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RTX Is a Defensive Stock With Room to Grow
Yahoo Finance· 2025-10-02 16:55
Key Points RTX's stock price is up almost 45% year to date on concerns about rising geopolitical tensions as well as a recent strong quarterly report. Revenue and earnings growth accelerated last quarter, with the company's contract backlog growing even faster. Steady gains, coupled with the dividend, could lead to solid, steady returns for investors over the next year. 10 stocks we like better than RTX › RTX (NYSE: RTX), best known for its defense business, also happens to be what's known as a de ...
Costco's Strong June Sales Reinforce Its Case as a Defensive Stock
ZACKS· 2025-07-16 22:31
Costco业绩表现 - 6月净销售额同比增长8%至2644亿美元,体现会员制模式在成本敏感型消费环境中的优势[1] - 美国同店销售增长47%,加拿大和国际市场分别增长67%和109%,剔除燃油和汇率影响后全球同店销售增长62%[2][8] - 电子商务销售额显著增长115%,形成线上线下协同效应[3][8] 同业对比 - Dollar General第一季度同店销售增长24%,客单价提升27%但客流量下降03%,全年同店销售预期上调至15%-25%[5] - Target可比销售额下降38%,其中实体店销售下滑57%被数字销售47%增长部分抵消,客流量与客单价分别下降24%和14%[6] 财务数据与估值 - 公司股价过去一年上涨144%,远超行业66%的涨幅[7] - 2025财年销售与EPS预期分别增长81%和116%[8][10] - 远期市盈率达4917倍,显著高于行业平均3236倍[9] - 当前财年销售预估27497亿美元(YoY+806%),EPS预估1797美元(YoY+1155%)[13][14] - 下一财年销售预估29509亿美元(YoY+731%),EPS预估1993美元(YoY+1091%)[13][14]