Freight delivery company XPO (NYSE:XPO) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 3.2% year on year to $1.95 billion. Its non-GAAP profit of $0.73 per share was 12% above analysts’ consensus estimates.
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.
Fast-food chain Wingstop (NASDAQ:WING) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 17.4% year on year to $171.1 million. Its non-GAAP profit of $0.99 per share was 14.4% 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.
Poland's inflation came in below consensus in April. Given the disinflationary external context, we expect a 50bp cut from the National Bank of Poland next week.
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.
The foreign exchange market is quiet. The dollar is mostly little changed against the G10 currencies, mostly in the ranges that have been carved in recent days.
NEXTRACKER INC-CL A could be undervalued. NASDAQ:NXT is scoring impressively in terms of growth while demonstrating strong financials. On top of that, it remains attractively priced.
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.
