Dream Finders Homes Inc. (DFH) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.81 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -13.85%. A quarter ago, it was expected that this homebuilder would post earnings of $0.61 per share when it actually produced earnings of $0.54, delivering a surprise of -11.48%.Over the last four quarters ...

业绩表现 - 公司季度每股收益为1.3美元 超出市场预期的1.08美元 同比增长8.3% [1] - 季度营收为20.5亿美元 超出市场预期2.32% 但同比下降1.9% [3] - 过去四个季度中 公司有两次超出每股收益预期 两次超出营收预期 [2][3] 市场表现 - 公司股价年初至今下跌9.4% 同期标普500指数上涨8.2% [4] - 当前Zacks评级为3级(持有) 预计短期内表现与市场持平 [7] - 行业排名处于前31% 历史数据显示前50%行业表现优于后50%行业超过2倍 [9] 未来展望 - 下季度预期每股收益0.86美元 营收19.5亿美元 全年预期每股收益3.58美元 营收76.1亿美元 [8] - 业绩电话会议中管理层评论将影响股价短期走势 [4] - 盈利预期修正趋势与股价短期走势有强相关性 [6] 同业比较 - 同业公司Gibraltar Industries预计季度每股收益1.31美元 同比增长11% [10] - Gibraltar Industries预计季度营收3.9亿美元 同比增长10.5% [11] - 该同业公司将于8月6日公布业绩 [10]

Capital Clean Energy Carriers Corp. (CCEC) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +27.50%. A quarter ago, it was expected that this company would post earnings of $0.36 per share when it actually produced earnings of $0.55, delivering a surprise of +52.78%.Over the last four qu ...

Shake Shack (SHAK) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +18.92%. A quarter ago, it was expected that this burger chain would post earnings of $0.16 per share when it actually produced earnings of $0.14, delivering a surprise of -12.5%.Over the last four quarters, the compan ...

OneWater Marine (ONEW) came out with quarterly earnings of $0.79 per share, missing the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -29.46%. A quarter ago, it was expected that this company would post earnings of $0.25 per share when it actually produced earnings of $0.13, delivering a surprise of -48%.Over the last four quarters, the company h ...

Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially indepen ...

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, ...

DUBLIN and TORONTO, July 31, 2025 (GLOBE NEWSWIRE) -- Flutter Entertainment (“Flutter”) (NYSE:FLUT, LSE:FLTR), the leading online sports betting and iGaming operator, today announces that it has completed the extension of its long-term strategic partnership with Boyd Gaming Corporation to 2038 and the buyout of Boyd's 5% stake in FanDuel Group. As previously announced the market access savings secured as part of the transaction will be effective July 1, 2025. About Flutter Entertainment plc Flutter is the w ...

文章核心观点 公司公布2025年第二季度和上半年未经审计的财务业绩 虽面临通胀、净亏损增加等挑战 但在营收、GMV、EBITDA等方面有一定增长 未来将聚焦可持续发展、提升利润率和强化业务基本面[1][8][11] 财务信息重述 - 依据国际会计准则第29号 功能货币为恶性通胀经济体货币的实体财务报表需按一般物价指数调整 公司2025年第二季度和上半年合并报表按此重述 并提供未调整数据辅助理解[2][3] 2025年第二季度财务和运营亮点 - GMV达511亿里拉 同比增长11.9% 未调整GMV达503亿里拉 同比增长52.2% [4] - 营收167.44亿里拉 同比增长22.6% [4] - 订单数量（不含数字产品和HepsiExpress）1890万 同比增长8.1% [4] - 活跃客户1200万 同比减少0.8% 不含数字产品和HepsiExpress的活跃客户1160万 同比减少1.2% [4] - 订单频率降至9.3 同比减少11% 不含数字产品和HepsiExpress的订单频率增至6.9 同比增长4% [4] - 活跃商户10.03万 同比减少0.7% [4] - 市场GMV占比68.2% 低于去年同期的71.1% [4] - EBITDA达7.395亿里拉 同比增长41.6% EBITDA占GMV比例为1.4% 较去年同期提升0.3个百分点 [4] 2025年上半年财务和运营亮点 - GMV达964亿里拉 同比下降2.5% 未调整GMV达921亿里拉 同比增长34.9% [9] - 营收319.95亿里拉 同比增长5.9% [9] - 订单数量（不含数字产品和HepsiExpress）3710万 同比增长0.1% [9] - 活跃客户1200万 同比减少0.8% 不含数字产品和HepsiExpress的活跃客户1160万 同比减少1.2% [9] - 订单频率降至9.3 同比减少11% 不含数字产品和HepsiExpress的订单频率增至6.9 同比增长4% [9] - 活跃商户10.03万 同比减少0.7% [9] - 市场GMV占比68.5% 低于去年同期的69.6% [9] - EBITDA达8.548亿里拉 同比下降9.6% EBITDA占GMV比例为0.9% 较去年同期下降0.1个百分点 [9] - 净亏损11.002亿里拉 去年同期为7.107亿里拉 自由现金流流入24.174亿里拉 同比增长279.6% [9] 后续事件 - 7月4日 董事会批准以现金结算580.5452万份美国存托股份的股权奖励 [16] - 子公司Hepsi Finansal首席执行官Erkin Aydın决定离职 8月31日前完成过渡 [17] ESG行动 - 2025年第二季度 “女性企业家技术赋能” 项目新增1790名女性 累计支持约6.5万名女性企业家 [18] - 截至6月30日 平台女性合作社达308家 [18] - 作为土耳其国家篮球队官方赞助商 与土耳其篮球联合会合作开展 “从球场到爪子” 项目 比赛期间为流浪动物捐赠宠物食品 [19] 财务回顾 营收 - 2025年第二季度营收167.44亿里拉 同比增长22.6% 主要因1P营收增长25.2%、3P营收增长4.8%、配送服务营收增长24.9%和其他营收增长26.3% [21][24] - 上半年营收319.95亿里拉 同比增长5.9% [21] 毛贡献 - 2025年第二季度毛贡献63.354亿里拉 同比增长15.9% 毛贡献利润率升至12.4% 同比提升0.4个百分点 [26] - 上半年毛贡献119.775亿里拉 同比增长8.5% 毛贡献利润率升至12.4% 同比提升1.3个百分点 [26] 运营费用 - 2025年第二季度运营费用净额167.097亿里拉 同比增长22.0% 主要因存货成本增加和计提费用、一次性费用上升 [30] - 上半年运营费用净额325.424亿里拉 同比增长7.0% [30] 期间净亏损 - 2025年第二季度净亏损7.238亿里拉 去年同期为5.193亿里拉 主要因净财务费用增加和货币收益减少 [31] - 上半年净亏损11.002亿里拉 去年同期为7.107亿里拉 [9] EBITDA - 2025年第二季度EBITDA达7.395亿里拉 同比增长41.6% EBITDA占GMV比例升至1.4% 同比提升0.3个百分点 [32] - 上半年EBITDA达8.548亿里拉 同比下降9.6% EBITDA占GMV比例降至0.9% 同比下降0.1个百分点 [9] 自由现金流 - 2025年第二季度自由现金流流入34.052亿里拉 去年同期为流出8.704亿里拉 主要因经营活动净现金增加和资产购置减少 [33] - 上半年自由现金流流入24.174亿里拉 同比增长279.6% [9] 其他关键运营和财务指标 - 按Kaspi定义 2025年第二季度GMV达417亿里拉 同比增长16.1% 市场GMV达286亿里拉 同比增长12.1% 不含数字产品订单1720万 同比增长7.4% [34] - 上半年GMV达782亿里拉 同比下降0.5% 市场GMV达537亿里拉 同比下降1.8% 不含数字产品订单3380万 同比下降2.3% [34] 非国际财务报告准则财务指标 - 包含IAS 29未调整营收、毛贡献、EBITDA、EBITDA、毛贡献、自由现金流和净营运资本等指标 有局限性 需结合国际财务报告准则指标分析 [43][45] - 给出部分非国际财务报告准则指标与国际财务报告准则指标的调节表 [50][54][57] 公司概况 - 是土耳其领先的电子商务技术平台 采用1P直销和3P市场混合模式 约有10万商户 [73] - 提供配送、广告、支付等服务 旗下Hepsipay提供安全支付解决方案 [74] - 2017年推出 “女性企业家技术赋能” 项目 支持约6.5万名女性企业家 [75]

CSW Industrials (CSW) came out with quarterly earnings of $2.85 per share, beating the Zacks Consensus Estimate of $2.74 per share. This compares to earnings of $2.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.01%. A quarter ago, it was expected that this industrial products and coatings maker would post earnings of $2.23 per share when it actually produced earnings of $2.24, delivering a surprise of +0.45%.Over the la ...