For the quarter ended September 2025, Hamilton Lane (HLNE) reported revenue of $190.88 million, up 27.3% over the same period last year. EPS came in at $1.54, compared to $1.07 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $166.82 million, representing a surprise of +14.43%. The company delivered an EPS surprise of +42.59%, with the consensus EPS estimate being $1.08.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- ...

Key Takeaways Ormat posted Q3 adjusted EPS of 41 cents, topping estimates by 10.8% despite a 2.4% yearly drop.Revenues rose 17.9% to $249.7M, driven by gains in electricity, product and energy storage.ORA lifted 2025 revenue guidance to $960-$980M and expects adjusted EBITDA of $575-$593M.Ormat Technologies Inc. (ORA) reported third-quarter 2025 adjusted earnings per share of 41 cents, which surpassed the Zacks Consensus Estimate of 37 cents by 10.8%. However, the bottom line decreased 2.4% from 42 cents in ...

Key Takeaways Unum Group's Q3 operating income fell 1.8% to $2.09 per share, missing estimates by 2.7%. Revenues rose 5% to $3.4B, led by higher premium income and strength in Colonial Life and U.K. units. Book value per share climbed 8.7% to $64.56, while liquidity reached $2B and buybacks totaled $253.3M. Unum Group’s (UNM) third-quarter 2025 operating net income of $2.09 per share missed the Zacks Consensus Estimate by 2.7%. The bottom line decreased 1.8% year over year.The quarterly results reflected hi ...

Key Takeaways Goodyear posted Q3 EPS of 28 cents, beating estimates but down from 37 cents a year ago.Revenues slipped 3.7% year over year to $4.65B amid lower tire volumes of 40 million units.The Americas saw weaker results, while EMEA gained on favorable pricing and currency moves.Goodyear Tire (GT) reported adjusted earnings per share of 28 cents in the third quarter of 2025, which surpassed the Zacks Consensus Estimate of 15 cents. The company reported earnings of 37 cents per share in the year-ago quar ...

For the quarter ended September 2025, Bowhead Specialty Holdings Inc. (BOW) reported revenue of $143.93 million, up 23.3% over the same period last year. EPS came in at $0.47, compared to $0.38 in the year-ago quarter.The reported revenue represents a surprise of +2.89% over the Zacks Consensus Estimate of $139.9 million. With the consensus EPS estimate being $0.40, the EPS surprise was +17.5%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...

第三季度，Spotify核心付费业务表现稳健：付费订阅收入同比增长9%至38.3亿欧元，高于市场预期的 37.6亿欧元；月活跃用户达7.13亿人，高于预估的7.106亿人；付费订阅用户达2.81亿人(预期2.8091亿)； 广告支持用户达4.46亿人，同样略高于预期。 Spotify预计第四季度经营利润将达到6.2亿欧元，高于媒体一致预期的6.053亿欧元；毛利率预计为 32.9%，同样高于市场预估的32.5%。 来源：智通财经网 周二，Spotify Technology(SPOT.US)公布三季度财报及四季度业绩指引，多项核心指标超出市场预期， 推动股价在盘前交易中一度上涨6%， ...

Meta Platforms Inc (META) - 公司股价较前期高点下跌近20% [1] - 第三季度业绩表现积极 但第四季度营收指引为560亿至590亿美元 低于分析师预估的5721亿美元 [1] - 公司提高了2025财年的资本支出指引 [1] - 公司股价周一收盘下跌16%至63771美元 [6] S&P Global Inc (SPGI) - 公司第三季度业绩超预期 调整后每股收益为473美元 超过分析师预期的441美元 同比增长216% [2] - 公司股价在周一交易时段上涨2% 收盘报49702美元 [6] IDEXX Laboratories Inc (IDXX) - 公司股价突破2021年高点 第三季度业绩超预期并上调2025年业绩展望 [3] - 第三季度调整后每股收益为322美元 同比增长15% 超过313美元的普遍预期 [3] - 第三季度销售额为1105亿美元 超过1073亿美元的普遍预期 报告基础上增长13% 有机增长12% [4] - 业绩增长由伴侣动物群业务推动 报告增长14% 有机增长12% 以及家禽和奶制品业务收入报告增长17% 有机增长14% [4] - 公司股价周一大涨148% 收盘报72294美元 [6]

公司概况 - 公司总部位于俄克拉荷马州塔尔萨，是能源行业的关键参与者，专注于天然气处理和运输 [1] - 公司提供能源输送所需的关键基础设施，并与其它能源巨头竞争 [1] 2025年第三季度业绩 - 每股收益为0.49美元，略低于预期的0.51美元 [2][6] - 营收约为29.2亿美元，超过预期的28.8亿美元 [2][6] - 营收超预期凸显了公司的运营效率和战略执行能力 [2] 财务指标与估值 - 市盈率为29.69，显示投资者对其未来盈利潜力有信心 [3] - 市销率为6.43，企业价值与销售额比率为8.90，表明市场给予其溢价估值 [3] - 收益率为3.37%，代表每投资一美元所产生的收益 [4] 财务健康状况 - 债务权益比为2.30，表明公司对债务的依赖度较高 [4][6] - 流动比率为0.54，暗示用短期资产覆盖短期负债存在挑战 [4] - 尽管存在财务挑战，但强劲的季度业绩为未来成功奠定基础 [5]

公司业绩表现 - OppFi Inc 最近报告了又一个强劲的季度盈利业绩 [1] 公司股价表现 - 尽管业绩强劲 但公司近期股价走势却表现疲软 [1] - 公司股价近期出现回调 [1] 股价回调因素 - 股价回调的因素包括公司对信贷市场的风险敞口 [1] - 市场存在不确定性 这也是导致股价回调的因素之一 [1]

财报周核心公司 - 本周有多家大型科技公司发布财报 包括Palantir Technologies、Advanced Micro Devices、Robinhood Markets、Uber Technologies、Qualcomm、Applovin、Shopify、Arm Holdings、Arista Networks和DataDog [1] 预期股价波动幅度 - Palantir在周一财报发布后预期股价波动幅度为10.4% [4] - Advanced Micro Devices在周二财报发布后预期股价波动幅度为9.0% [4] - Uber Technologies在周二财报发布后预期股价波动幅度为7.4% [4] - Shopify在周二财报发布后预期股价波动幅度为11.2% [4] - Arista Networks在周二财报发布后预期股价波动幅度为10.8% [4] - Robinhood Markets在周三财报发布后预期股价波动幅度为10.2% [4] - Qualcomm在周三财报发布后预期股价波动幅度为6.8% [4] - Applovin在周三财报发布后预期股价波动幅度为14.0% [4] - Arm Holdings在周三财报发布后预期股价波动幅度为10.7% [4] - DataDog在周四财报发布后预期股价波动幅度为9.6% [5] 期权交易策略 - 看跌的交易者可以考虑在预期波动范围之外卖出看涨期权价差 [5] - 看涨的交易者可以考虑在预期波动范围之外卖出看跌期权价差 或对于风险承受能力较高的交易者可以考虑卖出裸看跌期权 [5] - 中性的交易者可以考虑铁鹰价差策略 在财报期交易铁鹰价差时 最好将空头行权价设在预期波动范围之外 [6]