公司业绩 - 季度每股收益094美元 低于扎克斯共识预期的099美元 同比去年101美元下降[1] - 营收32亿美元 超出共识预期08% 同比去年319亿美元微增[2] - 过去四个季度中 两次超过每股收益预期 三次超过营收预期[2] 市场表现 - 本年度股价累计下跌15% 同期标普500指数上涨82%[3] - 当前扎克斯评级为3级(持有) 预计短期表现与市场同步[6] 行业比较 - 所属消费品-可选行业在扎克斯行业排名中位列前29%[8] - 同行业公司Spectrum Brands预计季度每股收益125美元 同比增长136% 营收预计73859百万美元 同比下降52%[9][10] 未来展望 - 下季度共识预期每股收益089美元 营收326亿美元 本财年预期每股收益375美元 营收1277亿美元[7] - 收益预期修订趋势对股价影响显著 近期修订方向呈现混合状态[5][6]

MPLX LP 2025年第二季度业绩预告 - 公司将于8月5日公布2025年第二季度财报 市场预期每股收益1.07美元 同比下降7% 预期营收32亿美元 同比上升6.2% [1][2][8] - 过去四个季度中三次超出市场预期 平均超出幅度达4.8% 上一季度调整后每股收益1.10美元 超出共识预期1.06美元 [1] - 天然气和NGL服务板块调整后EBITDA预期为6.1654亿美元 较去年同期的5.24亿美元显著增长 [4][8] 业务模式与现金流分析 - 公司拥有稳定的原油和成品油管道网络 以及天然气收集系统 长期运输合同降低了商品价格波动的影响 [3] - 第二季度可能因管道吞吐量提升及收集处理量增加 维持稳定现金流 [1][3] 其他能源公司业绩展望 - 加拿大自然资源(CNQ)预计8月7日公布财报 每股收益预期0.44美元 同比下滑31.3% 当前Zacks评级为3 [6][7] - Viper能源(VNOM)预计8月4日公布财报 每股收益预期0.34美元 同比下滑44.3% 当前Zacks评级为2 [9] - 雪佛龙(CVX)预计8月1日公布财报 每股收益预期1.66美元 同比下滑34.9% 当前Zacks评级为3 [10]

股价表现 - 公司股价近期表现强劲 过去一个月上涨5.4% 并在前一交易日创下52周新高68.59美元 [1] - 年初至今累计上涨35.7% 远超Zacks必需消费品板块3.6%的涨幅和Zacks食品杂项行业-4.1%的回报率 [1] 业绩驱动因素 - 连续四个季度盈利超预期 最近一期财报(2025年7月30日)每股收益0.52美元 超出市场预期0.45美元 营收超预期1.47% [2] - 本财年预计每股收益1.65美元(同比增长12.24%) 营收4.02亿美元(同比增长6.01%) 下一财年预计每股收益1.92美元(同比增长16.36%) 营收4.31亿美元(同比增长7.03%) [3] 估值分析 - 当前市盈率40.6倍 显著高于同业平均16.4倍 现金流倍数20.8倍 也高于同业平均9.3倍 [7] - 价值评分B级 成长评分A级 动量评分D级 综合VGM评分A级 [6] 投资评级 - 获得Zacks2(买入)评级 主要得益于分析师上调盈利预期 [8] - 符合Zacks推荐的选股标准(评级1-2级且风格评分A-B级) 显示短期仍有上涨空间 [9]

公司业绩表现 - Arrow Electronics最新季度每股收益为243美元 超出Zacks共识预期203美元 但低于去年同期278美元 [1] - 季度收益超出预期1970% 上一季度收益超出预期2245% [1] - 最近四个季度公司均超出EPS预期 [2] - 季度营收达758亿美元 超出共识预期616% 高于去年同期689亿美元 [2] 股价表现与市场比较 - 年初至今股价上涨147% 跑赢标普500指数82%的涨幅 [3] - 当前Zacks评级为3级(持有) 预计短期内表现与市场持平 [6] 未来业绩预期 - 下季度共识EPS预期为256美元 营收预期719亿美元 [7] - 当前财年EPS预期为1014美元 营收预期2896亿美元 [7] - 业绩电话会议中管理层评论将影响股价短期走势 [3] 行业状况 - 所属电子零件分销行业在Zacks 250多个行业中排名后13% [8] - Zacks研究显示排名前50%行业表现是后50%的两倍以上 [8] 同业公司Pixelworks - 预计6月季度每股亏损108美元 同比改善308% [9] - 营收预期850万美元 同比下降04% [10] - 芯片制造商 服务于高端数字视频设备领域 [9]

股价表现 - 公司股票在过去一个月上涨11.5% 达到52周新高114.49美元 [1] - 年初至今累计涨幅36.3% 远超工业产品板块8.7%和电子制造业13.8%的行业回报 [1] 业绩驱动因素 - 连续四个季度盈利超预期 最近季度EPS 1.78美元超出共识预期1.58美元 但营收低于共识3.64% [2] - 本财年预计EPS 6.01美元(同比+15.58%) 营收16.8亿美元(+6.19%) 下财年EPS 6.53美元(+8.65%) 营收17.4亿美元(+4.05%) [3] 估值指标 - 当前市盈率18.6倍 低于同业平均24.3倍 现金流倍数10.2倍显著低于同业20.8倍 [6] - 价值评分B级 成长评分A级 动量评分D级 综合VGM评分A级 [6] 投资评级 - 获Zacks最高评级1级(强力买入) 因盈利预期持续上调 [7] - 同时满足推荐标准(Zacks 1-2级且风格评分A-B级) [7]

CRA International (CRAI) came out with quarterly earnings of $1.88 per share, beating the Zacks Consensus Estimate of $1.83 per share. This compares to earnings of $1.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.73%. A quarter ago, it was expected that this consulting firm would post earnings of $1.93 per share when it actually produced earnings of $2.22, delivering a surprise of +15.03%.Over the last four quarters, t ...

Have you evaluated the performance of Cadence Design Systems' (CDNS) international operations during the quarter that concluded in June 2025? Considering the extensive worldwide presence of this maker of hardware and software products for validating chip designs, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international m ...

Wall Street analysts expect Williams Companies, Inc. (The) (WMB) to post quarterly earnings of $0.49 per share in its upcoming report, which indicates a year-over-year increase of 14%. Revenues are expected to be $3.06 billion, up 30.9% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 2.9% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cours ...

What's Next for MasterCard? While MasterCard has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. MasterCard (MA) came out with quarterly earnings of ...

The consensus estimate for 'Gas sold and Transported - Total' stands at 543 million of dekatherm. The estimate is in contrast to the year-ago figure of 550 million of dekatherm. According to the collective judgment of analysts, 'Electric sales' should come in at N/A. Compared to the current estimate, the company reported N/A in the same quarter of the previous year. Wall Street analysts forecast that PSEG (PEG) will report quarterly earnings of $0.71 per share in its upcoming release, pointing to a year-ove ...