Category stocks

Carlyle Group Q2 Earnings Call Highlights

Key Points - Record quarterly performance: Carlyle reported $472 million in distributable earnings, or $1.07 per share, while fee-related earnings rose 11% year over year to a record $358 million. Assets under management also reached a record $485 billion. - Strong fundrai

CDW Q2 Earnings Call Highlights

Key Points - Record Q2 performance: CDW's net sales rose 10% to $6.6 billion, while non-GAAP EPS increased 12% to $2.91, driven by infrastructure modernization, AI readiness and security demand. - AI and market momentum: Government, international and commercial sales posted...</p

Azenta Q3 Earnings Call Highlights

Key Points - Azenta exceeded its third-quarter fiscal 2026 outlook, reporting $161 million in revenue, up 12% year over year and 9% organically. Recurring-revenue businesses and improved Multiomics performance offset weakness in capital equipment, while adjusted EBITDA mar

Bioventus Q2 Earnings Call Highlights

Key Points - Bioventus reported solid second-quarter results, with revenue up 4% to $153 million, adjusted EBITDA rising to $35 million and adjusted EPS increasing to $0.22. The company reaffirmed its 2026 guidance for $600 million–$610 million in revenue and $0.75–$0.79 i

Angi Q2 Earnings Call Highlights

Key Points - Second-quarter performance weakened: Revenue declined 11% year over year, including a 34% drop in network revenue, as Angi reduced lower-quality marketing and homeowner demand shifted toward smaller projects. The company expects modest improvement but did not

Vonovia Q2 Earnings Call Highlights

Key Points - Core operations strengthened: Rental adjusted EBITDA increased 3.5% to about €1.27 billion, while value-add EBITDA surged 28% to more than €128 million. Vacancy remained low at 2.3%, although Vonovia trimmed its 2026 organic rent-growth forecast to around 4% f