Jazz Pharmaceuticals (JAZZ) is expected 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 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 Aug ...

财报发布时间 - MYR Group Inc (MYRG) 计划于2025年7月30日盘后发布第二季度财报 [1] - 上一季度公司盈利超出预期17.89% [1] 影响Q2业绩的核心因素 - 公司持续在新老市场扩张以满足客户需求增长 这一趋势可能支撑Q2盈利 [2] - 能源行业转型背景下 传统基载发电退出而清洁能源需求占比提升 公司输电与配电及工商业业务板块有望受益 [3] - 数据中心、交通基建、清洁能源、医疗及制造业回流等领域的投资热潮推动核心市场增长 [4] Q2业绩预期 - Zacks一致预期每股收益1.56美元 同比激增271.4% [5] - 预期营收8.279亿美元 同比微降0.12% [5] 量化模型预测 - 当前模型未显示公司本次财报将超预期 因缺乏正面的盈利ESP指标 [6] - 公司当前Zacks评级为3级(持有) [7] 同行业可比公司 - Essential Utilities (WTRG) 预计7月31日发布财报 盈利ESP +6.90% Zacks评级1级 长期盈利增长率5.18% Q2每股收益预期0.29美元(同比+3.57%) [8][9] - IDACORP (IDA) 预计7月31日发布财报 盈利ESP +4.55% Zacks评级2级 长期盈利增长率8.13% Q2每股收益预期1.70美元(同比-0.6%) [11] - ONE Gas Inc (OGS) 预计8月5日发布财报 盈利ESP +3.22% Zacks评级2级 长期盈利增长率5.56% Q2每股收益预期0.53美元(同比+10.4%) [12] 业绩驱动总结 - 清洁能源、数据中心及基建需求强劲推动Q2表现 [10] - 核心市场扩张与能源结构转型共同支撑盈利 [10]

公司业绩与预期 - Linde plc (LIN) 将于2025年8月1日盘前公布第二季度财报 [1] - 第一季度每股收益为3 95美元 超出Zacks共识预期3 93美元 主要受益于美洲地区定价提升和销量增长 [2] - 过去四个季度每股收益均超预期 平均超出幅度为1 10% [2] - 第二季度Zacks共识预期每股收益为4 03美元 较去年同期增长4 68% 过去30天未出现预期调整 [2] - 第二季度收入共识预期为83 5亿美元 同比增长1 04% [3] 业务表现驱动因素 - 公司是全球工业气体(氧气/氢气/氮气等)生产龙头 终端市场覆盖医疗/制造/化工炼油等领域 [4] - 长期大客户现场供气合同支撑业绩稳定性 医疗/食品饮料等抗周期行业业务提供韧性 [5] - 美洲地区运营利润共识预期为11 9亿美元 高于去年同期的11 6亿美元 [7] - 工程业务部门运营利润共识预期为1亿美元 高于去年同期的9600万美元 [7] 行业环境挑战 - 贸易政策变化和关税壁垒导致全球工业活动放缓 [6] - 美国4-5月工业产出环比持平 6月仅微增0 3% 美洲地区收入可能持平 [6] - 中国经济放缓导致工业产出下滑 欧洲宏观经济逆风削弱需求 [6] 其他相关公司业绩 - Kinross Gold (KGC) 第二季度每股收益预期0 32美元 同比增幅128 6% [12] - B2Gold Corp (BTG) 第二季度每股收益预期0 12美元 同比增幅100% [13] - The Mosaic Company (MOS) 第二季度每股收益预期0 67美元 同比增幅24 1% [14]

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. It also includes access to the Zacks Style Scores. Mome ...

The Style Scores are broken down into four categories: For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium includes access to t ...

The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days. Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the st ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor. Zacks Premium includes access to the Zacks Style ...

Zacks Premium服务概述 - 提供Zacks Rank和Zacks Industry Rank每日更新服务 [1] - 包含Zacks第一顺位名单、股票研究报告和高级选股筛选器功能 [1] - 集成Zacks风格评分系统作为核心分析工具 [1] Zacks风格评分系统架构 - 基于价值、增长和动量三大投资特性对股票进行A-F评级 [2][3] - 价值评分侧重市盈率、PEG比率、市销率及现金流倍数等估值指标 [3] - 增长评分分析预测收益、历史销售额和现金流等财务健康度指标 [4] - 动量评分追踪周度价格变动和盈利预期月度百分比变化 [5] - VGM综合评分整合三大风格评分形成加权综合评级 [6] 评分系统与Zacks Rank协同机制 - Zacks Rank基于盈利预测修正模型 自1988年来第一顺位股票年均回报率达+23.75% [7] - 每日有超过200家强买入评级和600家买入评级股票 [8] - 最优选股策略为选择Zacks Rank第1-2顺位且风格评分A-B级的股票 [9] - 即使持有评级股票也需确保具备A-B级评分以保障上行潜力 [9] - 卖出评级股票即使评分优异仍存在盈利预测下滑风险 [10] 教堂与德怀特公司案例分析 - 该公司为1846年成立的家居用品制造商 是美国小苏打主要生产商 [11] - 当前Zacks Rank评级为持有 但VGM综合评分达到B级 [11] - 增长评分获A级 预示本财年盈利将实现1.2%同比增长 [12] - 过去60天内有一位分析师上调2025财年盈利预期 共识预期维持每股3.48美元 [12] - 历史平均盈利意外达到+7.3% 显示持续超预期能力 [12]

核心观点 - Enovix公司年内股价上涨38.6% 显著超越计算机与科技行业11.3%的平均涨幅及所属电子杂项产品行业14.8%的平均涨幅 [4][6] - 公司获得Zacks买入评级（2） 全年盈利预期在过去一个季度内上调3.5% [3][4] - 同属科技行业的Genius Sports公司年内上涨19.3% 盈利预期三个月内上调5.6% 同样获Zacks买入评级 [5] 行业表现 - 计算机与科技行业包含605家公司 在Zacks行业排名中位列第5（共16个行业组别） [2] - 电子杂项产品行业包含37支股票 行业排名第55 年内平均涨幅14.8% [6] - 网络内容行业包含12支股票 行业排名第175 年内涨幅10.9% [6] 公司比较 - Enovix公司属于电子杂项产品行业 年内38.6%的涨幅超越行业平均表现 [4][6] - Genius Sports公司属于网络内容行业 年内19.3%的涨幅超越行业10.9%的平均表现 [5][6] - 两家公司均被建议作为科技领域重点关注标的 [7]

The Utilities group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Centuri Holdings (CTRI) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Utilities sector should help us answer this question. IdaCorp (IDA) is another Utilities stock that has outperformed the se ...