Reports

The Home Depot posted Q1 2025 results with revenue rising to $39.9B despite a slight dip in earnings. The company reaffirmed its full-year guidance and saw stable customer activity amid spring-related demand.

• Revenue increased 9.4% year-over-year to $39.9B.
• Net income decreased to $3.4B from $3.6B in the same quarter last year.

Keysight Technologies delivered strong Q2 2025 results with revenue and earnings exceeding guidance. Net income more than doubled compared to the same quarter last year, driven by strength across key segments including commercial communications and aerospace. The company raised its full-year outlook, reflecting confidence in sustained demand.

• Achieved second quarter revenue and earnings per share above the high end of guidance.
• Reported total revenue of $1.31 billion, a 7% increase compared to the prior year.

Amer Sports posted strong Q1 2025 results with revenue up 23% and net income surging to $135M. The performance was driven by robust sales across all segments, particularly Arc’teryx and Salomon. The company raised its full-year revenue and EPS outlook despite tariff concerns.

• Revenue grew 23% to $1.47B, driven by strength across all segments and geographies.
• Adjusted EPS reached $0.27, up from $0.11 a year ago.

In Q1 2025, ZTO Express delivered strong growth in parcel volume and net income. Despite a dip in gross profit, the company maintained a solid operating margin and reiterated its full-year volume guidance.

• Parcel volume surged 19.1% to 8.54 billion units
• Net income rose 40.9% to $281 million

Revenue rose slightly to $744 million, driven by network expansion in China. Profitability improved with a $123 million net income. The company saw gains in its asset-light operations, despite weaker performance from its Legacy-DH segment.

• Revenue reached $744 million, a 2.2% year-over-year increase.
• Net income rose to $123 million from $659 million in Q1 2024.

Vipshop delivered $3.6B in revenue and $267.7M in net income in Q1 2025, maintaining solid profitability despite a year-over-year revenue decline and fewer active customers.

• Revenue reached $3.62 billion, down from $3.81 billion YoY.
• Net income was $267.7 million, with adjusted EPS at $0.61.

Bilibili posted $965.1M in revenue, driven by mobile games and advertising. Net loss was nearly eliminated, while adjusted EPS turned positive. Gross margin rose significantly as monetization efficiency improved.

• Revenue grew to $965.1M, up from $778M last quarter
• Net loss narrowed sharply to $1.5M

GDS delivered a strong turnaround in Q1 2025, posting a net income of $105.3M driven by a large gain on deconsolidation of subsidiaries. Revenue grew 12% year-over-year, while adjusted EBITDA margin improved to 48.6%.

• Revenue reached $375.3M, up 12% YoY due to continued data center ramp-ups.
• Net income turned positive at $105.3M, largely from a $145.7M gain on deconsolidation.

Modine achieved strong results in the fourth quarter of fiscal 2025, with significant increases in net sales, net earnings, adjusted EBITDA, and earnings per share. This performance contributed to record net sales and adjusted EBITDA for the full fiscal year, primarily driven by growth in the Climate Solutions segment, particularly data center cooling products.

• Fourth quarter net sales increased 7% to $647.2 million, driven by the Climate Solutions segment.
• Net earnings in Q4 increased 92% to $50.1 million.

In Q1 2025, BBVA Argentina delivered $90M in net income and nearly $746M in revenue. Strong credit performance and cost control led to a solid operating income.

• Net income totaled ~$90M USD (AR$ 78.2B), boosted by commercial growth and stable costs.
• EPS per ADS (FXC) was ~$0.42 USD, based on AR$ 366.

IHS Holding Limited posted a solid Q1 2025 with revenue reaching $439.6 million and net income turning positive at $30.7 million. Adjusted EBITDA jumped 36.4%, while cash from operations more than doubled year-over-year.

• Revenue grew to $439.6M, primarily driven by organic growth and FX resets.
• Net income recovered to $30.7M, reversing a $1.56B loss in Q1 2024.

FinVolution reported a strong Q1 2025, achieving higher revenue and net income amid macro headwinds. The company saw growth in both domestic and international segments, with international revenue now contributing over 20% of total revenue.

• Revenue reached $479.7 million, driven by growth in loan facilitation service fees.
• Net income rose to $101.7 million, reflecting stronger profitability.

Despite a decline in revenue and gross margins, Hovnanian delivered positive net income, repurchased shares, and continued to maintain strong capital discipline while increasing their controlled lot inventory.

• Total revenue fell to $686.5M from $708.4M a year ago.
• Net income was $19.7M, down from $50.8M in Q2 2024.

Evolv Technology reported strong first quarter 2025 results, with revenue increasing 44% year-over-year to $32.0 million and Annual Recurring Revenue (ARR) reaching $106.0 million, up 34%. The company significantly reduced its net loss to $(1.7) million and achieved positive Adjusted EBITDA of $1.7 million.

• Total revenue for Q1 2025 was $32.0 million, a 44% increase compared to Q1 2024.
• Ending Annual Recurring Revenue (ARR) was $106.0 million as of March 31, 2025, up 34% year-over-year.

DouYu's Q1 2025 results showed an improved operating margin and significant cost reductions. While revenue declined year-over-year, profitability metrics improved and innovative segments grew strongly.

• Total revenue was $130.5M, down from $143.3M YoY
• Net loss reduced to $11.0M from $12.1M YoY

Canaan exceeded revenue guidance in Q1 2025, driven by robust mining and product sales. However, the company still recorded a net loss due to high operating expenses and non-cash financial impacts.

• Total revenue reached $82.8 million, surpassing guidance of $75 million.
• Mining revenue hit a record $24.3 million as 259 bitcoins were mined.

KNOT Offshore Partners delivered solid operational performance in Q1 2025 with high vessel utilization and consistent earnings, despite a decline in operating income from the previous quarter.

• Generated $84 million in total revenue for Q1 2025.
• Achieved 96.9% fleet utilization, with 99.5% when adjusted for scheduled drydockings.

Arbe posted a net loss of $13.8M for Q1 2025 with $40K in revenue. The company progressed with European OEM engagements, announced a new NVIDIA partnership, and secured significant funding to support future growth.

• Revenue for Q1 2025 was $40,000, a drop from $137,000 in Q1 2024.
• Net loss widened to $13.8M from $12.8M year-over-year.

Eltek Ltd. posted $12.8M in revenue and $1.0M in net income for Q1 2025, with EPS at $0.15. Despite increased labor costs and lower yields from new equipment ramp-up, the company experienced strong demand and continued investment in production capacity.

• Revenue increased to $12.8M in Q1 2025 from $11.8M in Q1 2024.
• Net income reached $1.0M, down from $1.7M the previous year.