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Bank of Hawaii (BOH) Q2-25 10-Q highlights:

• Net income rose 40% YoY to $47.6 m; diluted EPS up to $1.06 from $0.81.
• Net interest income increased 13% YoY to $129.7 m as higher loan yields offset deposit-rate pressure; interest expense fell 10% to $88.9 m.
• Provision for credit losses modest at $3.3 m (up $0.9 m YoY); allowance remains $148.5 m (1.06% of loans).
• Non-interest income grew 6% to $44.8 m, led by service charges and fee income; securities losses narrowed to $1.1 m.
• Efficiency: non-interest expense up just 1% YoY to $110.8 m despite wage inflation; FDIC special assessment impact eased (expense $3.6 m vs $7.2 m).
• Balance sheet: Assets $23.7 bn (+0.5% YTD); loans $14.0 bn (-0.5% YTD); deposits $20.80 bn (+0.8%). Time deposits remain 15% of mix. Liquidity strong with $769 m cash.
• Capital: Common equity up 5% YTD to $1.74 bn; AOCI loss improved to -$299 m from -$343 m on bond price recovery. CET1 ratio not disclosed in excerpt, but equity/assets at 7.4%.
• Shareholder returns: $0.70 common dividend maintained (payout 66% of Q2 earnings); preferred dividends $5.3 m.

Overall, BOH delivered solid YoY earnings growth, controlled expenses, and stable credit quality, while deposit funding stabilized in a high-rate environment.

NXP Semiconductors (NXPI) Q2-25 10-Q highlights:

• Revenue fell 6.4 % YoY to $2.93 bn and 3.2 % QoQ; six-month sales down 7.9 % to $5.76 bn.
• Gross margin declined 390 bp YoY to 53.4 % (54.2 % YTD). Operating margin slipped to 23.5 % (24.5 % YTD) on softer pricing, mix and $67 m restructuring costs.
• EPS diluted $1.75 vs $2.54; YTD $3.67 vs $5.01.
• Cash flow: $1.34 bn operating cash, $222 m cap-ex 鈫� $1.12 bn FCF before acquisitions; cash balance $3.17 bn after $679 m net TTTech Auto purchase, $507 m buybacks and $515 m dividends.
• Balance sheet: Net debt rose to $8.31 bn (leverage ~1.8脳 EBITDA est.); short-term debt up to $2.0 bn (commercial paper). Working capital stable; inventory $2.36 bn (126 days).
• M&A / strategic moves: Closed $766 m TTTech Auto acquisition to boost software-defined vehicle stack; agreed to sell MEMS sensors line (held for sale $294 m) to STMicro for up to $950 m. Pending Aviva Links and Kinara deals.
• Guidance & risks: Management notes demand softness in Industrial, CI&O segments; automotive flat. CEO transition to Rafael Sotomayor by Oct-25. Legal accruals $246 m for Motorola injury suits; potential extra exposure $245 m partly insured.
• Liquidity: $5.67 bn available (cash + $2.5 bn RCF). Dividend maintained at $1.014/quarter; share repurchase ongoing.

Overall, results show cyclical slowdown but solid profitability, disciplined cash return and strategic portfolio reshaping.

On 22 July 2025, KeyCorp filed an Form 8-K (Item 2.02) to announce that its second-quarter 2025 financial results are now available.

• Exhibit 99.1: press release covering results for the three- and six-month periods ended 30 June 2025.
• Exhibit 99.2: supplemental information package used during the earnings call and webcast.
• Exhibit 99.3: consolidated balance sheets and statements of income; this exhibit is filed (subject to Exchange Act Section 18) and may be incorporated by reference in Securities Act filings, whereas Exhibits 99.1-99.2 are merely furnished.

The filing contains no quantitative metrics; investors must review the exhibits or KeyCorp鈥檚 website for revenue, EPS, credit-quality data, or guidance. Common shares (KEY) and four preferred depositary share series remain listed on the NYSE. The 8-K satisfies disclosure obligations without triggering automatic incorporation of the press release or slide deck into other SEC documents.

Sonoco Products Company (ticker SON) filed a Form 4 indicating that director Robert R. Hill Jr. accrued 792.5 phantom stock units on 07/01/2025 under the company鈥檚 directors deferred-compensation plan at a reference price of $45.74 per unit. Phantom units are the economic equivalent of common shares and will convert into common stock six months after the director鈥檚 retirement, so no shares changed hands in the open market and the public float is unaffected. After the transaction, Hill鈥檚 direct holding in this derivative class increased to 25,005.5 units. No non-derivative acquisitions or dispositions were reported. Because the award is part of routine deferred compensation, the filing does not materially alter insider ownership percentages or signal an active trading view, but it does incrementally align the director鈥檚 economic interests with long-term shareholder value.

Enstar Group Limited (NASDAQ: ESGR) has formally completed its previously announced take-private transaction. On 2 July 2025 the insurer executed a three-step merger structure with entities backed by Sixth Street Partners, LLC, resulting in Enstar becoming a wholly-owned subsidiary of Elk Bidco Limited (the 鈥淧arent鈥�). The aggregate consideration is approximately $5.1 billion.

Cash consideration to ordinary shareholders: each Enstar ordinary share has been converted into the right to receive $338 in total cash (delivered through payments at the first and third merger steps). A portion of the $338 was first paid out of a fixed $500 million pool, with the balance settled at the third merger step, as detailed in the Merger Agreement.

Preferred shares: Series C, D and E preferred shares were automatically converted, step-for-step, into equivalent preferred shares of the surviving private entity, maintaining all existing dividend rates and other preferences.

Equity awards: 鈥� Service-based restricted shares vested immediately and were cashed out at $338 per share. 鈥� RSUs rolled into units of the new holding company, then the surviving private entity, and were fully vested and cashed out at closing. 鈥� A prorated portion of PSU awards vested based on actual performance and was paid in cash; the remainder was forfeited.

Listing status & reporting obligations: Trading in Enstar ordinary shares and the Series D and E depositary shares has been suspended. The company has instructed Nasdaq to file Form 25s on or about 14 July 2025 to delist and deregister the securities. A Form 15 will follow, terminating registration under Section 12(g) and suspending Exchange Act reporting duties.

Governance changes: The entire legacy board resigned at the third merger step. A new 13-member board, dominated by appointees of Sixth Street, has been installed. Enstar鈥檚 bye-laws have been replaced by those of the merger subsidiary (with only the name amended).

Financing for the transaction came from Enstar resources, equity from Sixth Street managed funds, and third-party equity and debt.