Phillips 66(PSX.US)涨5.4%，报174.03美元。消息面上，Phillips 66公布，第一季度调整后每股收益为 0.49美元，较上年同期每股亏损0.9美元实现扭亏为盈，分析师预计为每股亏损0.54美元。Phillips 66将 其年度季度股息提高7%。(格隆汇) ...

智通财经APP讯，中远海控(01919)发布2026年第一季度报告,该集团取得营业收入517.97亿元，同比减少 10.63%;归属于上市公司股东的净利润58.77亿元，同比减少49.75%;基本每股收益0.38元。 ...

Key Takeaways PARR's 2026 outlook hinges on restoring Rockies margin capture while throughput stays strong.Montana Q4 capture fell to 72% from coker downtime, asphalt-heavy sales and higher-cost crude.Each $1 WCS vs WTI move at 40 to 50 kbpd Rockies runs can add $15 to $16M annual EBITDA.Par Pacific Holdings (PARR) is a refining company where results often come down to “capture,” or how much of the available regional margin it retains after downtime and mix effects. The 2026 outlook centers on rebuilding ca ...

宏观经济与消费者信心 - 美国4月消费者信心指数小幅上升至92.8，高于3月上修后的92.2 [2] - 现状指数微降0.3点至123.8，而预期指数上升1.2点至72.2，显示消费者对近期收入、就业和商业活动前景改善 [2] - 消费者信心改善得益于股市反弹、地缘政治紧张局势降级以及对劳动力市场状况更积极的评估 [1] 通胀与政策环境 - 汽油价格上涨和地缘政治紧张局势给通胀带来压力，3月消费者价格同比上涨3.3%，高于2月的2.4% [3] - 通胀压力使美联储在抑制通胀同时不阻碍经济增长的政策前景复杂化 [3] 投资主题与选股逻辑 - 消费者信心改善支持有选择性地投资零售股，特别是那些品牌力强、定价能力强、需求有韧性的公司 [4] - 更强劲的劳动力市场和更好的收入预期有助于维持消费支出，成本结构高效、注重价值主张的零售商在当前复杂环境中可能更具优势 [4] - 文章指出Five Below、沃尔玛、Abercrombie & Fitch和Casey's General Stores四家公司能较好适应当前经济环境 [5] Five Below (FIVE) 公司分析 - 公司以差异化的价值零售模式、对年轻消费者的强大品牌吸引力以及以客户为中心的战略推动广泛增长势头 [8] - 战略举措包括全渠道扩张、精选商品组合和有节制的门店增长 [8] - 当前财年Zacks一致预期销售额和每股收益（EPS）预计将较上年分别增长11.3%和20.2% [10] - 下一财年销售额和每股收益（EPS）预计将分别增长9.6%和13.5% [10] - 过去四个季度平均盈利惊喜为63.4% [10] - 当前季度（2026年4月）销售额预计为12.0亿美元，同比增长23.22% [11] - 当前财年（2027年1月）销售额预计为53.0亿美元 [11] - 当前季度（2026年4月）每股收益（EPS）预计为1.63美元，同比增长89.53% [12] - 当前财年（2027年1月）每股收益（EPS）预计为8.02美元，同比增长20.24% [12] 沃尔玛 (WMT) 公司分析 - 公司强大的执行力凸显了其全渠道模式的韧性和可扩展性，通过价值领导力、便利性和不断扩大的数字生态系统实现各板块广泛增长 [13] - 对自动化、人工智能驱动的创新以及市场、广告和会员计划等数字举措的战略投资正在提升利润率并创造多元化的利润流 [13] - 当前财年Zacks一致预期销售额和每股收益（EPS）预计将较上年分别增长5%和9.5% [14] - 下一财年销售额和每股收益（EPS）预计将分别增长4.4%和12.5% [14] - 过去四个季度平均盈利惊喜为0.8% [14] - 当前季度（2026年4月）销售额预计为1740.5亿美元，同比增长5.10% [15] - 当前财年（2027年1月）销售额预计为7488.2亿美元 [15] - 当前季度（2026年4月）每股收益（EPS）预计为0.65美元，同比增长6.56% [16] - 当前财年（2027年1月）每股收益（EPS）预计为2.89美元，同比增长9.47% [16] Abercrombie & Fitch (ANF) 公司分析 - 公司展示了其多元化品牌组合的实力，通过严格的“阅读与反应”库存模型，Abercrombie和Hollister品牌均实现创纪录销售 [17] - 强大的现金流生成和对运营卓越的关注使得公司能够对数字现代化和门店体验进行重大投资 [17] - 当前财年Zacks一致预期销售额和每股收益（EPS）预计将较上年分别增长4.1%和8.3% [18] - 下一财年销售额和每股收益（EPS）预计将分别增长4.3%和8.9% [18] - 过去四个季度平均盈利惊喜为8.4% [18] - 当前财年（2027年1月）销售额预计为54.8亿美元，同比增长4.13% [19] - 当前财年（2027年1月）每股收益（EPS）预计为10.68美元，同比增长8.32% [20] Casey‘s General Stores (CASY) 公司分析 - 公司通过将高利润的预制食品与有韧性的燃料和杂货业务成功整合的独特商业模式脱颖而出 [21] - 战略举措，如扩大“Casey's Rewards”计划和谨慎推出鸡翅等新烹饪平台，有效加深了客户忠诚度并创造了增量销售机会 [21] - 当前财年Zacks一致预期销售额和每股收益（EPS）预计将较上年分别增长8.2%和23.6% [22] - 下一财年销售额和每股收益（EPS）预计将分别增长7.5%和10.9% [22] - 过去四个季度平均盈利惊喜为20% [22] - 当前财年（2026年4月）销售额预计为172.5亿美元，同比增长8.20% [23] - 当前财年（2026年4月）每股收益（EPS）预计为18.10美元，同比增长23.63% [24]

Run the numbers forward. Assume 6% nominal portfolio returns and 3% annual inflation adjustments to withdrawals, which is reasonable given Core PCE sitting in the 90th percentile of its 12-month range and the S&P 500's 247% total return over the past decade. The portfolio at age 80 lands near $925,000, which sounds healthy until you see what it now has to do.Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each ad ...

This quarterly report represents an earnings surprise of +14.16%. A quarter ago, it was expected that this lawn and garden products company would post a loss of $1.04 per share when it actually produced a loss of $0.77, delivering a surprise of +25.96%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Scotts, which belongs to the Zacks Agriculture - Operations industry, posted revenues of $1.46 billion for the quarter ended March 2026, surpassing the Zacks Consensu ...

Slide Insurance Holdings, Inc. (NASDAQ:SLDE) is a new addition to the 13F portfolio of Greenlight Capital. Filings for the fourth quarter of 2025 show that the fund owned 1.1 million shares in the firm. The company provides property and casualty insurance services in the United States. It writes coastal specialty personal lines insurance, including homeowners, condominium unit owners, commercial residential, and other products, as well as offers reinsurance and insurance agency services. We just covered 15 ...

Uber is breaking into the travel industry. The ride-hailing company on Wednesday announced several new products at its annual Go-Get event in New York as it looks to attract more users to its platform and push to differentiate beyond its mainstay ridesharing business. Rather than focusing on its ambitious driverless car bet, Uber used its annual product showcase to feature new verticals, such as hotel bookings and shopping, as it strives to position itself as an all-in-one super app. Along with driverless c ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The Style Scores are broken down into four categories: Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Value Score Zacks Premium includes access to ...

We just covered 15 Under-the-Radar Picks from David Einhorn That Are Quietly Dominating 2026 and TD SYNNEX Corporation (NYSE:SNX) ranks 15th on this list. TD SYNNEX Corporation (NYSE:SNX) first appeared in the 13F portfolio of Greenlight Capital in the third quarter of 2020. Back then, this position comprised just under 550,000 shares. Thereafter, the fund started trimming the stake, reducing it by 63%, 26%, and 27% in the coming quarters before selling it off completely. A new position in the stock was the ...