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Zoetis Stock Rises 13% in a Month: Time to Add to Your Portfolio?
ZACKS· 2025-06-05 18:05
Core Insights - Zoetis (ZTS) has seen a 12.5% increase in share price over the past month, indicating strong market performance in the animal health sector [1] - The company operates across seven major product categories and serves eight core species, including both livestock and companion animals [1] Product Performance - Strong growth is attributed to Zoetis' companion animal portfolio, with key products like Apoquel, Cytopoint, and newer offerings such as Simparica and ProHeart 12 driving sales [3] - Recent FDA approvals for Apoquel Chewable and expanded indications for Simparica Trio are expected to enhance demand further [3] International Expansion - Zoetis is expanding its international presence, with products like Rimadyl approved in China and strong uptake of monoclonal antibody therapies for osteoarthritis pain in pets [4] Strategic Acquisitions - The company has been actively acquiring businesses to strengthen its market position, including the acquisition of PetMedix Ltd. and adivo GmbH, which focus on antibody-based therapeutics for companion animals [6] Technological Advancements - In early 2024, Zoetis enhanced its Vetscan Imagyst diagnostics platform with AI capabilities for urine testing and lymph node screening, improving in-clinic diagnostic capabilities [7] Shareholder Value - Zoetis has consistently increased dividends, with a 16% increase in the third quarter of 2025 compared to 2024, making it an attractive option for investors [8] Stock Performance and Valuation - Year-to-date, Zoetis shares have gained 3.5%, underperforming the industry average of 10.4%, but still outperforming the sector and S&P 500 [9] - The stock is currently trading at a premium valuation compared to the industry, but strong fundamentals suggest potential for lucrative returns [12] Earnings Estimates - The Zacks Consensus Estimate for Zoetis' 2025 earnings per share has risen from $6.08 to $6.26, with 2026 estimates increasing from $6.65 to $6.79, indicating a positive outlook for growth [15]
Here's Why You Should Add Hawkins Stock to Your Portfolio Now
ZACKS· 2025-06-05 16:25
Core Viewpoint - Hawkins, Inc. (HWKN) has experienced a significant share price increase of approximately 31.5% over the past three months, driven by strong performance in its Water Treatment segment and strategic acquisitions [1] Group 1: Stock Performance - HWKN has outperformed its industry over the past year, with shares rising 52.8% compared to the industry's growth of 1.4% [2][7] - The stock's performance is attributed to the company's strategic focus and growth in the Water Treatment segment [7] Group 2: Earnings Growth Prospects - The Zacks Consensus Estimate for Hawkins' earnings for fiscal 2026 is currently $4.37 per share, indicating an expected year-over-year growth of 8.4% [4] - Earnings estimates for HWKN have increased by 2.6% over the past 60 days, reflecting stronger growth expectations [5][7] - The consensus estimate for the fiscal first quarter has also been revised upward by 3.1% during the same period, boosting investor confidence [5] Group 3: Strategic Initiatives - Hawkins is focusing on its Water Treatment segment, which has seen a revenue increase of 10% year-over-year, reaching a record $245.3 million in the fiscal fourth quarter, driven by a 21% sales growth in this segment [8] - Recent acquisitions, including Industrial Research Corporation and Wofford Water Service, align with Hawkins' growth strategy and enhance its market presence in key regions [9] - The company has implemented a pricing strategy to counter cost inflation, which is supporting its financial results and commitment to enhancing shareholder value [9]
Superior Group of Companies to Participate in the Sidoti June Investor Conference
Globenewswire· 2025-06-04 20:05
Company Overview - Superior Group of Companies, Inc. (SGC) was established in 1920 and operates in three business segments: Healthcare Apparel, Branded Products, and Contact Centers, which serve large, fragmented, and growing markets [2] - The company focuses on creating extraordinary brand engagement experiences for customers and employees through its commitment to service, quality, advanced technology, and omnichannel commerce, providing it with competitive advantages [2] - SGC aims to enhance shareholder value by pursuing a combination of organic growth and strategic acquisitions [2] Upcoming Events - The Chairman, President, and CEO, Michael Benstock, along with CFO Mike Koempel, will participate in a fireside chat at the Sidoti Virtual Investor Conference on June 12, 2025, at 9:15 AM Eastern Time [1] - A live webcast and replay of the event will be available on the company's Investor Relations website [1] - Management will also host virtual meetings throughout the day of the conference [1]
Lithia & Driveway (LAD) Rises to Number 124 on 2025 Fortune 500
Prnewswire· 2025-06-03 09:30
Core Insights - Lithia & Driveway has risen to 124 on the 2025 Fortune 500 list, improving 16 positions from 140 in 2024, and maintains its status as the largest automotive retailer globally for the second consecutive year [1][2][3] Company Performance - Lithia & Driveway first appeared on the Fortune 500 list in 2015 at 482 with a revenue of $7.9 billion, and has shown consistent growth, achieving $36.2 billion in revenue in 2024 [2][3] - The company's growth is attributed to a combination of organic growth, strategic acquisitions, digital innovation, and an expanding network of dealerships [3] Business Strategy - The advancement in ranking and leadership in automotive retail highlights the effectiveness of the company's long-term growth strategy and disciplined business model execution [3] - Lithia & Driveway aims to drive operational excellence, accelerate growth, and enhance customer experiences through a comprehensive network of physical locations and e-commerce platforms [4]
Watts Water Stock Rises 26% in a Year: Will the Uptrend Continue?
ZACKS· 2025-06-02 16:26
Core Insights - Watts Water Technologies, Inc. (WTS) has shown resilience in a volatile market, achieving a 26% gain over the past year, outperforming its industry and the S&P 500 [1][9] - The company's shares are trading near their 52-week high, indicating strong investor confidence [2] Group 1: Growth Strategies - WTS is expanding through strategic acquisitions, including I-CON Systems and Josam Company, which have positively contributed to sales in the Americas [6][7][10] - The launch of Nexa, an intelligent water management solution, is expected to enhance service revenues and support margin expansion [4] - The company anticipates incremental sales of around $7 million in the Americas for the second quarter of 2025, driven by acquisitions [6] Group 2: Financial Performance - For Q2 2025, WTS projects an adjusted operating margin between 19.1% and 19.7%, reflecting a year-over-year growth of 30-90 basis points [5] - The company updated its sales guidance for 2025, expecting a range from a decline of 2% to an increase of 3% [11] Group 3: Market Challenges - WTS faces challenges in its Europe segment, with a projected sales decline of 9% to 3% for 2025 due to ongoing market weakness and inventory destocking [13] - The company is also contending with potential margin pressure from tariffs and a weaker global economy [14]
PROP vs. CIVI: Which DJ Basin Player Has the Upper Hand?
ZACKS· 2025-05-30 12:41
Core Viewpoint - Prairie Operating Co. (PROP) and Civitas Resources (CIVI) are two independent energy firms competing in Colorado's DJ Basin, with PROP focusing on aggressive growth through acquisitions and CIVI emphasizing cost discipline and expansion into high-return Permian assets [1][2]. Group 1: Prairie Operating Co. (PROP) - Strategic Growth via Acquisitions: PROP has executed over $800 million in acquisitions since 2023, tripling its scale and adding 54,000 net acres and over 28,000 BOE/d in output [3][4]. - Financial Firepower and Production Growth: Adjusted EBITDA for 2025 is forecasted between $350 million and $370 million, with net income guidance of $69 million to $102 million, and expected production averaging 29,000 to 31,000 BOE/d in 2025, a more than 300% increase year over year [4][5]. - Strategic Hedging Locks in Upside: PROP has hedged about 85% of its 2025 daily production at $68.27/bbl WTI, providing visibility on cash flows and protecting against market volatility, with a hedge book valued at approximately $70 million [5]. Group 2: Civitas Resources (CIVI) - Cost Optimization and Cash Flow Strength: CIVI is targeting $100 million in additional annual free cash flow through a company-wide cost optimization plan, expecting to generate $1.3 billion in free cash flow in 2024 and $1.1 billion in 2025 [6]. - Focused Permian Expansion: CIVI has shifted 40% of its capital activity to the Delaware Basin, which has shown the highest returns, with operational gains reflected in faster drilling rates and enhanced capital efficiency [7]. - Robust Balance Sheet and Hedging Strategy: CIVI aims to achieve a $4.5 billion net debt target by year-end 2025, with nearly $200 million in hedge value secured, insulating free cash flow against oil price volatility [8]. Group 3: Price Performance and Valuation - Price Performance: Both PROP and CIVI have seen significant declines over the past year, with PROP down 71% and CIVI down 61%, attributed to weak oil prices and macro concerns [10]. - Valuation Comparison: PROP trades at 0.27X forward sales, significantly lower than CIVI's 0.56X, indicating a potential undervaluation [13]. - EPS Estimates: PROP's earnings are projected to surge by 382.9% in 2025, while CIVI's EPS is expected to fall by 29.3% in the same year, highlighting PROP's stronger growth trajectory [14][16]. Group 4: Conclusion - Both PROP and CIVI carry a Zacks Rank 3 (Hold), with CIVI offering strong free cash flow and disciplined cost control, while PROP presents exciting growth potential and an improving cash flow profile, positioning PROP slightly better at this moment [19].
Prestige Consumer Gains 35.7% in a Year: What's Driving the Stock?
ZACKS· 2025-05-27 13:15
Core Viewpoint - Prestige Consumer (PBH) has shown strong momentum with a 35.7% increase in share price over the past year, outperforming the industry growth of 7.9% and the S&P 500's 9.3% increase, indicating solid fundamentals and growth opportunities for investors [1] Company Overview - Prestige Consumer develops, manufactures, markets, sells, and distributes over-the-counter (OTC) healthcare and household cleaning products across the United States, Canada, Australia, and other international markets, including e-commerce channels [2] - The company operates through two segments: North American OTC Healthcare and International OTC Healthcare, with major brands including BC, Goody's, Chloraseptic, and Dramamine [3] Factors Favoring Share Price Growth - The upward trend in PBH's share price is supported by a diverse portfolio of well-recognized consumer brands, with significant contributions from the Gastrointestinal (GI) and Women's Health categories in fiscal 2025 [4] - The company is experiencing impressive growth in the e-commerce channel, reflecting a long-term trend of increasing online purchases [4] - Strategic acquisitions, including TheraTears and Hydralyte, are viewed positively by investors, enhancing PBH's product offerings in the VMS and Cough & Cold categories [5] - PBH's focus on brand building and product innovation has allowed its brands to maintain a leading market share, with Hydralyte's expansion into international markets exemplifying this strategy [6] Market Position and Brand Strength - The Fleet brand, a leader in the rectal laxative category, holds over 50% market share and is expanding into adjacent categories [7] - The women's health franchise is represented by leading brands Monistat and Summer's Eve, contributing to PBH's strong market position [7] Financial Estimates - The Zacks Consensus Estimate for PBH's fiscal 2026 EPS has increased by 0.2% to $4.77, with an earnings yield of 5.6% compared to the industry's 0.6% [11]
AST Business Growth & Strategic Acquisitions Support STERIS Stock
ZACKS· 2025-05-21 16:41
Core Insights - STERIS is enhancing its product offerings through new acquisitions and partnerships, currently holding a Zacks Rank 2 (Buy) [1] Group 1: Growth Drivers - The Healthcare segment of STERIS is benefiting from the successful market adoption of its infection prevention consumables and capital equipment, with a reported revenue growth of 5% year over year for Q4 fiscal 2025 [2] - The Applied Sterilization Technologies (AST) division saw a 9% reported growth year over year in Q4 fiscal 2025, driven by a 6% increase in service revenues, with organic revenues in high single digits [3] - STERIS is experiencing increased bioprocessing demand, while global demand from MedTech customers remains stable [3] Group 2: Strategic Acquisitions - STERIS frequently engages in strategic acquisitions and joint ventures, including the recent purchase of surgical instrumentation and sterilization container assets from BD, which enhances its Healthcare product offerings [4] - The company anticipates a strong fiscal year ahead, with reported revenues from continuing operations expected to grow approximately 6-7% in fiscal 2026 [4] Group 3: Stock Performance - Over the past three months, STERIS shares have risen 13.6%, contrasting with an 11.8% dip in the industry, driven by sustained growth in bioprocessing demand and strategic acquisitions [5]
Onfolio Holdings Inc. Announces First Quarter 2025 Financial Results and Provides Corporate Update
Globenewswire· 2025-05-16 13:00
WILMINGTON, Del., May 16, 2025 (GLOBE NEWSWIRE) -- Onfolio Holdings Inc. (NASDAQ: ONFO, ONFOW) (OTC: ONFOP) ("Onfolio" or the "Company"), a company that primarily acquires and manages a portfolio of digital marketing and online education businesses, announces financial results for the first quarter ended March 31st 2025. Financial Highlights First quarter revenue increased 77% to $2.81M vs. $1.58M in the prior year period and increased 12.8% from $2.49M in Q4 of 2024First quarter gross profit increased 70% ...
Is it Worth Retaining Boston Scientific Stock in Your Portfolio Now?
ZACKS· 2025-05-14 12:15
Core Viewpoint - Boston Scientific's first-quarter 2025 performance is characterized by strong international expansion and strategic acquisitions, although it faces challenges from currency fluctuations and competitive pressures [1][10]. Group 1: Financial Performance - In the past year, Boston Scientific's shares have increased by 40%, outperforming the industry and S&P 500, which grew by 10.2% and 11.2% respectively [2]. - The company has a market capitalization of $152.31 billion and has consistently beaten earnings expectations over the last four quarters, with an average surprise of 8.79% [2]. - The Zacks Consensus Estimate for Boston Scientific's 2025 earnings per share has increased by 2.1% to $2.91, while the revenue estimate is projected at $19.49 billion, reflecting a 16.4% increase year-over-year [12]. Group 2: International Expansion - Boston Scientific is actively expanding its operations in international markets, particularly in emerging markets, which show strong growth potential due to favorable economic conditions and healthcare sector developments [3]. - In the first quarter of 2025, emerging markets reported a nearly 9.8% year-over-year growth in net sales on an operational basis [4]. - The Europe, Middle East, and Africa (EMEA) region saw an 8% year-over-year sales growth, driven by strong performance in electrophysiology and double-digit growth in key technologies [5]. - In the Asia Pacific (APAC) region, Japan experienced double-digit growth, while China achieved high single-digit growth despite a challenging comparison from the previous year [6]. Group 3: Strategic Acquisitions - Recent acquisitions by Boston Scientific, including Bolt Medical and Cortex, are expected to enhance the company's product offerings and long-term revenue growth [7]. - The company is also in the process of acquiring SoniVie and Intera Oncology, which will expand its capabilities in renal denervation and interventional oncology, respectively [8]. Group 4: Challenges - Boston Scientific is significantly exposed to currency fluctuations, with 40% of its sales coming from international markets, which has negatively impacted its performance in recent quarters [10]. - The medical devices market is highly competitive, with Boston Scientific facing challenges from both large, well-capitalized companies and smaller players across various segments [11].