A global leader in defense and clean energy just delivered a blowout quarter, smashing forecasts and locking in a record backlog that could fuel growth for years. Strategic acquisitions, government contracts, and expansion into next-gen nuclear tech are all on the table. Find out why investors are watching this today.
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Futures 📈
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What to Watch
Premarket Earnings:
Caterpillar, Inc. [CAT]
Eaton Corporation, PLC [ETN]
Pfizer, Inc. [PFE]
Duke Energy Corporation [DUK]
Transdigm Group Incorporated [TDG]
BP p.l.c. [BP]
Apollo Global Management, Inc. [APO]
Marriott International [MAR]
Zoetis Inc. [ZTS]
Aftermarket Earnings:
Advanced Micro Devices, Inc. [AMD]
Amgen Inc. [AMGN]
Arista Networks, Inc. [ANET]
Economic Reports:
U.S. Trade Deficit [June]: 8:30 am
S&P Final U.S. Services PMI [July]: 9:45 am
ISM Services [July]: 10:00 am
Poll: Which after-hours earnings will move the needle most?
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Technology/Insurance
Lemonade Tops Estimates, Shares Push Higher
Lemonade [LMND] is trading higher in the premarket almost 9% after reporting a narrower-than-expected Q2 loss and topping revenue forecasts. EPS came in at -$0.60, beating estimates by $0.19, while revenue grew to $164.1 million, surpassing the $160.39 million consensus.
Shares, which are already up 138% over the past 12 months, have been buoyed by the company’s ability to expand while maintaining disciplined cost control.
The AI-driven insurer continues to differentiate itself in the competitive insurance market through automated claims processing and dynamic risk assessment.
While still unprofitable, Lemonade’s model has shown improving efficiency as scale grows, allowing the company to refine underwriting and expand product offerings without adding significantly to overhead.
Management did not issue major forward guidance but signaled confidence in growth prospects, supported by a diversified product set spanning renters, homeowners, pet, life, and car insurance.
The company’s tech-first approach has resonated with younger customers, giving it a demographic advantage that could translate into long-term retention.
Given the volatility in insurtech valuations, today’s gains may reflect both relief over better-than-expected results and anticipation that Lemonade’s operational model can push it closer to breakeven in the coming quarters.
If the company maintains its revenue growth trajectory while narrowing losses, momentum could carry into year-end.
Public Safety Tech
Axon Extends Rally on AI-Driven Growth
Axon Enterprise [AXON] is moving higher before the open after Needham raised its price target to $870 from $820, citing stronger-than-expected Q2 performance and accelerating demand for AI-powered law enforcement tools.
Revenue for the quarter rose 33% year-over-year to $669 million, beating forecasts by a wide margin. Non-GAAP EPS came in at $2.12, topping consensus by 45%, while bookings exceeded $150 million, with 30% derived from new products.
Software and services revenue grew 39% to $292 million, reflecting strong adoption of the company’s cloud platforms. Axon also raised its full-year revenue guidance to a range of $2.65–$2.73 billion, pointing to a sustained growth trajectory.
Demand in Europe for TASERs, body cameras, and integrated software is climbing amid heightened security concerns, and U.S. agencies are increasingly turning to AI solutions to improve productivity and reduce administrative burdens.
The company’s evolution from a hardware-focused TASER maker into a full-spectrum public safety technology provider has unlocked a faster-growing, higher-margin revenue mix. With annual recurring revenue now at $1.2 billion, Axon is building a base of predictable, long-term customer relationships.
For investors, today’s premarket rally of almost 8% may underscore that Axon is benefiting from both cyclical demand drivers, like increased security spending, and secular growth trends in AI adoption across public safety.
If the company continues to execute on product innovation and expand internationally, its premium valuation may remain justified.
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Industrials
BWX Technologies Lifts Guidance on Backlog Surge
BWX Technologies [BWXT] is climbing in premarket trading, almost 14%, after posting a strong Q2 2025 that exceeded expectations and prompted an upward revision to full-year guidance. Revenue increased 12% year-over-year to $764 million, while adjusted EBITDA rose 16% to $146 million.
Adjusted EPS jumped 24% to $1.02, supported by a favorable contract adjustment in Government Operations and solid execution across programs.
The company’s backlog swelled to $6 billion, up 23% from Q1 and 70% from a year ago, reflecting robust demand in defense, clean energy, and medical markets. The acquisition of Kinectrics broadened BWXT’s nuclear capabilities, particularly in power infrastructure, while also contributing to top-line growth.
Government Operations revenue rose 9%, while Commercial Operations gained 24% thanks to acquisitions, even as organic revenue in that segment dipped slightly.
Management now targets 2025 revenue of $3.1 billion and EPS between $3.65 and $3.75, with free cash flow expected to reach $275–$285 million.
With multi-year Navy contracts in place, microreactor projects advancing, and expansion into AP1000 reactor components through Westinghouse, BWXT appears positioned for long-term stability.
The strong backlog and strategic positioning suggest that today’s move may be more than a short-term reaction, and investors looking for durable exposure to defense and energy infrastructure may see this as an attractive entry point while momentum is building.
Movers and Shakers
Leidos Holdings Inc. [LDOS] – Last Close: $160.95
Leidos is a major defense and technology contractor providing mission-critical solutions for the U.S. government, intelligence community, and commercial clients. The company’s NorthStar 2030 strategy emphasizes growth in AI-enabled cyber capabilities, defense systems, and engineering services.
Shares were up more than 8% in premarket trading but are now showing a more modest 3% after the company posted Q2 results that beat expectations across earnings, revenue, and margins. Management raised full-year guidance, citing record EBITDA, strong cash conversion, and stronger-than-expected demand in defense and intelligence programs. With the Kudu Dynamics acquisition adding specialized AI cyber capabilities, Leidos appears positioned to capture more high-value government contracts in the second half of 2025.
My Take: LDOS is firing on all cylinders and is strategically aligned with defense spending priorities. If momentum holds, this earnings beat could be a launchpad for a retest of its 2025 highs, especially if contract wins continue to accelerate.
ZoomInfo Technologies Inc. [GTM] – Last Close: $10.65
ZoomInfo provides AI-ready go-to-market data and sales intelligence tools used by over 35,000 companies worldwide. Its platform helps businesses identify prospects, improve conversion rates, and automate parts of the sales cycle.
The stock is up over 6% premarket after appointing Graham O’Brien as permanent CFO and posting Q2 results that showed a modest revenue beat and improved net revenue retention. While growth remains slower than during its peak, sequential improvements in retention, a growing upmarket customer base, and product upgrades to its Copilot AI are expected. With shares still trading well below 2023 levels, any signs of sustained demand could spark further upside.
My Take: GTM is in a transition phase but showing early signs of stabilization. If management delivers on its upmarket strategy and AI enhancements resonate, the market may start to reward the turnaround.
DuPont de Nemours Inc. [DD] – Last Close: $70.91
DuPont is a diversified materials science company with product lines spanning electronics, water solutions, and specialty materials. It serves high-growth sectors like semiconductors, EVs, and advanced manufacturing.
Shares are up over 5% in premarket trading after the company beat Q2 EPS estimates by $0.06, topped revenue forecasts, and guided above consensus for both Q3 and full-year 2025. Management’s raised outlook suggests confidence in demand trends despite macro headwinds, and for investors looking at entry points, this move could mark the start of a recovery from a rough 12 months.
My Take: DD is quietly setting up for a stronger second half. If execution stays on track and macro demand holds, this earnings beat might be the turning point long-term holders have been waiting for.
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Everything Else
Peter Thiel’s latest venture is aiming for a blockbuster IPO that could put its valuation in the multi-billion-dollar range.
A jury verdict over Autopilot safety has delivered a legal blow to Tesla and may complicate Elon Musk’s plans for a robotaxi rollout.
BP’s second‑quarter results topped forecasts, but the energy giant cut its share buyback pace despite strong profits.
Authorities in Taiwan have detained three people over alleged theft of TSMC’s chip technology, raising security concerns in the semiconductor sector.
Pfizer boosted its 2025 profit outlook in a signal of confidence, even as revenue faces pressure from slowing COVID product sales.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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