Core Insights - McDonald's Corporation reported first-quarter 2025 results with earnings exceeding the Zacks Consensus Estimate but revenues falling short [1][3] - The company's shares declined by 1.5% in pre-market trading following the results, primarily due to a decrease in comparable guest counts [1] Earnings & Revenue Discussion - Adjusted earnings per share (EPS) for the first quarter were $2.67, surpassing the Zacks Consensus Estimate of $2.64, with a year-over-year increase of 1% [3] - Quarterly net revenues totaled $5,956 million, missing the consensus mark of $6,085 million, and reflecting a 3% year-over-year decrease [3] - Sales at company-operated restaurants were $2.13 billion, down 9% year over year, while franchise-operated restaurant sales amounted to $3.66 billion, a 2% decline year over year [3] - Other revenues increased significantly by 78% year over year to $162 million [3] Comparable Sales Performance - Global comparable sales decreased by 1% compared to a 1.9% growth in the prior-year quarter, with an estimated increase of 1.1% anticipated [4] - In the United States, segmental comparable sales declined by 3.6%, contrasting with a 2.5% growth in the prior-year quarter, influenced by the Leap Day comparison [5] - International Operated Markets saw a 1% decline in segmental comps against a 2.7% growth in the year-ago quarter, with varied performance across markets [6] - The International Developmental Licensed Segment reported a 3.5% increase in comparable sales, driven by growth in the Middle East and Japan [7] Operating Highlights & Expenses - Total operating costs and expenses for the first quarter were $3.30 billion, down 4% year over year [8] - Operating income decreased by 3% year over year to $2.64 billion, while net income totaled $1.86 billion, also down 3% year over year [8]

Core Insights - Harley-Davidson reported a revenue of $1.08 billion for the quarter ended March 2025, reflecting a decline of 26.8% year-over-year and a surprise of -3.24% compared to the Zacks Consensus Estimate of $1.12 billion [1] - The earnings per share (EPS) was $1.07, down from $1.72 in the same quarter last year, with an EPS surprise of +33.75% against the consensus estimate of $0.80 [1] Financial Performance Metrics - Harley-Davidson's worldwide retail motorcycle sales totaled 31,010 units, falling short of the average estimate of 36,821 units [4] - Total worldwide motorcycle shipments were 38,601, compared to the average estimate of 40,365 [4] - Revenue from motorcycles and related products was $863.86 million, slightly above the average estimate of $861.54 million, but still down 29.3% year-over-year [4] - Revenue from licensing was reported at $3.06 million, significantly below the average estimate of $8.03 million, representing a year-over-year decline of 65.8% [4] - Revenue from Live Wire was $2.74 million, compared to the estimated $6.64 million, marking a 41.7% decrease year-over-year [4] - Apparel revenue was $57.32 million, below the average estimate of $63.92 million [4] - Parts & Accessories revenue was $143.43 million, compared to the average estimate of $163.70 million, reflecting a year-over-year decline of 13.7% [4] - Financial services revenue was $244.96 million, slightly below the average estimate of $249.71 million, with a year-over-year change of -1.5% [4] Stock Performance - Over the past month, Harley-Davidson shares have returned -12.4%, contrasting with the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

For the quarter ended March 2025, Wayfair (W) reported revenue of $2.73 billion, up 0% over the same period last year. EPS came in at $0.10, compared to -$0.32 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.71 billion, representing a surprise of +0.70%. The company delivered an EPS surprise of +155.56%, with the consensus EPS estimate being -$0.18.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectat ...

Core Insights - KKR & Co. Inc. reported a revenue of $1.2 billion for the quarter ended March 2025, reflecting a year-over-year increase of 21.7% and an EPS of $1.15, up from $0.97 in the same quarter last year, surpassing the Zacks Consensus Estimate for revenue by 0.90% and for EPS by 1.77% [1] Financial Performance - The company raised $30.54 billion in new capital, exceeding the average estimate of $24.74 billion [4] - Private Equity assets under management (AUM) reached $209.40 billion, compared to the average estimate of $200.41 billion [4] - Fee Paying AUM was reported at $526.05 billion, slightly below the average estimate of $526.99 billion [4] - Real Assets Segment's fee-paying AUM was $144.03 billion, above the average estimate of $143.57 billion [4] - Operating earnings from strategic holdings were $31.49 million, exceeding the average estimate of $25.26 million [4] - Fee related compensation was reported at -$210.02 million, better than the average estimate of -$211.66 million [4] - Fee related earnings from performance revenues were $21.28 million, below the average estimate of $24.99 million but showing an 11.4% increase year-over-year [4] - Operating earnings from insurance were $258.77 million, slightly above the average estimate of $255.09 million, representing a year-over-year decline of 5.2% [4] - Management fees generated $917.33 million, compared to the average estimate of $927.90 million, reflecting a year-over-year increase of 12.5% [4] - Total revenues from fee related earnings were $822.60 million, below the average estimate of $842.17 million [4] - Net realized investment income was $185.26 million, slightly below the average estimate of $187.68 million [4] - Total investing earnings were reported at $273.25 million, exceeding the average estimate of $271.37 million [4] Stock Performance - KKR & Co. shares have returned -5.5% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.7% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

Core Viewpoint - Prudential Financial, Inc. reported mixed results for the first quarter of 2025, with adjusted operating income exceeding estimates but total revenues declining significantly year over year Financial Performance - Adjusted operating income for Q1 2025 was $3.29 per share, beating the Zacks Consensus Estimate by 2.5% and increasing 7.8% year over year [1] - Total revenues amounted to $13.4 billion, a decline of 38% year over year, missing the Zacks Consensus Estimate by 7.7% [1] - Total benefits and expenses were $18.9 billion, down 41% year over year, exceeding the estimate of $13 billion [2] Segment Performance - Prudential Global Investment Management (PGIM) reported adjusted operating income of $156 million, a decrease of 7.6% year over year, missing the Zacks Consensus Estimate by 22% [3] - PGIM's assets under management reached $1.522 trillion, reflecting a 1.7% year-over-year increase [4] - U.S. Businesses delivered adjusted operating income of $931 million, up 15.6% year over year, but missed the Zacks Consensus Estimate by 3.1% [5] - International Businesses saw adjusted operating income decline by 5.3% year over year to $848 million, exceeding the estimate of $785.1 million [6] - Corporate and Other segment incurred an adjusted operating loss of $415 million, narrower than the loss of $435 million reported a year ago, and better than the Zacks Consensus Estimate of a loss of $453 million [7] Capital Deployment - Prudential Financial returned capital to shareholders through share repurchases of $250 million and dividends of $486 million in the first quarter [8] Financial Position - Cash and cash equivalents at the end of Q1 2025 were $16.1 billion, a decrease of 14.3% from the end of 2024 [9] - Total debt balance increased by 5% from the end of 2024 to $20.9 billion [9] - Assets under management and administration rose 1.4% year over year to $1.7 trillion [9] - Adjusted book value per common share was $96.37, a decrease of 0.6% year over year [10] - Operating return on average equity was 13.8%, expanding by 110 basis points year over year [10]

Guidance spooks FMC investors despite a big earnings beat last night.FMC (FMC -7.13%) stock tumbled 6.5% through 10:55 a.m. ET this morning, despite soundly beating earnings expectations last night.Heading into the quarterly report, analysts expected FMC to earn $0.09 per share, adjusted for one-time items, on $784 million in revenue. In fact, FMC earned twice what it was "supposed to" -- $0.18 per share, and its sales came in at a strong $791.4 million. FMC Q1 earningsBut it's hard to call FMC's news "good ...

Exelon (EXC) reported $6.71 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 11.1%. EPS of $0.92 for the same period compares to $0.69 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $6.45 billion, representing a surprise of +4.05%. The company delivered an EPS surprise of +8.24%, with the consensus EPS estimate being $0.85.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Core Insights - APi reported $1.72 billion in revenue for Q1 2025, a year-over-year increase of 7.4% [1] - The EPS for the same period was $0.37, up from $0.34 a year ago, exceeding the consensus estimate of $0.35 [1] - The revenue surpassed the Zacks Consensus Estimate of $1.65 billion, resulting in a surprise of +4.18% [1] Financial Performance Metrics - Safety Services net revenues were $1.27 billion, slightly below the average estimate of $1.32 billion, reflecting a year-over-year change of +4.4% [4] - Specialty Services net revenues reached $453 million, significantly above the average estimate of $333.02 million, with a year-over-year increase of +16.5% [4] - Corporate and Eliminations reported net revenues of -$1 million, better than the average estimate of -$2.50 million, but showing a year-over-year decline of -50% [4] Stock Performance - APi shares returned +4.1% over the past month, outperforming the Zacks S&P 500 composite, which declined by -0.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Hubbell (HUBB) reported revenue of $1.37 billion for the quarter ended March 2025, reflecting a decrease of 2.4% year-over-year and a surprise of -1.42% compared to the Zacks Consensus Estimate of $1.38 billion [1] - The company's EPS for the quarter was $3.50, down from $3.60 in the same quarter last year, with an EPS surprise of -6.17% against the consensus estimate of $3.73 [1] Financial Performance Metrics - Net Sales for Electrical Solutions reached $508.10 million, exceeding the average estimate of $500.19 million by four analysts, representing a year-over-year increase of +0.6% [4] - Net Sales for Utility Solutions were reported at $857.10 million, falling short of the average estimate of $889.24 million, indicating a year-over-year decline of -4.1% [4] - Adjusted operating income for Utility Solutions was $179.90 million, below the average estimate of $196.34 million [4] - Adjusted operating income for Electrical Solutions was $84 million, slightly below the average estimate of $86.84 million [4] Stock Performance - Over the past month, Hubbell's shares have returned +6.3%, contrasting with a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Janus Henderson Group plc (JHG) reported $621.4 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 12.6%. EPS of $0.79 for the same period compares to $0.71 a year ago.The reported revenue represents a surprise of +0.24% over the Zacks Consensus Estimate of $619.94 million. With the consensus EPS estimate being $0.72, the EPS surprise was +9.72%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectation ...