Petrobras (PBR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this oil and gas company have returned -0.2%, compared to the Zacks S&P 500 composite's +2.7% change. During this period, the Zacks Oil and Gas - Integrated - International industry, which Petrobras falls in, has gained 4.3%. The key question now is: What could be the stock's future direction ...

Vericel (VCEL) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Speaker0Day, and welcome to the Vericel Corporation Second Quarter twenty twenty five Earnings Call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Eric Burns, Vericel's Vice President of Finance and Investor Relations. Please go ahead.Speaker1Thank you, operator, and good morning, everyone. Joining me on today's call are Vericel's President and Chief Executive Officer, Nick Colangelo and our Chief Fi ...

For the quarter ended June 2025, Merit Medical (MMSI) reported revenue of $382.46 million, up 13.2% over the same period last year. EPS came in at $1.01, compared to $0.92 in the year-ago quarter.The reported revenue represents no surprise over the Zacks Consensus Estimate of $0 million. With the consensus EPS estimate being $0.86, the EPS surprise was +17.44%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next mov ...

文章核心观点 公司2025年上半年业绩有所改善，虽营收下降但成本控制良好，净亏损收窄，财务状况稳健，确认全年营收增长目标且对下半年发展有信心 [4][5][6][11] 营收情况 - 2025年二季度营收270万欧元，低于2024年同期的350万欧元，与2024年三季度以来季度营收大致相符 [4] - 2025年上半年营收总计560万欧元，低于2024年同期的650万欧元，因2024年上半年业务活动特别活跃 [4] - 2025年上半年主要账户订单推迟至下半年，公司确认2025年全年营收增长目标 [4] 经营表现 - 2025年上半年经营业绩较2024年改善，毛利率提高1个百分点至69%，净运营成本降低3% [5] - 去年实施的成本削减措施使人员费用减少31.1万欧元（-12%），一般运营成本减少14.6万欧元（-7%） [5] 财务状况 - 与Negma债券融资相关的财务费用大幅减少，财务损失减少190万欧元至21.9万欧元 [6] - 截至2025年6月30日的六个月，净亏损收窄200万欧元至140万欧元，2024年为340万欧元 [6] - 2025年6月30日现金状况为400万欧元，自2024年12月31日以来净现金消耗0.5万欧元 [9] - 2025年上半年资本支出翻倍至80万欧元，用于完成ESP椎间盘假体生产的新工业工具 [9] - 截至2025年6月30日，金融债务为150万欧元，净现金（扣除金融债务后）总计250万欧元 [10] 发展举措 - 2025年上半年通过全球培训计划使超100名外科医生在欧洲、亚洲和拉丁美洲接受培训，为国际市场持续增长奠定基础 [11] - 2025年在印度尼西亚商业推出ESP产品系列 [11] 其他信息 - 公司设计、制造和销售用于治疗脊柱严重疾病的创新植入物和手术器械，超70%收入来自出口 [14] - 公司有超50个独立分销商的国际网络 [14] - 公司符合PEA - SME（中小企业股权储蓄计划）资格 [13]

Key Takeaways SANM's Q3 revenues rose to $2.04B, beating estimates and driven by growth across multiple end markets.Integrated Manufacturing Solutions revenue grew 11.6% Y/Y, contributing over 80% of total sales.Free cash flow more than doubled Y/Y to $168.2M, bolstering Sanmina's liquidity position.Sanmina Corporation (SANM) reported strong third-quarter fiscal 2025 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate. The California-based global electronics manufacturing ser ...

Chemed (CHE) Q2 2025 Earnings Call July 30, 2025 10:00 AM ET Company ParticipantsHolley Schmidt - VP & Assistant ControllerKevin McNamara - CEO & PresidentMichael Witzeman - EVP, CFO & ControllerBen Hendrix - Vice PresidentConference Call ParticipantsBrian Tanquilut - Senior Analyst - Healthcare Services & HCIT/Digital Health Equity ResearchJoanna Gajuk - Equity Research AnalystOperatorHello, and welcome to Chemed Corporation's Second Quarter twenty twenty five Earnings Conference Call. At this time, all pa ...

Chemed (CHE) Q2 2025 Earnings Call July 30, 2025 10:00 AM ET Speaker0Hello, and welcome to Chemed Corporation's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. I would now like to turn the conference over to Holly Schmidt. You may begin.Speaker1Good morning. Our conference call this morning will review the financial results for the 2025 ended 06/30/2025. Before ...

Key Takeaways Boosting shares over 8%, CBRE's Q2 core EPS jumped 46.9% to $1.19, topping estimates.Global leasing and property sales revenues rose double digits across major regions.2025 EPS outlook raised to $6.10-$6.20, above prior guidance range of $5.80-$6.10. CBRE Group Inc. (CBRE) reported second-quarter 2025 core earnings per share (EPS) of $1.19, ahead of the Zacks Consensus Estimate of $1.05. The reported figure also increased 46.9% year over year.Reflecting positive sentiments, shares of CBRE were ...

**BetMGM 2025年第二季度及上半年业务更新电话会议纪要** **1 公司及行业概述** - **公司**：BetMGM（由MGM Resorts和Entain合资运营）[1][2] - **行业**：在线博彩（iGaming）和在线体育博彩（OSB）[4][10] --- **2 核心财务表现** - **收入增长**： - 第二季度收入6.92亿美元（同比+36%），上半年总收入13.49亿美元（同比+35%）[3] - iGaming业务上半年收入8.91亿美元（同比+28%），OSB业务收入4.22亿美元（同比+61%）[7][10] - **盈利能力**： - 上半年EBITDA达1.09亿美元（Q2为8600万美元）[3][26] - 贡献利润（Contribution）超3亿美元，是2024年同期的4.5倍[26] - **现金流**：1.5亿美元信贷额度未使用，预计年内可向母公司返还现金[28][84] --- **3 业务亮点与战略进展** - **iGaming业务**： - 用户粘性提升：月活跃用户（MAU）增长38%，用户每月平均参与天数增加34%[7][8] - 独家内容驱动增长：如《绿野仙踪》IP老虎机游戏表现优异，未来将推出《Price is Right》等新内容[8][18] - 跨平台协同：多产品州中，10%以上OSB用户同时使用iGaming[9] - **OSB业务**： - 用户质量优化：减少低价值用户，聚焦“高端大众”（Premium Mass）群体，单用户投注额（Handle）增长27%[12][25] - 产品改进：应用速度提升40%，现场投注市场覆盖率扩大，串关投注占比提高5个百分点[13][14] - **全渠道（Omnichannel）**： - 内华达州用户增长30%，离州后继续使用的用户数量翻4倍[17][18] - 结合MGM线下资源（如NBA赛事活动）推动用户获取[16][17] --- **4 关键运营指标与趋势** - **用户行为**： - iGaming用户每月游戏次数增加，新玩家价值高于往年[7][12] - OSB用户投注频率提升24%，但平均每月促销支出减少5%[14][25] - **营销效率**： - 营销支出回报率（ROI）显著改善，上半年增量收入流转化率达66%（正常水平40-50%）[4][31] - 未来营销支出将保持稳定，不再进一步削减[15][102] --- **5 风险与挑战** - **税收影响**： - 新泽西等州税率上调，预计下半年EBITDA减少约2500万美元[30][39] - 伊利诺伊州通过提高最低投注额（至2.5美元）抵消税收成本[59][60] - **监管环境**： - 反对非法博彩（如Sweepstakes），呼吁更多州合法化iGaming[44][91] - 预测市场（Prediction Markets）存在监管不确定性，公司持观望态度[109][112] --- **6 未来展望** - **2025年指引**： - 收入上调至至少27亿美元（同比+28%），EBITDA至少1.5亿美元（同比改善4亿美元）[5][28] - Q3因NFL促销活动收入或阶段性放缓，Q4预计为全年峰值[29][30] - **中长期目标**： - 中期EBITDA目标5亿美元，预计利润率稳定在15%左右[47][34] - 2026年因阿尔伯塔省上线和税收影响，现金流转化率或低于常态[105] --- **7 其他重要信息** - **产品计划**： - 下半年推出《Family Feud》直播游戏和增强版体育投注功能（如实时SGP）[18][72] - **资本开支**：代表年化约1.5亿美元，未来可能转向云端优化[93][96] - **立法动态**：2025年iGaming法案提交数量创纪录，长期看好更多州合法化[88][89] --- **注**：所有数据及观点均引自会议记录原文，具体段落已标注对应ID。

Key Takeaways EMCOR will report Q2 results on July 31, with estimates suggesting 8.2% EPS and 11.9% revenue growth.EME's growth is fueled by data center builds, Miller Electric integration, and a $11.8B project backlog.Higher-margin mechanical services and a rebound in Industrial Services are expected to lift Q2 margins.EMCOR Group, Inc. (EME) is scheduled to report second-quarter 2025 results on July 31, before the opening bell.In the last reported quarter, EMCOR reported earnings per share (EPS) of $5.41, ...