Axis Capital (AXS) came out with quarterly earnings of $3.29 per share, beating the Zacks Consensus Estimate of $2.88 per share. This compares to earnings of $2.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +14.24%. A quarter ago, it was expected that this insurance company would post earnings of $2.64 per share when it actually produced earnings of $3.17, delivering a surprise of +20.08%.Over the last four quarters, the ...

公司业绩表现 - 季度每股收益0.3美元 超出Zacks共识预期0.23美元 同比上年0.24美元增长25% [1] - 营收1.04亿美元 超预期5.91% 同比上年9970万美元增长4.3% [3] - 连续四个季度均超EPS和营收预期 最近两季度盈利惊喜分别达30.43%和35.29% [2][3] 市场表现与估值 - 年初至今股价下跌7% 同期标普500指数上涨8.6% [4] - 当前Zacks评级为3(持有) 预计短期表现与市场持平 [7] - 下季度共识预期EPS 0.27美元/营收9870万美元 全年预期EPS 1美元/营收3.943亿美元 [8] 行业比较 - 所属制造业-通用工业行业在Zacks行业排名中位列前11% 历史数据显示前50%行业表现是后50%的两倍以上 [9] - 同业公司Graham预计季度EPS 0.25美元(同比-24.2%) 营收5518万美元(同比+10.5%) 将于8月5日公布财报 [10][11] 未来关注点 - 管理层在财报电话会中的评论将影响股价短期走势 [4] - 需跟踪后续盈利预期修正趋势 历史显示其与股价变动高度相关 [6] - 当前盈利预测修订趋势呈现混合状态 需观察财报发布后的调整方向 [7]

Red Rock Resorts (RRR) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +137.50%. A quarter ago, it was expected that this company would post earnings of $0.47 per share when it actually produced earnings of $0.8, delivering a surprise of +70.21%.Over the last four quarters, the company ...

Expand Energy (EXE) came out with quarterly earnings of $1.1 per share, missing the Zacks Consensus Estimate of $1.14 per share. This compares to earnings of $0.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -3.51%. A quarter ago, it was expected that this oil and gas company would post earnings of $1.85 per share when it actually produced earnings of $2.02, delivering a surprise of +9.19%.Over the last four quarters, the ...

Shutterstock (SSTK) came out with quarterly earnings of $1.19 per share, missing the Zacks Consensus Estimate of $1.65 per share. This compares to earnings of $1 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -27.88%. A quarter ago, it was expected that this online marketplace for royalty-free images and videos would post earnings of $1.26 per share when it actually produced earnings of $1.03, delivering a surprise of -18.25% ...

业绩表现 - 公司季度每股收益为4 08美元 低于市场预期的4 84美元 同比去年同期的6 8美元大幅下降 [1] - 本季度业绩意外率为-15 7% 上一季度为-0 96% [1] - 季度营收达1116 2亿美元 略超市场预期0 06% 同比增长13% [2] 市场反应 - 公司股价年初至今下跌44 2% 同期标普500指数上涨8 6% [3] - 当前Zacks评级为4级(卖出) 预计短期内表现将弱于大盘 [6] 行业状况 - 所属医疗HMO行业在Zacks行业排名中处于后4%位置 [8] - 同行Cigna预计季度每股收益7 14美元 同比增长6 3% 营收预期626 9亿美元 同比增长3 7% [9][10] 未来展望 - 下季度EPS预期为4 93美元 营收预期1131 3亿美元 本财年EPS预期21 15美元 营收预期4485 3亿美元 [7] - 业绩电话会中管理层评论将影响股价短期走势 [3] - 盈利预期修订趋势目前呈不利态势 [6]

智通财经APP获悉，荷兰皇家飞利浦公司(PHG.US)轻微上调了经调整后经营利润率预期。该公司表 示，贸易战带来的实际影响并未如先前担忧的那般严重。这家荷兰医疗科技企业目前预计，全年经调整 后营业利润率将处于11.3%至11.8%区间，较此前预期提升50个基点。 今年2月的一份报告显示，飞利浦主营消费电子、家电及医疗设备业务，去年仅在美国缴纳的关税就高 达3800万欧元。报告还指出，该公司将通过关税减免措施及《内罗毕议定书》(该议定书规定，部分用 于治疗慢性病的设备可享受关税豁免)来降低关税影响。 美国是飞利浦最大的市场，预计约占其2024年销售额的40%，纳税额的三分之一。该公司从中国进口多 种产品，包括呼吸机面罩、电动剃须刀、牙刷等设备，同时从欧洲采购医疗器材。 今年5月，这家阿姆斯特丹上市公司曾下调年度盈利预期，当时其将原因归咎于应对关税产生的成本， 并预估相关损失最高可达3亿欧元。 当时，该公司在发布第一季度财报时表示，尽管该季度销售额略高于预期，仍下调了全年核心利润预 期，预计调整后的息税及摊销前利润率(EBITA)将在10.8%至11.3%之间，低于此前预测的11.8%至 12.3%。公司表示，尽 ...

HomeStreet (HMST) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of $0.05. This compares to a loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -420.00%. A quarter ago, it was expected that this real estate lender would post a loss of $0.07 per share when it actually produced a loss of $0.15, delivering a surprise of -114.29%.Over the last four quarters, the company has not be ...

Nucor (NUE) came out with quarterly earnings of $2.6 per share, missing the Zacks Consensus Estimate of $2.62 per share. This compares to earnings of $2.68 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.76%. A quarter ago, it was expected that this steel company would post earnings of $0.68 per share when it actually produced earnings of $0.77, delivering a surprise of +13.24%.Over the last four quarters, the company has s ...

Universal Health Services (UHS) came out with quarterly earnings of $5.35 per share, beating the Zacks Consensus Estimate of $4.85 per share. This compares to earnings of $4.31 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +10.31%. A quarter ago, it was expected that this hospital and health facility operator would post earnings of $4.36 per share when it actually produced earnings of $4.84, delivering a surprise of +11.01%. ...