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Tetra Tech Wins $248M Architect Engineering Contract From USACE
ZACKS· 2025-07-09 23:06
Key Takeaways TTEK won a $248M USACE contract for A-E services at U.S. military bases in the EUCOM region. The five-year deal includes design, planning, 3D modeling and engineering across eight countries. Tetra Tech recently secured multiple large contracts supporting global infrastructure projects.Tetra Tech, Inc. (TTEK) recently secured a $248 million contract from the U.S. Army Corps of Engineers (USACE), Europe District, to offer architect-engineer (A-E) services for U.S. military bases in the EUCOM r ...
What's Behind the Rebound in Tesla China's Deliveries in June?
ZACKS· 2025-07-09 23:06
Key Takeaways TSLA sold 61,484 vehicles in China in June, up 59.3% from May and 3.75% year over year. Model Y led sales with 51,253 units in June, rising nearly 30% from May and 16.6% year over year. Tesla cut exports 56.2% from May, shifting focus to China, where domestic sales made up 67.2% in Q2.Tesla (TSLA) sold 61,484 vehicles in China in June, up 59.3% from 38,588 units in May 2025 and 3.75% from 59,261 units sold in June 2024, per CNEV Post. This was Tesla’s second-highest monthly domestic total in ...
Can Centrus Energy Scale Fast Enough to Meet Surging HALEU Demand?
ZACKS· 2025-07-09 23:06
Centrus Energy (LEU) 里程碑与合同进展 - 公司成功向美国能源部(DOE)交付900公斤高丰度低浓铀(HALEU),完成三阶段合同中第二阶段[1] - 2022年与DOE签订合同,已在第一阶段和第二阶段累计交付920公斤,并进入第三阶段[3] - 2025年6月20日获得DOE合同延期至2026年6月30日,并可能根据联邦拨款再延长8年[3] HALEU市场与技术优势 - 公司是西方世界唯一HALEU浓缩供应商,该燃料铀浓度达5%-20%,具有效率提升、燃料周期延长和废料减少等优势[2] - HALEU市场价值预计从2025年2.6亿美元增长至2035年62亿美元[4] - 公司拥有核管理委员会颁发的HALEU浓缩许可,具备显著先发优势[4] 产能扩张与竞争格局 - 计划扩大俄亥俄州生产基地以满足HALEU和低浓铀的国内需求[4] - 主要竞争对手为政府控股企业:法国Orano、俄罗斯Rosatom/TENEX、英德荷Urenco和中国CNEIC[5] 铀矿行业动态 - Energy Fuels (UUUU)加速开发长期项目,目标年产600万磅铀,其Pinyon Plain矿或成美国史上最高品位铀矿[6] - Ur Energy (URG)在怀俄明州运营Lost Creek项目(年产能120万磅),2025年Q1产铀83,066磅,并获准扩建至双矿运营(Shirley Basin年产能100万磅)[7] 财务表现与估值 - 公司股价年内上涨161%,远超行业9.8%的涨幅[8] - 2025年共识EPS预期3.48美元(同比降22.15%),2026年预期2.82美元(同比降18.82%)[11] - 过去60天2025年EPS预期上调37.01%,2026年上调9.73%[14]
Why AES Corp. Stock Popped Today
The Motley Fool· 2025-07-09 23:03
AES公司潜在收购动态 - 电力公司AES Corp股价连续两周上涨16% 因市场传闻公司可能被大型投资机构收购 [1] - 潜在收购方包括Brookfield Asset Management和BlackRock旗下Global Infrastructure Partners两家投资机构 [3] - 收购逻辑包括:AI数据中心电力需求增长主题 以及股价较一年前仍下跌38%的估值吸引力 [3] AES估值分析 - 估值倍数显著低于历史水平:静态市盈率6倍 远期市盈率5倍 [4] - 企业价值计算显示高杠杆风险:净债务达300亿美元 叠加79亿美元市值后企业价值373亿美元 [5] - 企业价值/盈利比达27倍 且公司自由现金流为负值 [5] 行业投资逻辑 - AI算力需求爆发推动电力基础设施成为并购热点标的 [3] - 公用事业板块出现估值分化 部分标的因高负债导致市场定价差异 [5]
Allegion Boosts Access Solutions Portfolio With Waitwhile Acquisition
ZACKS· 2025-07-09 23:01
收购交易 - Allegion plc通过子公司完成对Waitwhile Inc的收购 交易财务条款未披露[1] - Waitwhile总部位于旧金山 提供基于云的预约排期和队列管理SaaS解决方案 其虚拟候补名单平台具备实时状态更新、即时通讯和分析功能[2] 收购战略 - 此次收购符合公司通过并购扩大市场份额和客户群的战略 将增强非住宅市场的软件能力和数字门禁解决方案组合[3] - 收购将整合Waitwhile的实时更新和数据分析功能 提升人群管理能力并减少等待时间[3] - 2025年7月公司完成对Gatewise Incorporated的收购 强化电子锁和Zentra多户门禁产品线[4] - 同期收购ELATEC以增强非住宅市场的全球电子产品组合 并入国际业务部门[4] 近期收购活动 - 2025年6月收购Novas增强门五金产品线 并入国际业务部门[5] - 2025年4月收购Trimco Hardware及其品牌资产 通过专业解决方案和创新能力强化美洲部门门框产品组合[5] - 2025年3月收购澳大利亚Lemaar Pty Ltd 增强当地安防和无障碍产品线 并入国际部门[6] - 2025年2月收购Next Door Company扩展门框产品组合 并入美洲部门[6] 业务表现 - 美洲部门受益于教育、酒店和零售等终端市场对非住宅产品需求增长[7] - 国际部门受全球对人员和基础设施安全重视度提升推动[7] - 公司Zacks评级为2(买入) 年内股价上涨13.6% 跑赢行业8.7%的涨幅[7] 其他推荐标的 - Life360(LIF)获Zacks1评级(强力买入) 过去四季平均盈利惊喜达425% 2025年盈利预期60天内上调20%[10] - Alarm.com(ALRM)获Zacks1评级 过去四季平均盈利惊喜15.7% 2025年盈利预期60天内微升0.4%[11] - Broadwind(BWEN)获Zacks2评级 过去四季平均盈利惊喜61.1% 2025年盈利预期60天内上调14.3%[11]
Goldman Sachs (GS) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-07-09 23:01
Goldman Sachs (GS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 16. On ...
Morgan Stanley (MS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-09 23:01
摩根士丹利2025年第二季度业绩预期 - 预计季度每股收益1.95美元 同比增长7.1% 营收158.9亿美元 同比增长5.8% [3] - 过去30天共识EPS预期下调1.35% 反映分析师集体修正预期 [4] - 最准确预估低于共识预期 导致盈利ESP为-2.07% 结合Zacks排名第3级 难以预测业绩超预期 [12] 业绩公布影响机制 - 实际业绩与预期差异将显著影响短期股价走势 超预期可能推高股价 不及预期则可能导致下跌 [1][2] - Zacks盈利ESP模型通过对比最新修正预估与共识预估 预测业绩偏离方向 正向ESP结合Zacks排名前三级时预测准确率近70% [8][10] - 历史数据显示公司过去四个季度均超预期 最近一季度超预期幅度达16.59% [13][14] 同业比较 - 富国银行预计季度EPS 1.4美元 同比增5.3% 营收207亿美元 同比持平 [18][19] - 富国银行ESP为+0.5% 结合Zacks排名第3级 更可能超预期 过去四个季度均超共识 [19] 业绩公告注意事项 - 业绩超预期或不及预期并非股价变动的唯一因素 其他催化剂可能抵消业绩影响 [15] - 建议投资者结合ESP和Zacks排名筛选潜在机会 但摩根士丹利当前不具备强吸引力 [16][17]
Alaska Air Group (ALK) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
ZACKS· 2025-07-09 23:01
The market expects Alaska Air Group (ALK) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss ...
Bank of America (BAC) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-07-09 23:01
核心观点 - 市场预期美国银行(BAC)2025年第二季度财报将呈现营收和盈利同比增长[1] - 实际业绩与预期对比将显著影响股价短期走势[1][2] - 管理层在财报电话会中的业务讨论将决定股价变动的持续性[2] 财务预期 - 预计每股收益(EPS)为0.86美元,同比增长3.6%[3] - 预计营收266.1亿美元,同比增长4.9%[3] - 过去30天共识EPS预期上调0.53%[4] 盈利预测模型 - Zacks盈利ESP模型通过对比"最准确预测"与"共识预测"来预判业绩偏离[7][8] - 正向ESP读数结合Zacks评级1-3级时,预测准确率近70%[10] - 美国银行当前ESP为-1.35%,Zacks评级为3级,预示业绩超预期概率较低[12] 历史表现 - 上季度实际EPS为0.90美元,超出预期11.11%[13] - 过去四个季度均超预期[14] 同业比较 - 摩根大通(JPM)预计EPS为4.49美元(同比+2.1%),营收435.3亿美元(同比-13.3%)[18][19] - 摩根大通ESP为+0.42%,Zacks评级3级,更可能超预期[19][20] - 摩根大通过去四个季度均超预期[20]
First Horizon National (FHN) Earnings Expected to Grow: Should You Buy?
ZACKS· 2025-07-09 23:01
First Horizon National (FHN) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 16, might help the stock move higher if these key numbers are better than e ...