Wall Street expects a year-over-year increase in earnings on higher revenues when Jabil (JBL) reports results for the quarter ended August 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on September 25, might help the stock move higher if these key numbers are better than expectations. ...

Thor Industries (THO) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended July 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 September 24, might help the stock move higher if these key numbers are better than expec ...

KB Home (KBH) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 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 September 24. On ...

Wall Street expects a year-over-year increase in earnings on higher revenues when AutoZone (AZO) reports results for the quarter ended August 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact 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, which is expected to be released on September 23. On ...

估值水平 - 公司股票以1.49倍远期市盈率交易 低于财产和意外险行业平均的1.54倍 金融板块的4.27倍及标普500指数的8.52倍 [1] - 公司市值达1106.1亿美元 过去三个月平均交易量为180万股 [1] - 股价277.45美元高于50日简单移动平均线274.76美元 显示强劲上升动能 [3] 股价表现 - 年初至今股价上涨0.4% 低于行业7.7%的涨幅 [4] - 基于22位分析师给出的短期目标价 平均目标价为303.18美元 较最新收盘价存在9.46%上行空间 [10] 财务预测 - 2025年收入共识预期594.1亿美元 同比增长5.6% [8] - 2026年每股收益和收入共识预期分别较2025年增长17.6%和6.3% [8] - 过去60天内12位覆盖该股的分析师中有9位上调2025年预期 5位上调2026年预期 [9] - 2025年每股收益共识预期在过去60天上调1.7% 2026年上调0.4% [9] 盈利能力 - 过去12个月净资产收益率12.3% 优于行业平均的7.6% [14] - 过去12个月投资资本回报率8% 高于行业平均的5.8% [15] - 过去四个季度每股收益均超预期 平均超出幅度达10.85% [13] 业务战略 - 专注于国内外中型企业市场潜力挖掘 加强核心及 specialty 产品组合 [7][16] - 通过战略性并购实现业务多元化 近期同意收购利宝互助在泰国和越南的保险业务 [17] - 保费收入受益于商业财产险费率提升 新业务及强劲续保保留率 [17] 资本管理 - 预计2025年第三季度经调整后净投资收入季度年化规模介于17.2亿至17.4亿美元 [18] - 连续31年增加股息 今年预计再次上调6.5% 当前股息收益率1.43%高于行业0.2%的平均水平 [20] - 强劲资本状况支持股东回报及增长计划实施 [7][18]

The market expects Lennar (LEN) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended August 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, which is expected to be released on Sept ...

核心财务预期 - 华尔街预计Research Solutions公司2025年6月季度营收将同比增长2.1%至1239万美元[1][3] - 预计每股收益为0.04美元，较去年同期大幅增长300%[3] - 收益报告定于2025年9月18日发布，实际结果与预期的对比将影响短期股价走势[1][2] 盈利预测修正趋势 - 过去30天内季度共识EPS预测保持稳定，未出现修正[4] - 覆盖分析师集体重新评估初始预测，但个体修正方向不一定反映在总体变化中[4] - 最准确估计值与Zacks共识估计值完全一致，表明近期无分析师提出差异化观点[12] 盈利惊喜预测指标 - 公司当前盈利ESP（预期惊喜预测）读数为0%，缺乏方向性指引[12] - Zacks排名为第3级（持有），与ESP组合难以预测能否超越共识EPS预期[12][13] - 研究显示正ESP读数结合Zacks排名前三级别时，预测准确率接近70%[10] 历史业绩表现 - 上一季度实际每股收益0.03美元完全符合预期，未出现惊喜或意外[14] - 在过去四个季度中，公司均未能超越共识EPS预期[15] - 历史匹配程度是分析师计算未来盈利预测时的重要参考因素[14] 股价影响因素分析 - 盈利达标与否并非股价变动的唯一决定因素，其他失望因素可能导致股价下跌[16] - 未预见的催化剂可能推动股价上涨，即使盈利未达预期[16] - 建议投资者关注盈利ESP和Zacks排名组合以提高投资成功概率[17]

核心业绩表现 - 每股收益0.33美元超出市场预期0.24美元 实现37.5%的盈利惊喜 [2][5] - 营收2.1897亿美元高于共识预期2.174亿美元 超出幅度达11.15% [3][5] - 尽管业绩超预期 但每股收益同比去年0.36美元下降 营收同比去年2.2609亿美元出现小幅下滑 [2][3] 财务健康状况 - 流动比率2.22显示流动资产是流动负债的两倍以上 流动性状况强劲 [4][5] - 债务权益比仅0.069表明公司采取保守的债务管理策略 [4] - 市销率1.40反映投资者对每美元销售收入愿意支付1.40美元 [4] 行业定位与竞争优势 - 公司专注于电子显示系统和记分牌领域 在电子产品行业占据重要地位 [1] - 通过专业化产品和服务在竞争激烈的电子行业中成功开辟利基市场 [1]

公司业绩表现 - 第二季度每股收益达到25美分 超出华尔街预期 [1] - 周三股价上涨5% 受业绩超预期推动 [1]

核心财务预期 - 预计季度每股收益为0.88美元 同比下降21.4% [3] - 预计季度营收为5.644亿美元 同比增长1.3% [3] - 共识EPS预期在过去30天内被下调4.62% [4] 盈利预测指标 - 最准确估计高于共识预期 显示分析师近期转向看好 [12] - 盈利ESP为+3.41% 结合Zacks评级第3级 预示大概率超越预期 [12] - 该组合历史上产生正面盈利意外的概率接近70% [10] 历史表现记录 - 上一季度实际每股收益0.76美元 较预期0.96美元低20.83% [13] - 过去四个季度中 有两次达到共识EPS预期 [14] 市场影响机制 - 实际数据超预期可能推动股价上涨 低于预期则可能导致下跌 [2] - 盈利ESP正值为盈利超预期的强预测指标 负值则预测效力较弱 [9][11] - 管理层在财报电话会中的业务讨论将决定价格变动的可持续性 [2]