NVR's EPS fell 2.8% despite revenue growth, while LYFT's EPS soared 64.1%. STRL shows strong revenue growth.
Mexico's auto, steel, & aluminum sectors face persistent tariffs, impacting trade despite USMCA talks. Expect no tariff rollback.
FLEX faces flat sales & low FCF margin (2.8%), POWL shows strong revenue growth (20.6%) & EPS gains (58.2%)
Tesla posted $1.44bn Q1 free cash flow vs expected burn but flagged a sharp rise in capex to ~$25bn in 2026. The company expects negative free cash flow ahead as it ramps investment in AI, robotaxis and robotics, shifting focus to long-term growth.
Lam Research sees WFE growth to $140B+ on AI demand, with strong margins and EPS outlook.
ASTH's 51.5% revenue growth & 11.7x P/E shine, while LNTH faces sales decline & AZTA's EPS drops.
MANH jumps 6% on strong earnings beat! Cloud subs up 24%, revenue beats estimates. Outlook positive.
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