你的房子会在市场上积灰，还是会被迅速抢购一空？Ray White最新数据揭示了房 产热销地区，以及卖家会面临漫长等待的地区。 | Capital City | 0-14 days | 15-30 days | 31-60 days | 61-90 days | 90+ days | | --- | --- | --- | --- | --- | --- | | Perth | 76% | 21% | 3% | 096 | 096 | | Brisbane | 19% | 64% | 15% | 188 | O% | | Adelaide | Oak | 39% | 57% | 2% | ર જેવ | | Sydney | 536 | 34% | 52% | 6% | 2% | | Hobart | 5% | 43% | 46% | 496 | 2% | | Melbourne | 1% | 33% | 57% | 7% | 2% | | Canberra | Oak | 11% | 68% | 20% | 1% | | Darwin | 0% | 0% | 54% | 41% | દેકર | | Aust ...

Kimberly-Clark de México, S. A. B. de C. V. (OTCPK:KCDMY) Q2 2025 Earnings Conference Call July 18, 2025 10:30 AM ET Company Participants Pablo Roberto Gonzalez Guajardo - CEO, General Director & Director Xavier Cortés Lascurain - CFO & Finance Director Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A., Research Division Antonio Hernandez Velez Leija - Actinver Casa de Bolsa, S.A. de C.V., Research Division Juan José Guzmán Calderón - Scotiabank Global Banking and Markets, Resear ...

3M (MMM) reported $6.16 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 1.6%. EPS of $2.16 for the same period compares to $1.93 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $6.12 billion, representing a surprise of +0.67%. The company delivered an EPS surprise of +7.46%, with the consensus EPS estimate being $2.01.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compar ...

Key Takeaways SNA topped Q2 EPS and revenue estimates despite earnings dipping 3.9% y/y. Tools Group sales rose 1.9%, driven by stronger U.S. demand and slight currency gains. The gross margin held at 50.5%, supported by quick-payback products and strategic execution.Snap-on Inc. (SNA) has reported second-quarter 2025 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Meanwhile, earnings declined from the year-ago period and revenues were in line with the prior-year quarter. ...

核心财务表现 - 公司第二季度调整后每股收益(EPS)为1.26美元 超出市场预期0.8% 同比增长10.5% GAAP EPS为1.01美元 较2024年同期的74美分显著提升 [2] - 全球营收达111.4亿美元 同比增长7.4% 超出预期0.6% 有机增长率为6.9% 剔除新冠相关业务后有机增长达7.5% [3] - 毛利润增长8.9%至62.9亿美元 毛利率扩大79个基点至56.4% 调整后营业利润增长15.5%至24.7亿美元 营业利润率扩大156个基点至22.2% [9][10] 业务板块表现 医疗器械 - 销售额同比增长13.4%至53.7亿美元 有机增长12.2% 糖尿病护理业务有机增长19.6% 其中连续血糖监测产品贡献19亿美元 [5][6] - 结构性心脏病业务增长11.7% 心衰业务增长14% 电生理 节律管理和神经调控业务分别增长10.3% 9.8%和4.3% [6] 营养品 - 销售额增长2.9%至22.1亿美元 有机增长3.4% 成人营养品增长6.6% 主要受益于Ensure和Glucerna品牌 [7] 诊断业务 - 销售额同比下降1%至21.7亿美元 有机下降1.4% 剔除新冠检测后有机增长0.8% 核心实验室诊断增长1.6% 但分子诊断和快速诊断分别下降3.4%和6.8% [9] 战略与研发进展 - 获得FDA批准全球首款经导管二尖瓣置换系统Tendyne 并公布AVEIR传导系统起搏临床研究的积极数据 [14] - 计划投资建设新的心血管设备制造基地 预计2028年完工 [14] 市场反应与展望 - 尽管业绩超预期 股价在盘前交易中下跌5% 主要因第三季度EPS指引1.28-1.32美元低于市场预期的1.34美元 [2][12] - 维持2025年全年EPS指引5.10-5.20美元 预计有机销售增长(不含新冠检测)为7.5-8.0% 包含新冠检测则为6.0-7.0% [11]

（图片来源：RealEstate） 买家希望获得最新房源，有些甚至愿意付费给代理，只为获取那些难以得到的非公 开挂牌房源。 据密切监控库存水平的SQM的Louis Christopher称，悉尼有6300套未 售出房源已在市场上挂牌180天以上。 旧房源数量较去年同期增长了30%。 与此同时，6月份的新挂牌房源数量同比下降了 约4%，SQM统计的新挂牌房源为12700套。 在住宅房地产市场分析中，旧房源很少受到重视。 据RealEstate网站报道，尽管被买家和大多数市场分析师忽视，但这些滞销房源在 提升库存水 平和影响价格走向方面产生着重要影响。 悉尼的旧房源数量仍远低于2019年10000套的纪录，当时总挂牌房源达到最高水 平，接近40000套，这为买家提供了大量选择，可能也让他们在谈 判中处于更有利 的地位。 悉尼买家现在有34500套房源可供选择，约18%的库存是滞销房源。 Christopher指出，旧库存的增加表明定价与买家的购买意愿和能力不匹配。 悉 尼"即便在冬季新挂牌房源减少的情况下，仍在应对滞销房源的问题"。 Christopher经常提到，在市场放缓或下行期间，旧房源通常会增加。 显然， ...

Key Takeaways AIR's Q4 adjusted EPS rose 31.8% to $1.16, beating estimates by 16%. Q4 sales grew 14.9% year over year to $754.5M, surpassing consensus by 9.2%. Segment gains and lower SG&A drove a margin rise from 9.7% to 10.5%.AAR Corp. ((AIR) reported fourth-quarter fiscal 2025 adjusted earnings of $1.16 per share, which surpassed the Zacks Consensus Estimate of $1.00 by 16%. The bottom line also improved 31.8% from the year-ago quarter’s level of 88 cents per share. (Find the latest EPS estimates and s ...

Key Takeaways RTX is set to report Q2 results on July 22, with revenue and EPS estimates showing year-over-year growth. Commercial engine and aftermarket sales likely boosted Pratt & Whitney and Collins Aerospace performance. RTX showcases strong price gains, but trades at a premium and holds lower ROE versus the peer group.RTX Corp. (RTX) is slated to release second-quarter 2025 results on July 22, before the opening bell.  The Zacks Consensus Estimate for revenues is pegged at $20.66 billion, implying 4 ...

市场环境 - 美国股市波动性可能持续 主要由于下一次降息时机不确定性 新关税政策及持续地缘政治紧张局势 [1] - 市场环境使个人投资者难以构建有效股票组合 [1] 投资策略 - 遵循经纪商建议是可行方案 因其具备深入个股理解 行业知识及宏观经济把握能力 [2] - 筛选标准包括：过去4周经纪评级净上调的前75家公司 季度盈利预期上调的前10个股 市销率最低的10%个股(从超过7,700只股票中筛选) [5] - 其他筛选条件：股价高于5美元 20日平均成交量超过10万股 市值排名前3000 排除ADR和加拿大股票 [6] 推荐个股分析 BrightSpring Health Services (BTSG) - 美国家庭及社区医疗服务平台 80%分支机构获4星以上评级 60天住院率持续下降 [6] - 2025年预期盈利增长率55.4% 收入预计较2024年增长9.1% 当前Zacks评级为买入 [7][9] GXO Logistics (GXO) - 纯合同物流供应商 受益于电子商务增长 自动化及外包趋势 成本削减措施提升盈利 [10] - 过去四个季度三次超出盈利预期 平均超出幅度3.9% 2025年收入预计增长9.9% 当前评级持有 [11] BrightView Holdings (BV) - 美国最大商业景观服务商 提供景观设计及冰雪清除服务 商业地产景观改善计划有望提升利润率 [12] - 过去四个季度三次超出盈利预期 平均超出幅度4.1% 2025年盈利预计增长10.5% 当前评级持有 [13] Bloomin' Brands (BLMN) - 业绩受益于非堂食渠道 门店改造及技术升级 菜单简化与营销策略优化形成助力 [14] - 过去60天2025年盈利预期上调1.7% 过去四个季度三次超出预期但平均幅度仅0.9% 当前评级持有 [15] Archer Daniels Midland (ADM) - 农业产品公司 受益于弹性素食饮食 营养及可持续材料等全球趋势 资产投资与技术能力建设推动增长 [16] - 过去四个季度两次超出盈利预期 当前聚焦优化 驱动及增长三大战略支柱 评级持有 [17] 筛选方法论 - 组合使用经纪商评级 盈利预期修正及估值指标(市销率)构建全面筛选策略 [4] - 市销率指标关注公司营收质量 使策略更全面 [4]

Second-quarter reported sales growth of 7.4 percent; organic sales growth of 6.9 percent or 7.5 percent excluding COVID-19 testing-related sales1 Second-quarter GAAP diluted EPS of $1.01; adjusted diluted EPS of $1.26 Reported gross margin of 52.7 percent of sales; adjusted gross margin of 57.0 percent, which reflects a 100 basis point increase Reported operating margin of 18.4 percent of sales; adjusted operating margin of 22.9 percent, which reflects a 100 basis point increaseABBOTT PARK, Ill., July 17, ...