Xylem Inc.’s (XYL) first-quarter 2025 adjusted earnings of $1.03 per share beat the Zacks Consensus Estimate of 95 cents. The bottom line increased 14% year over year.XYL’s revenues of $2.07 billion beat the consensus estimate of $2.04 billion. The top line increased 2% year over year, driven by resilient demand reflected by solid order growth across segments. Organic revenues rose 3%.Orders of $2.16 billion decreased 4% year over year on a reported basis and fell 2% on an organic basis. (Find the latest EP ...

Core Viewpoint - Sherwin-Williams reported a slight increase in earnings per share for Q1 2025, but revenues declined year over year, missing consensus estimates, indicating mixed performance across its segments [1][2][3][4]. Financial Performance - The company logged first-quarter 2025 earnings of $2 per share, up approximately 1.5% from $1.97 in the same quarter last year [1]. - Adjusted earnings were $2.25 per share, surpassing the Zacks Consensus Estimate of $2.18 [1]. - Revenues totaled $5,305.7 million, down around 1.1% year over year, and missed the Zacks Consensus Estimate of $5,346.5 million [1]. Segmental Review - The Paint Stores Group segment achieved net sales of $2,939.8 million, up about 2.3% year over year, beating the consensus estimate of $2,919.9 million, driven by a mid-single-digit percentage rise in selling prices [2]. - The Consumer Brands Group segment saw net sales decline by 6% year over year to $762.2 million, although it exceeded the Zacks Consensus Estimate of $761.4 million, impacted by weaker DIY demand and unfavorable currency translation [3]. - The Performance Coatings Group experienced a net sales decrease of roughly 4.8% year over year to $1,602 million, missing the Zacks Consensus Estimate of $1,645.9 million, primarily due to adverse currency translation [4]. Cash Flow and Shareholder Returns - In Q1 2025, the company utilized $61.1 million in net operating cash due to seasonal increases in working capital requirements, which were largely offset by net income [5]. - The company returned $552.1 million to shareholders through dividends and the repurchase of 1 million shares of common stock [6]. Outlook - Sherwin-Williams forecasts consolidated net sales for Q2 2025 to be up or down by a low single-digit percentage year over year, with a similar expectation for full-year 2025 [7]. - Full-year 2025 earnings per share are projected to be in the range of $10.70 to $11.10, with adjusted earnings per share expected between $11.65 and $12.05 [7]. - The company anticipates an effective tax rate in the low 20% range for 2025 [7]. Price Performance - Shares of Sherwin-Williams have increased by 8.4% over the past year, contrasting with a 4.3% decline in the industry [8].

Tuesday, April 29, 2025A busy day greets us this morning, with major economic news hitting the tape ahead of the normal trading session, during it and afterwards, as well. Pre-market futures are mixed-to-flat once again, this time with the blue-chip Dow leading into positive territory. Bond yields have trended low but look fairly stable around 4.23% on the 10-year and 3.71% on the 2-year at this hour. Advance Trade Balance Sinks to All-Time DepthThe March report for Advance Trade Balance on Goods came out t ...

SoFi Technologies, Inc. (SOFI) reported $770.72 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 32.7%. EPS of $0.06 for the same period compares to $0.02 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $742.34 million, representing a surprise of +3.82%. The company delivered an EPS surprise of +100.00%, with the consensus EPS estimate being $0.03.While investors closely watch year-over-year changes in headline numbers -- revenue and ...

For the quarter ended March 2025, Cushman & Wakefield (CWK) reported revenue of $2.28 billion, up 4.6% over the same period last year. EPS came in at $0.09, compared to $0.00 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.23 billion, representing a surprise of +2.23%. The company delivered an EPS surprise of +350.00%, with the consensus EPS estimate being $0.02.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

Core Insights - General Motors (GM) reported first-quarter 2025 adjusted earnings of $2.78 per share, exceeding the Zacks Consensus Estimate of $2.69 and up from $2.62 in the same quarter last year [1] - Total revenues reached $44.02 billion, surpassing the Zacks Consensus Estimate of $42.5 billion and increasing from $43.01 billion year-over-year [1] Financial Performance - Adjusted earnings before interest and taxes (EBIT) for GM was $3.49 billion, down from $3.87 billion in the prior-year quarter [2] - GM's market share increased to 8.4% from 8.1% year-over-year [2] Segmental Performance - GM North America (GMNA) generated net revenues of $37.39 billion, up from $36.10 billion in the same period of 2024, with wholesale vehicle sales totaling 827,000 units, an increase from 792,000 units year-over-year [3] - GM International (GMI) reported net revenues of $2.43 billion, down from $3.08 billion in the prior year, with wholesale vehicle sales decreasing to 85,000 units from 104,000 units [4] - GM Financial's net revenues increased to $4.16 billion from $3.81 billion year-over-year, while adjusted EBIT was $685 million, down from $737 million [5] - GM Cruise recorded net revenues of $1 million, significantly lower than $25 million in the prior year, but the operating loss narrowed to $273 million from $442 million [6] Financial Position - As of March 31, 2025, GM had cash and cash equivalents of $20.57 billion and long-term automotive debt of $13.44 billion [6] - Net automotive cash provided by operating activities was $2.4 billion, with adjusted automotive free cash flow at $811 million, down from $1.09 billion year-over-year [6]

Core Viewpoint - Sanmina Corporation reported strong second-quarter fiscal 2025 results, with adjusted earnings and revenues exceeding expectations, driven by growth across all segments and a significant increase in free cash flow [1] Financial Performance - Net income on a GAAP basis was $64.2 million or $1.16 per share, up from $52.5 million or 93 cents per share in the prior-year quarter, supported by top-line expansion [2] - Non-GAAP net income was $78 million or $1.41 per share, compared to $73.9 million or $1.30 in the prior-year quarter, surpassing the Zacks Consensus Estimate of $1.38 [2] Revenue Growth - Net sales increased to $1.98 billion from $1.83 billion in the year-ago quarter, beating the consensus estimate by $34 million [3] - Integrated Manufacturing Solutions generated $1.59 billion in revenues, a 9.7% year-over-year increase, contributing 80.2% to total revenues [4] - Components, Products and Services revenues rose to $391.9 million from $382.9 million in the prior-year quarter, driven by growth in several end markets [4] Segment Performance - Industrial & Energy, Medical, Defense & Aerospace, and Automotive markets generated $1.25 billion in revenues, up from $1.23 billion in the prior-year quarter [5] - Communications Networks and Cloud Infrastructure revenues increased to $732.9 million from $609.3 million in the year-ago quarter [5] Profitability Metrics - Gross profit was $176.2 million compared to $154.8 million in the year-ago quarter, driven by a favorable mix and improved operational efficiency [6] - Non-GAAP operating income totaled $110.6 million, up from $99.5 million in the prior-year period, with a non-GAAP operating margin of 5.6%, slightly up from 5.4% [6] Cash Flow and Liquidity - The company generated $156.9 million of net cash from operating activities, compared to $72.3 million in the previous year's quarter [7] - As of March 29, 2025, Sanmina had $647.1 million in cash and cash equivalents and $291.4 million in long-term debt [7] - During the quarter, approximately 1.03 million shares were repurchased for about $84 million [7] Future Outlook - For the third quarter of fiscal 2025, revenues are expected to be in the range of $1.925-$2.025 billion, with GAAP earnings per share forecasted between $1.05 and $1.15 [8] - Management estimates non-GAAP earnings per share in the band of $1.35-$1.45 [8]

Core Insights - Royal Caribbean reported $4 billion in revenue for Q1 2025, a year-over-year increase of 7.3% and an EPS of $2.71 compared to $1.77 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $4.01 billion, resulting in a surprise of -0.17%, while the EPS exceeded expectations by +7.11% [1] Financial Performance Metrics - Available Passenger Cruise Days (APCD) were reported at 12,657.99 days, slightly below the average estimate of 12,680.56 days [4] - Net Yields stood at $258.83, slightly above the average estimate of $257.86 [4] - The occupancy rate was 108.8%, exceeding the average estimate of 107.7% [4] - Passenger Cruise Days totaled 13,768.33 days, compared to the estimated 13,646.2 days [4] - Net Cruise Costs Excluding Fuel per APCD were $129.54, lower than the average estimate of $131.66 [4] - Net Cruise Costs per APCD were reported at $151.44, below the average estimate of $153.69 [4] - The number of passengers carried was 2.24 million, slightly above the average estimate of 2.23 million [4] - Onboard and other revenues reached $1.26 billion, matching the average estimate and reflecting a year-over-year change of +5.8% [4] - Passenger ticket revenues were $2.74 billion, consistent with the average estimate and representing an 8% year-over-year increase [4] Stock Performance - Royal Caribbean shares returned +5.3% over the past month, outperforming the Zacks S&P 500 composite, which changed by -0.8% [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 - Hilton Worldwide Holdings Inc. reported $2.7 billion in revenue for Q1 2025, a year-over-year increase of 4.7% and an EPS of $1.72 compared to $1.53 a year ago, with a slight revenue miss against the Zacks Consensus Estimate of $2.71 billion [1] - The company delivered an EPS surprise of +6.83%, exceeding the consensus EPS estimate of $1.61 [1] Financial Performance Metrics - Total owned/leased rooms stood at 15,606, below the average estimate of 17,109 based on two analysts [4] - Revenue per available room (RevPAR) system-wide was $103.59, slightly below the average estimate of $106.21 [4] - Total systemwide rooms were reported at 1,282,192, exceeding the average estimate of 1,273,692 [4] - System-wide RevPAR growth was 2.5%, matching the two-analyst average estimate [4] Revenue Breakdown - Revenues from owned and leased hotels were $234 million, below the five-analyst average estimate of $258.21 million, representing a year-over-year decline of -8.2% [4] - Other revenues totaled $46 million, compared to the estimated $55.03 million, reflecting an -8% change year-over-year [4] - Franchise and licensing fees generated $625 million, slightly below the average estimate of $629 million, but showing a +9.5% year-over-year increase [4] - Base and other management fees were $88 million, in line with the four-analyst average estimate of $88.41 million, indicating a -17% year-over-year change [4] - Incentive management fees reached $72 million, surpassing the average estimate of $67.81 million, with a +2.9% year-over-year increase [4] Stock Performance - Hilton Worldwide shares have returned -2.6% over the past month, compared to the Zacks S&P 500 composite's -0.8% change [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]

Altria (MO) reported $4.52 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 4.2%. EPS of $1.23 for the same period compares to $1.15 a year ago.The reported revenue represents a surprise of -2.57% over the Zacks Consensus Estimate of $4.64 billion. With the consensus EPS estimate being $1.17, the EPS surprise was +5.13%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next ...