Core Viewpoint - The company demonstrates resilient performance supported by a diversified portfolio and cost savings despite facing an uncertain macro-environment and challenges in demand [1][3]. Financial Performance - Q1 2025 underlying net sales were €1,122 million, down 6.6% from Q1 2024, with an organic decline of 5.8% [2][4]. - Underlying EBITDA for Q1 2025 decreased to €250 million, a 5.9% decline year-on-year, with an EBITDA margin of 22.3%, slightly up by 0.2 percentage points [2][4]. - Free Cash Flow (FCF) in Q1 2025 was €42 million, a significant drop of 66.5% compared to €126 million in Q1 2024 [2][4]. - The return on capital employed (ROCE) fell to 17.2%, down 2.7 percentage points from 19.8% in Q1 2024 [2][4]. Cost Management and Savings - Structural cost savings initiatives yielded €27 million in Q1 2025, bringing total cumulative savings to €137 million since the beginning of 2024 [4]. - The company aims to achieve total cost savings of €200 million by the end of 2025 [8]. 2025 Outlook - The company expects Q2 2025 underlying net sales to remain stable sequentially compared to Q1 2025, while underlying EBITDA is anticipated to decrease due to a one-off gain in Q1 and increased stranded costs from exiting a service agreement [3][4]. - The guidance for underlying EBITDA in 2025 is expected to reach the lower half of the range of €1.0 billion to €1.1 billion [8]. - Free cash flow guidance for 2025 is confirmed at around €300 million, primarily expected in the second half of the year [8]. Market Conditions - The macro-environment remains uncertain, leading to cautious behavior from customers, particularly affecting the Soda Ash segment in March [4]. - Despite these challenges, most other business segments have shown resilient performance [4].

1、市场早间低开高走，创业板指盘中涨近2%。军工板块延续强势，金通灵、华伍股份、航天长峰、成 飞集成等十余股涨停。鸿蒙概念股表现活跃，网达软件、东方中科、东华软件等涨停。光伏板块集体反 弹，高测股份、星帅尔、汉钟精机涨停。算力硬件方向走强，沃尔核材涨停，新易盛涨超10%。下跌方 面，PEEK材料概念调整，中欣氟材跌停。个股涨多跌少，沪深京三市超3800股飘红，上午半天成交 8272亿。午间收盘沪指涨0.38%，深成指涨1.03%，创业板涨1.74%。 2、板块概念方面，军工、光伏、鸿蒙、AI应用等板块领涨；PEEK材料、农业、化工、航运港口等板 块下跌； 3、两市共3686只个股上涨，85只个股涨停；1247只个股下跌，5只个股跌停；16只股票炸板，炸板率 21%。 ...

For the quarter ended March 2025, Compass Minerals (CMP) reported revenue of $494.6 million, up 35.9% over the same period last year. EPS came in at $0.63, compared to $1.49 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $413.88 million, representing a surprise of +19.50%. The company delivered an EPS surprise of +61.54%, with the consensus EPS estimate being $0.39.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

Trinseo (TSE) came out with a quarterly loss of $1.37 per share versus the Zacks Consensus Estimate of a loss of $1.40. This compares to loss of $1.94 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.14%. A quarter ago, it was expected that this plastics and latex maker would post a loss of $2.30 per share when it actually produced a loss of $2.67, delivering a surprise of -16.09%.Over the last four quarters, the company has ...

Compass Minerals (CMP) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $1.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 61.54%. A quarter ago, it was expected that this minerals producer would post a loss of $0.05 per share when it actually produced a loss of $0.55, delivering a surprise of -1,000%.Over the last four quarters, the c ...

View all Key Company Metrics for Corteva, Inc. here>>> Shares of Corteva, Inc. have returned +12.5% over the past month versus the Zacks S&P 500 composite's +10.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Revenue- Crop Protection: $1.71 billion versus the four-analyst average estimate of $1.77 billion. The reported number represents a year-over-year change of -1.8%. Revenue- Seed: $2.71 billion versus the four- ...

Core Viewpoint - Kronos Worldwide reported quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.17 per share, but showing an improvement from $0.07 per share a year ago, indicating a mixed performance in earnings despite a revenue increase [1][2]. Financial Performance - The company posted revenues of $489.8 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.98% and showing an increase from $478.8 million year-over-year [2]. - Over the last four quarters, Kronos Worldwide has only surpassed consensus EPS estimates once [2]. Stock Performance - Shares of Kronos Worldwide have declined approximately 23.6% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3]. - The current consensus EPS estimate for the upcoming quarter is $0.23 on revenues of $528.43 million, and for the current fiscal year, it is $0.90 on revenues of $2 billion [7]. Industry Outlook - The Zacks Industry Rank for Chemical - Diversified is currently in the bottom 24% of over 250 Zacks industries, suggesting that the industry outlook may negatively impact stock performance [8]. - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could influence investor sentiment [5].

Core Insights - NL Industries, Inc. reported a significant decline in net income for Q1 2025, with net income attributable to NL stockholders at $0.7 million ($0.01 per share), down from $6.8 million ($0.14 per share) in Q1 2024, primarily due to an unrealized loss in marketable equity securities [1][6][16] - CompX experienced an increase in net sales to $40.3 million in Q1 2025, up from $38.0 million in Q1 2024, driven by higher sales in Marine Components and Security Products [2][18] - Kronos' net sales rose to $489.8 million in Q1 2025, a 2% increase from the previous year, attributed to higher sales volumes in North America and Europe, despite lower export volumes [4][20] NL Industries Financial Performance - The company recognized an unrealized loss of $8.5 million in Q1 2025 compared to a gain of $2.4 million in Q1 2024 related to marketable equity securities [1][6] - Corporate expenses increased by $0.3 million in Q1 2025, mainly due to higher environmental remediation costs [6][16] - Interest and dividend income decreased by $0.6 million in Q1 2025, attributed to lower average interest rates and decreased cash balances [6][16] CompX Performance - CompX's segment profit increased to $5.9 million in Q1 2025 from $3.7 million in Q1 2024, primarily due to higher Marine Components sales and improved gross margins [2][18] - The increase in net sales was primarily driven by higher demand in the towboat and government markets [2][18] Kronos Performance - Kronos' income from operations surged to $38.4 million in Q1 2025, up from $19.5 million in Q1 2024, driven by increased sales and production volumes, as well as reduced production costs [5][20] - TiO2 production volumes increased by 18% in Q1 2025 compared to the same period in 2024, with production facilities operating at average capacities of 93% [5][20] - Average TiO2 selling prices were 2% higher at the start of 2025 compared to the beginning of 2024, although they declined by 3% during Q1 2025 due to market pressures [4][5]

Dallas, Texas, May 07, 2025 (GLOBE NEWSWIRE) -- Kronos Worldwide, Inc. (NYSE:KRO) today reported net income of $18.1 million, or $.16 per share, in the first quarter of 2025 compared to net income of $8.1 million, or $.07 per share, in the first quarter of 2024. Net income increased in the first quarter of 2025 as compared to the first quarter of 2024 primarily due to higher income from operations as a result of higher sales and production volumes, higher average TiO2 selling prices, and decreases in per me ...

Core Viewpoint - International Flavors & Fragrances Inc. (IFF) reported mixed financial results for Q1 2025, with adjusted earnings per share beating estimates, but a significant loss when including one-time items. The company continues to face challenges in net sales, particularly in the Food Ingredients segment, while showing growth in other areas like Pharma Solutions and Taste segments [1][2][12]. Financial Performance - Adjusted earnings per share for Q1 2025 were $1.20, exceeding the Zacks Consensus Estimate of $1.12, and improved by 6% year-over-year. However, including one-time items, the company reported a loss of $3.98 per share compared to earnings of $0.23 in the prior year [1]. - Net sales for the quarter were $2.84 billion, a decrease of 1.9% year-over-year, but above the Zacks Consensus Estimate of $2.83 billion. Currency-neutral sales grew by 3% year-over-year [2]. - Gross profit increased by 1.1% year-over-year to $1.03 billion, with a gross margin of 36.4%, up from 35.3% in the previous year [2]. Segment Performance - The Taste segment saw net sales rise by 1.3% year-over-year to $627 million, with adjusted operating EBITDA increasing by 12% to $131 million [4]. - The Food Ingredients segment experienced a decline in net sales by 7% year-over-year to $796 million, although adjusted operating EBITDA rose by 2.8% to $111 million [5]. - Health & Bioscience segment sales were $540 million, slightly up from $529 million year-over-year, with adjusted operating EBITDA remaining flat at $138 million [6]. - The Scent segment's sales were $614 million, down from $618 million year-over-year, with adjusted operating EBITDA falling by 14.3% to $144 million [7]. - Pharma Solutions reported sales of $266 million, up 6.4% year-over-year, with adjusted operating EBITDA increasing by 14.9% to $54 million [8]. Cash Flow and Balance Sheet - At the end of Q1 2025, IFF had cash, cash equivalents, and restricted cash totaling $650 million, an increase from $471 million at the end of 2024. Long-term debt rose slightly to $7.60 billion from $7.56 billion [11]. - The company generated $127 million in cash from operating activities in Q1 2025, compared to $99 million in the same quarter of the previous year [11]. Guidance - IFF reaffirmed its sales guidance for fiscal 2025, expecting between $10.6 billion and $10.9 billion, with adjusted EBITDA projected between $2 billion and $2.15 billion [12]. Stock Performance - Over the past year, IFF's shares have declined by 14.6%, contrasting with a 1% decline in the industry [13].