分析师背景 - 拥有超过6年投资领域经验 曾担任欧洲银行股票分析师 擅长挖掘市场价值 [1] - 研究覆盖电信和工业等多个行业 注重财务报表背后的实际业务故事 [1] - 学术背景包括比利时安特卫普大学学士 鲁汶大学硕士 以及弗拉瑞克商学院金融MBA [1] 研究专长 - 专注于独联体地区投资项目 运用西方分析工具发掘新兴市场隐藏价值 [1] - 采用基本面驱动的研究方法 注重企业深层价值挖掘 [1] 持仓声明 - 分析师未持有任何提及公司的股票、期权或衍生品头寸 [1] - 未来72小时内无任何相关头寸建立计划 [1] - 研究内容为独立观点 未获得除Seeking Alpha外任何形式的补偿 [1]

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities significantly rallied in the second quarter, with the S&P 500 returning 10.9%. As the risk-on sentiment took hold, the benchmark Russell Midcap Growth Index advanced a market-leading 18.2%. Growth stocks led across market caps, outperforming their value counterparts. In this environment, the strategy outperformed t ...

Two key names just increased their dividends, and another winner in artificial intelligence is likely to do the same by year's end. Below, we’ll examine these three stocks and outline the yield investors can expect moving forward. Get Verizon Communications alerts:VZ Boosts Its Massive Dividend Even Higher Verizon Communications Dividend PaymentsDividend Yield6.17% Annual Dividend$2.71 Dividend Increase Track Record20 Years Dividend Payout Ratio63.17% Next Dividend PaymentNov. 3 VZ Dividend HistoryFirst up ...

公司评级与目标价 - 摩根大通重申对江森自控的增持评级和105美元目标价 [1] 财务表现预期 - 公司毛利率增长能力获得信心 主要受益于当前稳定的销量环境 [1] - 多年期生产效率和流程优化计划已开始实施 [2] - 运营可见度提升 涵盖职能开销、制造和服务运营等领域 [2] 业务范围 - 公司在美国、欧洲、亚太等地区设计、生产、调试和改造建筑产品及系统 [3] 行业地位 - 江森自控位列表现最佳的欧洲投资股票之一 [1]

Key Takeaways JCI raised its quarterly dividend 8% to 40 cents, offering a 1.4% yield at Sept. 10 close.In nine months of fiscal 2025, JCI generated $1.28B free cash flow and paid $733M dividends.JCI authorized a $9B buyback in June 2025, with $9.8B capacity remaining at fiscal Q3-end.In a shareholder-friendly move, Johnson Controls International plc (JCI) has announced a hike in its dividend payout. The company increased its quarterly dividend by 8% to 40 cents per share (annually: $1.60). The move undersc ...

The S&P 500 Index ($SPX) (SPY) on Wednesday closed up +0.30%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.48%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.04%.  September E-mini S&P futures (ESU25) rose +0.28%, and September E-mini Nasdaq futures (NQU25) rose +0.02%. Stock indexes settled mixed on Wednesday, with the S&P 500 posting a new record high and the Nasdaq 100 posting a 4-week high.  The broader market garnered support on Wednesday as bond yields fell after US producer pric ...

股息支付 - 公司董事会批准每股普通股季度股息0.40美元 将于2025年10月17日支付 股东记录日期为2025年9月22日 [1] - 本次股息较上一季度股息增加0.03美元 增幅达7.5% [1] - 公司自1887年以来持续支付股息 拥有138年连续派息历史 [1] 公司业务定位 - 公司是全球智慧健康可持续建筑领域的领导者 致力于改造人们生活工作学习和娱乐的环境 [2] - 公司使命是重新定义建筑性能 服务于人类场所和地球 [2] - 公司拥有近140年创新历史 通过OpenBlue数字平台为医疗保健学校数据中心机场体育场制造业等行业提供未来蓝图 [3] 产品与服务 - 公司提供全球最大的建筑技术与软件组合 以及行业知名品牌的服务解决方案 [3] - 公司近期完成住宅和轻型商用暖通空调业务的出售交易 [5][6] 投资者关系 - 投资者联系人为Jim Lucas 电话+1 414.340.1752 邮箱investor.relations@jci.com [5] - 媒体联系人为Danielle Canzanella 电话+1 203.499.8297 邮箱media@jci.com [5]

产品发布 - 江森自控国际公司推出Silent-Aire Coolant Distribution Unit (CDU)平台 扩展数据中心热管理产品组合 [1] - 新产品冷却容量范围从500kW到超过10MW 适用于多种液冷配置和混合设计 [2][8] - 该平台针对高密度数据中心冷却需求 满足人工智能数据中心对液冷解决方案日益增长的需求 [2][8] 技术优势 - 公司热管理解决方案组合包括Silent-Aire、York和M&M Carnot品牌产品 [3] - 其解决方案可使北美大多数数据中心的非IT能源使用量减少约50% [3][8] - 先进热管理解决方案显著提升数据中心设施的整体运营效率 [3] 财务表现 - 公司市值达701亿美元 [4] - 过去一年股价上涨52.3% 远超行业15%的增长率 [6] - 美洲部门保持强劲发展势头 受益于HVAC平台需求增长和控制系统业务优势 [4] 战略发展 - 数字化产品投入取得成效 OpenBlue平台带来积极影响 [4] - 实施稳健的股东友好政策 提升股票吸引力 [4] - 销售和管理费用因转型成本和交易成本增加而上升 可能影响盈利水平 [6] - 高债务水平可能增加公司财务负担 [6]

Johnson Controls International plc (JCI) is an Ireland-based multinational conglomerate specializing in smart, healthy, and sustainable building solutions. Valued at a market cap of $70.1 billion, the company engineers, manufactures, and services high-performance systems such as HVAC (heating, ventilation, and air‑conditioning), industrial refrigeration, integrated fire detection and suppression, security systems, and building management platforms. Companies worth $10 billion or more are typically classif ...

New Silent-Aire series of Coolant Distribution Units provides reliable and efficient liquid cooling to high-density racks MILWAUKEE , Sept. 8, 2025 /PRNewswire/ -- Johnson Controls (NYSE: JCI), the global leader in smart, safe, healthy and sustainable buildings, has expanded its data center thermal management offerings with the launch of its Silent-Aire Coolant Distribution Unit (CDU) platform. ...