
Several major companies reported their first-quarter 2025 earnings results, mostly surpassing analyst expectations. Synchrony Financial (SYF) posted GAAP earnings per share of $1.89, beating estimates by $0.17, with revenue of $4.46 billion slightly below the $4.56 billion forecast. The company reported net earnings of $757 million and announced a $2.5 billion incremental share repurchase authorization through June 30, 2026, along with a quarterly common stock dividend of $0.30 per share. Equifax (EFX) reported adjusted EPS of $1.53, exceeding the $1.40 estimate, and revenue of $1.44 billion, also above expectations. The company's strong performance was driven by 7% U.S. mortgage revenue growth and new product innovation reflected in an 11% Vitality Index. Equifax announced a $3 billion share repurchase program and a 28% dividend increase. EQT reported adjusted EPS of $1.18 versus an estimate of $1.02, with revenue of $2.152 billion slightly beating the $2.149 billion estimate. Amphenol (APH) delivered adjusted EPS of $0.63, surpassing the $0.52 estimate, and revenue of $4.81 billion, well above the $4.23 billion forecast. The company experienced 58% EPS growth and record margins, driven by a 132% year-over-year increase in its IT segment. Discover Financial Services (DFS) reported net income of $1.1 billion or $4.25 per diluted share, beating the $3.39 EPS estimate, with revenue of $4.25 billion exceeding the $4.22 billion consensus. Discover's net interest income was $3.56 billion, ahead of the $3.53 billion estimate, with a net interest margin of 12.2% versus the expected 11.5%. The company also reported lower provisions for credit losses at $1.2 billion compared to an estimate of $1.42 billion. Edwards Lifesciences (EW) posted adjusted EPS of $0.64, beating the $0.60 estimate, and revenue of $1.41 billion, slightly above the $1.40 billion forecast.
$DFS | Discover Financial Q1 25 Earnings: • Net Interest Income: $3.56B (est. $3.53B) • Net Interest Margin: 12.2% (est. 11.5%) • Rev (Net of IntEx): $4.25B (est. $4.22B) • Net Charge-Offs: $1.46B (est. $1.52B) • Prov for Credit Losses: $1.2B (est. $1.42B)
$EW Edwards Lifesciences Q1 Adj. EPS $0.64 Beats $0.60 Estimate Sales $1.41B Beat $1.40B Estimate
$DFS Discover Finl Q1 EPS $4.25 Beats $3.39 Estimate Sales $4.25B Beat $4.22B Estimate
