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Yahoo
29-05-2025
- Business
- Yahoo
Wall Street's Insights Into Key Metrics Ahead of Guidewire Software (GWRE) Q3 Earnings
In its upcoming report, Guidewire Software (GWRE) is predicted by Wall Street analysts to post quarterly earnings of $0.46 per share, reflecting an increase of 76.9% compared to the same period last year. Revenues are forecasted to be $285.72 million, representing a year-over-year increase of 18.7%. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock. While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding. In light of this perspective, let's dive into the average estimates of certain Guidewire Software metrics that are commonly tracked and forecasted by Wall Street analysts. The combined assessment of analysts suggests that 'Revenue- Subscription and support' will likely reach $178.14 million. The estimate points to a change of +29.1% from the year-ago quarter. Analysts' assessment points toward 'Subscription Revenue' reaching $162.74 million. The estimate indicates a change of +35.1% from the prior-year quarter. The consensus among analysts is that 'Revenues- License' will reach $55.33 million. The estimate indicates a change of -1.6% from the prior-year quarter. It is projected by analysts that the 'Revenues- Services' will reach $52.00 million. The estimate indicates a year-over-year change of +11.8%. Analysts expect 'Support Revenue' to come in at $15.41 million. The estimate indicates a year-over-year change of -12.2%. Based on the collective assessment of analysts, 'Term License Revenue' should arrive at $54.48 million. The estimate indicates a year-over-year change of -1%. The consensus estimate for 'Annual recurring revenue' stands at $944.40 million. The estimate is in contrast to the year-ago figure of $828 million. According to the collective judgment of analysts, 'Gross profit- Subscription and support' should come in at $120.51 million. Compared to the present estimate, the company reported $86.79 million in the same quarter last year. Analysts predict that the 'Gross profit- License' will reach $54.87 million. Compared to the present estimate, the company reported $55.37 million in the same quarter last all Key Company Metrics for Guidewire Software here>>>Guidewire Software shares have witnessed a change of +1.9% in the past month, in contrast to the Zacks S&P 500 composite's +6.7% move. With a Zacks Rank #3 (Hold), GWRE is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Guidewire Software, Inc. (GWRE) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Climate
- Yahoo
SpaceX launch recap: Live updates from Starlink mission May 14 from Cape Canaveral, Florida
Launch recap: Scroll down to review live updates from from Cape Canaveral on the Starlink 6-67 mission. Original story: After a string of nighttime launches from Florida's Space Coast, SpaceX aims to send up a Falcon 9 rocket today during a lunch-hour launch. Welcome to FLORIDA TODAY Space Team live coverage of today's SpaceX Starlink 6-67 mission from Cape Canaveral Space Force Station. SpaceX is targeting 12:38 p.m. to send up the rocket from Launch Complex 40. In a highly favorable forecast, the Space Force's 45th Weather Squadron predicted odds of "go for launch" weather at 95%, with cumulus clouds posing only "a very small chance of a violation." The Falcon 9 will deploy a batch of 28 Starlink internet satellites into low-Earth orbit. After soaring skyward along a southeasterly trajectory, the rocket's first-stage booster will target landing aboard a SpaceX drone ship in the Atlantic Ocean. Cape Canaveral: Is there a launch today? Upcoming SpaceX, Axiom, ULA rocket launch schedule at Cape Canaveral Countdown Timer Update 12:47 p.m.: The Falcon 9 first-stage booster just touched down atop SpaceX's drone ship A Shortfall of Gravitas in the Atlantic Ocean, wrapping up its fourth mission. Update 12:38 p.m.: Liftoff! SpaceX has just launched the Falcon 9 carrying 28 Starlink satellites from Cape Canaveral Space Force Station. Update 12:32 p.m.: SpaceX's launch webcast is now posted above, right below our countdown clock. Liftoff is scheduled in six minutes from Cape Canaveral Space Force Station. Update 12:25 p.m.: Kennedy Space Center Visitor Complex officials have opened SpaceX launch viewing areas at the Apollo/Saturn V Center (about 6.2 miles from the pad) and the Atlantis North Lawn (about 6.7 miles from the pad. Update 12:18 p.m.: Today's mission will mark the Falcon 9 first-stage booster's fourth flight, SpaceX reported. This booster previously launched the SES O3b mPOWER-E, Crew-10 and Bandwagon-3 missions. Following stage separation, crews expect the booster to land on the SpaceX drone ship A Shortfall of Gravitas in the Atlantic Ocean 8 minutes, 13 seconds after liftoff. Update 12:10 p.m.: Falcon 9 fueling procedures are now underway at Launch Complex 40, as evidenced by a frost ring forming on the rocket's exterior. That means the Starlink mission countdown is locked in to lift off at 12:38 p.m. without any delays, or else today's launch must be postponed to a later date. Update 11:55 a.m.: SpaceX has not launched a rocket during daylight hours from Florida's Space Coast since the Starlink 6-80 mission back on March 31. Today's launch should occur roughly 43 days and 21 hours after that spring-break liftoff from Cape Canaveral Space Force Station. Update 11:45 a.m.: Here's a rundown of SpaceX's upcoming behind-the-scenes Falcon 9 launch countdown timeline. T-minus: 38 minutes: SpaceX launch director verifies 'go' for propellant load. 35 minutes: Rocket-grade kerosene and first-stage liquid oxygen loading begins. 16 minutes: Second-stage liquid oxygen loading begins. 7 minutes: Falcon 9 begins engine chill prior to launch. 1 minute: Command flight computer begins final prelaunch checks; propellant tank pressurization to flight pressure begins. 45 seconds: SpaceX launch director verifies 'go' for launch. 3 seconds: Engine controller commands engine ignition sequence to start. 0 seconds: Liftoff. Update 11:30 a.m.: SpaceX's upcoming Falcon 9 launch will clock in as the 42nd orbital rocket launch thus far during 2025 from Cape Canaveral Space Force Station and NASA's neighboring Kennedy Space Center. Click here to check out the FLORIDA TODAY Space Team's updating tally listing this year's missions, complete with photo galleries and story links. Update 11:15 a.m.: A few meteorological remarks from the 45th Weather Squadron's launch forecast: "High pressure will build in from the west through the rest of the week. The ridge will create morebenign weather across the Spaceport, with only a very small chance of a Cumulus Cloud Rule violation during the primary launch opportunity," the forecast said. Update 11 a.m.: Brevard County Emergency Management officials have activated the agency's launch operations support team ahead of SpaceX's upcoming lunchtime Falcon 9 launch. For the latest news and launch schedule from Cape Canaveral Space Force Station and NASA's Kennedy Space Center, visit Rick Neale is a Space Reporter at FLORIDA TODAY. Contact Neale at Rneale@ Twitter/X: @RickNeale1 Space is important to us and that's why we're working to bring you top coverage of the industry and Florida launches. Journalism like this takes time and resources. Please support it with a subscription here. This article originally appeared on Florida Today: SpaceX launch recap: Live updates from May 14 Starlink mission in Florida
Yahoo
14-05-2025
- Business
- Yahoo
LANC Q1 Earnings Call: Supply Chain Actions Offset Weak Sales, New Retail Initiatives Highlighted
Specialty food company Lancaster Colony (NASDAQ:LANC) missed Wall Street's revenue expectations in Q1 CY2025, with sales falling 2.9% year on year to $457.8 million. Its non-GAAP profit of $1.54 per share was 2.3% below analysts' consensus estimates. Is now the time to buy LANC? Find out in our full research report (it's free). Revenue: $457.8 million vs analyst estimates of $483.3 million (2.9% year-on-year decline, 5.3% miss) Adjusted EPS: $1.54 vs analyst expectations of $1.58 (2.3% miss) Adjusted EBITDA: $65.53 million vs analyst estimates of $69.24 million (14.3% margin, 5.4% miss) Operating Margin: 10.9%, up from 7.5% in the same quarter last year Free Cash Flow Margin: 6.7%, down from 13% in the same quarter last year Sales Volumes were flat year on year (1.5% in the same quarter last year) Market Capitalization: $4.62 billion Lancaster Colony's first quarter results were shaped by soft consumer demand and industry-wide pressures in both retail and foodservice channels. Management identified weather disruptions, the timing of major holidays, and lower restaurant traffic as key factors weighing on sales. CEO Dave Ciesinski pointed to growth in licensed products and margin expansion through cost-saving initiatives as areas of progress, despite the overall sales decline. Looking ahead, the company's forward guidance is driven by ongoing efforts to expand distribution of newer licensed brands and optimize its supply chain. Ciesinski emphasized, 'We project that our Retail segment sales will benefit from our licensing program including expanding distribution for the recently introduced Texas Roadhouse dinner rolls and the extension of Chick-fil-A sauce into the club channel.' Lancaster Colony is also monitoring external headwinds, such as the cautious consumer environment and industry shifts toward value offerings, while focusing on margin improvement through manufacturing network changes. Lancaster Colony's management attributed the first quarter's financial results to a combination of external market challenges and internal operational improvements. The company discussed actions taken to boost core brand performance, manage costs, and expand its network for future growth. Retail Licensing Expansion: The launch of Chick-fil-A sauce in club channels and the ongoing success of Texas Roadhouse dinner rolls were cited as primary drivers of retail segment momentum. Management expects these initiatives to support volume growth next year as distribution widens. Foodservice Volume Pressures: Foodservice sales were pressured by weather-related restaurant closures and softer industry traffic, with management noting that several large customers experienced extended downtime. The broader trend of restaurant chains shifting to value-focused menus also weighed on volumes. Operational Efficiencies: Gross margin improvements were attributed to supply chain productivity, value engineering, and stable commodity costs. CFO Tom Pigott highlighted that cost-saving measures and favorable pricing versus input costs offset the impact of lower sales. Manufacturing Network Changes: The acquisition of an Atlanta-based sauce and dressing facility and the planned closure of a California plant were described as key steps to streamline operations and reduce costs. These moves are expected to enhance the company's ability to serve key customers efficiently. Retail Market Share Gains: Despite the challenging environment, core brands such as New York Bakery and Sister Schubert's increased market share in frozen bread categories. The company's licensing program also contributed to share gains in sauces and dressings. Management expects Lancaster Colony's near-term performance to be shaped by expansion of licensed products, continued supply chain optimization, and persistent industry headwinds in both retail and foodservice. Licensed Product Distribution: Broader rollout of Chick-fil-A sauces in club stores and Texas Roadhouse dinner rolls in mass retail channels are expected to drive incremental sales, with management describing these as meaningful contributors in upcoming quarters. Supply Chain Restructuring: The integration of the Atlanta facility and closure of the Milpitas, California plant are central to margin improvement goals, with management aiming to streamline production and reduce operating costs. Consumer and Industry Risks: Ongoing softness in consumer demand and restaurant traffic, as well as potential shifts in promotional activity, remain risks that could impact both revenue and volume trends. Jim Salera (Stephens): Asked about collaborating with foodservice customers to offset weak industry traffic; management responded that menu innovation and select price increases could help, but they expect low single-digit declines unless traffic recovers. Scott Marks (Jefferies): Inquired about refrigerated dressings' underperformance; CEO Ciesinski explained it was largely due to Easter timing, and noted some broader consumer softness in that category. Andrew Wolf (C.L. King): Sought clarity on promotional strategy and competitive dynamics; management reiterated a cautious approach to trade spending, preferring targeted promotions and end-cap placement over broad price cuts. Alton Stump (Loop Capital): Questioned the potential impact of Chick-fil-A sauce in club channels; management characterized it as a significant growth opportunity and noted strong early performance at Sam's and Costco. Andrew Wolf (C.L. King): Asked for quantification of the Easter holiday impact; management estimated at least a one percentage point effect on adjusted volume. The StockStory team will be monitoring (1) the pace and impact of new licensed product rollouts, especially the expansion of Chick-fil-A sauces and Texas Roadhouse dinner rolls; (2) progress on supply chain initiatives, including the Atlanta facility integration and Milpitas plant closure; and (3) stabilization or improvement in both retail and foodservice volumes. Any shifts in consumer demand or competitive pricing will also be key drivers in the quarters ahead. Lancaster Colony currently trades at a forward P/E ratio of 23.7×. Should you double down or take your chips? The answer lies in our free research report. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.
Yahoo
08-05-2025
- Business
- Yahoo
ICU Medical (NASDAQ:ICUI) Delivers Impressive Q1
Medical device company ICU Medical (NASDAQ:ICUI) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 6.7% year on year to $604.7 million. Its non-GAAP profit of $1.72 per share was 34.4% above analysts' consensus estimates. Is now the time to buy ICU Medical? Find out in our full research report. Revenue: $604.7 million vs analyst estimates of $567.2 million (6.7% year-on-year growth, 6.6% beat) Adjusted EPS: $1.72 vs analyst estimates of $1.28 (34.4% beat) Adjusted EBITDA: $99.43 million vs analyst estimates of $88.48 million (16.4% margin, 12.4% beat) Operating Margin: 2.1%, up from 1% in the same quarter last year Free Cash Flow Margin: 6.1%, similar to the same quarter last year Market Capitalization: $3.31 billion Vivek Jain, ICU Medical's Chief Executive Officer, said, 'First quarter results were generally in line with our expectations." Founded in 1984 and named for its initial focus on intensive care units, ICU Medical (NASDAQ:ICUI) develops and manufactures medical products for infusion therapy, vascular access, and vital care applications used in hospitals and other healthcare settings. A company's long-term performance is an indicator of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Luckily, ICU Medical's sales grew at a solid 14.7% compounded annual growth rate over the last five years. Its growth beat the average healthcare company and shows its offerings resonate with customers. Long-term growth is the most important, but within healthcare, a half-decade historical view may miss new innovations or demand cycles. ICU Medical's recent performance shows its demand has slowed as its annualized revenue growth of 2.3% over the last two years was below its five-year trend. We can better understand the company's revenue dynamics by analyzing its most important segment, . Over the last two years, ICU Medical's revenue averaged 4.7% year-on-year growth. This segment has outperformed its total sales during the same period, lifting the company's performance. This quarter, ICU Medical reported year-on-year revenue growth of 6.7%, and its $604.7 million of revenue exceeded Wall Street's estimates by 6.6%. Looking ahead, sell-side analysts expect revenue to decline by 3.8% over the next 12 months, a deceleration versus the last two years. This projection doesn't excite us and indicates its products and services will face some demand challenges. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses – everything from the cost of goods sold to advertising and wages. It's also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. ICU Medical was profitable over the last five years but held back by its large cost base. Its average operating margin of 3% was weak for a healthcare business. Looking at the trend in its profitability, ICU Medical's operating margin decreased by 3.7 percentage points over the last five years, but it rose by 4 percentage points on a two-year basis. Still, shareholders will want to see ICU Medical become more profitable in the future. This quarter, ICU Medical generated an operating profit margin of 2.1%, up 1.1 percentage points year on year. This increase was a welcome development and shows it was more efficient. We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. ICU Medical's flat EPS over the last five years was below its 14.7% annualized revenue growth. This tells us the company became less profitable on a per-share basis as it expanded. We can take a deeper look into ICU Medical's earnings to better understand the drivers of its performance. As we mentioned earlier, ICU Medical's operating margin improved this quarter but declined by 3.7 percentage points over the last five years. Its share count also grew by 14.1%, meaning the company not only became less efficient with its operating expenses but also diluted its shareholders. In Q1, ICU Medical reported EPS at $1.72, up from $0.96 in the same quarter last year. This print easily cleared analysts' estimates, and shareholders should be content with the results. Over the next 12 months, Wall Street expects ICU Medical's full-year EPS of $6.98 to grow 3.2%. We were impressed by how significantly ICU Medical blew past analysts' EPS expectations this quarter. We were also excited its revenue outperformed Wall Street's estimates by a wide margin. Zooming out, we think this was a solid print. The stock remained flat at $144.25 immediately after reporting. ICU Medical may have had a good quarter, but does that mean you should invest right now? The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
Yahoo
03-05-2025
- Business
- Yahoo
Builders FirstSource First Quarter 2025 Earnings: EPS Misses Expectations
Revenue: US$3.66b (down 6.0% from 1Q 2024). Net income: US$96.3m (down 63% from 1Q 2024). Profit margin: 2.6% (down from 6.7% in 1Q 2024). The decrease in margin was driven by lower revenue. EPS: US$0.85 (down from US$2.12 in 1Q 2024). Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 19%. Looking ahead, revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US. Performance of the American Building industry. The company's shares are down 5.9% from a week ago. Our analysis of Builders FirstSource based on 6 different valuation metrics shows it might be undervalued. Click here to view our comprehensive analysis and gain insights into the stock's investment prospects. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary 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. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
