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Fastenal's Q4 Earnings & Sales Miss Estimates, Stock Down
ZACKS· 2025-01-18 02:10
公司业绩表现 - Fastenal公司2024年第四季度业绩低于预期 每股收益46美分 低于Zacks共识预期42% 与去年同期持平 [1][4] - 净销售额182亿美元 低于共识预期184亿美元11% 但同比增长37% [4] - 2024年全年每股收益200美元 同比下降06% 净销售额755亿美元 同比增长27% [16] 销售表现 - 日均销售额2900万美元 同比增长21% 但受制造业环境疲软和客户年底减产影响 增长受限 [5] - 紧固件销售额同比下降14% 安全用品销售额同比增长48% 其他产品线销售额同比增长4% [7] - 重型制造业日均销售额同比增长17% 其他制造业同比增长54% 非住宅建筑和经销商销售额分别下降41%和113% [8] 数字化与客户结构 - 数字化销售占比从581%提升至622% 预计2025年数字化销售占比将达到66%至68% [10] - 国家账户客户销售额占比642% 同比增长42% 非国家账户客户销售额占比358% 同比下降1% [9] 运营与成本 - 毛利率448% 同比下降70个基点 主要受大客户产品组合不利 非紧固件产品利润率较低 运费成本上升等因素影响 [14] - 销售 一般和行政费用占净销售额比例从253%上升至259% 主要受季节性销售低迷 业务活动疲软和持续业务投资影响 [15] - 营业利润率189% 同比下降120个基点 [15] 战略与展望 - 公司计划2025年增加资本支出 升级分销中心 扩展数字平台 增加Onsite签约 预计2025年数字化销售占比将达到66%至68% [18] - 尽管面临宏观经济不确定性和成本压力 公司通过数字化转型和以客户为中心的服务 有望巩固长期市场地位 [18] 财务与股东回报 - 截至2024年底 公司现金及等价物2558亿美元 同比增长156% 长期债务125亿美元 同比下降375% [17] - 2024年向股东返还2234亿美元股息 全年共返还8933亿美元 [17] - 2024年经营活动产生的净现金流117亿美元 同比下降182% [17]
Will ServiceNow (NOW) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-01-18 02:10
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider ServiceNow (NOW) . This company, which is in the Zacks Computers - IT Services industry, shows potential for another earnings beat.When looking at the last two reports, this maker of software that automates companies' technology operations has recorded a strong streak of surpassing earnings estimates. The company has topped es ...
Will PulteGroup (PHM) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-01-18 02:10
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? PulteGroup (PHM) , which belongs to the Zacks Building Products - Home Builders industry, could be a great candidate to consider.This homebuilder has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 9.80%.For the most recent quarter, PulteGroup was ...
Will Amphenol (APH) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-01-18 02:10
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Amphenol (APH) , which belongs to the Zacks Electronics - Connectors industry.This maker of fiber-optic products has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 7.99%.For the most recent quarter, Amphenol was expected to post earni ...
Will Humana (HUM) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-01-18 02:10
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Humana (HUM) . This company, which is in the Zacks Medical - HMOs industry, shows potential for another earnings beat.When looking at the last two reports, this health insurer has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 18.85%, on average, in the last two quarters.For the ...
WOLF Deadline: WOLF Investors Have Opportunity to Lead Wolfspeed, Inc. Securities Fraud Lawsuit
Prnewswire· 2025-01-18 02:10
NEW YORK, Jan. 17, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Wolfspeed, Inc. (NYSE: WOLF) between August 16, 2023 and November 6, 2024, both dates inclusive (the "Class Period"), of the important January 17, 2025 lead plaintiff deadline.So what: If you purchased Wolfspeed securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.What to do next: To join the Wol ...
Rumble Stock Surges 253% in a Year: Is There More Room to Run in 2025?
ZACKS· 2025-01-18 02:06
Rumble (RUM) shares have skyrocketed 253% in the trailing 12-month period compared with the Zacks Computer & Technology sector’s return of 28.4% and the Zacks Internet - Software industry’s rise of 26.4%.The uptick can be attributed to strong audience monetization growth, particularly through increased Rumble Premium subscriptions and higher revenues from its Rumble Advertising Center, alongside a significant surge in user engagement, driven by the U.S. presidential election.In the third quarter of 2024, Ru ...
Organon: A Tricky 2025 Awaits, But I'm Happy With A >7% Dividend Yield
Seeking Alpha· 2025-01-18 02:03
If you like what you have just read and want to receive at least 4 exclusive stock tips every week focused on Pharma, Biotech and Healthcare, then join me at my marketplace channel, Haggerston BioHealth . Invest alongside the model portfolio or simply access the investment bank-grade financial models and research. I hope to see you there.I have been tracking the progress of Organon (NYSE: OGN ), spun out of Pharma giant Merck ( MRK ), ever since it first began trading as a separate entity back in MayThe gro ...
CubicFarm Systems Corp. Announces Full Revocation of Cease Trade Order and Company Updates
Newsfile· 2025-01-18 02:02
CubicFarm Systems Corp. Announces Full Revocation of Cease Trade Order and Company UpdatesJanuary 17, 2025 1:02 PM EST | Source: CubicFarm Systems Corp.Vancouver, British Columbia--(Newsfile Corp. - January 17, 2025) - CubicFarm® Systems Corp. (TSXV: CUB) ("CubicFarms" or the "Company"), a local chain agricultural technology company, announces that, further to its previous press release of July 15, October 2, October 24 and October 29, 2024, the Company is pleased to announce that on January 1 ...
Here's Why You Should Retain Cimpress Stock in Your Portfolio Now
ZACKS· 2025-01-18 02:01
Cimpress plc (CMPR) is poised to gain from strength across its Vista, National Pen and Upload & Print segments. The company's effective cost-control measures add to its appeal.Cimpress is an online provider of premium graphic design services and personalized printed products, catering to small businesses and consumers. The company’s product range includes business cards, brochures, websites, e-commerce platforms, calendars, address labels, notepads, signage and others.CMPR currently carries a Zacks Rank #3 ...