For the quarter ended March 2025, Post Holdings (POST) reported revenue of $1.95 billion, down 2.4% over the same period last year. EPS came in at $1.41, compared to $1.51 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.98 billion, representing a surprise of -1.28%. The company delivered an EPS surprise of +19.49%, with the consensus EPS estimate being $1.18.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Core Insights - Illumina reported revenue of $1.04 billion for the quarter ended March 2025, reflecting a 3.3% decrease year-over-year, while EPS increased to $0.97 from $0.09 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 0.25%, and the EPS also surpassed the consensus estimate by 1.04% [1] Revenue Breakdown - Product revenue was $880 million, slightly above the average estimate of $872.04 million, marking a year-over-year increase of 0.5% [4] - Core Illumina service and other revenue totaled $161 million, below the average estimate of $175.08 million, representing a year-over-year decline of 6.9% [4] - Total product revenue for Core Illumina was $880 million, compared to the average estimate of $869.69 million, showing a year-over-year decrease of 0.3% [4] - Service and other revenue was $161 million, below the average estimate of $170.12 million, with a significant year-over-year decline of 19.5% [4] - Sequencing instruments revenue reached $109 million, slightly above the estimated $108.51 million, reflecting a year-over-year decrease of 0.9% [4] - Core Illumina instruments revenue was $112 million, in line with the average estimate of $112.06 million, showing a year-over-year decline of 1.8% [4] - Sequencing consumables revenue was $696 million, exceeding the estimated $679.85 million, with a year-over-year decrease of 0.3% [4] - Microarrays instruments revenue was $3 million, below the estimated $3.61 million, representing a significant year-over-year decline of 25% [4] - Microarrays consumables revenue was $72 million, slightly below the average estimate of $74.59 million, with a year-over-year increase of 1.4% [4] - Overall, Core Illumina revenue was $1.04 billion, surpassing the average estimate of $1.03 billion, but reflecting a year-over-year decline of 1.4% [4] - Core Illumina consumables revenue was $768 million, exceeding the estimated $748.87 million, with a year-over-year decrease of 0.1% [4] Stock Performance - Illumina's shares returned 0.1% over the past month, compared to a 11.3% increase in the Zacks S&P 500 composite [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 - Inseego reported a revenue of $31.67 million for the quarter ended March 2025, reflecting a decline of 29.6% year-over-year [1] - The earnings per share (EPS) was -$0.01, an improvement from -$0.36 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $32.07 million, resulting in a surprise of -1.23% [1] - The company achieved an EPS surprise of +85.71%, compared to the consensus estimate of -$0.07 [1] Revenue Breakdown - Mobile solutions revenue was $17.79 million, exceeding the two-analyst average estimate of $14.20 million [4] - Product revenues reached $19.69 million, slightly below the estimated $19.75 million [4] - Services and other revenues totaled $11.98 million, close to the estimated $12 million [4] - Fixed wireless access solutions revenue was $1.90 million, significantly lower than the average estimate of $5.55 million [4] Stock Performance - Inseego's shares have returned +8.1% over the past month, compared to the Zacks S&P 500 composite's +11.3% change [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 Viewpoint - Hub Group reported a revenue of $915.22 million for the quarter ended March 2025, reflecting an 8.4% year-over-year decline and a surprise of -5.27% compared to the Zacks Consensus Estimate of $966.14 million [1] Group 1: Financial Performance - Earnings per share (EPS) for the quarter was $0.44, unchanged from the previous year, with an EPS surprise of +4.76% against the consensus estimate of $0.42 [1] - The company’s shares have returned -10.4% over the past month, contrasting with the Zacks S&P 500 composite's +11.3% change, indicating potential underperformance in the near term [3] Group 2: Revenue Breakdown - Operating Revenue from Intermodal and Transportation Solutions was $530.02 million, below the average estimate of $561.23 million, representing a year-over-year decline of 4% [4] - Operating Revenue from Inter-segment eliminations was -$25.81 million, better than the estimated -$28.63 million, but still reflecting a significant year-over-year change of -21.2% [4] - Operating Revenue from Logistics was $411 million, also below the average estimate of $446.60 million, marking a year-over-year decline of 14.4% [4]

Core Insights - McKesson reported revenue of $90.82 billion for the quarter ended March 2025, reflecting a 19% increase year-over-year, with EPS at $10.12 compared to $6.18 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $93.7 billion by 3.08%, while the EPS exceeded the consensus estimate of $9.81 by 3.16% [1] Revenue Breakdown - U.S. Pharmaceutical revenue was $83.17 billion, a 20.9% increase year-over-year, but below the average estimate of $85.79 billion [4] - Prescription Technology Solutions revenue reached $1.34 billion, up 13.5% year-over-year, slightly below the average estimate of $1.36 billion [4] - International revenue was $3.46 billion, showing a year-over-year decline of 2.5%, compared to the average estimate of $3.55 billion [4] - Medical-Surgical Solutions revenue was $2.85 billion, a 0.6% increase year-over-year, exceeding the average estimate of $2.79 billion [4] Adjusted Operating Profit - Adjusted Operating Profit for U.S. Pharmaceutical was $1.05 billion, matching the average estimate [4] - Adjusted Operating Profit for International was $102 million, surpassing the average estimate of $96.42 million [4] - Adjusted Operating Profit for Corporate was -$165 million, slightly worse than the average estimate of -$160.18 million [4] - Adjusted Operating Profit for Prescription Technology Solutions was $285 million, exceeding the average estimate of $267.80 million [4] - Adjusted Operating Profit for Medical-Surgical Solutions was $285 million, slightly above the average estimate of $283.33 million [4] Stock Performance - McKesson's shares returned +7.5% over the past month, underperforming compared to the Zacks S&P 500 composite's +11.3% change [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 - Arlo Technologies reported revenue of $119.07 million for Q1 2025, a year-over-year decline of 4.1% but exceeding the Zacks Consensus Estimate of $117.89 million by 1% [1] - The company achieved an EPS of $0.15, up from $0.09 a year ago, representing a surprise of 25% compared to the consensus estimate of $0.12 [1] Revenue Breakdown - Revenue from Services was $68.85 million, surpassing the average estimate of $67.79 million by analysts, and reflecting a year-over-year increase of 21.4% [4] - Revenue from Products was $50.22 million, slightly above the average estimate of $50.13 million, but showing a significant year-over-year decline of 25.6% [4] Margin Analysis - Non-GAAP gross margin for Services was reported at 83.1%, exceeding the two-analyst average estimate of 79% [4] - Non-GAAP gross margin for Products was -6.2%, which was below the two-analyst average estimate of -4.8% [4] Stock Performance - Over the past month, Arlo Technologies' shares have returned +10.3%, compared to the Zacks S&P 500 composite's +11.3% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - DoubleVerify Holdings (DV) reported revenue of $165.06 million for the quarter ended March 2025, reflecting a year-over-year increase of 17.3% [1] - The earnings per share (EPS) for the quarter was $0.01, down from $0.04 in the same quarter last year, indicating a decline [1] - The reported revenue exceeded the Zacks Consensus Estimate of $152.96 million by 7.91%, while the EPS fell short of the consensus estimate of $0.02 by 50% [1] Revenue Breakdown - Revenue from Measurement customers was $53.43 million, slightly above the estimated $52.86 million, marking an 8.4% increase year-over-year [4] - Revenue from Supply-side customers reached $16.46 million, surpassing the estimated $15.16 million, representing a significant 35.1% increase compared to the previous year [4] - Revenue from Activation services was $95.17 million, exceeding the average estimate of $84.89 million, with a year-over-year growth of 20% [4] Stock Performance - Over the past month, DoubleVerify's shares have returned +1.3%, underperforming the Zacks S&P 500 composite, which saw a +11.3% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

Core Insights - Collegium Pharmaceutical reported $177.76 million in revenue for Q1 2025, a year-over-year increase of 22.7% [1] - The EPS for the same period was $1.49, compared to $1.45 a year ago, indicating a positive trend [1] - The revenue exceeded the Zacks Consensus Estimate of $172.45 million by 3.08%, and the EPS also surpassed the consensus estimate of $1.43 by 4.20% [1] Revenue Breakdown - Total product revenues for Belbuca were $51.66 million, slightly below the estimated $53.86 million, reflecting a 2% year-over-year increase [4] - Xtampza ER generated $47.64 million, exceeding the average estimate of $46.49 million, with a year-over-year change of 4% [4] - Jornay PM reported revenues of $28.54 million, closely matching the average estimate of $28.50 million [4] - Nucynta achieved $47.10 million in revenues, surpassing the average estimate of $42.13 million, marking a 4.3% year-over-year increase [4] - Symproic's revenues were $2.82 million, falling short of the average estimate of $3.25 million, representing a year-over-year decline of 14.7% [4] Stock Performance - Collegium Pharmaceutical's shares returned +2.6% over the past month, while the Zacks S&P 500 composite increased by +11.3% [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]

Core Viewpoint - Westlake Corporation reported a significant loss in Q1 2025, contrasting sharply with the profit from the same quarter last year, indicating challenges in sales and operational performance [1][2]. Financial Performance - The company reported a loss of $40 million or 31 cents per share for Q1 2025, compared to a profit of $174 million or $1.34 per share in Q1 2024 [1]. - Sales decreased by approximately 4.3% year over year to $2,846 million, missing the Zacks Consensus Estimate of $2,920 million [1]. - The Performance and Essential Materials segment saw sales decline by around 4.2% to $1,850 million, falling short of the estimate of $1,907.8 million, with an operational loss of $163 million compared to an income of $22 million in the previous year [2]. - The Housing and Infrastructure Products (HIP) segment generated sales of $996 million, down about 4.6% from the previous year, missing the estimate of $1,077.4 million, with an operational income of $148 million, a decrease of $62 million from Q1 2024 [3]. Cash Flow and Financial Position - Operating activities resulted in a net cash outflow of $77 million in Q1 2025, with capital expenditures amounting to $248 million, leading to a free cash outflow of $325 million [4]. - As of March 31, 2025, the company had approximately $2.3 billion in cash and cash equivalents, alongside total debt of $4.6 billion [4]. Operational Outlook - The Petro 1 ethylene unit has completed its turnaround, and with no major maintenance planned, operating rates are expected to improve [5]. - Despite uncertainties in global trade policy affecting customer caution, Westlake is positioned favorably due to its cost advantages in feedstock and a diversified business model [5]. Market Position - Westlake Corporation currently holds a Zacks Rank of 5 (Strong Sell), indicating a challenging market perception [6]. - Comparatively, other companies in the Basic Materials sector, such as Brenntag SE and Contango Ore, have stronger rankings, suggesting a more favorable outlook for those firms [6].

Core Insights - Occidental Petroleum Corporation (OXY) reported first-quarter 2025 earnings of 87 cents per share, exceeding the Zacks Consensus Estimate of 73 cents by 19.2% and showing a year-over-year improvement of 38.1% [1] - Total revenues for OXY were $6.84 billion, falling short of the Zacks Consensus Estimate of $7.14 billion by 4.3%, but reflecting a year-over-year increase of 13.9% [2] Financial Performance - Oil and Gas revenues reached $5.68 billion, up 15.6% year over year, while Chemical revenues were $1.18 billion, slightly higher than the previous year [3] - Midstream & Marketing revenues surged 105.1% year over year to $203 million [3] - Total production volume was 1,391 thousand barrels of oil equivalent per day (Mboe/d), aligning with the company's guidance of 1,370-1,410 Mboe/d, and total sales volume increased by 18.4% from the year-ago period [4] Price Realization - Realized prices for crude oil increased by 2% year over year to $71.07 per barrel, while realized natural gas liquids prices rose by 19% to $25.94 per barrel [5] - Natural gas prices saw a significant increase of 92% year over year, reaching $2.42 per thousand cubic feet [5] Operational Highlights - North America assets contributed 83.9% to total production, indicating strong domestic performance [6] - OxyChem reported a pre-tax income of $185 million, exceeding guidance by $15 million [6] Financial Position - As of March 31, 2025, OXY had cash and cash equivalents of $2.61 billion, up from $2.13 billion at the end of 2024 [8] - Long-term debt decreased to $24.03 billion from $24.97 billion, with $6.8 billion in debt retired over the last 10 months, reducing annual interest expenses by $370 million [8][9] - Operating cash flow for the first quarter was $3 billion, compared to $2.45 billion in the same quarter of 2024 [9] Future Guidance - For Q2 2025, OXY expects production between 1,377-1,417 Mboe/d, with Permian Resources segment output anticipated at 760-780 Mboe/d [10] - Exploration expenses are estimated at $105 million, and interest expenses at $275 million for the second quarter [10]