Earnings Digest - 2025-04-29

Published on: Tue Apr 29 2025

AAT - Q1 2025 Earnings

• On April 29, 2025, Associated British Foods reported first-half pre-tax profit dropped 21% to £692 million.
• The Sugar business is now expected to lose up to £40 million for the year, after a £16 million loss in the first half.
• Primark’s adjusted operating profit rose 6% to £540 million, but like-for-like sales fell 2.5%; UK and Ireland sales dropped 6%.
• Group sales fell 2% year-on-year in the first half.
• An interim dividend of 20.7 pence per share will be paid on July 4, 2025, to shareholders on record as of May 30, 2025.

$ABG - Q1 2025 Earnings

• Asbury Automotive Group (ABG) reported first-quarter 2025 revenue of $4.15 billion on April 29, missing the expected $4.35 billion.
• Same-store revenue increased by 1%, despite challenges from tariffs and unusual weather.
• CEO David Hult reaffirmed expansion plans, including acquiring The Herb Chambers Automotive Group.

$ACGL - Q1 2025 Earnings

• Arch Capital Group reported Q1 2025 earnings on April 29, 2025.
• Net income was $564 million ($1.48 per share), down from $1.110 billion ($2.92 per share) last year.
• After-tax operating income fell to $587 million ($1.54 per share) from $933 million ($2.45 per share) a year ago.
• Net premiums written rose 10.5% to $4.515 billion from $4.085 billion.

$AKR - Q1 2025 Earnings

• Acadia Realty Trust reported first quarter 2025 earnings on April 29, 2025, with GAAP net earnings of $1.3 million ($0.01 per share), down from $3.0 million ($0.03 per share) last year, due to a $9.6 million non-cash charge.
• Funds From Operations (FFO) before special items were $0.34 per share, beating analyst estimates and up from $0.29 per share last year; total reported FFO was $43.4 million.
• Quarterly revenue was $104.4 million, higher than the $84.85 million expected by analysts and up from $102.64 million last year.
• Core same-property Net Operating Income (NOI) grew by 4.1%, with the Street Portfolio up 6.8%; the company reaffirmed full-year same-property NOI growth guidance of 5-6%.
• Net Debt-to-EBITDA improved to 5.7x from 6.6x a year ago, and the company raised $62 million from equity activities, with no significant core debt maturities until 2028.

$AMT - Q1 2025 Earnings

• American Tower reported Q1 2025 earnings on April 29, 2025, with total revenue up 2.0% to $2.56 billion, surpassing estimates.
• Net income fell 45.9% to $499 million, mainly due to foreign currency changes.
• Adjusted Funds from Operations (AFFO) per share rose to $2.75, beating consensus, and full-year AFFO guidance was raised to a midpoint of $10.45.
• The company invested $148 million to acquire 242 communication sites and a Denver data center, and repaid $1.4 billion in debt while issuing $1 billion in new notes.
• Liquidity was about $11.7 billion at the end of March 2025.

$AOS - Q1 2025 Earnings

• A. O. Smith announced Q1 2025 earnings on April 29, 2025, with revenue of $963.9 million (down 1.5% year-over-year) and EPS of $0.95 (down from $1.00 last year), both beating analyst estimates.
• The company declared a quarterly cash dividend of $0.34 per share, payable May 15, 2025, to shareholders of record on April 30, 2025.
• Leadership changes: Kevin Wheeler will become Executive Chairman and Stephen Shafer will become President and CEO, effective July 1, 2025.
• A. O. Smith was named a 2025 World’s Most Ethical Company by Ethisphere for the second time.

$APAM - Q1 2025 Earnings

• Artisan Partners will announce Q1 2025 financial results on April 29, 2025, at 4:30 p.m. ET.
• A conference call to discuss the results is set for April 30, 2025, at 1:00 p.m. ET with the CEO, President, and CFO.
• Preliminary assets under management (AUM) as of March 31, 2025, were $162.4 billion.
• Of the total AUM, $79.2 billion was in Artisan Funds and Artisan Global Funds, and $83.2 billion in separate accounts and other AUM.
• The stock price was $37.05 as of April 25, 2025.

$ARCC - Q1 2025 Earnings

• On April 24, 2025, Ares Capital announced Q1 2025 results and a Q2 2025 dividend of $0.48 per share, payable June 30, 2025.
• Q1 2025 GAAP net income per share was $0.36 and Core EPS was $0.50, lower than Q1 2024’s $0.76 and $0.59, respectively.
• Net investment income for Q1 2025 was $365 million ($0.54 per share), up from $325 million in Q1 2024.
• Portfolio investments grew to $27.13 billion as of March 31, 2025, up from $26.72 billion at the end of 2024.
• CEO Kipp deVeer will step down April 30, 2025, with Kort Schnabel taking over; Jim Miller becomes sole President.

$ATRC - Q1 2025 Earnings

• AtriCure announced first quarter 2025 financial results on April 29, 2025.
• Worldwide revenue reached $123.6 million, up 13.6% year-over-year.
• U.S. revenue rose 12.1% to $101.1 million; international revenue grew 20.8% to $22.5 million.
• Gross profit was $92.6 million with a 74.9% gross margin.
• Loss from operations improved to $6.0 million, compared to $10.9 million last year.

$AWI - Q1 2025 Earnings

• Armstrong World Industries will report Q1 2025 results before market open on Tuesday, April 29.
• The expected earnings per share (EPS) for Q1 2025 is $1.55, a 12.32% increase from last year.
• Armstrong’s Ultima® Templok® ceiling panels were selected for the U.S. GSA Green Proving Ground program to test energy-saving technology; results expected in 2026.
• The company has expanded through recent acquisitions, including 3form, MOZ, Turf, Arktura, and A. Zahner Company.

$AZN - Q1 2025 Earnings

• AstraZeneca reported Q1 2025 results on April 29, with total revenue up 10% to $13.6 billion and core EPS up 21% to $2.49.
• Core operating profit rose 12%, and the company kept its full-year 2025 revenue and EPS guidance unchanged.
• Five positive Phase III study results were announced, plus 13 new drug approvals in major regions.
• AstraZeneca agreed to acquire EsoBiotec for up to $1 billion and signed new partnerships with Alteogen, Tempus AI, and Pathos AI.
• The company plans to increase investment in US manufacturing and R&D at sites in Maryland and Massachusetts.

$BBIO - Q1 2025 Earnings

• On April 29, 2025, BridgeBio Pharma reported Q1 2025 financial results: $116.6 million in total revenue, including $36.7 million from Attruby, with $540.6 million in cash.
• BridgeBio expects $105 million in regulatory milestone payments in Q2 2025 for ex-U.S. BEYONTTRA approvals.
• The UK approved BEYONTTRA (acoramidis) for ATTR-CM; earlier approvals in EU and Japan; study showed 59% risk reduction in major outcomes versus placebo.
• BridgeBio priced $500 million in convertible senior notes, using about $459 million to repay a term loan.
• Thomas Trimarchi was appointed President and CFO.

$BBVA - Q1 2025 Earnings

• BBVA reported Q1 2025 earnings on April 29, 2025, with net profit rising 22.7% to €2.70 billion, beating expectations.
• Gross income climbed to €9.32 billion, ahead of forecasts, driven by higher commissions, fees, and trading activity.
• Earnings per share were 45 cents, higher than last year’s 37 cents and above analyst estimates.
• Return on tangible equity increased to 20.2%, and the common equity Tier 1 ratio rose to 13.09%, both above targets.
• BBVA is pursuing a $12 billion hostile takeover of Banco Sabadell, with a regulatory decision expected soon.

$BCH - Q1 2025 Earnings

• Bitcoin Cash (BCH) price rose 3.80% over the past 7 days, beating the global crypto market’s 3.10% increase and outperforming similar cryptocurrencies in the Coinbase 50 Index.
• Bitcoin Cash’s 24-hour trading volume reached $302.9 million, up 61.30% from the previous day.
• Banco de Chile shares increased 5.75% in the past week, outpacing the Zacks Banks - Foreign industry’s 3.96% rise.
• One earnings estimate for Banco de Chile was raised in the past two months, lifting the consensus estimate for the full year from $2.31 to $2.35.

$BHE - Q1 2025 Earnings

• Baker Hughes reported Q1 2025 results on April 22, 2025: GAAP EPS was $0.10, non-GAAP EPS was $0.52, and revenue was $632 million.
• The company kept a non-GAAP gross margin above 10% for the sixth straight quarter.
• For Q2 2025, Baker Hughes expects revenue between $615 million and $665 million, GAAP EPS of $0.31–$0.37, and non-GAAP EPS of $0.52–$0.58.
• Baker Hughes won a multi-year contract from Petrobras to supply completions systems for offshore fields in Brazil.
• The company also secured a deal with Turbine-X Energy to supply gas turbine technology for North American data centers.

$BKNG - Q1 2025 Earnings

• Booking Holdings reported Q1 2024 earnings on May 2, 2024: gross travel bookings rose 10% to $43.5 billion, and total revenues increased 17% to $4.4 billion.
• Net income jumped 192% year-over-year to $776 million; adjusted EBITDA grew 53% to about $900 million; adjusted EPS was $20.39, up 76%.
• Room nights booked rose 9% from the previous year.
• Q2 guidance: room night growth projected at 4%–6%, adjusted EBITDA expected between $2.15 billion and $2.2 billion, and gross bookings forecasted to rise 10%–12%.
• On May 13, 2024, the European Commission designated Booking Holdings as a gatekeeper under the Digital Markets Act, requiring new compliance steps by November 14.

$BP - Q1 2025 Earnings

• BP reported Q1 2025 earnings on April 29, 2025, with a $1.38 billion underlying replacement cost profit, down from $2.7 billion last year and below analyst expectations of $1.6 billion.
• Reported profit was $0.7 billion, recovering from a $2.0 billion loss in Q4 2024; total revenue fell 4.2% to $47.88 billion year-over-year.
• Dividend remains 8 cents per share (up 10% from last year), and a $750 million share buyback was announced, down from $1.75 billion in the previous quarter.
• Operating cash flow dropped to $2.83 billion from $5.01 billion last year; net debt increased to $26.97 billion from $22.99 billion.
• BP is shifting its strategy back to oil and gas, reducing clean energy investment by over $5 billion annually, and expects divestment proceeds of $3–4 billion in 2025, mainly in the second half.

$BXP - Q1 2025 Earnings

• Forrester Research renewed its lease at 60 Acorn Park Drive in Cambridge as of April 28, 2025.
• Forrester is reducing its office space from about 192,000 square feet to 118,000 square feet due to a shift to a hybrid work model.
• The property is part of Cambridge Discovery Park and is co-owned by The Bulfinch Cos. and Healthpeak Properties.

$CBU - Q1 2025 Earnings

• Barclays initiated coverage of Cullen/Frost Bankers, Inc. (CFR) with an Equal-Weight recommendation 6 days ago.

$CCB - Q1 2025 Earnings

• Coastal Financial Corporation (ticker CCB) reported Q1 2025 earnings on April 29, 2025.
• Q1 revenue was $139.5 million, below the FactSet estimate of $155.3 million.
• Adjusted Q1 EPS was $0.63, missing the FactSet estimate of $0.86.

$CHX - Q1 2025 Earnings

• ChampionX reported Q1 2025 results on April 29, 2025, with revenue of $864.5 million (below estimates) and net income of $85.8 million.
• Adjusted EBITDA was $190.9 million with a 22.1% margin; free cash flow was positive for the 12th straight quarter at $38.6 million.
• Production Chemical Technologies, Production & Automation Technologies, and Drilling Technologies revenues fell, while Reservoir Chemical Technologies grew by 23%.
• North America revenue rose 3% year-over-year, driven by the Permian basin.
• The company declared a quarterly dividend of $0.095 per share, payable April 25, 2025, to shareholders of record on April 4, 2025.

$CLVT - Q1 2025 Earnings

• In the past 7 days, Clarivate launched DRG Commercial Analytics 360 to help medtech companies and released EndNote 2025 with AI-powered research tools.
• Organic revenue grew in Q1 for the first time in over a year; recurring organic revenue rose nearly 1%.
• Recurring revenue now makes up 83% of total revenue, up 200 basis points from last year.
• Renewal rates for subscriptions improved, and adjusted EBITDA margin increased over 1% due to cost efficiencies.
• Clarivate reaffirmed its 2025 revenue guidance of $2.28–$2.4 billion and adjusted EBITDA outlook of $940 million–$1 billion.

$CSGP - Q1 2025 Earnings

• On April 29, 2025, CoStar Group reported Q1 2025 revenue of $732 million, up 12% from Q1 2024, marking its 56th consecutive quarter of double-digit growth.
• The company had a net loss of $15 million ($0.04 per share) in Q1 2025, including a $31 million impact from the Matterport acquisition; adjusted EBITDA rose 429% to $66 million.
• CoStar and LoopNet saw net new bookings rise 68% and 200% year-over-year, while Apartments.com added 4,300 properties, the most since Q1 2016.
• Homes.com expanded its sales force to 370 reps and grew consumer awareness to 36% in Q1 2025 (up from 4% before Feb 2024 launch); member agents won 61% more listings than non-members.
• On April 7, 2025, CoStar announced three new independent directors, a new board chair, a Capital Allocation Committee, and that it won a trade secrets lawsuit against Realtor.com.

$CVLT - Q4 2025 Earnings

• Commvault will report its Q4 FY2025 earnings on April 29, 2025, before market open; consensus EPS forecast is $0.42.
• The company expanded its partnership with CrowdStrike and introduced a “Factory Reset” feature to speed up cleanroom infrastructure recovery after cyber incidents.
• Commvault achieved GovRAMP Authorization at a High Impact Level for its cloud platform, making it the only cyber resilience vendor with GovRAMP High, FedRAMP High, and FIPS 140-3 validation.
• Commvault won the “Outstanding Cyber Resilience” Global InfoSec Award for 2025.

$CWK - Q1 2025 Earnings

• Cushman & Wakefield (CWK) reported Q1 2025 earnings on April 29, 2025, with revenue up 5% to $2.3 billion (6% increase in local currency) compared to Q1 2024.
• Net income improved to $1.9 million from a net loss of $28.8 million last year; adjusted EBITDA rose 23% to $96.2 million.
• Leasing revenue grew 8% and capital markets revenue rose 11%, driven by strong Americas performance.
• Services revenue fell 1% due to a business sale, but would have increased 3% excluding the sale; total revenue excluding the sale was up 7%.
• Liquidity as of March 31, 2025, was $1.7 billion, with $1.1 billion available on a credit facility and $0.6 billion in cash.

$CZR - Q1 2025 Earnings

• On April 28, 2025, Caesars expanded its WSOP Online platform, allowing poker players in Pennsylvania, Nevada, New Jersey, and Michigan to compete together for the first time across four U.S. states.
• On April 23, 2025, Caesars launched a new NBA-themed online slot game, “NBA Triple Double Power Combo,” for the NBA Playoffs.
• Also on April 23, 2025, “Wheel of Fortune LIVE!” announced a U.S. tour with an extended show at Paris Las Vegas starting July 11, 2025.

$DB - Q1 2025 Earnings

• Deutsche Bank reported Q1 2025 earnings on April 29, 2025, with net profit rising 39% to €1.78 billion and net revenues up 10% to €8.52 billion.
• All business segments saw profit growth: Investment Bank up 22%, Private Bank up 43%, Corporate Bank up 3%, and Asset Management up 67%.
• Fixed-income and currency trading revenue increased 17%, but origination and advisory revenue dropped 8%, and there was a €90 million writedown in leveraged finance.
• The bank maintains its 2025 revenue outlook at about €32 billion and proposed a 50% higher cash dividend of €0.68 per share for 2024, with €2.1 billion in total capital distributions planned for 2025.
• Key metrics improved: RoTE rose to 11.9% (target >10%) and cost-to-income ratio improved to 61.2% (target <65%).

$DEA - Q1 2025 Earnings

• Deutsche EuroShop AG announced audited 2024 results on March 28, 2025, slightly above full-year forecasts.
• Revenue fell 0.7% like-for-like to €271.4 million, but net operating income rose 1.8% to €163.1 million.
• Occupancy rate increased by 2.4 percentage points to 95.4% after major investments and new shop openings.
• Footfall in shopping centers grew by 0.6%, and tenant retail turnover rose by 2.5%.
• A dividend of €1.00 per share was proposed; valuation loss was reduced.

$EAT - Q3 2025 Earnings

• Brinker International reported third quarter fiscal 2025 results on April 29, 2025, with sales rising to $1,413.0 million, up from $1,108.9 million last year.
• Comparable restaurant sales increased by 28.2% overall; Chili’s sales rose 31.6% with traffic up 20.9%, while Maggiano’s sales increased 0.4%.
• Net income grew to $119.1 million from $48.7 million a year ago; diluted earnings per share from continuing operations increased to $2.56 from $1.08.
• The company repaid $125.0 million in funded debt and updated its fiscal 2025 revenue guidance to $5.33–$5.35 billion.
• Timothy (TJ) Johnson was appointed to the Board of Directors; Maggiano’s launched a new premium menu, and Chili’s introduced the “Big QP Burger” and a new margarita campaign.

$ECL - Q1 2025 Earnings

• Ecolab announced a 5% trade surcharge on all U.S. solutions and services, effective May 1, 2025.
• The surcharge aims to offset higher raw material costs from recent changes in international trade policies.

$EIX - Q1 2025 Earnings

• Edison International reported first-quarter 2025 results on April 29, 2025, with net income of $1,436 million ($3.73 per share), up from a net loss of $11 million ($0.03 per share) last year.
• Core earnings for the quarter were $528 million ($1.37 per share), compared to $438 million ($1.13 per share) in Q1 2024.
• Revenue fell to $3.811 billion from $4.078 billion in the prior year period.
• The company reaffirmed 2025 core EPS guidance of $5.94 to $6.34 and expects 5-7% core EPS growth through 2028.
• Southern California Edison declared quarterly dividends for several preference stock series, payable June 15, 2025.

$ENIC - Q1 2025 Earnings

• On February 13, 2025, reports said private Qatari investors are looking at a phased buyout of Tottenham Hotspur, which could make ENIC lower its club valuation.
• Tottenham sources say there are no current takeover talks.
• Previous estimates valued Tottenham at up to £4.5 billion; recent reports suggest around £3.75 billion.
• In January 2025, ENIC increased its stake in Tottenham by 0.33% through an £11.7 million share allotment, bringing its ownership to 86.91%.

$ENSG - Q1 2025 Earnings

• Ensign Group reported Q1 2025 financial results on April 29, 2025, with revenue of $1.17 billion, matching market expectations.
• The company set operational records, including same-store occupancy rising to 82.6% and transitioning occupancy to 83.5%.
• Skilled daily census grew by 7.6% for same-store and 9.9% for transitioning operations compared to last year; managed care census also increased.
• Ensign added 19 new operations during and since the quarter, bringing its total to 343 healthcare operations across 17 states.
• The company paid a quarterly dividend of $0.0625 per share, completed a $20 million share repurchase, and raised its full-year 2025 earnings and revenue guidance.

$ENVA - Q1 2025 Earnings

• Enova International reported Q1 2025 earnings on April 29, 2025, after market close.
• Total revenue was $746 million, up 22% from last year and above market expectations.
• Diluted earnings per share rose 64% to $2.69; adjusted EPS increased 56% to $2.98.
• Originations grew 26% to $1.7 billion, and total loans and receivables reached a record $4.1 billion, up 20%.
• Credit performance remained stable with a net charge-off ratio of 8.6% and a 30+ day delinquency ratio of 7.7%; Enova repurchased $63 million of its own stock.

$EPD - Q1 2025 Earnings

• On April 29, 2025, Enterprise Products Partners reported Q1 2025 net income of $1.4 billion ($0.64 per unit), down from $1.5 billion ($0.66 per unit) in Q1 2024.
• Distributable cash flow for Q1 2025 rose 5% to $2.0 billion, covering the quarterly distribution 1.7 times.
• The company declared a Q1 2025 distribution of $0.535 per unit, up 3.9% from last year, to be paid on May 14, 2025.
• Record natural gas processing volumes reached 7.7 billion cubic feet per day; pipeline volumes were 20.3 trillion Btus per day.
• Capital investments totaled $1.1 billion in Q1 2025; the company repurchased 1.8 million units for $60 million.

$EQH - Q1 2025 Earnings

• Equitable Holdings announced Q1 2025 financial results on April 29, 2025, reporting Non-GAAP operating earnings per share of $1.30 ($1.35 adjusted), and net income of $63 million, down from $92 million a year ago.
• Non-GAAP operating earnings for Q1 2025 were $421 million ($434 million adjusted), compared to $477 million in Q1 2024.
• The company achieved strong organic growth with $1.6 billion net inflows in Retirement, $2.0 billion advisory net inflows in Wealth Management, and $2.7 billion total active net inflows at AllianceBernstein; total AUM/A reached $1 trillion as of March 31, 2025.
• Equitable accepted 279,002 Series B Depositary Shares in a tender offer that expired April 9, 2025, at $1,000 per share plus dividends, totaling about $283 million (62.79% of outstanding shares).
• On April 3, 2025, Equitable finalized its cash tender offer for AllianceBernstein units, accepting 19,682,946 units for roughly $757.8 million, raising its economic interest in AllianceBernstein L.P. to about 68.6%.

$EQR - Q1 2025 Earnings

• Equity Residential reported Q1 2025 earnings on April 29, 2025, with EPS of $0.67, beating estimates by $0.41.
• Revenue was $760.81 million, which missed the consensus estimate of $768.11 million.
• The company expects full-year 2025 FFO between $3.90 and $4.00, and Q2 Normalized FFO between $0.96 and $1.00.
• Investor Day is scheduled for February 25, 2025, to discuss company strategy and operations.

$ESRT - Q1 2025 Earnings

• Hecker Fink LLP signed a full-floor, 26,782 square foot expansion lease at the Empire State Building.
• This expands Hecker Fink’s total office space at the building to 53,779 square feet across two floors.

$ESS - Q1 2025 Earnings

• On April 29, 2025, Essex Property Trust reported Q1 2025 net income per diluted share of $3.16, down 25.6% from last year due to prior-year gains.
• Core Funds from Operations (FFO) per diluted share rose 3.7% to $3.97, beating guidance by $0.05.
• Same-property revenue increased by 3.4% and net operating income (NOI) rose 3.3% year-over-year.
• Essex acquired three apartment communities in Northern California for $345.4 million and sold one property in Southern California for $127.0 million; these moves are neutral to 2025 Core FFO forecast.
• The company reaffirmed its full-year guidance, has $1.4 billion in liquidity, issued $400 million in senior notes, and raised its annual dividend by 4.9% to $10.28 per share.

$ETR - Q1 2025 Earnings

• Entergy reported first quarter 2025 earnings on April 29, 2025, with earnings per share of 82 cents, up from 18 cents as-reported and 54 cents adjusted in Q1 2024.
• Consolidated earnings were $361 million, up from $75 million last year; Utility business earnings were $490 million, up from $195 million as-reported in Q1 2024.
• Key earnings drivers included higher retail sales (especially industrial sales up 9.3%), favorable weather, regulatory actions, and lower maintenance costs.
• Entergy Texas got approval to add $137 million in transmission investments to rates; Entergy reaffirmed its 2025 adjusted EPS guidance of $3.75 to $3.95.
• Entergy completed a $1.5 billion stock offering, launched a $100,000 HBCU scholarship program, supported the 2025 Jazz & Heritage Festival with a new electric connection, and restored power after severe weather in Arkansas.

$EXLS - Q1 2025 Earnings

• EXL reported Q1 2025 earnings on April 29, 2025, with revenue of $501.0 million, up 14.8% year-over-year and 4.1% from Q4 2024.
• GAAP diluted EPS was $0.40, a 38.3% increase from Q1 2024; adjusted diluted EPS reached $0.48, up 26.9% from last year.
• EXL raised its full-year 2025 revenue guidance to $2.035–$2.065 billion, expecting 11%–12% year-over-year growth.
• The company won 10 new clients in Q1 2025.

$EXR - Q1 2025 Earnings

• Extra Space Storage reported Q1 2025 earnings on April 29, 2025, with net income of $1.28 per share, up 26.7% from last year.
• Core FFO was $2.00 per diluted share, a 2.0% increase year-over-year.
• Same-store revenue rose 0.3%, but same-store net operating income fell 1.2%.
• Same-store occupancy was 93.4% as of March 31, 2025, up from 92.4% a year ago.
• The company acquired 12 stores for $153.8 million and now manages 2,114 stores; paid a quarterly dividend of $1.62 per share.

$FCF - Q1 2025 Earnings

• First Commonwealth Financial reported Q1 2025 earnings on April 29, 2025, with net income of $32.7 million ($0.32 per share), down from the previous quarter and last year.
• Loan growth was 4.4% annualized, led by a $121.4 million increase in commercial loans; deposits grew 7.7% annualized, with savings deposits up $214.8 million.
• Net interest margin improved to 3.62%, up 8 basis points from last quarter.
• The quarterly dividend increased by 3.9% to $0.135 per share, payable May 23, 2025.
• The company received final approvals for its acquisition of CenterGroup Financial, expected to close April 30, 2025.

$FELE - Q1 2025 Earnings

• Franklin Electric (FELE) reported Q1 results on April 29, 2025: adjusted EPS was $0.67, below the expected $0.73; revenue was $455.2 million, down 1.2% year-over-year and missing estimates.
• Operating income was $44.1 million with a 9.7% margin, both lower than last year.
• Distribution net sales fell 3%, Energy Systems net sales rose 8%, and Water Systems sales increased less than 1%.
• Net cash flow from operating activities was negative $19.5 million, worse than last year due to higher investments.
• The company updated 2025 GAAP EPS guidance to $3.95–$4.25 and kept sales outlook at $2.09–$2.15 billion.

$FIBK - Q1 2025 Earnings

• First Interstate BancSystem reported Q1 2025 results on April 29, 2025, with net income of $50.2 million ($0.49 per share), down from last quarter and below analyst expectations of $0.56 per share.
• The company declared a dividend of $0.47 per share, payable on May 22, 2025.
• Criticized loans increased to $1,026.1 million due to commercial real estate downgrades, up from $773.3 million last quarter.
• Total deposits fell by $282.8 million from the previous quarter and by $77.2 million from a year ago.
• Other borrowed funds dropped by $607.5 million (38.8%) to $960 million compared to the previous quarter.

$FICO - Q2 2025 Earnings

• FICO will report its Q2 fiscal 2025 earnings on April 29, 2025, after market close, and hold a conference call at 5:00 p.m. ET.
• On April 23, 2025, iA Financial Group expanded its insurance underwriting with the FICO Platform, aiming for 80% automation.
• Also on April 23, 2025, FICO partnered with dacadoo to integrate AI-powered precision into life insurance risk assessment.
• On April 22, 2025, Lloyds Banking Group started using the FICO Platform to approve more customers.

$FLS - Q1 2025 Earnings

• Flowserve reported Q1 2025 results on April 29, 2025.
• Revenue was $1.14 billion, up 5.2% from last year.
• Adjusted EPS was $0.72, beating estimates of $0.60.
• Bookings reached $1.2 billion, with record aftermarket bookings of nearly $690 million.
• Operating margin rose to 11.5% from 10.4% last year.

$FOUR - Q1 2025 Earnings

No news

$FRSH - Q1 2025 Earnings

• Freshworks announced Q1 2025 financial results on April 29, 2025: revenue was $196.3 million, up 19% from Q1 2024.
• GAAP loss from operations improved to $(10.4) million from $(32.2) million last year; Non-GAAP income from operations rose to $46.4 million from $21.8 million.
• Q2 2025 revenue is expected between $197.3 million and $200.3 million (13%–15% growth); full year 2025 revenue expected between $815.3 million and $824.3 million (13%–14% growth).
• Customers with over $5,000 in ARR grew 13% to 23,275; net dollar retention rate was 105%.
• Ended Q1 with $1.0 billion in cash; AI initiatives saw Freddy Copilot reach 2,200+ customers with a 50% attach rate on new large deals.

$FSLR - Q1 2025 Earnings

• First Solar reported Q1 2025 earnings on April 29, 2025, with net sales of $0.8 billion and earnings per share of $1.95, both missing analyst estimates.
• The company lowered its full-year 2025 guidance, now expecting EPS of $12.50–$17.50 (previously $17.00–$20.00) and revenue of $4.5–$5.5 billion (previously $5.3–$5.8 billion), due to new U.S. tariffs on Southeast Asian solar panels.
• As of March 31, 2025, First Solar had a gross cash balance of $0.9 billion and a net cash balance of $0.4 billion, down from $1.2 billion at the end of 2024.
• Year-to-date net bookings reached 0.7 GW, with a sales backlog of 66.3 GW.
• The company is expanding domestic manufacturing with new facilities in Alabama and Louisiana, positioning itself to benefit from recent tariffs targeting Chinese-linked solar imports.

$FYBR - Q1 2025 Earnings

• Frontier Communications reported first-quarter 2025 results on April 29, 2025.
• Fiber broadband revenue rose 24% year-over-year, supported by a 19% increase in fiber broadband customers.
• Average revenue per user for consumer fiber broadband increased 4.7% to $68.21.
• The fiber network now reaches over 8 million locations, moving toward a 10 million goal.
• Total revenue grew 3.4% to $1.51 billion; adjusted EBITDA rose 6.6% to $583 million.
• The company had a net loss of $64 million for the quarter.
• Frontier is preparing for a planned acquisition by Verizon, expected to close by Q1 2026, pending approvals.

$GIL - Q1 2025 Earnings

• Gildan Activewear reported Q1 2025 results on April 29, 2025, with net sales of $712 million, up 2.3% from last year.
• Activewear sales grew 9% to $647 million, driven by higher volumes and more fleece and ring spun products in North America.
• Gross profit rose to $222 million (31.2% of sales), up from 30.3% last year, due to lower raw material costs.
• Adjusted earnings per share were 59 cents, slightly above the analyst expectation of 57 cents.
• Gildan repurchased 1.2 million shares, returning $62 million to shareholders, and maintained its full-year 2025 guidance.

$GLW - Q1 2025 Earnings

• On June 3, 2024, Corning launched Corning® Gorilla® Glass 7i, designed to improve durability for mid-range and budget mobile devices.
• On May 30, 2024, Corning opened a new Digital & IT Center in Pune, India, to support its materials science innovations.

$GM - Q1 2025 Earnings

• General Motors reported first-quarter earnings on April 29, 2025, with adjusted EPS of $2.78 and revenue of $44.02 billion, both beating analyst expectations.
• Revenue grew by 2.3% compared to the same period last year.
• GM postponed its full-year guidance update and earnings call due to possible changes in U.S. auto tariffs.
• The company plans to hire temporary workers at its Fort Wayne, Indiana plant to increase production of Chevrolet Silverado and GMC Sierra trucks after new U.S. tariffs on imported vehicles.

$HEES - Q1 2025 Earnings

• H&E Equipment Services reported Q1 2025 earnings on April 29, 2025, showing a net loss of $6.2 million, down from a $25.9 million profit in Q1 2024.
• Total revenues fell 14% year-over-year to $319.5 million; equipment rental revenues dropped 7.2% to $274.0 million.
• Adjusted EBITDA decreased 18.9% to $131.2 million, with gross profit down 25% to $123.6 million and gross margin falling to 38.7%.
• Herc Holdings extended its tender offer to acquire H&E Equipment Services to April 29, 2025, offering $78.75 in cash and 0.1287 Herc shares per H&E share.
• H&E opened four new branches in Q1 and one in Q2 2025 and expects the Herc merger to close mid-2025.

$HI - Q2 2025 Earnings

• Hudson Technologies will announce first quarter 2025 earnings on May 7, 2025, after market close.
• Analysts expect earnings per share (EPS) of $0.01 for the quarter, down from $0.20 last year.
• The company has maintained a “high” Earnings Quality Ranking for 36 weeks.
• The full-year 2025 EPS forecast remains unchanged at $0.32.

$HIW - Q1 2025 Earnings

• Highwoods Properties announced Q1 2025 results on April 29, 2025, reporting FFO of $91.7 million ($0.83 per share), beating the estimate of $0.82 per share.
• Net income for the quarter was $97.4 million ($0.91 per share).
• Revenue was $200.4 million, slightly below the expected $204.3 million.
• The company expects full-year 2025 FFO between $3.31 and $3.47 per share.
• Quarterly dividends were declared on April 23, 2025.

$HLMN - Q1 2025 Earnings

• Hillman Solutions announced Q1 2025 earnings on April 29, 2025, with net sales of $359.3 million, up 2.6% from last year.
• Net loss for the quarter was $(0.3) million, an improvement from $(1.5) million a year ago; adjusted diluted EPS stayed at $0.10.
• Adjusted EBITDA increased to $54.5 million from $52.3 million in Q1 2024.
• Net cash used in operations was $(0.7) million, compared to $11.7 million generated last year; free cash flow was $(21.3) million, worse than $(6.1) million last year.
• Gross debt rose to $740.0 million from $718.6 million at the end of 2024; liquidity totaled $200.9 million.

$HLT - Q1 2025 Earnings

• Hilton reported Q2 2024 earnings on August 7, with net income of $422 million, up from $413 million last year.
• Adjusted EBITDA for the quarter was $917 million; diluted EPS was $1.67 and adjusted diluted EPS was $1.91.
• System-wide comparable RevPAR rose 3.5% from Q2 2023 on a currency-neutral basis.
• Hilton approved 62,700 new rooms for development, reaching a record pipeline of 508,300 rooms as of June 30, 2024, a 15% increase year over year.
• The company repurchased 3.5 million shares and returned $761 million to shareholders in Q2, with total capital return reaching $1.77 billion year to date.

$HON - Q1 2025 Earnings

• Honeywell reported first-quarter 2025 results on April 29, 2025, with sales of $9.8 billion (up 8% year-over-year) and organic sales growth of 4%.
• Earnings per share for the quarter were $2.22; adjusted earnings per share rose 7% to $2.51.
• Operating income increased 6%, and segment profit rose 8% to $2.3 billion.
• Honeywell announced a plan to separate its Automation and Aerospace Technologies businesses, creating three public companies; the split is expected by late 2026.
• The company began a $15 million project with Near Earth Autonomy and the U.S. Army to retrofit Black Hawk helicopters for autonomous operations.

$HSBC - Q1 2025 Earnings

• HSBC reported first-quarter earnings on April 29, 2025, with pre-tax profit down 25% to $9.48 billion and revenue down 15% to $17.65 billion.
• Diluted earnings per share fell 28% to $0.39, and the quarterly dividend was cut by 68% to $0.10 per share.
• HSBC announced a new share buyback program of up to $3.00 billion, starting after the May 2 annual general meeting.
• Excluding notable items, constant currency profit before tax rose by $1.0 billion to $9.8 billion, driven by strong Wealth, FX, and Markets performance.
• HSBC’s total assets grew 1.8% year-on-year to $3.054 trillion, and wealth balances increased 7% to $1.9 trillion.

$HURN - Q1 2025 Earnings

• Huron (HURN) reported Q1 2025 financial results on April 29, 2025: adjusted earnings per share were $1.68, beating the $1.16 estimate, and revenue was $395.7 million, up 11.2% year-over-year.
• Net income rose 36.3% to $24.5 million; diluted earnings per share grew 40% to $1.33 from $0.95 last year.
• Healthcare was the largest segment, making up 50% of revenue; strong demand was seen in Healthcare and Education, plus growth in Digital and Commercial services.
• Results included $11.9 million in extra revenue from the December 2024 AXIA Consulting acquisition.
• Huron reaffirmed its 2025 guidance, expecting revenue of $1.58–$1.66 billion and adjusted EPS of $6.80–$7.60.

$INCY - Q1 2025 Earnings

• Incyte reported Q1 2025 financial results on April 29, 2025: total revenues were $1,053 million, up 20% year-over-year; total product revenues were $922 million, up 26%.
• Jakafi net product revenues reached $709 million, a 24% increase from Q1 2024; full-year 2025 Jakafi guidance was raised to $2,950–$3,000 million.
• Opzelura cream net product revenues were $119 million, up 38% year-over-year, driven by higher demand in the U.S. and increased sales in Europe.
• Niktimvo generated $14 million in its first two months on the U.S. market.
• New clinical trial data showed positive results for povorcitinib in two conditions (hidradenitis suppurativa and chronic spontaneous urticaria); Incyte plans to advance several oncology programs and present new data at major upcoming conferences.

$JBGS - Q1 2025 Earnings

• JBG SMITH reported Q1 2025 results on April 29, 2025, posting a net loss of $45.7 million ($0.56 per share), higher than last year’s $32.3 million loss ($0.36 per share).
• Core FFO dropped to $7.2 million ($0.09 per share) from $26.9 million ($0.29 per share) year-over-year.
• The company sold a multifamily property (8001 Woodmont) for $194 million and repurchased 12.2 million shares for $187.5 million.
• Multifamily portfolio was 93.0% leased, commercial portfolio 78.3% leased as of March 31, 2025.
• On April 24, 2025, JBG SMITH declared a $0.175 quarterly dividend and completed construction on The Zoe, a new 420-unit apartment building in National Landing.

$JBLU - Q1 2025 Earnings

• JetBlue reported Q1 2025 financial results on April 29, 2025, with a GAAP net loss of $208 million ($0.59 per share) and revenue of $2.1 billion, down 3.1% from last year.
• System capacity dropped 4.3% year-over-year in Q1 2025.
• Operating expenses fell 21% year-over-year, but only decreased 2.2% when excluding 2024 special items.
• JetBlue is in talks with multiple domestic airlines for potential partnerships, with an announcement expected this quarter.
• JetBlue canceled its planned Boston-Halifax route due to low demand; affected passengers will get full refunds.

$KAI - Q1 2025 Earnings

• Kadant Inc. (KAI) announced Q1 2025 earnings on April 29, 2025: revenue was $239.2 million, down 4% from last year; net income fell 3% to $24.1 million; and adjusted EPS dropped 12% to $2.10.
• Gross margin improved to 46.1% from 44.6% last year, while free cash flow rose 15% to $19.0 million and bookings increased 3% to $256 million.
• Kadant lowered its 2025 revenue forecast to $1.02-$1.04 billion (down from $1.04-$1.07 billion) and expects $5-$6 million in extra tariff costs, reducing EPS by $0.32-$0.39.
• Korea Aerospace Industries (KAI) advanced its AI-based autonomous pilot system, partnered with Shield AI to test new software, and invested $4.2 million in GenGenAI for synthetic military data.
• KAI is developing a single-seat FA-50, researching an unmanned FA-50 combat system, seeking new export deals in the Middle East, and secured up to $703 million in financial support from KB Kookmin Bank.

$KHC - Q1 2025 Earnings

• Kraft Heinz reported Q1 2025 earnings on April 29, 2025, with net sales down 6.4% and organic net sales down 4.7%.
• Gross profit margin fell to 34.4%, and operating income dropped 8.1%; diluted EPS was $0.59, down 10.6%.
• Kraft Heinz lowered its full-year sales and earnings guidance due to weaker U.S. consumer spending and tariffs; now expects adjusted revenue to decline by 3.5% and operating income to decrease by up to 10%.
• North American revenue fell 7% to $4.5 billion for the quarter.
• The company is considering changing suppliers and reformulating products to address tariff impacts, and has already built up inventory to help manage costs.

$KNSA - Q1 2025 Earnings

• Kiniksa reported Q1 2025 earnings on April 29, 2025, with ARCALYST net product revenue at $137.8 million, up 75% year-over-year.
• The company raised its 2025 ARCALYST revenue guidance to $590–$605 million, from previous guidance of $560–$580 million.
• Net income for Q1 2025 was $8.5 million, compared to a net loss of $17.7 million last year.
• The Phase 2/3 trial for KPL-387 in recurrent pericarditis will start mid-2025, with Phase 2 data expected in the second half of 2026.
• Operating expenses rose 29% year-over-year, mainly due to higher costs tied to ARCALYST growth and commercialization.

$KO - Q1 2025 Earnings

• Coca-Cola Consolidated reported Q1 2024 earnings on May 6, 2024: net sales rose 3.1% to $1.8 billion, and net income increased to $115.6 million from $92.1 million last year.
• Gross profit grew 5.5% to $698 million, with gross margin up 90 basis points to 39.5%.
• Income from operations climbed 5% to $227.1 million; sparkling beverage sales increased 5.8%, but physical case volume fell 2.1%.
• Announced a proposed 10-for-1 stock split, pending shareholder approval on May 13, 2025; if approved, split to occur in late May 2025.

$KRG - Q1 2025 Earnings

• Kite Realty Group reported Q1 2025 results on April 29, 2025: net income was $23.7 million ($0.11 per diluted share), up from $14.2 million ($0.06 per share) last year.
• NAREIT FFO was $122.8 million ($0.55 per share) and Core FFO was $118.1 million ($0.53 per share); Same Property NOI rose 3.1%.
• The company executed 182 new and renewal leases (about 844,000 sq. ft.), with blended cash leasing spreads at 13.7%.
• Kite Realty entered a joint venture with GIC and acquired Legacy West in Dallas for $785 million ($408 million at KRG’s share), assuming a $304 million mortgage at a 3.8% rate.
• 2025 NAREIT FFO guidance was raised to $2.04–$2.10 per share; quarterly dividend increased 8% to $0.27 per share.

$LC - Q1 2025 Earnings

• LendingClub reported Q1 2025 earnings on April 29, 2025, with adjusted EPS of $0.10 (below the $0.11 expected) and revenue of $217.7 million (above the $213.46 million expected).
• Loan originations reached $2.0 billion, up 21% from last year, and lifetime originations surpassed $100 billion.
• Deposits grew 18% year-over-year to $8.9 billion, with 87% FDIC-insured; total assets rose 13% to $10.5 billion.
• Consumer net charge-off rate improved to 4.7%, down from 8.1% last year.
• LendingClub acquired intellectual property and select talent from Cushion, an AI-powered spending platform, and closed its first rated Structured Certificates transaction for $100 million.

$LFUS - Q1 2025 Earnings

• On April 29, 2025, Littelfuse reported Q1 net sales of $554 million, up 3.5% from last year and above analyst expectations.
• Adjusted diluted EPS was $2.19, a 24% increase and higher than estimates; GAAP EPS was $1.75, slightly below the $1.80 estimate.
• Free cash flow rose 3% to $43 million, with a 98% cash conversion rate.
• The company returned $45 million to shareholders through dividends and share buybacks.
• Sales grew 5.5% in the Electronics segment and 15.3% in the Industrial segment; operating margin improved to 12.7% from 10.3%.
• Littelfuse expects Q2 sales between $565 million and $595 million, compared to a $580.2 million estimate.

$LGIH - Q1 2025 Earnings

• LGI Homes reported Q1 2025 financial results on April 29, 2025, with 996 homes closed and $351.4 million in home sales revenue.
• Average sales price per home in Q1 was $352,831; a one-time expense of $8.6 million was included for a forward commitment incentive program.
• Full-year 2025 guidance maintained: expected to close 6,200–7,000 homes in 160–170 communities, with an average sales price per home of $360,000–$370,000.
• Gross margin outlook for 2025 was lowered to 21.7%–23.2% due to tariffs and supplier price increases; adjusted gross margin expected at 24.0%–25.5%.
• New sections opened at Hollywood Springs in Las Vegas (April 28, 2025) and Second Creek Farm in Commerce City, CO (April 25, 2025).

$LH - Q1 2025 Earnings

• Labcorp announced Q1 2025 results on April 29, 2025: revenue was $3.35 billion (up from $3.18 billion last year), but missed estimates by 2.04%.
• Adjusted EPS was $3.84 (up from $3.68 last year), beating estimates by 2.95%; diluted EPS fell to $2.52 from $2.69.
• The company reaffirmed its full-year revenue and free cash flow guidance, and raised the midpoint of its adjusted EPS guidance to $15.70–$16.40.
• Labcorp completed or announced several transactions to expand testing, including a deal with Inspira Health and plans to acquire BioReference Health’s oncology assets.
• On April 10, 2025, Labcorp declared a quarterly dividend of $0.72 per share, payable June 11, 2025.

$LOGI - Q4 2025 Earnings

• On June 18, 2024, Logitech launched Keys-To-Go 2, a portable wireless keyboard for tablets, mobile devices, and laptops.
• The keyboard features a built-in protective cover, multi-OS compatibility, and uses recycled materials: 36% recycled plastic in Pale Grey and Graphite, 33% in Lilac.
• Keys-To-Go 2 will be available globally in June 2024 for $79.99.
• R-LOGITECH S.A.M. reached an agreement in principle with noteholders on an overall transactional framework, and its subsidiary sold shares in Thaumas N.V. on June 24, 2024, to repay debt.

$LRN - Q3 2025 Earnings

• Stride, Inc. reported Q3 earnings on April 29, 2025: net income was $99.3 million ($2.02 per share), below the $2.09 per share estimate.
• Quarterly revenue was $613.4 million, beating forecasts and rising 17.8% from last year.
• Net income grew 42.6% year-over-year; adjusted EBITDA rose 39.6% to $168.3 million.
• Average enrollments increased 21.1% to 240,200, with Career Learning enrollments up 33.7%.
• Stride forecasts full-year 2025 revenue of $2.37–$2.38 billion and projects adjusted operating income of $455–$465 million.

$MDLZ - Q1 2025 Earnings

• Mondelez International reported Q1 2025 earnings on April 29, 2025, with a 3.1% increase in organic net revenue but an 18.3% drop in adjusted EPS to $0.74 due to operating declines and higher expenses.
• The company returned $2.1 billion to shareholders in Q1 2025 through dividends and share buybacks.
• Mondelez reaffirmed its 2025 outlook, expecting about 5% organic net revenue growth and a roughly 10% decline in adjusted EPS, with free cash flow projected above $3 billion.
• Mondelez invested about 65 million Swiss Francs in its Toblerone facility in Switzerland to add a new production line by autumn 2025.
• The company released its 2024 Snacking Made Right Report, showing sustainability progress like 91% cocoa coverage in the Cocoa Life program, a 12% drop in emissions since 2018, and 96% recyclable packaging.

$MIR - Q1 2025 Earnings

• Mirion Technologies reported Q1 2025 results on April 29, 2025, with revenues of $202.0 million, up 4.9% from Q1 2024.
• GAAP net income was $0.4 million, a turnaround from a $26.5 million net loss last year; adjusted EBITDA rose 18% to $46.7 million.
• GAAP earnings per share were $0.00, compared to a net loss per share of $0.13 in Q1 2024; adjusted EPS increased to $0.10 from $0.06.
• 2025 guidance for organic revenue growth, adjusted EBITDA, adjusted EPS, and adjusted free cash flow was reaffirmed, but total revenue growth is now expected to be 5.0%–7.0% due to tariff and currency impacts.
• The company saw higher order entries from the nuclear power market and launched the IC3™ Portable Ion Chamber Survey Meter for radiation measurement.

$MO - Q1 2025 Earnings

• On April 29, 2025, Altria Group (MO) will report quarterly earnings; the expected EPS is $1.17, up 1.74% from last year.
• For fiscal year 2025, Altria reaffirmed its adjusted EPS guidance of $5.22 to $5.37, a 2% to 5% increase from 2024.
• In Q1 2025, Altria reported EPS of $1.23 (beating the $1.19 forecast) and revenue of $5.26 billion, exceeding expectations by over $600 million.
• The Smokable Products segment margin rose to 64.4%, while smoke-free products like NJOY and on! showed volume and share growth; NJOY shipments grew over 15% in Q4 2024.
• Altria returned more than $10.2 billion to shareholders in 2024 and raised its quarterly dividend by 4.1% to $1.02 per share.

$MSA - Q1 2025 Earnings

• On April 29, 2025, MSA Safety reported Q1 net sales of $421 million, up 2% (GAAP) and 4% (organic) from last year.
• GAAP net income rose 3% to $60 million ($1.51 per diluted share); adjusted EPS increased 4% to $1.68, beating estimates.
• Detection segment sales grew 16%; International segment sales rose 9%, but Fire Service products sales fell 8% and Americas sales declined 1%.
• Free cash flow jumped 29% to $51 million; $30 million was returned to shareholders through dividends and share repurchases.
• MSA secured a $1.3 billion Revolving Credit Facility and kept its low-single-digit 2025 sales growth outlook, while noting higher macroeconomic risks.

$NEO - Q1 2025 Earnings

• NEO Battery Materials Ltd. (NBM.V) appointed Kenneth Hoffman, a battery materials expert, to its Board of Directors on April 25, 2025.

$NGD - Q1 2025 Earnings

• On April 29, 2025, New Gold reported Q1 2025 results: 52,186 ounces of gold and 13.6 million pounds of copper produced, with revenue of $209.1 million (above estimates).
• Q1 all-in sustaining gold costs were $1,727 per ounce, with New Afton mine costs at ($687) and Rainy River at $2,758 per ounce.
• Q1 operating cash flow was $108 million; free cash flow was $25 million; adjusted EPS was US$0.02.
• On April 7, 2025, New Gold agreed to buy the remaining 19.9% free cash flow interest in New Afton Mine for $300 million, giving it full ownership.
• The acquisition will be funded with cash, credit, and a $100 million gold prepayment (deliveries from July 2025 to June 2026 at $3,157/oz).

$NMIH - Q1 2025 Earnings

• NMI Holdings reported Q1 2025 earnings on April 29, 2025, with net income of $102.6 million ($1.28 per diluted share), up from $86.2 million ($1.07 per share) last quarter and $89.0 million ($1.08 per share) a year ago.
• Total revenue for Q1 2025 was $173.2 million, rising from $166.5 million in Q4 2024 and $156.3 million in Q1 2024.
• Primary insurance-in-force grew to $211.3 billion, compared to $210.2 billion last quarter and $199.4 billion a year ago.
• Book value per share (excluding investment portfolio effects) increased to $30.85, up 4% from last quarter and 17% from last year.
• Claims expense dropped to $4.5 million from $17.3 million in Q4 2024, and the default rate stayed at 1%.

$NOG - Q1 2025 Earnings

• On April 23, 2025, Northern Oil and Gas (NOG) declared a Q1 2025 dividend of $0.45 per share, a 12.5% increase year-over-year and 7% higher than last quarter, payable April 30, 2025.
• Analysts expect NOG’s Q1 2025 EPS to be $1.12, a 12.5% decrease from $1.28 last year; full-year 2025 EPS forecast fell from $4.51 to $4.45 in the past week.
• NOG reported Q1 estimated unrealized gains of $9.0–$10.0 million on derivatives, and realized hedge gains of $11.0–$12.0 million, mostly from oil hedges.
• The company repurchased 499,100 shares at an average price of $30.07 in Q1, with total shareholder returns reaching $57.0 million year-to-date.
• NOG published its 2024 ESG Report and plans to maintain its quarterly dividend through 2025, aiming for a 10% increase in total dividends compared to 2024.

$NSP - Q1 2025 Earnings

• Insperity reported Q1 2025 earnings on April 29, 2025, with revenue up 3% year-over-year to $1.9 billion.
• Net income was $51 million and diluted EPS was $1.35; adjusted EBITDA was $102 million and adjusted EPS was $1.57.
• Gross profit fell 10% to $310 million due to higher benefits costs; operating expenses rose 2% to $242 million, including $13 million for the Workday partnership.
• The company bought back 224,000 shares for $19 million and paid $23 million in dividends in Q1 2025.
• Updated full-year and Q2 2025 guidance was announced, highlighting expected future growth from the Workday partnership.

$NVS - Q1 2025 Earnings

• On April 29, 2025, Novartis reported Q1 2025 results: net sales rose 15% at constant currency to $13.23 billion, beating estimates.
• Core operating income grew 27% (cc), with a margin of 42.1% and strong sales from drugs like Entresto, Kisqali, Kesimpta, Cosentyx, Leqvio, and Scemblix.
• Novartis raised its 2025 guidance, now expecting high single-digit sales growth and low double-digit core operating income growth.
• FDA and global approvals were received for Pluvicto, Vanrafia, and Fabhalta; positive trial results and submissions for other drugs were announced.
• Novartis plans a $23 billion investment to expand US manufacturing and R&D, including new facilities and a research hub in San Diego.

$NWE - Q1 2025 Earnings

• On April 15, 2025, NorthWestern Energy reached regulatory rate settlements in Montana.
• The company signed a letter of intent to provide energy services for new data centers in Montana, starting with at least 50 megawatts in 2027 and possibly growing to 250 megawatts or more by 2029.
• This new service is expected to lower costs per customer for operating Montana generation resources.
• NorthWestern Energy and the Missouri-Madison River Fund announced over $1.2 million in funding for 2025 public recreation projects, with NorthWestern contributing $22,426 and an additional $569,487 for site maintenance.
• The company also donated small amounts to local organizations, including $2,000 to Big Sky Senior Services and $1,800 each to NeighborWorks and Family Promise.

$ODD - Q1 2025 Earnings

• On April 29, 2025, ODDITY Tech reported first quarter results that beat expectations and raised its full-year outlook.
• For 2025, the company expects net revenue of $790–$798 million (22%–23% growth), gross margin around 71%, adjusted EBITDA of $157–$161 million, and adjusted diluted EPS of $1.99–$2.04.
• For Q2 2025, ODDITY projects net revenue of $235–$239 million (22%–24% growth), gross margin around 70.5%, adjusted EBITDA of $65–$68 million, and adjusted diluted EPS of $0.85–$0.89.

$OI - Q1 2025 Earnings

• O-I Glass announced a major transformation plan in France called ‘Fit to Win’ to address market slowdown and strong competition.
• The company is considering changes at several plants, including possible job cuts for about 320 positions, a furnace shutdown at Vayres, and closure of the Vergèze plant.
• O-I Glass plans to invest millions of Euros in its French plants as part of its 2025 capital plan.
• The company will release its first quarter 2025 earnings on April 29, 2025, and hold a conference call on April 30, 2025.

$OKE - Q1 2025 Earnings

• ONEOK reported Q1 2025 earnings on April 29, 2025: net income was $636 million ($1.04 per share), slightly down from $639 million ($1.09 per share) last year.
• Adjusted EBITDA rose to $1.78 billion from $1.44 billion last year, helped by EnLink and Medallion acquisitions and higher volumes in the Rocky Mountain region.
• The Rocky Mountain region saw a 15% increase in NGL feed throughput and a 7% rise in natural gas processed compared to last year.
• ONEOK completed the EnLink Midstream acquisition on January 31, 2025, and affirmed its full-year 2025 financial guidance.
• The company declared a quarterly dividend of $1.03 per share, payable May 15, 2025, and repurchased 190,000 shares for $17.4 million.

$OMF - Q1 2025 Earnings

• On April 29, 2025, OneMain Holdings (OMF) reported first quarter 2025 net income of $213 million, up from $155 million last year.
• Earnings per diluted share rose to $1.78, compared to $1.29 in the same quarter last year.
• The company declared a quarterly dividend of $1.04 per share, payable on May 16, 2025, to shareholders of record as of May 9, 2025.
• OneMain repurchased about 323,000 shares for $16 million during the quarter.
• Managed receivables reached $24.6 billion in the first quarter of 2025.

$OPCH - Q1 2025 Earnings

• Option Care Health announced Q1 2025 earnings on April 29, 2025, with net revenue of $1.33 billion, up 16.3% from last year and above forecasts.
• Adjusted earnings per share were $0.40, beating analyst estimates of $0.36.
• Gross profit rose to $263.1 million (up 10.3%), and adjusted EBITDA increased 13.7% to $111.8 million.
• Cash used in operations dropped to $7.2 million from $68.8 million a year ago.
• The company repurchased about $100 million of its stock and raised its 2025 guidance to $5.4–$5.6 billion in revenue and $455–$470 million in adjusted EBITDA.

$PCAR - Q1 2025 Earnings

• On April 29, 2025, PACCAR reported Q1 2025 net income of $505.1 million ($0.96 per diluted share), including a $264.5 million after-tax litigation charge in Europe.
• Excluding the charge, adjusted net income was $769.6 million ($1.46 per diluted share).
• Q1 2025 revenues were $7.44 billion, down from $8.74 billion in Q1 2024.
• PACCAR delivered 40,100 new trucks in Q1 2025, compared to 48,100 in Q1 2024.
• PACCAR Parts achieved record revenue and strong profits; PACCAR Financial Services also reported good results.

$PFE - Q1 2025 Earnings

• Pfizer reported Q1 2025 earnings on April 29, 2025, with EPS of $0.92, beating estimates, but revenue fell 7.8% to $13.72 billion, missing expectations.
• The company reaffirmed its 2025 guidance and expects EPS at the higher end of its projected range.
• Pfizer’s Sasanlimab combination improved survival in high-risk bladder cancer patients; cancer care plans advanced at ASCO 2025.
• Positive Phase 2 results announced for Pfizer and Valneva’s Lyme disease vaccine candidate; Pfizer will supply one billion doses of pneumococcal vaccine to low-income countries via Gavi.
• Pfizer entered new clinical collaborations with Acepodia and IsomAb for cell therapies and peripheral arterial disease, and Anokion completed early enrollment in Phase 2 trials for a celiac disease treatment.

$PII - Q1 2025 Earnings

• Polaris reported first quarter 2025 earnings on April 29, 2025, with earnings per share of -$0.90, beating estimates by 1.43%.
• Revenue for the quarter was $1.54 billion, matching expectations.
• Net income dropped to $10.6 million, down from $27.7 million last quarter.
• Polaris extended its retail financing partnership with Sheffield Financial.
• Polaris donated over $120,000 to off-road and snow organizations through its Spring 2025 TRAILS GRANTS program.

$PJT - Q1 2025 Earnings

• PJT Partners reported Q1 2025 earnings on April 29, 2025, with total revenue of $325 million, missing the $361.14 million consensus estimate.
• Adjusted EPS was $1.05, beating analyst estimates of $1.01; GAAP Diluted EPS reached a record $1.99.
• Advisory fees fell 2% to $282.2 million, while placement fees rose 4% to $36 million.
• The company repurchased 1.5 million shares and share equivalents in Q1 at an average price of $162.61 per share; $151 million remains authorized for repurchases.
• A quarterly dividend of $0.25 per share was declared, payable June 18, 2025.

$PPG - Q1 2025 Earnings

• On April 21, 2025, PPG Industries announced Leon J. Topalian was elected to its board of directors, effective July 16, 2025; he will join the Audit Committee and the Sustainability and Innovation Committee.
• On April 17, 2025, PPG reported its 2024 performance at the annual shareholders meeting and declared a quarterly dividend of 68 cents per share, payable June 12 to shareholders of record on May 12; this is the 507th consecutive dividend and 53rd year of annual dividend increases.
• On April 16, 2025, David Fenn and Renhe Lin were named PPG associate fellows for their technical achievements.
• PPG will announce its first-quarter 2025 financial results on April 29, 2025, after market close, with a conference call on April 30 at 8:00 AM ET.

$PYPL - Q1 2025 Earnings

• PayPal announced Q1 2025 results on April 29, 2025: revenue was $7.8 billion (up 1% year-over-year), GAAP EPS rose 56% to $1.29, and non-GAAP EPS rose 23% to $1.33.
• Operating margins grew: GAAP operating margin was 19.6% (up 447 basis points) and non-GAAP was 20.7% (up 257 basis points).
• Total Payment Volume increased 3% to $417.2 billion; active accounts grew 2% to 436 million, but total payment transactions fell 7% to 6.0 billion.
• PayPal repurchased 19 million shares for $1.5 billion and maintained full-year 2025 EPS guidance due to global uncertainty.
• On April 24, 2025, PayPal and Coinbase expanded their partnership to support PayPal USD (PYUSD) with fee-free purchases, instant USD redemption, and DeFi exploration.
• On April 23, 2025, PayPal announced a new 3.7% annual rewards program for PYUSD holders in PayPal or Venmo wallets, launching in Summer 2025.

$QRVO - Q4 2025 Earnings

• Qorvo reported fiscal 2025 Q4 financial results on April 29, 2025, with adjusted earnings per share of $1.42, beating the FactSet estimate of $1.00.
• On April 24, 2024, Qorvo announced it will hold an Investor Day on June 11, 2024, in New York City, with a live webcast and presentation materials available online.

$RCL - Q1 2025 Earnings

• Royal Caribbean Group reported Q1 2025 results on April 29, with EPS of $2.70 and Adjusted EPS of $2.71, both beating analyst estimates.
• Quarterly revenue was $4.0 billion, just below the $4.01 billion estimate.
• The company raised its full-year 2025 Adjusted EPS guidance to $14.55–$15.55, expecting about 28% growth year over year.
• Q1 highlights include a 109% load factor, a 9% increase in guests to 2.2 million, and Net Yields up 4.7% as-reported and 5.6% in constant currency.
• Royal Caribbean paused visits to Labadee, Haiti, through September due to gang violence.

$REG - Q1 2025 Earnings

• EPR Properties announced a monthly dividend of $0.285 per common share on April 15, 2025.
• The dividend will be paid on March 17, 2025, to shareholders of record as of February 28, 2025.
• This equals an annualized dividend of $3.42 per common share.

$REGN - Q1 2025 Earnings

• Regeneron reported first quarter 2024 earnings on May 2, 2024: total revenue was $3.0 billion, down 4% from last year.
• U.S. sales of Eylea dropped 26% to $1.04 billion, while Eylea HD U.S. sales rose 54% to $307 million; Dupixent global net sales grew 19% to $3.67 billion (recorded by Sanofi).
• The European Commission approved Lynozyfic (linvoseltamab) for adults with relapsed/refractory multiple myeloma.
• The FDA accepted priority review of Eylea HD for new uses; approved Dupixent for chronic spontaneous urticaria; and issued a Complete Response Letter for Eylea HD pre-filled syringe due to a supplier issue.
• Regeneron signed a 10-year manufacturing deal with FUJIFILM Diosynth to nearly double U.S. capacity and settled a patent dispute to delay Biocon’s Eylea biosimilar launch until the second half of 2026.

$RGEN - Q1 2025 Earnings

• Repligen reported Q1 2025 financial results on April 29, 2025, with revenue of $169 million, up 10% from last year.
• Organic revenue grew 11%, and non-COVID organic growth was 14%; orders increased by a high-teens percentage year-over-year.
• Adjusted earnings per share were $0.39, beating analyst estimates and up from $0.30 last year; GAAP EPS was $0.10.
• Adjusted gross margin improved to 53.7%, and adjusted operating income rose 72% to $23 million.
• Full-year 2025 organic revenue growth is expected to be 9.5% to 13.5%, with total revenue of $695 million to $720 million.

$ROG - Q1 2025 Earnings

• Rogers reported Q1 2025 results on April 29, 2025, with net sales of $190.5 million, down slightly from $192.2 million last quarter.
• The company had a net loss of $1.4 million, or $(0.08) per diluted share; adjusted earnings per share were $0.27, down from $0.46 last quarter.
• Cash at the end of the quarter was $175.6 million.
• Increased demand in ADAS and industrial markets was offset by lower sales in portable electronics and currency effects.
• For Q2 2025, Rogers expects net sales of $190 million to $205 million and adjusted earnings per share of $0.30 to $0.70.

$ROIC - Q4 2024 Earnings

• On February 7, 2025, ROIC stockholders approved Blackstone Real Estate Partners X’s all-cash acquisition of ROIC at $17.50 per share.
• The total value of the deal is about $4 billion, including debt.
• The acquisition is expected to close around February 12, 2025, pending usual closing conditions.

$SBUX - Q2 2025 Earnings

• Starbucks reported its fiscal Q2 results on April 29, 2025.
• Earnings per share were $0.41, below the expected $0.51.
• Revenue was $8.8 billion, slightly less than the $8.89 billion forecast.
• Global comparable store sales fell by 1%.
• Global operating margin dropped to 8.2%, down 450 basis points from last year.

$SCL - Q1 2025 Earnings

• On April 29, 2025, Stepan Company announced a quarterly cash dividend of $0.385 per share, payable June 13, 2025, to shareholders as of May 30, 2025.
• The company reported first quarter 2025 net income of $19.7 million, up 42% from last year; adjusted net income was $19.3 million, up 32%.
• Net sales for the quarter rose 8% to $593.3 million, with global sales volume increasing 4% year-over-year.
• The Surfactants segment grew 10% to $430.3 million in sales; Polymers sales stayed flat at $146.1 million despite 7% volume growth; Specialty Products sales increased 11% to $16.8 million.
• Edward J. Wehmer will retire from the Board of Directors after the April 29, 2025 annual meeting, reducing the board from eight to seven members.

$SFD - Q1 2025 Earnings

• Smithfield Foods reported Q1 fiscal 2025 results on April 29, 2025, with net sales of $3.8 billion and operating profit up 97% to $321 million.
• Adjusted operating profit rose 86% to $326 million, and operating margin improved to 8.5% from 4.7% last year.
• Diluted earnings per share were $0.57, beating analyst expectations of $0.47; revenue of $3.77 billion also topped forecasts.
• The Packaged Meats segment delivered $266 million in profit and a 13.1% margin.
• The company reaffirmed its 2025 outlook, expecting sales to grow in the low-to-mid-single digits and adjusted operating profit between $1.10 billion and $1.30 billion.

$SHW - Q1 2025 Earnings

• On April 29, 2025, Sherwin-Williams reported Q1 2025 net sales fell 1.1% to $5.31 billion, missing estimates.
• Adjusted diluted EPS rose 3.7% to $2.25, beating expectations; adjusted EBITDA increased 4.6% to $937 million.
• Paint Stores Group sales grew 2.3%, while Consumer Brands Group sales dropped 6% and Performance Coatings Group sales fell 4.8%.
• The company reaffirmed its full-year 2025 EPS guidance of $10.70 to $11.10 per share.
• Announced election of Robert J. Gamgort to the Board and declared a quarterly dividend of $0.79 per share, payable June 6, 2025.

$SIMO - Q1 2025 Earnings

• Silicon Motion Technology confirmed its next quarterly cash dividend payment date as May 22, 2025.
• Shareholders must own shares by May 8, 2025, to receive this dividend.
• The quarterly dividend amount is $0.50 per ADS ($0.125 per ordinary share).

$SNAP - Q1 2025 Earnings

• Snap Inc. agreed to a $15 million settlement with the California Civil Rights Department on June 19, 2024, over allegations of sexual harassment, discrimination, and retaliation against female employees.
• About $14.5 million of the settlement will go to affected workers in California.
• Snap will hire an independent consultant to review its pay, promotion policies, and training materials, and a third-party monitor to audit how it handles complaints.
• The company will provide employees with information on reporting harassment or discrimination safely and ensure they receive prevention training.
• Snap denies the allegations but settled to avoid a long legal battle.

$SOFI - Q1 2025 Earnings

• SoFi Technologies reported Q1 2025 earnings on April 29, 2025, with record revenue of $771.8 million (up 20%) and net income of $71.1 million, marking its sixth straight profitable quarter.
• Adjusted net revenue grew 33% to $770.7 million, and adjusted EBITDA increased 46% to $210 million.
• Membership rose 34% to 10.9 million, with 800,000 new members added; total products grew 35% to 15.9 million.
• Financial Services revenue doubled to $303 million, and fee-based revenue jumped 67% to $315 million.
• SoFi raised its 2025 guidance: now expecting EPS of $0.27–$0.28 and revenue of $3.235–$3.31 billion.
• On April 24, 2025, SoFi launched a new flexible refinance option for student loans.
• On April 22, 2025, SoFi expanded its alternative investments through a partnership with Templum.

$SON - Q1 2025 Earnings

• On April 22, 2025, Sonoco was named to USA TODAY’s America’s Climate Leaders 2025 List.
• Sonoco increased its quarterly common stock dividend, announced April 16, 2025.
• First-quarter 2025 financial results were reported: revenue was $1.71 billion (below the $2.04 billion estimate), adjusted EBITDA rose 38%, and adjusted earnings per share went up 23%.
• Consumer Packaging segment sales jumped 83% and adjusted EBITDA rose 127% in the first quarter.
• Sonoco will discuss these results in a conference call on April 30, 2025, at 8:30 a.m. Eastern Time.

$SPGI - Q1 2025 Earnings

• S&P Global reported Q1 2025 earnings on April 29, 2025: revenue rose 8% to $3.777 billion, and GAAP net income increased 10% to $1.090 billion.
• Adjusted diluted earnings per share were $4.37, beating estimates and marking the fourth straight quarter of surpassing consensus EPS.
• The company plans to spin off its Mobility division as a separate public company within 12 to 18 months; the segment had $1.6 billion in 2024 revenue.
• S&P Global announced it will acquire ORBCOMM’s AIS data services business and plans to divest its OSTTRA Joint Venture for $3.1 billion, to be split with CME Group.
• The Annual Meeting of Shareholders is scheduled for May 7, 2025.

$SPOT - Q1 2025 Earnings

• Spotify announced Q2 2024 earnings on July 23, 2024.
• Monthly Active Users rose 14% year-over-year to 626 million.
• Subscribers grew 12% year-over-year to 246 million.
• Total revenue increased 20% year-over-year to €3.8 billion.
• Gross margin was 29.2%, and operating income reached €266 million.

$STAG - Q1 2025 Earnings

• On April 29, 2025, STAG Industrial reported Q1 2025 core FFO of $0.61 per share, beating estimates, and revenue of $205.6 million, up 9.6% year-over-year.
• Cash Net Operating Income rose 8.1% to $157.2 million, but same-store cash NOI growth slowed to 3.4%.
• Portfolio occupancy was 95.9% as of March 31, 2025, down from 96.5% at the end of 2024.
• In Q1, 5.0 million square feet of leases began with a 27.3% cash rent increase; three buildings were acquired for $43.3 million, while one was sold for $67.0 million, generating a $49.9 million gain.
• On April 15, 2025, STAG announced a $550 million private placement of senior unsecured notes at a 5.65% average fixed rate.

$STX - Q3 2025 Earnings

• Seagate reported fiscal Q3 2025 earnings on April 29, 2025, with revenue of $2.16 billion, up 30% year-over-year.
• Non-GAAP diluted EPS was $1.90, beating analyst expectations of $1.74 and at the high end of guidance.
• The company generated $259 million in operating cash flow, reduced debt by $536 million to $5.1 billion, and ended the quarter with $814 million in cash.
• Seagate declared a $0.72 per share quarterly dividend, payable July 8, 2025, to shareholders as of June 25, 2025.
• For Q4 2025, Seagate expects revenue of $2.40 billion (above estimates) and non-GAAP EPS of $2.40 (also above estimates).

$SYY - Q3 2025 Earnings

• Sysco reported Q3 2025 earnings on April 29, 2025: sales rose 1.1% to $19.6 billion, but gross profit fell 0.8% to $3.6 billion.
• Operating income dropped 5.7% to $681 million; net earnings were $401 million, and EPS decreased 3.5% to $0.82.
• U.S. Foodservice volume fell 2.0%, affected by California wildfires, bad weather, and weaker consumer confidence.
• Sysco updated guidance for FY 2025, expecting about 3% sales growth and at least 1% adjusted EPS growth.
• The company raised its quarterly dividend by 6% and is targeting $100 million in annual cost savings.

$TENB - Q1 2025 Earnings

• On April 29, 2025, Tenable reported Q1 2025 revenue of $239.1 million, up 11% year-over-year, and a 9% rise in calculated current billings to $215.4 million.
• The company posted a non-GAAP operating margin of 20%, operating cash flow of $87.4 million, and unlevered free cash flow up 59% to $86.8 million.
• Tenable completed the acquisition of Vulcan Cyber Ltd., launched new products (Identity 360 and Exposure Center), and achieved FedRAMP moderate authorization.
• The company added 361 new enterprise platform customers and 54 net new six-figure customers in Q1 2025.
• For Q2 2025, Tenable projects revenue between $241 million and $243 million; full-year revenue is forecasted between $970 million and $980 million.
• Eric Doerr was appointed Chief Product Officer.
• On June 12, 2024, Tenable and Coalfire announced a partnership to enhance exposure management for organizations.
• On June 6, 2024, Tenable announced plans to acquire Eureka Security to expand its cloud data security capabilities.

$THC - Q1 2025 Earnings

• Tenet Healthcare announced Q1 2025 results on April 29, 2025, with net income of $406 million ($4.27 per diluted share).
• Adjusted diluted EPS rose 35.4% to $4.36, up from $3.22 in Q1 2024.
• Consolidated Adjusted EBITDA increased 13.6% to $1.163 billion; Adjusted EBITDA margin was 22.3%.
• Net operating revenues fell 7.9% to $5.223 billion, mainly due to hospital divestitures in 2024.
• The company repurchased 2.6 million shares for $348 million and improved its net debt to Adjusted EBITDA ratio to 2.46x.

$TWKS - Q4 2024 Earnings

• On November 13, 2024, Thoughtworks completed its $1.75 billion acquisition by Apax Partners affiliates and is now a private company.
• Thoughtworks shareholders will receive $4.40 per share in cash, a 48% premium over the 30-day average price ending August 2, 2024.
• Thoughtworks shares are no longer traded on NASDAQ.
• Law firm Bleichmar Fonti & Auld LLP is investigating whether the $4.40 per share price undervalues the company and says minority shareholders had no vote in the deal.
• BFA is inviting affected shareholders to contact them about the investigation at no cost.

$TX - Q1 2025 Earnings

• Ternium S.A. announced Q1 2025 results on April 29, 2025, with adjusted EBITDA of $503 million, up from the previous quarter.
• Net income was $142 million, impacted by a $45 million litigation provision; adjusted net income was $188 million.
• Revenue fell 17.7% year-over-year to $3.93 billion but slightly beat expectations; adjusted EPS was $0.34, missing the $0.63 consensus.
• Steel shipments dropped in Mexico but rose 9% in Brazil and 32% in the Southern Region due to regional market differences.
• Net cash position fell to $1.3 billion due to capital spending; Pesquería expansion cost estimate increased to $4.0 billion, with completion now set for Q4 2026.

$UMBF - Q1 2025 Earnings

• UMB Financial reported first-quarter 2025 earnings on April 29: net income was $79.3 million ($1.21 per share), down from $120.0 million in Q4 2024 and $110.3 million in Q1 2024.
• Net interest income jumped 47.8% to $397.6 million from last quarter, mainly due to the acquisition of Heartland Financial USA (HTLF) in January 2025.
• The HTLF acquisition added about $14.4 billion in earning assets, increased total assets to $68 billion, and expanded UMB’s presence to 13 states.
• Average loans rose 27.8% from last quarter to $32.3 billion; average deposits climbed 32.3% to $50.3 billion.
• UMB’s efficiency ratio was affected by merger costs, but the operating efficiency ratio improved to 55.56% from 61.12% last quarter.

$UNM - Q1 2025 Earnings

• Unum Group reported Q1 2025 results on April 29, 2025, with net income of $189.1 million ($1.06 per diluted share), down from $395.2 million ($2.04 per share) a year ago.
• Adjusted earnings per share were $2.04, missing the $2.18 consensus estimate; revenue was $3.09 billion, below the $3.34 billion forecast.
• Premiums grew 4.2% in core operations, but Unum US saw a 14.6% drop in adjusted operating income due to higher benefit ratios; Unum International and Colonial Life segments posted small operating income increases.
• The company ended the quarter with $2.2 billion in liquidity and reaffirmed its full-year 2025 outlook, expecting a 6% to 10% rise in after-tax adjusted operating income per share.
• Unum was named a 2025 Business Ethics Leadership Alliance (BELA) Community Champion by Ethisphere in the past week.

$UPS - Q1 2025 Earnings

• On April 29, 2025, UPS reported first-quarter earnings and announced plans to cut about 20,000 jobs and close 73 facilities by June, aiming to save $3.5 billion due to expected lower volumes from a major customer.
• First-quarter revenue was $21.5 billion, down 0.7% from last year but above analyst expectations; non-GAAP EPS was $1.49, beating estimates by $0.11.
• U.S. domestic revenue rose 1.4% to $14.46 billion, boosted by air cargo growth despite fewer shipments.
• UPS did not update its 2025 full-year outlook because of economic uncertainty.
• On April 24, 2025, UPS agreed to buy Andlauer Healthcare Group Inc. for $1.6 billion to grow its healthcare logistics business and is exploring the use of humanoid robots in operations.

$V - Q2 2025 Earnings

• On April 29, 2025, Visa reported Q2 FY2025 net revenue of $9.6 billion, up 9% year-over-year; adjusted constant-dollar revenue grew 11%.
• GAAP earnings per share were $2.32, up 1% year-over-year, affected by a $1 billion litigation provision; non-GAAP EPS rose 10% to $2.76, beating estimates.
• Visa generated $4.37 billion in free cash flow for the quarter and returned $4.47 billion to shareholders via buybacks and $1.16 billion in dividends.
• The board approved a new $30 billion multi-year share repurchase program.
• Visa expects low double-digit net revenue growth and high-teens adjusted EPS growth for Q3 FY2025.

$VICR - Q1 2025 Earnings

• Vicor will report Q1 2025 earnings after market close on Tuesday, April 29, 2025, with an earnings call at 5:00 p.m. ET.
• Analysts expect earnings per share (EPS) of $0.29 for the quarter.
• In Q4 2024, Vicor beat EPS estimates by $0.03, which led to a significant share price increase.
• On April 8, at the World Congress Experience (WCX) 2025 in Detroit, Vicor presented new high power density DC-DC converter modules for automotive electrification, focusing on efficiency and system performance improvements.

$VLTO - Q1 2025 Earnings

• Veralto reported first-quarter 2025 revenue of $1.33 billion on April 30, beating analyst estimates of $1.28 billion and growing 6.9% year-over-year.
• Adjusted earnings per share (EPS) for the quarter was $0.95, above the expected $0.87, with double-digit EPS growth.
• Strong performance was driven by increased core sales, improved margins, and growth in both the Product Quality and Innovation and Water Quality segments.
• The company reaffirmed its 2025 adjusted EPS guidance of $3.60 to $3.70, despite a projected 2% currency headwind to sales.
• Free cash flow margin improved to 10.7% from 8.2% last year, though overall cash flow conversion for 2025 is expected to be below the medium-term target due to higher capital expenditures.

$VRNA - Q1 2025 Earnings

• Verona Pharma reported Q1 2025 earnings on April 29, 2025, with total net revenue of $76.3 million; Ohtuvayre® net sales rose 95% from Q4 2024 to $71.3 million.
• About 25,000 Ohtuvayre prescriptions were filled in Q1 2025, with new patient starts up over 25% and prescribers increasing 50% to about 5,300.
• The company received a $5.0 million milestone payment from Nuance Pharma related to development in Greater China.
• Q1 2025 operating loss was $10.3 million, and net loss after tax was $16.3 million; adjusted net income (excluding share-based compensation) was $20.5 million.
• Verona Pharma had $401.4 million in cash as of March 31, 2025, and continues clinical trials and regulatory progress for Ohtuvayre and ensifentrine.

$WERN - Q1 2025 Earnings

• On April 29, 2025, Werner Enterprises reported Q1 2025 revenues of $712.1 million, down 7% from last year.
• The company had an operating loss of $5.8 million, compared to an operating income of $15.6 million in Q1 2024.
• Diluted loss per share was $0.16, versus earnings of $0.10 per share last year; adjusted loss per share was $0.12.
• Truckload Transportation Services revenue dropped 9%, and Logistics revenue fell 3%.
• Cash flow from operations was $29.4 million, down from $88.6 million in Q1 2024.

$WPC - Q1 2025 Earnings

• W. P. Carey reported first quarter 2025 financial results on April 29, 2025, with net income of $125.8 million, down 21% from last year due to non-cash losses and higher credit loss allowances.
• Adjusted Funds from Operations (AFFO) per diluted share rose 2.6% to $1.17, compared to $1.14 in Q1 2024.
• The company completed $275.1 million in investments in Q1 2025 and maintained a 98.3% occupancy rate across 1,614 properties.
• Quarterly cash dividend increased to $0.890 per share, up 2.9% from Q1 2024, for an annualized rate of $3.56 per share.
• W. P. Carey repaid $450 million in senior notes and refinanced a €500 million term loan, extending its maturity to 2029.

$WSBC - Q1 2025 Earnings

• WaFd, Inc. reported Q2 2025 earnings on April 11, 2025, with diluted earnings per share of $0.65 and net income of $56 million.
• Net interest margin rose to 2.55% from 2.39% last quarter; net interest income was $155 million.
• Non-performing assets fell by $8 million, now at 0.26% of total assets.
• Non-interest income increased to $18.9 million, up from $15.7 million, mainly from higher prepayment fees and insurance commissions.
• Total non-interest expense dropped by $6.5 million to $104.8 million, due to no restructuring costs this quarter.

$XYL - Q1 2025 Earnings

• Xylem reported Q1 2025 earnings on April 29, 2025, with EPS of $1.03, beating estimates of $0.95.
• Q1 2025 revenue was $2.1 billion, up 2% reported and 3% organically.
• Net income for Q1 2025 was $169 million, with an 8.2% margin; adjusted EBITDA margin rose to 20.4%.
• Xylem reaffirmed its 2025 outlook: revenue of $8.7–8.8 billion, organic growth of 3–4%, and adjusted EPS of $4.50–$4.70.

$ZBRA - Q1 2025 Earnings

• Zebra Technologies announced first-quarter 2025 financial results on April 29, 2025, with organic revenue and earnings per share beating expectations.
• Organic sales grew 12%, driven by 18% growth in the Asset Intelligence & Tracking segment and 9% in Enterprise Visibility & Mobility.
• The company’s guidance for the full year and next quarter’s EPS was below Wall Street’s expectations, partly due to a $70 million impact from U.S. import tariffs.
• On May 7, 2024, Zebra announced new manufacturing solutions, including the 3S Series for 3D scanning and the FS42 industrial scanner for advanced tasks like deep learning-based OCR.