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National Retail Properties (NNN) Earnings: 1Q Core FFO and Revenue Surpass Estimates

By | Earnings Alerts
  • NNN REIT Inc’s core FFO per share for the first quarter is 86 cents, exceeding estimates and showing an increase from the previous year’s 83 cents.
  • The AFFO per share is 87 cents, surpassing both the previous year’s 84 cents and the estimate of 83 cents.
  • Core FFO is reported at $160.9 million, which represents a 6.2% year-over-year increase, surpassing the estimate of $154.6 million.
  • Total revenue reaches $230.9 million, marking a 7.2% increase from the prior year and exceeding the estimate of $220.1 million.
  • Rental income is $230.6 million, up 7.3% from the previous year and above the projected estimate of $219.8 million.
  • Analyst recommendations include 4 buy ratings, 14 hold ratings, and 2 sell ratings for NNN REIT Inc.

A look at National Retail Properties Smart Scores

FactorScoreMagnitude
Value3
Dividend5
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, National Retail Properties shows a promising long-term outlook. With a strong Dividend score of 5, investors can expect reliable and consistent dividend payments from the company. The Growth and Momentum scores of 4 indicate a positive trajectory for the company’s expansion and stock performance over time. While the Value and Resilience scores are moderate at 3, suggesting stability and fair valuation, National Retail Properties seems poised for steady growth.

National Retail Properties Inc., a real estate investment trust that specializes in acquiring and managing retail properties, positions itself well for the future. Serving customers in the State of Florida, the company’s focus on diversification and management of retail assets bodes well for its long-term success. With strong scores in Dividend, Growth, and Momentum, National Retail Properties demonstrates potential for sustained performance and shareholder returns in the retail real estate sector.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Itron Inc (ITRI) Earnings: Q1 Adjusted EPS Surpasses Estimates with Strong Margin Growth

By | Earnings Alerts
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  • Itron’s first quarter adjusted earnings per share (EPS) were $1.52, outperforming the previous year’s $1.24 and exceeding the estimate of $1.29.
  • Revenue for Itron in the first quarter was $607.2 million, which marks a 0.6% increase year-over-year but fell short of the $614.1 million estimate.
  • According to CEO Tom Deitrich, the company’s margin expansion and earnings growth surpassed expectations due to a favorable product mix and strong execution.
  • Customer demand for Itron’s solutions remained consistent, driven by interest in grid efficiency, automation, and agile infrastructure.
  • The stock is currently rated with 12 buy recommendations, 3 hold recommendations, and no sell recommendations.

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Itron Inc on Smartkarma

Analyst coverage of Itron Inc. on Smartkarma by Baptista Research showcases a positive outlook on the company’s performance. In their research reports titled “Itron Inc.: Strengthening Partnerships & Strategic M&A – The Secret to Maximizing Profits While Navigating Uncertainty!” and “Itron Inc.: Grid Edge Intelligence Expansion Fueling Our β€˜Outperform’ Rating! – Major Drivers,” Baptista Research highlights Itron’s success in providing energy and water management solutions. The reports praise Itron’s strong financial results, with record revenues and growth in key segments like Network Solutions and Outcomes.

Specifically, Itron reported impressive fourth-quarter revenue of $613 million, showing a 6% year-over-year increase, and third quarter total revenue of $615 million, marking a 10% increase year-over-year. With a focus on operational efficiencies and strategic market expansions, Baptista Research leans bullish on Itron Inc.’s future prospects, emphasizing the company’s potential for profitability and growth in navigating market uncertainties.


A look at Itron Inc Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth5
Resilience3
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Itron Inc shows a promising long-term outlook. With a high Growth score of 5 and Momentum score of 5, the company is poised for expansion and has strong market traction. Additionally, its Value and Resilience scores of 3 indicate a solid foundation and a certain level of stability in the face of market fluctuations. However, the lower Dividend score of 1 suggests that the company may not be a top choice for investors seeking regular income streams.

Itron, Inc. specializes in providing innovative solutions for tracking and analyzing electric, gas, and water usage data for the utility industry. The company offers a range of products including hardware, software, and integrated systems for electronic meter reading and automatic meter reading. With a focus on efficiency and technology, Itron aims to transform the way utilities manage and utilize data for better decision-making and operational excellence.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Pinnacle West Capital (PNW) Earnings: 1Q Results Show Loss Per Share, Beat Revenue Estimates

By | Earnings Alerts
  • Pinnacle West Capital reported a loss per share of 4.0 cents in the first quarter of 2025.
  • This compares to an earnings per share (EPS) of 15 cents in the same quarter last year.
  • The market had estimated the EPS for this quarter to be 1.5 cents.
  • Operating revenue for the quarter was $1.03 billion, marking an 8.5% increase year-over-year.
  • This revenue exceeded the estimated $982.4 million.
  • Interest expense increased by 9.5% year-over-year, reaching $94.8 million.
  • Pinnacle West Capital‘s EPS forecast for 2025 is between $4.40 and $4.60, with the market estimate at $4.55.
  • The current analyst ratings include 7 buys, 9 holds, and 1 sell.

Pinnacle West Capital on Smartkarma



Analysts on Smartkarma, such as Baptista Research, have been closely monitoring Pinnacle West Capital Corporation. In a recent report titled “Pinnacle West Capital Corporation: Stakeholder Collaboration & Strategic Partnerships to Leverage Emerging Opportunities In Utility Sector!”, the analysts highlighted the company’s resilience and strategic progress in various areas. Despite facing some challenges, Pinnacle West received positive outcomes in its rate case and saw significant regulatory developments like the approval of a policy statement on formula rates by the Arizona Corporation Commission.

Another insightful report by Baptista Research, titled “Pinnacle West Capital Corporation: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond! – Major Drivers”, discussed the company’s third-quarter earnings for 2024. The report mentioned operational achievements and financial challenges that could impact investment considerations. With earnings slightly down from the previous year due to increased expenses and financing costs, analysts highlighted key factors influencing Pinnacle West’s performance moving forward.



A look at Pinnacle West Capital Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth3
Resilience3
Momentum5
OVERALL SMART SCORE3.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

When looking at the long-term outlook for Pinnacle West Capital, the company’s Smart Scores indicate a promising future. With a strong score of 4 for Dividend and the highest score of 5 for Momentum, Pinnacle West Capital is showing positive signs. The company’s focus on providing electric services in Arizona and its real estate development activities in the western United States contribute to its resilience, which is reflected in its score of 3. Although the Value and Growth scores are moderate at 3, the overall outlook for Pinnacle West Capital seems favorable, especially considering its stable dividend and strong momentum.

As a utility holding company, Pinnacle West Capital Corporation plays a crucial role in providing electric services to the State of Arizona. Additionally, its involvement in real estate development activities in the western United States showcases a diversified business model. With a balanced mix of businesses, Pinnacle West Capital demonstrates resilience in the face of market fluctuations. The company’s strategic focus on dividends, evident from its high score in this category, along with a strong momentum score, indicates potential for growth and stability in the long run.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Mastercard (MA) Earnings: 1Q Adjusted EPS Surpasses Expectations at $3.73, Net Revenue Soars to $7.25 Billion

By | Earnings Alerts
  • Mastercard‘s adjusted EPS for Q1 was $3.73, exceeding the estimate of $3.58.
  • Reported EPS stood at $3.59.
  • The company’s net revenue reached $7.25 billion, surpassing the estimate of $7.13 billion.
  • Operating margin was notably high at 57.2%.
  • Cross-border volumes increased by 15%, slightly below the expected 17.4%.
  • Total purchase volume was $1.99 trillion, less than the estimated $2.04 trillion, marking a 10% increase.
  • Gross Dollar Volume reported at $2.42 trillion, shy of the $2.48 trillion estimate.
  • Operating expenses amounted to $3.10 billion, higher than the anticipated $2.96 billion.
  • Adjusted operating expenses were recorded at $3.0 billion, slightly above the estimate.
  • Analyst consensus includes 38 ‘buys’, 9 ‘holds’, and no ‘sells’.

Mastercard on Smartkarma

On Smartkarma, top independent analysts like Baptista Research are providing insightful coverage of Mastercard. Baptista Research‘s analysis titled “Mastercard: Can Its Cross-Border Revenue Growth Be Sustained? – Major Drivers” highlights Mastercard Incorporated’s robust financial performance in the fourth quarter of 2024. The earnings report showcased solid year-over-year growth in revenue and income, indicating the company’s effective strategies in expanding its Payment and Services & Solutions capabilities. A key positive takeaway was the strong revenue growth of 16% in Q4, attributed to increased transaction volumes and growing demand for value-added services.

In another report by Baptista Research titled “How Mastercard‘s Smart Moves in Digital Payments and Travel Are Paying Off Big!”, Mastercard Inc.’s fiscal third quarter 2024 results were lauded for their strong performance across operational spheres. CEO Michael Miebach emphasized significant year-over-year growth, with net revenues and adjusted net income up by 14% and 13%, respectively, on a non-GAAP currency-neutral basis. The impressive growth was driven by consistent consumer spending and a remarkable 17% year-over-year increase in cross-border volume, showcasing Mastercard‘s strategic positioning in digital payments and travel sectors.


A look at Mastercard Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

MasterCard, Inc. is positioned for a promising long-term outlook based on the Smartkarma Smart Scores. With a strong emphasis on growth and momentum, MasterCard scores well in these key areas. Growth, resilience, and momentum scores are notably high, indicating a positive trajectory for the company’s future performance. While value and dividend scores are moderate, the robust growth score suggests potential for above-average performance in the long run.

As a global payment solutions company, MasterCard, Inc. stands out for its wide range of services supporting financial institutions’ payment programs. With a focus on transaction processing for various payment methods, including credit and debit cards, electronic cash, ATMs, and travelers checks, MasterCard plays a significant role in the financial ecosystem. The combination of its diverse service offerings and favorable Smartkarma Smart Scores positions MasterCard for continued success in the payments industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Kellogg Co (K) Earnings: Kellanova 1Q Adjusted EPS Miss $1.01 Estimate, Impact on Sales and Profit Margins

By | Earnings Alerts
  • Kellanova’s adjusted earnings per share (EPS) for the first quarter was $0.90, falling short of the estimated $1.01.
  • Reported net sales for the period were $3.08 billion, which did not meet the expected $3.17 billion.
  • Organic net sales were higher, amounting to $3.22 billion.
  • Adjusted operating profit came in at $441 million, below the forecast of $502.8 million.
  • The cost of goods sold was $2.02 billion, which was slightly under the estimated $2.06 billion.
  • The adjusted gross margin stood at 34.9%.
  • Analysts have a consensus rating of 0 buys, 18 holds, and 0 sells for Kellanova.

Kellogg Co on Smartkarma

Analysts on Smartkarma are closely covering Kellogg Co, with notable research reports available from Baptista Research. In their report titled “Kellanova: Pringles, Cheez-It, and the Global Snack Warsβ€”What’s at Stake?“, Baptista Research expresses a bullish sentiment towards Kellogg Co. The report highlights Kellanova’s strong fourth-quarter performance as an independent entity, with 7% organic sales growth and a 200-basis-point improvement in adjusted operating margins to 14.3%. The success is attributed to strategic expansion into the high-growth snacking category and increased presence in emerging markets, offsetting slight sales declines in North America.


A look at Kellogg Co Smart Scores

FactorScoreMagnitude
Value2
Dividend4
Growth3
Resilience3
Momentum4
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Kellogg Co has received varying ratings across different factors affecting its long-term outlook. With a Value score of 2, the company may not be considered undervalued compared to its peers. However, Kellogg Co shines in terms of Dividend and Momentum, scoring a 4 in both categories. This indicates a strong track record of paying dividends and potential positive price trends. In terms of Growth and Resilience, Kellogg Co falls in the middle with scores of 3, suggesting moderate prospects for expansion and ability to withstand economic challenges.

Kellogg Company, known for manufacturing and selling ready-to-eat cereals and other convenience foods, operates globally with a diverse product portfolio. While the company shows strength in dividend payments and market momentum, its overall outlook for growth and resilience is more moderate. Investors considering Kellogg Co should weigh these factors along with the company’s positioning in the competitive food industry to make informed investment decisions for the long term.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Alnylam Pharmaceuticals (ALNY) Earnings: Q1 Revenue Surpasses Estimates with $594.2M, Adjusted Loss Narrows

By | Earnings Alerts
  • Alnylam’s 1Q revenue reached $594.2 million, showing a 20% increase year-over-year and surpassing the estimated $578.4 million.
  • The adjusted loss per share was 1.0 cent, a significant improvement from a previous loss of 16 cents per share, better than the estimated loss of 35 cents per share.
  • The overall loss per share decreased to 44 cents compared to last year’s 52 cents, outperforming the estimated loss of 91 cents per share.
  • Net product revenues rose to $468.5 million, an increase of 28% year-over-year, exceeding the projected $462 million.
  • Givlaari net product revenues totaled $67 million, a 15% increase year-over-year, slightly below the estimate of $68.5 million.
  • Oxlumo net product revenues were $42 million, slightly down by 1.5% year-over-year, missing the estimate of $45.6 million.
  • Collaboration revenue dropped by 16% year-over-year to $99.2 million but still surpassed the estimate of $92.1 million.
  • Operating expenses amounted to $576.1 million, a 7.1% increase year-over-year, but came in lower than the estimated $701 million.
  • Cash and cash equivalents reached $1.02 billion, marking a 50% increase year-over-year and exceeding the projected $943.6 million.
  • Adjusted R&D expenses were $241.3 million, below the estimate of $259.7 million.
  • There are 24 ‘buy’ ratings for the company’s stock, 8 ‘hold’ ratings, and 1 ‘sell’ rating.

Alnylam Pharmaceuticals on Smartkarma

Independent analysts on Smartkarma are buzzing about Alnylam Pharmaceuticals, with Baptista Research leading the charge. In their report, “Alnylam Pharmaceuticals: The Groundbreaking ATTR Amyloidosis Expansion That’s Turning Heads!” Baptista Research highlights the company’s strong financial performance in the fourth quarter of 2024. Alnylam reported net product revenues exceeding $1.6 billion, a 33% growth from the previous year, driven by the uptake of therapeutics for hereditary transthyretin mediated (hATTR) amyloidosis and other rare diseases.

Further, in their analysis titled “Alnylam Pharmaceuticals: Pipeline Expansion In Neurodegenerative Diseases As A Pivotal Factor Driving Growth! – Major Drivers,” Baptista Research underscores the company’s success in Q3 2024. Alnylam Pharmaceuticals showcased a 34% year-over-year increase in global net product revenue, totaling $420 million. This growth was primarily fueled by the strong performance of its TTR franchise, which alone generated $309 million, marking a 34% increase from the previous year.


A look at Alnylam Pharmaceuticals Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth4
Resilience2
Momentum5
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Alnylam Pharmaceuticals Inc., an early-stage therapeutics company, is positioned for long-term growth and momentum based on its Smartkarma Smart Scores. With a high growth score of 4 and strong momentum score of 5, the company is showing positive signs for future expansion and market performance. Alnylam’s focus on developing technology to silence disease-causing genes is expected to drive its growth in the pharmaceutical sector.

Although Alnylam Pharmaceuticals has lower scores in value and dividend factors (2 and 1 respectively), the company’s overall outlook remains positive with a solid resilience score of 2. This resilience, coupled with its growth and momentum scores, suggests that the company is well-equipped to navigate challenges and capitalize on opportunities in the long run. Investors may find Alnylam Pharmaceuticals an attractive prospect for potential growth and market performance.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Ww Grainger Inc (GWW) Earnings: Q1 Performance Aligns with Net Sales Estimates, EPS Surpasses Expectations

By | Earnings Alerts
  • WW Grainger’s net sales for the first quarter of 2025 were $4.31 billion, marking a 1.7% increase compared to the same period last year, and slightly below the estimated $4.32 billion.
  • The gross profit margin improved to 39.7%, surpassing the estimate of 39.2%, and up from last year’s 39.4%.
  • Operating margin slightly decreased to 15.6%, from 15.8% last year, although it exceeded the estimate of 15.1%.
  • The company’s operating earnings rose by 0.4% year-over-year to $672 million, surpassing the estimate of $653 million.
  • Daily sales grew by 3.3%, beating the expected 3.04% growth.
  • Daily constant currency sales increased by 4.4%, which is above the estimate of 2.91%.
  • Earnings per share (EPS) were reported at $9.86, up from $9.62 in the previous year.
  • The company reaffirmed its full-year 2025 guidance, emphasizing a strong start to the year driven by exceptional service and trust from customers, despite challenging market conditions, as stated by CEO D.G. Macpherson.
  • Analyst recommendations include 4 buys, 13 holds, and 4 sells.

Ww Grainger Inc on Smartkarma



Baptista Research, a prominent analyst on Smartkarma, recently published insightful reports on W.W. Grainger Inc. The first report titled “W.W. Grainger Inc.: Expansion of Seller Coverage & Market Penetration & 5 Critical Factors Impacting Its Performance In 2025 & Beyond!” highlights the company’s robust financial performance in 2024. With a total revenue of $17.2 billion and significant growth in High-Touch Solutions and Endless Assortment segments, the company demonstrated strategic progress despite market fluctuations.

In another report by Baptista Research, titled “W.W. Grainger Inc.: Dealing With Supply Chain Vulnerability & Various Challenges That Reduce Our Optimism! – Major Drivers“, the analysts delve into the company’s response to supply chain vulnerabilities and economic challenges in the third quarter of 2024. While recognizing areas of strength, the report also highlights potential obstacles Grainger may face. Baptista Research aims to provide a comprehensive evaluation of the company’s performance and future valuation using a Discounted Cash Flow methodology.



A look at Ww Grainger Inc Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience3
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

W.W. Grainger Inc, a company distributing maintenance, repair, and operating supplies in North America, has received varying Smart Scores for its different aspects. With a Growth score of 4 and a Momentum score of 4, the company seems to have positive indicators for future expansion and market performance. This suggests that Grainger Inc may be focusing on expanding its operations and is currently showing strong market momentum.

On the other hand, the Value and Dividend scores are at 2, indicating that the company may not be particularly undervalued or a high dividend payer. The Resilience score of 3 suggests that the company has some level of stability in its operations. Overall, Grainger Inc’s Smart Scores paint a picture of a company with growth potential and market momentum, albeit with average value and dividend characteristics.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

πŸ’‘ Before it’s here, it’s on Smartkarma

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The Smartkarma Preview Pass is your entry to the Independent Investment Research Network

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  • βœ“ Events & Webinars

Arrow Electronics (ARW) Earnings: Q2 Sales Forecast Exceeds Expectations

By | Earnings Alerts
  • Arrow Electronics‘ second-quarter sales forecast is expected to be between $6.70 billion and $7.30 billion, surpassing the estimated $6.68 billion.
  • The company anticipates global components sales to range from $4.80 billion to $5.20 billion, compared to an estimate of $4.83 billion.
  • In the first quarter, adjusted EPS was $1.80, down from $2.41 in the prior year, but exceeding the estimate of $1.49.
  • First-quarter sales were $6.81 billion, a 1.6% decrease year-over-year, yet higher than the projected $6.4 billion.
  • Reported global components sales for the first quarter were $4.78 billion, marking an 8% year-over-year drop but surpassing the estimated $4.63 billion.
  • The Americas components sales were reported at $1.57 billion, a slight decrease of 1.8% year-over-year, aligning closely with the estimate of $1.56 billion.
  • Asia components sales totaled $1.87 billion, down 3.6% from the previous year, but above the estimate of $1.81 billion.
  • Europe components sales were $1.34 billion, a significant decline of 19% year-over-year, yet above the estimate of $1.26 billion.
  • Gross profit for the first quarter was $774.0 million, a 9.8% decrease year-over-year, but still exceeding the estimated $764.9 million.
  • Analysts’ recommendations for Arrow Electronics consist of 1 buy, 3 holds, and 2 sells.

Arrow Electronics on Smartkarma

On Smartkarma, top independent analysts like Baptista Research are covering Arrow Electronics in-depth. Baptista Research‘s recent reports provide valuable insights into Arrow Electronics‘ performance and strategies. In one report titled “Arrow Electronics: Margin Stability & Operational Efficiency Powering Our β€˜Outperform’ Rating!”, the analysts praised Arrow’s resilience and adaptability in the face of challenging market conditions. Arrow Electronics exceeded expectations in the fourth quarter of 2024, boasting $7.3 billion in sales and non-GAAP earnings per share of $2.97. This demonstrates Arrow’s strategic focus on navigating the semiconductor market’s challenges and strengthening its global components segment.

In another report by Baptista Research titled “Arrow Electronics Inc.: Expansion in IT-as-a-Service & Hybrid Cloud Solutions As A Primary Growth Accelerator! – Major Drivers”, analysts highlighted Arrow Electronics‘ role as a major player in electronic components and enterprise computing solutions. The report focused on Arrow’s third-quarter 2024 earnings, where the company reported total sales of $6.8 billion and non-GAAP earnings per share of $2.38. This performance provides valuable insights into sector trends and Arrow Electronics‘ operational resilience, showcasing its ongoing expansion in IT-as-a-Service and hybrid cloud solutions as key growth drivers.


A look at Arrow Electronics Smart Scores

FactorScoreMagnitude
Value4
Dividend1
Growth3
Resilience3
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Arrow Electronics, Inc., a distributor of electronic components and computer products, is looking at a promising long-term outlook based on the Smartkarma Smart Scores analysis. With a high Value score and solid Momentum, Arrow Electronics is positioned well in terms of its financial standing and market performance. Additionally, the company shows decent Growth and Resilience scores, indicating potential for expansion and the ability to withstand market fluctuations.

However, Arrow Electronics‘ Dividend score is lower, suggesting that the company may not be as attractive for income-seeking investors. Overall, with a strong emphasis on value and positive momentum, Arrow Electronics seems to be on a favorable trajectory for future growth and success in the electronic components distribution industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Insight Enterprises (NSIT) Earnings: 1Q Adjusted EPS Surpasses Estimates Despite Sales Decline

By | Earnings Alerts
  • Insight Enterprises reported adjusted earnings per share (EPS) of $2.06 for Q1 2025, surpassing expectations of $2.01 but showing a decrease from $2.37 in the previous year.
  • Net sales for the quarter were $2.10 billion, a notable decline of 12% compared to the previous year, falling short of the estimated $2.19 billion.
  • In North America, net sales were $1.70 billion, which is an 11% drop from last year and below the forecasted $1.84 billion.
  • EMEA region experienced a significant decrease in net sales by 17% to $342.8 million, missing the projected $364.6 million.
  • The Asia Pacific region saw net sales of $60.1 million, slightly down by 2.8% year-over-year but exceeding the expected $57.4 million.
  • The gross margin improved to 19.3% from 18.5% last year, nearly aligning with the estimate of 19.4%.
  • For the entire year of 2025, Insight anticipates adjusted EPS to range between $9.70 and $10.10, aligning closely with the estimate of $9.82.
  • Capital expenditure for 2025 is projected to remain between $35 million and $40 million.
  • CEO Joyce Mullen emphasized effective expense management and highlighted the positive momentum in hardware, driven by commercial and corporate demand, which contributed to gross margin expansion.
  • The market’s current recommendation for Insight is 2 buys, 3 holds, and 0 sell ratings.

Insight Enterprises on Smartkarma

On Smartkarma, analysts from Baptista Research have been covering Insight Enterprises closely. In their latest reports, they discuss the company’s performance in 2024, noting mixed financial results for Insight Enterprises. Despite a 1% increase in gross profit, driven by a significant growth in Insight Core Services, the company faced challenges due to changes in partner programs impacting the cloud and hardware sectors.

Furthermore, Baptista Research delves into Insight Enterprises Inc.’s recent financial outcomes for the third quarter of 2024, emphasizing the company’s struggles and adjustments in the competitive IT sector. Acknowledging that the quarter did not meet expectations, Insight Enterprises revised its gross profit and adjusted earnings per share guidance downwards for the full year, highlighting the need for strategic shifts in response to industry dynamics.


A look at Insight Enterprises Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth3
Resilience3
Momentum4
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Insight Enterprises, a company providing IT solutions globally, shows a fairly positive long-term outlook according to Smartkarma Smart Scores. The company’s strengths lie in its strong momentum, indicating growing investor interest and positive market sentiment. Combined with solid value, growth, and resilience scores, Insight Enterprises appears well-positioned to continue delivering value to its shareholders.

Despite a lower dividend score, the company’s overall outlook remains favorable. With a diverse range of offerings spanning hardware, software, and services in key regions worldwide, Insight Enterprises maintains a competitive edge in the IT sector. Investors can potentially benefit from the company’s well-rounded performance across different Smart Score categories.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Southern Co/The (SO) Earnings: 1Q Adjusted EPS Surpasses Estimates, Revenue Climbs 18%

By | Earnings Alerts
  • Southern Co’s adjusted EPS for Q1 stands at $1.23, surpassing last year’s $1.03 and exceeding the estimate of $1.20.
  • Operating revenue reached $7.78 billion, marking an 18% increase year-over-year and outperforming the estimated $7.05 billion.
  • Alabama Power reported operating revenue of $2.01 billion, a 12% rise from the previous year, beating the forecast of $1.96 billion.
  • Georgia Power’s operating revenue soared to $3.04 billion, up by 27% year-over-year, significantly above the $2.57 billion estimate.
  • Mississippi Power generated $420 million in operating revenue, a 23% increase from last year and higher than the projected $352.2 million.
  • Southern Power’s revenue grew by 20% to $567 million, exceeding the expected $540.9 million.
  • Southern Company Gas recorded a 7.7% increase in revenue, reaching $1.84 billion and outperforming the $1.51 billion estimate.
  • Total electric sales amounted to 48,485 mmkwh, reflecting a 4.2% year-over-year growth.
  • Commercial electricity sales increased by 3.3% to 11,852 mmkwh.
  • Industrial electricity sales rose modestly by 0.5% to 11,824 mmkwh.
  • Operating expenses climbed 17% to $5.77 billion, which is higher than the estimated $5.09 billion.
  • Investment analyst recommendations include 7 buys, 13 holds, and 1 sell for Southern Co.

Southern Co/The on Smartkarma

Analyst coverage of Southern Co/The on Smartkarma by Baptista Research has highlighted positive insights on the company’s recent performance and growth prospects. In the report titled “Southern Company: Is The Growth in Southern Power’s Asset Portfolio Sustainable?“, the analyst notes the company’s strong performance in the fourth quarter of 2024, with adjusted earnings per share reaching $4.05, reflecting an 11% growth from the previous year. This success is attributed to steady investments in state-regulated utilities and effective management of weather-related impacts. The report also mentions the addition of new customers in both electric and natural gas distribution businesses, pointing to robust growth, particularly in the Southeast.

Another report by Baptista Research titled “The Southern Company: Growth in Renewable & Natural Gas Expansion As A Key Growth Catalyst!” emphasizes the company’s operational resilience and growth potential. Despite facing challenges like Hurricane Helene, Southern Company demonstrated impressive operational capabilities with a rapid restoration effort. The report acknowledges the company’s growth in renewable and natural gas expansion as key catalysts for future growth. Overall, the analyst sentiment leans bullish, underscoring optimism towards Southern Co/The‘s prospects based on its recent financial performance and strategic initiatives.


A look at Southern Co/The Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth4
Resilience3
Momentum5
OVERALL SMART SCORE3.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Investors looking at the long-term prospects for The Southern Company can take heart in the Smartkarma Smart Scores. While the company scores moderately in terms of value and resilience, it excels in areas such as dividend, growth, and momentum. A high score in momentum indicates a strong upward trend, which can be appealing to investors seeking potential growth opportunities. The solid scores in dividend and growth reflect stable income generation and promising future expansion.

The Southern Company, a public utility holding company focused on electricity services in the southeastern United States, shows strength in key areas according to the Smart Scores. With a solid dividend and growth score, along with strong momentum, the company appears to be well-positioned for future success. This, coupled with its established presence in the utility sector, indicates a positive outlook for investors considering long-term investment strategies.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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