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EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

核心观点 - Kirby Corporation (KEX) 受益于多重有利因素，成为具有吸引力的投资选择 [1] 股价表现 - 过去三个月股价上涨32%，超越行业19.8%的涨幅 [2][7] - 股价表现优于Zacks运输-航运行业指数 [2] 评级与投资机会 - 当前Zacks评级为2（买入），VGM得分为B [4] - 行业排名位列前12%（Zacks行业排名29/245） [8] 盈利表现与预期 - 过去四个季度盈利均超预期，平均超出5.02% [5] - 2025年第二季度盈利预计同比增长11.19%，全年预计增长18.38% [5] - 2025年每股收益（EPS）预计同比增长9.55% [7] 财务状况 - 2025年第一季度现金及等价物5100万美元，超过当前债务700万美元 [10] - 流动比率1.58，高于行业1.31及上季度1.45 [10] 股东回报 - 2024年回购160万股，价值1.746亿美元 [11] - 截至2025年4月30日回购1,258,031股，均价99.16美元，总价值1.247亿美元 [11] 行业与市场环境 - 海洋运输板块受益于定价提升、驳船利用率增加及合同与现货价格改善 [9] 其他相关公司 - Air Lease Corporation (AL)：2025年盈利预期上调2.4%，预计增长9.6% [14] - SkyWest, Inc. (SKYW)：过去四个季度盈利均超预期，平均超出17.1% [15]

公司业绩表现 - 2025财年第一季度可比销售额增长2.9%，主要由平均客单价提升和交易量小幅增长驱动 [1][7] - 香氛和健康品类表现强劲，香氛实现两位数增长，身体护理和防晒品类实现高个位数增长 [1][7] - 美妆品类可比销售额小幅下滑，主要受大众彩妆疲软影响 而护发品类整体持平，大众护发和工具下滑抵消了染发和配饰的增长 [1][7] 销售渠道与运营 - 电商渠道销售额增长约10%，实体店可比销售额实现低个位数增长 [2][7] - 平均客单价增长2.3%，主要受平均售价提升推动 但每笔交易商品数量有所下降 [2][7] - 促销活动更加规范，通过消除重叠优惠和利用会员数据提升运营效率 [2] 财务与市场表现 - 公司股价过去三个月上涨39.3%，跑赢行业28.7%的涨幅以及标普500指数23.3%的涨幅 [4] - 当前股价477.79美元，较52周高点491.98美元低2.9% 技术指标显示股价位于50日和200日均线之上，分别为433.08美元和395.59美元 [8][12] - 公司远期市盈率19.57倍，高于行业平均17.94倍 反映市场对其业务稳定性的认可 [9] 盈利预期与调整 - 当前季度每股收益预期从7天前的4.91美元下调至4.87美元 当前财年预期从23.55美元下调至23.39美元 [11][14] - 2025财年可比销售额预期为持平至增长1.5% 下半年预计在低个位数下滑至小幅增长之间波动 [3] 行业其他公司表现 - European Wax Center当前财年盈利预期同比增长35.6% 上一季度盈利超预期186.9% [15] - Stitch Fix当前财年盈利预期增长71.7% 过去四个季度平均盈利超预期51.4% [16] - Canada Goose当前财年盈利预期增长10% 过去四个季度平均盈利超预期57.2% [17]

Key Takeaways CME will debut FX Tape to offer a centralized view of FX liquidity and reference pricing. The service aggregates trade data from over 1,400 institutions across multiple FX venues. FX Tape supports real-time mid-price updates and aligns with rising demand for transparency.CME Group (CME) recently announced that it is gearing up to launch CME FX Tape+ later this year. The leading derivatives marketplace’s primary objective with FX Tape+ is to provide centralized reference prices and a comprehe ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric tha ...

Investors with an interest in REIT and Equity Trust - Other stocks have likely encountered both Strawberry Fields REIT, Inc. (STRW) and National Health Investors (NHI) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision tr ...

行业分析 - 建筑产品-重型建筑行业中的两家公司Great Lakes Dredge & Dock(GLDD)和Dycom Industries(DY)被投资者关注 [1] - 两家公司均获得Zacks Rank 1(强力买入)评级 表明盈利前景改善 [3] 价值投资评估方法 - 价值投资需结合Zacks Rank评级与价值风格评分系统中的价值类别等级 [2] - 价值评估指标包括市盈率(P/E) 市销率(P/S) 盈利收益率 每股现金流等传统指标 [4] 公司估值比较 - GLDD远期市盈率为12.61 DY为26.19 [5] - GLDD PEG比率为1.05 DY为1.43 [5] - GLDD市净率为1.69 DY为5.72 [6] 投资价值结论 - GLDD获得价值评级A DY获得D评级 [6] - 基于估值指标比较 GLDD当前更具投资价值 [6]

Investors interested in stocks from the Technology Services sector have probably already heard of TTEC Holdings (TTEC) and MeridianLink (MLNK) . 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 proven Zacks Rank puts an emphasis on earnings estima ...

Investors looking for stocks in the Medical - Instruments sector might want to consider either Fresenius (FMS) or RxSight, Inc. (RXST) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with strong earnings estimate revision trends, and our St ...