Dafinchi AI

Getty Realty Corp.

GTY

Financial Services

2w

Financial Performance Summary

AFFO per share increased by 1.7% year-over-year to $0.59 in the quarter.
G&A ratio to cash rental and interest income was 9.9% for Q2 2025, flat compared to prior year periods.
Getty Realty grew its annualized base rent by 9.9% to approximately $204 million during Q2 2025.
Nearly 100% rent collections were maintained with annual rent increases averaging 1.8%.
Net debt to EBITDA was 5.2x (4.6x including unsettled forward equity), within target leverage range of 4.5 to 5.5x.
Total liquidity exceeded $400 million at quarter end, including revolver capacity, cash, and unsettled forward equity.
Trailing 12 months rent coverage was strong at 2.6x, with improvements in convenience stores and car wash portfolios.
Weighted average debt maturity was 5.1 years with a weighted average cost of debt at 4.5%, and no maturities until 2028.

QCR Holdings, Inc.

QCRH

Financial Services

2w

Financial Performance Summary

Asset quality remained excellent with net charge-offs increasing due to fully reserved credits; provision for credit losses was stable.
Capital markets revenue improved 51% quarter-over-quarter to $10 million, though still below historical run rates.
Net interest income increased to $62 million, driven by margin expansion and strong loan growth.
Net interest margin (NIM) increased by 4 basis points to the high end of guidance, expanding 21 basis points over the past 5 quarters.
Noninterest expenses were well controlled at $49.6 million, slightly below guidance, supporting an adjusted ROAA of 1.29%.
QCR Holdings delivered strong second quarter earnings with a 13% EPS improvement over the first quarter.
Tangible book value per share grew by $1.64, reflecting 13% annualized growth for the quarter.
Tangible common equity to tangible assets ratio rose to 9.92%, and CET1 ratio increased to 10.43%, driven by strong earnings and consistent AOCI.

LXP Industrial Trust

LXP

Financial Services

2w

Financial Performance Summary

Adjusted company FFO in Q2 was $0.16 per diluted common share or approximately $47 million.
Net debt to adjusted EBITDA was 5.8x at quarter end, down 0.4 turns over the last 12 months.
Portfolio occupancy increased to 94.1% in Q2, up from 93.3% in Q1.
Repurchased approximately $28 million of floating rate trust preferred securities at a 5% discount to par, yielding approximately 6.6%.
Same-store NOI growth was 4.7% in Q2 with same-store portfolio 98% leased at quarter end.
Sold a property in Chillicothe, Ohio for approximately $40 million at a 4.3% cash capitalization rate.

Robinhood Markets, Inc.

HOOD

Financial Services

1w

Financial Performance Summary

Adjusted operating expenses plus stock-based compensation increased only 6% year-over-year, leading to 56% adjusted EBITDA margins and 81% incremental adjusted EBITDA margins.
Assets under custody doubled year-over-year to more than $0.25 trillion, with average assets per funded customer surpassing $10,000 for the first time.
Bitstamp acquisition closed, adding a growing institutional business and over 600,000 international customers.
Earnings per share doubled from a year ago.
Interest-earning assets increased over 50%, driven by cash sweep, margin, and securities lending activities, with Gold cash sweep balances crossing $30 billion.
Net deposits remained strong with the third highest quarter ever, exceeding $10 billion for six consecutive quarters and continuing momentum into July with around $6 billion in net deposits.
Retirement assets exceeded $20 billion, more than doubling in the past year.
Revenue grew 45% year-over-year to nearly $1 billion in Q2 2025, driven by strong business growth and record trading volumes across equities, options, prediction markets, index options, and futures.
Robinhood Gold subscribers reached a record 3.5 million, representing 13% adoption overall and over 35% adoption among new customers in Q2.
Robinhood Strategies grew to over 100,000 funded customers and $0.5 billion in assets shortly after launch.

The Bank of New York Mellon Corporation

BK

Financial Services

4w

Financial Performance Summary

Assets under custody and administration (AUCA) grew 13% year over year to $55.8 trillion, while assets under management (AUM) increased 3% to $2.1 trillion.
Capital ratios remained strong with CET1 at 11.5% and Tier 1 leverage ratio at 6.1%, and the company returned $1.2 billion in capital to shareholders in Q2.
Operating expenses increased 4% year over year, resulting in significant positive operating leverage of roughly 500 basis points.
Pretax margin improved to 37%, and return on tangible common equity (ROTCE) rose to 28%, reflecting the success of the company’s multiyear transformation.
Segment highlights included Security Services revenue up 10%, Markets and Wealth Services revenue up 13%, and Investment and Wealth Management revenue down 2%.
The Bank of New York Mellon Corporation delivered strong Q2 2025 results with earnings per share of $1.93, up 27% year over year on a reported basis and 28% excluding notable items.
Total revenue exceeded $5 billion for the first time in a quarter, up 9% year over year, driven by fee revenue growth of 7% and net interest income up 17%.