LEG Q1 Earnings Call: Restructuring Progress and Tariff Impacts Drive OutlookManufacturing company Leggett & Platt (
NYSE:LEG) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 6.8% year on year to $1.02 billion. On the other hand, the company’s full-year revenue guidance of $4.15 billion at the midpoint came in 0.6% below analysts’ estimates. Its non-GAAP profit of $0.24 per share was 9.5% above analysts’ consensus estimates.
NXPI Q1 Earnings Call: Early Cycle Recovery Signals Amid Tariff Uncertainty and Leadership TransitionChip manufacturer NXP Semiconductors (
NASDAQ: NXPI) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 9.3% year on year to $2.84 billion. The company expects next quarter’s revenue to be around $2.9 billion, close to analysts’ estimates. Its non-GAAP profit of $2.64 per share was 1.4% above analysts’ consensus estimates.
FFIV Q1 Earnings Call: Hardware Refresh Cycle and AI Initiatives Drive OutperformanceNetwork application delivery and security specialist F5 (
NASDAQ:FFIV) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 7.3% year on year to $731.1 million. The company expects next quarter’s revenue to be around $750 million, close to analysts’ estimates. Its non-GAAP profit of $3.42 per share was 10.2% above analysts’ consensus estimates.
MED Q1 Earnings Call: Revenue Misses, Coach Productivity and GLP-1 Strategy in FocusWellness company Medifast (
NYSE:MED) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 33.8% year on year to $115.7 million. Next quarter’s revenue guidance of $95 million underwhelmed, coming in 15.4% below analysts’ estimates. Its GAAP loss of $0.07 per share was 72% above analysts’ consensus estimates.
AMKR Q1 Earnings Call: Advanced Packaging Drives Results Amid Tariff and Market UncertaintySemiconductor packaging and testing company Amkor Technology (
NASDAQ:AMKR) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 3.2% year on year to $1.32 billion. The company expects next quarter’s revenue to be around $1.43 billion, close to analysts’ estimates. Its GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.
CCK Q1 Earnings Call: Crown Holdings Raises Outlook as Beverage Can Volumes Drive Margin ExpansionMetal packaging products manufacturer Crown Holdings (
NYSE:CCK) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 3.7% year on year to $2.89 billion. Its non-GAAP profit of $1.67 per share was 35.4% above analysts’ consensus estimates.
Upland’s (NASDAQ:UPLD) Q1: Beats On Revenue, Stock SoarsBusiness automation software provider Upland Software (
NASDAQ: UPLD) beat Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 10% year on year to $63.66 million. On the other hand, next quarter’s revenue guidance of $53.3 million was less impressive, coming in 11.7% below analysts’ estimates. Its non-GAAP profit of $0.23 per share was 32.7% above analysts’ consensus estimates.
CDNS Q1 Earnings Call: AI and IP Expansion Lift Cadence’s Results and OutlookSemiconductor design software provider Cadence Design Systems (
NASDAQ:CDNS) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 23.1% year on year to $1.24 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $5.19 billion at the midpoint. Its non-GAAP profit of $1.57 per share was 4.9% above analysts’ consensus estimates.
SANM Q1 Earnings Call: Solid Revenue Growth, Cautious Outlook Amid Tariff UncertaintyElectronics manufacturing services company Sanmina (
NASDAQ:SANM) announced better-than-expected revenue in Q1 CY2025, with sales up 8.1% year on year to $1.98 billion. On the other hand, next quarter’s revenue guidance of $1.98 billion was less impressive, coming in 5.5% below analysts’ estimates. Its non-GAAP profit of $1.41 per share was 2.5% above analysts’ consensus estimates.
WWD Q1 Earnings Call: Aerospace Growth and Tariff Risks Shape OutlookAerospace and defense company Woodward (
NASDAQ:WWD) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 5.8% year on year to $883.6 million. The company’s full-year revenue guidance of $3.44 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $1.69 per share was 15.1% above analysts’ consensus estimates.
DPZ Q1 Earnings Call: New Menu Launches and Aggregator Partnerships Shape OutlookFast-food pizza chain Domino’s (
NYSE:DPZ) missed Wall Street’s revenue expectations in Q1 CY2025 as sales rose 2.5% year on year to $1.11 billion. Its non-GAAP profit of $4.33 per share was 6.3% above analysts’ consensus estimates.
RVTY Q1 Earnings Call: Resilient Performance Amid Academic and Tariff Headwinds, Software and Diagnostics ShineLife sciences company Revvity (
NYSE:RVTY) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 2.3% year on year to $664.8 million. The company’s full-year revenue guidance of $2.85 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $1.01 per share was 6.4% above analysts’ consensus estimates.
HCA Q1 Earnings Call: Revenue Beats Expectations Amid Volume Growth and Margin PressureHospital operator HCA Healthcare (
NYSE:HCA) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 5.7% year on year to $18.32 billion. The company expects the full year’s revenue to be around $74.3 billion, close to analysts’ estimates. Its GAAP profit of $6.45 per share was 11.5% above analysts’ consensus estimates.
CHTR Q1 Earnings Call: Bundled Strategy and Efficiency Measures Take Center StageCable, internet, and telephone services provider Charter (
NASDAQ:CHTR) met Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $13.74 billion. Its non-GAAP profit of $8.42 per share was 2% below analysts’ consensus estimates.
AVTR Q1 Earnings Call: CEO Transition and Margin Focus Amid Weak Market ConditionsLife sciences company Avantor (
NYSE:AVTR) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 5.9% year on year to $1.58 billion. Its non-GAAP profit of $0.23 per share was in line with analysts’ consensus estimates.
CRI Q1 Earnings Call: New CEO Pauses Guidance Amid Tariff Uncertainty and Ongoing Sales PressureChildren’s apparel manufacturer Carter’s (
NYSE:CRI) announced better-than-expected revenue in Q1 CY2025, but sales fell by 4.8% year on year to $629.8 million. Its non-GAAP profit of $0.66 per share was 27.8% above analysts’ consensus estimates.
CNC Q1 Earnings Call: Centene Raises Revenue Guidance Amid Policy Headwinds and Margin StabilityHealth coverage company Centene (
NYSE:CNC) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 15.4% year on year to $46.62 billion. The company’s full-year revenue guidance of $180 billion at the midpoint came in 4.2% above analysts’ estimates. Its non-GAAP profit of $2.90 per share was 15.3% above analysts’ consensus estimates.
BELFA Q1 Earnings Call: Tariff Exposure, Segment Trends, and Leadership Transition Shape OutlookElectronic system and device provider Bel Fuse (
NASDAQ:BELFA) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 18.9% year on year to $152.2 million. Its GAAP profit of $1.36 per share was 64.8% above analysts’ consensus estimates.
EHC Q1 Earnings Call: Capacity Expansion and Demand Drive Updated 2025 GuidanceHealth care services provider Encompass Health (
NYSE:EHC) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 10.6% year on year to $1.46 billion. The company’s full-year revenue guidance of $5.89 billion at the midpoint came in 0.5% above analysts’ estimates. Its non-GAAP profit of $1.37 per share was 15% above analysts’ consensus estimates.
FOX (NASDAQ:FOXA) Delivers Impressive Q1Cable news and media network Fox (
NASDAQ:FOXA) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 26.8% year on year to $4.37 billion. Its non-GAAP profit of $1.10 per share was 22.6% above analysts’ consensus estimates.
Lincoln Educational (NASDAQ:LINC) Beats Q1 Sales Targets, Stock SoarsEducation company Lincoln Educational (
NASDAQ:LINC) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 13.7% year on year to $117.5 million. The company’s full-year revenue guidance of $490 million at the midpoint came in 1.2% above analysts’ estimates. Its GAAP profit of $0.06 per share was significantly above analysts’ consensus estimates.
ULH Q1 Earnings Call: Universal Logistics Addresses Soft Freight Market and Eyes Automotive RecoveryTransportation and logistics solutions provider Universal Logistics (
NASDAQ:ULH) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 22.3% year on year to $382.4 million. Its non-GAAP profit of $0.23 per share was 52.1% below analysts’ consensus estimates.
SAM Q1 Earnings Call: Revenue Beats Expectations, Guidance Weighed Down by Tariff UncertaintyBeer company Boston Beer (
NYSE:SAM) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 6.5% year on year to $453.9 million. Its GAAP profit of $2.17 per share was significantly above analysts’ consensus estimates.
RSG Q1 Earnings Call: Margins Expand Amid Top-Line Headwinds, Sustainability and M&A in FocusWaste management company Republic Services (
NYSE:RSG) missed Wall Street’s revenue expectations in Q1 CY2025 as sales rose 3.8% year on year to $4.01 billion. Its non-GAAP profit of $1.58 per share was 3.5% above analysts’ consensus estimates.
COUR Q1 Earnings Call: Product Innovation and Segment Simplification Drive Coursera’s OutlookOnline learning platform Coursera (
NYSE:COUR) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 6.1% year on year to $179.3 million. The company expects next quarter’s revenue to be around $181 million, close to analysts’ estimates. Its non-GAAP profit of $0.12 per share was 55.9% above analysts’ consensus estimates.
FIX Q1 Earnings Call: Technology Demand and Backlog Expansion Drive OutperformanceHVAC and electrical contractor Comfort Systems (
NYSE:FIX) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 19.1% year on year to $1.83 billion. Its non-GAAP profit of $4.75 per share was 28.2% above analysts’ consensus estimates.
SSNC Q1 Earnings Call: International Growth and AI Initiatives Drive Upbeat OutlookFinancial software provider SS&C Technologies (
NASDAQ:SSNC) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 5.4% year on year to $1.51 billion. The company expects next quarter’s revenue to be around $1.51 billion, close to analysts’ estimates. Its non-GAAP profit of $1.44 per share was 2.2% above analysts’ consensus estimates.
Chegg (NYSE:CHGG) Posts Better-Than-Expected Sales In Q1 But Quarterly Revenue Guidance Significantly Misses ExpectationsOnline study and academic help platform Chegg (
NYSE:CHGG) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 30.4% year on year to $121.4 million. On the other hand, next quarter’s revenue guidance of $101 million was less impressive, coming in 9.2% below analysts’ estimates. Its non-GAAP loss of $0.06 per share was significantly below analysts’ consensus estimates.
Surgery Partners (NASDAQ:SGRY) Posts Q1 Sales In Line With Estimates But Stock DropsHealthcare company Surgery Partners (
NASDAQ:SGRY) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 8.2% year on year to $776 million. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $3.38 billion at the midpoint. Its non-GAAP profit of $0.04 per share was $0.01 below analysts’ consensus estimates.
KN Q1 Earnings Call: Tariff Resilience and Improving Bookings Underpin Upbeat OutlookElectronic components manufacturer Knowles (
NYSE:KN) beat Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 32.7% year on year to $132.2 million. On top of that, next quarter’s revenue guidance ($140 million at the midpoint) was surprisingly good and 3.4% above what analysts were expecting. Its non-GAAP profit of $0.18 per share was in line with analysts’ consensus estimates.
MMSI Q1 Earnings Call: Tariff Headwinds Offset by Organic Growth and Strong Product PerformanceMedical device company Merit Medical Systems (
NASDAQ:MMSI) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 9.8% year on year to $355.4 million. The company expects the full year’s revenue to be around $1.48 billion, close to analysts’ estimates. Its non-GAAP profit of $0.86 per share was 14.8% above analysts’ consensus estimates.
BYD Q1 Earnings Call: Revenue Growth Outpaces Expectations Amid Margin Pressure and Expansion PlansGaming and hospitality company Boyd Gaming (
NYSE:BYD) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.2% year on year to $991.6 million. Its non-GAAP profit of $1.62 per share was 6.2% above analysts’ consensus estimates.
VRSN Q1 Earnings Call: Domain Growth and Dividend Initiation Highlight Strategic ShiftDomain name registry operator Verisign (
NASDAQ:VRSN) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 4.7% year on year to $402.3 million. Its GAAP profit of $2.10 per share was in line with analysts’ consensus estimates.
SKX Q1 Earnings Call: Revenue Misses Estimates, Management Focuses on Tariff Uncertainty and Global GrowthFootwear company Skechers (
NYSE:SKX) missed Wall Street’s revenue expectations in Q1 CY2025, but sales rose 7.1% year on year to $2.41 billion. Its non-GAAP profit of $1.34 per share was 13.8% above analysts’ consensus estimates.
Monday.com (NASDAQ:MNDY) Beats Q1 Sales Targets, Stock SoarsProject management software maker Monday.com (
NASDAQ:MNDY) announced better-than-expected revenue in Q1 CY2025, with sales up 30.1% year on year to $282.3 million. The company expects next quarter’s revenue to be around $293 million, close to analysts’ estimates. Its non-GAAP profit of $1.10 per share was 56.4% above analysts’ consensus estimates.
GILD Q1 Earnings Call: HIV Growth and Pipeline Momentum Offset Revenue MissBiopharmaceutical company Gilead Sciences (
NASDAQ:GILD) missed Wall Street’s revenue expectations in Q1 CY2025, with sales flat year on year at $6.67 billion. The company’s full-year revenue guidance of $28.4 billion at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $1.81 per share was 2.1% above analysts’ consensus estimates.
Sally Beauty (NYSE:SBH) Misses Q1 Sales TargetsBeauty supply retailer Sally Beauty (
NYSE:SBH) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 2.8% year on year to $883.1 million. On the other hand, the company expects next quarter’s revenue to be around $942.3 million, close to analysts’ estimates. Its non-GAAP profit of $0.42 per share was 6.6% above analysts’ consensus estimates.
FARO Q1 Earnings Call: Product Launches and Partnerships Offset Macro Headwinds3D measurement and imaging company FARO (
NASDAQ:FARO) beat Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 1.6% year on year to $82.86 million. The company expects next quarter’s revenue to be around $83 million, close to analysts’ estimates. Its non-GAAP profit of $0.33 per share was significantly above analysts’ consensus estimates.
ITGR Q1 Earnings Call: CEO Transition, M&A, and Margin Expansion Shape OutlookMedical technology company Integer Holdings (
NYSE:ITGR) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 7.3% year on year to $437.4 million. The company expects the full year’s revenue to be around $1.86 billion, close to analysts’ estimates. Its non-GAAP profit of $1.31 per share was 5.5% above analysts’ consensus estimates.
Fortrea’s (NASDAQ:FTRE) Q1: Strong Sales, Full-Year Outlook Slightly Exceeds ExpectationsClinical research company Fortrea Holdings (
NASDAQ:FTRE) beat Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 1.6% year on year to $651.3 million. The company’s full-year revenue guidance of $2.5 billion at the midpoint came in 0.7% above analysts’ estimates. Its non-GAAP profit of $0.02 per share was significantly above analysts’ consensus estimates.
Redwire (NYSE:RDW) Misses Q1 Revenue Estimates, But Stock Soars 15.9%Aerospace and defense company Redwire (
NYSE:RDW) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 30.1% year on year to $61.4 million. On the other hand, the company’s full-year revenue guidance of $570 million at the midpoint came in 32.2% above analysts’ estimates. Its GAAP loss of $0.09 per share was 76.3% above analysts’ consensus estimates.
UNP Q1 Earnings Call: Volumes Grow, Pricing Power Holds Amid Market UncertaintyFreight transportation company Union Pacific (
NYSE:UNP) fell short of the market’s revenue expectations in Q1 CY2025, with sales flat year on year at $6.03 billion. Its non-GAAP profit of $2.70 per share was 1.1% below analysts’ consensus estimates.
SHYF Q1 Earnings Call: Outperformance Driven by Operational Gains and Blue Arc ProgressVehicle manufacturer Shyft (
NASDAQ:SHYF) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 3.4% year on year to $204.6 million. The company’s full-year revenue guidance of $920 million at the midpoint came in 3.8% above analysts’ estimates. Its non-GAAP profit of $0.07 per share was significantly above analysts’ consensus estimates.
United Parks & Resorts (NYSE:PRKS) Misses Q1 Sales TargetsTheme park operator United Parks & Resorts (
NYSE:PRKS) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 3.5% year on year to $286.9 million. Its GAAP loss of $0.29 per share was 26.7% below analysts’ consensus estimates.
FCN Q1 Earnings Call: FTI Consulting Misses on Revenue as Uncertainty Weighs on OutlookBusiness advisory firm FTI Consulting (
NYSE:FCN) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 3.3% year on year to $898.3 million. Its non-GAAP profit of $2.29 per share was 27.7% above analysts’ consensus estimates.
AAL Q1 Earnings Call: Revenue in Line, Cost Pressures and Uncertain Demand Cloud OutlookGlobal airline American Airlines (
NASDAQ:AAL) met Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $12.55 billion. Its non-GAAP loss of $0.59 per share was 12.7% above analysts’ consensus estimates.
LYTS Q1 Earnings Call: Display Solutions Drive Growth Amid Margin Pressures and Ongoing Tariff ManagementCommercial lighting and retail display solutions provider LSI (
NASDAQ:LYTS) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 22.5% year on year to $132.5 million. Its non-GAAP profit of $0.20 per share was in line with analysts’ consensus estimates.
IPG Q1 Earnings Call: Revenue Meets Expectations as Restructuring and Client Losses Weigh on ResultsGlobal advertising conglomerate Interpublic Group (
NYSE:IPG) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 8.5% year on year to $2 billion. Its non-GAAP profit of $0.33 per share was 27.2% above analysts’ consensus estimates.
CMCSA Q1 Earnings Call: Flat Top-Line, Broadband Headwinds, and Theme Parks ExpansionTelecommunications and media company Comcast (
NASDAQ:CMCSA) met Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $29.89 billion. Its non-GAAP profit of $1.09 per share was 10.1% above analysts’ consensus estimates.
Dole (NYSE:DOLE) Beats Q1 Sales TargetsFresh produce company Dole (
NYSE:DOLE) announced better-than-expected revenue in Q1 CY2025, but sales fell by 1% year on year to $2.10 billion. Its non-GAAP profit of $0.35 per share was 10.7% below analysts’ consensus estimates.
PG Q1 Earnings Call: Management Cites Consumer Volatility and Tariff Pressures, Lowers EPS OutlookConsumer products behemoth Proctor & Gamble (
NYSE:PG) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 2.1% year on year to $19.78 billion. Its non-GAAP profit of $1.54 per share was 0.9% above analysts’ consensus estimates.
KDP Q1 Earnings Call: Energy Drinks, Innovation, and Pricing Actions Drive OutperformanceBeverage company Keurig Dr Pepper (
NASDAQ:KDP) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 4.8% year on year to $3.64 billion. Its non-GAAP profit of $0.42 per share was 9.1% above analysts’ consensus estimates.
POOL Q1 Earnings Call: Weather and Macro Conditions Pressure Results, Guidance MaintainedSwimming pool distributor Pool (
NASDAQ:POOL) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 4.4% year on year to $1.07 billion. Its GAAP profit of $1.42 per share was 4.1% below analysts’ consensus estimates.
BMY Q1 Earnings Call: Growth Portfolio Offsets Declines, Guidance Raised Amid Pipeline AdvancementsBiopharmaceutical company Bristol Myers Squibb (
NYSE:BMY) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 5.6% year on year to $11.2 billion. The company’s full-year revenue guidance of $46.3 billion at the midpoint came in 1.2% above analysts’ estimates. Its non-GAAP profit of $1.80 per share was 19.8% above analysts’ consensus estimates.
TSCO Q1 Earnings Call: Weather and Tariff Pressures Lead to Revenue Miss, Guidance CutRural goods retailer Tractor Supply (
NASDAQ:TSCO) fell short of the market’s revenue expectations in Q1 CY2025 as sales rose 2.1% year on year to $3.47 billion. The company’s full-year revenue guidance of $6 billion at the midpoint came in 61.8% below analysts’ estimates. Its GAAP profit of $0.34 per share was 9.1% below analysts’ consensus estimates.
ADT Q1 Earnings Call: Higher Installation Revenue and AI Investments Drive OutperformanceSecurity technology and services company ADT (
NYSE:ADT) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 6.5% year on year to $1.27 billion. The company expects the full year’s revenue to be around $5.13 billion, close to analysts’ estimates. Its non-GAAP profit of $0.32 per share was 63.7% above analysts’ consensus estimates.
CBRE Q1 Earnings Call: Outperformance Driven by Leasing and Diversified Services Amid Tariff UncertaintyCommercial real estate firm CBRE (
NYSE:CBRE) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 12.3% year on year to $8.91 billion. Its non-GAAP profit of $0.86 per share was 12.1% above analysts’ consensus estimates.
HZO Q1 Earnings Call: Revenue Beats Expectations, Guidance Cut Amid UncertaintyBoat and marine products retailer MarineMax (
NYSE:HZO) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 8.3% year on year to $631.5 million. Its non-GAAP profit of $0.23 per share was 19% above analysts’ consensus estimates.
DOV Q1 Earnings Call: Margin Expansion Amid Revenue Uncertainty and Tariff HeadwindsManufacturing company Dover (
NYSE:DOV) fell short of the market’s revenue expectations in Q1 CY2025, with sales flat year on year at $1.87 billion. Its non-GAAP profit of $2.05 per share was 3.3% above analysts’ consensus estimates.
TXT Q1 Earnings Call: Bell Growth and Portfolio Actions Drive OutperformanceAerospace and defense company Textron (
NYSE:TXT) announced better-than-expected revenue in Q1 CY2025, with sales up 5.5% year on year to $3.31 billion. Its non-GAAP profit of $1.28 per share was 12.5% above analysts’ consensus estimates.
STRA Q1 Earnings Call: Employer Partnerships and Education Technology Drive OutperformanceHigher education company Strategic Education (
NASDAQ:STRA) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 4.6% year on year to $303.6 million. Its non-GAAP profit of $1.30 per share was 34.5% above analysts’ consensus estimates.
MRK Q1 Earnings Call: Pipeline Expansion, Tariff Pressures, and Portfolio DiversificationGlobal pharmaceutical company Merck (
NYSE:MRK) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1.6% year on year to $15.53 billion. The company expects the full year’s revenue to be around $64.85 billion, close to analysts’ estimates. Its non-GAAP profit of $2.22 per share was 4% above analysts’ consensus estimates.
HAS Q1 Earnings Call: Tariff Headwinds Offset by Strong Games and Licensing PerformanceToy and entertainment company Hasbro (
NASDAQ:HAS) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 17.1% year on year to $887.1 million. Its non-GAAP profit of $1.04 per share was 54.7% above analysts’ consensus estimates.
CBZ Q1 Earnings Call: Revenue Misses Expectations as Integration and Economic Headwinds Shape OutlookFinancial services provider CBIZ (
NYSE:CBZ) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 69.5% year on year to $838 million. The company’s full-year revenue guidance of $2.88 billion at the midpoint came in 1.6% below analysts’ estimates. Its non-GAAP profit of $2.29 per share was 8.7% above analysts’ consensus estimates.
TRU Q1 Earnings Call: Revenue Outpaces Expectations Amid Strategic Transformation and Cautious GuidanceCredit reporting company TransUnion (
NYSE:TRU) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 7.3% year on year to $1.1 billion. On the other hand, next quarter’s revenue guidance of $1.09 billion was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $1.05 per share was 7.6% above analysts’ consensus estimates.
BC Q1 Earnings Call: Tariffs and Entry-Level Weakness Drive Cautious Outlook Despite BeatBoat and marine manufacturer Brunswick (
NYSE:BC) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 10.5% year on year to $1.22 billion. On the other hand, next quarter’s revenue guidance of $1.2 billion was less impressive, coming in 3.7% below analysts’ estimates. Its non-GAAP profit of $0.56 per share was significantly above analysts’ consensus estimates.
APOG Q1 Earnings Call: Strategic Actions Offset Tariffs and Market HeadwindsArchitectural products company Apogee (
NASDAQ:APOG) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 4.5% year on year to $345.7 million. The company’s full-year revenue guidance of $1.4 billion at the midpoint came in 2% above analysts’ estimates. Its non-GAAP profit of $0.89 per share was 2.3% above analysts’ consensus estimates.
PEP Q1 Earnings Call: International Strength Offsets North America Volume Pressure; Tariffs Cloud OutlookFood and beverage company PepsiCo (
NASDAQ:PEP) reported Q1 CY2025 results topping the market’s revenue expectations, but sales fell by 1.8% year on year to $17.92 billion. Its non-GAAP profit of $1.48 per share was 1% below analysts’ consensus estimates.
ALLE Q1 Earnings Call: Margin Expansion and Pricing Actions Amid Tariff VolatilitySecurity hardware provider Allegion (
NYSE:ALLE) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 5.4% year on year to $941.9 million. Its non-GAAP profit of $1.86 per share was 11.2% above analysts’ consensus estimates.
TPH Q1 Earnings Call: Premium Brand Focus Amid Housing Market VolatilityHomebuilder Tri Pointe Homes (
NYSE:TPH) announced better-than-expected revenue in Q1 CY2025, but sales fell by 21.1% year on year to $740.9 million. Its non-GAAP profit of $0.70 per share was 42.9% above analysts’ consensus estimates.
LKQ Q1 Earnings Call: Revenue Misses Expectations Amid Tariff and Market HeadwindsAutomotive parts company LKQ (
NASDAQ:LKQ) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 6.5% year on year to $3.46 billion. Its non-GAAP profit of $0.79 per share was in line with analysts’ consensus estimates.
WST Q1 Earnings Call: Revenue Guidance Raised, Margins Impacted by Product Mix and TariffsHealthcare products company West Pharmaceutical Services (
NYSE:WST) announced better-than-expected revenue in Q1 CY2025, but sales were flat year on year at $698 million. The company’s full-year revenue guidance of $2.96 billion at the midpoint came in 1.8% above analysts’ estimates. Its non-GAAP profit of $1.45 per share was 15.3% above analysts’ consensus estimates.
MTH Q1 Earnings Call: Meritage Homes Focuses on Community Growth Amid Market VolatilityHomebuilder Meritage Homes (
NYSE:MTH) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 7.5% year on year to $1.36 billion. The company’s full-year revenue guidance of $6.75 billion at the midpoint came in 1.5% above analysts’ estimates. Its non-GAAP profit of $1.69 per share was 0.9% above analysts’ consensus estimates.
CACI Q1 Earnings Call: Software-Defined Solutions and Contract Wins Drive OutperformanceDefense, intelligence, and IT solutions provider CACI International (
NYSE:CACI) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.8% year on year to $2.17 billion. The company expects the full year’s revenue to be around $8.6 billion, close to analysts’ estimates. Its non-GAAP profit of $6.23 per share was 11.3% above analysts’ consensus estimates.
CHE Q1 Earnings Call: Acquisition-Driven Growth and Medicare Cap Strategy Shape OutlookHealthcare services company Chemed Corporation (
NYSE:CHE) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 9.8% year on year to $646.9 million. Its non-GAAP profit of $5.63 per share was 1.5% above analysts’ consensus estimates.
