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]

Gibraltar Industries, Inc.’s (ROCK) first-quarter 2025 adjusted earnings topped the Zacks Consensus Estimate and grew year over year. On the other hand, net sales missed the consensus mark and tumbled year over year.The company’s quarterly results reflect stable demand and performance in line with internal plans. Backlog increased 30% year over year to $434 million, reaching a record high. The company reported solid contributions from the Lane Supply acquisition. ROCK also carried out restructuring actions ...

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 ...