Key Takeaways Essential Utilities' Q3 EPS rose 32% to 33 cents, beating estimates by 22.2%.Revenues grew 9.6% to $476.97 million, driven by higher water and gas rates.The company agreed to merge with American Water Works, forming a $40B utility leader.Essential Utilities Inc. (WTRG) reported third-quarter 2025 operating earnings per share (EPS) of 33 cents, which beat the Zacks Consensus Estimate of 27 cents by 22.2%.EPS improved 32% from the year-ago quarter’s figure. The year-over-year rise was driven by ...

Teva Pharmaceutical Industries Ltd. (NYSE:TEVA) reported its third-quarter 2025 financial results on Wednesday, with total revenue of $4.48 billion, beating analysts' expectations of $4.35 billion, according to Benzinga Pro.Revenues increased 3% year-over-year in U.S. dollars or 1% in local currency.Key brands continue to drive growth, with revenues up 33% in local currency to $830 million.Austedo (Huntington’s disease drug) sales increased 38% to $618 million. Increasing Austedo 2025 revenue outlook to $2. ...

DNOW (NYSE:DNOW) Q3 2025 Earnings Call November 05, 2025 09:00 AM ET Speaker0Good morning. My name is Van and I will be your conference operator today. At this time I would like to welcome everyone to the DNOW third quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the Speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press R followed by the number one on your telephone k ...

The education services provider's latest quarterly report reflected its largely steady but unspectacular performanceKey Takeaways:New Oriental Education reported revenue for its fiscal quarter through August reached $1.52 billion, up 6% year-on-yearThe education services provider's revenue for its fiscal year through May is expected to reach up to $5.4 billionAs report cards go, the latest quarterly update from New Oriental Education & Technology Group Inc. (NYSE:EDU) (9901.HK) won't earn the company any go ...

THIRD QUARTER 2025 Earnings Conference Call Presentation NOVEMBER 5, 2025 FORWARD LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are based on our current expectations, beliefs, and assumptions, and are not guarantees of future performance. Forward-looking stat ...

涉及的行业与公司 * 公司为药明合联（WuXi XDC，股票代码2268 HK），属于医药研发外包（CRO/CDMO）行业，专注于抗体偶联药物（ADC）及其他生物偶联药物（XDC）领域 [1][2][3] 核心观点与论据 业务表现与财务指引 * 订单增长势头强劲，新订单在2025年上半年同比增长48%，客户需求旺盛，尤其来自北美客户（占上半年订单积压的一半以上）[2][3] * 公司重申全年收入同比增长45%的指引，增长主要受新订单驱动，当前限制主要来自产能扩张 [2][3] * 预计2025年下半年毛利率将低于上半年的36.1%，管理层给出的全年毛利率指引约为33%，反映了计划中的维护成本和新增产能爬坡带来的阶段性成本 [2][3] * 非ADC管线也在扩张，新型XDC（如AOC/RDC）在总分子数量中占比从2024年的33%提升至2025年上半年的42% [3] 新加坡基地进展 * 公司正与客户就新加坡新释放的产能进行积极的合同讨论，预计在年底前与现有客户敲定数份合同，2026年将有更多合同 [2][4] * 新加坡基地的GMP运营预计于2026年上半年开始，但由于制造产能需要逐步提升，管理层预计其对收入的贡献在2027年前将较为有限 [2][4] * 新加坡的运营成本预计将高于中国无锡基地，原因包括更高的固定成本、客户在后期生产阶段可能偏好进口试剂/材料导致材料成本更高、以及更高的人力成本（初级员工成本差距更大）[4][7] * 新加坡基地的定价可能设定为高于无锡基地服务的溢价，相关成本将转嫁给客户 [7] 产能与资本支出 * 公司承诺到2029年投入超过70亿元人民币的资本支出，以将药物制剂（DP）和有效载荷-连接子（payload-linker）产能翻倍 [8] * 国内无锡基地：DP3已于2025年7月获得GMP放行，DP5正在建设中，目标2027年GMP放行，计划在江阴市建设专用的有效载荷/连接子设施 [8] * 新加坡基地：建设于2025年6月完工，DP4建设计划于2025年下半年启动，投产后将占总产能的三分之一和DP产能的一半 [8] * 总员工数预计从2025年上半年的2,270人增至年底的2,600-2,700人 [8] 其他重要内容 投资评级与风险 * 高盛给予公司中性评级，12个月目标价为63.3港元，基于34倍12个月预期市盈率，当前股价70.3港元意味着10%的下行空间 [9][10] * 上行风险：若最终立法仅影响联邦资助项目或药明系公司被排除在提案法案之外 [9] * 下行风险：立法情景更严峻（如排除美国收入或中国以外收入）、生物技术融资环境疲软、全球同行竞争加剧、地缘政治不确定性、关键客户/后期项目流失、产能扩张延迟、ADC候选药物临床开发风险 [9] 财务数据预测 * 高盛预测公司收入将从2024年的40.523亿元人民币增长至2025年的60.755亿元人民币（同比增长约50%）及2026年的79.715亿元人民币 [10] * 预测每股收益（EPS）从2024年的0.89元人民币增长至2025年的1.32元人民币及2026年的1.69元人民币 [10] * 预测市盈率（P/E）2025年为48.7倍，2026年为38.1倍 [10]

For the quarter ended September 2025, The Baldwin Insurance Group (BWIN) reported revenue of $365.39 million, up 7.8% over the same period last year. EPS came in at $0.31, compared to $0.33 in the year-ago quarter.The reported revenue represents a surprise of +0.3% over the Zacks Consensus Estimate of $364.32 million. With the consensus EPS estimate being $0.30, the EPS surprise was +3.33%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compar ...

LONDON--(BUSINESS WIRE)-- #Display--Display glass revenue reached a record high of JPY 270 billion in the third quarter of 2025, driven by increases in both price and demand, according to new research from Omdia. This revenue represents a 5% quarter-over-quarter (QoQ) increase and 14% year-over-year (YoY) increase. Display glass is still traded in Japanese yen. Strong revenue performance in 3Q25 reflects a significant strategic shift in the industry. After a severe recession in 2011, glass makers endured. ...

Day One Biopharmaceuticals (NasdaqGS:DAWN) Q3 2025 Earnings Call November 04, 2025 04:30 PM ET Speaker5Hello, ladies and gentlemen, and welcome to Day One Biopharmaceuticals' third quarter 2025 financial and operating results conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session. Please be advised that this conference call is being recorded. I would now like to turn the call over to your host, Joey Perrone, Senior Vice President of Fi ...

Earnings Per Share (EPS) of $0.45, beating the estimated $0.35 and marking a significant year-over-year improvement.Revenue Growth with reported revenues of $782.6 million, surpassing estimates and indicating a 12.9% increase from the previous year.Net Income and Adjusted EBITDA Surge, showcasing a robust financial performance and strong business momentum.Life Time Group Holdings, Inc. (NYSE:LTH) is a prominent player in the Leisure and Recreation Services industry. The company operates a chain of health an ...