It has been about a month since the last earnings report for Transocean (RIG) . Shares have added about 10% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Transocean due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Transocean Ltd. before we dive into how investors and analysts have reacted as of late.Transocean Q3 Earnings & Sa ...

It has been about a month since the last earnings report for Silgan Holdings (SLGN) . Shares have added about 3.4% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Silgan due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.Silgan Q3 Earnings Beat Estimates, Trims '25 Outlook o ...

公司近期股价表现与市场关注点 - 过去一个月公司股价下跌约0.7%，表现逊于同期标普500指数[1] - 市场关注其负面趋势是否会持续到下一次财报发布[1] 2025年第三季度财务业绩 - 每股收益为0.58美元，低于市场预期的0.68美元，未达预期幅度为14.7%，但高于上年同期的0.53美元[2] - 净销售额为80亿美元，略高于市场预期的79.8亿美元，上年同期为76.7亿美元[4] - 毛利率提升至19.6%，上年同期为17.6%；毛利润同比增长16%至15.7亿美元[5] - 销售、一般及行政费用同比下降4.7%至9.6亿美元；营业利润大幅改善至5.26亿美元，上年同期为5500万美元[5] - 调整后EBITDA为13亿美元，略高于上年同期的12.6亿美元；调整后EBITDA利润率为16.3%，上年同期为16.5%[6] 2025年第三季度各分部业绩 - 欧洲、中东、非洲及亚太地区：销售额为28.2亿美元，同比增长6.5%；调整后EBITDA为4.19亿美元，同比增长2%[7] - 北美地区：销售额为46亿美元，同比增长2%；调整后EBITDA为8.1亿美元，较上年同期的7.8亿美元增长4%[8] - 拉丁美洲地区：销售额为5.45亿美元，同比增长10%；调整后EBITDA为1.16亿美元，与上年同期持平[9] 公司现金流与股东回报 - 第三季度末现金及现金等价物为8.51亿美元，2024年末为8.55亿美元[10] - 经营活动产生的净现金为11.33亿美元，远高于上年同期的3.2亿美元[10] - 宣布季度股息为每股0.4308美元，将于2025年12月18日派发给截至2025年11月14日登记在册的股东[10] 公司业务背景与财务展望 - 公司由Smurfit Kappa与WestRock于2024年7月5日合并成立，自2024年第三季度起合并报告业绩[3] - 将2025年全年调整后EBITDA预期下调至49-51亿美元，低于此前预期的50-52亿美元，主要反映了第四季度为优化系统而增加的经济性停工时间[11] - 公司2024年报告的调整后EBITDA为47亿美元[11] 市场预期与评级变动 - 过去一个月市场预期呈下调趋势，共识预期下调幅度为28.65%[12] - 公司增长评分为A，动量评分为F，价值评分为B，综合VGM得分为A[13] - 公司Zacks排名为第5级（强烈卖出），预计未来几个月回报将低于平均水平[14]

It has been about a month since the last earnings report for Teladoc (TDOC) . Shares have lost about 14.8% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Teladoc due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Teladoc Health, Inc. before we dive into how investors and analysts have reac ...

公司近期股价表现 - 自上份财报发布以来一个月内，公司股价上涨约7.8%，表现优于标普500指数 [1] 第三季度财务业绩 - 第三季度每股收益为1.22美元，超出市场预期的1.17美元，较去年同期的0.91美元增长 [4] - 季度净销售额为22.004亿美元，低于市场预期的22.29亿美元，但同比增长13% [4] - 可比门店销售额增长5.9%，但增速较第二季度的10.2%和第一季度的11.7%有所放缓 [5] - 电子商务销售额增长21%，占季度总销售额的15.5% [5] 利润率表现 - 毛利润同比增长14.9%至8.511亿美元，毛利率扩大60个基点至38.7% [6] - 营业收入从去年同期的1.225亿美元增至1.574亿美元，营业利润率扩大90个基点至7.2% [6] - 销售、一般及行政费用同比增长12.6%至6.533亿美元，但占净销售额的比例下降13个基点至29.7% [7] 门店扩张与资本管理 - 季度内新开9家门店，截至2025年9月28日，在24个州共有464家门店 [8] - 计划在2025年新开37家门店，并预计2026年开店数量将超过2025年，对2027年实现10%的门店增长目标保持信心 [8] - 季度末现金及现金等价物为3.224亿美元，长期债务及其他融资义务约为5340万美元，股东权益为14.346亿美元 [8] - 根据新的10亿美元股票回购计划，季度内以5000万美元总价回购40万股股票 [8] 现金流与资本支出 - 截至2025年9月28日，经营活动产生的现金流为5.775亿美元，资本支出（扣除房东报销后）为1.94亿美元 [9] - 管理层预计2025年全年资本支出（扣除房东报销后）在2.3亿至2.5亿美元之间 [9] 2025财年业绩指引 - 第四季度可比门店销售额预计增长持平至2%，调整后每股收益预计在0.86至0.90美元之间，去年同期为0.79美元 [11] - 目前预计2025年净销售额增长14%，可比门店销售额增长7%，此前指引分别为增长14.5%至16%和7.5%至9% [11] - 2025年息税前利润指引在6.75亿至6.8亿美元之间 [12] - 全年每股收益预期介于5.24至5.28美元，较2024年的3.75美元增长，此前指引为5.20至5.32美元 [12] 市场预期与评级 - 过去一个月内，市场对公司的新预期呈下降趋势，共识预期下调了8.89% [13] - 公司拥有强劲的成长评分A和价值评分A，但动量评分落后为C，综合VGM评分为A [14]

It has been about a month since the last earnings report for Timken (TKR) . Shares have added about 3.4% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Timken due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Timken Company (The) before we dive into how investors and analysts have reacted as o ...

A month has gone by since the last earnings report for UFP Industries (UFPI) . Shares have added about 1.9% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is UFP Industries due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent catalysts for UFP Industries, Inc. before we dive into how investors and analysts h ...

A month has gone by since the last earnings report for Viav Solutions (VIAV) . Shares have added about 5% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Viav Solutions due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Viavi Solutions Inc. before we dive into how investors and analysts hav ...

A month has gone by since the last earnings report for UBS (UBS) . Shares have added about 0.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is UBS due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.UBS Group Q3 Earnings & Revenues Increase Y/Y, Expenses DeclineUBS Gr ...

A month has gone by since the last earnings report for Verisk Analytics (VRSK) . Shares have added about 2.9% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Verisk due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Verisk Analytics, Inc. before we dive into how investors and analysts have re ...