财务表现 - 公司2025年第二季度营收为9亿8322万美元 同比增长3.9% [1] - 每股收益10.09美元 高于去年同期的9.65美元 [1] - 营收超出Zacks共识预期9亿5764万美元 超出幅度2.67% [1] - 每股收益超出Zacks共识预期9.58美元 超出幅度5.32% [1] 业务细分表现 - 产品净销售额7亿3424万美元 超出分析师平均预期7亿2647万美元 同比增长3.1% [4] - 服务净销售额2亿4898万美元 超出分析师平均预期2亿2994万美元 同比增长6.2% [4] - 零售净销售额5068万美元 超出分析师平均预期4783万美元 同比增长2.9% [4] - 工业净销售额3亿9463万美元 超出分析师平均预期3亿8401万美元 同比增长5.4% [4] - 实验室净销售额5亿3792万美元 超出分析师平均预期5亿2910万美元 同比增长2.8% [4] 市场表现 - 公司股价过去一个月上涨2% 略低于标普500指数2.3%的涨幅 [3] - 目前Zacks评级为3级(持有) 预计短期内表现将与大盘一致 [3] 分析要点 - 投资者关注同比变化和华尔街预期的对比 以决定投资策略 [2] - 关键业务指标更能反映公司实际经营状况 影响股价表现 [2]

财务报表中对有大幅变动的财务项目的原因说明如下：货币资金变动幅度为-41.54%,原因:本报告期原材 料采购款增加。存货变动幅度为55.11%,原因:本报告期据原料行情适当增加备货。在建工程变动幅度为 121.61%,原因:本报告期长沙总部基地项目投入增加。合同负债变动幅度为-33.63%,原因:本报告期预收 货款减少。交易性金融资产变动幅度为-33.9%,原因:本报告期金融工具公允价值变动收益减少。衍生金 融资产变动幅度为-49.51%,原因:本报告期衍生金融工具浮动盈利减少。其他流动资产变动幅度为 32.06%,原因:本报告期增值税留抵税额增加。交易性金融负债的变动原因:本报告期金融工具公允价值变 动亏损增加。衍生金融负债变动幅度为486.75%,原因:本报告期衍生金融工具浮动亏损增加。应付账款 变动幅度为77.64%,原因:本报告期应付原料款增加。应交税费变动幅度为-85.12%,原因:本报告期应交增 值税减少。预计负债变动幅度为47.94%,原因:本报告期待执行亏损合同增加。递延所得税负债变动幅度 为-37.51%,原因:本报告期内部交易未实现亏损减少。其他综合收益变动幅度为-43.53%,原因:本报 ...

Franklin Resources (BEN) reported $2.06 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 2.8%. EPS of $0.49 for the same period compares to $0.60 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2 billion, representing a surprise of +3.4%. The company delivered an EPS surprise of +2.08%, with the consensus EPS estimate being $0.48.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

For the quarter ended June 2025, Allegheny Technologies (ATI) reported revenue of $1.14 billion, up 4.1% over the same period last year. EPS came in at $0.74, compared to $0.60 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.14 billion, representing a surprise of -0.34%. The company delivered an EPS surprise of +2.78%, with the consensus EPS estimate being $0.72.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and ...

For the quarter ended June 2025, LendingClub (LC) reported revenue of $248.44 million, up 32.7% over the same period last year. EPS came in at $0.33, compared to $0.13 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $225.75 million, representing a surprise of +10.05%. The company delivered an EPS surprise of +120%, with the consensus EPS estimate being $0.15.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how th ...

财务表现 - 2025年第二季度营收42亿美元，同比下降12.5% [1] - 每股收益(EPS)为2.22美元，低于去年同期的2.50美元 [1] - 营收超Zacks共识预期1.53%(共识预期41.3亿美元)，但EPS未超预期(共识预期2.22美元) [1] 业务细分表现 高性能涂料 - 净销售额15.1亿美元，超分析师平均预期1.48亿美元，但同比暴跌50.4% [4] - 分部收入3.56亿美元，显著高于分析师平均预期的3.2783亿美元 [4] 全球建筑涂料 - 净销售额10.2亿美元，略低于分析师平均预期的10.3亿美元 [4] - 分部收入1.6亿美元，低于分析师平均预期的1.8459亿美元 [4] 工业涂料 - 净销售额16.7亿美元，超分析师平均预期的16.4亿美元，同比下降4.6% [4] - 分部收入2.27亿美元，高于分析师平均预期的2.1924亿美元 [4] 市场反应 - 过去一个月股价涨幅0.2%，跑输同期标普500指数3.6%的涨幅 [3] - 当前Zacks评级为3级(持有)，预示短期表现可能与大盘持平 [3]

For the quarter ended June 2025, Flowserve (FLS) reported revenue of $1.19 billion, up 2.7% over the same period last year. EPS came in at $0.91, compared to $0.73 in the year-ago quarter.The reported revenue represents a surprise of -1.98% over the Zacks Consensus Estimate of $1.21 billion. With the consensus EPS estimate being $0.78, the EPS surprise was +16.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectati ...

Royal Caribbean (RCL) reported $4.54 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 10.4%. EPS of $4.38 for the same period compares to $3.21 a year ago.The reported revenue represents a surprise of -0.25% over the Zacks Consensus Estimate of $4.55 billion. With the consensus EPS estimate being $4.10, the EPS surprise was +6.83%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

财务表现 - 2025年第二季度营收20.4亿美元，同比下降10%，略低于市场预期的20.5亿美元（偏差-0.77%）[1] - 每股收益1.34美元，低于去年同期的1.71美元，但超出市场预期1.24美元8.06%[1] - 不含燃油附加费收入17.9亿美元，同比下降8.5%，与市场预期持平[4] - 燃油附加费收入2.436亿美元，同比下降19.7%，低于市场预期的2.633亿美元[4] 业务细分表现 - 零担运输(LTL)收入7.037亿美元，同比下降11.4%，显著低于市场预期的7.761亿美元[4] - 整车运输收入7.1228亿美元，同比下降3.4%，优于市场预期的6.6574亿美元[4] - 物流业务收入3.9311亿美元，同比下降11.1%，低于市场预期的4.1803亿美元[4] - 加拿大零担运输量59.3万吨，低于市场预期的61.268万吨[4] - 美国零担运输量84.2万吨，与市场预期的84.142万吨基本持平[4] 运营效率指标 - 整车运输调整后运营比率90.1%，优于分析师平均预期的91%[4] - 零担运输调整后运营比率89.5%，优于分析师平均预期的91.6%[4] - 综合调整后运营比率90.5%，优于分析师平均预期的91.1%[4] - 加拿大零担业务调整后运营比率80.6%，差于分析师预期的75%[4] 市场表现 - 过去一个月股价上涨3.6%，同期标普500指数上涨4.9%[3] - 当前Zacks评级为3级（持有），预示短期表现可能与大盘同步[3]

For the quarter ended June 2025, Booz Allen Hamilton (BAH) reported revenue of $2.92 billion, down 0.6% over the same period last year. EPS came in at $1.48, compared to $1.38 in the year-ago quarter.The reported revenue represents a surprise of -0.54% over the Zacks Consensus Estimate of $2.94 billion. With the consensus EPS estimate being $1.46, the EPS surprise was +1.37%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...