Multiple US Firms Report Mixed Q1 Earnings Amid Market Shifts

Several prominent companies reported their first quarter 2025 earnings with mixed market reactions despite many exceeding Wall Street expectations. Allegion saw positive market response, driven by strong execution in nonresidential demand, margin expansion, and strategic supply chain adjustments that reduced China exposure, while maintaining its full-year EPS guidance. In contrast, West Pharmaceutical Services faced a negative market reaction despite beating revenue and profit expectations, as destocking and supply constraints weighed on sales and margins, though the company raised its full-year revenue and EPS guidance. Molina Healthcare also experienced a negative market reaction despite beating revenue and EPS estimates, citing one-time pressures in its Marketplace segment and cautious guidance due to elevated costs in behavioral health and drugs. Trane Technologies posted strong results exceeding expectations with broad-based demand and margin improvement, reaffirming its full-year EPS guidance and highlighting resilience in supply chain management. Amazon met revenue expectations with earnings surpassing estimates, driven by efficiency in its fulfillment network and growing advertising services, while emphasizing investments to meet AI demand and managing tariff-related costs.