文章核心观点 - 莫霍克工业公司2025年第一季度业绩喜忧参半，盈利超预期但净销售额未达预期，同比来看营收和利润均下滑，虽面临市场挑战但对地板市场长期前景乐观 [1][4] 第一季度业绩情况 - 调整后每股收益1.52美元，超扎克斯共识预期7.8%，去年同期为1.86美元 [5] - 净销售额25.3亿美元，低于共识预期1.8%，同比下降5.7%，调整后同比下降0.7% [5] - 调整后毛利率同比收缩30个基点至24.1%，调整后销售、一般和行政费用占净销售额比例上升80个基点至19.2%，调整后营业利润率收缩130个基点至4.8% [6] 各业务板块详情 全球陶瓷业务 - 销售额9.938亿美元，报告基础上同比下降4.9%，调整后为10.57亿美元，同比增长1.2% [7] - 调整后营业利润从去年的5270万美元降至4820万美元，调整后营业利润率从5%降至4.8% [7] 北美地板业务 - 净销售额8.624亿美元，报告基础上同比下降4.2%，调整后下降1.1%，调整后净销售额为8.902亿美元 [8] - 调整后营业利润从去年的4780万美元降至2550万美元，调整后营业利润率从5.3%降至3% [8] 世界其他地区地板业务 - 净销售额6.696亿美元，报告基础上同比下降8.8%，调整后为7.133亿美元，同比下降2.9% [9] - 调整后营业利润从去年的7400万美元降至6100万美元，调整后营业利润率从10.1%降至9.1% [9] 财务亮点 - 截至2025年3月29日，现金及现金等价物为7.025亿美元，去年同期为6.585亿美元，长期债务（扣除流动部分）为17亿美元，去年第一季度末为16.9亿美元 [11] - 第一季度末产生负自由现金流8540万美元，去年同期为9690万美元 [11] 关税及市场趋势影响 - 全球经济不确定性增加，高通胀、消费者信心疲软和企业支出减少导致市场环境疲软，关税对消费和住房的影响仍在显现 [12] - 公司通过重组控制成本，预计今年节省约1亿美元 [12] - 北美地板业务服务水平恢复正常，公司正提高订单系统效率和性能，市场需求低和竞争激烈使定价压力持续 [13] - 世界其他地区地板业务在欧洲对大型家居相关产品需求疲软，产品组合在转变，低利率或促进消费，全球陶瓷和北美地板业务在商业渠道和高端产品销售较好，新产品表现良好 [14] 第二季度展望 - 公司预计调整后每股收益在2.52 - 2.62美元之间（不包括重组和其他费用），去年同期为3美元 [15] 扎克斯评级及其他公司情况 - 莫霍克目前扎克斯评级为3（持有） [16] - 泳池公司第一季度业绩未达扎克斯共识预期，营收和利润同比下降，3月整体销售回升 [16][17] - JAKKS太平洋公司第一季度业绩超扎克斯共识预期，营收和利润同比增长，主要市场和零售渠道消费者需求强劲，欧洲和拉丁美洲市场增长 [17][18] - 皇家加勒比邮轮公司第一季度业绩喜忧参半，调整后盈利超预期但营收未达预期，调整后每股收益同比上升，营收同比增长7.3%，重申2025年盈利指引 [19]

文章核心观点 - 投资国内汽车行业股票时哈雷戴维森比特斯拉更具价值投资机会 [1][7] 投资策略 - 结合强大的Zacks排名和风格评分系统价值类别中的出色评级选股回报最佳 [2] - Zacks排名强调盈利预测和预测修正 风格评分系统用于识别具有特定特征的股票 [2] 公司Zacks排名 - 哈雷戴维森Zacks排名为2（买入） 特斯拉为5（强烈卖出） 表明哈雷戴维森盈利前景改善强于特斯拉 [3] 价值类别评级指标 - 价值类别根据关键指标对股票进行评级 包括市盈率、市销率、盈利收益率、每股现金流等基本面指标 [4] 公司估值指标对比 - 哈雷戴维森远期市盈率为7.20 特斯拉为148.85 [5] - 哈雷戴维森PEG比率为0.35 特斯拉为7.83 [5] - 哈雷戴维森市净率为0.90 特斯拉为11.99 [6] 公司价值等级 - 哈雷戴维森价值等级为A 特斯拉为F [6]

文章核心观点 - 亨廷顿银行（HBAN）相比商业银行（CBSH）可能是更优的价值选择，因其盈利前景改善且估值指标表现更好 [3][7] 公司情况 亨廷顿银行（HBAN） - 拥有Zacks排名第2（买入），盈利前景近期改善强于CBSH [3] - 远期市盈率为10.24，PEG比率为1.12，市净率为1.15，价值评级为B [5][6] 商业银行（CBSH） - 拥有Zacks排名第3（持有） [3] - 远期市盈率为15.15，PEG比率为4.08，市净率为2.35，价值评级为D [5][6] 投资方法 - 寻找价值机会的模型是结合风格评分系统价值类别中的出色评级和强大的Zacks排名，Zacks排名强调盈利预测和预测修正，风格评分用于识别具有特定特征的股票 [2] - 风格评分价值等级考虑多种关键基本面指标，包括市盈率、市销率、盈利收益率、每股现金流等 [4]

Investors looking for stocks in the Banks - Foreign sector might want to consider either Banco Santander-Brazil (BSBR) or National Australia Bank Ltd. (NABZY) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Ra ...

Investors interested in stocks from the Insurance - Property and Casualty sector have probably already heard of Axis Capital (AXS) and Chubb (CB) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy t ...

Investors interested in stocks from the Medical - Biomedical and Genetics sector have probably already heard of Qiagen (QGEN) and Repligen (RGEN) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank favors stocks with strong earnings esti ...

Investors with an interest in Food - Miscellaneous stocks have likely encountered both Utz Brands (UTZ) and Mondelez (MDLZ) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings esti ...

Despite strong underlying growth, shares of Eaton Corporation plc (NYSE: ETN ) have not been a good performer over the past year, losing about 6% of their value, amid concerns about the economic outlook and potential slowing of data center spending. TheOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, j ...

金十图示：2025年05月02日（周五）美股热门股票行情一览（美股盘中） VISA FEB 6418.30亿市值 5083.84亿市值 7035.01亿市值 253.14 559.87 347.85 +6.25(+2.53%) +5.39(+1.58%) +13.23(+2.42%) 埃克森美孚 祭飞 甲骨文 4910.33亿市值 4587.41亿市值 4263.28亿市值 152.03 1153.82 106.06 +20.35(+1.80%) +0.28(+0.26%) +6.54(+4.50%) 强生 t | 联合健康 s 家得宝 3738.32亿市值 3633.16亿市值 3632.31亿市值 365.45 155.37 399.15 +0.91(+0.59%) +7.15(+2.00%) -1.53(-0.38%) T-Mobile US Inc 美国银行 可口可乐 (conticts 2823.45亿市值 3090.71亿市值 3072.17亿市值 71.38 248.66 41.03 +0.86(+2.15%) +0.09(+0.12%) +1.67(+0.67%) 赛富时 3 邦 丰田汽车(U ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Delta Air Lines, Inc. (NYSE: DAL ) has announced a $1 billion share repurchase program that would bring its 3-year rolling estimated return to shareholders to $2 billion. While share repurchases sound great, this one does not really move the needle ...