To The Moon

$Tesla Motors(TSLA)$ drops 6% after earnings; $Texas Instruments(TXN)$ and $STMicroelectronics NV(STM)$ plunge over 10%. Is this the theme of this earnings season?

Let’s shift the focus: Here are 6 under-the-radar companies that soared to all-time highs after reporting earnings.

1. $GE Vernova Inc.(GEV)$ surged over 14% post-earnings, hitting an all-time high of $633, up 91.46% YTD.

GE Vernova focuses on energy transformation, including wind and gas power generation, energy storage, and grid infrastructure.

• EPS: $1.86 vs. $1.67 expected (11.68% beat)

• Revenue: $9.11B, up 11% YoY vs. $8.796B expected (3.58% beat)

• The company topped expectations for both revenue and earnings. It lowered the estimated impact of tariffs and inflation to the low end of its $300M range and raised full-year guidance, projecting revenue near the high end of $36–37B. It also lifted its adjusted EBITDA margin and free cash flow outlook.

2. $Baker Hughes(BKR)$ jumped 11.64% post-earnings, rising 8.92% YTD

Baker Hughes provides equipment and services to the oil and gas industry, including drilling, fracking, and digital energy solutions.

• EPS: $0.63 vs. $0.56 (13.38% beat)

• Revenue: $6.9B, down 3% YoY, but above $6.637B estimate (4.11% beat)

• Despite a revenue decline, adjusted EBITDA rose 7%, with margins improving 170 bps to 17.5%. The company highlighted strong operational efficiency and upgraded full-year guidance for its Industrial & Energy Technology (IET) segment.

3. $Lennox(LII)$ rose 6.59% post-earnings, hitting a record high of $689.40, up 8.94% YTD

Lennox manufactures HVAC systems for residential and commercial markets.

• EPS: $7.82 vs. $6.89 expected (13.52% beat)

• Revenue: $1.5B vs. $1.47B expected (1.98% beat)

• With both revenue and earnings beating expectations, Lennox raised its full-year outlook. Analysts responded positively, with seven upward EPS revisions. FY2025 EPS now projected at $23.

4. $General Dynamics Corp(GD)$ rose 6.5% post-earnings, reaching a new all-time high of $318.77, up 22.22% YTD

General Dynamics delivers defense systems, IT solutions, submarines, and armored vehicles.

• EPS: $3.74 vs. $3.55 expected (5.35% beat)

• Revenue: $13.041B vs. $12.39B expected (5.24% beat)

• Strong results in aerospace and marine units drove the beat. CEO Phebe Novakovic highlighted that all four business segments grew in revenue and profit, with a robust backlog and healthy cash flow supporting guidance for the second half of the year.

5. $TE Connectivity(TEL)$ surged 11.95% post-earnings to a record $202.27, up 42.53% YTD

TE Connectivity designs and manufactures connectors and sensors for automotive, industrial, and communications applications.

• EPS: $2.27 vs. $2.08 expected (9.25% beat)

• Revenue: $4.53B vs. $4.32B expected (4.8% beat)

• The company posted record operating margins, led by strength in transportation and industrial segments. It raised AI-related revenue targets for FY25 to $800M and for FY26 to over $1B. Q3 guidance also beat expectations on both revenue and EPS.

6. $CoStar(CSGP)$climbed 6.86% post-earnings, reaching a 52-week high, up 27.11% YTD

CoStar provides data, analytics, and online platforms for the commercial property sector.

• EPS: $0.17 vs. $0.15 expected (16.1% beat)

• Revenue: $781M vs. $772M expected (1.19% beat)

• CoStar delivered its 57th consecutive quarter of double-digit revenue growth. The company raised its FY25 revenue and adjusted EBITDA guidance, citing record commercial bookings, a residential rebound, and strong core market performance.

After Tesla & Goog's earnings, what to expect for other Mag 7?

Mag 7 companie have been top contributors to yoy earnings growth for the S&P 500 in recent quarters. Are companies in the “Magnificent 7” still expected to drive earnings higher for the S&P 500 for the second quarter? The answer is yes.

In aggregate, Mag 7 companies are expected to report year-over-year earnings growth of 14.1% for the second quarter. Excluding these seven companies, the blended (combines actual and estimated results) earnings growth rate for the remaining 493 companies in the S&P 500 would be 3.4% for Q2 2025.

Do you believe in the post-earnings surge of these companies?

After $Tesla Motors(TSLA)$ and $Alphabet(GOOG)$ earnings, can the rest of the Mag 7 raise profit expectations?

Which company’s earnings are you most optimistic about?

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