Schlumberger delivers strong cash flow, with downside protection from shareholder returns and upside from the ChampionX deal.

European industrials are set for strong EPS expansion, with 2024–26 consensus growth of 12.5%, driven by defense spending, AI data-center expansion, and Germany’s ramp-up in public infrastructure ...

Cathy Smith of Starbucks talks long-term cost structure, John Murphy of Coca-Cola focuses on margin expansion and Kim Kuryea ...

Low customer switching costs, along with the proliferation of other e-commerce and mass-merchant competitors in the home furnishing category, may bound long-term margin expansion. If Amazon or big-box ...

The London Company Small Cap portfolio increased 2.7% (2.4% net) during the quarter vs. an 8.5% increase in the Russell 2000 ...

Key Points GAAP revenue grew 9.8% year over year to $352.2 million in Q2 2025, beating estimates by $13.97 million. Adjusted diluted EPS was $1.24, exceeding analyst estimates of $1.19 (non-GAAP) and ...

The Reconstructive segment led with 11% reported growth, while the company increased its full-year revenue guidance to $2.245–2.275 billion and adjusted earnings per share guidance to $3.05–3.20.