In a business landscape defined by rapid tech shifts, evolving consumer habits, and mounting regulatory pressure, investors are looking beyond short-term gains and watching for companies that are actively shaping what comes next.
Bloomberg’s “10 Companies to Watch for Q3 2025″ brings together a mix of established names and newer players, all facing important moments in their trajectory.
Some are trying to evolve in order to stay relevant. Others are riding a wave of growth.
What happens next will depend on how they respond to pressure, competition, and a changing market.
This quarter should give investors a better sense of who’s finding their footing and who still has work to do.
10 Companies to Watch in Q3 2025
1. AIA
AIA’s deep roots in Asia’s high-growth markets are keeping it on investors’ radars this quarter.
The insurer is working to expand its digital offerings and launch new products across Southeast Asia both seen as critical for maintaining its growth streak.
With a strong balance sheet behind it, the company is in a position to grow premiums steadily.
2. Aston Martin
For Aston Martin, this quarter feels like a fork in the road.
The company is betting big on a new generation of sports cars and SUVs, while also racing to catch up in the EV space.
It’s not just about making electric versions of classic models, the automaker is trying to redefine what it stands for in a market where performance and sustainability increasingly go hand in hand.
3. Cadence Design Systems
Cadence isn’t a household name, but its software is at the heart of one of the world’s most critical industries: chip design.
As demand for faster, smaller, and more efficient semiconductors continues to climb fuelled by AI and cloud computing, Cadence’s tools are more essential than ever.
The company has built a solid base of recurring revenue and is expected to show continued strength this quarter.
4. Capitec
Capitec has made a name for itself by keeping things simple low fees, a clean digital interface, and a focus on everyday banking.
That formula has helped it grow fast in South Africa, even as the broader economy faces pressure.
But now comes the harder part: sustaining that growth while managing rising credit risk.
5. Diageo
Diageo is in a bit of a reset mode. After years of riding global demand for premium spirits, the company is now facing softer sales in some key markets and the impact of a leadership change.
Brands like Johnnie Walker and Tanqueray still have serious clout, but the question now is whether Diageo can stay agile as consumer habits shift and input costs stay elevated.
6. Dick’s Sporting Goods
Dick’s has quietly become one of the more resilient names in US retail.
While other chains have struggled with store closures and bloated inventory, Dick’s has leaned into what works, a strong in-store experience, a growing loyalty program, and a decent e-commerce game.
But challenges remain. Costs are up, and the appetite for discretionary spending is still uncertain.
7. EasyJet
Travel demand in Europe has come back strong, and EasyJet is starting to benefit.
The airline’s finances are on a better footing, but the outlook is still mixed. Fuel prices remain unpredictable, and regulatory pressures especially around emissions.
The company is trying to keep a tight grip on spending while managing capacity smartly ahead of the busy travel season.
8. Enphase Energy
Enphase is in a solid spot, but the road ahead isn’t straightforward. Demand for solar tech and battery storage is there but the bigger question is how steady it will be.
The company’s Q1 numbers looked healthy, with $356.1 million in revenue and solid margins, supported in part by US policy tailwinds.
This quarter, investors will want to see progress on inventory management, clearer signals on global rollout, and how the company plans to stay competitive as the market shifts.
9. Keppel DC REIT
Keppel DC REIT finds itself in a high-stakes moment.
Demand for data centers, especially those powered by AI and cloud adoption is surging, and that plays to its core strength.
The trust has historically enjoyed high occupancy rates and a conservative balance sheet, which gives it a solid foundation. But rising interest rates and growing competition for top-tier assets are starting to bite.
10. Proximus
Proximus is deep in the middle of a long transformation and it’s proving costly.
As Belgium’s largest telecom provider, the company is betting big on fiber and digital services to replace aging revenue streams from legacy infrastructure.
That’s a solid strategy in theory, but it’s dragging on margins in the near term. But heading into Q3, the pressure is on: Can it show progress without letting costs spiral?
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