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US mid-cap companies, including Masco and Bandwidth, raised their full-year earnings guidance despite mixed market signals. Masco achieved higher earnings and margins through strategic pricing and tariff refunds, which helped offset weak sales and demand. Bandwidth reported strong revenue growth driven by AI-enabled communications demand, while Lemonade reaffirmed its path to positive adjusted EBITDA by late 2026. These updates reflect a broader trend of operational improvements helping firms navigate persistent demand challenges.