i g n g r o u p . n e t R: 105 G: 127 B: 87 #697F57 R: 172 G:200 B: 182 #ACC8B6 R: 252 G: 97 B: 92 #FC615C Primary Colors R: 0 G: 195 B: 255 #00C3FF R: 49 G: 131 B: 146 #008598 R: 68 G: 108 B: 120 # 446c78 R: 173 G: 106 B: 156 # b06a9b R: 148 G: 145 B: 147 #949193 R: 69 G: 110 B: 83 # 456E53 R: 41 G: 97 B: 99 # 296163 R: 47 G: 94 B: 84 # 2F5E54 Prevent Page Cut-off: File > Save As ...

Key Takeaways Camden projects Q2 core FFO per share of $1.67-$1.71, down 1.17% year over year at the midpoint.CPT's Q2 revenue estimate of $393.82M implies 1.7% growth from the prior-year quarter.Occupancy rose to 95.6% in Q2, supported by strong demand in high-growth urban and suburban markets.Camden Property Trust (CPT) is slated to report second-quarter 2025 results on July 31, after market close. The company’s quarterly results are likely to display a year-over-year rise in revenues, though funds from o ...

Key Takeaways DXC is gaining traction with a 1.2 book-to-bill ratio and 20% bookings growth in 4Q25.UIS saw a more than 80% y/y surge in total contract value, led by DSS and cybersecurity demand.DXC ended fiscal 2025 with $1.8B in cash and plans share repurchases amid strategic execution progress.Unisys Corporation (UIS) and DXC Technology Company (DXC) are two legacy players in the global IT services space, both undergoing significant transformations to stay relevant in an era driven by digital modernizati ...

Join iREIT® on Alpha today to get the most in-depth research that includes REITs, mREIT, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers. Our iREIT® Tracker provides data on over 250 tickers with our quality scores, buy targets, and trim targets.Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge ...

Holladay Bourbon Smash Holladay Bourbon Smash Five Farms Irish Cream in New Orleans Five Farms Irish Cream in New Orleans New Orleans, La., July 25, 2025 (GLOBE NEWSWIRE) -- In a city where every cocktail tells a story, Five Farms Irish Cream and Holladay Bourbon made a memorable mark at Tales of the Cocktail 2025, weaving their distinct heritages into the vibrant fabric of New Orleans' world-famous drinks festival and conference. The weeklong celebration brought together bartenders, brand leaders, ...

券商集体"卷"向"反内卷"研究了？ 近日，"反内卷"一词在证券行业显得"炙手可热"。据Wind数据，7月以来，截至7月25日，券商发布的 与"反内卷"相关的研究报告已经逼近500篇，几乎每天有近20篇"反内卷"的研报，涵盖了金属、电力设 备、煤炭、出海等多个行业。与此同时，"反内卷"主题相关路演数量也明显增多。 机构普遍认为，未来"反内卷"可能演绎成为市场下一阶段的行情主线，光伏、锂电、汽车、钢铁、水 泥、电商行业政策力度或将加强。 "反内卷"主题研报、路演层出不穷，涵盖多个行业 事实上，关于"反内卷"的问题治理贯穿了2025年的时间线。在今年政府工作报告中，就首次提出"综合 整治'内卷式'竞争"。 到了5月份，国家发展改革委研究室副主任李超在月度新闻发布会上表示，中国经济正处在新旧动能转 换期，新产业新业态新模式竞相涌现，传统产业加快转型升级。在这个过程中，确实有一些行业出现结 构性问题，有的盲目跟风投资，有的跟不上技术更新迭代节奏。一些企业陷入"内卷式"竞争，有的以低 价、超低价，甚至以低于成本价格销售，有的制假售假、以次充好。这些都突破了市场竞争的边界和底 线，扭曲了市场机制，扰乱了公平竞争秩序，必须加 ...

Key Takeaways DLR posted Q2 core FFO of $1.87, up 13.3% year over year and above the consensus estimate of $1.74.Q2 revenues rose 10.1% to $1.49B, driven by strong leasing, higher rental rates and solid demand.DLR raised 2025 FFO guidance to $7.15-$7.25 and secured $3B+ in new commitments to its U.S. hyperscale fund.Digital Realty Trust (DLR) reported second-quarter 2025 core funds from operations (FFO) per share of $1.87, beating the Zacks Consensus Estimate of $1.74. FFO also increased 13.3% year over yea ...

Fortis (FTS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 1. On the o ...

Marcus (MCS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on August 1, might help the stock move higher if these key numbers are better than expectations. On ...

Investor Presentation PORTLAND GENERAL ELECTRIC July 25, 2025 Cautionary statement Portland General Electric investors.portlandgeneral.com 121 SW Salmon Street Suite 1WTC0506 Portland, OR 97204 Nick White (503) 464-8073 Nicholas.White@pgn.com Sydnie Hinds (503) 464-7111 Sydnie.Hinds@pgn.com Information Current as of July 25, 2025 Except as expressly noted, the information in this presentation is current as of July 25, 2025 – the date on which PGE filed its Quarterly Report on Form 10-Q for the quarter ended ...