Lincoln Electric Holdings (LECO) reported $1.06 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 7.9%. EPS of $2.47 for the same period compares to $2.14 a year ago.The reported revenue represents a surprise of +1.91% over the Zacks Consensus Estimate of $1.04 billion. With the consensus EPS estimate being $2.39, the EPS surprise was +3.35%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectatio ...

TransMedics (TMDX) reported $143.82 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 32.2%. EPS of $0.66 for the same period compares to $0.12 a year ago.The reported revenue represents a surprise of -0.76% over the Zacks Consensus Estimate of $144.93 million. With the consensus EPS estimate being $0.37, the EPS surprise was +78.38%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wal ...

财务业绩总览 - 2025年第三季度营收达11亿美元 同比增长36% [1] - 季度每股收益为278美元 相比去年同期的218美元有所增长 [1] - 营收低于市场共识预期118亿美元 造成-695%的营收意外 [1] - 每股收益低于市场共识预期301美元 造成-764%的每股收益意外 [1] 分部订单表现 - 热交换系统部门订单表现强劲 达7608亿美元 远超两名分析师平均预估的34806亿美元 [4] - 特种产品部门订单为4385亿美元 高于两名分析师平均预估的37364亿美元 [4] - 低温罐解决方案部门订单为1161亿美元 低于两名分析师平均预估的15155亿美元 [4] - 维修、服务及租赁部门订单为365亿美元 略低于两名分析师平均预估的38733亿美元 [4] 分部销售收入 - 热交换系统部门销售额为3493亿美元 超出三名分析师平均预估的31295亿美元 并实现363%的同比增长 [4] - 维修、服务及租赁部门销售额为3302亿美元 低于三名分析师平均预估的39019亿美元 同比下降84% [4] - 特种产品部门销售额为2699亿美元 低于三名分析师平均预估的34333亿美元 同比下降47% [4] - 低温罐解决方案部门销售额为1512亿美元 低于三名分析师平均预估的16833亿美元 同比下降7% [4] 订单储备 - 总订单储备为605亿美元 高于两名分析师平均预估的547亿美元 [4] - 特种产品部门订单储备为259亿美元 高于两名分析师平均预估的234亿美元 [4] - 热交换系统部门订单储备为237亿美元 高于两名分析师平均预估的206亿美元 [4] - 低温罐解决方案部门订单储备为2651亿美元 低于两名分析师平均预估的30528亿美元 [4] 近期股价表现 - 公司股价在过去一个月内下跌03% 而同期Zacks S&P 500指数上涨38% [3] - 公司股票目前Zacks评级为3级 预示其近期表现可能与整体市场同步 [3]

财务业绩总览 - 公司2025年第三季度营收为16.1亿美元，同比增长35.4% [1] - 季度每股收益为1.05美元，高于去年同期的0.91美元 [1] - 营收超出市场共识预期1.51亿美元，超出幅度为6.61% [1] - 每股收益超出市场共识预期0.90美元，超出幅度为16.67% [1] 关键运营指标表现 - 总有机增长率为3.5%，低于四位分析师平均预估的4% [4] - 佣金与费用收入为15.5亿美元，同比增长34.2%，超出五位分析师平均预估的14.7亿美元 [4] - 投资收益为5600万美元，同比增长80.7%，超出五位分析师平均预估的3298万美元 [4] - 其他收入为4200万美元，同比增长100%，超出两位分析师平均预估的2615万美元 [4] 细分业务表现 - 零售业务佣金与费用收入为8.77亿美元，高于两位分析师平均预估的8.3595亿美元 [4] - 零售业务税前收入为1.64亿美元，低于两位分析师平均预估的1.6955亿美元 [4] - 其他业务税前收入为亏损1.08亿美元，亏损幅度大于两位分析师平均预估的亏损7470万美元 [4] 近期市场表现 - 公司股价在过去一个月下跌5.7%，同期标普500指数上涨3.6% [3] - 公司股票目前获评Zacks第三级（持有），预示其短期表现可能与整体市场一致 [3]

For the quarter ended September 2025, Community Healthcare Trust (CHCT) reported revenue of $31.09 million, up 4.9% over the same period last year. EPS came in at $0.56, compared to $0.04 in the year-ago quarter.The reported revenue represents a surprise of +0.96% over the Zacks Consensus Estimate of $30.79 million. With the consensus EPS estimate being $0.54, the EPS surprise was +3.7%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare t ...

For the quarter ended September 2025, Orion Marine Group (ORN) reported revenue of $225.1 million, down 0.7% over the same period last year. EPS came in at $0.09, compared to $0.16 in the year-ago quarter.The reported revenue represents a surprise of -1% over the Zacks Consensus Estimate of $227.38 million. With the consensus EPS estimate being $0.06, the EPS surprise was +50%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

For the quarter ended September 2025, Royal Caribbean (RCL) reported revenue of $5.14 billion, up 5.2% over the same period last year. EPS came in at $5.75, compared to $5.20 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $5.17 billion, representing a surprise of -0.54%. The company delivered an EPS surprise of +1.23%, with the consensus EPS estimate being $5.68.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

For the quarter ended September 2025, Baker Hughes (BKR) reported revenue of $7.01 billion, up 1.5% over the same period last year. EPS came in at $0.68, compared to $0.67 in the year-ago quarter.The reported revenue represents a surprise of +2.61% over the Zacks Consensus Estimate of $6.83 billion. With the consensus EPS estimate being $0.61, the EPS surprise was +11.48%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

财务业绩概览 - 2025年三季报营业总收入3.29亿元，同比增长18.03% [1] - 2025年三季报归母净利润2951.68万元，同比下降3.75% [1] - 第三季度单季营业总收入1.09亿元，同比增长20.45%，归母净利润764.09万元，同比增长5.41% [1] 盈利能力指标 - 毛利率为32.7%，同比下降9.37个百分点 [1] - 净利率为8.98%，同比下降18.46个百分点 [1] - 扣非净利润2428.95万元，同比增长9.31% [1] - 去年净利率为10.31%，公司产品或服务的附加值一般 [4] 成本与费用控制 - 销售费用、管理费用、财务费用总计4873.57万元 [1] - 三费占营收比为14.82%，同比下降3.07个百分点 [1] 资产质量与现金流 - 货币资金为1.36亿元，同比大幅增长110.40% [1] - 应收账款为1.32亿元，同比增长8.09%，应收账款占最新年报归母净利润比例高达349.06% [1][3] - 每股经营性现金流为0.28元，同比增长15.38% [1] - 公司现金资产非常健康 [4] 资本结构与回报 - 有息负债为162.14万元，同比激增1221.68% [1] - 去年ROIC为4.92%，资本回报率不强，公司上市以来ROIC中位数为12.83% [4] - 每股净资产为9.0元，同比增长3.09% [1] - 每股收益为0.34元，同比下降5.56% [1] 海外业务与经营现金流 - 海外市场已初步构建覆盖欧洲、东南亚、南亚及独联体等区域的业务体系 [5] - 公司采用境外人民币结算、远期锁汇等方式降低汇率波动风险 [3] - 上半年经营活动现金流量净额下滑主要因供应商货款支付方式变更及营运费用增加 [5] 商业模式与驱动力 - 公司业绩主要依靠研发及营销驱动 [4]

财务业绩概览 - 公司第三季度营收为2.2639亿美元，同比增长7.8%，超出市场一致预期3.71% [1] - 公司第三季度每股收益为0.59美元，高于去年同期的0.48美元，并超出市场一致预期13.46% [1] - 公司股票在过去一个月下跌5.6%，表现逊于同期上涨1.3%的标普500指数 [3] 关键运营指标表现 - 净利息收入为1.6933亿美元，略高于市场预期的1.6663亿美元 [4] - 净利息收入（完全纳税等价额）为1.704亿美元，高于市场预期的1.6717亿美元 [4] - 净息差为3.2%，优于分析师平均预估的3.1% [4] 非利息收入与资产质量 - 非利息总收入为5706万美元，显著超出分析师平均预期的5138万美元 [4] - 总不良资产为3093万美元，低于分析师平均预估的3224万美元 [4] - 总非应计贷款和租赁为3093万美元，与分析师预估的3057万美元基本持平 [4] 效率与费用 - 效率比为55.3%，显著优于58.3%的市场预期，表明运营效率提升 [4] - 存款账户服务费收入为810万美元，略高于776万美元的预期 [4] - 其他服务费及手续费收入为1381万美元，高于1279万美元的市场预期 [4]