Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Harmony Biosciences Holdings, Inc. (HRMY) , which belongs to the Zacks Medical - Biomedical and Genetics industry, could be a great candidate to consider.This company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 19.15%.Fo ...

Apple faces possible criminal charges after a federal judge ruled the tech giant violated an antitrust order related to App Store restrictions — and singled out CEO Tim Cook for allegedly rejecting his deputies’ advice to comply with the ruling.In an explosive decision Wednesday, US District Judge Yvonne Gonzalez Rogers wrote that Cook “chose poorly” when he directed his charges to allegedly defy a court order in connection with Apple’s long-running dispute with Epic Games.The “Fortnite” maker accused Apple ...

LXP Industrial Trust (NYSE:LXP) Q1 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Heather Gentry - Investor Relations Will Eglin - Chief Executive Officer Brendan Mullinix - Chief Investment Officer James Dudley - Executive Vice President Nathan Brunner - CFO Conference Call Participants James Kammert - Evercore John Petersen - Jefferies James Kammert - Evercore ISI Operator Good morning. My name is Aaron, and I will be your conference operator for today. At this time, I would lik ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Core Points - FirstEnergy Corp. is actively working to restore power to approximately 150,000 customers who remain without service after a severe storm impacted 380,000 customers on April 29, 2025 [1][2] - The storm is noted as the second worst on record since 2009 in western Pennsylvania, with wind speeds reaching 110-120 mph, causing extensive damage [2] - Over 4,750 resources are deployed 24/7 to restore power, with additional severe weather expected to potentially hinder restoration efforts [1][2] Outage Details - As of the latest update, power has been restored to more than 275,000 customers, with ongoing efforts to restore service to those still affected [1] - Specific outage numbers include approximately 197,000 customers in the West Penn Power area, 107,400 in the Penelec area, 13,600 in the Penn Power area, and 36,300 in the Mon Power area [5] - Estimated times for restoration (ETR) vary by county, with many customers expected to have power restored by May 3 or May 4 [6][7] Restoration Process - FirstEnergy follows a structured restoration process, prioritizing repairs that will benefit the largest number of customers first, including critical facilities [10] - The restoration efforts begin with transmission and substation facilities before addressing isolated issues affecting individual customers [11] - Customers can check their specific outage status and ETR through FirstEnergy's online platforms [12] Customer Support - Free water and ice are being provided to customers without power, available at participating stores [9] - Customers can report outages via phone or text, and are encouraged to prioritize safety during restoration efforts [8][2]

Core Insights - CommScope Holding Company, Inc. (COMM) reported strong first-quarter 2025 results, with both revenue and net income exceeding Zacks Consensus Estimates, driven by solid demand across all segments and a focus on innovation and strategic expansion [1][2]. Financial Performance - Net income on a GAAP basis for the March quarter was $767.1 million, or $2.88 per share, compared to a net loss of $349.7 million, or a loss of $1.65 per share, in the same quarter last year, supported by top-line growth, tax benefits, and portfolio optimization [2]. - Non-GAAP net income was $38.6 million, or 14 cents per share, compared to a net loss of $50.8 million, or 24 cents per share, in the prior-year quarter, beating the Zacks Consensus Estimate by 6 cents [3]. - Revenues for the quarter were $1.1 billion, up from $900.9 million a year ago, surpassing the Zacks Consensus Estimate by $5 million [3]. Segment Performance - Connectivity and Cable Solutions segment revenues increased by 19.7% to $724.1 million from $604.7 million year over year, driven by strong demand in the Enterprise business [4]. - Networking, Intelligent Cellular, and Security Solutions segment sales rose 50.7% year over year to $163.1 million, fueled by demand for Ruckus and Small Cell solutions [4]. - Access Network Solutions (ANS) segment revenues were $225 million, up from $188 million in the prior year, reflecting a 19.7% year-over-year growth due to high demand for Access Technologies [4]. Regional Performance - Revenues in the United States increased by 30.1% year over year to $767.6 million [5]. - Europe, the Middle East, and Africa reported revenues of $146.2 million, up 8.6% year over year [5]. - Asia Pacific revenues were $113.2 million, up 2.8% year over year [5]. - Caribbean and Latin American revenues fell by 1.1% year over year to $43.7 million, while revenues from Canada increased by 86.9% year over year to $41.5 million [5]. Operational Metrics - Gross profit improved to $468.6 million from $295.1 million in the year-ago quarter [6]. - Total operating expenses decreased to $343.3 million from $359.4 million in the prior year [6]. - Operating income totaled $134 million compared to a loss of $54.7 million in the year-ago quarter [6]. - Non-GAAP adjusted EBITDA was $240.3 million, up from $84.1 million a year ago [6]. Cash Flow and Liquidity - In the first quarter, CommScope utilized $186.9 million in cash for operations, compared to $177.7 million in the prior year [7]. - As of March 31, 2025, the company had $493.3 million in cash and cash equivalents, with long-term debt of $7.24 billion [7]. Outlook - For the full year, management expects adjusted EBITDA in the range of $995-$1,045 million [8]. - Core operating income is anticipated to be between $629-665 million [8]. - Core adjusted EBITDA (excluding the OWN segment and the DAS business unit) is forecasted to be between $1 billion and $1.05 billion [8].

Core Insights - Aptiv PLC reported better-than-expected first-quarter 2025 results with adjusted earnings of $1.69 per share, beating the Zacks Consensus Estimate by 9% and increasing 45.7% year over year [1] - Revenues for the quarter were $4.80 billion, surpassing the Zacks Consensus Estimate by 0.4% but decreasing 1.6% year over year [1] Revenue Performance - Adjusted revenues declined 1% year over year, with specific declines of 4% in Europe, 2% in North America, and 3% in South America, while Asia saw a growth of 5%, including a 2% increase in China [1] - The Electrical Distribution Systems and Engineered Components Group reported revenues of $2 billion and $1.6 billion, declining 3% and 1% year over year, respectively [2] - The Advanced Safety and User Experience segment's revenues remained flat at $1.4 billion year over year [2] Operating Income and Margins - Adjusted operating income was $572 million, up 5.2% from the previous year, with an adjusted operating income margin of 11.9%, an increase of 80 basis points year over year [2] Cash Flow and Debt - At the end of the quarter, Aptiv had cash and cash equivalents of $1.1 billion, down from $1.6 billion in the previous quarter, while long-term debt decreased from $7.8 billion to $7.6 billion [3] - The company generated $273 million in cash from operating activities, compared to $244 million in the first quarter of 2024 [3] Future Outlook - For Q2 2025, Aptiv expects revenues between $4.92 billion and $5.12 billion, and adjusted EPS between $1.7 and $1.9, both higher than current Zacks Consensus Estimates [4] - For the full year 2025, revenues are expected to be between $19.6 billion and $20.4 billion, with adjusted EPS between $7 and $7.6, also above current estimates [5] - The adjusted operating income margin for 2025 is anticipated between 11.9% and 12.3%, with capital expenditure expected to be $880 million [5]

Core Insights - Waste Connections, Inc. (WCN) reported strong first-quarter 2025 results, with earnings and revenues exceeding Zacks Consensus Estimates [1][2] - Despite the earnings beat, the stock price has not shown significant movement since the results were released on April 23 [1] Financial Performance - Adjusted earnings per share were $1.13, surpassing the Zacks Consensus Estimate by 5.6% and increasing 8.7% year over year [2] - Revenues reached $2.2 billion, slightly beating consensus estimates and growing 7.5% from the previous year [2] - The stock has appreciated 11.6% over the past six months, outperforming the industry’s 5.5% increase and the S&P 500’s 1.8% decline [2] Segment Performance - Solid Waste Collection segment revenues grew 7% year over year to $1.6 billion, exceeding estimates [3] - Solid Waste Disposal and Transfer segment revenues increased marginally to $658 million but fell short of projections [3] - Solid Waste Recycling segment revenues surged 25.1% year over year to $61.3 million, beating estimates [4] - Intermodal and Other segment revenues rose 54% to $150.9 million, significantly surpassing projections [4] - E&P Waste Treatment, Recovery and Disposal segment revenues declined 6% to $46.5 million, missing estimates [4] Operating Results - Adjusted EBITDA for the quarter was $712.2 million, up 9.5% year over year, with an adjusted EBITDA margin of 32%, an increase of 60 basis points [5] - Operating income was $390.2 million, compared to $366.8 million in the previous year [5] Balance Sheet & Cash Flow - Cash and cash equivalents at the end of the quarter were $111.2 million, up from $62.4 million in the previous quarter [6] - Long-term debt increased to $8.4 billion from $6.7 billion [6] - Cash generated from operating activities was $541.5 million, with adjusted free cash flow of $332.1 million [7] - Capital expenditures totaled $212.5 million, and dividends paid amounted to $81.5 million [7] Outlook - For Q2 2025, Waste Connections anticipates revenues between $2.37 billion and $2.40 billion, with a consensus estimate of $2.40 billion [8] - Expected adjusted EBITDA for Q2 is between $777 million and $785 million, with an anticipated EBITDA margin of 32.7% [8]

Core Viewpoint - FormFactor reported strong first-quarter 2025 results, with non-GAAP earnings surpassing estimates and a positive outlook for the second quarter, despite some revenue declines in specific segments [1][2][9]. Financial Performance - Non-GAAP earnings for Q1 2025 were 23 cents per share, exceeding the Zacks Consensus Estimate by 21.05% and increasing 27.8% year over year [1]. - Revenues reached $171.4 million, beating the Zacks Consensus Estimate by 0.79% and showing a year-over-year increase of 1.6%, although there was a sequential decline of 9.6% [1][2]. Segment Revenue Details - Probe card revenues were $136.6 million, down 0.1% year over year, primarily due to lower DRAM and Flash revenues [2]. - Foundry and Logic revenues accounted for 49.8% of total revenues at $85.3 million, down 1.7% year over year [3]. - DRAM revenues increased by 6.5% year over year to $48.9 million, while Flash revenues fell 40% to $2.4 million [3]. - Systems revenues rose 8.7% year over year to $34.8 million [3]. Geographic Revenue Performance - Revenues from Malaysia, Taiwan, Japan, and Singapore increased significantly, with growth rates of 36.8%, 51.8%, 21.2%, and 29.2% year over year, respectively [4]. - Conversely, revenues from the United States, South Korea, China, Europe, and the rest of the world saw declines of 12%, 14.8%, 12.8%, 11.4%, and 25.9% year over year, respectively [4]. Operating Results - The gross margin improved by 50 basis points year over year to 39.2% [5]. - Non-GAAP operating expenses decreased by 4% year over year to $50.2 million, with operating expenses as a percentage of revenues down 170 basis points to 29.3% [5]. - The non-GAAP operating margin increased by 220 basis points year over year to 9.9% [5]. Balance Sheet & Cash Flow - As of March 29, 2025, cash and cash equivalents, along with marketable securities, totaled $299.0 million, down from $360 million as of December 28, 2024 [6]. - Cash generated from operating activities was $23.5 million, a decrease from $35.9 million in the previous quarter [6]. - Free cash flow for the first quarter was $6.3 million, down from $28.8 million in the prior quarter, attributed to reduced operating cash flows and increased capital expenditure [7]. Future Outlook - FormFactor anticipates second-quarter 2025 revenues of $190 million (plus-or-minus $5 million), which is a 6.10% decline from the year-ago quarter [10]. - The company expects a non-GAAP gross margin of 40% (plus-or-minus 1.5%) and earnings of 30 cents per share (plus-or-minus 4 cents), indicating a 22.86% decline from the year-ago quarter [11]. - The company remains optimistic about long-term growth, driven by trends in advanced packaging, high-bandwidth memory, and co-packaged optics [9].

Core Viewpoint - Franklin Financial Services Corporation (FRAF) has shown resilience in its stock performance despite a recent decline, reflecting renewed investor confidence driven by solid quarterly results [1] Earnings & Revenue Performance - The company reported a first-quarter 2025 net income of $3.9 million, or 88 cents per diluted share, a 16.7% increase from $3.4 million, or 77 cents per share, in the first quarter of 2024 [2] - Total revenue increased, with net interest income rising 15.2% to $15.6 million from $13.6 million year-over-year, and non-interest income improving 8.9% to $4.6 million, primarily due to higher wealth management fees [3] Balance Sheet Expansion - Total assets grew 12.2% year-over-year to $2.26 billion as of March 31, 2025, with net loans increasing 14% to $1.44 billion, driven by commercial real estate loans [4] - Deposit balances expanded 19.8% year-over-year to $1.87 billion, with significant growth in money management and non-interest-bearing checking accounts [5] Management Commentary - Outgoing CEO Tim Henry attributed the improved performance to previous groundwork, including infrastructure development and disciplined balance sheet management [6] - Henry expressed satisfaction with the strong first-quarter results and emphasized ongoing efforts to enhance efficiency and profitability [7] Performance Drivers - Loan growth of $57.3 million from the end of 2024 necessitated a provision for credit losses of $779,000, reflecting a cautious lending posture consistent with rising loan balances [8] - The yield on interest-earning assets improved to 5.25% from 5.03%, while the cost of interest-bearing liabilities increased to 2.64%, compressing spreads [8] Expense Management - Non-interest expenses rose 9.7% year-over-year to $14.6 million due to higher salaries, data processing, and FDIC insurance costs, but the bank's efficiency remains manageable relative to income generation [9] Dividend and Shareholder Value - The company declared a dividend of 33 cents per share for the second quarter, a 3.1% increase from the first quarter, indicating management's confidence in sustained earnings [10] - An open market repurchase plan for up to 150,000 shares was authorized, reflecting management's intent to enhance shareholder value [12] Future Outlook - With a stable capital base, a growing asset portfolio, and a disciplined expense structure, Franklin Financial is well-positioned for continued growth under new leadership [13]