Latest news with #Q1Results
Yahoo
2 days ago
- Business
- Yahoo
Q1 Earnings Highlights: Lincoln Educational (NASDAQ:LINC) Vs The Rest Of The Education Services Stocks
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let's have a look at Lincoln Educational (NASDAQ:LINC) and its peers. A whole industry has emerged to address the problem of rising education costs, offering consumers alternatives to traditional education paths such as four-year colleges. These alternative paths, which may include online courses or flexible schedules, make education more accessible to those with work or child-rearing obligations. However, some have run into issues around the value of the degrees and certifications they provide and whether customers are getting a good deal. Those who don't prove their value could struggle to retain students, or even worse, invite the heavy hand of regulation. The 8 education services stocks we track reported a very strong Q1. As a group, revenues beat analysts' consensus estimates by 2.3% while next quarter's revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 8.4% on average since the latest earnings results. Established in 1946, Lincoln Educational (NASDAQ:LINC) is a provider of specialized technical training in the United States, offering career-oriented programs to provide practical skills required in the workforce. Lincoln Educational reported revenues of $117.5 million, up 13.7% year on year. This print exceeded analysts' expectations by 2%. Overall, it was an exceptional quarter for the company with a solid beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. 'We delivered a strong start to 2025 with exceptional student start growth, double digit revenue growth and a 63% increase in adjusted EBITDA,' said Scott Shaw, President and CEO. Interestingly, the stock is up 9.1% since reporting and currently trades at $22.82. Is now the time to buy Lincoln Educational? Access our full analysis of the earnings results here, it's free. Formed through the merger of Strayer Education and Capella Education in 2018, Strategic Education (NASDAQ:STRA) is a career-focused higher education provider. Strategic Education reported revenues of $303.6 million, up 4.6% year on year, outperforming analysts' expectations by 1%. The business had an exceptional quarter with an impressive beat of analysts' EPS estimates and a solid beat of analysts' adjusted operating income estimates. The market seems happy with the results as the stock is up 6% since reporting. It currently trades at $85.06. Is now the time to buy Strategic Education? Access our full analysis of the earnings results here, it's free. Founded in 1949, Grand Canyon Education (NASDAQ:LOPE) is an educational services provider known for its operation at Grand Canyon University. Grand Canyon Education reported revenues of $289.3 million, up 5.3% year on year, exceeding analysts' expectations by 0.8%. It was a satisfactory quarter as it also posted EPS guidance for next quarter exceeding analysts' expectations. The stock is flat since the results and currently trades at $185.47. Read our full analysis of Grand Canyon Education's results here. Formerly known as Career Education Corporation, Perdoceo Education (NASDAQ:PRDO) is an educational services company that specializes in postsecondary education. Perdoceo Education reported revenues of $213 million, up 26.6% year on year. This print topped analysts' expectations by 2.4%. Overall, it was a strong quarter as it also logged EPS guidance for next quarter exceeding analysts' expectations. Perdoceo Education achieved the fastest revenue growth among its peers. The stock is up 27.5% since reporting and currently trades at $32.07. Read our full, actionable report on Perdoceo Education here, it's free. Founded in 1965, Universal Technical Institute (NYSE: UTI) is a leading provider of technical training programs, specializing in automotive, diesel, collision repair, motorcycle, and marine technicians. Universal Technical Institute reported revenues of $207.4 million, up 12.6% year on year. This number beat analysts' expectations by 2.8%. It was an exceptional quarter as it also recorded a solid beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. Universal Technical Institute delivered the highest full-year guidance raise among its peers. The stock is up 11.1% since reporting and currently trades at $32.90. Read our full, actionable report on Universal Technical Institute here, it's free. In response to the Fed's rate hikes in 2022 and 2023, inflation has been gradually trending down from its post-pandemic peak, trending closer to the Fed's 2% target. Despite higher borrowing costs, the economy has avoided flashing recessionary signals. This is the much-desired soft landing that many investors hoped for. The recent rate cuts (0.5% in September and 0.25% in November 2024) have bolstered the stock market, making 2024 a strong year for equities. Donald Trump's presidential win in November sparked additional market gains, sending indices to record highs in the days following his victory. However, debates continue over possible tariffs and corporate tax adjustments, raising questions about economic stability in 2025. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
Yahoo
4 days ago
- Automotive
- Yahoo
Q1 Earnings Highlights: Lithia (NYSE:LAD) Vs The Rest Of The Vehicle Retailer Stocks
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 vehicle retailer stocks, starting with Lithia (NYSE:LAD). Buying a vehicle is a big decision and usually the second-largest purchase behind a home for many people, so retailers that sell new and used cars try to offer selection, convenience, and customer service to shoppers. While there is online competition, especially for research and discovery, the vehicle sales market is still very fragmented and localized given the magnitude of the purchase and the logistical costs associated with moving cars over long distances. At the end of the day, a large swath of the population relies on cars to get from point A to point B, and vehicle sellers are acutely aware of this need. The 4 vehicle retailer stocks we track reported a very strong Q1. As a group, revenues beat analysts' consensus estimates by 1.1%. Thankfully, share prices of the companies have been resilient as they are up 9.5% on average since the latest earnings results. With a strong presence in the Western US, Lithia Motors (NYSE:LAD) sells a wide range of vehicles, including new and used cars, trucks, SUVs, and luxury vehicles from various manufacturers. Lithia reported revenues of $9.18 billion, up 7.2% year on year. This print fell short of analysts' expectations by 2.1%. It was a mixed quarter with an impressive beat of analysts' EBITDA estimates but a miss of analysts' EPS estimates. "Our strong first quarter performance reflects the power of our integrated ecosystem and the disciplined execution of the Lithia & Driveway strategy by our teams," said Bryan DeBoer, President and CEO. Lithia pulled off the fastest revenue growth but had the weakest performance against analyst estimates of the whole group. The stock is up 13.2% since reporting and currently trades at $335.73. Is now the time to buy Lithia? Access our full analysis of the earnings results here, it's free. With a strong presence in the Southern and Central US, America's Car-Mart (NASDAQ:CRMT) sells used cars to budget-conscious consumers. America's Car-Mart reported revenues of $370.2 million, up 1.9% year on year, outperforming analysts' expectations by 7.8%. The business had an incredible quarter with a solid beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. America's Car-Mart pulled off the biggest analyst estimates beat among its peers. The stock is down 10.5% since reporting. It currently trades at $51.69. Is now the time to buy America's Car-Mart? Access our full analysis of the earnings results here, it's free. Known for its transparent, customer-centric approach and wide selection of vehicles, Carmax (NYSE:KMX) is the largest automotive retailer in the United States. CarMax reported revenues of $7.55 billion, up 6.1% year on year, in line with analysts' expectations. Still, its results were good as it locked in an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' gross margin estimates. Interestingly, the stock is up 4.6% since the results and currently trades at $67.28. Read our full analysis of CarMax's results here. Founded in 1966 as a single recreational vehicle (RV) dealership, Camping World (NYSE:CWH) still sells RVs along with boats and general merchandise for outdoor activities. Camping World reported revenues of $1.41 billion, up 3.6% year on year. This result missed analysts' expectations by 1%. Taking a step back, it was still a very strong quarter as it recorded a solid beat of analysts' EBITDA and EPS estimates. The stock is up 30.5% since reporting and currently trades at $18.40. Read our full, actionable report on Camping World here, it's free. The Fed's interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump's presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. 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
Forbes
4 days ago
- Automotive
- Forbes
Buy, Sell Or Hold CarMax Stock?
SAN DIEGO, CALIFORNIA - APRIL 24: Vehicles for sale are parked in a lot at a CarMax dealership on ... More April 24, 2025 in San Diego, California. (Photo by) CarMax (NYSE:KMX) stock surged nearly 6% during trading on Friday. These gains were driven by the company reporting better-than-expected Q1 results, with revenue rising around 6% year-over-year to $7.55 billion, aligning with estimates, while earnings exceeded predictions at $1.38 per share. CarMax experienced a 6.6% rise in same-store sales year-over-year during the quarter, indicating a positive shift, as the company had been experiencing a slight decline in same-store sales over the past two years. Additionally, the company noted an improvement in its gross margins, with retail gross profit per used unit nearing an all-time high, fueled by increased demand and cost efficiencies in its logistics and reconditioning operations. Despite the robust earnings, we contend that CarMax stock appears unappealing – making it a very poor choice to purchase at its current price around $69. We identify several significant concerns regarding KMX stock, which renders it very unappealing as its current valuation seems moderate. Our conclusion is based on comparing KMX's current valuation with its operational performance over recent years, along with its present and historical financial health. Our analysis of CarMax across key metrics including Growth, Profitability, Financial Stability, and Downturn Resilience indicates that the company demonstrates a very weak operational performance and financial condition, as outlined below. However, if you are looking for upside with reduced volatility compared to individual stocks, the Trefis High Quality portfolio offers an alternative – having outperformed the S&P 500 and achieved returns exceeding 91% since its inception. How Does CarMax's Valuation Compare to The S&P 500? When considering your expenditure per dollar of sales or profit, KMX stock seems somewhat expensive in relation to the broader market. • CarMax possesses a price-to-sales (P/S) ratio of 0.4 compared to a figure of 3.1 for the S&P 500 • Additionally, the company's price-to-free cash flow (P/FCF) ratio stands at 63.0 compared to 20.9 for the S&P 500 • Moreover, it has a price-to-earnings (P/E) ratio of 19.7 in contrast to the benchmark's 26.9 How Have CarMax's Revenues Changed Over Recent Years? CarMax's Revenues have seen marginal growth over the past few years. • CarMax has experienced an average decline of 6.1% in its top line over the last 3 years (versus a 5.5% increase for S&P 500) • Its revenues have decreased 0.7% from $27 billion to $26 billion in the last 12 months (against a 5.5% growth for S&P 500) • Additionally, its quarterly revenues grew 6.7% to $6.0 billion in the latest quarter compared to $5.6 billion a year prior (in contrast to a 4.8% improvement for S&P 500) How Profitable Is CarMax? CarMax's profit margins are significantly below those of most companies in the Trefis coverage universe. • CarMax's Operating Income for the last four quarters was $-221 million, which signifies a very poor Operating Margin of -0.8% • CarMax's Operating Cash Flow (OCF) for this period was $624 million, indicating a very poor OCF Margin of 2.4% (compared to 14.9% for S&P 500) • For the four-quarter period, CarMax's Net Income was $501 million – reflecting a very poor Net Income Margin of 1.9% (against 11.6% for S&P 500) Does CarMax Appear Financially Stable? CarMax's balance sheet appears very fragile. • CarMax's total Debt was $19 billion at the end of the most recent quarter, whereas its market capitalization is $11 billion (as of 6/21/2025). This reveals a very poor Debt-to-Equity Ratio of 194.8% (compared to 19.4% for S&P 500). [Note: A lower Debt-to-Equity Ratio is preferred] • Cash (including cash equivalents) constitutes $247 million of the $27 billion in Total Assets for CarMax. This results in a very poor Cash-to-Assets Ratio of 0.9% How Resilient Is KMX Stock In A Downturn? KMX stock has performed worse than the benchmark S&P 500 index during several recent downturns. Concerned about the effects of a market collapse on KMX stock? Our dashboard How Low Can CarMax Stock Go In A Market Crash? offers a comprehensive analysis of the stock's performance during and following previous market crashes. • KMX stock plummeted 64.0% from a peak of $154.85 on 9 November 2021 to $55.69 on 21 October 2022, compared to a peak-to-trough drop of 25.4% for the S&P 500 • The stock has not yet recovered to its pre-Crisis peak • The highest value the stock has reached since then is $89.19 on 18 February 2025 and is currently trading around $69 • KMX stock declined 56.6% from a high of $101.90 on 20 February 2020 to $44.27 on 20 March 2020, versus a peak-to-trough decline of 33.9% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 10 August 2020 • KMX stock dropped 78.7% from a peak of $29.25 on 24 January 2007 to $6.23 on 20 November 2008, compared to a peak-to-trough decline of 56.8% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 8 October 2010 Putting It All Together: Implications for KMX Stock In conclusion, CarMax's performance across the aforementioned parameters is summarized as follows: • Growth: Neutral • Profitability: Extremely Weak • Financial Stability: Extremely Weak • Downturn Resilience: Very Weak • Overall: Very Weak This situation is not accurately reflected in the stock's moderate valuation, which is why we consider it to be very unattractive, reinforcing our assessment that KMX is a very poor stock to buy. While it would be wise to steer clear of KMX stock for the time being, you might want to investigate the Trefis Reinforced Value (RV) Portfolio, which has surpassed its all-cap stocks benchmark (a combination of the S&P 500, S&P mid-cap, and Russell 2000 benchmark indices) to deliver robust returns for investors. Why is that? The quarterly rebalanced mix of large-, mid-, and small-cap RV Portfolio stocks offers a flexible approach to capitalize on favorable market conditions while mitigating losses when markets decline, as elaborated in RV Portfolio performance metrics.
Zawya
5 days ago
- Business
- Zawya
Egypt: Elsaeed Contracting posts 5.8% YoY rise in Q1 2025 consolidated profits
Elsaeed Contracting and Real Estate Investment Company (SCCD) recorded 5.830% year-on-year (YoY) higher consolidated net profits attributable to the holding company at EGP 64.593 million in the first quarter (Q1) of 2025, the financial results showed. The quarterly earnings were compared with EGP 61.034 million in Q1 2024. Earnings per share (EPS) increased to EGP 0.089 at the end of March 2025 from EGP 0.084 a year earlier, while the operations revenues dropped to EGP 376.267 million from EGP 701.501 million. As for the standalone financials, the net profits after tax plunged to EGP 51.847 million in Q1 2025 from EGP 60.711 million in Q1 2024, while the EPS plunged to EGP 0.063 from EGP 0.073. © 2020-2023 Arab Finance For Information Technology. All Rights Reserved. Provided by SyndiGate Media Inc. (
Yahoo
20-06-2025
- Business
- Yahoo
5 Insightful Analyst Questions From MarineMax's Q1 Earnings Call
MarineMax delivered a positive Q1, with results surpassing Wall Street's revenue and profit expectations and a strong market reaction following the announcement. Management attributed the quarter's outperformance to aggressive pricing, targeted promotions, and increased digital marketing, which helped drive double-digit same-store sales growth. CEO Brett McGill emphasized the company's ability to leverage technology and analytics, stating, 'Our digital investments combined with the best team and industry leading premium brands and strong execution enable us to achieve record March quarter revenue.' Is now the time to buy HZO? Find out in our full research report (it's free). Revenue: $631.5 million vs analyst estimates of $582.4 million (8.3% year-on-year growth, 8.4% beat) Adjusted EPS: $0.23 vs analyst estimates of $0.19 (19.3% beat) Adjusted EBITDA: $30.92 million vs analyst estimates of $28.73 million (4.9% margin, 7.6% beat) Management lowered its full-year Adjusted EPS guidance to $1.90 at the midpoint, a 17.4% decrease EBITDA guidance for the full year is $155 million at the midpoint, below analyst estimates of $166.1 million Operating Margin: 3.6%, in line with the same quarter last year Locations: 71 at quarter end, down from 83 in the same quarter last year Same-Store Sales rose 11% year on year (2% in the same quarter last year) Market Capitalization: $545.9 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. James Hardiman (Citi): Asked about the drivers behind the 11% same-store sales growth and the expected decline in April. CFO Mike McLamb explained that growth was largely due to premium product mix, while unit volumes fell and April is expected to see further softness. Michael Swartz (Truist Securities): Inquired about direct tariff costs and margin impacts. McLamb clarified that guidance does not include significant direct tariff costs, and margin declines are attributed mainly to promotions and product mix. Joe Altobello (Raymond James): Questioned the promotional environment and industry inventory levels. CEO Brett McGill said promotions are now more about overcoming consumer uncertainty than excess inventory, and online engagement remains strong. Eric Wold (Texas Capital Securities): Pressed on demand softness across price points and the effectiveness of promotions. McGill noted softness across all segments, with premium buyers still seeking deals, and said promotions may be less effective during periods of high uncertainty. Anna Glaessgen (B. Riley Securities): Asked about cancellations and the effect of tariffs on future pricing. McGill reported no uptick in cancellations and expects any price increases related to tariffs to be phased in with new model years, not immediately. In the coming quarters, the StockStory team will watch for (1) stabilization in promotional activity and signs that margin pressure is easing, (2) continued growth and resilience in higher-margin marina and superyacht services, and (3) the impact of tariff developments on consumer demand and industry sentiment. Trends in inventory management and digital engagement will also serve as important indicators of MarineMax's ability to navigate ongoing uncertainty. MarineMax currently trades at $25.49, up from $19.24 just before the earnings. In the wake of this quarter, is it a buy or sell? The answer lies in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). 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 Kadant (+351% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
