we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.Today's article is about a very well-known BDC company to all of us. As most of you know, we favor short-duration products that come with high yields. Following the BDC crash, many companies in the sector experienced a precipitousDenislav leads the investing group Trade With Beta , features of the service include: ...

商业发展公司(BDCs)的投资吸引力 - 在利率上升时期，商业发展公司因能够产生更高收入而日益受到投资者青睐 [1] - 高利率环境也暴露出部分商业发展公司对不利市场变化的脆弱性 [1] 投资组合构建策略 - 结合经典股息增长股票、商业发展公司、房地产投资信托基金(REITs)和封闭式基金可有效提升投资收入 [1] - 这种混合投资系统在获取收入的同时，整体回报率与标普500指数表现相当 [1] 投资专家背景 - 分析师拥有15年投资经验，专注于发掘高质量股息股票和具有长期增长潜力的资产 [1] - 特别擅长识别既能支付可观股息又具备成长性的投资机会 [1]

Gladstone Investment (GAIN) Q4 2025 Earnings Call May 14, 2025 08:30 AM ET Company Participants David Gladstone - Founder, Chairman & CEOMichael Licalsi - General Counsel & SecretaryDavid Dullum - PresidentTaylor Ritchie - CFOMickey Schleien - MD - Equity ResearchErik Zwick - Managing Director, Equity Research Operator and welcome to Gladstone Investment Corporation Fourth Quarter and Year End Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session w ...

Gladstone Investment (GAIN) Q4 2025 Earnings Call May 14, 2025 08:30 AM ET Speaker0 and welcome to Gladstone Investment Corporation Fourth Quarter and Year End Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, David Gladstone, Chief Executive Officer. Thank you. Please go ahead. Speaker1 Well, thank you, Donna, an ...

季度业绩表现 - 公司季度每股收益0.26美元 超出市场预期0.23美元 同比增长8.33% [1] - 季度营收2755万美元 超出市场预期11.19% 同比增长16.49% [2] - 过去四个季度中 公司仅有一次超出每股收益预期 一次超出营收预期 [2] 股价与市场表现 - 年初至今股价上涨6% 同期标普500指数下跌0.6% [3] - 当前Zacks评级为3级(持有) 预计短期表现与市场持平 [6] 未来业绩展望 - 下季度预期每股收益0.23美元 营收2543万美元 [7] - 本财年预期每股收益0.93美元 营收9956万美元 [7] - 业绩电话会管理层评论将影响股价短期走势 [3] 行业比较 - 所属金融-SBIC及商业行业在Zacks行业排名中处于后28% [8] - 同行业公司Chicago Atlantic BDC预计季度每股收益0.34美元 同比增长3500% [9] - Chicago Atlantic BDC预计季度营收1246万美元 同比增长351.5% [10]

Gladstone Investment Corporation Reports Financial Results for its Fourth Quarter and Fiscal Year Ended March 31, 2025 MCLEAN, VA, May 13, 2025: Gladstone Investment Corporation (Nasdaq: GAIN) (the "Company") today announced earnings for its fourth quarter and fiscal year ended March 31, 2025. Please read the Company's Annual Report on Form 10-K, filed today with the U.S. Securities and Exchange Commission (the "SEC"), which is available on the SEC's website at www.sec.gov or the investors section of the Co ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________ FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 1521 WESTBRANCH DRIVE, SUITE 100 22102 MCLEAN, VA (Zip Code) (Address of principal executive offices) Delaware 83-0423116 (I.R.S. Employer Identification ...

公司业绩预期 - Gladstone Investment (GAIN)预计在2025年3月季度财报中营收同比增长4.8%至2478万美元，但每股收益同比下降4.2%至0.23美元 [1][3] - 过去30天内，分析师将共识每股收益预期下调1.43%，反映对该公司盈利前景的悲观情绪 [4][10] - 公司最近四个季度均未达到每股收益预期，上一季度实际每股收益0.23美元，低于预期的0.24美元（偏差-4.17%）[12][13] 股价影响因素 - 若实际业绩超预期可能推动股价上涨，反之则可能下跌，财报发布日期为5月13日 [2] - Zacks Earnings ESP模型显示该公司ESP为-1.43%，结合Zacks Rank 3评级，难以预测其将超越预期 [10][11] - 历史数据显示，具备正ESP和Zacks Rank 1-3评级的股票有70%概率实现盈利超预期，但该公司不符合该条件 [8][11] 行业比较 - 同行业公司Morgan Stanley Direct Lending Fund (MSDL)预计季度每股收益0.56美元（同比-11.1%），营收1.0352亿美元（同比+4.5%）[17] - MSDL过去30天共识每股收益预期下调0.9%，ESP为-3.57%，Zacks Rank 3评级，且过去四个季度仅一次超预期 [18] - 行业整体呈现盈利增长放缓趋势，两家公司营收均保持约4.5%增长但每股收益均同比下降 [3][17] 投资决策参考 - 盈利超预期并非股价变动的唯一因素，需结合其他潜在催化剂综合判断 [14] - Zacks Earnings ESP模型对正ESP预测效果显著，但对负ESP预测准确性较低 [7][9] - 建议投资者关注财报发布前的ESP和Zacks Rank组合指标，但当前两家公司均未显现强烈盈利超预期信号 [15][16][18]

市场策略 - 在市场低迷期间增加传统股息增长型股票持仓 包括BlackRock(BLK) Merck(MRK) PPG等行业龙头公司 [1] - 重点关注行业领先企业 以提供稳定性和长期财富创造能力 [1] 投资服务内容 - 提供高质量可靠股息增长投资标的 旨在为投资者构建持续增长的收入流 [1] - 服务包含期权写作策略建议 可进一步增加投资者收入 [1] - 会员可获取投资组合观察清单及实时交流 优先阅览未公开的独家研究报告 [2]

文章核心观点 - Gladstone Investment股价上一交易日上涨11%，或受益于特朗普关税政策调整带来的市场情绪改善，其即将公布的季度财报预计每股收益持平、营收增长3.9%，需关注后续走势；摩根士丹利直接贷款基金上一交易日上涨5.3%，即将公布的季度财报预计每股收益同比降9.5% [1][2][3][4][5] 股价表现 - Gladstone Investment上一交易日股价飙升11%，收于13.06美元，成交量可观，过去四周下跌10% [1] - 摩根士丹利直接贷款基金上一交易日收盘上涨5.3%，收于18.73美元，过去一个月回报率为 -11.4% [4] 业绩预期 - Gladstone Investment即将公布的季度财报预计每股收益0.24美元，与去年同期持平，营收2457万美元，同比增长3.9% [3] - 摩根士丹利直接贷款基金即将公布的季度财报预计每股收益0.57美元，较去年同期下降9.5% [5] 盈利预测修正趋势 - Gladstone Investment近30天该季度的共识每股收益预期未变 [4] - 摩根士丹利直接贷款基金过去一个月该季度的共识每股收益预期维持在0.57美元未变 [5] 评级情况 - Gladstone Investment目前Zacks评级为3（持有） [4] - 摩根士丹利直接贷款基金目前Zacks评级为4（卖出） [5] 行业情况 - 两家公司均属于Zacks金融 - SBIC与商业行业 [4]