Edgewell Personal Care (EPC) came out with quarterly earnings of $0.87 per share, missing the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.33%. A quarter ago, it was expected that this consumer products maker would post earnings of $0.13 per share when it actually produced earnings of $0.07, delivering a surprise of -46.15%.Over the last four ...

Core Viewpoint - Recursion Pharmaceuticals reported a wider-than-expected loss in Q1 2025, leading to a significant decline in its stock price due to disappointing financial results and pipeline setbacks [1][2][5]. Financial Performance - The company reported a loss of 50 cents per share, compared to the Zacks Consensus Estimate of a loss of 44 cents, and a loss of 39 cents per share in the same quarter last year [1]. - Total revenues for the quarter were $14.7 million, a 7% increase year over year, but below the Zacks Consensus Estimate of $20 million [2]. - Research and development (R&D) expenses surged 92% to $129.6 million, driven by agreements for upgrading its therapeutic development platform and a business combination with Exscientia [3]. - General and administrative (G&A) expenses rose 74% to $54.7 million, influenced by the inclusion of G&A expenses from the Exscientia business combination [4]. - The company had cash and equivalents of $509 million as of March 31, 2025, down from $603 million at the end of 2024, which is expected to sustain operations into mid-2027 [5]. Pipeline Developments - Recursion Pharmaceuticals discontinued the development of its lead candidate, REC-994, and REC-2282 due to unfavorable efficacy results from mid-stage studies [7]. - The company also halted the mid-stage study of REC-3964 for treating clostridioides difficile infection, opting to focus on areas with greater unmet needs [8]. - The company is now concentrating on other candidates, including REC-4881, which showed a preliminary median 43% reduction in polyp burden in a phase Ib/II study [9][10]. - REC-1245 is being evaluated in the phase I/II DAHLIA study for biomarker-enriched solid tumors and lymphoma, with data expected in the first half of 2026 [12].

Core Viewpoint - AdvanSix reported quarterly earnings of $0.93 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, and showing a significant improvement from a loss of $0.56 per share a year ago [1][2] Financial Performance - The company achieved revenues of $377.79 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 8.80% and increasing from $336.83 million year-over-year [2] - Over the last four quarters, AdvanSix has consistently surpassed consensus EPS estimates [2] Stock Performance - AdvanSix shares have declined approximately 25.2% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.37 on revenues of $431.3 million, and for the current fiscal year, it is $3.61 on revenues of $1.57 billion [7] - The trend of estimate revisions for AdvanSix has been unfavorable leading up to the earnings release [6] Industry Context - The Chemical - Specialty industry, to which AdvanSix belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8]

Core Insights - ANSYS, Inc. reported first-quarter 2025 earnings of $1.64 per share, missing the Zacks Consensus Estimate by 6.3%, but showing an 18% year-over-year increase [1] - Revenues of $504.9 million also missed estimates by 4.6%, yet grew 8.2% year over year on a reported basis and 9.9% on a constant currency basis, driven by growth in maintenance, service, and subscription lease revenues [1] Financial Performance - Subscription lease revenues accounted for 19.2% of total revenues, increasing 4% year over year at constant currency to $96.9 million [4] - Perpetual licenses revenues, making up 12.5% of total revenues, decreased 2.9% at constant currency to $63 million [4] - Maintenance revenues, which comprised 64.2% of total revenues, rose 13.9% year over year at constant currency to $324.4 million [5] - Service revenues increased 22.5% at constant currency to $20.4 million [5] - Total deferred revenues and backlog reached $1,627.7 million, up 18.9% year over year [6] Regional Performance - The Americas contributed 45.6% to revenues, with a year-over-year increase of 10.5% at constant currency to $230.4 million [6] - EMEA contributed 23.5% to revenues, with a 2.6% increase at constant currency to $118.9 million [6] - Asia-Pacific contributed 30.8% to revenues, with a 15% increase at constant currency to $155.7 million [6] Operating Metrics - Non-GAAP gross margin improved by 30 basis points year over year to 91.2% [7] - Total operating expenses rose 5.3% year over year to $373.4 million, primarily due to increased selling, general and administrative, and research and development expenses [7] - Non-GAAP operating margin increased by 130 basis points to 33.5% from 32.2% in the prior-year quarter [9] Balance Sheet and Cash Flow - As of March 31, 2025, cash and short-term investments totaled $1.8 billion, up from $1.5 billion as of December 31, 2024 [10] - Long-term debt was $754.3 million, showing a slight increase from the previous quarter [10] - Cash from operations increased by 41% to $398.9 million from $282.8 million in the prior-year quarter [10] Acquisition Update - Ansys and Synopsys announced a $35 billion acquisition deal, with Ansys shareholders set to receive $197 in cash and 0.3450 Synopsys shares per ANSS share [2] - The deal has received regulatory clearance from multiple jurisdictions, including the Israeli Competition Authority and the U.K. Competition and Markets Authority [3] - The acquisition is expected to close in the first half of 2025, and Ansys has suspended its earnings calls and guidance due to the pending acquisition [3]

Core Insights - Oshkosh Corporation (OSK) reported first-quarter 2025 adjusted earnings of $1.92 per share, missing the Zacks Consensus Estimate of $2.02, and a decline from $2.89 in the same period last year [1] - Consolidated net sales fell 9.1% year over year to $2.31 billion, also missing the Zacks Consensus Estimate of $2.41 billion [1] Segmental Performance - **Access Segment**: Net sales declined 22.7% year over year to $957.1 million due to lower sales volume in North America and higher discounts, missing the Zacks Consensus Estimate of $993 million. Operating income fell 50.5% to $103.1 million, accounting for 10.8% of sales, also missing the estimate of $114 million [2] - **Defense Segment**: Net revenues declined 9.1% year over year to $463 million due to lower sales of tactical wheeled vehicles, missing the Zacks Consensus Estimate of $519 million. Operating income fell 95.5% year over year to $0.6 million, lagging the estimate of $14.12 million [3] - **Vocational Segment**: Net sales rose 12.2% year over year to $866.8 million, but lagged the Zacks Consensus Estimate of $873 million. Operating income surged 47.1% to $117.8 million, accounting for 13.6% of sales, surpassing the estimate of $115 million [4] Financial Overview - As of March 31, 2025, Oshkosh had cash and cash equivalents of $210.3 million, up from $204.9 million as of December 31, 2024. Long-term debt increased to $1.1 billion from $599.5 million as of December 31, 2024 [4] Dividend Declaration - Oshkosh declared a quarterly cash dividend of 51 cents per share, payable on May 30, 2025, to shareholders of record as of May 16, 2025 [5] 2025 Guidance - The company anticipates full-year 2025 adjusted earnings per share to be $11, with a net negative impact of about $1 per share from tariffs, partially offset by cost reductions of up to 50 cents per share [6] Zacks Rank - Oshkosh currently carries a Zacks Rank 4 (Sell). In comparison, Hesai Group (HSAI) has a Zacks Rank 1 (Strong Buy), and Standard Motor Products, Inc. (SMP) has a Zacks Rank 2 (Buy) [7]

Norwegian Cruise Line Holdings Ltd. (NCLH) reported first-quarter 2025 results, with earnings and revenues missing the Zacks Consensus Estimate. Both top and bottom lines decreased on a year-over-year basis. Following the results, the company’s shares declined 8.5% in today’s pre-market trading session.Results in the quarter were hurt by a 2% decline in Capacity Days, stemming from a higher number of Berths out of service due to larger ships undergoing dry-dock, as well as a strategic move to reduce passeng ...

Core Insights - The company has achieved a significant milestone by generating initial revenues from its FDA-cleared life support technology, specifically the INSPIRA™ ART100 systems, deployed in a leading U.S. healthcare facility [1][2][3] - The revenue generated is in the low hundreds of thousands of dollars, marking a successful step in the company's strategy to expand its presence in the U.S. healthcare market [2][3] - The CEO emphasized that this achievement validates the company's innovative technology and its ability to collaborate with top-tier medical institutions, which is crucial for advancing the adoption of its life-support systems [3] Company Overview - Inspira Technologies is focused on developing innovative respiratory support and diagnostic technologies, with its flagship product, the INSPIRA ART500 system, designed to allow patients to remain awake during treatment while stabilizing oxygen levels without mechanical ventilation [4] - The INSPIRA ART100 system is FDA-cleared for cardiopulmonary bypass procedures and has also received regulatory approvals in Israel for similar applications [4] - The company is also developing the HYLA blood sensor technology for continuous, real-time blood monitoring without the need for blood draws, along with other pipeline products [4] Market Context - The INSPIRA ART500 aims to revolutionize the $19 billion mechanical ventilation market by providing a safer alternative that allows patients to avoid mechanical ventilation during treatment [3] - The company plans to install additional INSPIRA ART100 systems at a second leading academic medical center, further expanding its clinical footprint [2][3]

Company Performance - Definitive Healthcare Corp. reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of 14.29% [1] - The company posted revenues of $62.29 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 3.02%, although this represents a decline from year-ago revenues of $65.93 million [2] - Over the last four quarters, the company has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Definitive Healthcare shares have increased approximately 24.1% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.3% [3] - The current consensus EPS estimate for the upcoming quarter is $0.09 on revenues of $59.65 million, and for the current fiscal year, it is $0.30 on revenues of $241.89 million [7] Industry Outlook - The Internet - Software industry, to which Definitive Healthcare belongs, is currently ranked in the top 33% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5]