F5, UPS, Royal Caribbean, Corning, Roper Technologies Post Q1/Q2 2025 Earnings Beats; Roper Raises FY2025 EPS Guidance

Several major companies reported first-quarter and second-quarter 2025 earnings, mostly surpassing analyst estimates. F5 Networks reported Q2 adjusted EPS of $3.42, beating the $3.10 estimate, with revenue of $731.12 million driven by strong demand for hybrid multicloud solutions and AI-powered security capabilities. United Parcel Service (UPS) posted Q1 adjusted EPS of $1.49 versus an estimate of $1.38, with sales of $21.5 billion beating the $21.05 billion estimate. UPS is undertaking a network reconfiguration including job cuts and building closures.

Revvity reported Q1 adjusted EPS of $1.01 and revenue of $664.76 million, exceeding expectations amid steady demand for medical equipment. Roper Technologies posted Q1 adjusted EPS of $4.78 and revenue of $1.88 billion, driven by acquisitions and organic growth, and raised its full-year 2025 adjusted EPS guidance to $19.80-$20.05. Cadence Design Systems reported Q1 revenue of $1.24 billion, a 23% year-over-year increase, with adjusted EPS of $1.57 beating estimates; it raised its full-year 2025 adjusted EPS and revenue guidance. Royal Caribbean Cruises reported Q1 adjusted EPS of $2.71 beating estimates, with revenue of $4.0 billion slightly below forecasts, and raised its full-year adjusted EPS guidance to $14.55-$15.55 amid strong cruise demand. Corning posted Q1 adjusted EPS of $0.54 and revenue of $3.68 billion, both above estimates, and provided Q2 guidance with EPS of $0.55-$0.59 and revenue of $3.85 billion. Other companies beating estimates include Qorvo, Rogers, PPG Industries, Flowserve, Fair Isaac, Quad/Graphics, Veralto, MSA Safety, and Littelfuse, with various earnings and revenue beats and raised outlooks. Overall, these results reflect robust demand in technology, logistics, medical equipment, and cruise sectors despite some macroeconomic challenges.