Company Performance - Mondelez reported quarterly earnings of $0.74 per share, exceeding the Zacks Consensus Estimate of $0.65 per share, but down from $0.95 per share a year ago [1] - The earnings surprise for this quarter was 13.85%, while the previous quarter saw a surprise of -1.52% [2] - The company posted revenues of $9.31 billion for the quarter ended March 2025, slightly missing the Zacks Consensus Estimate by 0.21%, and showing a year-over-year increase from $9.29 billion [3] Stock Movement and Outlook - Mondelez shares have increased approximately 9% since the beginning of the year, contrasting with a -6% decline in the S&P 500 [4] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.66 for the upcoming quarter and $2.90 for the current fiscal year [5][8] - The estimate revisions trend for Mondelez is currently favorable, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [7] Industry Context - Mondelez operates within the Zacks Food - Miscellaneous industry, which is currently ranked in the top 34% of over 250 Zacks industries [9] - Historical data suggests that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [9]

Caesars Entertainment (CZR) came out with a quarterly loss of $0.54 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to loss of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -184.21%. A quarter ago, it was expected that this casino and resort operator would post a loss of $0.15 per share when it actually produced earnings of $0.05, delivering a surprise of 133.33%.Over the last four quart ...

Builders FirstSource, Inc. (BLDR) is slated to report first-quarter 2025 results on May 1, before market open.In the last reported quarter, the company’s adjusted earnings per share (EPS) surpassed the Zacks Consensus Estimate, but net sales missed the same. On a year-over-year basis, both the top and bottom lines tumbled 8% and 34.9%, respectively.BLDR’s earnings topped the consensus mark in three of the trailing four quarters and missed on the remaining occasion, with the average surprise being 5.9%.Trend ...

Core Viewpoint - Royal Caribbean Cruises Ltd. (RCL) reported mixed first-quarter 2025 results, with adjusted earnings exceeding expectations while revenues fell short, although both metrics showed year-over-year growth [1][3]. Financial Performance - Adjusted earnings per share (EPS) for Q1 2025 were $2.71, surpassing the Zacks Consensus Estimate of $2.53 by 7.1%, compared to $1.77 in the prior-year quarter [3]. - Quarterly revenues reached $4 billion, missing the consensus mark by 0.2%, but up 7.3% from $3.72 billion year-over-year [3]. - Passenger ticket revenues increased to $2.74 billion from $2.54 billion in the prior-year quarter, aligning with estimates [4]. - Onboard and other revenues rose to $1.26 billion from $1.19 billion year-over-year, exceeding estimates [4]. - Total cruise operating expenses were $2.08 billion, up 1.1% year-over-year, below estimates [4]. Cost and Yield Metrics - Net yields increased by 5.6% on a constant currency basis and 4.7% on a reported basis compared to Q1 2024 [5]. - Net cruise costs, excluding fuel, per Available Passenger Cruise Day (APCD) decreased by 0.1% on a constant currency basis and 0.3% on a reported basis year-over-year [5]. Balance Sheet and Cash Flow - As of March 31, 2025, cash and cash equivalents were $386 million, slightly down from $388 million at the end of 2024 [6]. - Long-term debt decreased to $17.99 billion from $18.47 billion at the end of 2024, with the current portion of long-term debt also declining [6]. Booking Trends - The company experienced strong booking trends during the WAVE season, with April bookings surpassing the same period last year [7]. - Customer deposits as of March 31, 2025, were $6.33 billion, up from $5.5 billion in the prior-year period [8]. Management Outlook - Management expressed optimism regarding ongoing consumer enthusiasm for new offerings, which is expected to drive yield growth throughout 2025 [9]. - For Q2 2025, the company anticipates adjusted EPS between $4 and $4.10, with net yields projected to increase by 4.4-4.9% on a reported basis [10][11]. - For the full year 2025, adjusted EPS is expected to be between $14.55 and $15.55, an increase from previous expectations [12].

Core Viewpoint - LendingTree, Inc. (TREE) is expected to report year-over-year growth in revenues and earnings for the first quarter of 2025, with a consensus estimate of 74 cents per share and revenues of $244 million, reflecting increases of 5.7% and 45.3% respectively [4][5]. Financial Performance - In the last reported quarter, TREE's adjusted net income per share exceeded the Zacks Consensus Estimate, driven by revenue growth, although total costs increased [2]. - TREE has a strong earnings surprise history, beating estimates in three of the last four quarters with an average surprise of 64.76% [2]. Revenue Estimates - The consensus estimate for TREE's first-quarter 2025 revenues is $244 million, indicating a year-over-year rise of 45.3% [5]. - The Home segment is expected to generate revenues of $35 million, a 16.7% increase year-over-year [8]. - The Consumer segment is projected to see revenues of $57 million, suggesting a 9.6% year-over-year rise [10]. - The Insurance segment is anticipated to achieve revenues of $152.7 million, reflecting a significant year-over-year surge of 77.8% [12]. Growth Drivers - TREE is well-positioned for growth, with strong performance in the Insurance segment and increasing traction in the Consumer and Home segments [6]. - The demand for home equity loans has been robust, contributing to sustained growth [7]. - The Consumer segment is expected to benefit from stabilization in credit markets and ongoing platform migrations aimed at enhancing user experience [9][10]. - Management anticipates continued strong underwriting profitability in the Insurance segment, which should drive consumer spending [11]. Strategic Initiatives - TREE is diversifying its revenue sources by expanding non-mortgage product offerings, including personal, auto, small business, and student loans [21]. - The company has completed acquisitions totaling over $1 billion, enhancing its credit services and online lending platform [22]. - Cost-containment efforts, including headcount reduction and elimination of less profitable businesses, are expected to support bottom-line growth [23]. Valuation - TREE's stock is currently trading at a forward price-to-book ratio of 6.41, above its median level of 4.22 and the industry average of 3.92 [19].

Robinhood Markets (HOOD) is set to release its first-quarter 2025 results tomorrow after the market closes.Robinhood’s fourth-quarter performance was impressive. Results benefited from the crypto-trading boom, higher net interest income (NII) and a jump in Gold subscribers. These drove the company’s top line. Robinhood has an impressive earnings surprise history. The company’s earnings outpaced the Zacks Consensus Estimate in three of the trailing four quarters and lagged once, with the average beat being 8 ...

Tenet Healthcare (THC) reported $5.22 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 2.7%. EPS of $4.36 for the same period compares to $3.22 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $5.14 billion, representing a surprise of +1.64%. The company delivered an EPS surprise of +40.19%, with the consensus EPS estimate being $3.11.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

FTAI Aviation Ltd. (FTAI) is slated to report first-quarter 2025 results on April 30, 2025, after market close.FTAI has a four-quarter average negative earnings surprise of 12.17%. The strong top-line performance across both its business segments is likely to have boosted its earnings. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Aviation Leasing Unit to Boost RevenuesHigher sales, arising from an increase in engine lease revenues and aircraft lease revenues, are expected to have ...

The market expects Grocery Outlet Holding Corp. (GO) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected t ...

California Resources Corporation (CRC) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be rel ...