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WSFS Financial Corporation (WSFS) Q2 2026 Earnings Call Transcript

, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG).

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN HUB GROUP, INC. (HUBG), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE AUGUST 28, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Is The Lawsuit About?
The complaint filed alleges that, between April 28, 2023 and May 11, 2026, Defendants failed to disclose to investors that: (1) the Company's financial statements prepared for the periods from Q1 2023 to Q4 2024 contained material misstatements caused by the premature and incorrect recognition of certain transactions; (2) the Company's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com

SOURCE Law Offices of Howard G. Smith

HCA Healthcare, Inc. (HCA) Q2 2026 Earnings Call Transcript

Key Takeaways NRG plans $1 billion in 2026 buybacks and nearly $407 million in dividends. NRG will invest about $310 million in growth, including 1.5 GW of Texas Energy Fund projects. Rising AI data-center, manufacturing and electrification demand support NRG's long-term growth. NRG Energy, Inc. (NRG - Free Report) , through systematic capital allocation, utilizes its cash to grow and create shareholder value through reinvestment, debt repayment, acquisitions, dividends and share buybacks. The company is making strategic capital investments across its business segments, generating attractive returns and enhancing shareholder value.

In 2026, NRG Energy plans to return $1.4 billion to shareholders through $1 billion of share repurchases and nearly $407 million in dividends. Rising electricity demand from AI data centers, manufacturing and electrification is strengthening NRG Energy’s long-term growth prospects. Growing investments in AI infrastructure are driving demand for reliable power, creating additional opportunities for the company’s generation business.

The company plans to invest approximately $310 million in growth initiatives during 2026. NRG is advancing 1.5 gigawatts of Texas Energy Fund projects, integrating the LS Power acquisition, expanding opportunities in data centers and providing flexible demand solutions. These investments are expected to drive long-term earnings growth while supporting disciplined capital allocation.

Capital Allocation Strengthens Shareholder ReturnsCapital allocation strengthens shareholder returns by balancing growth investments with disciplined cash deployment. Utilities invest in grid modernization while returning excess cash through dividends and share repurchases. This balanced capital allocation supports earnings growth, boosts per-share value and enhances long-term shareholder returns.

Vistra (VST - Free Report) returned about $600 million through dividends and share repurchases by May 1, 2026. It has repurchased $6.3 billion of shares since 2021, reducing share count by 30%, with $1.5 billion in buyback authorization remaining through 2027.

Constellation Energy (CEG - Free Report) repurchased 1.2 million shares for approximately $335 million in the first quarter of 2026 stock pullback, demonstrating confidence in its long-term value and 
commitment to enhancing shareholder returns.

The Zacks Rundown on NRGNRG’s Earnings EstimatesThe Zacks Consensus Estimate for 2026 and 2027 earnings per share indicates a year-over-year increase of 10.16% and 26.55%, respectively.

Image Source: Zacks Investment Research

NRG’s Returns on Equity (ROE)NRG Energy's trailing-12-month ROE is 70.67%, ahead of the industry average of 11.21%.

Image Source: Zacks Investment Research

NRG’s Stock Price PerformanceIn the past month, NRG Energy’s shares have risen 0.2% compared with the industry’s 1% growth.

Image Source: Zacks Investment Research

NRG’s Zacks Rank

Super Micro Computer (SMCI -3.53%) recently issued a preliminary financial update for the fourth quarter of fiscal 2026 (period ended June 30). The results painted a mixed picture, with revenue expected to come in near the low end of guidance.

Nevertheless, two other metrics -- a sharply higher gross margin and a record backlog in excess of $60 billion -- stand out as encouraging signals for the broader artificial intelligence (AI) infrastructure market and, specifically, for Dell Technologies (DELL -0.42%). Read on to learn why.

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Why is Super Micro Computer important for AI infrastructure? Super Micro designs high-performance servers, storage systems, and rack-scale solutions optimized for AI data centers. The company is a major player in AI infrastructure as its platforms incorporate the latest GPU architectures, advanced liquid cooling, and high-density configurations. These systems help hyperscalers and cloud providers scale the massive compute clusters required for AI model training and inference. Super Micro competes with other server and systems vendors, most notably Dell Technologies, Hewlett Packard Enterprise, and Lenovo.

Why do Super Micro's gross margin and backlog matter? Super Micro's preliminary results show an estimated gross margin between 15% and 17%, well above the company's prior guidance of 8.2% to 8.4%. Management attributed the rising profitability to a more favorable customer and product mix. The margin expansion signals that AI server demand is beginning to support stronger pricing and profitability, reflecting a shift toward higher-value configurations as opposed to lower-margin build-outs.

At the same time, Super Micro reported a record backlog with $60 billion in new orders during the fourth quarter alone. The enormous order intake points to sustained capital expenditures (capex) by hyperscalers accelerating their data center footprints. Far from a one-off surge, the data suggests the AI infrastructure boom remains robust, with big tech continuing to commit meaningful balance sheet resources well into the future.

Image source: Getty Images.

Why Dell is an overlooked winner from Super Micro's growth Super Micro's growth highlights Dell as a key beneficiary of the same industry trends. Dell offers a far broader portfolio compared to Super Micro -- encompassing servers, storage, networking, PCs, software, and support services. While Super Micro excels in specialized AI server deployments, some customers prefer Dell's integrated solutions and ability to deliver a complete IT stack.

The strong underlying demand confirmed by Super Micro's results validates that AI infrastructure spending is accelerating. Smart investors understand that this creates a spillover opportunity for Dell in segments where it holds competitive advantages. This includes broader enterprise deployments, networking and storage, and situations where customers rely on multiple suppliers.

As Super Micro captures certain pockets of the AI server market, Dell's diversified portfolio is positioned to win incremental business that falls outside SMCI's narrower expertise. Ultimately, Super Micro's improving profitability and massive backlog help confirm the durability of the AI infrastructure supercycle. Dell is positioned to convert Super Micro's momentum into its own market-share gains as it rides the same secular tailwinds but with greater breadth.

Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10.

There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today. It looks like high-beta profit-taking on a broad risk-off session, with a crowded AI-power trade unwinding after powerful rallies in Bloom Energy and FuelCell Energy shares.

The Global X Hydrogen ETF (NYSEARCA:HYDR), which holds all three names, is down 5% to $42. That confirms the pressure is sector-wide rather than idiosyncratic to any one issuer.

Bloom Energy Leads the Drop After a Vertical Run Bloom Energy stock is still up 119% year to date (YTD) even after Friday’s drop, and that gain is really the point. Vertical rallies invite sharp air pockets when momentum flips, and today has the look of one of those days.

The bull case, which powered the rally, centers on the company’s on-site power deals for AI data centers, including a warrant partnership with Oracle (NYSE:ORCL | ORCL Price Prediction). Bloom Energy’s Q1 2026 report reinforced that story, with revenue of $751.1 million, up 130.4% year over year (YoY), and management raised the company’s full-year guidance to $3.4 billion to $3.8 billion.

The overhang is an early-July short-seller report that questioned Bloom Energy’s supply-chain and production-capacity claims and prompted a securities class-action investigation. Nothing new hit the wire today, but the bears have a ready-made narrative when the market turns defensive.

FuelCell Energy Cools After a Face-Ripping Rally FuelCell Energy stock is trading at $21.37, off 8% on the session, yet the shares are still up 192% YTD. That 2026-to-date figure is the biggest in the group and explains why the pullback still looks orderly relative to the underlying gain.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Plug Power didn't make the cut. Grab the names FREE today.

FuelCell Energy’s Q2 2026 earnings report was mixed. The company’s revenue came in at $35.6 million, down 5% YoY, and the company took a $42.6 million non-cash impairment tied to its Groton project. The offset is a commercial pipeline management put at 4 gigawatts, with 90% tied to data center proposals.

Plug Power’s Smaller Drop Reflects a Smaller Rally Plug Power stock is down 4%, the mildest hit of the three. That’s less a sign of relative strength than of a stock that never joined the parabolic move, with Plug Power shares up only 7% YTD.

Plug Power’s Q1 2026 report showed revenue of $163.5 million, up 22.3% YoY, and management is targeting positive EBITDAS in Q4 2026. The company also flagged roughly $275 million in expected proceeds from hydrogen project asset monetization, a key liquidity marker for a story that still runs on cash.

What Investors Can Watch Next The Global X Hydrogen ETF is a narrow, single-theme fund, and its 30% YTD gain shows exactly how concentration risk can cut both ways. Investors sizing their exposure via HYDR or these single-stock names should consider keeping their position sizes modest given the volatility on display today.

The bull case still rests on AI data center power demand, and Bloom Energy’s Oracle-linked deals remain the clearest evidence that thesis is real. The bear case, sharpened by the July short-seller report, is that valuations already price in a lot of that growth, and any slowdown in adoption could unwind more of the rally.

Investors can watch for whether Friday’s selling persists into next week and whether Bloom Energy stock holds $185. Forward earnings updates from all three companies in the weeks ahead could reset the narrative in either direction.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Plug Power didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

COLLEGE PARK, Md.--(BUSINESS WIRE)--IonQ (NYSE: IONQ), the world's leading quantum platform company, today announced that the company will release its financial results for the quarter ended June 30, 2026, on Wednesday, August 5, 2026, after the financial markets close. IonQ will host a conference call at 4:30 PM Eastern that same day to discuss its results and business outlook. The call will be accessible by telephone at 1-888-349-0106 (domestic) or +1-412-902-0131 (international). The call wi.

Comfort Systems USA, Inc. (FIX) Q2 2026 Earnings Call Transcript

Key Takeaways HIG reported Q2 EPS of $3.42, beating estimates and up 5.6% year over year. HIG benefited from higher investment income and Business Insurance premium growth. HIG returned $615 million to shareholders and approved a new $4.2 billion repurchase program. The Hartford Insurance Group, Inc. (HIG - Free Report) delivered second-quarter fiscal 2026 earnings per share of $3.42, up 6% year over year and above the Zacks Consensus Estimate of $3.12 by 9.6%. 

Revenues came in at $5.23 billion, topping the consensus mark of $5.19 billion by 0.8%. The top line improved 6.8% year over year.

The quarterly results benefited from higher investment income, premium growth in Business Insurance and improving Personal Insurance profitability. Strong new business expansion in Small Business and favorable pricing trends supported results. However, the upside was partly offset by an increased expense level, higher catastrophe losses and weaker Employee Benefits profitability.

HIG Benefits From Investment Income GrowthThe Hartford’s second-quarter core earnings inched up 1% year over year to $945 million. Net income available to common stockholders rose 31% year over year to $1.3 billion, helped by stronger operating performance and income from discontinued operations.

Earned premiums grew 5.3% year over year to $6.3 billion, marginally higher than the Zacks Consensus Estimate. Net investment income, before tax, advanced 22% year over year to $800 million, higher than the consensus mark of $746 million. The increase reflected higher income from limited partnerships and other alternative investments, along with growth in invested assets.

Total benefits, losses and expenses escalated 8.8% year over year to $6 billion due to higher amortization of DAC and insurance operating expenses.

P&C current accident year catastrophe losses were $222 million, up 4.7% year over year.

HIG Business Insurance Delivers Steady GrowthThe Business Insurance unit remained the largest contributor to operating performance, with written premiums rising 5% year over year to $4 billion. Net income rose 1% to $704 million, while core earnings declined marginally year over year to $695 million, as higher premium growth and investment income were offset by underwriting pressures. 

The segment’s combined ratio deteriorated to 91.4 from 87 in the prior-year quarter, pressured by less favorable prior-year development and higher catastrophe losses. The metric compared favorably with the Zacks Consensus Estimate of 92. 

Small Business delivered improvement, with written premiums increasing 7% year over year and the combined ratio improving to 85.9. Growth was supported by double-digit new business expansion.

HIG Personal Insurance Improves ProfitabilityPersonal Insurance continued its turnaround, with core earnings rising 36% year over year to $128 million. Written premiums declined 7% to $915 million as competitive market conditions weighed on growth.

Profitability improved significantly, with the combined ratio improving to 90.1 from 94.1 in the prior-year quarter. The metric compared favorably with the consensus mark of 97. 

The segment’s underlying loss and loss adjustment expense ratio improved 280 basis points to 60. Pricing increases outpaced loss cost trends, helping offset pressure from lower earned premiums and higher expenses.

HIG P&C Other Ops Remain StableP&C Other Operations reported core earnings of $17 million, up 21% year over year. Revenues increased 35.3% year over year to $23 million.  

HIG’s Employee Benefits Faces Cost PressureEmployee Benefits reported core earnings of $139 million, down 15% year over year. The decline reflected higher losses, particularly in group disability, although premium growth remained positive.

Fully insured ongoing premiums increased 5% to $1.7 billion. The segment’s core earnings margin was 7.4%, supported by strong life results and solid disability performance.

The loss ratio deteriorated to 72.5% from 69.1% in the prior-year quarter, while the expense ratio improved to 25.2% from 25.7% due to earned premium growth and lower commissions, partially offset by higher technology costs.

The Hartford Funds Sale Boosts Corporate ResultsHartford Funds was reclassified as discontinued operations following the agreement to sell Hartford Funds Management, Inc. The transaction resulted in income from discontinued operations of $318 million before tax in the second quarter of fiscal 2026 compared with $57 million in the prior-year quarter, primarily due to a $251 million income tax benefit related to the sale.

Corporate reported net income of $300 million in the quarter compared with $45 million a year ago, while core earnings resulted in a loss of $34 million, narrower than a loss of $36 million in the prior-year period. The improvement in reported results was primarily driven by the Hartford Funds transaction impact.

HIG’s Financial Update (as of June 30, 2026)The Hartford exited the second quarter with total assets of $88 billion, up 2.3% from 2025-end, while total investments inched up 0.8% from 2025-end level to $64 billion. Cash rose 2.5% to $125 million during the same period. 

Debt remained largely stable at $4.4 billion. Total stockholders’ equity came in at $19.6 billion, up 3.4% from year-end 2025. Book value per share excluding AOCI improved 7.2% year over year to $78.91. 

Operating cash flow was $2.2 billion in the first half of 2026, down marginally from the prior-year comparable period. 

HIG Strengthens Capital ReturnsThe Hartford continued its capital deployment efforts during the quarter, returning $615 million to shareholders. The company repurchased $450 million of shares and paid $165 million in common stock dividends.

The board also authorized a new $4.2 billion share repurchase program effective Aug. 1, 2026, through the end of 2028. This authorization represents a 27% increase from the previous program.

HIG Maintains Strong Operating MetricsThe company generated a trailing 12-month core earnings return on equity of 18.7%, which improved 270 basis points year over year. 

HIG’s Zacks RankThe Hartford currently has a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance of Other InsurersOf the insurance industry players that have reported second-quarter 2026 results so far, the bottom-line results of RenaissanceRe Holdings Ltd. (RNR - Free Report) , Chubb Limited (CB - Free Report) and First American Financial Corporation (FAF - Free Report) beat the respective Zacks Consensus Estimate.

RenaissanceRe reported second-quarter 2026 operating income of $12.92 per share, which surpassed the Zacks Consensus Estimate by 12.9%.  The bottom line also improved 5.1% year over year. Total operating revenues declined 6.7% year over year to $2.64 billion. The top line missed the consensus mark by 1%. Net premiums earned declined 8.8% year over year to $2.2 billion. Net investment income of $432.5 million advanced 4.7% year over year in the quarter. 

RenaissanceRe's underwriting income declined 0.4% year over year to $599.1 million. The combined ratio improved to 72.8% from 75.1% in the year-ago quarter. The Property segment’s net premiums earned of $881.6 million increased 1.6% year over year. It generated an underwriting income of $642.7 million, which increased 2% year over year. The Casualty & Specialty Segment unit recorded net premiums earned of $1.3 billion, which tumbled 14.7% year over year to $1.32 billion. 

Chubb’s second-quarter 2026 core operating earnings of $7.26 per share beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%. Consolidated net premiums written increased 3.6% year over year to $14.71 billion. Pre-tax net investment income increased 12.3% to a record $1.76 billion. 

Global P&C net premiums written, excluding agriculture, advanced 2.8% to $11.99 billion. Life insurance net premiums written grew 7.5% to $1.94 billion. North America Commercial P&C net premiums written declined 2.3% to $5.59 billion. Major accounts and specialty fell 9.0% as underwriting actions weighed on property business, while middle-market and small commercial premiums increased 8.9% to $2.34 billion. Overseas General Insurance net premiums written jumped 10.2% to $3.99 billion, or 4.8% in constant dollars. 

First American Financial reported second-quarter 2026 operating earnings of $2.08 per share, which beat the Zacks Consensus Estimate by 15.6% and rose 35.9% year over year. Operating revenues climbed 15% to $2.1 billion. The top line surpassed the consensus estimate by 4.4%. Direct premiums and escrow fees reached $794.1 million, marking a 14.8% increase from the prior-year level. Investment income totaled $183.7 million in the second quarter, up 14.7% year over year. 

In the Title Insurance and Services unit, total revenues rose 16.9% year over year to $2 billion. Investment income increased 11% to $164 million. Adjusted pretax margin expanded 310 bps to 15.7%. Title open orders increased 0.7% to 188,200, while closed orders declined 0.7% to 137,300. Average revenue per direct title order increased to $4,572, reflecting a 31% increase in commercial average revenue per order. In the Home Warranty segment, total revenues rose 3.3% to $113.8 million, exceeding our model estimate of $111 million. Pretax income climbed 8.5% year over year to $24.2 million. 

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Analyst’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. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Key Takeaways RLI beat Q2 earnings and revenue estimates on premium growth and higher investment income.Favorable reserve development supported Property and Surety results despite higher catastrophe losses.Weaker Casualty underwriting and higher expenses partly offset strength, while share buybacks continued. RLI Corp. (RLI - Free Report) reported second-quarter 2026 operating earnings of 83 cents per share, which beat the Zacks Consensus Estimate by 16.9%. The bottom line increased 1.2% from the prior-year quarter.

The quarterly results reflect continued premium growth, higher investment income and favorable prior-year reserve development. However, weaker underwriting performance in the casualty segment partly offset these positives.

Operational PerformanceOperating revenues for the reported quarter were $463 million, up 4.9% year over year, driven by higher net premiums earned and net investment income. The top line beat the Zacks Consensus Estimate by 1.6%.

Gross premiums written (GPW) increased 3.1% year over year to $579.7 million, driven by strong growth in the casualty segment. Our estimate was $592.9 million.

Net investment income increased 16.8% year over year to $46 million. The Zacks Consensus Estimate was $42.7 million, while our estimate for the metric was pegged at $40.7 million. The investment portfolio’s total return was 3.4% in the second quarter.

Total expenses increased 6.4% year over year to $367.9 million, primarily due to higher policy acquisition costs, insurance operating expenses and interest expense on debt. Our estimate was $376.8 million.

Underwriting income fell 3.7% year over year to $59.9 million. Our estimate was $53.1 million. The combined ratio deteriorated 110 basis points year over year to 85.6, reflecting higher catastrophe losses. Our estimate was 87.2.

Segmental ResultsCasualty lines’ GPW rose 10.6% year over year to $339 million. The figure was above our estimate of $338.1 million.

The underwriting income decreased significantly to $1.7 million from $8.3 million, down 79% year over year. The combined ratio deteriorated 280 bps year over year to 99.3%. The figure was above our estimate of 98.4%.

Property lines’ GPW fell 5.9% year over year to $199.3 million. The figure was below our estimate of $207.7 million.

The underwriting income increased to $53.5 million, up 8.1%, supported by favorable reserve development. The combined ratio improved 530 bps year over year to 56.8%. Our estimate was 65.2%.

Surety lines’ GPW declined 5.7% year over year to $41.4 million. The figure was below our estimate of $47.1 million.

The underwriting income improved 5.4% year over year to $4.7 million. The combined ratio improved 70 bps year over year to 87.2%. Our estimate was 84.8%.

RLI's Financial UpdateRLI exited the second quarter with total investments and cash of $4.9 billion, up 4.5% from 2025-end level.

Book value was $19.09 per share as of June 30, 2026, up 11% from Dec. 31, 2025.

Net cash flow from operations was $145.2 million, down 16.9% year over year.

The statutory surplus increased 5.2% from 2025-end to $1.94 billion as of June 30, 2026.

Return on equity was 24.5%, expanding 480 bps from the year-ago period.

RLI’s Capital Deployment UpdateOn June 12, 2026, the insurer paid a regular quarterly dividend of 18 cents per share for the second quarter. RLI’s cumulative dividends totaled more than $1.3 billion over the last five years.

On May 14, 2026, the board of directors approved a $250 million share repurchase program. The company repurchased 0.2 million shares for $12 million during the second quarter. As of June 30, 2026, $238 million remained available under the authorization.

RLI’s Zacks RankRLI currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Performance of Another InsurerFirst American Financial Corporation (FAF - Free Report) reported second-quarter 2026 operating earnings of $2.08 per share, which beat the Zacks Consensus Estimate by 15.6% and rose 35.9% year over year. Operating revenues climbed 15% to $2.1 billion, driven by growth in direct premiums, escrow fees, and Information and other revenues. The top line surpassed the consensus estimate by 4.4%.

Direct premiums and escrow fees reached $794.1 million, marking a 14.8% increase from the prior-year level. Investment income totaled $183.7 million in the second quarter, up 14.7% year over year. The figure exceeded both our estimate and the Zacks Consensus Estimate of $182.3 million.

The Travelers Companies, Inc. (TRV - Free Report) reported second-quarter 2026 core income of $10.04 per share, which beat the Zacks Consensus Estimate of $5.21 by 92.7%. The bottom line climbed 54% year over year. Revenues of $12.09 billion missed the Zacks Consensus Estimate of $12.27 billion by 1.5%.

Net investment income rose 14% year over year to $1.07 billion pre-tax ($883 million after tax). The combined ratio improved 670 basis points year over year to 83.6%, reflecting lower catastrophe losses, stronger reserve development and a better underlying combined ratio.

W.R. Berkley Corporation (WRB - Free Report) reported second-quarter 2026 operating income of $1.27 per share, which beat the Zacks Consensus Estimate by 16.5%. The bottom line increased 21% year over year. Operating revenues totaled $3.8 billion, up 3.6% year over year. The top line surpassed the consensus estimate by 1.87%.

W.R. Berkley’s net premiums written were about $3.4 billion, up 2.4% year over year. The figure surpassed our estimate of $3.4 billion. The consolidated combined ratio (a measure of underwriting profitability) improved 160 basis points year over year to 90, missing the Zacks Consensus Estimate of 92.

The semiconductor market, which has significantly outperformed the broader market in 2026 is seeing a pullback in July. The factors driving this rise include aggressive profit-taking, valuation concerns, and unwinding leveraged trades following a historic AI-fueled rally. 

Key Takeaways The recent semiconductor market pullback is fueled by institutional profit-taking amid record valuations, the unwinding of leveraged positions, and concerns regarding the sustainability of hyperscaler capital expenditures, which could threaten revenue if order volumes slow. Despite significant drawdowns from June peaks, major sector ETFs like SMH and SOXX have continued to attract billions in new capital, potentially signaling persistent investor confidence despite the volatility. With valuations stretched, Q2 earnings results and forward guidance have become a primary driver of semiconductor performance. Sustained growth from chip manufacturers is now essential to justify current pricing levels and avoid further repricing. Drivers of the Market Correction Following quarters of record gains, the market is seeing a recalibration of expectations, rather than a collapse in demand. The VanEck Semiconductor ETF (SMH) currently sits at a Price to Earnings ratio of 49.64, significantly higher than U.S. broad market funds such as the State Street SPDR S&P 500 ETF (SPY), with a P/E ratio of 22.70. With semiconductor firms trading at record valuations, investors began taking massive profits and trimmed overweight positions to reduce concentration risk. 

Additionally, Mega-cap hyperscalers such as Amazon (AMZN), Google (GOOG), Meta (META), Microsoft (MSFT), and Oracle (ORCL) account for a large portion of semiconductor capital expenditures. As AI capital expenditures continue to increasingly compress free cash flows, investors are demanding to see strong revenues from these investments. If just one of these hyperscalers begins slowing semiconductor orders, it could lead to significant revenue declines for semiconductor manufacturers. 

Furthermore, when the semiconductor market was surging, many investors turned to products like daily leveraged ETFs to amplify returns. When the sector began to stall, funds such as the Direxion Daily Semiconductor Bull 3X ETF (SOXL) were forced to sell heavily at the market close to maintain the fund’s target exposure, driving semiconductor companies stock prices lower. 

ETF Performance Amid Market Volatility The impact of this market pullback on semiconductor ETFs has been heavily dependent on the level of portfolio concentration. Concentrated pure-play semiconductor funds such as SMH and the iShares Semiconductor ETF (SOXX) have seen month to date declines of -8.54% and -10.63% respectively. Despite the declines, semiconductor funds have maintained strong inflows with SMH gaining $1.60 billion and SOXX pulling in $6.13 billion.

While the broader semiconductor market declined, the highly concentrated memory semiconductor sectors saw amplified declines. The Roundhill Memory ETF (DRAM), comprising approximately 16 holdings across the memory sector, fell 13.83% from the start of the month. The fund has maintained strong inflows despite the turbulence in the sector, pulling in $4.63 billion in new assets as of July 17. 

The Role of Q2 Earnings in Market Repricing As investor scrutiny over semiconductor valuations and capital expenditures persist, second-quarter earnings and forward guidance has become increasingly important. Just a few names in the semiconductor sector have reported second quarter earnings in July, with some mega-cap names such as Nvidia (NVDA) and Advanced Micro Designs (AMD) set to report in August.

Taiwan Semiconductor Manufacturing Company (TSM) reported revenue of $40.20 billion, marking an increase of 33.7% year-over-year, respectively. Q2 results were driven by increasing demand for AI chips and data center infrastructure, which accounts for approximately 66% of the firm’s revenue. TSM raised its guidance for Q3 2026 revenue between $44.6 billion and $45.8 billion. 

Texas Instruments (TXN) delivered a robust second quarter, headlined by $5.46 billion in revenue, representing a 23% year-over-year increase. The firm reported broad growth across industrial, automotive, and data center segments. TI announced its Q3 revenue outlook in the range of $5.65 billion to $6.15 billion. 

Intel Corporation (INTC) recently announced revenue of $16.1 billion, a 25% increase from second-quarter last year. The report was highlighted by the strong growth in data center and AI revenue which reached $6.3 billion, reflecting 59% year over year growth. INTC raised its third quarter revenue guidance to $15.8 billion to $16.8 billion. 

This market drawdown has set the stage for a high-stakes earnings season in which revenues and forward guidance have increasingly dictated broader semiconductor market performance. If chip manufacturers can maintain resilient growth and order volumes despite stock declines, the pullback may prove to be a healthy consolidation. If guidance for the remainder of the year falls short of Wall Street expectations, the semiconductor ETF market could be in for a longer period of repricing. 

For more news, information, and analysis, visit VettaFi | ETF Trends. 

Key Takeaways IDA's 2026 and 2027 EPS estimates imply growth of 8.31% and 8.57%, respectively. IDACORP plans to invest nearly $7.1 billion from 2026 to 2030 to expand its regulated rate base. IDA offers a 2.36% dividend yield and has raised its quarterly dividend consistently since 2011. IDACORP, Inc. (IDA - Free Report) benefits from steady customer and large-load growth, supportive rate mechanisms and timely cost recovery, strengthening earnings visibility. Its disciplined investments strengthen grid reliability, renewable integration and transmission expansion, supporting long-term regulated growth.

Let’s focus on the factors that make this Zacks Rank #2 (Buy) stock a strong investment pick at the moment.

Projections for IDA & Surprise History The Zacks Consensus Estimate for IDA’s  2026 and 2027 EPS is pinned at $6.39 and $6.94, indicating year-over-year growth of 8.31% and 8.57%, respectively.

IDA’s long-term (three to five years) earnings growth rate is 7.85%.

The Zacks Consensus Estimate for IDA’s  2026 and 2027 sales is pegged at $1.88 billion and $2.14 billion, indicating year-over-year growth of 3.52% and 14.05%, respectively.

IDACORP surpassed the Zacks Consensus Estimate in three of the trailing four quarters and met once, delivering an average positive earnings surprise of 3.70%.

IDA’s Stable Investments The company’s systematic capital investment plans support infrastructure development and grid modernization. These investments enhance service reliability, strengthen the electric system and support long-term customer growth and regulated earnings.

IDACORP plans to invest $1.3-$1.5 billion during 2026 and nearly $7.1 billion from 2026-2030, averaging about $1.416 billion per year. These regulated investments should expand the company's rate base, supporting future revenues and earnings growth through regulatory cost recovery. The emphasis on transmission, distribution and new generation also positions the company to maintain reliable service while meeting increasing electricity demand.

IDA’s Capital Return Program IDA has consistently increased shareholders' value through dividend payments, reflecting stable earnings and strong cash flow. The company has consistently increased its quarterly dividend since 2011, highlighting its commitment to delivering growing shareholder returns.

IDACORP has a dividend yield of 2.36% versus the Zacks S&P 500 composite’s average of 1.33%. Currently, the company’s quarterly dividend is 88 cents per share. This represents an annualized dividend of $3.52 per share.

IDA’s Debt Position The debt-to-capital ratio measures a company's reliance on debt financing and provides insight into its leverage and long-term financial stability. IDA’s total debt-to-capital ratio is 50.98%, which is lower than the industry’s 60.71%, reflecting stronger financial stability and lower leverage risk.

IDA’s time earned ratio (TIE) at the end of the first quarter of 2026 was 2.5. The TIE ratio evaluates how effectively a company meets interest obligations using operating earnings, providing insight into its financial stability and solvency. IDA’s current TIE indicates that the company will be able to meet its interest obligations easily.

Price Performance of IDAIn the past six months, IDACORP shares have rallied 13.4% compared with the industry’s 6.4% growth.

Image Source: Zacks Investment Research

Other Stocks to Consider Some other top-ranked stocks from the same Industry are Ameren (AEE - Free Report) , Evergy (EVRG - Free Report) and Exelon (EXC - Free Report) . All the stocks carry a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

AEE, EVRG and EXC have dividend yields of 2.65%, 3.21% and 3.55%, respectively, which are better than the Zacks S&P 500 Composite’s yield of 1.33%.

The Zacks Consensus Estimate for Ameren, Evergy and Exelon’s 2026 EPS are pegged at $5.38, $4.25 and $2.86 suggesting year-over-year growth of 6.96%, 10.97% and 3.25%, respectively.

24.7.2026 22:11

Zámořské akciové trhy dnešní obchodování uzavřely smíšeně, když pokles cen ropy a solidní výsledková sezóna kompenzovaly výprodej v čipovém sektoru. Širší index S&P 500 mírně vzrostl o 0,05 % na 7411,99 bodu a index Dow Jones posílil o 0,46 % na 51947,25 bodu. Naopak technologický Nasdaq Composite odepsal 0,64 % na 24975,82 bodu. Ke zklidnění tržního sentimentu přispěly naděje na zprostředkovatelská jednání mezi USA a Íránem, což zmírnilo obavy z inflace.

V rámci jednotlivých odvětví indexu S&P 500 se nejvíce dařilo sektoru reality s růstem o 2,4 %, který následovaly základní materiály se ziskem 1,4 % a nezbytná spotřeba, jež přidala 1 %. Na opačné straně trhu utrpěly největší ztráty informační technologie s poklesem o 0,9 %, zatímco zbytná spotřeba a utility zaznamenaly shodně jen mírný nárůst o 0,2 %.

Mezi nejsilnější akcie dne se zařadily společnosti International Paper (IP), Smurfit Westrock (SW), SLB (SLB) a Digital Realty Trust (DLR), které shodně vyskočily o 11 %. Posílila také firma Packaging Corp of America (PKG) o 8,8 %. Naopak nejhlubší propad zaznamenala Sandisk Corp (SNDK) se ztrátou 11 %, následovaná společností Coherent Corp (COHR) s poklesem o 9,8 %, CH Robinson Worldwide (CHRW) o 9,3 %, Lumentum Holdings (LITE) o 8,5 % a Intel Corp (INTC), která oslabila o 7,9 %.

Na komoditních trzích klesla cena severoamerické lehké ropy WTI o 2,4 % na 89,95 dolaru za barel, zatímco spotové zlato mírně posílilo o 0,1 % na 4054,95 dolaru za unci. Americký dolar vůči hlavním měnám vykazoval stabilní vývoj, když euro zůstalo na hodnotě 1,1370 dolaru, britská libra na 1,3322 dolaru a japonský jen na 163,84 jenu za dolar. Výnosy desetiletých amerických vládních dluhopisů v reakci na pokles cen ropy klesly o jeden bazický bod na 4,68 %. Bitcoin odepsal 1,4 % a klesl na 64207,66 dolaru.

Index Dow Jones +0,46 % na 51947,25 b.
S&P 500 +0,05 % na 7411,99 b.
Nasdaq Composite -0,64 % na 24975,82 b.

Index S&P 500 +0,05 % na 7411,99 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Reality +2,4 % Informační technologie -0,9 % Základní materiály +1,4 % Zbytná spotřeba +0,2 % Nezbytná spotřeba +1 % Utility +0,2 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna International Paper (IP) +11 % Sandisk Corp (SNDK) -11 % Smurfit Westrock (SW) +11 % Coherent Corp (COHR) -9,8 % SLB (SLB) +11 % CH Robinson Worldwide (CHRW) -9,3 % Digital Realty Trust (DLR) +11 % Lumentum Holdings (LITE) -8,5 % Packaging Corp of America (PKG) +8,8 % Intel Corp (INTC) -7,9 %
Daniel Marván
Fio banka, a.s.
Prohlášení

[url="]The Law Offices of Frank R. Cruz[/url] reminds investors of the upcoming July 27, 2026 deadline to participate as a lead plaintiff in the securities fra

If you purchased or acquired AeroVironment securities between June 25, 2025 and June 18, 2026 and would like to discuss your legal rights, contact Bragar Eagel & Squire partners Brandon Walker or Melissa Fortunato by email at [email protected], or by telephone at (212) 355-4648.

Click here to participate in the action.

NEW YORK, July 24, 2026 (GLOBE NEWSWIRE) --

What’s Happening?

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against AeroVironment, Inc. (“AeroVironment” or the “Company”) (NASDAQ:AVAV) in the United States District Court for the Eastern District of Virginia on behalf of all persons and entities who purchased or otherwise acquired AeroVironment securities between June 25, 2025 and June 18, 2026, both dates inclusive (the “Class Period”).Investors have until July 27, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. What are the Allegation Details?

The lawsuit alleges that Defendants made false and misleading statements and/or failed to disclose material adverse facts by understating the likelihood that AeroVironment would imminently face competition from other vendors for the work it performed in connection with the Satellite Communication Augmentation Resource program and the U.S. Space Force’s ongoing efforts to modernize the Satellite Control Network.On January 20, 2026, AeroVironment announced that the U.S. government had issued a stop work order on the Company’s agreement to deliver BADGER systems to the SCAR program. On this news, AeroVironment's stock price fell $61.97 per share, or over 15%, to close at $330.89 per share on January 20, 2026.Then, on March 10, 2026, AeroVironment announced disappointing financial results for the third quarter of fiscal year 2026. These financial results reflected the impact of a $151.3 million goodwill impairment in the Company’s space division after the stop work order on the Company’s BADGER systems built for the SCAR program. AeroVironment also reported that the U.S. Space Force had terminated the Company’s contract concerning the SCAR program, and as a result, it would have to “recompete” for the SCAR program. On this news, AeroVironment’s stock price fell $13.84 per share, or 6.24%, to close at $207.73 per share on March 11, 2026. What are my Next Steps?

If you purchased or otherwise acquired AeroVironment shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.
Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.
Melissa Fortunato, Esq.
(212) 355-4648
[email protected]
www.bespc.com

New York, New York--(Newsfile Corp. - July 24, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against GPGI, Inc. f/k/a CompoSecure, Inc. (NYSE: GPGI) (NYSE: CMPO) on behalf of investors that purchased or otherwise acquired GPGI Class A common stock between November 3, 2025 and May 6, 2026 (the "Class Period").

CLICK HERE TO JOIN THE CASE

If you are an investor in GPGI and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than September 14, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

According to the complaint, on November 3, 2025, the Company, then named CompoSecure, announced that it had entered into an agreement to acquire Husky Technologies Limited. The deal was later completed on January 12, 2026.

The complaint alleges, that throughout the Class Period, the defendants made materially false and misleading statements to investors "overvaluing Husky and misrepresenting the purported benefits of the Husky Acquisition in order to secure shareholder approval of the deal, secure PIPE funding, generate millions of dollars' worth of additional management fees, and advance defendants' fraudulent scheme to transform CompoSecure into a wealth transfer vehicle for Cote, the Cote Family, and Knott."

WHY CONTACT KAPLAN FOX?

Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.

Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.

For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.

If you have any questions about this Notice, your rights, or your interests, please contact:

Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

https://www.kaplanfox.com/case/gpgi-inc-class-action-alert-learn-more-now/

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306451

Source: Kaplan Fox & Kilsheimer LLP

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

Key Takeaways CBRE is expected to benefit from outsourcing demand and solid leasing activity in Q2.Advisory Services, BOE and Project Management are anticipated to show improvement in the quarter.Q2 revenue are expected to rise 14.47% year over year to $11.17 billion. CBRE Group, Inc. (CBRE - Free Report) , the global leader in real estate services, is set to announce its second-quarter 2026 earnings on July 29, before the bell. The company has established itself as a leader in the industry, delivering a comprehensive suite of services such as property sales and leasing, property management, valuation, project management and consulting.

In the last reported quarter, this Dallas, TX-based commercial real estate services and investment firm reported an earnings surprise of 42.5%. Results reflected year-over-year revenue growth across most of its business segments except the Real Estate Investments segment.

Over the preceding four quarters, CBRE surpassed the Zacks Consensus Estimate on each occasion, the average beat being 16.99%. The graph below depicts this surprising history:

CBRE: Factors at PlayIn the second quarter, CBRE Group is likely to have benefited from its ongoing efforts to create a more balanced and resilient operating model, emphasizing a higher proportion of contractual revenues. The company’s broad diversification across property types, service offerings, geographies and clients, along with disciplined cost management, probably helped sustain solid performance throughout the period.

The increasing demand for outsourcing services offers significant opportunities for major industry players like CBRE to expand their client base and offerings. In the second quarter, CBRE Group is also likely to have capitalized on these favorable trends.

The company is expected to have benefited from the solid leasing business. An improvement in the Advisory Services, Building Operations & Experience (BOE) and Project Management segments is anticipated in the to-be-reported quarter.

Ongoing macroeconomic uncertainty continues to weigh on commercial real estate transaction activity. A competitive landscape and foreign currency fluctuations remain concerns.

Projections for CBREThe Zacks Consensus Estimate for quarterly revenues is currently pegged at $11.17 billion, suggesting an increase of 14.47% year over year.

The consensus mark for total revenues from the Advisory Services segment is pinned at $2.20 billion, up from nearly $2.00 billion in the prior-year quarter. Estimates for revenues from the BOE segment are pegged at $6.77 billion, up from $5.76 billion reported in the previous year.

The consensus mark for revenues from the Project Management segment is pinned at $1.92 billion, up from $847 million in the prior-year quarter.

Before the quarterly earnings release, the Zacks Consensus Estimate for the April-June quarter’s earnings per share (EPS) has remained unchanged at $1.49 over the past three months. It suggests a 25.2% increase year over year.

What Our Quantitative Model Predicts for CBREOur proven model does not conclusively predict an earnings surprise for CBRE Group this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.

CBRE Group currently carries a Zacks Rank of 2 and has an Earnings ESP of -1.84%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks That Warrant a LookHere are two stocks from the real estate operations industry, Newmark Group (NMRK - Free Report) and Cushman & Wakefield (CWK - Free Report) , you may want to consider, as our model shows that these have the right combination of elements to report an EPS beat this quarter.

Newmark is slated to report quarterly numbers on July 29. NMRK has an Earnings ESP of +14.29% and sports a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Cushman & Wakefield is slated to report quarterly numbers on Aug. 5. CWK has an Earnings ESP of +4.23% and a Zacks Rank of 2 at present.

Bragar Eagel & Squire, P.C.  Litigation Partners  Brandon Walker  and Melissa Fortunato Encourage Investors Who Suffered Losses In Calix (CALX) To Contact Them Directly To Discuss Their Options

Flowers Foods is rated a cautious 'hold' after a dividend cut and ongoing operational challenges. Q1 2026 sales rose 1.1% to $1.6B, but volume declined 3.3% and margins remain under pressure, reflecting weak core demand. FLO's $100M annual dividend savings will be directed toward deleveraging, but net debt remains high at ~$1.8B.

Law Offices of Howard G. Smith reminds investors of the upcoming September 21, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of inve

Index S&P 500 dnes neznatelně vzrostl, o něco lépe se dařilo indexu Dow Jones Industrial Average (+0,2 %) a technologický index Nasdaq Composite propadnul vinou čipařských firem (-0,6 %).

Článek se odemkne 24.07.2026 23:00

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Shares of leading smart water metering solutions provider Bader Meter (BMI +2.80%) are down 18% this week as of 1 p.m. ET on Friday after the company reported mixed second-quarter earnings on Wednesday. Sales and earnings per share dropped 7% and 13%, respectively, which ever-so-slightly top Wall Street's low expectations. However, despite sneaking past analysts' hopes, the stock still sold off, as the market had hoped for a bigger potential rebound in the second half of the year but only got "flattish" sales growth guidance for 2026.

Badger Meter stock is down 34% over the last year, but I view this as more of a buying opportunity than a major concern for a couple of reasons.

Today's Change

(

2.80

%) $

3.45

Current Price

$

126.65

First, Badger Meter was priced for perfection throughout most of the last five years, trading at an average of 42 times free cash flow (FCF). Its sales growth temporarily stalled and turned negative, leaving the company trading at a much more reasonable 24 times FCF.

Image source: Getty Images.

Second -- and while a shift from sales doubling between 2020 and 2025 to two straight quarters of declining revenue might seem jarring -- it shouldn't prove to be a long-term issue for Badger Meter. Instead, it seems to be a culmination of unfortunate timing issues (linked to government budgetary issues or delays) that have resulted in nine major utility projects being slated for deployment in the second half of 2026. Once these deployments take hold, Badger Meter's sequential sales growth should extend into the coming quarters, and investors should monitor it to ensure it happens.

Zooming out and removing this year's cyclicality and timing issues, Badger Meter's overall investment thesis remains in place, in my opinion. Water and metering infrastructure throughout the U.S. (and in many parts of the world where the company is expanding) need to not only be replaced but also often updated with Badger's advanced metering infrastructure.

Growing its dividend for 21 consecutive years while delivering 13% annualized total returns over the same period, Badger Meter remains an elite, steady-Eddie compounder, finally trading at a very reasonable price again.

Josh Kohn-Lindquist has positions in Badger Meter. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

[url="]Glancy Prongay Wolke and Rotter LLP[/url] reminds investors of the upcoming September 14, 2026 deadline to file a lead plaintiff motion in the class actio

Glacier Bancorp, Inc. (GBCI) Q2 2026 Earnings Call Transcript