Ride sharing and on-demand delivery platform Uber (NYSE:UBER) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 13.8% year on year to $11.53 billion. Its GAAP profit of $0.83 per share was 65% above analysts’ consensus estimates.
Global entertainment and media company Disney (NYSE:DIS) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 7% year on year to $23.62 billion. Its non-GAAP profit of $1.45 per share was 19.8% above analysts’ consensus estimates.
Industrial materials and tools company Kennametal (NYSE:KMT) met Wall Street’s revenue expectations in Q1 CY2025, but sales fell by 5.7% year on year to $486.4 million. The company’s full-year revenue guidance of $1.98 billion at the midpoint came in 0.5% above analysts’ estimates. Its non-GAAP profit of $0.47 per share was 97.2% above analysts’ consensus estimates.
Healthcare distributor Cencora (NYSE:COR) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 10.3% year on year to $75.45 billion. Its non-GAAP profit of $4.42 per share was 7.9% above analysts’ consensus estimates.
Animal health company Elanco (NYSE:ELAN) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $1.19 billion. The company’s full-year revenue guidance of $4.55 billion at the midpoint came in 1.1% above analysts’ estimates. Its non-GAAP profit of $0.37 per share was 21.5% above analysts’ consensus estimates.
Semiconductor materials supplier Entegris (NASDAQ:ENTG) missed Wall Street’s revenue expectations in Q1 CY2025, with sales flat year on year at $773.2 million. Next quarter’s revenue guidance of $755 million underwhelmed, coming in 8.4% below analysts’ estimates. Its non-GAAP profit of $0.67 per share was 2.1% below analysts’ consensus estimates.
The company website lists the starting price of the new long-range rear-wheel drive variant of the vehicle as $44,990, not including the federal tax credit of $7,500 available on the purchase of select electric vehicles.
Behavioral health company LifeStance Health (NASDAQ:LFST) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 10.8% year on year to $333 million. On the other hand, next quarter’s revenue guidance of $342 million was less impressive, coming in 2.7% below analysts’ estimates. Its GAAP loss of $0 per share was significantly above analysts’ consensus estimates.
Legendary investor Charlie Munger advised to find durable, well-run businesses and hold them for decades, like Costco. His loyalty and simple investing philosophy still influence Berkshire Hathaway.
A critical skills gap among government officials threatens to undermine global AI regulation efforts just as geopolitical tensions over AI governance intensify.
