Earnings Anatomy
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ID: 1878931225005731840
13-01-2025 22:24:59
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Lennox International $LII FY 2025 results show strong pricing power! ๐ก๏ธโ๏ธ ๐ Revenue: $5.2B (down 3%) ๐ Net Income: $806M (down <1%) ๐ Residential volumes fell 17%, but 10% price hikes saved the margins! ๐ฐ๐ช ๐ Major shift: Company moved from LIFO to FIFO for inventory! ๐ฆ๐
IQVIA $IQV FY 2025 results are out! ๐งฌ๐ ๐ Revenue: $16.31B (+5.9%) ๐ ๐ Net Income: $1.36B ๐ธโ๏ธ TAS revenue grew 7.6% ๐ป๐ฅ but costs ๐๏ธโ ๏ธ pressured margins. $1.24B in buybacks ๐ฐ๐ช lifted EPS to $7.84! $34.2B backlog ๐ฆโจ provides visibility. earningsanatomy.com/blogs/iqvia-20โฆ
Allegion $ALLE FY 2025 results are out! ๐๐ ๐ Revenue: $4,067.3M (+7.8%) ๐ฐ๐ฐ ๐ Net Income: $643.8M (+7.7%) ๐๐ Pricing and M&A led growth, while volumes remained soft at 1.0% ๐๐๐ ๏ธ. Spent $592.2M on acquisitions to drive tech! ๐๐๐ป earningsanatomy.com/blogs/allegionโฆ
Enphase Energy $ENPH FY2025 results show a U.S. solar recovery! โ๏ธ๐ ๐ Revenue: $1.47B (+11%) ๐ Net Income: $172.1M (+68%) ๐บ๐ธ U.S. sales surged 27% to $1.19B ๐ International fell 28% to $284M ๐๏ธ $238.7M in IRA tax credits propped up those margins! earningsanatomy.com/blogs/enphase-โฆ
Arista Networks $ANET is the AI backbone! ๐๐ FY2025 results are in: ๐ Revenue: $9.0B (+28.6%) ๐ฐ Net Income: $3.51B (+23.1%) Data center demand is exploding, though "Cloud Titan" customer concentration remains a risk for investors to monitor. ๐โ ๏ธ earningsanatomy.com/blogs/arista-nโฆ
Vertex Pharmaceuticals $VRTX returns to profit in FY2025! ๐ฌ๐ณ๐ฒ๐ณ ๐ Revenue: $12.0B (+9% YoY) ๐น๐ฐ ๐ฐ Net Income: $3.95B (up ~$4.5B vs '24 loss) ๐๐ ๐ Alyftrek hit $837.8M in debut ๐จโจ โ ๏ธ $379M T1D write-down ๐๐ SG&A costs up 20% on launches ๐ข๐ธ earningsanatomy.com/blogs/vertex-pโฆ