文章核心观点 华尔街分析师预测Marsh & McLennan即将发布的季度报告中，每股收益和营收同比增长，同时对部分关键指标进行了预测，且过去一个月公司股价表现不及市场 [1][10] 季度业绩预测 - 预计季度每股收益为1.61美元，同比增长2.6% [1] - 预计营收为57亿美元，同比增长5.9% [1] 盈利预测调整 - 过去30天，本季度共识每股收益预估下调0.6%至当前水平 [2] 盈利预估修订的重要性 - 公司财报公布前，盈利预估修订是预测投资者对股票潜在行动的重要指标，与股票短期价格表现有强相关性 [3] 关键指标预测 营收相关 - “Revenue - Consulting”预计达23.1亿美元，同比增长4.6% [5] - “Revenue - Risk and Insurance services”预计达34亿美元，同比增长6.6% [5] - “Revenue - Risk and Insurance services - Guy Carpenter”预计达3.8198亿美元，同比增长6.4% [5] - “Revenue - Risk and Insurance services - Fiduciary Interest Income”预计达1.242亿美元，同比下降5.2% [6] - “Revenue - Risk and Insurance services - Marsh - APAC”预计达3.3528亿美元，同比增长7.8% [6] - “Revenue - Risk and Insurance services - Marsh - EMEA”预计达7.3703亿美元，同比增长6.5% [7] - “Revenue - Risk and Insurance services - Marsh - US and Canada”预计达16.9亿美元，同比增长7.9% [7] - “Revenue - Risk and Insurance services - Marsh - Latin America”预计达1.4209亿美元，同比增长6% [8] 有机/潜在营收增长相关 - “Organic/Underlying Revenue Growth - Consolidated”预计达5.3%，去年同期为10% [8] - “Organic/Underlying Revenue Growth - Total Risk and Insurance Service”预计达5.9%，去年同期为11% [9] - “Organic/Underlying Revenue Growth - Guy Carpenter”预计达6.5%，去年同期为8% [9] - “Organic/Underlying Revenue Growth - Total Consulting”预计达5.1%，去年同期为9% [10] 股价表现 - 过去一个月，Marsh & McLennan股价回报率为 - 2%，而Zacks标准普尔500综合指数变化为 + 4.9% [10] 股票评级 - 基于Zacks Rank 3（持有），公司未来表现可能与整体市场一致 [10]