Cigna (CI) reported $65.45 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 14.3%. EPS of $6.74 for the same period compares to $6.47 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $60.8 billion, representing a surprise of +7.66%. The company delivered an EPS surprise of +5.48%, with the consensus EPS estimate being $6.39.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

For the quarter ended March 2025, Chevron (CVX) reported revenue of $47.61 billion, down 2.3% over the same period last year. EPS came in at $2.18, compared to $2.93 in the year-ago quarter.The reported revenue represents a surprise of -2.15% over the Zacks Consensus Estimate of $48.66 billion. With the consensus EPS estimate being $2.15, the EPS surprise was +1.40%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their ne ...

Core Insights - Fortive Corporation reported first-quarter 2025 adjusted EPS of 85 cents, in line with estimates, with a year-over-year increase of 2.4% [1] - Revenues declined 3.3% year over year to $1.47 billion, missing estimates by 1.2%, with core revenues down 1.7% [1] - The decline in revenues was primarily due to weakness in the Precision Technologies segment, partially offset by growth in Intelligent Operating Solutions and Advanced Healthcare Solutions [1] Financial Performance - Intelligent Operating Solutions generated revenues of $671.4 million, contributing 45.5% to total revenues, up 0.9% year over year [5] - Precision Technologies reported revenues of $500.6 million, down 10.5% year over year, affected by tough comparisons and customer order delays [6] - Advanced Healthcare Solutions achieved revenues of $302.2 million, up 0.8% year over year [6] - Gross profit decreased 3.1% to $880.9 million, with an adjusted operating margin of 25.3%, an increase of 20 basis points year over year [7] Strategic Developments - Fortive announced plans to separate its Precision Technologies business into an independent company, Ralliant, expected to be completed by the end of Q2 2025 [2] - The separation aims to create two focused companies, with Fortive concentrating on IOS and AHS, while Ralliant will specialize in precision instruments [2] - Management revised 2025 guidance due to delayed recovery in Precision Technologies and global tariffs, expecting adjusted diluted EPS to be $3.80 to $4 [3][10] Outlook - For Q2 2025, core performance in Precision Technologies is expected to decline, while the "New Fortive" is anticipated to maintain steady growth [12] - Adjusted EPS for Q2 is projected to be between 85 cents and 90 cents, with the Zacks Consensus Estimate at 99 cents [12] - The company is maintaining its core growth outlook for the "New Fortive," despite potential subdued demand in certain areas [11]

Harley-Davidson, Inc. (HOG) reported first-quarter 2025 adjusted earnings of $1.07 per share, which surpassed the Zacks Consensus Estimate of 80 cents. The company had reported earnings of $1.72 per share in the year-ago quarter. The motorcycle manufacturer generated consolidated revenues (including motorcycle sales and financial services revenues) of $1.33 billion, down 23% from the prior-year quarter.Segmental HighlightsHarley-Davidson Motor Company: Total revenues from the Motorcycle and Related Products ...

Magnolia Oil & Gas Corporation (MGY) reported a first-quarter 2025 net profit of 55 cents per share, which beat the Zacks Consensus Estimate of 53 cents. The bottom line also increased from the year-ago quarter’s 49 cents. This outperformance can be attributed to a healthy increase in production volumes driven by strong well productivity in the company’s Giddings asset.The oil and gas exploration and production company’s total revenues were $350.3 million, which beat the Zacks Consensus Estimate of $342 mil ...

Group 1 - Cigna Group is set to release its Q1 earnings results on May 2, with expected earnings of $6.35 per share, a decrease from $6.47 per share in the same period last year [1] - The company anticipates quarterly revenue of $60.38 billion, up from $57.25 billion a year earlier [1] - Cigna's board declared a cash dividend of $1.51 per share of its common stock on April 23 [1] Group 2 - Cigna shares experienced a decline of 1.4%, closing at $335.18 [2] - Analysts have provided various ratings and price target adjustments for Cigna, with Truist Securities maintaining a Buy rating and raising the price target from $375 to $385 [7] - UBS maintained a Buy rating but reduced the price target from $410 to $390, while Oppenheimer cut its price target from $400 to $375, both maintaining their respective ratings [7] - Raymond James reiterated a Strong Buy rating but lowered the price target from $415 to $360, and Morgan Stanley maintained an Overweight rating with a price target reduction from $403 to $379 [7]

Core Insights - Applied Industrial Technologies (AIT) reported revenue of $1.17 billion for the quarter ended March 2025, reflecting a year-over-year increase of 1.8% [1] - Earnings per share (EPS) for the quarter was $2.57, up from $2.48 in the same quarter last year, exceeding the consensus estimate of $2.40 by 7.08% [1] - The revenue surpassed the Zacks Consensus Estimate of $1.16 billion, resulting in a surprise of 0.51% [1] Financial Performance - Net Sales for Engineered Solutions reached $405.15 million, exceeding the three-analyst average estimate of $394.23 million, with a year-over-year increase of 13.5% [4] - Net Sales for Service Center Based Distribution was reported at $761.60 million, slightly below the estimated $766.60 million, representing a decline of 3.5% compared to the previous year [4] - Operating income for Engineered Solutions was $53.96 million, slightly below the estimated $55.08 million, while Operating income for Service Center Based Distribution was $107.16 million, exceeding the estimate of $99.49 million [4] Stock Performance - Shares of Applied Industrial Technologies have returned +3% over the past month, outperforming the Zacks S&P 500 composite, which saw a decline of -0.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Dominion Energy reported revenue of $4.08 billion for the quarter ended March 2025, reflecting a 12.2% increase year-over-year and a surprise of +6.76% over the Zacks Consensus Estimate of $3.82 billion [1] - Earnings per share (EPS) for the quarter was $0.93, compared to $0.55 in the same quarter last year, resulting in an EPS surprise of +20.78% against the consensus estimate of $0.77 [1] Revenue Breakdown - Total operating revenue for Dominion Energy Virginia was $2.79 billion, exceeding the average estimate of $2.63 billion by analysts, marking a year-over-year increase of +12.3% [4] - Total operating revenue from Contracted Energy was $307 million, slightly above the estimated $299.84 million, but showing a year-over-year decline of -0.3% [4] - Total operating revenue for Dominion Energy South Carolina reached $951 million, surpassing the average estimate of $920.84 million, with a year-over-year increase of +6.5% [4] Stock Performance - Over the past month, shares of Dominion Energy have returned -3.3%, compared to a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

EOG Resources (EOG) reported $5.67 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 7.4%. EPS of $2.87 for the same period compares to $2.82 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $5.83 billion, representing a surprise of -2.75%. The company delivered an EPS surprise of +4.74%, with the consensus EPS estimate being $2.74.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

CareTrust REIT (CTRE) reported $96.62 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 53.2%. EPS of $0.42 for the same period compares to $0.22 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $96.85 million, representing a surprise of -0.24%. The company delivered an EPS surprise of -2.33%, with the consensus EPS estimate being $0.43.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- a ...