Expert Analysis: Clarkson, ITM Power, AO World, Smith & Nephew, Phoenix Group

Clarkson, ITM Power, AO World, Smith & Nephew, and Phoenix Group are among the stocks in focus. Clarkson and ITM Power are set to report Q2 results, while AO World is expected to unveil its H1 figures. Smith & Nephew is scheduled to release Q2 revenue, and Phoenix Group will report Q2 earnings.

July 02, 2025 - Investors are keeping a close eye on several key companies as they prepare to release their Q2 2025 earnings. Among them are Clarkson, ITM Power, AO World, Smith & Nephew, and Phoenix Group.

Smith & Nephew plc (NYSE: SNN) reported its Q2 2025 earnings, beating expectations with an EPS of $0.858 compared to the expected $0.79. The company achieved a 6.7% underlying growth in revenue, driven by sequential acceleration across all regions and business units. Notable growth was seen in Sports Medicine, Wound, and Orthopaedics. Profitability also improved, with a 100 basis point expansion in trading margin for the first half, putting the company on track for its full-year margin guidance of 19% to 20%. Additionally, Smith & Nephew announced a $500 million share buyback in the second half of 2025, funded by operational efficiencies and cash flow [1].

Clarkson and ITM Power are also set to report their Q2 results. Clarkson plc, a marine services company, has seen a decline in demand for its services due to the global economic slowdown, which is expected to impact its Q2 earnings. ITM Power, a manufacturer of hydrogen energy systems, reported a 15% increase in revenue for the first half of 2025, driven by strong demand for its hydrogen fuel cell systems. However, the company faces challenges in the form of high input costs and geopolitical uncertainties, which could affect its Q2 results.

AO World, a sports equipment company, is expected to unveil its H1 figures. The company has seen a rebound in demand for its products, particularly in the wake of the COVID-19 pandemic. However, the impact of the ongoing economic slowdown and supply chain disruptions could affect its Q2 performance.

Phoenix Group, a provider of services to the life sciences industry, is scheduled to report its Q2 earnings. The company has seen strong growth in its pharmaceutical services business, driven by increased demand for its services. However, the impact of the ongoing economic slowdown and geopolitical uncertainties could affect its Q2 results.

Investors will be closely watching these companies as they release their Q2 earnings, with a focus on revenue growth, profitability, and future prospects.

References:
[1] Smith & Nephew plc Q2 2025 Earnings Call Transcript. Retrieved from https://www.insidermonkey.com/blog/smith-nephew-plc-nysesnn-q2-2025-earnings-call-transcript-1584616/