An immunology powerhouse lifted full-year earnings guidance on strong drug sales, a consumer giant trimmed its 2025 forecast due to tariff troubles, and a next-gen battery innovator is rallying on its bold $30 million buyback program. Read on to find out more.
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Futures 📈
What to Watch
Earnings:
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Economic Reports:
Consumer Sentiment (Final) [April]: 10:00 AM
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Pharmaceuticals
Immunology and Neuroscience Drive AbbVie’s Q1 Beat Despite Aesthetics Decline
AbbVie (NYSE: ABBV) posted strong first-quarter results for fiscal 2025, with performance surpassing expectations, prompting a boost in its full-year earnings guidance.
The company reported total net revenues of $13.34 billion, up 8.4% year-over-year on a reported basis and 9.8% operationally.
Adjusted earnings per share are at $2.46, topping forecasts, while GAAP EPS is down 6.5% to $0.72, reflecting one-time R&D charges.
The quarter was propelled by standout performance in AbbVie's immunology portfolio, which generated $6.26 billion in global revenue, a jump of over 16%.
Skyrizi and Rinvoq led the charge, delivering year-over-year growth of more than 70% and 57%, respectively.
Neuroscience revenues climbed 16.1% to $2.28 billion, driven by higher Botox Therapeutic and Vraylar sales.
However, the aesthetics segment struggled, with revenue declining nearly 12% to $1.1 billion, as Juvederm and Botox Cosmetic experienced double-digit declines.
Oncology sales also saw modest growth, while Humira revenue continued its expected decline due to biosimilar competition.
CEO Robert A. Michael highlighted the company’s momentum heading into the remainder of the year, underpinned by strong pipeline developments and strategic collaborations, including a new obesity drug deal with Gubra and the FDA approval of Emblaveo for intra-abdominal infections.
AbbVie now expects full-year 2025 adjusted EPS to range from $12.09 to $12.29, slightly higher than its previous forecast.
This guidance includes a $0.13 per share impact from early-year R&D expenses but excludes future acquisition costs and potential trade policy changes.
Shares of AbbVie are up 2.67% in premarket trading.
Consumer Goods
Colgate-Palmolive Trims Sales Forecast for 2025 Amid Tariff Headwinds
Colgate-Palmolive (NYSE: CL) reduced its full-year guidance for organic sales growth, citing rising concerns over ongoing U.S. tariffs and their potential impact on global economic conditions.
The company now expects organic sales to rise between 2% and 4% in 2025, compared to its previous projection of 3% to 5%.
Despite the revised outlook, the consumer goods maker beat Wall Street expectations in the first quarter.
Adjusted earnings per share are at $0.91, above the consensus forecast of $0.86.
However, total net sales are down 3% year-over-year to $4.91 billion, while organic sales are up by 1.4%.
CEO Noel Wallace acknowledged how market uncertainty, driven largely by President Donald Trump’s recent wave of tariffs, continues to challenge the company’s long-term planning and pricing strategies.
Wallace reaffirmed confidence in Colgate’s business model, emphasizing its agility and focus on execution amid global disruption.
The updated forecast also includes a revised gross profit margin outlook. Colgate now expects margins to remain roughly flat as a percentage of net sales, scaling back its previous guidance of flat to slightly higher margins.
The company trimmed its expected earnings-per-share growth from a “low to mid-single digit” range to “low-single digits.”
Colgate joins a growing list of major U.S. firms—including Procter & Gamble (NYSE: PG), PepsiCo (NASDAQ: PEP), and American Airlines (NASDAQ: AAL)—that have cut or withdrawn financial projections due to tariff uncertainty and its downstream impact on consumer behavior and global supply chains.
Shares of Colgate-Palmolive are up 0.76% in premarket trading.
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Insurance
Aon Tops Revenue Forecasts, But EPS Misses Despite Strong Adjusted Results
Aon PLC (NYSE: AON) reported robust first-quarter performance, with revenue rising 16% year-over-year to $4.7 billion.
While this is above analyst projections of $4.62 billion, the company's diluted earnings per share (EPS) are at $4.43, missing the $4.85 consensus.
Aon’s shares are slipping by 2.75% in premarket trade.
However, adjusted EPS is above expectations at $5.67, slightly ahead of the $5.66 reported a year earlier.
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CEO Greg Case highlighted that the company is gaining momentum as it moves into the second year of its “3x3 Plan,” with mid-single-digit organic revenue growth and continued operating discipline driving performance.
Organic revenue has risen 5%, supported by contributions from the NFP acquisition and steady demand across its insurance, reinsurance, and HR advisory services.
Despite the revenue strength, operating income has dipped marginally to $1.461 billion from $1.465 billion, while operating margin narrowed to 30.9% from 36.0%.
Adjusted operating income has grown by 12% to $1.816 billion, though adjusted margins also edged lower to 38.4%.
The effective tax rate improved to 21.4%, down from 23.2% in Q1 2024.
On the cash flow front, operating cash has dropped 55% to $140 million, and free cash flow fell 68% to $84 million.
Nevertheless, Aon has returned $397 million to shareholders via dividends and buybacks and announced a 10% hike in its quarterly dividend—its fifteenth consecutive annual increase.
Aon also reaffirmed its full-year guidance, projecting continued mid-single-digit or better organic revenue growth and strong adjusted EPS expansion, despite ongoing challenges from foreign exchange fluctuations and cost pressures.
Movers and Shakers
SES AI Corporation [SES] - Last Close: $0.87
SES AI Corporation is a next-gen AI-based battery technology company.
Its stock is surging over 27% in premarket trading after SES AI announced a $30 million stock repurchase plan—an aggressive move given its recent 66% YTD decline.
My Take: SES AI’s buyback is a bold bet in the face of NYSE delisting pressure—but with zero debt and ample cash, they’ve got runway. Still, profitability and commercial traction remain key hurdles to watch.
Azitra Inc [AZTR] - Last Close: $0.31
Azitra Inc. is a clinical-stage biopharma company.
Its stock is rising 25% in premarket trading after Azitra announced a share purchase agreement with Alumni Capital for up to $20 million in funding.
My Take: Azitra's deal with Alumni Capital gives it breathing room to pursue rare disease therapies without crushing shareholder dilution. But with limited revenue and high R&D burn, it might be best to keep this stock on your wait and watch list for now.
Ironwood Pharmaceuticals, Inc. [IRWD] - Last Close: $0.88
Ironwood Pharmaceuticals is a biotech firm focused on gastrointestinal and rare diseases.
Despite a sharp 46% drop in Q1 net sales year-over-year due to rebate accounting and pricing pressures, the company reaffirmed its full-year sales outlook and raised adjusted EBITDA guidance from $85M to over $105M, which is causing its shares to rise in premarket trade.
My Take: Ironwood’s fundamentals remain intact despite the Q1 results. Investors are reassured by the EBITDA raise and stable demand in its flagship LINZESS product, signaling a rebound in sentiment. Keep this on your radar.
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Everything Else
Alphabet's Q1 earnings show strong growth with a 12% revenue increase and a $34.5 billion profit.
T-Mobile's Q1 growth lags behind predictions as competition and market conditions create challenges.
Gilead’s stock takes a hit as Biktarvy’s sales fall short of Wall Street expectations.
Intel faces challenges as Q2 outlook weakens and layoffs are announced, overshadowing Q1 success.
Nissan is betting big on a painful reset to win back its lost edge.
Yandex rides an e-commerce boom to post strong quarterly gains.
Digital Realty boosts forecasts after beating profit expectations despite a revenue miss.
Mining giant Agnico Eagle delivers a strong quarter and sticks to its gold target.
Republic Services edges past its earnings target but falls short on revenue.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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