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Douglas Elliman Q2 Earnings Call Highlights

Douglas Elliman Q2 Earnings Call Highlights

Douglas Elliman NYSE: DOUG reported second-quarter revenue growth and a substantially narrower net loss as the luxury real estate brokerage pointed to improving transaction-related cash receipts beginning in May.

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Doximity Q1 Earnings Call Highlights

Doximity Q1 Earnings Call Highlights

Doximity NYSE: DOCS reported fiscal 2027 first-quarter revenue of $157 million, up 7% from a year earlier, as the company cited improving demand from pharmaceutical and hospital customers and increased engagement with its clinical artificial intelligence tools.

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MACOM Technology: Excellent Execution, Uncomfortable Multiple

MACOM Technology: Excellent Execution, Uncomfortable Multiple

MACOM Technology Solutions Holdings is rated Hold as its forward EV/EBITDA of 46x sits 58 percent above its five-year average despite strong operational execution. My probability-weighted valuation is $272.83 per share, 9.6 percent below the current price, with scenarios ranging from $155.86 in the bear case to $383.95 in the bull case. Strong Q3 growth is offset by rising Customer A and China revenue concentration alongside $340.5 million in now-current convertible notes.

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Healthpeak Properties Q2 Earnings Call Highlights

Healthpeak Properties Q2 Earnings Call Highlights

Healthpeak Properties NYSE: DOC reported second-quarter adjusted funds from operations of $0.46 per share and raised its full-year adjusted FFO guidance by $0.02 to a range of $1.73 to $1.77 per share, citing improved same-store net operating income expectations in its lab and senior housing businesses.

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DNOW Q2 Earnings Call Highlights

DNOW Q2 Earnings Call Highlights

DNOW NYSE: DNOW reported second-quarter 2026 revenue of $1.3 billion, up $124 million, or 10%, sequentially, as growth in its U.S. upstream, midstream and gas utility businesses exceeded management's expectations. Adjusted EBITDA rose 54% from the first quarter to $60 million, while operating cash flow reached a second-quarter company record of $133 million.

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Ginkgo Bioworks Q2 Earnings Call Highlights

Ginkgo Bioworks Q2 Earnings Call Highlights

Ginkgo Bioworks NYSE: DNA reported second-quarter 2026 revenue of $20 million, down 48% from the year-earlier period, as the company continued to shift its focus toward autonomous laboratory systems, contract research services and related software.

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Deluxe Q2 Earnings Call Highlights

Deluxe Q2 Earnings Call Highlights

Deluxe NYSE: DLX reported second-quarter results that showed comparable adjusted revenue growth, higher margins and increased free cash flow, while outlining plans to integrate merchant-services provider Celero following the transaction's July 31 closing.

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Delek Logistics Partners Q2 Earnings Call Highlights

Delek Logistics Partners Q2 Earnings Call Highlights

Delek Logistics Partners NYSE: DKL reported second-quarter adjusted EBITDA of approximately $144 million, a quarterly record and up from $127 million in the same period of 2025, as higher utilization at its Libby Gas Complex and stronger Permian crude margins supported results.

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Delek US Q2 Earnings Call Highlights

Delek US Q2 Earnings Call Highlights

Delek US NYSE: DK reported second-quarter 2026 net income of approximately $170 million, or $2.71 per share, as stronger refining margins, improved throughput and record logistics results supported performance.

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DHT Q2 Earnings Call Highlights

DHT Q2 Earnings Call Highlights

DHT NYSE: DHT reported its strongest quarter on record in the second quarter of 2026, as elevated tanker rates and commercial performance drove net income above the company's previous annual earnings record.

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Diversified Energy Q2 Earnings Call Highlights

Diversified Energy Q2 Earnings Call Highlights

Diversified Energy NYSE: DEC reported second-quarter 2026 results marked by $240 million of adjusted EBITDA, $115 million of adjusted free cash flow and an updated full-year outlook that incorporates recent acquisitions and a newly announced operated development program.

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Ducommun Q2 Earnings Call Highlights

Ducommun Q2 Earnings Call Highlights

Ducommun NYSE: DCO reported record second-quarter revenue as growth in commercial aerospace and military programs lifted sales, margins and earnings. The company said it remains on track to meet its full-year revenue outlook despite expecting lower growth rates in the second half after pulling forward some production activity into the first half.

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American Axle & Manufacturing Q2 Earnings Call Highlights

American Axle & Manufacturing Q2 Earnings Call Highlights

American Axle & Manufacturing NYSE: DCH reported second-quarter 2026 sales of approximately $3 billion, adjusted EBITDA of $389.6 million and adjusted free cash flow of $148.4 million, as the company continued integrating Dowlais and raised the low end of its full-year outlook.

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