Organizational consulting firm Korn Ferry (NYSE:KFY) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 2.8% year on year to $719.8 million. On the other hand, next quarter’s revenue guidance of $685 million was less impressive, coming in 1% below analysts’ estimates. Its non-GAAP profit of $1.32 per share was 4.7% above analysts’ consensus estimates.
EQUINOR ASA (NYSE:EQNR) is a GARP candidate with strong profitability, reasonable valuation, and a solid dividend, making it worth considering for long-term investors.
NEUROCRINE BIOSCIENCES (NBIX) offers strong growth, solid profitability, and reasonable valuation, making it an attractive candidate for investors seeking affordable growth in the biotech sector.
ABERCROMBIE & FITCH (NYSE:ANF) appears undervalued with strong profitability, zero debt, and solid margins, making it a potential candidate for value investors.
Westinghouse Air Brake Technologies’ first quarter results were well received by the market, as management pointed to a combination of international growth and disciplined cost controls as key drivers. CEO Rafael Santana highlighted that “amplified cost control levers” and a business mix weighted toward higher-margin international opportunities contributed to margin expansion and profitability. The quarter also benefited from strong service activity and favorable timing of expenses, which management described as partially offsetting a more muted environment in North America.
Boston Scientific’s first quarter results were met with a positive market reaction following revenue and profit that surpassed Wall Street expectations. Management credited robust growth in its cardiology portfolio and the successful execution of a category leadership strategy spanning electrophysiology, WATCHMAN, and interventional cardiology products. CEO Michael Mahoney highlighted that double-digit expansion in the U.S. and momentum in Europe and Japan helped drive operational sales growth, while new product launches and increased adoption in emerging segments, such as FARAPULSE and Axios, also contributed to performance.
Vertiv’s first quarter performance was characterized by robust demand from data center customers and continued momentum in AI infrastructure projects. Management attributed the strong results to expanding order pipelines, particularly in the Americas and Asia-Pacific, and noted effective execution on operational initiatives. CEO Giordano Albertazzi highlighted that the company’s ability to secure and deliver large-scale projects, including a major partnership with NVIDIA, played a key role in outpacing market growth. Management also pointed to disciplined pricing and supply chain resilience as supporting higher operating margins, despite the backdrop of evolving tariff pressures.
