Enerpac (EPAC) came out with quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.70%. A quarter ago, it was expected that this industrial products company would post earnings of $0.51 per share when it actually produced earnings of $0.52, delivering a surprise of +1.96%.Over the last four quarters, t ...

核心财务表现 - 季度每股收益为0.38美元，低于市场预期的0.48美元，但高于去年同期的0.19美元，构成-20.83%的盈利意外 [1] - 季度营收为8.719亿美元，超出市场预期11.35%，高于去年同期的7.39亿美元 [2] - 过去四个季度中，公司有两次超过每股收益预期，三次超过营收预期 [2] 近期业绩与市场表现 - 上一季度每股收益为0.77美元，超出当时预期0.72美元，盈利意外为+6.94% [1] - 年初至今公司股价上涨约11.4%，同期标普500指数上涨15.6%，表现弱于大盘 [3] 未来展望与预期 - 当前市场对下一季度的共识预期为营收8.03亿美元，每股收益0.68美元 [7] - 当前市场对本财年的共识预期为营收33.9亿美元，每股收益2.72美元 [7] - 业绩发布前，盈利预期修正趋势好坏参半，公司股票当前获Zacks评级为3（持有），预计近期表现与市场同步 [6] 行业状况与同业比较 - 公司所属的Zacks钢铁-特种行业，在250多个行业中排名前15% [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Insteel Industries预计将于1月15日发布财报，市场预期其季度每股收益为0.33美元，同比增长230%，预期营收为1.6264亿美元，同比增长25.4% [9][10]

MillerKnoll (MLKN) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.38%. A quarter ago, it was expected that this furniture maker would post earnings of $0.35 per share when it actually produced earnings of $0.45, delivering a surprise of +28.57%.Over the last four quarters, the com ...

Micron (MU) came out with quarterly earnings of $4.78 per share, beating the Zacks Consensus Estimate of $3.91 per share. This compares to earnings of $1.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +22.25%. A quarter ago, it was expected that this chipmaker would post earnings of $2.86 per share when it actually produced earnings of $3.03, delivering a surprise of +5.94%.Over the last four quarters, the company has surp ...

Key Takeaways IONQ reported two-qubit gate fidelities above 99.99% in October 2025, strengthening its early commercial case.RGTI plans a 150 qubit system by end-2026 after delivering a 100 qubit system in 2025.QUBT faces wide losses, minimal revenues and reliance on capital markets heading into 2026.Quantum computing has moved from speculative R&D toward commercial pathways in 2025, and industry forecasts now show material upside over the next decade. Many market research firms are seeing the quantum comput ...

Key Takeaways AMZN leverages AWS to offer critical cloud infrastructure for AI applications, driving stock performance. VRT's essential power and cooling systems position it as a beneficiary of rising AI infrastructure demand. MRVL's networking and custom chip solutions for AI data centers, strengthen its role in the AI ecosystem. As 2026 approaches, it’s prudent for investors to choose stocks that are charged up for big gains. In that context, investors should choose stocks by applying Richard Driehaus’ “b ...

Key Takeaways PG uses deep consumer insights and science-led innovation to drive performance and value.Integrated innovation across brands supports organic growth, pricing strength and category expansion.PG's Q1 FY26 operating margin rose 40 bps, aided by 230 bps of gross productivity savings.The Procter & Gamble Company (PG) has been making steady, consumer-centric innovations by leveraging deep consumer insights to develop products that more effectively meet their everyday needs. This insight-driven appro ...

Key Takeaways HBRIY agreed to buy most Waldorf subsidiaries for $170M, with deal completion expected in Q2 2026.HBRIY will raise Catcher field stake to 90% and add a 29.5% non-operating interest in the Kraken oil field.HBRIY expects 20,000 boe/day output growth, 35M barrels of 2P reserves, and added tax benefits.On Dec.12, 2025, Harbour Energy (HBRIY) struck a $170 million deal to strengthen its UK North Sea portfolio by acquiring all subsidiaries of Waldorf Energy Partners Ltd. and Waldorf Production Ltd. ...

Key Takeaways SDRL won multiple drillship contracts across the Gulf of America and Angola, expanding its contract backlog.SDRL said the West Neptune contract with LLOG Exploration adds about $48 million to its contract backlog.Seadrill extended Sonangol Quenguela's Angola operations, keeping the rig active until Feb 2027. Seadrill Limited (SDRL) , a U.S.-based offshore drilling contractor, has secured multiple contracts for the drillships in its rig fleet. These contracts contribute to Seadrill’s backlog, e ...

The volatile biotech industry has put up a strong performance in 2025 despite the uncertain macroeconomic environment. While the tariff saga hit the pharma/biotech industry earlier in the year, the sector held up well, driven by solid momentum from new drug approvals and encouraging pipeline progress. Given the continuous need for innovative medical treatments (regardless of the state of the economy), the dynamic biotech industry will continue to capture investors’ interest going forward.2025 saw a surge in ...