核心业绩表现 - 2025年第四季度每股收益为0.93美元，超出市场一致预期0.91美元，同比增长8.1% [1] - 本季度盈利超出预期2.53%，而上一季度盈利超出预期幅度达16.67% [1] - 过去四个季度中，公司有三次盈利超出市场预期 [2] - 季度营收为16.1亿美元，低于市场一致预期2.16%，但较去年同期的11.8亿美元大幅增长36.4% [2] - 过去四个季度中，公司有三次营收超出市场预期 [2] 股价与市场表现 - 年初至今股价下跌约0.7%，同期标普500指数上涨1% [3] - 股价短期走势的可持续性将很大程度上取决于管理层在业绩电话会上的评论 [3] 未来业绩展望与预期 - 当前市场对下一季度的共识预期为每股收益1.42美元，营收18.6亿美元 [7] - 当前市场对本财年的共识预期为每股收益4.66美元，营收70.5亿美元 [7] - 在本次业绩发布前，市场对公司的盈利预期修正趋势好坏参半 [6] - 基于当前预期修正状况，公司股票获得Zacks评级第3级（持有），预计近期表现将与市场同步 [6] 行业背景与同业比较 - 公司所属的保险经纪行业，在Zacks行业排名中处于后19%的位置（共250多个行业） [8] - 研究显示，排名前50%的行业表现优于后50%的行业，幅度超过2比1 [8] - 同业公司Arthur J. Gallagher预计将于1月29日发布2025年第四季度业绩 [9] - Arthur J. Gallagher预计季度每股收益为2.38美元，同比增长11.7%，但过去30天内该预期被下调了0.7% [9] - Arthur J. Gallagher预计季度营收为35.8亿美元，同比增长33.6% [10]

核心业绩表现 - 季度每股收益为0.77美元，远超市场预期的0.29美元，较去年同期的0.13美元大幅增长[1] - 季度营收为1.2008亿美元，超出市场预期7.98%，较去年同期的1.0356亿美元增长[2] - 本季度业绩超出每股收益预期达168.57%，上一季度亦超出预期58.33%[1] - 过去四个季度中，公司三次超出每股收益预期，两次超出营收预期[2] 股价与市场表现 - 年初至今公司股价上涨约10.8%，同期标普500指数仅上涨1%[3] - 股价的短期走势可持续性将取决于管理层在业绩电话会上的评论[3] 未来业绩展望与市场预期 - 当前市场对下一季度的共识预期为营收1.09亿美元，每股收益0.18美元[7] - 当前市场对本财年的共识预期为营收4.7266亿美元，每股收益1.76美元[7] - 在本次业绩发布前，公司盈利预期的修正趋势不利，导致其Zacks评级为4级（卖出）[6] - 短期盈利预期修正趋势与股价走势有强相关性[5] 行业背景与同业比较 - 公司所属行业为Zacks金融-综合服务行业，该行业目前在250多个Zacks行业中排名前37%[8] - 研究显示，排名前50%的行业表现优于后50%的行业，幅度超过2比1[8] - 同业公司布鲁克菲尔德资产管理预计将于2月4日发布季度业绩，预期每股收益0.42美元，同比增长5%[9] - 布鲁克菲尔德资产管理最近30天内季度每股收益预期被下调0.6%，预期季度营收为13.9亿美元，同比增长12.6%[9][10]

2025年第四季度业绩表现 - 季度每股收益为1.36美元 低于市场普遍预期的1.37美元 构成-0.37%的业绩意外[1] - 季度营收为1.9359亿美元 超出市场普遍预期4.90% 并高于去年同期的1.67亿美元[2] - 过去四个季度中 公司有两次超过每股收益预期 四次超过营收预期[2] 近期财务趋势与市场表现 - 本季度业绩公布前 上一季度每股收益为1.2美元 低于预期的1.3美元 构成-7.69%的业绩意外[1] - 年初至今公司股价上涨约3% 表现优于同期标普500指数1%的涨幅[3] - 公司当前Zacks评级为3级（持有） 预计近期表现将与市场同步[6] 未来业绩预期与行业对比 - 市场对下一季度的普遍预期为每股收益1.28美元 营收1.8135亿美元 对本财年的普遍预期为每股收益5.54美元 营收7.526亿美元[7] - 公司所属的Zacks银行-中西部行业 在250多个行业中排名处于后38%区间[8] - 同行业公司First Busey预计将于1月27日公布季度业绩 预期每股收益0.61美元 同比增长15.1% 预期营收1.9605亿美元 同比增长67.9%[9][10]

In the latest trading session, Equinix (EQIX) closed at $806.35, marking a +1.91% move from the previous day. The stock's change was more than the S&P 500's daily gain of 0.5%. On the other hand, the Dow registered a gain of 0.64%, and the technology-centric Nasdaq increased by 0.43%. The stock of data center operator has risen by 3.66% in the past month, leading the Finance sector's loss of 0.96% and the S&P 500's gain of 0.18%.The upcoming earnings release of Equinix will be of great interest to investors ...

In the latest trading session, Enviri (NVRI) closed at $18.63, marking a -1.06% move from the previous day. This move lagged the S&P 500's daily gain of 0.5%. On the other hand, the Dow registered a gain of 0.64%, and the technology-centric Nasdaq increased by 0.43%. Heading into today, shares of the industrial services company had gained 5.02% over the past month, outpacing the Business Services sector's loss of 3.21% and the S&P 500's gain of 0.18%.Market participants will be closely following the financi ...

Crescent Energy (CRGY) closed at $8.84 in the latest trading session, marking a +1.49% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.5% for the day. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw an increase of 0.43%. The oil and gas company's shares have seen an increase of 5.58% over the last month, not keeping up with the Oils-Energy sector's gain of 7.06% and outstripping the S&P 500's gain of 0.18%.The investment community ...

Onto Innovation (ONTO) ended the recent trading session at $206.74, demonstrating a -2.43% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.5%. Elsewhere, the Dow saw an upswing of 0.64%, while the tech-heavy Nasdaq appreciated by 0.43%. Shares of the maker of semiconductor manufacturing equipment have appreciated by 31.97% over the course of the past month, outperforming the Computer and Technology sector's loss of 0.15%, and the S&P 500's gain o ...

HudBay Minerals (HBM) ended the recent trading session at $25.43, demonstrating a +1.84% change from the preceding day's closing price. The stock outperformed the S&P 500, which registered a daily gain of 0.5%. On the other hand, the Dow registered a gain of 0.64%, and the technology-centric Nasdaq increased by 0.43%. The mining company's shares have seen an increase of 23.49% over the last month, surpassing the Basic Materials sector's gain of 10.45% and the S&P 500's gain of 0.18%.Investors will be eagerl ...

Ralph Lauren (RL) ended the recent trading session at $360.32, demonstrating a -1.92% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.5%. Elsewhere, the Dow gained 0.64%, while the tech-heavy Nasdaq added 0.43%. Shares of the upscale clothing company have appreciated by 2.59% over the course of the past month, outperforming the Consumer Discretionary sector's loss of 2.73%, and the S&P 500's gain of 0.18%.The investment community will be closely ...

In the latest trading session, Sunrun (RUN) closed at $20.01, marking a +2.62% move from the previous day. This move outpaced the S&P 500's daily gain of 0.5%. Elsewhere, the Dow gained 0.64%, while the tech-heavy Nasdaq added 0.43%. The solar energy products distributor's shares have seen a decrease of 4.74% over the last month, not keeping up with the Oils-Energy sector's gain of 7.06% and the S&P 500's gain of 0.18%.Analysts and investors alike will be keeping a close eye on the performance of Sunrun in ...