文章核心观点 - 介绍Seacoast Banking 2025年第一季度财报情况及关键指标表现，显示其营收增长、部分指标超预期，股票有潜在表现 [1][3][4] 财务数据 - 2025年第一季度营收1.407亿美元，同比增长12%，每股收益0.38美元，去年同期为0.31美元 [1] - 营收超出Zacks共识预期2.77%，每股收益低于共识预期5% [1] 股票表现 - 过去一个月Seacoast Banking股价回报率为 -9.6%，同期Zacks标准普尔500综合指数变化为 -5.1% [3] - 股票目前Zacks排名为2（买入），有望近期跑赢大盘 [3] 关键指标表现 - 净息差3.5%，高于三位分析师平均预期的3.4% [4] - 效率比率60.3%，低于三位分析师平均预期的63.1% [4] - 总净冲销（回收）与平均贷款比率0.3%，高于两位分析师平均预期的0.2% [4] - 不良贷款总额7102万美元，低于两位分析师平均预期的9910万美元 [4] - 不良资产总额7819万美元，低于两位分析师平均预期的1.0573亿美元 [4] - 平均余额 - 总盈利资产138.3亿美元，高于两位分析师平均预期的137.9亿美元 [4] - 非利息收入总额2218万美元，低于三位分析师平均预期的2245万美元 [4] - 净利息收入 - FTE为1.1886亿美元，高于三位分析师平均预期的1.1596亿美元 [4] - 净利息收入1.1852亿美元，高于两位分析师平均预期的1.1564亿美元 [4]

WSFS Financial (WSFS) reported $256.11 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 2%. EPS of $1.13 for the same period compares to $1.11 a year ago.The reported revenue represents a surprise of -1.76% over the Zacks Consensus Estimate of $260.71 million. With the consensus EPS estimate being $1.04, the EPS surprise was +8.65%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

For the quarter ended March 2025, First Financial Bancorp (FFBC) reported revenue of $201.59 million, up 3.3% over the same period last year. EPS came in at $0.63, compared to $0.59 in the year-ago quarter.The reported revenue represents a surprise of -5.53% over the Zacks Consensus Estimate of $213.4 million. With the consensus EPS estimate being $0.63, the company has not delivered EPS surprise.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

For the quarter ended March 2025, The Bancorp (TBBK) reported revenue of $175.39 million, up 41.7% over the same period last year. EPS came in at $1.19, compared to $1.06 in the year-ago quarter.The reported revenue represents a surprise of +18.77% over the Zacks Consensus Estimate of $147.67 million. With the consensus EPS estimate being $1.22, the EPS surprise was -2.46%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

市场表现 - 市场连续三日收高，道指涨486点，涨幅1.23%，标普500涨108点，涨幅2.03%，纳指涨457点，涨幅2.74%，小盘股罗素2000指数涨38点，涨幅2.00% [1] - 本周以来这些指数上涨2%至近5% [1] - “Magnificent 7”股票表现良好，英伟达、亚马逊、特斯拉和微软当日涨幅均超3%，但这些股票年初至今均大幅下跌，微软跌8%，特斯拉跌35% [2] 经济数据 - 3月成屋销售降至去年10月以来最低水平，季节性调整后年化销售量为402万套，低于预期的413万套和2月的427万套 [3] - 3月耐用品订单强劲，较预期的1.6%增长9.2%，可能是受4月2日关税公告影响提前拉动了业务 [4] - 初请失业金人数为22.2万，处于多周区间内，考虑到联邦政府和其他地方的裁员情况，这一水平仍较为温和 [4] 公司财报 - 谷歌母公司Alphabet第一季度财报表现出色，每股收益2.81美元超预期，营收765亿美元超预期，付费订阅用户达2.7亿，云业务营收从去年一季度的95.7亿美元增至122.6亿美元，YouTube广告收入同比增长90个基点至8.93%，季度股息提高5%至每股21美分，新增70亿美元股票回购计划，盘后股价上涨5%，年初至今仍下跌约10% [5][6] - 英特尔第一季度财报超预期，每股收益0.13美元好于预期，营收127亿美元大致持平且超预期，但因下季度指引下调，盘后股价下跌5% [7] - 鞋类巨头斯凯奇第一季度财报喜忧参半，每股收益1.34美元超预期，但营收24.1亿美元未达预期，公司因全球贸易政策不确定性撤回指引，盘后股价下跌8% [8]

文章核心观点 - 公司本季度财报表现良好，盈利和营收超预期，但股价年初以来表现不佳，未来走势取决于管理层财报电话会议评论及盈利预期变化，行业排名靠后 [1][2][3] 公司盈利情况 - 本季度每股收益1.35美元，超Zacks共识预期1.05美元，去年同期为1.26美元，盈利惊喜为28.57% [1] - 上一季度预期每股收益0.77美元，实际亏损0.14美元，盈利惊喜为 - 118.18% [1] - 过去四个季度，公司三次超共识每股收益预期 [2] 公司营收情况 - 截至2025年3月季度营收1.5224亿美元，超Zacks共识预期2.66%，去年同期为1.2809亿美元 [2] - 过去四个季度，公司四次超共识营收预期 [2] 公司股价表现 - 年初以来公司股价下跌约17.6%，而标准普尔500指数下跌 - 8.6% [3] 公司盈利展望 - 盈利展望可帮助投资者判断股票走势，包括当前季度共识盈利预期及预期变化 [4] - 盈利预估修正趋势与短期股价走势强相关，可通过Zacks Rank跟踪 [5] - 财报发布前盈利预估修正趋势喜忧参半，当前Zacks Rank为3（持有），预计近期股票表现与市场一致 [6] - 下一季度共识每股收益预期为1.55美元，营收1.6604亿美元；本财年共识每股收益预期为6美元，营收6.4518亿美元 [7] 行业情况 - Zacks行业排名中，电子 - 杂项产品行业目前处于250多个Zacks行业的后40%，排名前50%的行业表现优于后50%超2倍 [8] 同行业其他公司情况 - 同行业Teradyne公司尚未公布2025年3月季度财报，预计4月28日发布 [9] - 预计该公司本季度每股收益0.61美元，同比增长19.6%，过去30天共识每股收益预期下调0.4% [9] - 预计该公司本季度营收6.8393亿美元，同比增长14% [10]

Honda on Wednesday issued a return-to-office order for its US-based staff, according to an internal memo viewed by Business Insider. "As Honda faces a rapidly changing business environment and increasingly competitive market conditions, we believe it is essential for associates to return to working primarily at on-site offices. Therefore, effective October 6, 2025, Honda is requiring associates to work on-site at least 80% of their work week," the memo reads.The memo says spontaneous interactions between s ...

Main Street Capital (MAIN) closed the latest trading day at $54.64, indicating a +1.85% change from the previous session's end. This change lagged the S&P 500's 2.03% gain on the day. On the other hand, the Dow registered a gain of 1.23%, and the technology-centric Nasdaq increased by 2.74%.The the stock of investment firm has fallen by 7.37% in the past month, lagging the Finance sector's loss of 3.37% and the S&P 500's loss of 5.07%.Market participants will be closely following the financial results of Ma ...

The latest trading session saw Zoetis (ZTS) ending at $152.30, denoting a +0.92% adjustment from its last day's close. The stock's change was less than the S&P 500's daily gain of 2.03%. Meanwhile, the Dow gained 1.23%, and the Nasdaq, a tech-heavy index, added 2.74%.Prior to today's trading, shares of the animal health company had lost 7.31% over the past month. This has was narrower than the Medical sector's loss of 8.57% and lagged the S&P 500's loss of 5.07% in that time.Analysts and investors alike wil ...

Annaly Capital Management (NLY) closed the most recent trading day at $18.92, moving +1.39% from the previous trading session. This change lagged the S&P 500's 2.03% gain on the day. Meanwhile, the Dow experienced a rise of 1.23%, and the technology-dominated Nasdaq saw an increase of 2.74%.The the stock of real estate investment trust has fallen by 11.77% in the past month, lagging the Finance sector's loss of 3.37% and the S&P 500's loss of 5.07%.Investors will be eagerly watching for the performance of A ...