The Dow marked its biggest intraday oscillation ever on Monday, dropping more than 1,700 points at its session lows before swinging 2,595 points back into positive territory.
Rail transportation company Greenbrier (NYSE:GBX) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 11.7% year on year to $762.1 million. The company’s full-year revenue guidance of $3.25 billion at the midpoint came in 9.6% below analysts’ estimates. Its GAAP profit of $1.56 per share was 12.4% below analysts’ consensus estimates.
Arcade company Dave & Buster’s (NASDAQ:PLAY) fell short of the market’s revenue expectations in Q4 CY2024, with sales falling 10.8% year on year to $534.5 million. Its non-GAAP profit of $0.69 per share was in line with analysts’ consensus estimates.
Denim clothing company Levi's (NYSE:LEVI) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 2% year on year to $1.53 billion. Its non-GAAP profit of $0.38 per share was 35.2% above analysts’ consensus estimates.
Needham analyst Mike Cikos noted tariff exposure in his Infrastructure Software coverage is better insulated compared to other sectors due to the U.S.’ dominant position in Software and the vast, cheap distribution afforded by Software.
