CLOV Q1 Earnings Call: Membership Growth and Technology Drive Profitability Above ExpectationsHealth insurance company Clover Health (
NASDAQ:CLOV) missed Wall Street’s revenue expectations in Q1 CY2025, but sales rose 33.3% year on year to $462.3 million. Its non-GAAP profit of $0.05 per share was significantly above analysts’ consensus estimates.
FBIN Q1 Earnings Call: Tariff Pressures and Demand Uncertainty Weigh on ResultsHome and security products company Fortune Brands (
NYSE:FBIN) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 6.9% year on year to $1.03 billion. Its non-GAAP profit of $0.66 per share was in line with analysts’ consensus estimates.
MASI Q1 Earnings Call: Revenue Tops Expectations, Focus Shifts to Healthcare Core Amid Tariff HeadwindsMedical tech company Masimo (
NASDAQ:MASI) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 9.5% year on year to $372 million. The company expects the full year’s revenue to be around $1.52 billion, close to analysts’ estimates. Its non-GAAP profit of $1.36 per share was 12.6% above analysts’ consensus estimates.
SRPT Q1 Earnings Call: Sarepta Adjusts Guidance After Safety Event and Administrative DelaysBiotech company Sarepta Therapeutics (
NASDAQ:SRPT) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 80.2% year on year to $744.9 million. Its non-GAAP loss of $3.42 per share was significantly below analysts’ consensus estimates.
PNTG Q1 Earnings Call: Acquisition Momentum and Organic Growth Drive OutperformanceSenior living provider The Pennant Group (
NASDAQ:PNTG) announced better-than-expected revenue in Q1 CY2025, with sales up 33.7% year on year to $209.8 million. Its non-GAAP profit of $0.27 per share was 13.7% above analysts’ consensus estimates.
LOPE Q1 Earnings Call: New Program Growth and Hybrid Enrollment Drive Guidance UpdateHigher education company Grand Canyon Education (
NASDAQ:LOPE) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 5.3% year on year to $289.3 million. The company expects next quarter’s revenue to be around $240.3 million, close to analysts’ estimates. Its GAAP profit of $2.52 per share was 2.9% above analysts’ consensus estimates.
MYGN Q1 Earnings Call: Guidance Cut Amid GeneSight Challenges and Slow Hereditary Cancer RampGenetic testing company Myriad Genetics (
NASDAQ:MYGN) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 3.1% year on year to $195.9 million. The company’s full-year revenue guidance of $815 million at the midpoint came in 3.7% below analysts’ estimates. Its non-GAAP loss of $0.03 per share was $0.02 above analysts’ consensus estimates.
FLYW Q1 Earnings Call: Revenue Beats, Margin Pressures, and Expansion in Education and TravelCross border payment processor Flywire (
NASDAQ: FLYW) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 17% year on year to $133.5 million. The company expects next quarter’s revenue to be around $124.4 million, close to analysts’ estimates. Its non-GAAP profit of $0.11 per share was in line with analysts’ consensus estimates.
JAZZ Q1 Earnings Call: Revenue and Profit Miss, Product Pipeline Drives OutlookBiopharma company Jazz Pharmaceuticals (
NASDAQ:JAZZ) fell short of the market’s revenue expectations in Q1 CY2025, with sales flat year on year at $897.8 million. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.28 billion at the midpoint. Its non-GAAP profit of $1.68 per share was 63.9% below analysts’ consensus estimates.
NATR Q1 Earnings Call: Outperformance Driven by Asia-Pacific and Europe Amid Tariff UncertaintyWellness products company Nature’s Sunshine (
NASDAQ:NATR) announced better-than-expected revenue in Q1 CY2025, with sales up 2% year on year to $113.2 million. The company expects the full year’s revenue to be around $457.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.25 per share was 51.5% above analysts’ consensus estimates.
OPEN Q1 Earnings Call: Asset-Light Expansion and Cost Discipline Amid Housing HeadwindsTechnology real estate company Opendoor (
NASDAQ:OPEN) announced better-than-expected revenue in Q1 CY2025, but sales fell by 2.4% year on year to $1.15 billion. On the other hand, next quarter’s revenue guidance of $1.49 billion was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP loss of $0.09 per share was 15.9% above analysts’ consensus estimates.
VRNS Q1 Earnings Call: SaaS Transition Drives Outperformance and Raises Profit OutlookData protection and security software company Varonis (
NASDAQ:VRNS) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 19.6% year on year to $136.4 million. The company expects next quarter’s revenue to be around $147.5 million, close to analysts’ estimates. Its non-GAAP profit of $0 per share was significantly above analysts’ consensus estimates.
REZI Q1 Earnings Call: Pricing Actions and Tariff Mitigation Drive OutperformanceHome automation and security solutions provider Resideo Technologies (
NYSE:REZI) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 19.1% year on year to $1.77 billion. The company expects next quarter’s revenue to be around $1.83 billion, close to analysts’ estimates. Its non-GAAP profit of $0.63 per share was significantly above analysts’ consensus estimates.
SWIM Q1 Earnings Call: Latham Focuses on Sand States Expansion and Operational EfficiencyResidential swimming pool manufacturer Latham (
NASDAQ:SWIM) met Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $111.4 million. The company’s full-year revenue guidance of $550 million at the midpoint came in 2.5% above analysts’ estimates. Its non-GAAP loss of $0.04 per share was in line with analysts’ consensus estimates.
AZEK Q1 Earnings Call: Outperformance Driven by Material Conversion and Strategic Merger PlansOutdoor living products manufacturer AZEK Company (
NYSE:AZEK) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 8.1% year on year to $452.2 million. On the other hand, the company’s full-year revenue guidance of $1.54 billion at the midpoint came in 0.9% below analysts’ estimates. Its non-GAAP profit of $0.45 per share was 3.1% above analysts’ consensus estimates.
MTW Q1 Earnings Call: Tariff Pressures, Order Momentum, and Aftermarket Strategy in FocusCrane and lifting equipment company Manitowoc (
NYSE:MTW) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 4.9% year on year to $470.9 million. Its non-GAAP loss of $0.16 per share was 72.7% below analysts’ consensus estimates.
TDC Q1 Earnings Call: Revenue Miss and Cautious Services Outlook Offset by Margin ExpansionData and analytics software provider Teradata (
NYSE:TDC) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 10.1% year on year to $418 million. Next quarter’s revenue guidance of $401.1 million underwhelmed, coming in 1.4% below analysts’ estimates. Its non-GAAP profit of $0.66 per share was 16.9% above analysts’ consensus estimates.
PRPL Q1 Earnings Call: Wholesale Expansion and Margin Gains Amid Industry HeadwindsBedding and comfort retailer Purple (
NASDAQ:PRPL) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 13.2% year on year to $104.2 million. The company’s full-year revenue guidance of $475 million at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP loss of $0.11 per share was 23.6% above analysts’ consensus estimates.
UPST Q1 Earnings Call: Revenue Beat Led by AI Model Gains, Guidance Edges HigherAI-powered lending platform Upstart (
NASDAQ:UPST) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 67% year on year to $213.4 million. On the other hand, next quarter’s revenue guidance of $225 million was less impressive, coming in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.30 per share was 76.6% above analysts’ consensus estimates.
QLYS Q1 Earnings Call: Channel Partnerships and AI Security Drive OutperformanceCloud security and compliance software provider Qualys (
NASDAQ:QLYS) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 9.7% year on year to $159.9 million. The company expects next quarter’s revenue to be around $161.2 million, close to analysts’ estimates. Its non-GAAP profit of $1.67 per share was 13.8% above analysts’ consensus estimates.
RVLV Q1 Earnings Call: Management Details Tariff Mitigation and Brand Investments Amid Macro UncertaintyOnline fashion retailer Revolve (
NASDAQ:RVLV) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 9.7% year on year to $296.7 million. Its non-GAAP profit of $0.16 per share was 7.6% above analysts’ consensus estimates.
WYNN Q1 Earnings Call: Tariff Delays, Cost Controls, and Market Dynamics Shape OutlookLuxury hotels and casino operator Wynn Resorts (
NASDAQ:WYNN) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 8.7% year on year to $1.7 billion. Its non-GAAP profit of $1.07 per share was 14% below analysts’ consensus estimates.
GO Q1 Earnings Call: Management Cites Execution Initiatives Amid Flat Same-Store SalesDiscount grocery store chain Grocery Outlet (
NASDAQ:GO) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 8.5% year on year to $1.13 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $4.75 billion at the midpoint. Its non-GAAP profit of $0.13 per share was 87.6% above analysts’ consensus estimates.
MRCY Q1 Earnings Call: Revenue Beat Expectations, Margins and Cash Flow Improve Amid Backlog TransitionAerospace and defense company Mercury Systems (
NASDAQ:MRCY) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 1.5% year on year to $211.4 million. Its non-GAAP profit of $0.06 per share was $0.01 below analysts’ consensus estimates.
WW Q4 Earnings Call: Product Integration, Subscriber Challenges, and Strategic ResetPersonal wellness company WeightWatchers (
NASDAQ:WW) reported Q4 CY2024 results topping the market’s revenue expectations, but sales fell by 10.5% year on year to $184.4 million. Its non-GAAP profit of $0.32 per share was significantly above analysts’ consensus estimates.
VSTS Q1 Earnings Call: Revenue Miss, Service Challenges, and Leadership Transition Shape OutlookUniform rental provider Vestis Corporation (
NYSE:VSTS) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 5.7% year on year to $665.2 million. On the other hand, the company expects next quarter’s revenue to be around $678 million, close to analysts’ estimates. Its non-GAAP loss of $0.05 per share was significantly below analysts’ consensus estimates.
KLIC Q1 Earnings Call: Management Restructures Amid Revenue Miss and Macro UncertaintySemiconductor production equipment company Kulicke & Soffa (
NASDAQ: KLIC) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 5.9% year on year to $162 million. Next quarter’s revenue guidance of $145 million underwhelmed, coming in 0.5% below analysts’ estimates. Its non-GAAP loss of $0.52 per share was significantly below analysts’ consensus estimates.
WOW Q1 Earnings Call: Fiber Expansion and Margin Discipline Amid Revenue PressureBroadband and telecommunications services provider WideOpenWest (
NYSE:WOW) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 7.1% year on year to $150 million. On the other hand, next quarter’s revenue guidance of $142.5 million was less impressive, coming in 0.7% below analysts’ estimates. Its GAAP loss of $0.17 per share was 11.3% above analysts’ consensus estimates.
AGL Q1 Earnings Call: Membership Declines, Technology Investments, and Cautious Outlook for 2025Healthcare services company Agilon Health (
NYSE:AGL) reported Q1 CY2025 results topping the market’s revenue expectations, but sales fell by 4.5% year on year to $1.53 billion. The company expects next quarter’s revenue to be around $1.47 billion, close to analysts’ estimates. Its non-GAAP profit of $0.03 per share was $0.02 above analysts’ consensus estimates.
UFPT Q1 Earnings Call: Medical Segment Growth and Strategic Expansion Drive OutperformanceMedical products company UFP Technologies (
NASDAQ:UFPT) announced better-than-expected revenue in Q1 CY2025, with sales up 41.1% year on year to $148.1 million. Its non-GAAP profit of $2.47 per share was 22.9% above analysts’ consensus estimates.
GLDD Q1 Earnings Call: Outperformance Driven by Project Execution and Backlog ExpansionDredging and coastal protection company Great Lakes Dredge & Dock (
NASDAQ:GLDD) announced better-than-expected revenue in Q1 CY2025, with sales up 22.3% year on year to $242.9 million. Its non-GAAP profit of $0.49 per share was 86.7% above analysts’ consensus estimates.
FSTR Q1 Earnings Call: Rail Weakness Drives Revenue Miss, Management Maintains Bullish Full-Year OutlookRailway infrastructure company L.B. Foster (
NASDAQ:FSTR) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 21.3% year on year to $97.79 million. On the other hand, the company’s full-year revenue guidance of $560 million at the midpoint came in 3% above analysts’ estimates. Its GAAP loss of $0.20 per share was significantly below analysts’ consensus estimates.
ARRY Q1 Earnings Call: Revenue Beats Expectations, Margin and Cash Flow Pressures PersistSolar tracking systems manufacturer Array (
NASDAQ:ARRY) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 97.1% year on year to $302.4 million. The company’s full-year revenue guidance of $1.1 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP loss of $0.01 per share was significantly below analysts’ consensus estimates.
IPGP Q1 Earnings Call: Tariff Headwinds, Product Diversification, and Bookings MomentumFiber laser manufacturer IPG Photonics (
NASDAQ:IPGP) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 9.6% year on year to $227.8 million. On the other hand, next quarter’s revenue guidance of $225 million was less impressive, coming in 1.3% below analysts’ estimates. Its non-GAAP profit of $0.34 per share was 56.3% above analysts’ consensus estimates.
JJSF Q1 Earnings Call: Theater Weakness, Cost Pressures Shape Results, Company Eyes RecoverySnack food company J&J Snack Foods (
NASDAQ:JJSF) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 1% year on year to $356.1 million. Its non-GAAP profit of $0.35 per share was 48.3% below analysts’ consensus estimates.
GBTG Q1 Earnings Call: Revenue Misses Expectations as Management Cuts Full-Year GuidanceB2B travel services company Global Business Travel (
NYSE:GBTG) fell short of the market’s revenue expectations in Q1 CY2025 as sales only rose 1.8% year on year to $621 million. On the other hand, the company expects next quarter’s revenue to be around $625 million, close to analysts’ estimates. Its non-GAAP profit of $0.16 per share was 6.6% below analysts’ consensus estimates.
LIND Q1 Earnings Call: Occupancy, Yield Growth, and Strategic Initiatives Drive OutperformanceCruise and exploration company Lindblad Expeditions (
NASDAQ:LIND) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 17% year on year to $179.7 million. The company’s full-year revenue guidance of $725 million at the midpoint came in 2.1% above analysts’ estimates. Its non-GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.
ZTS Q1 Earnings Call: Guidance Raised as Platform Products Drive Momentum Amid Competitive PressuresAnimal health company Zoetis (
NYSE:ZTS) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 1.4% year on year to $2.22 billion. The company’s full-year revenue guidance of $9.5 billion at the midpoint came in 1.8% above analysts’ estimates. Its non-GAAP profit of $1.48 per share was 5.8% above analysts’ consensus estimates.
AHCO Q1 Earnings Call: Guidance Trimmed as Diabetes and Sleep Segments Face Mixed RecoveryHealthcare services provider AdaptHealth Corp. (
NASDAQ:AHCO) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1.8% year on year to $777.9 million. On the other hand, the company’s full-year revenue guidance of $3.25 billion at the midpoint came in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.03 per share was in line with analysts’ consensus estimates.
SEE Q1 Earnings Call: Tariffs, Transformation, and Segment Realignment Shape OutlookIntegrated packaging solutions provider Sealed Air Corporation (
NYSE:SEE) announced better-than-expected revenue in Q1 CY2025, but sales fell by 4.3% year on year to $1.27 billion. The company expects the full year’s revenue to be around $5.3 billion, close to analysts’ estimates. Its non-GAAP profit of $0.81 per share was 20.9% above analysts’ consensus estimates.
MAR Q1 Earnings Call: Revenue Beats Expectations Amid Cautious U.S. Outlook and Growth in International SegmentsGlobal hospitality company Marriott (
NASDAQ:MAR) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 4.8% year on year to $6.26 billion. Its non-GAAP profit of $2.32 per share was 3.1% above analysts’ consensus estimates.
SHLS Q1 Earnings Call: Revenue Beat Expectations Amid Margin Pressure, Outlook Supported by BacklogSolar energy systems company Shoals (
NASDAQ:SHLS) announced better-than-expected revenue in Q1 CY2025, but sales fell by 11.5% year on year to $80.36 million. Guidance for next quarter’s revenue was better than expected at $105 million at the midpoint, 0.9% above analysts’ estimates. Its non-GAAP profit of $0.03 per share was in line with analysts’ consensus estimates.
NOVT Q1 Earnings Call: Resilient Performance Amid Trade Headwinds and Strategic AcquisitionMedicine and manufacturing technology provider Novanta (
NASDAQ:NOVT) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 1.1% year on year to $233.4 million. On the other hand, next quarter’s revenue guidance of $235 million was less impressive, coming in 2.4% below analysts’ estimates. Its non-GAAP profit of $0.74 per share was 9.9% above analysts’ consensus estimates.
EVGO Q1 Earnings Call: Utilization, Efficiency, and Strategic Expansion Drive ResultsElectric vehicle charging company EVgo (
NASDAQ:EVGO) announced better-than-expected revenue in Q1 CY2025, with sales up 36.5% year on year to $75.29 million. The company’s full-year revenue guidance of $360 million at the midpoint came in 2.3% above analysts’ estimates. Its non-GAAP loss of $0.08 per share was 30.8% above analysts’ consensus estimates.
IQV Q1 Earnings Call: Real-World Evidence Drives Outperformance Amid Sector UncertaintyClinical research company IQVIA (
NYSE: IQV) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 2.5% year on year to $3.83 billion. The company’s full-year revenue guidance of $16.2 billion at the midpoint came in 2.1% above analysts’ estimates. Its non-GAAP profit of $2.70 per share was 2.6% above analysts’ consensus estimates.
DOCN Q1 Earnings Call: Large Enterprise Momentum and AI Investments Drive ResultsCloud computing provider DigitalOcean (
NYSE: DOCN) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 14.1% year on year to $210.7 million. The company expects next quarter’s revenue to be around $216.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.56 per share was 25.8% above analysts’ consensus estimates.
THS Q1 Earnings Call: Margin Initiatives Offset Volume Declines as TreeHouse Foods Reconfirms 2025 GuidancePrivate label food company TreeHouse Foods (
NYSE:THS) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 3.6% year on year to $792 million. The company expects next quarter’s revenue to be around $792.5 million, coming in 0.5% above analysts’ estimates. Its non-GAAP profit of $0.03 per share was significantly above analysts’ consensus estimates.
KTB Q1 Earnings Call: Helly Hansen Acquisition and Margin Initiatives Dominate OutlookClothing company Kontoor Brands (
NYSE:KTB) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 1.3% year on year to $622.9 million. The company’s full-year revenue guidance of $3.08 billion at the midpoint came in 16.7% above analysts’ estimates. Its non-GAAP profit of $1.20 per share was 3.1% above analysts’ consensus estimates.
ENR Q1 Earnings Call: Tariff Risks and Cautious Consumer Outlook Temper GuidanceBattery and lighting company Energizer (
NYSE:ENR) missed Wall Street’s revenue expectations in Q1 CY2025, with sales flat year on year at $662.9 million. Next quarter’s revenue guidance of $694.4 million underwhelmed, coming in 1.2% below analysts’ estimates. Its non-GAAP profit of $0.67 per share was in line with analysts’ consensus estimates.
VPG Q1 Earnings Call: Management Cites Order Recovery Amid Revenue Miss and Cautious OutlookPrecision measurement and sensing technologies provider Vishay Precision (
NYSE:VPG) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 11.2% year on year to $71.74 million. Next quarter’s revenue guidance of $73 million underwhelmed, coming in 3.6% below analysts’ estimates. Its non-GAAP profit of $0.04 per share was 42.9% below analysts’ consensus estimates.
PINC Q1 Earnings Call: Revenue Tops Estimates Amid Tariff and Margin PressuresHealthcare tech company Premier (
NASDAQ:PINC) reported Q1 CY2025 results topping the market’s revenue expectations, but sales fell by 8.9% year on year to $261.4 million. On the other hand, the company’s full-year revenue guidance of $975 million at the midpoint came in 1.2% below analysts’ estimates. Its non-GAAP profit of $0.44 per share was 45% above analysts’ consensus estimates.
OMCL Q1 Earnings Call: Revenue Tops Expectations but Tariff Headwinds Pressure Profit OutlookHealthcare tech company Omnicell (
NASDAQ:OMCL) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 9.6% year on year to $269.7 million. On the other hand, next quarter’s revenue guidance of $275 million was less impressive, coming in 0.7% below analysts’ estimates. Its non-GAAP profit of $0.26 per share was 27.1% above analysts’ consensus estimates.
NPO Q1 Earnings Call: Margin Expansion and End Market Diversification Support 2025 OutlookIndustrial technology solutions provider EnPro Industries (
NYSE:NPO) announced better-than-expected revenue in Q1 CY2025, with sales up 6.1% year on year to $273.2 million. On the other hand, the company’s full-year revenue guidance of $0.04 at the midpoint came in 100% below analysts’ estimates. Its non-GAAP profit of $1.90 per share was 14% above analysts’ consensus estimates.
ATKR Q1 Earnings Call: Tariffs and Data Center Demand Shape Outlook Amid Volume RecoveryElectrical safety company Atkore (
NYSE:ATKR) reported Q1 CY2025 results topping the market’s revenue expectations, but sales fell by 11.5% year on year to $701.7 million. Its non-GAAP profit of $2.04 per share was 19.2% above analysts’ consensus estimates.
MD Q1 Earnings Call: Cost Discipline, Portfolio Restructuring Drive Outperformance Amid Industry UncertaintyPediatric healthcare provider Pediatrix Medical Group (
NYSE:MD) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 7.4% year on year to $458.4 million. Its non-GAAP profit of $0.33 per share was 38.3% above analysts’ consensus estimates.
KBR Q1 Earnings Call: Revenue Misses, Strong Profitability, and Guidance ReaffirmedGovernment and sustainable technology solutions company KBR (
NYSE:KBR) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 13% year on year to $2.06 billion. On the other hand, the company’s full-year revenue guidance of $8.9 billion at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $0.98 per share was 13.7% above analysts’ consensus estimates.
WAT Q1 Earnings Call: Instrument Demand and Targeted Pricing Drive Outperformance; Guidance Raised Amid Tariff MitigationScientific instruments company Waters Corporation (
NYSE:WAT) announced better-than-expected revenue in Q1 CY2025, with sales up 3.9% year on year to $661.7 million. Guidance for next quarter’s revenue was better than expected at $751 million at the midpoint, 0.8% above analysts’ estimates. Its non-GAAP profit of $2.25 per share was 1.2% above analysts’ consensus estimates.
BALL Q1 Earnings Call: Outperformance Driven by Global Volume Growth and Operational EfficiencyPackaging manufacturer Ball (
NYSE:BLL) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 7.8% year on year to $3.1 billion. Its non-GAAP profit of $0.76 per share was 8.4% above analysts’ consensus estimates.
DCO Q1 Earnings Call: Defense Growth Offsets Commercial Aerospace Weakness, Margin Expansion ContinuesAerospace and defense company Ducommun (
NYSE:DCO) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 1.7% year on year to $194.1 million. Its non-GAAP profit of $0.83 per share was 18.5% above analysts’ consensus estimates.
MWA Q1 Earnings Call: Pricing Actions, Tariff Impacts, and Operational Shifts Drive OutlookWater infrastructure products manufacturer Mueller Water Products reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 3.1% year on year to $364.3 million. The company’s full-year revenue guidance of $1.4 billion at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $0.34 per share was 10% above analysts’ consensus estimates.
ACEL Q1 Earnings Call: Local Market Growth, New Racino Launch, and CFO Transition Highlight QuarterSlot machine and terminal operator Accel Entertainment (
NYSE:ACEL) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 7.3% year on year to $323.9 million. Its non-GAAP profit of $0.23 per share was 17.8% above analysts’ consensus estimates.
JELD Q1 Earnings Call: Revenue Beats Expectations Amid Market and Tariff HeadwindsBuilding products manufacturer JELD-WEN (
NYSE:JELD) announced better-than-expected revenue in Q1 CY2025, but sales fell by 19.1% year on year to $776 million. Its non-GAAP loss of $0.17 per share was 11.6% above analysts’ consensus estimates.
BFAM Q1 Earnings Call: Enrollment Gains and Margin Expansion Amid Mixed Demand SignalsChild care and education company Bright Horizons (
NYSE:BFAM) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 6.9% year on year to $665.5 million. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $2.89 billion at the midpoint. Its non-GAAP profit of $0.77 per share was 19.8% above analysts’ consensus estimates.
PRIM Q1 Earnings Call: Utilities and Renewables Segments Drive Outperformance Amid Ongoing Policy UncertaintyInfrastructure construction company Primoris (
NYSE:PRIM) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 16.7% year on year to $1.65 billion. Its non-GAAP profit of $0.98 per share was 49.2% above analysts’ consensus estimates.
IPAR Q1 Earnings Call: Brand Mix and Supply Chain Flexibility Offset Tariff ConcernsFragrance and perfume company Inter Parfums (
NASDAQ:IPAR) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 4.6% year on year to $338.8 million. The company expects the full year’s revenue to be around $1.51 billion, close to analysts’ estimates. Its GAAP profit of $1.32 per share was 18.1% above analysts’ consensus estimates.
MYPS Q1 Earnings Call: PLAYSTUDIOS Targets Sweepstakes Entry Amid Ongoing User DeclinesDigital casino game platform PlayStudios (
NASDAQ:MYPS) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 19.4% year on year to $62.71 million. On the other hand, the company’s full-year revenue guidance of $260 million at the midpoint came in 1% above analysts’ estimates. Its non-GAAP profit of $0.02 per share was in line with analysts’ consensus estimates.
RRX Q1 Earnings Call: Tariff Mitigation and Automation Momentum Drive Guidance ReaffirmationIndustrials products and automation company Regal Rexnord (
NYSE:RRX). reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales fell by 8.4% year on year to $1.42 billion. Its non-GAAP profit of $2.15 per share was 17.7% above analysts’ consensus estimates.
IAC Q1 Earnings Call: Revenue Misses, Cost Discipline Drives Margin RecoveryDigital media conglomerate IAC (NASDAQGS:IAC) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 8.6% year on year to $570.5 million. Its non-GAAP loss of $2.73 per share was 38.9% above analysts’ consensus estimates.
BCC Q1 Earnings Call: Revenue Beats, Margins Impacted by Housing Market and Facility OutageBuilding products company Boise Cascade Company (
NYSE:BCC) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 6.6% year on year to $1.54 billion. Its non-GAAP profit of $1.06 per share was 17.8% below analysts’ consensus estimates.
CLX Q1 Earnings Call: Clorox Cites Category Weakness, Maintains Full-Year Margin GuidanceConsumer products giant Clorox (
NYSE:CLX) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 8% year on year to $1.67 billion. Its non-GAAP profit of $1.45 per share was 6.9% below analysts’ consensus estimates.
BWXT Q1 Earnings Call: Strong Revenue Beat and Contract Wins Offset Margin PressuresAerospace and defense company BWX (
NYSE:BWXT) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 13% year on year to $682.3 million. On the other hand, the company’s full-year revenue guidance of $3 billion at the midpoint came in 1.1% below analysts’ estimates. Its non-GAAP profit of $0.91 per share was 19.6% above analysts’ consensus estimates.
AL Q1 Earnings Call: Higher Lease Rates and Insurance Recoveries Drive Earnings BeatAircraft leasing company Air Lease Corporation (
NYSE:AL) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 11.3% year on year to $738.3 million. Its non-GAAP profit of $2.19 per share was 85.2% above analysts’ consensus estimates.
EVER Q1 Earnings Call: Revenue Growth Outpaces Expectations, Profitability LagsOnline insurance comparison site EverQuote (
NASDAQ:EVER) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 83% year on year to $166.6 million. The company expects next quarter’s revenue to be around $157.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.34 per share was 31.5% below analysts’ consensus estimates.
CORT Q1 Earnings Call: Pharmacy Disruptions Overshadow Prescription Growth, Guidance ReaffirmedBiopharma company Corcept Therapeutics (
NASDAQ:CORT) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 7.1% year on year to $157.2 million. On the other hand, the company’s full-year revenue guidance of $925 million at the midpoint came in 2.2% above analysts’ estimates. Its non-GAAP profit of $0.17 per share was 19.3% above analysts’ consensus estimates.
ACM Q1 Earnings Call: Margins Improve Despite Revenue Decline; Guidance Edges UpInfrastructure consulting service company AECOM (
NYSE:ACM) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 4.4% year on year to $3.77 billion. Its non-GAAP profit of $1.25 per share was 4.8% above analysts’ consensus estimates.
