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Howmet Aerospace (HWM) posted another record quarter for the three months ended 30 Jun 2025. Sales rose 9.2% year-over-year to $2.053 bn, driven by double-digit growth in Engine Products (+13%) and Fastening Systems (+9%). Cost discipline and favorable mix expanded operating margin to 25.4% (vs 21.2%), lifting operating income 31% to $521 m.

Net income surged 53% to $407 m and diluted EPS improved to $1.00 from $0.65. Segment Adjusted EBITDA climbed 21% to $613 m, with all four segments contributing gains; Engine Products delivered 57% of EBITDA. Six-month cash from operations grew 22% to $699 m, funding $221 m of capex, $300 m of share repurchases and $83 m in dividends (common dividend doubled to $0.10/quarter). Net debt fell $57 m to $2.713 bn as cash held steady at $545 m.

Balance-sheet quality improved: equity increased to $5.04 bn, inventories rose $124 m to support higher aerospace output, while long-term debt declined slightly to $3.253 bn following an early $75 m term-loan prepayment. The effective tax rate dropped to 13.2% on discrete benefits, aiding EPS growth.

Outlook & risks: Management cites record aircraft backlogs and rising OEM build rates as demand tailwinds, but notes tariff uncertainty, Boeing 737 MAX production caps and FX headwinds. Restructuring credits this year and one-time tax benefits will not repeat. Nonetheless, robust aerospace demand, margin expansion and aggressive capital returns position Howmet favorably for FY-25.

On July 31, 2025, Cloudflare, Inc. (NYSE: NET) filed a Form 8-K to furnish its fiscal second-quarter results for the period ended June 30, 2025. The document contains no financial figures; instead, it directs investors to (i) a detailed press release attached as Exhibit 99.1 and (ii) supplemental materials posted on the company鈥檚 investor-relations website. Disclosure is made under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD). The company reiterates that the information is considered 鈥渇urnished,鈥� not 鈥渇iled,鈥� thereby limiting Section 18 liability and preventing automatic incorporation into other SEC documents. No other material events, transactions, or guidance updates are noted.

Form 4 filing 鈥� DHI Group, Inc. (DHX)

Company officer Alexander Schildt, President of ClearanceJobs, reported an automatic disposition of 959 common shares on 25 July 2025. The transaction was coded 鈥�F,鈥� indicating the shares were withheld by the issuer solely to cover tax obligations triggered by the vesting of a restricted-stock award. The withholding price was $2.78 per share.

Following the tax-related withholding, Schildt鈥檚 direct beneficial ownership stands at 103,410 DHX shares. This figure includes 1,306 shares acquired through the company鈥檚 Employee Stock Purchase Plan on 30 June 2025, which were bought at 85 % of the 2 January 2025 closing price, as permitted under the ESPP.

No derivative securities were reported, and no open-market purchases or sales were executed. The filing represents routine insider administration rather than an elective change in investment stance.

American Eagle Outfitters (AEO) 鈥� Form 4: Executive Chairman & CEO Jay L. Schottenstein reported an automatic acquisition of 2,667 dividend-equivalent rights on 25 Jul 2025. These rights are tied to previously granted RSUs and vest in step with the underlying awards; each right mirrors one share of AEO common stock. The transaction involved no cash outlay (exercise price $0.00) and no open-market buying or selling. After the accrual, Schottenstein directly holds 8,920 derivative rights linked to RSUs. The filing represents a routine adjustment stemming from AEO鈥檚 dividend policy rather than a discretionary change in ownership, so it carries limited immediate market impact.

flyExclusive, Inc. (NYSE American: FLYX) filed an 8-K (Item 8.01) announcing it has waived the lock-up that restricted EG Sponsor LLC from selling 5.625 MM Class A shares and 4.333 MM warrants until 27 Dec 2026. The waiver, executed 25 Jul 2025 and effective immediately, is intended to clear a March 2025 Russell 2000 rule that bars index inclusion while such restrictions are in place. Management believes Russell inclusion would raise trading volume, liquidity and enhance access to its at-the-market program.

The Audit & Risk Committee and the full Board (with interested directors Gregg Hymowitz and Gary Fegel recused) approved the waiver in line with company policy. All other terms of the 2021 Letter Agreement between the Company and EG Sponsor LLC remain unchanged.

No financial metrics were disclosed; the filing is limited to governance actions surrounding the share release and potential index listing.

Cloudflare, Inc. (NET) 鈥� Form 144 notice

Chief Financial Officer Thomas J. Seifert and related entities have notified the SEC of an intent to sell up to 5,600 Class A shares on or after 28 Jul 2025 through Morgan Stanley. The block, valued at $1.11 million, represents roughly 0.002 % of the company鈥檚 310.6 million shares outstanding.

The filing also lists recent Rule 10b5-1 programmed sales: 97,426 shares were sold during the past three months for gross proceeds of about $17.5 million, with individual tranches ranging from 400 to 41,556 shares. The filer certifies no knowledge of undisclosed adverse information.

Because Form 144 is a notice, actual sales may vary or be cancelled. Although the proposed sale is immaterial to the float, the ongoing insider disposition pattern may be viewed as a mild negative signal for investor sentiment.

Energy Vault (NRGV) filed an 8-K disclosing that its subsidiary, Cross Trails Energy Storage Project, LLC, entered into a $17.8 million senior secured term-loan with Wilmington Trust and a lending syndicate on 23 Jul 2025. The single-draw facility was fully funded at closing and will be used to cover project capex, operating costs, required reserves and permitted sponsor distributions for the Cross Trails battery-storage project.

The loan bears interest at 5.0% (ABR) or 6.0% (SOFR), subject to 200 bp step-ups/step-downs, amortises on a pre-agreed schedule and matures 23 Jul 2032. It is secured by a first-priority lien on substantially all project assets and membership interests. Covenants include restrictions on additional debt, liens and distributions, plus a minimum DSCR of 1.10脳. Voluntary prepayment is allowed with make-whole premium; mandatory prepayment events cover insurance proceeds, asset sales, non-permitted debt/equity and other customary triggers. The company issued a press release on 24 Jul 2025 announcing the transaction (Exhibit 99.1).

Gabelli-affiliated investment vehicles filed a Schedule 13D on 28 Jul 2025 disclosing ownership of 251,650 Series A shares of DallasNews Corp. (DALN), representing 5.31 % of the 4.74 million shares outstanding.

• Gabelli Funds: 105,350 sh (2.22%)
• Gabelli & Co Investment Advisers (GCIA): 90,800 sh (1.92%)
• GAMCO Asset Management: 45,000 sh (0.95%)
• Teton Advisors: 10,500 sh (0.22%)

The group spent approximately $3.06 million accumulating shares between 8 Jul 鈥� 24 Jul 2025 at prices ranging $4.50 to $16.01, funded largely through client accounts. Although reported on a 13D (non-passive) basis, the filing states the investors do not currently seek control of DALN; future buying or selling will depend on ongoing analysis of the company鈥檚 operations, valuation and market conditions.

The investors outline typical value-oriented governance preferences (support for cumulative voting, opposition to poison pills, etc.) and note that voting power above 25% would be delegated to independent committees. Their presence introduces an experienced shareholder that may influence strategic dialogue, but immediate operational changes are not signalled.

Cloudflare, Inc. (NYSE: NET) insiders have filed Form 144 to sell up to 400 Class A shares (estimated value 鈮� US$76.6 k) through Morgan Stanley beginning 25 Jul 2025. The proposed sale equals just 0.0001 % of the company鈥檚 310.6 m shares outstanding, indicating a negligible float impact.

The filing also lists recent Rule 10b5-1 plan executions: seven transactions between 20 May 鈥� 21 Jul 2025 by Center Court鈥搑elated entities and Thomas J. Seifert totaling 95,826 shares for US$17.16 m in gross proceeds. All shares to be sold were originally acquired via option exercises on 16 Dec 2020 and paid for in cash.

Because the activity is governed by pre-arranged trading plans and represents a small fraction of outstanding stock, the filing is operationally immaterial. However, ongoing insider disposals may influence sentiment among investors sensitive to executive selling patterns.