Core Insights - Woodward, Inc. has been selected by Airbus SE to supply the electro-hydraulic Spoiler Actuation System for the A350 aircraft, covering 12 of the 14 spoilers and including long-term maintenance and repair services under Airbus' Flight Hour Services program [1][9] - The spoiler actuation system is crucial for flight control, affecting lift disruption, roll control, and braking during landing, contributing to the A350's reputation for fuel efficiency and advanced aerodynamics [2] - The announcement at the Paris Airshow enhances Woodward's position as a leader in aerospace control systems, reflecting Airbus' confidence in Woodward's technology and production reliability [3] Company Performance - Woodward's Aerospace segment is experiencing robust growth, with a reported 12.9% year-over-year increase in sales, driven by a 52% rise in defense OEM and 23% growth in commercial aftermarket sales [5] - For fiscal 2025, Woodward expects Aerospace revenue growth to be between 8-13%, an increase from the previous estimate of 6-13%, with earnings projected at 20-21% of revenues [6][9] - The ongoing collaboration with Airbus is expected to provide stable, recurring revenue and enhance Woodward's competitive edge in the aerospace market [4] Market Dynamics - The commercial aerospace market is cyclical, and Woodward faces competition from major domestic and international players, with potential impacts from market dynamics such as new product launches and pricing fluctuations [7] - Supply chain issues remain a challenge for the Aerospace segment, but the overall demand in the aerospace industry is driving Woodward's performance [5][7] Stock Performance - Woodward currently holds a Zacks Rank 2 (Buy), with shares increasing by 26.7% over the past year, compared to the industry's growth of 41.2% [8]

Core Insights - Zillow Group, Inc. reported mixed first-quarter 2025 results, with net income missing estimates but revenue exceeding expectations, showing year-over-year growth [1][3][4] Financial Performance - Net income on a GAAP basis was $8 million (3 cents per share), recovering from a net loss of $23 million (10 cents per share) in the prior-year quarter [3] - Non-GAAP net income improved to $105 million (41 cents per share) from $93 million (36 cents) year-over-year, although it missed the Zacks Consensus Estimate by 2 cents [3] - Quarterly revenues increased to $598 million from $529 million in the previous year, surpassing the Zacks Consensus Estimate of $589 million [4] - Residential revenues rose 6% to $417 million, driven by growth in Premier Agent offerings and other services [4] - The Mortgages segment generated $41 million in revenues, up from $31 million, with a 32% increase in purchase loan origination [5] - Rental revenues surged 33% to $129 million, primarily due to a 47% growth in multifamily revenues [5] Operational Metrics - Gross profit for the quarter was $459 million, compared to $406 million in the prior-year quarter, attributed to revenue growth across all segments [6] - Operating expenses increased to $468 million from $451 million year-over-year [6] - Adjusted EBITDA rose to $153 million from $125 million, supported by higher revenues and cost discipline [6] Cash Flow and Liquidity - Cash generated from operating activities was $104 million, up from $80 million in the prior-year quarter [7] - As of March 31, 2025, the company had $914 million in cash and cash equivalents, with $37 million in other long-term liabilities [7] Future Outlook - For Q2 2025, Zillow expects total revenues between $635 million and $650 million, with adjusted EBITDA projected at $140 million to $155 million [8] - The company anticipates approximately 30% year-over-year growth in Mortgages revenues, mid-single-digit growth in residential revenues, and 35% growth in rental revenues [8] - For the full year 2025, Zillow expects low to mid-teens revenue growth and positive GAAP net income [9]