Several companies reported their first-quarter 2025 earnings with mixed results. DaVita posted revenue of $3.224 billion, surpassing forecasts, with operating income of $439 million and adjusted EPS of $2.00, slightly above estimates. The company repurchased 3.7 million shares in Q1 and 1.7 million post-quarter, raising its full-year adjusted operating income outlook to $2.01-$2.16 billion and EPS to $10.20-$11.30. Exelixis reported adjusted EPS of $0.62, beating consensus of $0.37, with revenue up 30.6% year-over-year to $555.4 million, driven by a 35.6% increase in Cabozantinib U.S. net product revenue to $513.3 million. The company raised its 2025 revenue guidance by $100 million to a range of $2.25-$2.35 billion. Danaos Corporation (DAC) reported Q1 EPS of $6.04, with a $525 million new charter backlog and a dividend of 85 cents. The company is buying back shares aggressively, repurchasing 265,000 shares after the quarter and increasing its stake in Star Bulk Carriers (SBLK). Danaos is 99% contracted for 2025, 85% for 2026, and 57% for 2027, with 15 new ships expected by late 2027 or early 2028. Alcon missed its Q1 revenue and adjusted EPS targets, reporting $2.5 billion in revenue and an adjusted EPS of $0.73, leading to a downward revision of its forecasts and an over 8% drop in its share price. Despite the soft US market, Alcon launched new products including Unity VCS and PanOptix Pro, aiming for accelerated growth in the second half of 2025. Almirall reported positive first-quarter 2025 figures driven by strong dermatology growth in Europe. Overall, the earnings season reflects strong performances in healthcare and shipping sectors, while some companies face challenges in market conditions.