Schneider National (SNDR) reported $1.34 billion in revenue for the quarter ended December 2024, representing a year-over-year decline of 2.4%. EPS of $0.20 for the same period compares to $0.16 a year ago.The reported revenue represents a surprise of -3.26% over the Zacks Consensus Estimate of $1.38 billion. With the consensus EPS estimate being $0.20, the company has not delivered EPS surprise.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

文章核心观点 公司核心业务实力、盈利和财务状况良好且有全球机遇 现有投资者可持股待涨 新投资者也可能受股价上涨吸引买入 其估值有增长潜力 风格评分显示有上升趋势 [20][21] 公司近期发展 - 宣布2024年第三季度财报和通过平台提供营养代餐棒和奶昔配送服务 [2] - 第三季度营收和利润显著改善 在线和批发收入渠道表现强劲 订阅用户等指标增加 [3] - 第三季度推出减肥领域司美格鲁肽个性化滴定计划和剂量服务 [4] 股价表现 - 过去三个月公司股价飙升69.2% 跑赢行业14.5%的涨幅 以及板块和标普500指数 [1] - 同期同行Teladoc Health和Abbott Laboratories股价分别上涨15%和12.8% [7] 营收预期 - 预计2024年第四季度营收4.65 - 4.70亿美元 全年营收14.60 - 14.65亿美元 较2023年分别增长89 - 91%和67 - 68% [9] - Zacks共识预计2024年第四季度和全年营收分别为4.714亿美元和14.7亿美元 较去年同期分别增长91.2%和68.2% [9] - Zacks共识预计2025年营收20.7亿美元 每股收益52美分 [9] 业务优势 - 拥有临床电子病历系统、数字处方和云药房配送的独特组合 有多个增长驱动因素 [10] - 专注增加净新订阅用户和拓展业务 能应对当前宏观经济环境 [11] 市场接受度 - 公司处方和非处方健康产品及服务获市场认可 注重提供优质、个性化且价格合理的解决方案 推动净订阅用户数量增长 [12] - 2024年第三季度末订阅用户达200万 同比增长43.5% 新增超18万净订阅用户 不含GLP - 1的订阅用户同比增长约40% [13] - 强调个性化解决方案和新客户群体成熟提升了客户留存率 通过更具成本效益的渠道获客成功 [14] 未来规划 - 计划2025年将市场上首个通用GLP - 1利拉鲁肽引入平台 未来几个月完成测试和批次验证并确认真伪证书 [15] - 预计随着解决方案种类增加 多病症订阅用户数量将继续增长 2025年通过技术提升多专科订阅用户体验 [15] 产品供应 - 2024年11月宣布提供代餐棒和奶昔送货上门服务 加强综合减肥产品供应 [16] - 9月宣布符合条件的美国军人、退伍军人等可每月99美元订阅常见复方GLP - 1 此举有助于扩大客户群 [17] 股票估值 - 公司未来12个月市销率3.3倍 低于行业平均6倍 高于五年中位数2.5倍 [18] 盈利预测变动 - 过去60天 公司2025年盈利预测上调4%至每股52美分 [19]

Amazon Prime and UPS trucks are seen on a building in Washington DC, United States on July 12, 2024.Shares of United Parcel Service plunged more than 17% Thursday after the company issued weak revenue guidance for the year and said it planned to cut deliveries for Amazon, its largest customer, by more than half.The shipping giant said in its fourth-quarter earnings report that it "reached an agreement in principle with its largest customer to lower its volume by more than 50% by the second half of 2026."At ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Altria Group Inc. (MO) posted fourth-quarter 2024 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Earnings increased year over year while net revenues essentially came in line with the year-ago quarter’s level. The company’s oral tobacco category continued its growth trajectory with the robust performance of NJOY. We note that NJOY consumables shipment volume increased 15.3% year over year.Altria’s fourth-quarter adjusted earnings came in at $1.29 per share, which advanced 9.3% ...

After the closing bell on Jan. 29, Facebook’s parent company, Meta Platforms (META) came up with better-than-expected fourth-quarter 2024 results, beating on both the top and bottom lines. The company forecasts a slowdown in revenue growth for the current quarter and said expenses in 2025 will grow faster than last year.META shares dropped 5% initially in after-market hours and recovered later to close up about 2%. ETFs with a large allocation to this social media giant are in focus. These include iShares G ...

Bread Financial Holdings (BFH) reported $926 million in revenue for the quarter ended December 2024, representing a year-over-year decline of 9%. EPS of $0.41 for the same period compares to $0.90 a year ago.The reported revenue represents a surprise of -3.33% over the Zacks Consensus Estimate of $957.94 million. With the consensus EPS estimate being $0.33, the EPS surprise was +24.24%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations t ...

Apple CEO Tim Cook greets former President Barack Obama at the inauguration of U.S. President Donald Trump at the U.S. Capitol Rotunda in Washington, D.C., on Jan. 20, 2025.Apple reports December-quarter earnings Thursday after the bell. The December quarter is Apple's largest of the year, partially due to the holiday shopping season and also because it is the first full quarter of new iPhone sales.While analysts are not worried about the company's performance in the December quarter, many of them will look ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Ensure your vehicle is ready to handle colder weather and challenging road conditionsLOS ANGELES, Jan. 30, 2025 /PRNewswire/ -- As winter approaches, drivers face potential challenges like icy roads, freezing temperatures and reduced visibility. Taking steps to winterize your car can help ensure your safety and prevent costly repairs. Mercury Insurance (NYSE: MCY) has compiled a list of essential winter car maintenance tips to help drivers navigate the season with confidence."Winter weather brings unique ha ...