In Q2 2025, the US current-account deficit narrowed significantly to $251.3 billion, mainly due to a decrease in imports and an increase in exports of goods and services, reflecting a positive shift in trade balance and increased foreign investment in US assets.
Lululemon's Q2 2025 revenue grew 7% to $2.5 billion, but US sales underperformed due to tariff pressures, prompting the company to revise its full-year outlook to a 2-4% growth range and expect a $240 million reduction in gross profit due to higher tariffs and other industry challenges.
AMD reported a record $7.7 billion revenue for Q2 2025, driven by strong server and PC processor sales, despite an $800 million inventory charge due to US export restrictions. Net income was $872 million, with significant growth in data center and client segments, and the company remains optimistic about future growth supported by new AI solutions and strategic investments.
Rivian's Q2 2025 report shows limited R1 production due to supply chain issues, but delivery numbers increased, and the company remains on track with its R2 model development and new plant expansion, maintaining its delivery guidance for 2025 despite financial challenges.
UnitedHealth Group's stock declined sharply in Q2 2025, with a 57.60% drop over the past year and a 21.68% decrease in the month prior, due to rising medical costs and lower earnings despite revenue growth, leading to a lowered full-year outlook amid market volatility.
Caterpillar reported a slight decrease in sales for Q2 2025, with revenues at $16.6 billion, and a decline in profit margins and earnings per share compared to the previous year, but maintained strong cash flow and continued stock repurchases and dividends.
In Q2 2025, six of the top ten best-selling PlayStation games in the U.S. were published by Microsoft, highlighting Xbox's successful multi-platform strategy and growth in first-party content, despite some recent layoffs and project cancellations.
Merck reported a 2% decrease in worldwide sales for Q2 2025 to $15.8 billion, with keytruda sales up 9% to $8 billion. The company announced strategic acquisitions, positive trial results, and FDA approvals, while narrowing its full-year sales outlook to $64.3-$65.3 billion and EPS to $8.87-$8.97. A multiyear cost-saving initiative and investments in manufacturing and R&D are also highlighted.
Palantir (PLTR) has seen significant stock growth driven by its AI platform and government contracts, with upcoming Q2 2025 results expected to show continued revenue and earnings growth. Despite high valuations and analyst ratings of 'Hold', the company's expanding commercial and government sectors suggest strong future prospects.
Intel reported flat revenue of $12.9 billion for Q2 2025 with a net loss of $2.9 billion, impacted by restructuring and impairment charges. The company is focusing on improving efficiency, reducing costs, and optimizing its manufacturing footprint, with a forecasted Q3 revenue of $12.6-$13.6 billion and a break-even EPS. Strategic actions include workforce reductions, asset monetization, and capital expenditure adjustments to strengthen its financial position and competitive outlook.
American Airlines reported a record quarterly revenue of $14.4 billion in Q2 2025, with a net income of $599 million, and ended the quarter with $12 billion in liquidity, reflecting strong recovery and strategic investments despite operational challenges.
IBM reported strong Q2 2025 earnings with revenue of $17 billion, driven by software and infrastructure growth, and raised its full-year free cash flow outlook to over $13.5 billion, highlighting significant progress in AI and cloud services.
Coca-Cola reported a 1% decline in unit case volume for Q2 2025, but saw a 1% increase in net revenues and a 58% rise in EPS to $0.88, with operating income growing 63%. The company maintained its full-year guidance, expecting 5-6% organic revenue growth and about 8% EPS growth, despite currency headwinds and market challenges.
Verizon reported strong Q2 2025 financial results with increased revenue, net income, and customer growth, leading to an upward revision of its full-year guidance for adjusted EBITDA, EPS, and free cash flow, driven by its diversified wireless and broadband services and industry-leading network quality.
UnitedHealth faced a significant stock decline in Q2 2025 due to rising medical costs in Medicare Advantage, execution issues at Optum, and management turnover, leading to the liquidation of some holdings and raising questions about its long-term growth prospects.