Latham Group (NASDAQ:SWIM) Azioni

Latham Group

Latham Group Inc is a designer, manufacturer, and marketer of in-ground residential swimming pools, liners, and covers in North America, Australia, and New Zealand. It derives a majority of its revenue from the United States.

Latham Group Inc

The new Senior Leadership appointments will be effective immediately and include:
<ul>
<li>Amy Montagne, previously VP/GM Global Women's, has been promoted to President, Nike, responsible for obsessing and serving consumers across all sports and driving future growth for the Nike Brand.</li>
<li>Phil McCartney, formerly VP, Footwear, has been promoted to EVP, Chief Innovation, Design &amp; Product Officer responsible for the creation of innovative and coveted product, season-after-season. This includes how Nike, Jordan and Converse innovates, designs, and creates products for athletes around the world.</li>
<li>Nicole Graham, previously Chief Marketing Officer, has been promoted to EVP, Chief Marketing Officer, leading Nike, Jordan and Converse storytelling to inspire consumers and shape the brands for distinction through the passion and emotion of sport.</li>
<li>Tom Clarke, currently strategic advisor to the CEO and member of the SLT, has assumed the new role of Chief Growth Initiatives Officer.</li>
</ul>

News

Management

Nike Appoints Amy Montagne Has Been Promoted To President, Effective Immediately

<ul>
<li>President and CEO Alan Armstrong to become Executive Chairman, effective July 1, 2025</li>
<li>Executive Vice President Chad Zamarin named President and CEO, effective July 1, 2025</li>
</ul>
Williams (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMB#NYSE">WMB</a>) today announced that effective July 1, 2025, President and CEO Alan Armstrong will become executive chairman of the Williams Board of Directors and Chad Zamarin, currently executive vice president of Corporate Strategic Development, will succeed him as president and CEO and will join the Williams board. Stephen Bergstrom, current chairman of the board, will transition to lead independent director.

Williams Names Chad Zamarin To Succeed Alan Armstrong As CEO, Effective July 1, 2025; Alan Armstrong to Become Executive Chairman

WIIM

Fabrinet shares are trading lower after the company reported a Q3 adjusted EPS miss and issued Q4 guidance with its midpoint below estimates.

Offerpad Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OPAD#NYSE">OPAD</a>) sees Q2 sales of $160.000 million-$190.000 million vs $265.83 million analyst estimate.

Guidance

OPAD

Offerpad Solutions Sees Q2 Sales $160.000M-$190.000M vs $265.83M Est

EDUC

Educational Development Corporation Announces New Fiscal Year 2025 Earnings Call Date On May 19, 2025

Offerpad Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OPAD#NYSE">OPAD</a>) reported quarterly losses of $(0.55) per share which missed the analyst consensus estimate of $(0.50) by 10 percent. This is a 15.38 percent increase over losses of $(0.65) per share from the same period last year. The company reported quarterly sales of $160.70 million which missed the analyst consensus estimate of $274.48 million by 41.45 percent. This is a 43.68 percent decrease over sales of $285.36 million the same period last year.

Earnings

Earnings Misses

Offerpad Solutions Q1 EPS $(0.55) Misses $(0.50) Estimate, Sales $160.70M Miss $274.48M Estimate

Primoris Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRIM#NYSE">PRIM</a>) affirms FY2025 GAAP EPS guidance from $3.70-$3.90 to $3.70-$3.90..

PRIM

Primoris Services Affirms FY2025 GAAP EPS Guidance of $3.70-$3.90

BofA Securities analyst Justin Post reiterated a Buy rating on the shares of Expedia Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>) on Monday and lowered the price forecast from $250.00 to $205.00.
The analyst expects Expedia to face challenges from a slowdown in U.S. travel demand ahead of its May 8 earnings report.
With peers reporting weaker year-over-year growth in booked nights and domestic air travel showing signs of pressure, Expedia's nights growth is projected to slow to 5% in the first quarter.
Bookings are estimated at $31.5 billion, slightly below consensus. The second-quarter EBITDA is forecast at $272 million, which is helped by Trivago revenue and lower first-quarter marketing costs.
U.S. travel indicators are softening, with TSA enplanements nearly flat in March and hotel revenue per available room (RevPAR) turning negative in April. 
Also Read: <a href="https://www.benzinga.com/25/05/45175845/wall-street-reacts-as-airbnb-eyes-growth-amid-us-slowdown-details">Wall Street Reacts As Airbnb Eyes Growth Amid US Slowdown</a>
Both Booking and Airbnb have forecast slower quarter-over-quarter growth in the second quarter nights.
Expedia aims to protect margins by cutting about 3% of its workforce in April, following earlier reductions. This signals continued focus on year-over-year margin improvement.
Post trimmed his 2025 estimates for Expedia, projecting just 3% growth in bookings and 4% in revenue, with B2C expected to decline slightly.
Second-quarter nights and bookings growth are now at 2% year-over-year, marking a slowdown. EBITDA forecasts for 2025 and 2026 are reduced to $3.1 billion and $3.3 billion, respectively.
According to Post, the cut in the price forecast reflects trimmed estimates and sector-wide valuation compression. Despite this, the analyst maintained a &#8220;Buy&#8221; rating, citing the stock's attractive valuation at just 7x projected 2026 free cash flow and 6x EBITDA.
He said improved execution under Expedia's new management and a rebound in U.S. travel trends could help narrow the valuation gap with Booking Holdings.
Price Action: EXPE shares traded higher by 2.24% at $165.41 at last check Monday.
Read Next: <a href="https://www.benzinga.com/25/05/45194848/footwear-giant-skechers-to-go-private-in-more-than-9b-deal-with-3g-capital-stock-surges">Footwear Giant Skechers To Go Private At 30% Premium In PE Deal</a>
Photo: Shutterstock

Price Target

Reiteration

Analyst Ratings

General

EXPE

Expedia Faces Turbulence As US Travel Trend Weakens, Says BofA Analyst

Primoris Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PRIM#NYSE">PRIM</a>) affirms FY2025 Adj EPS guidance from $4.20-$4.40 to $4.20-$4.40 vs $4.31 analyst estimate..

Primoris Services Affirms FY2025 Adj EPS Guidance of $4.20-$4.40 vs $4.31 Est

Golub Capital BDC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GBDC#NASDAQ">GBDC</a>) reported quarterly earnings of $0.39 per share which missed the analyst consensus estimate of $0.41 by 4.88 percent. This is a 23.53 percent decrease over earnings of $0.51 per share from the same period last year. The company reported quarterly sales of $213.89 million which missed the analyst consensus estimate of $224.39 million by 4.68 percent. This is a 30.24 percent increase over sales of $164.23 million the same period last year.

GBDC

Golub Capital BDC Q2 Adj. EPS $0.39 Misses $0.41 Estimate, Sales $213.89M Miss $224.39M Estimate

AnaptysBio (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANAB#NASDAQ">ANAB</a>) reported quarterly losses of $(1.28) per share which missed the analyst consensus estimate of $(1.25) by 2.4 percent. This is a 21.95 percent increase over losses of $(1.64) per share from the same period last year. The company reported quarterly sales of $27.77 million which beat the analyst consensus estimate of $15.27 million by 81.82 percent. This is a 286.84 percent increase over sales of $7.18 million the same period last year.

Earnings Beats

ANAB

AnaptysBio Q1 EPS $(1.28) Misses $(1.25) Estimate, Sales $27.77M Beat $15.27M Estimate

FreightCar America (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RAIL#NASDAQ">RAIL</a>) affirms FY2025 sales outlook from $530.00 million-$595.00 million to $530.00 million-$595.00 million vs $567.88 million estimate.

RAIL

FreightCar America Affirms FY2025 Sales Guidance of $530.00M-$595.00M vs $567.88M Est

Titan America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TTAM#NYSE">TTAM</a>) reported quarterly earnings of $0.19 per share which missed the analyst consensus estimate of $0.20 by 5 percent. This is a 5 percent decrease over earnings of $0.20 per share from the same period last year. The company reported quarterly sales of $392.44 million which missed the analyst consensus estimate of $400.33 million by 1.97 percent.

TTAM

Titan America Q1 EPS $0.19 Misses $0.20 Estimate, Sales $392.44M Miss $400.33M Estimate

FreightCar America (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RAIL#NASDAQ">RAIL</a>) reported quarterly earnings of $0.05 per share which missed the analyst consensus estimate of $0.08 by 37.5 percent. This is a 150 percent increase over losses of $(0.10) per share from the same period last year. The company reported quarterly sales of $96.29 million which missed the analyst consensus estimate of $104.33 million by 7.70 percent. This is a 40.21 percent decrease over sales of $161.06 million the same period last year.

FreightCar America Q1 Adj. EPS $0.05 Misses $0.08 Estimate, Sales $96.29M Miss $104.33M Estimate

Diversified Healthcare (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DHC#NASDAQ">DHC</a>) reported quarterly earnings of $0.06 per share which beat the analyst consensus estimate of $0.03 by 100 percent. This is a 500 percent increase over earnings of $0.01 per share from the same period last year. The company reported quarterly sales of $386.86 million which beat the analyst consensus estimate of $383.17 million by 0.97 percent. This is a 4.34 percent increase over sales of $370.78 million the same period last year.

Diversified Healthcare Q1 FFO $0.06 Beats $0.03 Estimate, Sales $386.86M Beat $383.17M Estimate

Great Elm Capital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GECC#NASDAQ">GECC</a>) reported quarterly earnings of $0.40 per share which beat the analyst consensus estimate of $0.38 by 5.26 percent. This is a 8.11 percent increase over earnings of $0.37 per share from the same period last year. The company reported quarterly sales of $12.50 million which beat the analyst consensus estimate of $12.11 million by 3.22 percent. This is a 40.31 percent increase over sales of $8.91 million the same period last year.

GECC

Great Elm Capital Q1 EPS $0.40 Beats $0.38 Estimate, Sales $12.50M Beat $12.11M Estimate

RBC Capital Markets analyst Biraj Borkhataria reiterated the Outperform rating on Shell PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>) following <a href="https://www.benzinga.com/quote/SHEL/analyst-ratings" target="_blank" rel="noreferrer noopener">Friday&#8217;s first-quarter results</a>.
The company reported revenue of $69.234 billion, which missed the consensus of $79.13 billion. Adjusted earnings per ADS of $1.84 exceeded <a href="https://www.benzinga.com/25/05/45168189/shells-q1-profit-surges-52-announces-35-billion-buyback-more" target="_blank" rel="noreferrer noopener">the consensus of $1.65</a>.
The company expects 2025 cash capital&nbsp;expenditures&nbsp;to be&nbsp;&nbsp;<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">$20 billion—$22 billion</a>.
For the&nbsp;second quarter, it expects&nbsp;production at Integrated Gas of approximately&nbsp;890 – 950 thousand boe/d and Upstream of about 1,560 – 1,760 thousand boe/d.
Shell management commentary offers a sense of stability regarding the execution of strategic objectives and shareholder distributions, the analyst says.
A robust balance sheet provides confidence that the company will likely maintain its share repurchase program, Borkhataria says.
This consistent buyback activity should contribute to accelerated earnings per share growth over the long term, adds the analyst.
Going forward, the analyst expects Shell&#8217;s planned divestments in its upstream operations in Nigeria to lead to further cost reductions. 
Additionally, the anticipated sale of the Chemicals division should eliminate a currently unprofitable asset from its financial statements, adds the analyst.
Borkhataria writes that Shell&#8217;s marketing business&#8217;s improving underlying performance is a positive sign, particularly given its weaker profitability in recent years.
The analyst lowered the 2026 estimates to reflect prevailing broader industry trends while remaining somewhat cautious regarding the Chemicals segment.
Overall, Borkhataria raised EPS estimates to $3.28 (from $3.04) for 2025 and $3.74 (from $3.72) for 2026.
Investors can gain exposure to Shell via&nbsp;Precidian ETFs Trust Shell plc ADRhedged&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEH#NYSE">SHEH</a>) and&nbsp;Abacus FCF Real Assets Leaders ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/ABLD#BATS">ABLD</a>).
Price Action: SHEL shares are down 1.77% at $65.46 at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/asset-sales/25/05/45169718/equinor-offloads-major-stake-in-brazilian-oil-field-in-3-35-billion-exit" target="_blank" rel="noreferrer noopener">Equinor Offloads Major Stake in Brazilian Oil Field In $3.35 Billion Exit</a></li>
</ul>
Image: Shutterstock

Large Cap

ABLD

AstraZeneca PLC ADRhedged Shell plc ADRhedged

SHEH

SHEL

Shell Chemical Division Sale To Improve Bottom Line: Analyst

<a href="https://www.bloomberg.com/news/articles/2025-05-05/gamestop-sells-its-canadian-chain-of-stores-to-toy-entrepreneur?taid=68191dae7e031100014c868b&amp;utm_campaign=trueanthem&amp;utm_medium=social&amp;utm_source=twitter" title="https://www.bloomberg.com/news/articles/2025-05-05/gamestop-sells-its-canadian-chain-of-stores-to-toy-entrepreneur?taid=68191dae7e031100014c868b&amp;utm_campaign=trueanthem&amp;utm_medium=social&amp;utm_source=twitter">https://www.bloomberg.com/news/articles/2025-05-05/gamestop-sells-its-canadian-chain-of-stores-to-toy-entrepreneur?taid=68191dae7e031100014c868b&amp;utm_campaign=trueanthem&amp;utm_medium=social&amp;utm_source=twitter</a>

Asset Sales

'GameStop Sells Its Canadian Chain of Stores to Toy Entrepreneur, Stephan Tetrault' - Bloomberg News

TALO

Talos Energy Q1 Adj. EPS $(0.06) Beats $(0.09) Estimate, Sales $513.06M Beat $498.89M Estimate

Ingevity (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NGVT#NYSE">NGVT</a>) widens FY2025 sales outlook from $1.30 billion-$1.40 billion to $1.25 billion-$1.40 billion vs $1.36 billion estimate.

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Latham Group

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