Peter Lynch favored companies with strong earnings growth, reasonable valuations, and solid financials. In this analysis, we’ll determine if ALPHABET INC-CL C (NASDAQ:GOOG) qualifies as a true Lynch-style investment.
Global advertising conglomerate Interpublic Group (NYSE:IPG) announced better-than-expected revenue in Q1 CY2025, with sales up 6.4% year on year to $2.32 billion. Its non-GAAP profit of $0.33 per share was 26.9% above analysts’ consensus estimates.
Credit reporting company TransUnion (NYSE:TRU) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 7.3% year on year to $1.10 billion. On the other hand, next quarter’s revenue guidance of $1.09 billion was less impressive, coming in 0.8% below analysts’ estimates. Its non-GAAP profit of $1.05 per share was 7.3% above analysts’ consensus estimates.
3D measurement and imaging company FARO (NASDAQ:FARO) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 1.6% year on year to $82.86 million. The company expects next quarter’s revenue to be around $83 million, close to analysts’ estimates. Its non-GAAP profit of $0.33 per share was significantly above analysts’ consensus estimates.
CEO Robert Isom highlighted that the airline’s actions over the past several years to refresh its fleet, manage costs, and strengthen its balance sheet position it well for the uncertainty the industry is facing.
The U.S. Treasury has reported a record-breaking collection in customs and certain excise taxes, as per the Daily Treasury Statement released on April 22.
Freight transportation company Union Pacific (NYSE:UNP) fell short of the market’s revenue expectations in Q1 CY2025, with sales flat year on year at $6.03 billion. Its GAAP profit of $2.70 per share was 1.4% below analysts’ consensus estimates.
