Top Movers After Earnings: LMT, 3M, GE, RTX & ISRG Solid Performance Facing Tariffs

Tiger_Earnings
04-23

Let’s check out the top movers after earnings!

1. $Lockheed Martin(LMT)$ Rose 0.82%: Strong performance facing tariff concerns

  • EPS: $7.28 vs. $6.34 (Beat by 14.6%)

  • Revenue: $18 billion vs. $17.78 billion (Beat by 1.14%)

  • Full-year earnings guidance: The company forecasts mid-single-digit sales growth and segment margins of 11%.

The company's order backlog reached $173 billion, representing more than two years of sales. This large backlog provides visibility into future revenue and supports the company's growth prospects. It remains committed to realizing its vision of digital and interoperable systems and is aligning its mission roadmaps to best support its customers' rapidly evolving security needs, both domestic and global.

Analyst RecommendationsAnalyst Recommendations

2. $3M(MMM)$ Jumped 8.33%: Strong EPS Growth, Revenue Beat, and Continued Innovation

  • EPS: $1.88, up 10% YoY and beating the expected $1.77 (Beat by 6.21%)

  • Revenue: $6.0 billion, down 1.0% YoY but beating the market estimate of $5.78 billion (Beat by 3.8%)

  • Full-year earnings guidance: Adjusted EPS in the range of $7.60 to $7.90, and additional tariff sensitivity of $(0.20) to $(0.40) per share.

3M achieved a 220 basis point expansion in operating margins, reaching 23.5%, driven by growth, lower restructuring costs, productivity initiatives, and TSA cost reimbursement, partially offset by growth investments.

The company also launched 62 new products, a 60% increase from the previous year, as part of its plan to introduce 215 new products in 2025 and 1,000 over the next three years. Additionally, 3M returned $1.7 billion to shareholders through dividends and share repurchases.

Analyst RecommendationsAnalyst Recommendations

3. $GE Aerospace(GE)$ Surged 6.07%: Strong Growth, Strategic Investments, and Expanding Backlog

  • EPS: $1.49 vs. expected $1.27 (Beat by 15%)

  • Revenue: $9.9 billion vs. expected $9.05 billion (Beat by 9.4%)

  • Full-year guidance: GE Aerospace projects an adjusted EPS range of $5.10 to $5.45, in line with the consensus estimate of $5.10.

GE Aerospace had a strong Q1 2025, with growth driven by key segments. Commercial Engines & Services (CES) saw a 14.5% revenue increase to $6.98 billion, with profit surging 35.3% to $1.92 billion, aided by higher spare parts volume and improved pricing. The Defense & Propulsion Technologies (DPT) segment grew 1% to $2.32 billion, with a 15.6% profit increase, driven by defense unit growth and strong engine advancements.

Analyst RecommendationsAnalyst Recommendations

4. $RTX Corp(RTX)$ Plunge 9.81%: Strong performance facing tariff concerns

  • EPS: $1.47, up 10% YoY, beating the expected $1.35. (Beat by 4.02%)

  • Revenue: $20.3 billion, up 5.0% YoY, beating the market estimate of $19.8 billion (Beat by 2.53%)

  • Full-year guidance: Adjusted Sales at $83.0 billion–$84.0 billion, including 4 to 6 percent organic growth with adjusted EPS at $6.00–$6.15.

RTX Corp had a strong start to 2025, reporting 8% organic sales growth and 10% adjusted EPS growth, driven by segment margin expansion. Commercial Engines & Services (CES) saw a 14.5% revenue increase to $6.98 billion, with a 35.3% profit surge, while the Defense & Propulsion Technologies (DPT) segment grew by 1% to $2.32 billion, with a 15.6% profit rise. RTX also announced a nearly $1 billion investment in U.S. manufacturing, aiming to hire 5,000 workers.

However, concerns about tariffs and the dynamic macroeconomic environment may limit short-term gains.

Analyst RecommendationsAnalyst Recommendations

5. $Intuitive Surgical(ISRG)$ Up 2.22%: Strong Revenue Growth and Continued Innovation

  • EPS: $1.81, beating the expected $1.74 (Beat by 8.89%)

  • Revenue: $2.25 billion, up 19% YoY, beating the market estimate of $2.19 billion (Beat by 2.74%)

  • Full-year guidance: Worldwide da Vinci procedures are expected to grow approximately 15% to 17%. But the non-GAAP gross profit margin is projected to be within a range of 65% to 66.5% of revenue. This is a decrease from 69.1% in 2024, and includes an estimated impact from tariffs of 1.7% of revenue.

Intuitive Surgical had a strong start to 2025, reporting 19% revenue growth YoY, driven by a 17% increase in da Vinci procedures. The company placed 367 da Vinci surgical systems in Q1 2025, a 17% increase from the previous year, bringing the total installed base to 10,189 systems. International expansion was also strong, with overseas procedures growing by 24%. The da Vinci V and Ion platforms continued to gain traction, driving further increases in procedure volumes.

Analyst RecommendationsAnalyst Recommendations

Movers and Shakers: Who's Rising, Who's Diving?
During the busy earnings season, it's easy to be drawn to some big names. However, some lesser-known small companies can also become impossible to ignore during this period. Last week, there was ROOT, which surged 68% in a day, Reddit jumping 40%, and SMCI plummeting 40%. Which stocks with significant gains or drops have you noticed? Join the discussion!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment
4