Stock Movers

D.R. Horton Surges, Philip Morris Slumps, Northrop Grumman Earnings

Jul 22, 2025
D.R. Horton saw a remarkable 14% stock surge after delivering exceptional earnings in a sluggish housing market. In contrast, Philip Morris faced a significant drop as its Zyn nicotine pouches underperformed, leading to concerns about its future. Meanwhile, Northrop Grumman enjoyed a rise in shares, buoyed by successful missile and bomber programs, and has positive earnings forecasts. The discussion highlights contrasting trends in the housing and defense sectors, painting a vivid picture of the current market landscape.
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INSIGHT

D.R. Horton's Unexpected Surge

  • D.R. Horton shares surged the most in over five years due to earnings beating expectations amid a sluggish US housing market.
  • The company increased sales targets and maintained home closing targets, signaling efforts to stimulate demand despite high mortgage rates and home prices.
ANECDOTE

Philip Morris's Zyn Supply Challenges

  • Philip Morris's Zyn nicotine pouches misses shipment expectations, slowing growth despite previous acceleration.
  • Manufacturing issues last year caused supply constraints but have now eased with investments in new facilities.
INSIGHT

Northrop Grumman's Defense Strength

  • Northrop Grumman raised its full-year earnings guidance due to strong ballistic missile and bomber programs.
  • The company’s backlog grew 8% last quarter to nearly $90 billion, reflecting healthy demand from global defense priorities.
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