Luxfer Announces Date of Second Quarter 2025 Earnings Conference Call
About Luxfer Holdings PLC
Luxfer (NYSE: LXFR) is a global industrial company innovating niche applications in materials engineering. Using its broad array of proprietary technologies, Luxfer focuses on value creation, customer satisfaction, and demanding applications where technical know-how and manufacturing expertise combine to deliver a superior product. Luxfer's high-performance materials, components, and high-pressure gas containment devices are used in defense and emergency response, clean energy, healthcare, transportation, and specialty industrial applications. For more information, please visit www.luxfer.com.
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IBKR July 2025 DARTs Rise: Is Product Suite Expansion a Catalyst?
Interactive Brokers IBKR has released its Electronic Brokerage segment's performance metrics for July 2025. The segment, which deals with the clearance and settlement of trades for individual and institutional clients globally, reported a year-over-year rise in client Daily Average Revenue Trades (DARTs). Total client DARTs in July were 3,498,000, representing a 27% increase from July 2024 and a 1% rise from June 2025. On an annualized basis, cleared average DARTs per customer accounts were 194. The metric declined 6% on a year-over-year basis and 1% from June 2025. Interactive Brokers' total customer accounts grew 32% year over year and 2% from the previous month to 3.96 million. Net new accounts were 92,400, up 29% year over year and 16% from the previous month. Total options contracts were 132.4 million in July 2025, up 12% year over year and 14% from the previous month. Futures contracts declined 13% year over year and 5% from the previous month to 17.5 million. Client equity was $685.8 billion, which grew 35% year over year and 3% sequentially. Interactive Brokers recorded a client credits balance of $144.3 billion, rising 32% from July 2024 and up marginally from June 2025. The company's customer margin loan balance of $67.6 billion increased 20% from the year-ago month and 4% from last month. Given the company's solid DART numbers and a robust trading backdrop, its revenues are expected to improve in the quarters ahead. Over the last five years (2019-2024), total net revenues witnessed a compound annual growth rate of 21.8%. Moreover, IBKR has been continuously making efforts to develop proprietary software to automate broker-dealer functions, and expand its product suite and reach of its services. In May 2025, the company extended the trading hours for Forecast Contracts to nearly 24 hours a day, while in April, it launched the prediction markets hub in Canada to capitalize on the rising demand for event contracts. In the first quarter of this year, IBKR added four new cryptocurrencies. In November 2024, Interactive Brokers introduced Plan d'Epargne en Actions accounts to boost its offerings for its French clients. Also, the launch of IBKR GlobalTrader has enabled investors worldwide to trade stocks through mobile applications. Notably, IBKR has been one of the first brokers to introduce Overnight Trading on U.S. stocks and ETFs nearly 24 hours a day, five days a week. These efforts, along with several others, have been helping IBKR expand its market share. Interactive Brokers' Competitors Taking Similar Steps IBKR's key competitors, TradeWeb Markets Inc. TW and Robinhood Markets, Inc. HOOD, have also been rolling out products to bolster their market share. TradeWeb launched electronic portfolio trading for European government bonds, spanning UK Gilts, EUR and single currency notes. Tradeweb was also the first platform to launch portfolio trading for corporate bonds in 2019. Likewise, Robinhood has been diversifying its offerings to capitalize on investor demands. A couple of months ago, HOOD launched Robinhood Legend in the U.K. In March 2025, the company introduced Robinhood Strategies, Robinhood Banking and Robinhood Cortex to boost wealth management offerings and the prediction markets hub. In February 2025, Robinhood launched options trading in the U.K., while in January, it launched Futures. IBKR's Price Performance, Valuation & Estimate Analysis Shares of Interactive Brokers have rallied 46.9% so far this year compared with the industry 's growth of 19.1%. Image Source: Zacks Investment Research From a valuation standpoint, IBKR trades at a forward price-to-earnings (P/E) ratio of 32.29, well above the industry. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Interactive Brokers' 2025 and 2026 earnings indicates year-over-year growth of 9.7% and 6.7%, respectively. Over the past 30 days, earnings estimates for both years have been revised upward. Interactive Brokers currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Interactive Brokers Group, Inc. (IBKR): Free Stock Analysis Report Tradeweb Markets Inc. (TW): Free Stock Analysis Report Robinhood Markets, Inc. (HOOD): Free Stock Analysis Report
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ISG to Study Manufacturing Industry Service Providers
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Global manufacturing is grappling with immense complexity as trade and tariffs, geopolitical tensions and supply chain fragility lead companies to accelerate their digital transformations. Manufacturers are investing in digital supply chain tools such as AI and blockchain to enhance transparency and flexibility. Mid-tier and specialist IT providers play a significant role in these efforts. Mid-tier providers focus on delivering agile engineering and industry-specific innovations to a small number of verticals, while specialists focus on niche capabilities for building tailored, highly responsive solutions. 'The complexity of global manufacturing in 2025 demands agility and resilience,' said Iain Fisher, director, ISG Provider Lens Research. 'Mid-tier IT firms and specialists are pivotal to manufacturers' modernization initiatives, providing innovative solutions that enable clients to use digital tools to navigate economic and geopolitical challenges.' ISG has distributed surveys to more than 100 mid-tier and specialist IT providers to the manufacturing industry. Working in collaboration with ISG's global advisors, the research team will produce four quadrants representing the services and solutions enterprises in this industry are buying, based on ISG's experience working with its clients. The four quadrants are: Design and Development Services, evaluating providers assisting manufacturers in the entire production process, including design, quality management and compliance. Providers focus on partnerships with original equipment manufacturers (OEMs) and original design manufacturers (ODMs), rapid prototyping, digital twins and software testing to enhance adaptability and accelerate development cycles. Smart/Digital Factory Services, assessing providers offering Industry 4.0 technologies, including virtual factories and model plants, to enhance efficiency, reduce costs and optimize shop floor operations. The providers are assessed on their ability to integrate OT and IT for smart manufacturing, ensuring operational agility and advanced technology expertise. Supply Chain and Aftermarket Services, covering providers offering supply chain and aftermarket services to manufacturing companies. They utilize AI, automation and blockchain to streamline processes, enhance decision-making and optimize CX. This approach makes possible new business models in service lifecycle management and subscription services. Technology, Transformation and Consulting Services, evaluating providers offering consulting and digital transformation solutions and services. The providers are assessed on their ability to drive end-to-end transformation, align IT models with evolving business demands and implement diverse strategic solutions globally across the value chain. A report generated from the study will cover the global manufacturing industry services market and examine products and services available globally. Swadhin Pradhan, assistant director and principal analyst, ISG Provider Lens Research, will serve as author of the report. A list of identified providers and vendors and further details on the study are available in this digital brochure. Companies not listed as manufacturing industry service and solution providers can contact ISG and ask to be included in the study. All 2025 ISG Provider Lens ® evaluations feature expanded customer experience (CX) data that measures actual enterprise experience with specific provider services and solutions, based on ISG's continuous CX research. Enterprise customers wishing to share their experience about a specific provider or vendor are encouraged to complete this online survey. Participants will receive a copy of this report in return for their feedback. About ISG Provider Lens ® Research The ISG Provider Lens ® Quadrant research series is the only service provider evaluation of its kind to combine empirical, data-driven research and market analysis with the real-world experience and observations of ISG's global advisory team. Enterprises will find a wealth of detailed data and market analysis to help guide their selection of appropriate sourcing partners, while ISG advisors use the reports to validate their own market knowledge and make recommendations to ISG's enterprise clients. The research currently covers providers offering their services globally, across Europe, as well as in the U.S., Canada, Mexico, Brazil, the U.K., France, Benelux, Germany, Switzerland, the Nordics, Australia and Singapore/Malaysia, with additional markets to be added in the future. For more information about ISG Provider Lens research, please visit this webpage. About ISG ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. 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Globe and Mail
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Palo Alto vs. Check Point: Which Cybersecurity Stock Has an Edge?
Palo Alto Networks PANW and Check Point Software CHKP are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. Both players are taking active roles in enabling enterprises against cloud and endpoint security. Palo Alto Networks and Check Point Software are riding the key industry trends, driven by the mounting incidents of credential theft, remote desktop protocol breaches and social engineering-based strikes by the malicious actors. Per a Mordor Intelligence report, the cybersecurity space is expected to witness a CAGR of 12.63% from 2025 to 2030. With this strong growth forecast for the cybersecurity market, the question remains: Which stock has more upside potential? Let's break down their fundamentals, growth prospects, market challenges and valuation to determine which offers a more compelling investment case. The Case for Palo Alto Networks Palo Alto Networks remains a cybersecurity leader, offering solutions for network security, cloud security and endpoint solutions for customers who need full enterprise security support. Its next-generation firewalls and advanced threat detection technologies are widely recognized and adopted globally. Palo Alto Networks' wide range of innovative products, strong customer base and growing opportunities in areas like Zero Trust, Secure Access Service Edge (SASE) and private 5G security continue to support its long-term growth potential. Palo Alto Networks' ongoing technology advancements make it a compelling long-term investment. For example, in the third quarter of fiscal 2025, SASE was Palo Alto Networks' fastest-growing segment, with SASE Annual recurring revenues increasing 36% year over year. Moreover, PANW has upgraded its Prisma Cloud platform by adding Prisma Cloud Copilot, a generative AI-powered assistant. This enables security teams to understand and respond to user queries in plain natural language more effectively. Additionally, Prisma Cloud's recent FedRAMP authorization is expected to help contract wins from federal agencies. However, Palo Alto Networks is encountering some near-term challenges. The company is experiencing shortened contract durations and a slowdown in the transition to PANW's cloud-based AI-powered platforms from its legacy platforms. Moreover, Palo Alto Networks' $1 million-plus deals are shifting from multi-year payments to annual payments, causing the shortening of the sales cycle and affecting top-line stability. This can cause a deceleration in Palo Alto Networks' top-line growth. Notably, the company's revenue growth rate has been in the mid-teen percentage range over the past year, a sharp contrast from the mid-20s percentage in fiscal 2023. In the financial results for the third quarter of fiscal 2025, its sales and non-GAAP EPS grew 15.7% and 21.2%, respectively, year over year. The Case of Check Point Software Check Point Software provides several software and combined hardware solutions focused on safeguarding information technology infrastructure. The company's solutions can either be combined with the operating system, a computer device, a server or a virtual desktop to employ network and gateway security and end-to-end data security. Check Point Software is experiencing growth in its revenues from the continuous adoption of its cloud solutions and a robust demand for Quantum Force firewalls, up 12% year over year, in the second quarter of 2025, as well as strong momentum in Harmony Email, SASE, and Infinity platforms, each growing above 40% year over year. Rising demand for network security gateways to ensure greater capacities is aiding strong adoption of Check Point Software's remote access VPN solutions. Check Point Software is investing heavily in AI-first security, integrating automation and real-time threat prevention across its portfolio. Recent M&A, including Veriti, bolsters Check Point's proactive threat exposure management. Additionally, Check Point Software has doubled its SASE R&D team and aims to further differentiate through a hybrid architecture that delivers a better user experience and lower cloud costs. Check Point Software is also increasing its revenues by implementing subscription-based solutions and services. The subscription-based model ensures stable recurring revenues with a high gross margin. However, in the second quarter, subscription growth faced a temporary headwind due to higher discounting from bundled product-refresh deals. Management expects long-term benefits from expanded customer relationships and future upsell opportunities to drive higher subscription growth in the coming quarters. In the financial results for the second quarter of 2025, Check Point Software's sales and non-GAAP EPS grew 6% and 9%, respectively, year over year. The Zacks Consensus Estimate for 2025 revenues and EPS indicates a year-over-year increase of 5.9% and 8.2%, respectively. PANW vs. CHKP: Which Has a Better Growth Profile Though both companies are encountering certain challenges, Palo Alto Networks has a better growth profile than Check Point Software. The Zacks Consensus Estimate for PANW's fiscal 2026 revenues and EPS indicates a year-over-year increase of 13.7% and 11.6%, respectively. The consensus mark for Palo Alto Networks' fiscal 2026 EPS has been revised a penny upward to $3.65 over the past seven days. PANW Growth Estimates The Zacks Consensus Estimate for Check Point Software's 2025 revenues and EPS indicates a year-over-year increase of 6% and 8.3%, respectively. The consensus mark for CHKP's 2025 EPS has remained unchanged at $9.91 over the past 60 days. CHKP Growth Estimates Image Source: Zacks Investment Research PANW vs. CHKP: Price Performance & Valuation Year to date, Check Point shares have gained 3.3% against the 5.8% decline in Palo Alto Networks shares. YTD Price Performance Palo Alto Networks is trading at a forward sales multiple of 11.02X, higher than Check Point Software's 7.38X. PANW's higher premium seems justified given its earnings are projected to grow at a higher rate than CHKP. PANW's valuations also reflect its high growth expectations and robust profitability. Forward 12 Month P/S Valuation Conclusion: PANW Has an Edge Over CHKP Palo Alto Networks' leadership in the cybersecurity space provides strong revenue visibility for years to come. While the stock trades at a higher valuation than Check Point Software, its explosive growth prospects and strong financial execution more than justify the price. While Check Point Software's execution risks and a slower growth trajectory suggest that investors should consider holding existing positions or waiting for more attractive entry points. Currently, Palo Alto Networks carries a Zacks Rank #3 (Hold), making the stock a stronger pick compared with Check Point Software, which has a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Check Point Software Technologies Ltd. (CHKP): Free Stock Analysis Report Palo Alto Networks, Inc. (PANW): Free Stock Analysis Report
