股价表现 - 股价在盘后交易中上涨超过24% 受强劲季度业绩和恢复财年指引推动[1] - 过去三个月股价累计上涨65.7% 远超行业5.9%的增长率[2] 财务业绩 - 每股收益0.45美元 超出市场预期0.20美元 同比增长15%[2][9] - 总营收12.8亿美元 同比下降1% 但超出市场预期12.3亿美元[3][9] - 调整后营业利润1.031亿美元 同比增长2%[6] 品牌表现 - American Eagle品牌营收8.004亿美元 同比下降3.3% 同店销售额下降3%[4] - Aerie品牌营收4.291亿美元 同比增长3.2% 同店销售额增长3%[4] 盈利能力 - 毛利润5亿美元 同比增长0.2%[5][9] - 毛利率38.9% 同比提升30个基点 主要得益于商品利润率提升50个基点[5] - SG&A费用3.422亿美元 同比下降1%[6] 资本管理 - 完成2亿美元加速股票回购计划 累计回购231万美元 减少2000万股流通股[10] - 支付季度现金股息2100万美元 年内累计股息支付4300万美元[10] - 现金及等价物1.268亿美元 长期净债务2.03亿美元 总流动性约4亿美元[7] 运营指标 - 库存7.183亿美元 同比增长8%[7] - 资本支出7100万美元 年内累计1.33亿美元 预计财年资本支出2.75亿美元[8] - 计划开设约30家Aerie门店 改造40-50家AE门店 关闭35-40家American Eagle门店[13] 业绩展望 - 预计财年同店销售额持平 调整后营业利润2.55-2.65亿美元[14] - 第三季度预计同店销售额低个位数增长 营业利润9500万-1亿美元[11] - 第四季度预计同店销售额低个位数增长 营业利润1.25-1.3亿美元[12] - 关税成本影响预计第三季度2000万美元 第四季度4000-5000万美元[11][12]

Key Takeaways Tempus AI's Q2 2025 net loss improved to $42.8M from $509.4M in Q2 2024.TEM's revenues grew 89.6% y/y to $314.6M, led by 115% growth in genomics sales.TEM's gross profit surged 160% y/y to $195M, supported by higher-margin products.Tempus AI (TEM) reported an improvement in net loss of $42.8 million in the second quarter of 2025 compared with the year-ago quarter’s net loss of $552.2 million. The company highlighted several operational and financial improvements that collectively drove this hu ...

PresentationEric HansotiaChairman, President & CEO Yes, you bet. So just briefly to let everybody have a common foundation, AGCO is the largest pure-play farm equipment company in the world. That means all we do every day is figure out how we can serve farmers better. We have a machinery business with multiple brands going after different segments of the market. But for this conference, we also are focusing on our tech business. We call that PTx, precision and technologies multiplied. The combination of tho ...

PresentationFatima BoolaniDirector & Co-Head of Software Research Thank you for joining us for the Dynatrace fireside chat. Fatima Boolani, your resident software analyst here at Citi. I'm very excited to have Jim Benson, CFO of Dynatrace; and Dan Zugelder, Chief Revenue Officer and Head of the go-to-market organization at Dynatrace for what I think is going to be a really fun conversation, lots to talk about. So I think a good place to start is taking us through some of the highlights and milestones out of ...

Toronto, Ontario--(Newsfile Corp. - Le 4 septembre/September 2025) - Effective immediately, XEBRA Brands Ltd. is suspended pursuant to CSE Policy 3. The suspension is considered a Regulatory Halt as defined in National Instrument 23-101 Trading Rules. A cease trade order has been issued by the British Columbia Securities Commission. For more information about Cease Trade Orders, visit the Canadian Securities Administrators Cease Trade Order database at www.securities-administrators.ca. ________________ ...

 Vancouver, BC – TheNewswire - September 4, 2025 – Muzhu Mining Ltd. (CSE:MUZU) (FSE:Y33) (OTCQB:MUZUF) (“Muzhu” or the “Company”) is pleased to announce that the Company has completed its’ private placement announced on August 8, 2025 for gross proceeds of $154,239 from the sale of 1,542,390 units at a price of $0.10 per unit.  The Company increased its’ private placement from 1,259,000 units at $0.10 per unit to 1,542,390 units as a result of subsequent subscriptions.  Each Unit is comprised of one (1) c ...

Question-and-Answer SessionJohn, you've done a fabulous job when it comes to Howmet. There was one interesting contrast in the second quarter results, where many suppliers, including yourself, saw an inventory destocking, but Howmet's commercial OE business still grew low single digits unlike many. So in large part because of the actions you've taken over the past year, are you seeing any sense of shift from your OEM customers? And how do you think you're keeping -- how are you thinking about supply chain l ...

Question-and-Answer SessionJason BazinetCitigroup Inc. Exchange Research I guess I'm going to -- I'm relatively new to your story. I don't know exactly how many years we've covered it. But when I went through sort of, at least backward-looking, sort of your strategy, and I was talking with Anthony about this, he said, "Oh, yes." He says you've got a pretty good handle in terms of what we're doing. He says, "You really need to meet Will because he was really the architect of this before he became our CFO." S ...

PresentationChristopher DanelyMD & Analyst Okay. Great. Thanks, everyone. Chris Danely, your friendly neighborhood semiconductor analyst here at Citi. It's our distinct pleasure next to have ADI Analog Devices. We have Rich Puccio, the CFO. ADI is one of our favorite companies. And we think that one of the reasons or a couple of the reasons why we like the stock so much is you kind of get the best of both worlds. As we've seen at this conference, there's a lot of crosscurrents going on out there. I'll leave ...

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