Core Insights - Gartner, Inc. reported first-quarter 2025 results with adjusted earnings per share of $2.98, surpassing the Zacks Consensus Estimate by 9.6% and increasing 1.7% year-over-year. Revenues of $1.5 billion met the consensus estimate and improved 4.2% year-over-year [1] Revenue Segments - Research segment revenues were $1.3 billion, up 4.2% year-over-year on a reported basis and 5.8% on a foreign-currency-neutral basis, with a gross contribution margin of 74.5%, resulting in a gross contribution of $985 million [2] - Consulting segment revenues reached $140 million, growing 3.7% year-over-year on a reported basis and 5.3% on a foreign-currency-neutral basis, with a gross contribution margin of 38.2%, leading to a gross contribution of $53 million [3] - Conferences' revenues totaled $73 million, gaining 3.6% year-over-year on a reported basis and 5.4% on a foreign-currency-neutral basis, with a gross contribution margin of 37.7%, resulting in a gross contribution of $27 million [3] Operating Performance - Adjusted EBITDA for the quarter was $385 million, showing a marginal increase from the year-ago quarter on a reported basis and a 2.9% increase on a foreign-currency-neutral basis [4] Balance Sheet & Cash Flow - At the end of the quarter, Gartner had $2 billion in cash and cash equivalents, up from $1.9 billion in the previous quarter. Long-term debt remained flat at $2.5 billion. Operating cash flow was $313.5 million, with free cash flow utilized at $288 million and capital expenditure totaling $26 million [5] 2025 Outlook - For 2025, Gartner has lowered its total revenue guidance to at least $6.54 billion from the previous estimate of $6.56 billion, which is still above the Zacks Consensus Estimate of $6.51 billion. The adjusted earnings per share guidance was raised to at least $11.70 from $11.45, but remains below the Zacks Consensus Estimate of $12.18 [6] - The adjusted EBITDA guidance has been increased to at least $1.53 billion from $1.51 billion, and free cash flow guidance has been raised to at least $1.15 billion from $1.14 billion [7]

Core Insights - Neurocrine Biosciences Inc. reported better-than-expected first-quarter 2025 earnings, with adjusted EPS of 70 cents, surpassing the consensus estimate of 54 cents, but lower than the $1.20 reported a year ago [1] - The company reported sales of $572.6 million, an increase from $515.3 million a year ago, but missed the consensus of $559.3 million [1] Ingrezza Performance - Ingrezza's first-quarter 2025 net product sales were $545 million, reflecting an 8% year-over-year growth driven by strong patient demand and improved gross-to-net dynamics [2] - Neurocrine reaffirmed its 2025 Ingrezza sales guidance of $2.5 billion to $2.6 billion [3] Analyst Commentary - Analysts view Ingrezza as a leading treatment for tardive dyskinesia (TD), highlighting its once-daily dosing and lack of severe FDA warnings, along with 14 years of potential patent protection [4] - The positive performance of Crenessity indicates strong sales efforts, with early metrics showing significant interest in the orphan disease therapy [5] - Stock price for Neurocrine Biosciences increased by 14% to $125.07 following the earnings report [5] Analyst Ratings and Price Targets - Needham maintains a Buy rating, raising the price target from $138 to $139 [6] - Canaccord Genuity also maintains a Buy rating, increasing the price target from $158 to $160 [6] - UBS keeps a Buy rating, raising the price target from $137 to $152 [6] - BMO Capital maintains a Market Perform rating, increasing the price target from $96 to $115 [6] - Guggenheim maintains a Buy rating, raising the price target from $155 to $165 [6]

Core Viewpoint - OGE Energy Corp. reported strong first-quarter 2025 results, with significant increases in earnings and revenues compared to the previous year, indicating robust operational performance and growth potential [1][4]. Financial Performance - First-quarter 2025 earnings per share were 31 cents, exceeding the Zacks Consensus Estimate of 22 cents by 40.9% and improving 244.4% from 9 cents in the prior-year quarter [1]. - Operating revenues reached $747.7 million, a 25.3% increase from $596.8 million in the prior-year quarter, and surpassed the Zacks Consensus Estimate of $693 million by 8% [1]. - Net income for the first quarter was $62.7 million, up 237.1% from $18.6 million in the prior-year quarter [4]. Operational Highlights - Total sales in the reported quarter were 8.2 million megawatt-hours (MWh), an increase from 7.4 MWh in the prior-year quarter [2]. - The customer count rose by 1% to 908,851 [2]. - The cost of fuel, purchased power, and direct transmission increased by 39.6% to $324 million from $232.2 million in the prior-year quarter [2]. Expense Management - Total operating expenses for the first quarter slipped 0.1% to $290.4 million, mainly due to lower operation and maintenance expenses [3]. - Operating income totaled $133.3 million, an increase of 80.1% from $74 million in the year-ago quarter [3]. - Interest expenses rose to $67.3 million, up 11.8% from $60.2 million recorded a year ago [3]. Segment Performance - The OG&E segment's net income was $71 million, up 181.7% from $25.2 million in the prior-year period, driven by higher operating revenues and lower expenses [4]. - The Other Operations unit reported a net loss of $8.3 million, wider than the previous year's loss of $6.6 million, attributed to higher interest expenses [5]. Financial Position - As of March 31, 2025, cash and cash equivalents were $26.9 million, compared to $0.6 million as of December 31, 2024 [6]. - Long-term debt increased to $5.12 billion from $5.02 billion as of December 31, 2024 [6]. - Cash generated from operating activities was $15.9 million, down from $83 million in the prior-year period [6]. Guidance - OGE Energy reiterated its 2025 earnings per share guidance, expecting a range of $2.21 to $2.33, with the Zacks Consensus Estimate at $2.27 [7].

The Clorox Company (CLX) reported third-quarter fiscal 2025 results, wherein both top and bottom lines missed the Zacks Consensus Estimate and declined on a year-over-year basis.Clorox’s results highlight the impact of ongoing economic uncertainty, which led to shifts in consumer shopping habits, temporary slowdowns in certain product categories, and lower overall sales. Despite these headwinds, the company maintained strong fundamentals by holding market share, expanding profit margins, and continuing to i ...

TreeHouse Foods, Inc. (THS) reported first-quarter 2025 results with the top and bottom lines surpassing the Zacks Consensus Estimate. Although net sales declined year over year amid economic headwinds, the company’s earnings improved. Management maintained its full-year guidance.TreeHouse Foods’ Quarterly Performance: Key InsightsTreeHouse Foods posted adjusted earnings of 3 cents per share, surpassing the Zacks Consensus Estimate, which was pegged at a loss of 21 cents. The bottom line improved from a los ...

Expedia Group (EXPE) is scheduled to report its first-quarter 2025 results on May 8.The Zacks Consensus Estimate for EXPE’s first-quarter 2025 revenues is currently pegged at $3.03 billion, indicating a 4.76% increase from the year-ago quarter’s reported figure.The consensus mark for earnings is pinned at 42 cents per share, which has been revised downward by 2 cents over the past 30 days. The figure suggests a 100% increase from the year-ago reported figure.EXPE surpassed the Zacks Consensus Estimate for e ...

Core Insights - Marriott International, Inc. reported first-quarter 2025 results with adjusted earnings exceeding estimates while revenues fell short, indicating a mixed performance despite year-over-year growth [1][3]. Financial Performance - Adjusted earnings per share (EPS) for Q1 2025 were $2.32, surpassing the Zacks Consensus Estimate of $2.27, and up from $2.13 in the prior-year quarter [3]. - Quarterly revenues reached $6,263 million, slightly below the consensus mark of $6,275 million, but represented a 5% increase year-over-year [3]. - Base management and franchise fees were $325 million and $746 million, respectively, reflecting year-over-year increases of 4% and 8% [4]. - Incentive management fees decreased by 2% to $204 million compared to $209 million in the prior-year quarter [4]. Operational Metrics - RevPAR for worldwide comparable system-wide properties increased by 5.2% year-over-year, supported by a 3.4% rise in average daily rate (ADR) and a 1.2% increase in occupancy [5]. - Comparable system-wide RevPAR in the Asia Pacific (excluding China) rose by 10.6% year-over-year, while Greater China experienced a decline of 2.1% [5][6]. - Total expenses decreased by 4% year-over-year to $5.31 billion, attributed to a decline in reimbursed expenses [6]. Development and Growth - The company achieved a record of over 34,000 room signings in Q1 2025, with nearly two-thirds in international markets, and conversions accounted for about one-third of new signings and openings [2]. - As of the end of Q1, Marriott's development pipeline included 3,808 hotels, with 1,447 properties and over 244,000 rooms under construction [9]. Future Outlook - For Q2 2025, management anticipates gross fee revenues between $1.38 billion and $1.39 billion, with adjusted EBITDA expected to range from $1.37 billion to $1.39 billion [10]. - The company projects worldwide system-wide RevPAR growth of 1.5-3.5% year-over-year for 2025, a revision from the previous estimate of 2-4% [10]. - For the full year 2025, gross fee revenues are expected to be between $5.37 billion and $5.48 billion, with adjusted EBITDA projected between $5.3 billion and $5.4 billion [11].

Core Insights - Global Payments reported revenue of $2.2 billion for the quarter ended March 2025, reflecting a 1% increase year-over-year and matching the Zacks Consensus Estimate, with an EPS of $2.82, up from $2.59 in the previous year [1] - The company achieved an EPS surprise of +4.83%, exceeding the consensus estimate of $2.69 [1] Revenue Performance - Non-GAAP Revenues from Merchant Solutions reached $1.69 billion, slightly above the $1.68 billion estimate, marking a +0.5% year-over-year change [4] - Non-GAAP Revenues from Issuer Solutions were reported at $528.82 million, surpassing the $528.21 million estimate, with a +2.6% change compared to the previous year [4] - Revenues from Issuer Solutions totaled $620.73 million, exceeding the $607.50 million estimate, representing a +3% year-over-year increase [4] - Revenues from Merchant Solutions were $1.81 billion, slightly below the $1.82 billion estimate, indicating a -1.4% year-over-year change [4] Operating Income Analysis - Non-GAAP Operating Income for Merchant Solutions was $808.95 million, above the $802.11 million estimate [4] - Non-GAAP Operating Income for Issuer Solutions was $244.94 million, slightly below the $246.04 million estimate [4] - Operating Income for Merchant Solutions was reported at $614.10 million, exceeding the $599.26 million estimate [4] - Operating Income for Corporate was -$256.53 million, worse than the -$215.98 million estimate [4]

Core Insights - Marriott International reported $6.26 billion in revenue for Q1 2025, a year-over-year increase of 4.8% [1] - The EPS for the same period was $2.32, compared to $2.13 a year ago, with a surprise of +2.20% against the consensus estimate of $2.27 [1] Financial Performance Metrics - Revenue from owned/leased rooms was 14,312, slightly above the average estimate of 14,214 [4] - Managed rooms totaled 567,896, below the estimated 587,915 [4] - Franchised rooms reached 1,120,634, exceeding the estimate of 1,102,261 [4] - REVPAR growth rate was 4.1%, surpassing the average estimate of 2.7% [4] - Gross fee revenues were $1.28 billion, above the estimate of $1.25 billion, reflecting a +5.4% change year-over-year [4] - Net fee revenues were $1.25 billion, compared to the average estimate of $1.23 billion, marking a +5.1% year-over-year change [4] - Franchise fees amounted to $746 million, exceeding the estimate of $727.37 million, with an +8.4% year-over-year change [4] - Base management fees were $325 million, slightly above the average estimate of $319.23 million, representing a +3.8% change year-over-year [4] Stock Performance - Marriott shares returned +15.9% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Sealed Air reported revenue of $1.27 billion for Q1 2025, a decrease of 4.3% year-over-year, but slightly above the Zacks Consensus Estimate of $1.27 billion, resulting in a surprise of +0.26% [1] - The company's EPS for the quarter was $0.81, an increase from $0.78 in the same quarter last year, with a significant EPS surprise of +20.90% compared to the consensus estimate of $0.67 [1] Financial Performance - Net Sales in the Food segment were $852.10 million, slightly below the estimated $854.65 million, reflecting a year-over-year decline of -1.9% [4] - Net Sales in the Protective segment were $420.40 million, exceeding the average estimate of $417.02 million, but showing a year-over-year decrease of -8.9% [4] - Adjusted EBITDA for the Food segment was reported at $202.70 million, surpassing the estimate of $191.56 million [4] - Adjusted EBITDA for Corporate expenses and unallocated costs was -$0.30 million, better than the estimated -$3.34 million [4] - Adjusted EBITDA for the Protective segment was $73.90 million, slightly above the average estimate of $72 million [4] Market Performance - Sealed Air's shares have returned +14% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]