Core Insights - UFP Industries (UFPI) reported $1.6 billion in revenue for Q1 2025, a year-over-year decline of 2.7% and an EPS of $1.30 compared to $1.96 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $1.63 billion by 2.19%, and the EPS was 18.24% below the consensus estimate of $1.59 [1] Revenue Performance - Retail net sales were $607.38 million, below the estimated $644.47 million, reflecting a year-over-year decline of 3.4% [4] - Construction net sales reached $515.94 million, slightly above the average estimate of $508.43 million, showing a minimal decline of 0.4% year over year [4] - Packaging net sales were reported at $410.01 million, exceeding the estimated $405.32 million, with a year-over-year decline of 3.4% [4] Stock Performance - UFP Industries' shares returned +0.4% over the past month, contrasting with the Zacks S&P 500 composite's decline of -4.3% [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 - Universal Health Services (UHS) reported revenue of $4.1 billion for the quarter ended March 2025, reflecting a year-over-year increase of 6.7% [1] - Earnings per share (EPS) for the quarter was $4.84, up from $3.70 in the same quarter last year, resulting in an EPS surprise of +11.01% against the consensus estimate of $4.36 [1] - The reported revenue was slightly below the Zacks Consensus Estimate of $4.14 billion, showing a surprise of -1.06% [1] Financial Performance Metrics - Behavioral health admissions totaled 117,788, which was below the two-analyst average estimate of 122,821 [4] - Net revenues from behavioral health services were reported at $1.75 billion, compared to the average estimate of $1.79 billion, marking a year-over-year increase of +5.5% [4] - Net revenues from acute care hospital services matched the average estimate of $2.35 billion, representing a +7.5% change from the previous year [4] - Operating income for behavioral health care services was $337.68 million, slightly below the three-analyst average estimate of $346.29 million [4] - Operating income for acute care hospital services was reported at $254.79 million, exceeding the average estimate of $206.21 million [4] Stock Performance - Shares of Universal Health Services have returned -7.8% over the past month, compared to a -4.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Financial Performance - For the quarter ended March 2025, Nucor reported revenue of $7.83 billion, a decrease of 3.8% compared to the same period last year [1] - Earnings per share (EPS) was $0.77, down from $3.46 in the year-ago quarter [1] - The reported revenue exceeded the Zacks Consensus Estimate of $7.22 billion by +8.52%, while the EPS surpassed the consensus estimate of $0.68 by +13.24% [1] Key Metrics - Total steel products sales amounted to 1,048 KTon, exceeding the average estimate of 972.77 KTon by four analysts [4] - The average steel product price per ton was $2,294, slightly below the average estimate of $2,338.66 [4] - Sales tons to outside customers for total steel mills reached 5,226 KTon, surpassing the average estimate of 4,751.93 KTon [4] Stock Performance - Nucor's shares have returned -5.1% over the past month, compared to a -4.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

For the quarter ended March 2025, Crown Holdings (CCK) reported revenue of $2.89 billion, up 3.7% over the same period last year. EPS came in at $1.67, compared to $1.02 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.86 billion, representing a surprise of +0.77%. The company delivered an EPS surprise of +36.89%, with the consensus EPS estimate being $1.22.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Domino's Pizza, Inc. (DPZ) reported first-quarter fiscal 2025 results. Its earnings beat the Zacks Consensus Estimate, while revenues missed the same. Nonetheless, the top and bottom lines increased from the prior-year quarter’s reported numbers.Following the announcement, the company’s shares lost 4% in today’s pre-market trading session.Moreover, the company reported benefits from the Hungry for MORE strategy during the quarter, registering growth in market share across the U.S. and international segments ...

Core Insights - TechnipFMC plc reported first-quarter 2025 adjusted earnings of 33 cents per share, missing the Zacks Consensus Estimate of 36 cents, primarily due to a 4.8% year-over-year increase in costs and expenses, although the earnings improved from 22 cents in the same quarter last year driven by better performance in the Subsea segment [1] - The company's revenues of $2.2 billion also missed the Zacks Consensus Estimate by 1.1%, but increased from $2 billion in the year-ago quarter [1] Financial Performance - Adjusted EBITDA for the Subsea unit was $334.9 million, exceeding the Zacks Consensus Estimate of $331 million, while the Surface Technologies unit's adjusted EBITDA was $46.6 million, beating the consensus mark of $41.94 million [2] - First-quarter inbound orders increased by 11.3% year-over-year to $3.1 billion, with the order backlog totaling $15.8 billion as of March-end, up 17.2% from the previous year [2] Segment Analysis - Subsea segment revenues totaled $1.9 billion, up 11.6% from $1.7 billion in the year-ago quarter, driven by higher project activity in Asia Pacific and Brazil, although it missed projections by 5.3% [4] - Surface Technologies segment recorded revenues of $297.4 million, down 3.2% year-over-year, but beat projections of $288.4 million; adjusted EBITDA increased by 12.6% due to higher project activity in North America, despite an 18.1% drop in inbound orders [5] Shareholder Returns - The board declared a quarterly cash dividend of 5 cents per share, unchanged from the previous quarter, to be paid on June 4, 2025 [3] - The company repurchased 8.9 million common shares for a total of $250.1 million, with total shareholder returns for the quarter amounting to $271.1 million, including a dividend payment of $21 million [3] Financial Position - TechnipFMC reported costs and expenses of $2 billion, up 4.8% from $1.9 billion in the year-ago quarter; the company generated $441.7 million in cash flow from operations, with free cash flow increasing to $379.9 million [6] - As of March 31, the company had cash and cash equivalents of $1.2 billion and long-term debt of $410.8 million, resulting in a debt-to-capitalization ratio of 11.8% [6] 2025 Outlook - The company expects Subsea unit revenues in the range of $8.4 billion to $8.8 billion and Surface Technologies unit revenues between $1.2 billion and $1.35 billion for 2025 [8] - Anticipated adjusted EBITDA margins are 19-20% for the Subsea segment and 15-16% for the Surface Technologies segment [8] - Free cash flow is expected to be between $1 billion and $1.15 billion, an increase from the prior guidance of $850 million to $1 billion [9]

Core Insights - GE Aerospace's order and profit situation in the first quarter of 2025 appears strong, mirroring the robust performance seen in 2024 [1] Group 1 - The company's first quarter earnings presentation highlighted a solid order and profit situation [1]

Core Insights - Phinia (PHIN) reported a revenue of $796 million for the quarter ended March 2025, reflecting a decline of 7.8% year-over-year and a surprise of -2.94% against the Zacks Consensus Estimate of $820.13 million [1] - The earnings per share (EPS) for the quarter was $0.94, down from $1.08 in the same quarter last year, resulting in an EPS surprise of -9.62% compared to the consensus estimate of $1.04 [1] Financial Performance - The stock of Phinia has returned -0.6% over the past month, while the Zacks S&P 500 composite has seen a decline of -4.8% [3] - Phinia currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Geographic Revenue Breakdown - Revenue from the Americas was $356 million, exceeding the average estimate of $347.83 million [4] - Revenue from Europe was $317 million, falling short of the average estimate of $341.20 million [4] - Revenue from Asia was $123 million, below the average estimate of $137.25 million [4] Segment Performance - Aftermarket revenues were reported at $323 million, compared to the average estimate of $347.45 million [4] - Fuel Systems revenues were $473 million, which is lower than the average estimate of $501.34 million [4] - Segment Adjusted Operating Income (AOI) for Aftermarket was $52 million, compared to the average estimate of $55.52 million [4] - Segment AOI for Fuel Systems was $45 million, below the average estimate of $48.51 million [4]

Centene Corporation (CNC) reported first-quarter 2025 adjusted earnings per share (EPS) of $2.90, which surpassed the Zacks Consensus Estimate by 22.9%. Moreover, the bottom line climbed 28% year over year. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Revenues advanced 15.4% year over year to $46.6 billion. The top line beat the consensus mark by 7.2%.The quarterly results benefited on the back of solid premium growth fueled by expanding membership in the Prescription Drug Plan (PDP ...

Core Viewpoint - Sallie Mae (SLM) reported strong first-quarter 2025 earnings, driven by increased non-interest income and robust loan originations, despite challenges from higher credit loss provisions and declining net interest income [1][9]. Financial Performance - Earnings per share for Q1 2025 were $1.40, exceeding the Zacks Consensus Estimate of $1.19 and up from $1.27 in the prior-year quarter [1]. - GAAP net income rose to $305 million from $290 million year-over-year [2]. - Net interest income (NII) was $375 million, a decrease of 3.1% year-over-year, but above the consensus estimate of $359.7 million [3]. - Non-interest income increased by 18.3% year-over-year to $206 million [3]. - Non-interest expenses decreased by 4.4% year-over-year to $154.6 million [3]. Credit Quality - Provisions for credit losses increased to $23.3 million from $12 million in the prior-year quarter [4]. - Net charge-offs for private education loans were $76.2 million, down 7.7% year-over-year [4]. - The percentage of net charge-offs for private education loans held for investment was 1.88%, a contraction of 26 basis points year-over-year [4]. Balance Sheet Position - As of March 31, 2025, total deposits were $20.07 billion, down 4.7% sequentially [5]. - Private education loans held for investment increased to $21.09 billion, up 7.1% from the prior-year quarter [5]. - Private education loan originations rose by 7.3% year-over-year [5]. Share Repurchase - In Q1 2025, the company repurchased 1 million shares for $31 million under its 2024 share buyback program [6]. 2025 Outlook - The company expects diluted earnings per share to be in the range of $3.00-$3.10 [7]. - Anticipated total loan portfolio net charge-offs as a percentage of average loans in repayment is projected to be between 2.0-2.2% [7]. - Private education loan originations are expected to grow by 6-8% year-over-year [7]. - Non-interest expenses are forecasted to be in the range of $655-$675 million [7].