Global Shipping, Animal Health Firms Report Q1 Revenue Gains Amid Tariff Challenges

Several companies across diverse sectors reported their Q1 CY2025 earnings with mixed results and outlooks. ZIM Integrated Shipping Services beat earnings and revenue estimates but has seen its stock underperform this year, with future prospects hinging on management commentary. Zoetis reported modest revenue growth and raised its full-year revenue and adjusted EPS guidance, buoyed by strong demand and international expansion despite some product ramp-up delays. Omnicell exceeded Q1 revenue and profit estimates but lowered its full-year EPS guidance due to expected tariff impacts, emphasizing supply chain adjustments to mitigate these challenges. JELD-WEN experienced significant revenue decline and operating losses, withdrawing full-year guidance amid volume pressures, operational inefficiencies, and tariff uncertainties, while focusing on transformation efforts. Zimmer Biomet topped revenue and profit expectations but lowered adjusted EPS guidance due to tariff and acquisition-related costs, highlighting strong product momentum and ongoing mitigation strategies.