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The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Hormel Foods (NYSE:HRL) and the rest of the shelf-stable food stocks fared in Q1.

Domino’s first quarter saw revenue growth below Wall Street expectations, but non-GAAP profitability exceeded consensus, with the market largely unmoved by the results. Management attributed performance to the continued execution of its "Hungry for MORE" strategy, noting that market share gains were achieved despite ongoing macroeconomic headwinds. CEO Russell Weiner highlighted the importance of operational improvements and the introduction of new menu items, such as the Parmesan Stuffed Crust pizza, although its late-quarter launch limited its immediate impact. Management also emphasized that U.S. carryout remained stable while delivery faced pressure from lower-income consumers, and international markets, especially Canada and India, contributed positively.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how America's Car-Mart (NASDAQ:CRMT) and the rest of the vehicle retailer stocks fared in Q1.

We discuss what a dividend portfolio should look like, how much he allocates to his dividend investments and how he manages the risk on his dividend stocks & ETFs.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Otis (NYSE:OTIS) and the rest of the general industrial machinery stocks fared in Q1.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Camping World (NYSE:CWH) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at JELD-WEN (NYSE:JELD) and its peers.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how consumer subscription stocks fared in Q1, starting with Coursera (NYSE:COUR).

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at data storage stocks, starting with MongoDB (NASDAQ:MDB).

Let’s dig into the relative performance of OneWater (NASDAQ:ONEW) and its peers as we unravel the now-completed Q1 automotive and marine retail earnings season.

Looking back on leisure facilities stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Xponential Fitness (NYSE:XPOF) and its peers.

Looking back on consumer subscription stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including Duolingo (NASDAQ:DUOL) and its peers.

HCA Healthcare’s first quarter results reflected continued momentum in patient volumes and revenue growth, but the market responded negatively due to margin pressure and a slower pace of same-store sales expansion. Management noted that growth was driven by higher inpatient admissions, improved payer mix, and disciplined cost management, with CEO Sam Hazen highlighting progress in “broad-based volume growth, improved payer mix, and better operating margin.” However, CFO Mike Marks acknowledged that operating margin compression and mixed surgical volumes, especially in outpatient procedures, tempered the overall performance.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Rivian (NASDAQ:RIVN) and the rest of the automobile manufacturing stocks fared in Q1.

Saia’s first quarter results fell short of market expectations, with management citing a combination of muted macroeconomic trends, weather disruptions in key regions, and the impact of ramping up new terminals as primary factors. CEO Fritz Holzgrefe described the quarter as a “speed bump,” noting that while shipment and tonnage growth were strong in recently opened markets, profitability lagged due to higher operating costs and underperformance in legacy facilities. The company’s cautious tone was evident as Holzgrefe acknowledged, “Customers, although satisfied with their service and value of our network expansion, appear cautious in the current backdrop and are taking a wait-and-see approach.”

Charter’s first quarter saw a positive market reaction despite flat sales and a minor adjusted profit miss. Management highlighted robust growth in Spectrum Mobile lines and pointed to improved customer retention driven by bundled offerings and a pivot toward value-based pricing. CEO Chris Winfrey emphasized, “Our Internet customer results improved year over year as we continue to compete well and with the Affordable Connectivity Program headwind now behind us.” The company credited its investments in service quality, technology, and employee initiatives for driving cost efficiencies and supporting EBITDA growth.

Colgate-Palmolive's first quarter results were shaped by weaker consumer demand and category softness across key markets, with management attributing volume stagnation to both macroeconomic uncertainty and retailer destocking. CEO Noel Wallace noted that while core product use remains resilient, consumer caution led to some pantry de-loading, particularly in February. He highlighted, “We believe that consumers are still brushing their teeth, taking showers, cleaning their floors, and feeding their pets.” Management also pointed to the early signs of stabilization in category trends by April, but acknowledged that the quarter remained challenging due to these headwinds.

Centene’s first quarter results outpaced Wall Street’s expectations for both revenue and profit, but the market responded negatively, reflecting investor concerns about underlying trends. Management attributed the quarter’s performance to strong premium growth and higher-than-expected membership, particularly in the commercial and Medicare segments. However, CEO Sarah London emphasized that a more active flu season increased costs in Medicaid, offsetting some underlying improvements. London noted, “Medicaid, flu, and ILI drove $130 million of incremental medical expense in the quarter beyond our initial expectations.” The company also faced continued pressure from high-cost specialty drugs, which weighed on medical margins.

Avantor’s first quarter results fell short of Wall Street’s revenue expectations, and the market responded negatively, reflecting investor concern over the company’s near-term growth trajectory. Management attributed the shortfall to weakened demand across education and government end markets, as well as a sharp decline in funding for bench-stage biotech companies. CEO Michael Stubblefield was candid about performance, stating, "We are not satisfied with our first quarter performance." He highlighted that while earnings and margins were in line with internal plans, the top line was pressured by external factors and competitive intensity, particularly in the Lab Solutions business.

Carter’s faced a challenging first quarter as market reaction was negative despite revenue and profit exceeding Wall Street expectations. Management cited ongoing softness in U.S. retail traffic and heightened promotional activity as key headwinds. CEO Doug Palladini, new to the role, highlighted the need to balance financial efficiency with targeted investment, emphasizing that recent pricing actions in U.S. retail were aimed at driving unit growth and customer retention. CFO Richard Westenberger noted that while the company’s core baby segment showed resilience, older kid categories and store foot traffic lagged, and rising tariffs added further complexity to the operating environment.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the thrifts & mortgage finance stocks, including Flagstar Financial (NYSE:FLG) and its peers.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the regional banks stocks, including Fulton Financial (NASDAQ:FULT) and its peers.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the productivity software stocks, including Atlassian (NASDAQ:TEAM) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Regeneron (NASDAQ:REGN) and its peers.

Boston Beer’s first quarter was marked by a significant positive market reaction, as the company outperformed Wall Street’s sales and profit expectations. Management attributed the performance to successful new product launches, particularly SunCruiser and Truly Unruly, and ongoing improvements in supply chain efficiency. CEO Michael Spillane emphasized that the company’s focus on brand innovation and disciplined cost control led to its highest first-quarter gross margin since 2019. Jim Koch, Founder and Chairman, noted, “Our margin enhancement initiatives continued to show strong progress and together with the volume growth resulted in our highest first quarter gross margin since 2019.”

According to data from the Energy Information Administration, about 21 million barrels of oil passed through the Hormuz Strait each day in 2022.

Bel Fuse’s first quarter saw sales and profits surpass Wall Street expectations, prompting a positive market reaction. Management credited strong growth in aerospace and defense end markets, alongside continued gains from its recent Enercon acquisition, for driving results. CEO Dan Bernstein noted, “Our recent acquisition of Enercon continues to perform well and has helped to further diversify Bel Fuse from an end markets and geographic perspective.” The quarter also benefited from double-digit sales expansion in AI and space-related applications, even as consumer and rail segments softened due to specific supplier restrictions and market normalization.

Encompass Health’s first quarter results were marked by strong patient volumes and notable improvements in labor efficiency, leading to a positive market reaction. Management attributed the above-consensus performance to broad-based discharge growth across geographies and a favorable payer mix, which contributed to higher revenue per discharge. CEO Mark Tarr highlighted that “our Q1 discharge to community rate was 84%,” underscoring the company’s ongoing focus on patient outcomes and operational execution. The company also reported reduced contract labor costs and continued declines in clinical staff turnover, reflecting effective workforce management.

Universal Logistics faced a challenging first quarter, with results falling below Wall Street’s expectations and the market responding negatively. Management attributed the underperformance to sluggish demand in the broader freight environment and a particularly slow start in automotive, which improved as the quarter progressed. CEO Tim Phillips noted, “Our largest vertical automotive saw a slowdown in January but improved as the quarter progressed,” and emphasized that the now-completed specialty development project in Tennessee had contributed to last year’s stronger figures. Operational setbacks in the intermodal segment and lower trucking volumes further pressured margins.

Republic Services’ first quarter results reflected strong pricing execution and disciplined cost management, allowing the company to expand margins despite persistent softness in waste volumes. Management pointed to the ability to price ahead of inflation as a key driver, with CEO John Vander Ark highlighting that “average yield on total revenue was 4.5%,” helping offset weather-related headwinds and weaker construction and manufacturing activity. While underlying sales volumes remained under pressure, the company’s focus on operational efficiency and portfolio mix supported robust earnings growth.

SS&C Technologies’ first quarter results were met with a negative market reaction, despite the company surpassing Wall Street’s revenue and profit expectations. Management pointed to strong performances in its GlobeOp wealth and investment technology segments, as well as growth in international markets like Australia and the Middle East. CEO Bill Stone highlighted robust demand for the company’s global investor and distribution services, while President Rahul Kanwar cited continued momentum in private markets and healthy recurring revenue growth. Management acknowledged that macroeconomic and geopolitical uncertainty influenced customer decision-making and contributed to a cautious outlook for the near term.

Comfort Systems began 2025 with results that exceeded Wall Street’s expectations, driven by broad-based demand across its core end markets and strong execution in large, complex projects. Management attributed the quarter’s performance to continued momentum in advanced technology sectors, increased collaboration across business units, and improved project selection. CEO Brian Lane pointed to “persistent strong demand from our tech customers” and highlighted record backlog levels as evidence of ongoing strength. Additionally, the company benefited from robust gross margin expansion, particularly in both the mechanical and electrical segments, reflecting operational discipline and effective cost management.

Coursera’s first quarter was marked by stronger-than-expected revenue growth and significant operating margin improvement, leading to a positive market response. Management attributed the quarter’s results to effective product and marketing campaigns, successful expansion of the course catalog, and noticeable gains from AI-driven learning experiences. CEO Greg Hart highlighted the addition of over 7 million new learners, stating that the company’s efforts to improve the learner journey and content breadth are “helping to drive a better learner experience.”

Knowles’ first quarter results drew a positive market response, with better-than-expected revenue despite a substantial year-over-year decline. Management credited the quarter’s performance to ongoing strength in medtech and specialty audio, as well as normalization of distributor inventory levels in industrial channels. CEO Jeffrey Niew emphasized the company’s proximity manufacturing model, which limits direct tariff exposure to less than 5% of revenue, and noted, “our backlog for the medtech and specialty audio segment for Q2 is strong.” Meanwhile, the Precision Device segment benefited from improved bookings, with new products and a reduction in distributor inventories supporting a more stable demand environment.

Merit Medical Systems’ first quarter results reflected ongoing momentum in core U.S. markets and contributions from recent acquisitions, leading to revenue growth that modestly exceeded Wall Street’s expectations. Management pointed to strong demand in the Cardiovascular segment, particularly from cardiac intervention and OEM product lines, as key drivers. CEO Fred Lampropoulos credited the team’s execution of efficiency initiatives and improved product mix for an expansion in gross margin prior to tariff impacts. The quarter also saw notable strength in U.S. sales, with international results meeting expectations despite softness in China attributed to broader macroeconomic factors rather than company-specific issues.

The retailer’s stock jumped nearly 10% on Friday, its best session in over a year.

The Nifty reclaimed 25,000 on Friday, but rising geopolitical tensions could test investor nerves. Analysts flag 25,220 as a key resistance zone for the index.

Boyd Gaming’s first quarter results were well received by the market, supported by modest revenue growth, stable trends in its core customer base, and strength in its diversified property portfolio. Management highlighted steady play from core customers across regions despite weather disruptions and challenging comparisons from last year’s Super Bowl impacts in Las Vegas. CEO Keith Smith pointed out, “Our team successfully managed a number of issues, including significantly more weather-impacted days in our Midwest & South segment, comparison issues created by Leap Year, and the benefits of last year’s Super Bowl in Las Vegas.”

VeriSign’s first quarter results were met with a notably positive market response, reflecting both steady operational execution and early signs of renewed growth in its core domain registration business. Management attributed the quarter’s performance to increased new domain registrations, higher renewal rates, and broad-based improvements across all key regions. CEO Jim Bidzos highlighted the company’s “sequentially improving trends and the soundness of our business model,” with new registrations rising to 10.1 million versus last quarter and the same period a year ago. The company also pointed to successful engagement with registrars, supported by recent marketing initiatives, as an important contributor to the improvement in domain name base trends.

Skechers’ first quarter results were met with a negative market reaction, following a modest revenue shortfall versus Wall Street expectations despite year-on-year sales growth. Management attributed this outcome to robust demand for its comfort-focused footwear in most regions, but highlighted persistent challenges in China due to macroeconomic pressures. Chief Operating Officer David Weinberg noted that, excluding China, Asia Pacific sales grew 12%, and emphasized strong direct-to-consumer performance in the U.S. and Europe. Chief Financial Officer John Vandemore added that higher promotional activity in select markets, along with elevated distribution and labor costs, weighed on operating margins.

Gilead Sciences’ first quarter performance saw sales remain flat year over year, which did not meet Wall Street’s revenue expectations and prompted a negative market reaction. Management attributed the quarter’s outcomes to growth in the HIV and liver disease businesses, with Biktarvy and Descovy showing strong demand. However, softness in oncology—particularly Trodelvy—and ongoing challenges in the cell therapy segment weighed on overall results. CEO Daniel O’Day acknowledged, “Year-over-year growth in our HIV and liver disease businesses was partially offset by softer than expected Trodelvy sales due to inventory dynamics that masked increase in demand, as well as headwinds in cell therapy.”

Intel’s first quarter results for 2025 were met with a negative market reaction, as the company’s revenue remained flat year over year and inventory levels increased. Management attributed the quarter’s performance to stronger-than-expected demand for older generation chips, particularly Raptor Lake, which benefited from customer purchasing ahead of potential tariffs and ongoing macroeconomic uncertainty. CEO Lip Bu Tan, newly appointed, highlighted the need for cultural and organizational change, stating, “Organizational complexity and bureaucracies have been suffocating the innovation and agility we need to win.”

FARO’s first quarter results were notably well received, as the company delivered non-GAAP profitability and margins ahead of Wall Street expectations despite a modest revenue decline. Management credited this outperformance to ongoing operational improvement initiatives and early returns from refreshed product lines and strategic partnerships. CEO Peter Lau pointed to higher gross margins, disciplined cost control, and strong customer uptake for newly launched scanning and metrology solutions as key contributors to the quarter. Notably, FARO built backlog and generated positive operating cash flow, which marked a continuation of recent trends.

Integer Holdings’ first quarter results were positively received by the market, reflecting management’s focus on margin improvement, operational efficiency, and the positive impact from recent tuck-in acquisitions. CEO Joe Dziedzic highlighted that the company delivered “strong performance with sales increasing 7% year over year,” driven by higher demand in cardiovascular products and successful integration of Precision Coating and BSI PERILING. Management cited gains in manufacturing efficiency and operating expense leverage as key contributors to the company’s improved profitability this quarter.

Union Pacific’s first quarter results were met with a negative market reaction, as revenue and adjusted earnings per share came in below Wall Street expectations. Management identified a combination of robust carload growth, the strongest core pricing in a decade, and operational productivity improvements as positives, but noted these were offset by unfavorable business mix and external pressures such as lower fuel surcharges and the leap year impact. CFO Jennifer Hamann emphasized that while “strong volume growth” and “record quarterly workforce productivity” drove freight revenues, the benefits were tempered by “lower volumes in our higher average revenue per car businesses like petroleum, soda ash, and finished vehicles.”

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Shyft’s first quarter saw positive momentum, with financial results surpassing Wall Street expectations and prompting a strong market response. Management credited the company’s improved performance to operational efficiencies, timely execution on customer orders—particularly for Blue Arc electric vehicles—and margin expansion in the Fleet Vehicles and Services segment. CEO John Dunn pointed to successful delivery progress on the FedEx contract and robust service truck order intake as drivers of growth this quarter. Additionally, increased quoting activity from parcel customers and a focus on cost management helped offset ongoing softness in certain end markets. Dunn emphasized, “We delivered meaningful adjusted EBITDA growth for the company with margins of 6%, which doubled year-over-year."

FTI Consulting’s first quarter saw a negative market reaction as the company missed Wall Street’s revenue expectations, with sales declining year over year. Management attributed this to weaker demand in Corporate Finance and Restructuring and lingering headwinds in Economic Consulting, particularly from lower M&A and antitrust activity. CEO Steven Gunby noted that while Forensic and Litigation Consulting had a strong quarter, uncertainty around regulatory posture and macroeconomic factors weighed on several business segments. Gunby described the environment as having “lots of puts and takes,” emphasizing disruption in key segments and ongoing market challenges.

American Airlines’ first quarter was marked by stable revenue performance and a non-GAAP loss that came in narrower than analysts expected, which contributed to a positive market reaction. Management pointed to continued strength in international travel demand and premium cabin sales as key drivers, offsetting a notably softer domestic market. CEO Robert Isom specifically cited “strong demand for international travel from the US” and emphasized that “premium revenue increased 3% year over year,” even as main cabin bookings proved more sensitive to economic pressures. The company also highlighted progress in recapturing business travel share and ongoing recovery in indirect sales channels, which continued to support revenue.

LSI’s first quarter results were marked by strong top-line growth, as the company outperformed Wall Street’s revenue expectations, primarily due to robust momentum in its Display Solutions segment. However, the market reacted negatively, as ongoing margin compression raised concerns. CEO James Clark attributed much of the margin pressure to manufacturing and logistics inefficiencies, especially in the grocery vertical, where volatile customer scheduling disrupted operations. Clark acknowledged, "Our margin was impacted by manufacturing and logistics inefficiencies created by these choppy schedules," but expressed confidence in regaining margin as project activity stabilizes.