长期影响股价的因素 - 收益和利率是长期影响股价的两个重要因素[1] 投资者回报的关键 - 投资者通过寻找正面的盈利惊喜可能获得更强的回报[2] Zacks的盈利ESP过滤器 - Zacks的盈利ESP过滤器有助于识别可能超过季度盈利预期的股票[3] - Zacks的盈利ESP是预期惊喜预测的更正式名称，旨在获取公司报告之前最新分析师估计修订的内幕消息[4]

Wall Street expects a year-over-year increase in earnings on higher revenues when Applied Industrial Technologies (AIT) reports results for the quarter ended March 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 25, 2024, might help the stock move higher if these key numbers ar ...

The U.S. manufacturing sector is trying to make a solid rebound on higher demands which is driving production at factories. The rebound follows months of struggle for the manufacturing sector that saw demand slowing as higher borrowing rates weighed on the economy.The Federal Reserve reported on Apr 16 that industrial production rose 0.4% in March, in line with the consensus estimate and the same as in February. Manufacturing output increased 0.5% in March. February’s numbers were revised 1.2% upward from t ...

公司财务状况 - 应用工业技术的现金及等价物在2024年初飙升了84%，达到3.44亿美元，总资产为27.4亿美元，远高于总负债的12.8亿美元[4] - 应用工业技术的股票今年以来上涨了14%[5] - FY24和FY25的EPS预估分别上涨了2%和7%[5] - 年度盈利预计今年将增长8%，FY25将再次增长2%至9.71美元每股[5] 业务范围 - 应用工业技术是一家分销增值工业产品的公司，包括工程流体动力组件、轴承、特种流量控制解决方案和动力传输用品[3]

制造业复苏 - 美国制造业部门在过去一年中遭受了困境，但最终显示出复苏迹象[1] - 2月份美国制造业订单同比增长1%，显示出积极的发展态势[2] - 2月份商用飞机和汽车订单的增加推动了制造业订单的大幅增长[3] - 制造业部门似乎终于走上了复苏之路，制造业活动连续16个月的萎缩结束[5] 利率政策 - 美联储自2023年7月以来一直保持利率不变，现计划在今年年底前至少三次降息[6] - 降低利率通常对整体经济和制造业都是利好，可以刺激经济活动[7] 投资建议 - 投资于制造业的五只股票：Caterpillar Inc. (CAT)、Hubbell Incorporated (HUBB)、Parker-Hannifin Corporation (PH)、Applied Industrial Technologies, Inc. (AIT)和A. O. Smith Corporation (AOS)具有良好的回报潜力[8] - Caterpillar Inc.是全球最大的建筑和采矿设备制造商，被认为是全球经济的风向标[9] - Hubbell Incorporated从事电气和电子产品的设计、制造和销售，产品广泛应用于商业、工业、公用事业和电信市场[11] - Parker-Hannifin Corporation是一家全球多元化的运动控制技术和系统制造商[13] - Applied Industrial Technologies, Inc.是一家价值增值工业产品的分销商，产品主要销往澳大利亚、北美、新加坡和新西兰的原始设备制造商和维护、修理和运营客户[15] - A. O. Smith Corporation是世界领先的商用和住宅热水设备和水处理产品制造商之一[17]

Pilgrim's Pride Corporation (PPC) - 投资者通常认为52周高是确定某只股票的入场或退出点的良好标准[1] - 股票触及新的52周高往往容易受到获利回吐的影响，导致回调和趋势逆转[1] - Pilgrim's Pride是一家从事冷冻、新鲜和增值鸡肉产品加工、生产、营销和分销的公司，公司在美国、墨西哥、法国、荷兰、波多黎各和墨西哥通过多家分销商、零售商和餐饮服务提供商提供服务[18] Xerox (XRX) - Xerox Holdings从事文档管理解决方案业务，公司的售后驱动模式产生了可观的循环收入，支持强劲的现金流，并推动战略投资和市场扩张。收购Advanced UK增强了垂直整合，并加强了在英国的业务。XRX的“Project Own It”计划正在提高公司的生产力、效率和降低成本[21] - Xerox上周宣布计划将在秘鲁和厄瓜多尔的业务转移给公司的长期合作伙伴Productive Business Solutions（PBS）。从财务角度来看，通过委托其运营责任，Xerox可能能够降低运营成本并提高利润率。这一举措可能是Xerox为在竞争激烈的技术行业中保持盈利能力而采取的举措，各公司越来越专注于完善其成本结构[22] Applied Industrial Technologies (AIT) - Applied Industrial Technologies是一家价值增值工业产品分销商，包括工程流体动力部件、轴承、特种流量控制解决方案、动力传动产品和其他工业用品[24] - Applied Industrial将受益于产品线和增值服务的改善。食品和饮料、木材、采矿和精炼等终端市场的增长引发了乐观情绪。较大的国家客户和流体动力售后市场销售的增长以及销售团队效率措施的好处正在支持基于服务中心的分销部门。专注于定价和交叉销售行动以及增长举措对Applied Industrial的前景是有利的[26]

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the tr ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Applied Industrial Technologies (AIT) . This company, which is in the Zacks Manufacturing - General Industrial industry, shows potential for another earnings beat.This industrial products company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Investors might want to bet on Applied Industrial Technologies (AIT) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and follow ...