Wall Street expects a year-over-year decline in earnings on higher revenues when Woodward (WWD) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 28. On the oth ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Alerus (ALRS) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 28, might help the stock move higher if these key numbers are better than expectations. On t ...

Key Takeaways The Zacks Consensus Estimate for ORC Q2 earnings is unchanged at $0.15, implying a 266.7% year-over-year jump. Higher prepayment rates are likely to have boosted net premium amortization and asset yield in Q2. Stable primary-secondary spreads may have led to a dip in ORC's book value per share.Orchid Island Capital, Inc. (ORC) is slated to report second-quarter 2025 earnings on July 24, after market close.Its first-quarter 2025 results reflected a year-over-year improvement in average asset ...

希尔顿全球控股公司2025年第二季度财报前瞻 财报发布时间与历史表现 - 公司计划于2025年7月23日开盘前公布第二季度财报 [1] - 过去四个季度每股收益均超出Zacks共识预期，平均超出幅度达4.7% [1] 第二季度业绩预期 - Zacks共识预期第二季度每股收益为2.03美元，较去年同期1.91美元增长6.3% [1] - 收入共识预期为30.6亿美元，同比增长3.6% [2] - 调整后EBITDA预计介于9.4亿至9.6亿美元之间 [6] - 经特殊项目调整后的稀释每股收益预计在1.97至2.02美元之间 [7] 业绩驱动因素 - 持续强劲的团体旅行需求和国际业务扩张势头 [3] - 高利润率的管理和特许经营费用增长推动收入表现 [4] - 豪华品牌新开业项目（如哥斯达黎加和大阪的华尔道夫酒店）增强收入 [4] - 管理和特许经营酒店收入预计同比增长6.5%至9.056亿美元 [5] - 特许和许可费用预计同比增长8.1%至7.45亿美元 [5] - 希尔顿荣誉会会员增长及中小型企业差旅稳定表现 [6] 潜在挑战 - 成本通胀、外汇逆风和大企业差旅不确定性可能影响利润 [7] - 部分市场休闲旅游需求疲软限制增长率 [7] 模型预测与评级 - 模型预测公司本次财报将超预期，因具备+2.7%的盈利ESP和Zacks排名第3 [8][9] 消费 discretionary行业其他值得关注股票 MGM国际度假村 - 当前盈利ESP为+2.45%，Zacks排名第3 [10] - 预计季度盈利同比下降36.1%，过去四个季度三次超预期，平均超25.5% [11] Boyd Gaming - 当前盈利ESP为+0.81%，Zacks排名第3 [11] - 预计季度盈利增长5.1%，过去四个季度均超预期，平均超8% [12] PENN Entertainment - 当前盈利ESP高达+26.91%，Zacks排名第3 [12] - 预计季度盈利增长61.1%，过去四个季度三次超预期，平均超13.5% [13]

公司业绩与预期 - 公司将于2025年7月23日盘后公布第二季度财报 预计无营收且每股亏损0 44美元 [1][7] - 过去四个季度业绩表现波动 两次超预期两次低于预期 平均负偏差1 93% [6] - 今年以来公司股价下跌20% 跑输行业2%的跌幅 [6] 核心管线进展 - 肥胖症药物VK2735皮下制剂启动III期VANQUISH项目 包含两项研究 目标分别招募4500名和1100名患者 [3] - VK2735口服制剂II期VENTURE-Oral Dosing研究正在进行 预计年底前公布13周数据 [4] - 双胰淀素和降钙素受体激动剂(DACRA)候选药物计划年底前提交IND申请 [5] 其他研发项目 - NASH药物VK2809和X-ALD药物VK0214将更新合作进展 [2][5] - 投资者关注内部开发DACRA项目的临床推进情况 [5] 行业对比 - Akero Therapeutics(AKRO)年内股价上涨87% 过去四季平均盈利超预期48 9% [11] - Exact Sciences(EXAS)年内股价下跌10% 预计8月6日公布财报 过去四季平均盈利超预期48 79% [12] - GSK(GSK)年内股价上涨7% 计划7月30日公布财报 过去四季均超预期 平均偏差8 61% [13]

Investors are always looking for stocks that are poised to beat at earnings season and Equifax Inc. (EFX) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Equifax is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicator ...

Key Takeaways LHX's IMS unit revenue is expected to fall 8.5% YoY, dragging on overall Q2 results. Three other segments-AR, SAS, and Communication Systems-are forecasted to post revenue growth. Earnings are projected to drop 23.5% YoY despite a slight 0.1% rise in total sales.L3Harris Technologies, Inc. (LHX) is slated to report second-quarter 2025 results on July 24, 2025, before market open.It has a trailing four-quarter average earnings surprise of 2.27%. The strong top-line performance across three of ...

Investors are always looking for stocks that are poised to beat at earnings season and East West Bancorp, Inc. (EWBC) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because East West Bancorp is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a ...

核心观点 - Raymond James将于7月23日公布2025财年第三季度财报 预计营收同比增长但盈利小幅下滑 [1] - 公司投行业务费用和交易收入有望强劲增长 但净利息收入可能下降7.2% [3][5][7] - 非利息支出预计同比增加5.9% 主要因顾问招聘和通胀压力 [9][10] 财务表现 - 第三季度每股收益共识预期为2.37美元 同比下滑近1% 营收预期3.36亿美元 同比增长4.1% [3] - 过去四个季度中有三个季度盈利超预期 平均超出幅度达7.65% [3] - 上季度盈利未达预期 主要受非利息支出增加和投行业务疲软拖累 [2] 投行业务 - 全球并购活动超预期 特朗普关税政策初期冲击后交易活动恢复 咨询费预计增长 [4] - IPO市场复苏 债券发行量稳健 承销费有望受益 共识预期投行费用2.121亿美元 同比增15.9% [5] - 实际投行费用可能达2.92亿美元 显著高于市场预期 [5] 交易业务 - 客户活动活跃 市场波动加剧 贸易战预期和利率政策推动股票、大宗商品等多资产波动 [6] - 交易收入有望实现强劲增长 [6] 净利息收入 - 美联储维持利率4.25-4.5%区间 利好净利息收入但部分被融资成本上升抵消 [7] - 利息收入共识预期9.804亿美元 同比降7.2% 实际可能达10.1亿美元 [8] - 银行贷款活动改善 银行存管计划费用将环比增长但被存款余额下降部分抵消 [8] 其他金融股 - Invesco预计7月22日公布财报 每股收益预期40美分 过去一周上调2.6% [13][14] - Lazard预计7月24日公布财报 每股收益预期38美分 过去一周上调2.7% [14]

公司业绩预告 - Ameriprise Financial将于2025年7月24日盘前公布第二季度财报 预计季度营收和盈利同比上升 [1] - 上季度盈利超Zacks共识预期 主要受营收增长及管理资产(AUM)和行政资产(AUA)规模扩大推动 但费用上升可能部分抵消积极影响 [1] - 过去四个季度中有三个季度盈利超预期 平均超出幅度为2.05% [2] 财务指标预测 - 管理和财务咨询费(占净收入60%以上)共识预期26亿美元(同比增长6%) 内部预测25.7亿美元 [3] - 分销费共识预期5.221亿美元(增3.4%) 内部预测4.937亿美元 其他收入共识1.371亿美元(增6.3%) 内部预测1.508亿美元 [4] - 净投资收益共识8.412亿美元(降8.7%) 内部预测8.992亿美元 保费及保单费用共识3.772亿美元(降1%) 内部预测3.802亿美元 [5] 资产管理规模 - 预计AUM+AUA总额将达1.49万亿美元(同比增4.4%) 内部预测1.48万亿美元 主要得益于市场动荡中仍保持资金净流入 [6] 成本结构 - 尽管加强成本管控 但技术升级和人员招聘导致总调整后运营费用预计32.4亿美元(同比增6%) [7] 盈利预期与同行比较 - 每股收益共识9美元(同比增5.5%) 近七日预期小幅上调 总营收共识43.4亿美元(增4%) [11] - 同行业Invesco(IVZ)预计7月22日公布财报 盈利预期过去一周上调2.6%至0.4美元 ESP为+1.65% [12][13] - Lazard(LAZ)同期公布财报 盈利预期过去七日上调2.7%至0.38美元 ESP为+2.21% [13]