Financial PerformanceCOO's F4Q24 revenue missed consensus while EPS beat consensus and management provided FY25 financial guidance below consensus.
Forecast And GuidanceThe FY25 EPS guide is below expectations, embedding a degree of conservatism due to FX headwind and competitive pressures.
Market PerformanceDespite the EPS beat, investors may be a bit disappointed with CVI slowdown, which grew +8% organically, with US performance in contacts trailing peers.