Shares of HR outsourcing provider Insperity (NYSE:NSP) fell 17.2% in the morning session after the company reported underwhelming first-quarter 2025 results as it lowered its full-year guidance while missing Wall Street's EPS and EBITDA estimates. Sales grew slightly, but operating income tumbled, reflecting margin pressure. Overall, this was a softer quarter.
Shares of metal packaging products manufacturer Crown Holdings (NYSE:CCK)
jumped 8.3% in the afternoon session after the company reported a nice "beat and raise" quarter. Crown Holdings blew past analysts' EPS expectations on a smaller revenue beat. Sales rose modestly by 4%, lifted by increased shipments in beverage cans. Looking ahead, the company raised its full-year EPS guidance, which was encouraging. Zooming out, we think this was a good quarter with some key areas of upside.
Shares of environmental solutions provider CECO Environmental (NASDAQ:CECO) jumped 18.3% in the afternoon session after the company reported strong first quarter 2025 results: its revenue surged past Wall Street's expectations, and adjusted EPS outpaced forecasts. The real story this quarter was a 40% jump in sales, fueled by record-breaking orders and a backlog that climbed 55%. Full-year guidance remained intact, with CECO expecting roughly 30% revenue growth and a 50% jump in adjusted EBITDA, showing confidence in its ability to execute despite macro uncertainties.
Zooming out, we think this was a solid quarter.
Shares of building materials manufacturer UFP Industries (NASDAQ:UFPI)
fell 6.7% in the morning session after the company reported disappointing Q1 2025 results: revenue, EPS, and EBITDA fell short of Wall Street's estimates. Sales declined slightly, driven by lower organic unit sales and modest price declines, with particularly sharp drops in the Retail and Packaging segments, offset only partially by slight growth in Construction. Overall, this was a weaker quarter.
Shares of enterprise data capture company Zebra Technologies (NASDAQ:ZBRA) jumped 8.8% in the pre-market session after the company reported strong first-quarter 2025 results, which exceeded expectations for both organic revenue and earnings per share. The key highlight was the 12% jump in organic sales, led by 18% growth in the Asset Intelligence & Tracking segment and a solid 9% increase in Enterprise Visibility & Mobility. Despite the upbeat results, the company's full-year and next-quarter EPS outlooks fell below Wall Street's expectations, with management citing a $70 million headwind from U.S. import tariffs as a key drag on profitability. Overall, this was a mixed quarter, but the market seems to be rewarding the strong quarter and overlooking the tepid guidance.
Shares of manufacturing company Leggett & Platt (NYSE:LEG)
jumped 29.7% in the afternoon session after the company reported strong first-quarter 2025 results: its revenue was in line with Wall Street's targets, while its EPS topped expectations. Despite the top-line decline, margins improved. That margin expansion, combined with cost control, helped adjusted EPS to clear analyst expectations.
Overall, this was a good quarter.
Shares of chip manufacturer NXP Semiconductors (NASDAQ: NXPI)
fell 8.6% in the afternoon session after the company reported mixed first-quarter 2025 results: Its inventory levels materially increased, and the next quarter's EPS guidance was just in line, seemingly not enough to excite the market. In addition, CEO Kurt Sievers announced plans to retire at the end of the year, creating more uncertainty amid tariff-induced concerns. On the other hand, NXP Semiconductors narrowly topped analysts' adjusted operating income expectations and its EPS narrowly outperformed Wall Street's estimates. Zooming out, we think this was a decent quarter featuring some areas of strength but also some blemishes.
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
Beverage company Coca-Cola (NYSE:KO) met Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $11.13 billion. Its non-GAAP profit of $0.73 per share was 1.9% above analysts’ consensus estimates.
Paint and coating manufacturer Sherwin-Williams (NYSE:SHW) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 1.1% year on year to $5.31 billion. Its non-GAAP profit of $2.25 per share was 4.1% above analysts’ consensus estimates.
U.S. stock futures are trading flat on Tuesday early-morning, keeping with the broad index averages on Monday, as markets await clarity and more earnings reports to come in over the course of this week.
AI pioneer Geoffrey Hinton has joined critics urging regulators to block OpenAI's restructuring, warning it could undermine the company's original mission to develop AGI for the public good.
