Real estate services firm Newmark (NASDAQ:NMRK) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 21.8% year on year to $665.5 million. The company expects the full year’s revenue to be around $3 billion, close to analysts’ estimates. Its non-GAAP profit of $0.21 per share was 12.9% above analysts’ consensus estimates.
Electronic components distributor Avnet (NASDAQGS:AVT) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 6% year on year to $5.32 billion. On the other hand, next quarter’s revenue guidance of $5.3 billion was less impressive, coming in 3.3% below analysts’ estimates. Its non-GAAP profit of $0.84 per share was 17.6% above analysts’ consensus estimates.
Manufacturing company Illinois Tool Works (NYSE:ITW) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 3.4% year on year to $3.84 billion. Its GAAP profit of $2.38 per share was 1.1% above analysts’ consensus estimates.
Electronic components manufacturer CTS Corporation (NYSE:CTS) fell short of the market’s revenue expectations in Q1 CY2025, with sales flat year on year at $125.8 million. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $535 million at the midpoint. Its non-GAAP profit of $0.44 per share was 10.2% below analysts’ consensus estimates.
Safety and security company Federal Signal (NYSE:FSS) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 9.2% year on year to $463.8 million. The company’s full-year revenue guidance of $2.06 billion at the midpoint came in 0.5% above analysts’ estimates. Its non-GAAP profit of $0.76 per share was 3.9% above analysts’ consensus estimates.
Power transmission and fluid power solutions provider Gates Corporation (NYSE:GTES) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 1.7% year on year to $847.6 million. Its non-GAAP profit of $0.36 per share was 9.2% above analysts’ consensus estimates.
Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q1 CY2025 results exceeding the market’s revenue expectations, but sales fell by 33.6% year on year to $2.29 billion. On top of that, next quarter’s revenue guidance ($2.45 billion at the midpoint) was surprisingly good and 5.2% above what analysts were expecting. Its non-GAAP profit of $1.36 per share was 22.7% above analysts’ consensus estimates.
Environmental and industrial services company Clean Harbors (NYSE:CLH) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 4% year on year to $1.43 billion. Its GAAP profit of $1.09 per share was 1.3% above analysts’ consensus estimates.
Specialty construction contractor company EMCOR (NYSE:EME) announced better-than-expected revenue in Q1 CY2025, with sales up 12.7% year on year to $3.87 billion. The company’s full-year revenue guidance of $16.5 billion at the midpoint came in 0.8% above analysts’ estimates. Its non-GAAP profit of $5.41 per share was 17% above analysts’ consensus estimates.
Fast-food company Yum! Brands (NYSE:YUM) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 11.8% year on year to $1.79 billion. Its non-GAAP profit of $1.30 per share was 1.4% above analysts’ consensus estimates.
Welding equipment manufacturer Lincoln Electric (NASDAQ:LECO) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 2.4% year on year to $1.00 billion. Its non-GAAP profit of $2.16 per share was 3.2% below analysts’ consensus estimates.
Renewable energy and infrastructure solutions provider Gibraltar Industries (NASDAQ:ROCK) fell short of the market’s revenue expectations in Q1 CY2025, with sales flat year on year at $290 million. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $1.43 billion at the midpoint. Its non-GAAP profit of $0.95 per share was 17.8% above analysts’ consensus estimates.
Specialty food company Lancaster Colony (NASDAQ:LANC) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 2.9% year on year to $457.8 million. Its GAAP profit of $0.95 per share was 39.8% below analysts’ consensus estimates.
Construction materials company Vulcan Materials (NYSE:VMC) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 5.8% year on year to $1.63 billion. Its non-GAAP profit of $1 per share was 31.6% above analysts’ consensus estimates.
SALESFORCE INC was identified as an affordable growth stock. NYSE:CRM is showing great growth, but also scores well on profitability. At the same time it seems to be priced reasonably.
Packaging and materials company International Paper (NYSE:IP) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 27.8% year on year to $5.90 billion. Its non-GAAP profit of $0.23 per share was 38% below analysts’ consensus estimates.
