公司业绩预期 - 预计季度每股收益为1.08美元 同比增长10.2% [1] - 预计营收为19.8亿美元 同比增长9.2% [1] - 过去30天内分析师将每股收益预期上调15.8%至当前水平 [1] 关键业务指标预测 - 伊利诺伊电力分销外部收入预计5.433亿美元 同比增7.4% [4] - 伊利诺伊天然气外部收入预计3.951亿美元 同比增1.1% [4] - 密苏里电力总收入预计8.2185亿美元 同比增15.1% [4] - 伊利诺伊电力分销总收入预计5.193亿美元 同比增2.6% [5] - 天然气运营总收入预计4.5992亿美元 同比增1.8% [5] - 密苏里天然气收入预计6011万美元 同比降1.5% [5] - 伊利诺伊天然气收入预计4.0024亿美元 同比增2.4% [6] - 电力运营总收入预计14.6亿美元 同比增7.2% [6] - 输电业务总收入预计1.9426亿美元 同比增5% [6] 运营数据预测 - 总电力销售量预计16855.46GWh 低于去年同期的17140GWh [7] - 密苏里运营收入预计8125万美元 显著高于去年同期的4500万美元 [7] 股价表现 - 过去一个月股价下跌1.5% 同期标普500指数下跌0.8% [7]

核心观点 - 华尔街分析师预计AvalonBay Communities(AVB)季度每股收益为2.80美元 同比增长3.7% 营收预计达7.4726亿美元 同比增长4.8% [1] - 过去30天共识EPS预期下调0.3% 反映分析师对初始预测的集体修正 [2] - 分析师预期关键指标"租金及其他收入"达7.4431亿美元 同比增长4.7% 同店经济入住率预计95.8% 低于去年同期的95.9% [5] - 折旧费用预计达2.1735亿美元 高于去年同期的2.1227亿美元 [6] 财务预期 - 季度每股收益预期2.80美元 较去年同期增长3.7% [1] - 季度营收预期7.4726亿美元 较去年同期增长4.8% [1] - 租金及其他收入预期7.4431亿美元 占营收主体的99.6% [1][5] 运营指标 - 同店经济入住率预期95.8% 较去年同期下降0.1个百分点 [5] - 折旧费用预计同比增长2.4% 反映资产规模扩大或资本支出增加 [6] 市场表现 - 过去一个月股价下跌3.2% 表现逊于标普500指数(-0.8%) [7] - 当前Zacks评级为3级(持有) 预计与整体市场表现同步 [7] 分析师行为 - 过去30天EPS共识预期下调0.3% 显示分析师态度趋于谨慎 [2] - 盈利预测修正被证实与股价短期表现存在强相关性 [3] - 建议关注具体运营指标而不仅依赖整体盈利预测 [4]

For the quarter ended March 2025, Northwest Bancshares (NWBI) reported revenue of $156.17 million, up 19% over the same period last year. EPS came in at $0.35, compared to $0.23 in the year-ago quarter.The reported revenue represents a surprise of +8.88% over the Zacks Consensus Estimate of $143.43 million. With the consensus EPS estimate being $0.25, the EPS surprise was +40.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to dete ...

For the quarter ended March 2025, COPT Defense (CDP) reported revenue of $187.86 million, down 2.8% over the same period last year. EPS came in at $0.65, compared to $0.29 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $185.72 million, representing a surprise of +1.15%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.65.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

财务表现 - 2025年第一季度营收6亿6476万美元，同比增长2.3%，超出Zacks共识预期0.39% [1] - 每股收益1.01美元，高于去年同期的0.98美元，超出分析师预期5.21% [1] - 生命科学板块净销售额3亿4040万美元，同比增长12.3%，超出分析师预期0.67% [4] - 诊断板块净销售额3亿2437万美元，同比下降6.6%，略低于分析师预期0.13% [4] 业务指标 - 生命科学板块有机收入增长2%，低于分析师平均预期的6.1% [4] - 整体有机收入增长4%，超出分析师平均预期的3.6% [4] - 诊断板块有机收入增长5%，显著高于分析师平均预期的1.5% [4] 市场反应 - 过去一个月股价表现落后大盘，累计下跌10.7%，同期标普500指数下跌4.3% [3] - 当前Zacks评级为3级（持有），预示短期表现可能与大盘持平 [3]

Wall Street analysts expect Dominion Energy (D) to post quarterly earnings of $0.77 per share in its upcoming report, which indicates a year-over-year increase of 40%. Revenues are expected to be $3.85 billion, up 6% from the year-ago quarter. The current level reflects an upward revision of 0.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Before a company ...

The upcoming report from Cardinal Health (CAH) is expected to reveal quarterly earnings of $2.15 per share, indicating an increase of 3.4% compared to the year-ago period. Analysts forecast revenues of $55.03 billion, representing an increase of 0.2% year over year. Analysts forecast 'Segment profit- Pharmaceutical and Specialty Solutions' to reach $635.77 million. Compared to the present estimate, the company reported $580 million in the same quarter last year. Analysts predict that the 'Segment profit- Gl ...

Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock. While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, ...

文章核心观点 - 华尔街分析师预测高通即将发布的季度报告中，每股收益和营收同比增长，且过去30天对本季度每股收益共识估计向上修正，还给出了高通部分关键指标的平均估计 [1][2] 分组1：季度整体业绩预测 - 预计高通季度每股收益为2.82美元，同比增长15.6% [1] - 预计高通季度营收为106.4亿美元，同比增长13.3% [1] - 过去30天对本季度每股收益共识估计向上修正1.2% [2] 分组2：特定关键指标预测 营收相关 - 预计“Revenue - QCT - Handsets”达68.7亿美元，同比变化+11.2% [5] - 预计“Revenue - QCT - Automotive”达8.8952亿美元，同比变化+47.5% [5] - 预计“Revenue - QTL”达13.5亿美元，同比变化+2.3% [5] - 预计“Revenue - QCT - IoT”达14.5亿美元，同比变化+16.5% [6] - 预计“Revenue - QCT”达92.1亿美元，同比变化+14.7% [6] - 预计“Revenues - Non - GAAP Reconciling Items”达5083万美元，同比变化+21% [6] 税前收入相关 - 预计“Income / (loss) before taxes - QTL”达9.8786亿美元，上年同期为9.33亿美元 [7] - 预计“Income / (loss) before taxes - QCT”达28.6亿美元，上年同期为22.9亿美元 [7] 分组3：股价表现与评级 - 高通过去一个月股价回报率为 - 6.8%，而Zacks标准普尔500综合指数变化为 - 4.8% [7] - 高通Zacks评级为2（买入），预计近期将跑赢整体市场表现 [7]

财务表现 - 2025年第一季度营收达7 0289亿美元 同比增长159% [1] - 每股收益046美元 显著高于去年同期的001美元 [1] - 营收超出Zacks共识预期0696亿美元 超预期098% [1] - 稀释后每股净收益006美元 超过四名分析师平均预测的005美元 [4] 细分收入 - 居民费用及服务收入14893亿美元 略高于三名分析师平均预测的14718亿美元 [4] - 租金及相关收入53814亿美元 超出分析师平均预测52749亿美元 同比增长165% [4] - 利息及其他收入1582万美元 低于分析师平均预测1697万美元 但同比暴涨1751% [4] 市场反应 - 过去一个月股价累计下跌73% 同期标普500指数下跌51% [3] - 当前Zacks评级为3级(持有) 预示短期表现可能与大盘同步 [3] 分析视角 - 关键财务指标比单纯营收/盈利数据更能准确反映公司健康状况 [2] - 将实际指标与分析师预测及去年同期对比 可更精准预判股价走势 [2]