DXC Technology, Inc. (DXC) reported better-than-expected bottom-line results for the fourth quarter of fiscal 2025. The company reported non-GAAP earnings of 84 cents per share, beating the Zacks Consensus Estimate by 10.5%. However, the bottom line decreased 13.4% year over year.DXC reported revenues of $3.17 billion for the fiscal fourth quarter, which beat the Zacks Consensus Estimate by 1.2% but decreased 6.4% year over year. On an organic basis, revenues declined 4.2% year over year.DXC’s Q4 Results in ...

Core Insights - Tredegar Corporation's shares have increased by 3.8% since the earnings report for Q1 2025, underperforming compared to the S&P 500's 4.5% growth during the same period [1] - The stock has shown a significant increase of 15.8% over the past month, outperforming the S&P 500's 8.8% growth [1] Financial Performance - For Q1 2025, Tredegar reported a net income from continuing operations of $0.02 per share, down from $0.08 per share in Q1 2024 [2] - Adjusted net income from ongoing operations decreased to $0.10 per share from $0.14 per share year-over-year [2] - Net sales reached $164.7 million, marking a 14.4% increase from $144 million in the same quarter last year [2] Segment Performance - **Aluminum Extrusions (Bonnell Aluminum)**: - Net sales increased by 17% year-over-year to $133.6 million, driven by a 12% rise in sales volume and higher metal costs [4] - EBITDA from ongoing operations fell by 27% to $9.2 million due to unfavorable sales mix, increased input costs, and higher labor and maintenance expenses [4] - Specialty products saw a volume growth of 52.8%, primarily from solar panel applications [4] - **PE Films**: - EBITDA improved by 8.9% to $7.5 million despite a 4% drop in sales volume [5] - Net sales increased by 3.2% to $25.5 million, supported by strong performance in surface protection films [5] Management Commentary - CEO John Steitz highlighted a recovery in Bonnell Aluminum, with a 36% year-over-year increase in net new orders, reaching the highest open orders in two years [6] - The new Section 232 tariffs on aluminum imports are expected to help regain market share lost to underpriced imports [6] - On PE Films, management anticipates normalization in demand in subsequent quarters, remaining cautious about global trade developments [7] Cost and Expense Analysis - The decline in Aluminum Extrusions' EBITDA was attributed to a lower spread between selling prices and metal costs, unfavorable manufacturing yields, and increased labor and maintenance expenses [8] - SG&A costs in this segment rose by 38.5%, primarily due to compensation, travel, and consulting fees [9] Guidance and Financial Position - For 2025, Tredegar forecasts capital expenditures of $17 million for Bonnell Aluminum and $3 million for PE Films [11] - Total debt decreased to $56.6 million as of March 31, 2025, from $61.9 million at the end of 2024, with a net leverage ratio of 1.1x [12] Other Developments - The company completed the sale of its Terphane business, resulting in a $9.4 million gain from discontinued operations [13] - Restructuring activities included the closure of the Richmond, VA, PE Films technical center [13]

Core Viewpoint - Landstar System, Inc. reported disappointing first-quarter 2025 earnings, with EPS of 85 cents falling short of the Zacks Consensus Estimate of 92 cents and declining 35.6% year over year [1] Financial Performance - Revenues for the quarter reached $1.15 billion, exceeding the Zacks Consensus Estimate of $1.13 billion but down 1.5% year over year [2] - Operating income decreased by 34.2% to $39.4 million compared to the prior-year quarter [3] - Total costs and expenses slightly increased by 0.1% to $1.12 billion [3] Segment Performance - Truck transportation segment revenues, which accounted for 89.8% of total revenues, were $1.05 billion, down 1.8% year over year but above expectations of $1.01 billion [4] - Rail intermodal revenues fell 22.9% to $17.48 million, below expectations of $24.1 million [4] - Ocean and air-cargo carrier segment revenues improved by 21.4% year over year to $65.63 million, surpassing expectations of $58.7 million [5] - Other revenues decreased by 22.4% to $19.66 million, falling short of expectations of $25.7 million [5] Liquidity and Shareholder Returns - At the end of Q1 2025, Landstar had cash and cash equivalents of $417.42 million, down from $515.01 million in the prior quarter [6] - Long-term debt decreased to $61.9 million from $69.1 million in the previous quarter [6] - During the quarter, Landstar repurchased nearly 386,000 shares for $60.9 million and paid $83.3 million in cash dividends [7] - The board announced an 11% increase in the quarterly cash dividend to 40 cents per share, payable on June 24, 2025 [8]

Endeavour Silver Corporation (EXK) reported break-even earnings per share in the first quarter of 2025. The bottom line, however, missed the Zacks Consensus Estimate of earnings of three cents per share. Including one-time items, EXK reported a loss of 13 cents per share in the first quarter of 2025 compared with a loss of one cent in the first quarter of 2024. Endeavour Silver’s Q1 Revenues Flat Y/YThe company’s revenues were flat year over year at $64 million as gains from higher prices for silver and gol ...

Core Viewpoint - Goldman Sachs shares have increased by approximately 18.9% over the past month, outperforming the S&P 500, but there are concerns about whether this positive trend will continue leading up to the next earnings release [1] Estimates Movement - Estimates for Goldman Sachs have trended downward over the past month, with a consensus estimate shift of -9.35% [2] VGM Scores - Goldman Sachs has received a poor Growth Score of F, a Momentum Score of F, and a Value Score of F, placing it in the bottom 20% quintile for investment strategies, resulting in an overall aggregate VGM Score of F [3] Outlook - The downward trend in estimates indicates a negative outlook for Goldman Sachs, which currently holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [4] Industry Performance - Goldman Sachs is part of the Zacks Financial - Investment Bank industry, where Wells Fargo has gained 17.7% over the past month, reporting revenues of $20.15 billion for the last quarter, reflecting a year-over-year decline of -3.4% [5] - For the current quarter, Wells Fargo is expected to report earnings of $1.42 per share, indicating a year-over-year increase of +6.8%, with a Zacks Consensus Estimate change of -2% over the last 30 days, also holding a Zacks Rank 3 (Hold) and a VGM Score of F [6]

Core Insights - European Wax Center, Inc. (EWCZ) reported a revenue of $51.43 million for the quarter ended March 2025, reflecting a decrease of 0.9% year-over-year, while EPS increased to $0.22 from $0.13 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $49.4 million by 4.11%, and the EPS surpassed the consensus estimate of $0.05 by 340% [1] Financial Performance Metrics - Same-store sales increased by 0.7%, outperforming the average estimate of -0.6% from five analysts [4] - System-wide sales reached $225.90 million, exceeding the average estimate of $219.72 million from four analysts [4] - The ending center count was 1,062, slightly above the average estimate of 1,061 based on three analysts [4] - Revenue from marketing fees was $7.20 million, surpassing the average estimate of $6.78 million, representing a year-over-year increase of 1.5% [4] - Revenue from royalty fees was $12.43 million, slightly above the average estimate of $12.26 million, with a year-over-year change of -0.1% [4] - Revenue from product sales was $28.87 million, exceeding the average estimate of $27.69 million, reflecting a year-over-year decrease of 2.1% [4] - Other revenue amounted to $2.93 million, surpassing the average estimate of $2.78 million, with a year-over-year increase of 2.9% [4] Stock Performance - Shares of European Wax Center have returned +20% over the past month, compared to the Zacks S&P 500 composite's +9.9% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Insights - Dynatrace reported revenue of $445.17 million for the quarter ended March 2025, reflecting a year-over-year increase of 16.9% [1] - The earnings per share (EPS) for the quarter was $0.33, up from $0.30 in the same quarter last year, indicating a positive trend in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $434.56 million by 2.44%, and the EPS also surpassed the consensus estimate of $0.30 by 10% [1] Revenue Breakdown - Annual Recurring Revenue (ARR) totaled $1.73 billion, slightly above the nine-analyst average estimate of $1.71 billion [4] - Service revenues were reported at $21.60 million, which is a 4.1% increase compared to the year-ago quarter, but slightly below the average estimate of $21.78 million [4] - Subscription revenues reached $423.57 million, exceeding the nine-analyst average estimate of $412.89 million, and representing a year-over-year growth of 17.6% [4] Stock Performance - Over the past month, Dynatrace shares have returned +16.3%, outperforming the Zacks S&P 500 composite's +9.9% 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]

Financial Performance - For the quarter ended March 2025, Loar Holdings Inc. reported revenue of $114.66 million, reflecting a year-over-year increase of 24.9% [1] - The earnings per share (EPS) for the quarter was $0.20, a significant rise from $0.02 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $112.49 million by 1.93% [1] - The EPS also surpassed the consensus estimate of $0.16, resulting in a surprise of 25.00% [1] Key Metrics - Loar Holdings Inc. shares have returned +13.6% over the past month, outperforming the Zacks S&P 500 composite's +9.1% 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] Sales Breakdown - Total OEM Net Sales were reported at $50.08 million, slightly below the average estimate of $50.87 million [4] - Total Net Sales from Other sources were $6.55 million, compared to the average estimate of $8.05 million [4] - OEM Net Sales in Commercial Aerospace were $16.06 million, below the average estimate of $19.48 million [4] - OEM Net Sales in Business Jet and General Aviation reached $19.42 million, exceeding the average estimate of $17.42 million [4] - Total Commercial OEM Net Sales were $35.49 million, slightly below the average estimate of $36.89 million [4] - Defense OEM Net Sales were $11.73 million, surpassing the average estimate of $9.87 million [4] - Aftermarket Net Sales in Commercial Aerospace were $32.40 million, slightly below the average estimate of $33.09 million [4] - Aftermarket Net Sales in Business Jet and General Aviation were $11.44 million, exceeding the average estimate of $10.55 million [4] - Total Aftermarket Net Sales in Commercial were $43.84 million, slightly above the average estimate of $43.65 million [4] - Aftermarket Net Sales in Defense were $17.06 million, significantly above the average estimate of $12.80 million [4]

Core Insights - Sea Limited reported a revenue of $5.12 billion for the quarter ended March 2025, marking a 35.2% increase year-over-year and exceeding the Zacks Consensus Estimate by 4.21% [1] - The company's EPS was $0.86, which is an increase from $0.21 in the same quarter last year, although it fell short of the consensus estimate of $0.93 by 7.53% [1] Financial Performance Metrics - Quarterly paying users reached 65 million, surpassing the average estimate of 53 million [4] - Quarterly active users totaled 662 million, slightly above the average estimate of 657 million [4] - E-Commerce revenue was reported at $3.52 billion, which is a 28.3% year-over-year increase but below the average estimate of $3.63 billion [4] - Digital Financial Services revenue was $787.12 million, exceeding the estimate of $733.24 million and reflecting a 57.6% year-over-year growth [4] - Other Services revenue was $34.21 million, slightly below the estimate of $36.04 million, with a year-over-year increase of 17.6% [4] Adjusted EBITDA Performance - Adjusted EBITDA for Digital Entertainment was $458.21 million, significantly higher than the estimate of $322.55 million [4] - Adjusted EBITDA for E-commerce was $264.42 million, exceeding the estimate of $169.07 million [4] - Adjusted EBITDA for Digital Financial Services was $241.44 million, above the estimate of $225.87 million [4] - Unallocated expenses showed an adjusted EBITDA of -$8.44 million, slightly worse than the estimate of -$7.46 million [4] - Other Services had an adjusted EBITDA of -$9.11 million, better than the estimate of -$11.98 million [4] Stock Performance - Sea Limited's shares have returned +20% over the past month, outperforming the Zacks S&P 500 composite's +9.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]

Core Insights - Under Armour reported revenue of $1.18 billion for the quarter ended March 2025, reflecting an 11.4% decline year-over-year, with an EPS of -$0.08 compared to $0.11 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.16 billion by 1.52%, while the EPS surpassed the consensus estimate of -$0.09 by 11.11% [1] Financial Performance Metrics - Total Doors: 441, below the two-analyst average estimate of 465 [4] - North America Net Revenues: $689.40 million, exceeding the average estimate of $664.36 million, but down 10.7% year-over-year [4] - Asia-Pacific Net Revenues: $164.83 million, below the average estimate of $174.60 million, representing a 27.3% decline year-over-year [4] - Latin America Net Revenues: $45.09 million, below the average estimate of $50.19 million, reflecting a 10.3% decrease year-over-year [4] - EMEA Net Revenues: $278.62 million, slightly above the average estimate of $274.97 million, with a year-over-year change of -1.9% [4] - Footwear Net Revenues: $281.85 million, below the average estimate of $300.17 million, showing a 16.6% decline year-over-year [4] - Apparel Net Revenues: $780.37 million, above the average estimate of $765.79 million, but down 11.1% year-over-year [4] - Total Net Sales: $1.15 billion, slightly above the average estimate of $1.13 billion, with an 11.6% year-over-year decline [4] - Accessories Net Revenues: $91.50 million, exceeding the average estimate of $80.22 million, with a year-over-year increase of 2.3% [4] - License Revenues: $24.22 million, slightly below the average estimate of $24.53 million, reflecting a 14.9% decline year-over-year [4] - Wholesale Net Revenues: $767.60 million, above the average estimate of $742.17 million, but down 9.7% year-over-year [4] - Direct to Consumer Net Revenues: $386.11 million, below the average estimate of $405.57 million, representing a 15.1% decline year-over-year [4] Stock Performance - Under Armour shares have returned +14.2% over the past month, outperforming the Zacks S&P 500 composite's +9.1% 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]