文章核心观点 全球资产管理公司Rithm Capital Corp.将于2025年2月6日开盘前公布2024年第四季度财报 公司有望再次实现盈利超预期 但部分因素或部分抵消积极影响 此外还推荐了其他几家可能盈利超预期的金融公司 [1][4][8][9] Rithm Capital财报预期 - 2024年第四季度预计每股收益45美分 营收12.3亿美元 过去60天盈利预期稳定 但同比下降11.8% 营收同比增长73.2% [1][2] - 2024年预计营收43.4亿美元 同比增长20% 预计每股收益1.95美元 同比下降约5.3% [3] - 过去四个季度均超盈利预期 平均超预期幅度为25.1% [3] Rithm Capital盈利预测 - 盈利预测模型显示公司此次可能再次实现盈利超预期 因其盈利预期差为+2.22% 且Zacks排名为1（强力买入） [4] Rithm CapitalQ4业绩影响因素 - 更高的费用、利息收入和多次收购预计支持其收入增长 特定投资和消费贷款预计带来更高回报 第四季度利息收入预计同比增长13.6% 净服务收入预计达3.904亿美元 同比大幅增长 [6] - Newrez业务盈利能力的提升可能有助于其发起与服务部门 第四季度发起的住宅抵押贷款净收益预计同比增长77.3% 资产管理收入预计为1.012亿美元 环比从8100万美元上升 [7] - 本季度增加的利息支出和仓库线费用预计部分抵消积极因素 更高的一般和行政费用、薪酬和福利可能增加总支出 削减利润 不过其对冲策略可能提供一定保护 [8] 其他值得关注的公司 - Crescent Capital BDC, Inc.盈利预期差为+1.18% Zacks排名为2 预计本季度每股收益56美分 过去一个月保持稳定 预计营收4701万美元 [9][10] - Angel Oak Mortgage REIT, Inc.盈利预期差为+1.35% Zacks排名为3 预计本季度盈利同比改善196.2% 营收同比增长22.2% [10][11] - American Homes 4 Rent盈利预期差为+1.84% Zacks排名为3 预计本季度每股收益45美分 同比增长4.7% 过去四个季度三次超盈利预期 一次符合预期 平均超预期幅度为2.3% [11][12]

Techne (TECH) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.40 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10.53%. A quarter ago, it was expected that this maker of medical testing and diagnostic products would post earnings of $0.38 per share when it actually produced earnings of $0.42, delivering a surprise of 10.53%.Over the ...

Boston Scientific (BSX) came out with quarterly earnings of $0.70 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.69%. A quarter ago, it was expected that this medical device manufacturer would post earnings of $0.58 per share when it actually produced earnings of $0.63, delivering a surprise of 8.62%.Over the last four qua ...

One of the most common phrases when it comes to investing is that the time to buy is when there is blood in the streets, even if it is your blood. That time regarding Google parent AlphabetCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat di ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either ...

Capri Holdings Limited faced a tough fiscal third quarter, coming up short on earnings expectations amid a challenging operating environment.Capri Holdings Limited (CPRI 0.33%), a global fashion luxury group known for its brands Versace, Jimmy Choo, and Michael Kors, released its third-quarter earnings on February 5, 2025. The company faced significant headwinds as it reported adjusted EPS of $0.45—a notable miss against analysts’ expectations of $0.657. The revenue of $1.26 billion exceeded forecasts of $1 ...

Qualcomm Inc QCOM will release its first quarter fiscal 2025 financial results, after the closing bell, on Wednesday.Analysts expect the San Diego, California-based company to report quarterly earnings at $2.96 per share, up from $2.75 per share in the year-ago period. Qualcomm projects quarterly revenue of $10.9 billion, compared to $9.92 billion a year earlier, according to data from Benzinga Pro.On Jan. 17, Barclays analyst Tom O’Malley maintained Qualcomm with an Overweight rating and lowered the price ...

Enphase Energy, Inc. (ENPH) reported fourth-quarter 2024 adjusted earnings of 94 cents per share, which increased 74.1% from 54 cents in the prior-year quarter. The bottom line also surpassed the Zacks Consensus Estimate of 75 cents per share by 25.3%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Including one-time adjustments, the company posted GAAP earnings of 45 cents per share compared with 15 cents in the year-ago quarter.The year-over-year earnings increase can be attributed ...

Cencora (COR) came out with quarterly earnings of $3.73 per share, beating the Zacks Consensus Estimate of $3.50 per share. This compares to earnings of $3.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.57%. A quarter ago, it was expected that this prescription drug distributor would post earnings of $3.21 per share when it actually produced earnings of $3.34, delivering a surprise of 4.05%.Over the last four quarters, t ...

RXO (RXO) came out with quarterly earnings of $0.06 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this transportation services provider would post earnings of $0.04 per share when it actually produced earnings of $0.05, delivering a surprise of 25%.Over the last four quarters, the company has surpassed consensus EPS estimates two times.RXO, which belongs to ...