文章核心观点 - 华尔街分析师预计百事公司即将发布的季度报告中每股收益为1.95美元，同比增长9.6%，营收预计为279.3亿美元，同比增长0.3%，过去30天该季度的共识每股收益估计下调了1.3%，同时还给出了百事公司部分关键指标的平均估计及股价表现情况 [1][10] 盈利和营收预期 - 预计即将发布的季度报告中每股收益为1.95美元，同比增长9.6% [1] - 预计营收为279.3亿美元，同比增长0.3% [1] - 该季度的共识每股收益估计在过去30天下调1.3%至当前水平 [1] 盈利估计修订的重要性 - 公司盈利披露前，盈利估计的变化对预测投资者对股票的潜在反应至关重要，盈利估计修订趋势与股票短期价格表现有很强关联 [2] 关键指标平均估计 净营收 - 亚太、澳大利亚、新西兰和中国地区净营收预计为14.9亿美元，同比增长2.7% [4] - 菲多利北美净营收预计为74.7亿美元，同比无变化 [4] - 桂格食品北美净营收预计为8.7155亿美元，同比下降2.4% [5] - 非洲、中东和南亚净营收预计为19.9亿美元，同比增长2.5% [5] - 百事饮料北美净营收预计为79.5亿美元，同比增长0.5% [6] - 欧洲净营收预计为44.1亿美元，同比增长4.5% [6] - 拉丁美洲净营收预计为37.6亿美元，同比下降5.2% [6] 非公认会计准则运营收入 - 亚太、澳大利亚、新西兰和中国地区预计达1.1942亿美元，去年同期为8400万美元 [7] - 菲多利北美预计达18.1亿美元，去年同期为18.6亿美元 [7] - 拉丁美洲预计达6.9111亿美元，去年同期为7.13亿美元 [8] - 非洲、中东和南亚预计达1.5亿美元，去年同期为1.57亿美元 [8] - 欧洲预计达4.9707亿美元，去年同期为4.6亿美元 [9] 股价表现 - 百事公司过去一个月股价回报率为1.1%，同期标准普尔500综合指数变化为2.9% [10] - 百事公司Zacks排名为4（卖出），预计近期表现将落后于整体市场 [10]

文章核心观点 - 即将发布的TransDigm Group财报预计显示季度盈利和营收同比增长，过去30天季度每股收益共识估计向下修正，分析关键指标预测有助于深入了解公司情况，过去一个月公司股价表现优于Zacks S&P 500综合指数，当前评级为持有 [1][2][11] 盈利与营收预期 - 预计季度每股收益7.48美元，同比增长4.5% [1] - 分析师预测营收19.9亿美元，同比增长11.5% [1] 盈利预测修正 - 过去30天季度每股收益共识估计向下修正0.1% [2] 关键指标预测 净销售额 - 非航空外部客户净销售额预计4840万美元，同比增长15.3% [5] - 机身外部客户净销售额预计9.3512亿美元，同比增长8.5% [5] - 动力与控制外部客户净销售额预计9.7702亿美元，同比增长10.4% [6] - 机身-商业和非航空航天原始设备制造商外部客户净销售额预计2.7649亿美元，同比增长1.7% [6] - 机身-国防外部客户净销售额预计3.0438亿美元，同比增长14.4% [7] - 动力与控制-国防外部客户净销售额预计4.4358亿美元，同比增长7.7% [7] - 动力与控制-商业和非航空航天售后市场外部客户净销售额预计3.3397亿美元，同比增长12.8% [8] - 动力与控制-商业和非航空航天原始设备制造商外部客户净销售额预计1.8249亿美元，同比增长3.1% [8] - 机身-商业和非航空航天售后市场外部客户净销售额预计3.5232亿美元，同比增长8.7% [9] 息税折旧及摊销前利润（EBITDA） - 动力与控制EBITDA预计5.3576亿美元，去年同期为5.09亿美元 [9] - 非航空EBITDA预计1834万美元，去年同期为1700万美元 [10] - 机身EBITDA预计4.615亿美元，去年同期为4.31亿美元 [10] 股价表现与评级 - 过去一个月公司股价回报率8.8%，Zacks S&P 500综合指数回报率2.9% [11] - 公司当前Zacks评级为3（持有） [12]

Wall Street analysts forecast that Ares Management (ARES) will report quarterly earnings of $1.29 per share in its upcoming release, pointing to a year-over-year increase of 6.6%. It is anticipated that revenues will amount to $1.22 billion, exhibiting an increase of 28.5% compared to the year-ago quarter.The current level reflects an upward revision of 0.9% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraise ...

Analysts on Wall Street project that Mondelez (MDLZ) will announce quarterly earnings of $0.67 per share in its forthcoming report, representing a decline of 20.2% year over year. Revenues are projected to reach $9.69 billion, increasing 4.1% from the same quarter last year.The current level reflects a downward revision of 2.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections ove ...

Wall Street analysts expect MetLife (MET) to post quarterly earnings of $2.13 per share in its upcoming report, which indicates a year-over-year increase of 10.4%. Revenues are expected to be $19.23 billion, up 2.7% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 3.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnings anno ...

Analysts on Wall Street project that Uber Technologies (UBER) will announce quarterly earnings of $0.50 per share in its forthcoming report, representing a decline of 24.2% year over year. Revenues are projected to reach $11.74 billion, increasing 18.2% from the same quarter last year.The current level reflects a downward revision of 11.6% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial pro ...

Wall Street analysts expect Paypal (PYPL) to post quarterly earnings of $1.13 per share in its upcoming report, which indicates a year-over-year decline of 23.7%. Revenues are expected to be $8.23 billion, up 2.5% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.8% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company announces its earni ...

Wall Street analysts forecast that Merck (MRK) will report quarterly earnings of $1.69 per share in its upcoming release, pointing to a year-over-year increase of 5533.3%. It is anticipated that revenues will amount to $15.56 billion, exhibiting an increase of 6.4% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 2.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of th ...

Wall Street analysts forecast that KKR & Co. Inc. (KKR) will report quarterly earnings of $1.29 per share in its upcoming release, pointing to a year-over-year increase of 29%. It is anticipated that revenues will amount to $1.23 billion, exhibiting an increase of 14.4% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed ...

The upcoming report from Boston Scientific (BSX) is expected to reveal quarterly earnings of $0.65 per share, indicating an increase of 18.2% compared to the year-ago period. Analysts forecast revenues of $4.4 billion, representing an increase of 18.1% year over year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a company's ...