财报发布与历史表现 - 凯悦酒店计划于2025年11月6日开盘前公布第三季度财报 [1] - 上一季度每股收益超出市场预期3%，营收超出预期3.9% [2] - 上一季度营收同比增长6.2%，但每股收益同比大幅下降55.6% [2] - 在过去四个季度中，公司三次盈利超预期，平均超出幅度为5.6% [2] 第三季度业绩预期 - 第三季度每股收益共识预期为49美分，较60天前的55美分下调，预示同比下滑47.6% [3] - 第三季度营收共识预期约为18.3亿美元，暗示同比增长12.5% [3] - 第三季度调整后税息折旧及摊销前利润预计同比下降8.1%至2.527亿美元 [9] 影响业绩的关键因素 - 公司受益于富有韧性的高端旅游支出和强劲的全球休闲需求，尤其是全包式度假村表现异常健康 [4] - 国际市场预计将再次跑赢美国市场，得益于坚实的入境旅游以及欧洲和亚太地区的增长势头 [4] - 全系统每间可售房收入增长预计接近持平至增长2%区间的低端，主要受去年同期高基数及重大活动和假期的时间效应影响 [5] - 美国每间可售房收入预计同比大致持平或略有下降，而奢华和国际板块预计将继续表现优异 [5] 区域市场表现 - 大中华区需求复苏趋势存在变数，但预计下半年每间可售房收入将出现低个位数增长 [6] - 亚太地区（不包括大中华区）预计将实现行业领先的每间可售房收入增长势头 [6] - 欧洲市场面临更严峻的同比比较，第三季度每间可售房收入预计将收缩，但全年增长有望恢复至与2024年大致持平 [6] 费用收入与利润率 - 特许经营及其他费用收入预计同比增长6.6%至1.269亿美元 [7] - 第三季度总费用预计同比增长9.7%至2.941亿美元，受系统扩张、每间可售房收入增长和非每间可售房费用增加推动 [7] - 利润率面临压力，主要来自美国精选服务业务复苏滞后、较高的整合开支、利息成本上升以及运营上的通胀压力 [7][8] 战略转型与资产处置 - 公司盈利结构持续向费用贡献型转变，通过减少自有资产并扩大其分销和管理平台 [9] - 即将出售与近期收购的全包式度假村相关的Playa房地产，预计将支持利润率扩张并从2026年开始带来增值 [9]

Key Takeaways lululemon's Q2 earnings beat estimates, though revenues missed and the full-year view was trimmed.Strong brand loyalty persists as membership nears 30M and performance categories post growth.New styles and faster product cycles aim to reignite demand as U.S. consumers tighten spending.lululemon athletica inc.’s (LULU) second-quarter fiscal 2025 results reflected a changing consumer backdrop and emerging product challenges in its largest market — the United States. While earnings topped the Zac ...

Key Takeaways Zimmer Biomet's Q3 adjusted EPS rose 9.2% year over year, topping the consensus estimate.Revenues grew 9.7% to $2.00B but missed expectations due to weakness in Knees and Hips.The company reaffirmed EPS guidance but narrowed its revenue growth outlook for 2025.Zimmer Biomet Holdings, Inc. (ZBH) posted third-quarter 2025 adjusted earnings per share (EPS) of $1.90, which beat the Zacks Consensus Estimate by 1.06%. The adjusted figure rose 9.2% year over year.The quarter’s adjustments included ce ...

Exact Sciences (EXAS) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.The upward trend in estimate revisions for this molecular diagnostics company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correl ...

EverQuote (EVER) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and ne ...

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PresentationWelcome to Lancashire Q3 2025 Earnings Conference Call. The speakers today will be Alex Maloney, Natalie Kershaw and Paul Gregory. I'll now turn the call over to Alex Maloney, Group Chief Executive Officer.Alexander MaloneyGroup CEO & Director Okay. Thank you, operator. Good morning, everyone. Thank you for joining our call today. We're going to take the usual approach. I will give some highlights on the progress the business has made so far this year. Paul will then focus on the underwriting tr ...

Welcome back. Shares of JLL lower this morning despite the real estate company beating earnings estimates. Analysts said this deceleration in real estate management services fees weighing on the stock.And joining us this morning here at Post9 is JLL CEO Christian Olrich. It's good to have you back Christian. Welcome.Was this deceleration. This makes sense the reaction. >> Well, I would say no, but uh we have to accept how the market reacts.We are very confident about the outlook for that business. So, let's ...

In this week’s edition of InnovationRx, we look at the battle for Metsera, the departure of FDA’s top drug regulator, Kimberly-Clark’s $40 billion Kenvue deal, and more. To get it in your inbox, subscribe here.gettyThe battle between Novo Nordisk and Pfizer over Metsera, a three-year-old company working on treatments for obesity and diabetes, escalated this week.Last Thursday, Novo Nordisk made an unsolicited bid for Metsera valued at up to $9 billion–nearly 25% higher than Pfizer’s earlier bid for the comp ...

Donovan Jones is an IPO research specialist with 15 years of experience identifying opportunities for high quality IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates. Learn moreAnaly ...