Woodward’s performance gains from strength in Aerospace and Core Industrial segments. Shareholder friendly policy is a plus.

Moelis & Company's organic growth initiatives and efforts to expand capital markets activities will support the top line. Steady capital distributions are supported by a strong balance sheet.

The strong position in healthcare market and strategic acquisitions will help Agilent generate solid revenues.

Decent loan demand, hedge programs and relatively high rates will likely aid East West Bancorp’s revenues. Its enhanced capital distribution plan reflects a solid balance sheet and liquidity position.

Strategic expansion and business restructuring efforts, relatively high rates, solid balance sheet position and robust loans and deposit balances will likely aid Associated Banc-Corp's financials.

Cheesecake Factory’s aggressive expansion initiatives, Fox Restaurant concept, increased focus on digitalization and off-premise sales bode well.

We are positive on Theravance’s efforts related to Yupelri’s commercialization. The company’s partnership deals with companies like Viatris is also encouraging.

3D Systems’ efforts to simplify its cost structure by lowering headcount, and trimming cost of sales and operating expenses would boost its profitability.

Netflix’s growing subscriber base, driven by its content strength, focus on originals across various genres and languages and accelerating ad business are key positives.

Strength across the Aerospace/Defense unit, product development initiatives and the VACCO acquisition augur well for RBC Bearings. Handsome rewards to shareholders add to its appeal.