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Aug 21, 2025

TJX Companies Inc. inched higher 2.2% to $139.24, and the off-price apparel and home fashion retailer reported a 9% increase in its earnings in the latest quarter.

Consolidated revenue in the fiscal second quarter ending on August 2 increased 4% to $14.4 billion from $13.5 billion, net income jumped to $1.2 billion from $1.1 billion, and diluted earnings per share rose to $1.10 from 96 paise a year ago.

Consolidated comparable same-store sales rose 4% from a year ago, surpassing the management's expectations.

Comparable store sales at the U.S. Marmaxx locations, which include Marshalls and TJ Maxx stores, rose 5% compared to 3%; Home Goods slowed to 2% from 5%; and in Canada eased to 2% from 9% a year ago, respectively.

During the second quarter, TJX returned a total of $1.0 billion to shareholders through share repurchases and dividends, including the repurchase of 4.1 million shares for $515 million, and paid $474 million in shareholder dividends.

During the first half of fiscal 2026, TJX returned a total of $2.0 billion to shareholders through share repurchases and dividends, including the repurchase of 9.2 million shares for $1.1 billion, and paid $894 million in shareholder dividends.

TJX guided fiscal third-quarter consolidated comparable sales to increase between 2% and 3%, with a pretax profit margin between 12.0% and 12.1%, and diluted earnings per share between $1.17 and $1.19 a quarter ago.

TJX guided full-year consolidated comparable sales to increase by 3%, with a pretax profit margin between 11.4% and 11.5%, and diluted earnings per share between $4.52 and $4.57 a year ago.

The company projects share repurchases between $2.0 and $2.5 billion during the fiscal year ending January 31, 2026.

TJX

Lowe's Companies Inc. rose 2.5% to $264.13, and the home improvement retailer reported a rise in net income in the second quarter.

Consolidated revenue inched higher to $24 billion from $23.6 billion, net income climbed to $2.40 billion from $2.38 billion, and diluted earnings per share soared to $4.28 from $4.18 a year ago.

During the quarter, the company invested $1.3 billion for the acquisition of Artisan Design Group and paid $645 million in dividends.

Lowe's estimated full-year total sales to be between $84.5 billion and $85.5 billion, comparable sales to increase by 1%, and diluted earnings per share to be between $12.10 and $12.35, with the effective tax rate to be approximately 24.5% and the operating margin to range between 12.1% and 12.2% a year earlier, respectively.

LOW

Target Corp. plunged 9.5% to $96.90 after the big-box retailer reported a decline in sales in the second quarter, and same-store sales and consumer transactions also declined.

Consolidated revenue in the fiscal second quarter ending on August 2 edged down 0.9% to $25.2 billion from $25.4 billion, net income plunged 22% to $935 million from $1.2 billion, and diluted earnings per share fell to $2.06 from $2.58 a year ago.

During the second quarter, Target increased dividends per share by 1.8% and paid $509 million to its shareholders.

Comparable sales declined 1.9% in the fiscal second quarter, driven by a 3.2% drop in comparable store sales, partially offset by a 4.3% increase in comparable digital sales.

For the fiscal year, the company retained its outlook of a single-digit decline in sales and earnings per share between $8.0 and $10.0.

The retailer estimated adjusted earnings per share, which excludes gains from litigation settlements in the first quarter, to fall between $7.0 and $9.0.

In addition, the company announced that the longtime CEO Brian Cornell would retire in February, and chief operating officer Michael Fiddelke, a two-decade veteran at the company, will assume the post on February 1.

TGT

Aug 20, 2025

Home Depot Inc. increased 0.1% to $407.69 after the home improvement retailer reported a slight increase in revenue and a marginal decline in net income in the latest quarter.

Consolidated revenue increased 4.9% to $45.3 billion from $43.2 billion, net income inched lower 0.2% to $4.55 billion from $4.56 billion, and diluted earnings per share edged down 0.4% to $4.58 from $4.60 a year ago.

Home Depot estimated full-year total sales to increase by 2.8%, comparable sales to increase by 1%, but diluted earnings per share to decline by 3% from a year ago to $14.91.

The company said it plans to open approximately 13 new stores during the fiscal year 2025.

Toll Brothers Inc. declined 1.7% to $130, and the expensive home builder reported a decline in profit in the fiscal third quarter ending in July.

Consolidated revenue in the quarter increased to $2.95 billion from $2.72 billion, net income declined to $369.6 million from $374.6 million, and diluted earnings per share edged higher to $3.73 from $3.60 a year ago.

On July 25, the company paid a quarterly dividend of $0.25 per share to shareholders on record on July 11.

During the fiscal third quarter, Toll Brothers returned a total of $226 million to shareholders through share repurchases and dividends, including the repurchase of 1.8 million shares at an average price of $112.40 per share.

For the fiscal fourth quarter, Toll Brothers expects the average delivered price per home to be between $0.97 million and $0.98 million, the adjusted home sales gross margin to be 27%, and SG&A to be 8.3% of revenue.

The company delivered 2,959 homes at an average price of $974,000, generating record fiscal third-quarter home sales revenue of $2.9 billion, said chairman and chief executive officer Douglas C. Yearley Jr.

In the quarter, the company signed home sales contracts worth $2.41 billion, matching the contract value a year ago, but contracted home units fell 4% to 2,388.

The average sale price of a new home contract was $1.0 million, up 4.5% from a year ago.

The backlog value decreased 10% to $6.38 billion at the end of the third quarter, and homes in backlog were 5,492, down 19% from a year ago, respectively.

TOL

Medtronic Plc. rose 0.2% to $90.04 after the medical device maker reported a marginal decline in profit in the fiscal first quarter ending on July 25.

Consolidated revenue in the quarter increased 8.4% to $8.6 billion from $7.9 billion, net income inched lower to $1.047 billion from $1.049 billion, and diluted earnings per share edged higher to 81 cents from 80 cents a year ago.

The company guided full-year revenue to rise between 6.5% and 6.8% and non-GAAP earnings per share to rise approximately 4.5% and range between $5.60 and $5.66.

MDT

Aug 19, 2025

Palo Alto Networks Inc. rose 4.9% to $184.80 after the cybersecurity company reported a slight increase in revenue and a 29% decrease in profit in the latest quarter.

Consolidated revenue in the fiscal fourth quarter ending in July increased to $2.5 billion from $2.2 billion, net income dropped to $253.8 million from $357.7 million, and diluted earnings per share fell to 36 cents from 51 cents a year ago.

Palo Alto guided fiscal 2026 first quarter revenue to rise by 15% to between $2.45 billion and $2.47 billion, and diluted non-GAAP earnings per share between $0.88 and $0.90, using 709 million to 712 million shares outstanding.

Palo Alto guided full-year revenue to rise 14% to between $10.47 billion and $10.52 billion, and diluted non-GAAP earnings per share between $3.75 and $3.85, using 710 million to 716 million shares outstanding.

PANW

Freightos Ltd. declined 0.6% to $3.59 after the digital freight booking and logistics platform provider reported a 32% increase in revenue, and net loss shrank in the latest quarter.

Consolidated revenue in the June quarter advanced to $7.4 million from $5.6 million, net loss shrank to $4.3 million from $5.3 million, and diluted loss per share shrank to 9 cents from 11 cents a year ago.

Freightos guided third-quarter revenue to be between $7.6 million and $7.7 million and adjusted EBITDA to be between $2.6 million and $2.5 million.

The booking platform operator estimated full-year revenue to be between $29.5 million and $30.0 million and adjusted EBITDA between $10.9 million and $10.5 million.

Compared to a year ago, the processed transactions rose 26% to a record high of 397,000 transactions, with Gross Booking Value jumping 56% to $317 million and revenue rising 32% to $7.4 million, driven by new carrier additions, Shipsta integration, and improved customs services.

CRGO

Aug 18, 2025

Advance Auto Parts Inc. advanced 0.7% to $49.50 after the automotive aftermarket parts provider company reported a 67% drop in quarterly profit from a year ago.

Consolidated revenue edged down to $2 billion from $2.2 billion, net income dropped to $15 million from $45 million, and diluted earnings per share fell to 25 cents from 75 cents a year ago.

The company's board declared a regular cash dividend of $0.25 per share, payable on October 24 to shareholders on record on October 10.

During the second quarter the comparable store sales increased by 0.1%.

Advance Auto Parts guided full-year revenue to be between $8.4 billion and $8.6 billion, and adjusted diluted earnings per share for continuing operations between $1.2 and $2.20.

AAP

Aug 14, 2025

Cisco Systems Inc. fell 0.03% to $70.37 despite the networking company reporting a 30% increase in net income in the fourth quarter.

Consolidated revenue increased to $14.7 billion from $13.6 billion, net income advanced to $2.8 billion from $2.2 billion, and diluted earnings per share rose to 71 cents from 54 cents a year ago.

During the fourth quarter, Cisco returned a total of $2.9 billion to shareholders through share repurchases and dividends, including the repurchase of 1.3 million shares of common stock.

The company's board declared a cash dividend of $0.41 per share.

The company guided net sales in the next quarter to range between $14.65 million and $14.85 million, and GAAP EPS between $0.63 and $0.68.

"The AI infrastructure orders we received from webscale customers in fiscal 2025 were more than double our original target, indicating a massive opportunity ahead as we lead the required architectural shift and build the critical infrastructure needed for the AI era," said Chuck Robbins, chair and CEO of Cisco.

CSCO