$DAVA -For Full Fiscal Year 2025: Revenue expected to be in the range of £771.5 million to £773.5 million (representing a constant currency revenue increase of between 6.0% and 6.5% year-over-year). Adjusted diluted EPS expected to be in the range of £1.11 to £1.13. Management
$DAVA - Q3 2025 Revenue: Reached £194.8 million, an increase of 11.7% compared to £174.4 million in Q3 FY24. Gross Profit: £53.6 million (27.5% of revenue), up from £37.2 million (21.3% of revenue) in Q3 FY24. Operating Profit: £16.5 million, a significant improvement from an
Just bot $DAVA @ $15.30--think it's way oversold. 25 rev guide 3.5% lower than prior but weak $ a piece of this--reports in GBP. Sitting at 10x FY25 EPS guide on an 11% EBIT margin. Avg EBIT margin from 20-23 was 20.4%. Buying stock, ~0 debt, ripe for strategic alternatives.
DaVita Inc. reported first-quarter 2025 earnings with revenue of $3.224 billion, surpassing forecasts, and an operating income of $439 million. Adjusted earnings per share (EPS) came in at $2.00, exceeding the estimated $1.96. The company repurchased 3.7 million shares during the quarter and an additional 1.7 million shares post-quarter. DaVita raised its full-year 2025 outlook, projecting adjusted operating income between $2.01 billion and $2.16 billion, and EPS between $10.20 and $11.30. Meanwhile, Endava plc posted a strong turnaround in its third quarter of fiscal 2025, with revenue reaching £194.8 million, an 11.7% increase from £174.4 million in Q3 2024. Gross profit rose to £53.6 million, or 27.5% of revenue, up from £37.2 million (21.3% of revenue) in the prior year quarter. Operating profit improved to £16.5 million. For the full fiscal year 2025, Endava expects revenue between £771.5 million and £773.5 million, representing a 6.0% to 6.5% increase on a constant currency basis, and adjusted diluted EPS in the range of £1.11 to £1.13. The company announced a $50 million share buyback program and is trading at approximately 10 times its fiscal 2025 EPS guidance, with an 11% EBIT margin compared to an average EBIT margin of 20.4% from 2020 to 2023. Endava has minimal debt and is considered a candidate for strategic alternatives. Additionally, an unnamed company with ticker $9658.T reported fiscal 2025 revenue growth of 13.4% and profit growth excluding temporary impacts of 0.6%, with forecasts for 2026 revenue growth of 9.8% and profit growth of 3.7%. The company aims to increase its return on equity (ROE) target from 8.5% to 12% within two years.