Semiconductor maker Himax Technologies (NASDAQ:HIMX) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, with sales up 3.7% year on year to $215.1 million. On top of that, next quarter’s revenue guidance ($237.2 million at the midpoint) was surprisingly good and 14.1% above what analysts were expecting. Its GAAP profit of $0.11 per share was 31.5% above analysts’ consensus estimates.
Medication company Viatris (NASDAQ:VTRS) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 11.2% year on year to $3.25 billion. The company’s full-year revenue guidance of $13.75 billion at the midpoint came in 0.5% below analysts’ estimates. Its non-GAAP profit of $0.50 per share was in line with analysts’ consensus estimates.
Self-storage and building solutions company Janus (NYSE:JBI) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 17.3% year on year to $210.5 million. The company expects the full year’s revenue to be around $875 million, close to analysts’ estimates. Its non-GAAP profit of $0.13 per share was 79.3% above analysts’ consensus estimates.
NOVO-NORDISK A/S-SPONS ADR could be undervalued. NYSE:NVO is scoring impressively in terms of growth while demonstrating strong financials. On top of that, it remains attractively priced.
Luxury fashion conglomerate Tapestry (NYSE:TPR) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 6.9% year on year to $1.58 billion. The company’s full-year revenue guidance of $6.95 billion at the midpoint came in 1.1% above analysts’ estimates. Its GAAP profit of $0.95 per share was 7.4% above analysts’ consensus estimates.
Technology distribution company ScanSource (NASDAQ:SCSC) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 6.3% year on year to $704.8 million. The company’s full-year revenue guidance of $3 billion at the midpoint came in 3.5% below analysts’ estimates. Its non-GAAP profit of $0.86 per share was 11% above analysts’ consensus estimates.
Energy and construction materials company MDU Resources (NYSE:MDU) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 44.4% year on year to $674.8 million. Its GAAP profit of $0.40 per share was in line with analysts’ consensus estimates.
Gaming company Inspired (NASDAQ:INSE) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 4.3% year on year to $60.4 million. Its non-GAAP profit of $0.13 per share was significantly above analysts’ consensus estimates.
OpenAI CEO Sam Altman is expected to emphasize the need for public investment in infrastructure, while Microsoft President Brad Smith would reportedly highlight concerns around export restrictions on U.S. AI chips.
