Key Points Intel was the Nasdaq-100 index's top performer in August 2025, lifted by a rare financing deal with the U.S. government. AppLovin nearly matched Intel's gains, based on yet another analyst-stumping earnings report from the mobile marketing expert. Next comes Idexx Labs, whose pet-care products and services saw robust growth in Q2 2025. 10 stocks we like better than AppLovin › The Nasdaq-100 traded almost exactly sideways in August 2025, posting a 0.9% gain. But it wasn't a slow period ...

公司业务与运营 - 公司主要从事锌和铅等基本金属生产 在哈萨克斯坦和北马其顿运营矿山[1] - 公司专注于高效生产和成本管理以维持盈利能力 与区域内其他矿业公司竞争[1] 财务业绩表现 - 每股收益0.05美元 低于市场预期的0.11美元[2][6] - 营收9945万美元 超出市场预期的9640万美元[2][6] - EBITDA降至3990万美元 较去年同期的5160万美元下降22.7%[3][6] - 盈利下滑主要由于销售量下降和成本上升导致利润率受压[3] 市场反应与估值指标 - 股价在财报发布后下跌12% 受盈利减少、股息减半和主要矿山指引下调影响[4] - 市盈率8.03倍 显示相对盈利的估值较低[5] - 市销率1.90倍 企业价值与销售额比率1.59倍[5] - 收益率为12.46% 提供可观的投资回报[5] 财务健康状况 - 债务权益比率0.0049 表明公司对债务融资的依赖极低[4]

Adobe Inc. DBE will release earnings results for the third quarter after the closing bell on Thursday, Sept. 11.Analysts expect the San Jose, California-based company to report quarterly earnings at $5.18 per share, up from $4.65 per share in the year-ago period. Adobe projects to report quarterly revenue of $5.91 billion, compared to $5.41 billion a year earlier, according to data from Benzinga Pro.On June 12, Adobe reported second-quarter revenue of $5.87 billion, beating analyst estimates of $5.79 billio ...

A month has gone by since the last earnings report for Consolidated Water (CWCO) . Shares have added about 3.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Consolidated Water due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Consolidated Water Co. Ltd. before we dive into how investors and an ...

核心财务数据预期 - 预计第二季度每股收益为22美分 低于去年同期的29美分[1] - 预计季度营收7.3785亿美元 低于去年同期的7.719亿美元[1] - 营收同比下降约4.4% 每股收益同比下降24.1%[1] 股价表现与市场动向 - 近期股价单日上涨11.1% 收于4.41美元[2] - UBS分析师将目标价从3美元上调至4美元 维持中性评级[7] - Telsey Advisory维持4美元目标价和市场表现评级[7] 公司近期运营状况 - 第一季度财报未达市场预期[2] - 因宏观经济不确定性撤回2025财年业绩指引[2] - 分析师准确率分别为74%和64%[7]

核心财务表现 - 第二季度非GAAP每股收益达3.63美元 超出市场预期61.3% 同比大幅增长77% [1] - 营收同比下降3%至17.7亿美元 低于市场预期的18.6亿美元 主要因新业务授标延迟和合同增长放缓 [3] - 调整后EBITDA增长9%至1.85亿美元 利润率从去年同期的9.4%提升至10.5% [7] 细分业务表现 - 国防与情报部门营收占比77.7%达13.7亿美元 同比下降2.9% [4] - 民用部门营收占比22.2%为3.95亿美元 同比下降2% [4] - 当季净预订额26亿美元 订单出货比为1.5 未交付订单总额232亿美元中36亿美元已获资金支持 [5] 盈利能力与成本控制 - 非GAAP运营收入同比增长至1.82亿美元 运营利润率提升100个基点至10.3% [6] - 销售及行政费用下降2.6%至7500万美元 占营收比例维持在4.2% [6] - 盈利增长主要受益于税收减少和法律和解的一次性收益 [2] 现金流与资本管理 - 季度经营现金流1.22亿美元 自由现金流1.5亿美元 [9] - 上半年累计产生经营现金流2.22亿美元 自由现金流1.06亿美元 [9] - 当季斥资1.1亿美元回购股票 支付1700万美元股息 上半年累计回购2.52亿美元股票并支付3600万美元股息 [11] 财务指引调整 - 下调2026财年营收指引至72.5-73.25亿美元 原预期为76-77.5亿美元 [13] - 上调每股收益指引至9.4-9.6美元 原预期为9.1-9.3美元 [14] - 提高自由现金流预期至超5.5亿美元 原预期为5.1-5.3亿美元 [15] - 调整后EBITDA指引下调至6.8-6.9亿美元 利润率预期降至9.3-9.5% [13] 市场表现与同业对比 - 财报公布后股价单日下跌6.9% 年内累计跌幅4.9% 优于同业IT服务指数15.2%的跌幅 [3] - 公司当前Zacks评级为3级(持有) 同业中F5获强力买入评级 Qualys和Arista Networks获买入评级 [16] - Arista Networks过去12个月股价上涨79.6% F5同期上涨58% Qualys上涨9.8% [17][18]

财务表现 - 季度收入达25.3亿美元 同比增长6.5% [1] - 每股收益3.10美元 低于去年同期的3.15美元 [1] - 收入与市场预期完全一致 但每股收益超出预期9.15% [1] 运营指标 - 总门店数量784家 略低于八位分析师平均预估的786家 [4] - 总可比销售额增长1% 低于七位分析师平均预估的2.1% [4] - 总经营面积达351.1万平方英尺 超过六位分析师平均预估的348.45万平方英尺 [4] 市场表现 - 近一个月股价回报率+1% 低于标普500指数+3.6%的涨幅 [3] - 当前Zacks评级为第三级(持有) 预示近期表现可能与大盘同步 [3] - 净新增门店14家 略低于两位分析师平均预估的15家 [4]

For the quarter ended July 2025, Phreesia (PHR) reported revenue of $117.26 million, up 14.8% over the same period last year. EPS came in at $0.01, compared to -$0.31 in the year-ago quarter.The reported revenue represents a surprise of +0.7% over the Zacks Consensus Estimate of $116.45 million. With the consensus EPS estimate being -$0.07, the EPS surprise was +114.29%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine thei ...

For the quarter ended July 2025, ServiceTitan Inc. (TTAN) reported revenue of $242.12 million, representing no change compared to the same period last year. EPS came in at $0.33, compared to $0 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $229.41 million, representing a surprise of +5.54%. The company delivered an EPS surprise of +83.33%, with the consensus EPS estimate being $0.18.While investors closely watch year-over-year changes in headline numbers -- revenue ...

Ciena (CIEN) reported $1.22 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 29.4%. EPS of $0.67 for the same period compares to $0.35 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.17 billion, representing a surprise of +4%. The company delivered an EPS surprise of +28.85%, with the consensus EPS estimate being $0.52.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they co ...