Esperion Therapeutics (ESPR) is expected to deliver a year-over-year decline in earnings on lower 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 earnings report, which is expected to be released on August 5, might help the stock move higher if these key numbers are better than e ...

核心观点 - 市场预期fuboTV在2025年第二季度将实现同比扭亏为盈 但营收预计下降 实际业绩与预期对比将影响股价短期走势 [1][2] - 公司盈利预期修正趋势显示分析师近期转向悲观 结合Zacks排名第三 难以预测其能否超预期盈利 [4][12] - 行业对比显示Roku更可能实现盈利超预期 因其盈利ESP为正值且Zacks排名更高 [19][20] 财务预期 - 预计季度每股亏损0.00美元 同比改善100% 营收预期3.5445亿美元 同比下降8.9% [3] - 最准确预估低于共识预期 导致盈利ESP为-800.01% 显示分析师近期转向悲观 [12] - 过去四个季度公司均超预期盈利 最近季度实际亏损0.02美元 较预期亏损0.04美元实现50%正意外 [13][14] 行业对比 - 同业公司Roku预计季度每股亏损0.16美元 同比改善33.3% 营收预期10.7亿美元 同比增长10.8% [18][19] - Roku盈利ESP为+7.41% 结合Zacks买入排名 更可能超预期盈利 且过去四个季度均超预期 [19][20] - Roku的共识EPS预估在过去30天上调3.1% 反映分析师乐观情绪 [19] 预测模型分析 - Zacks盈利ESP模型通过对比最准确预估与共识预估值 预测实际盈利偏离程度 [7][8] - 正盈利ESP结合Zacks排名前三时 预测准确率近70% 但负值不具备预测意义 [9][10][11] - 盈利超预期并非股价变动唯一因素 其他催化剂可能抵消盈利不及预期的影响 [15][16]

Zacks Consensus Estimate This natural gas producer is expected to post quarterly earnings of $5.03 per share in its upcoming report, which represents a year-over-year change of +72.9%. Revenues are expected to be $334.57 million, up 84.7% from the year-ago quarter. Estimate Revisions Trend Gulfport Energy (GPOR) is expected to deliver a year-over-year increase 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 ...

The market expects Hamilton Lane (HLNE) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 5, might help the stock move higher if these key numbers are better ...

The market expects Harmony Biosciences Holdings, Inc. (HRMY) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on August 5, might help the stock move higher if these ...

核心观点 - 华尔街预期J&J Snack Foods在2025年6月季度营收增长但盈利同比下降 实际业绩与预期对比可能影响股价短期走势[1][2] - 公司盈利预期修正趋势与历史表现显示其近期盈利超预期概率较低 但需结合其他因素综合判断[4][12][14][17] - 同业公司BellRing Brands展现出更强的盈利超预期潜力 因积极预期修正与历史表现支撑[18][19][20] 财务预期 - 季度每股收益预期为1.74美元 同比下降12.1%[3] - 季度营收预期为4.4755亿美元 同比增长1.7%[3] - 最近30天内共识EPS预期上调0.63%[4] 预期修正分析 - 最准确预估高于共识预期0.87% 显示分析师近期转趋乐观[12] - 但公司Zacks排名为最低等级5级 削弱盈利超预期可能性[12] - 过去四个季度均未达到盈利预期 最近一季实际EPS为0.35美元 较预期0.69美元低49.28%[13][14] 同业对比 - 同业BellRing Brands预期EPS为0.49美元 同比下降9.3%[18] - 预期营收5.3185亿美元 同比增长3.2%[19] - 具备+2.06%的盈利超预期概率 结合持有评级 历史四个季度三次超预期[19][20]

This an electric vehicle automaker is expected to post quarterly loss of $0.22 per share in its upcoming report, which represents a year-over-year change of +24.1%. Lucid Group (LCID) is expected to deliver a year-over-year increase 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 ...

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]