Key Takeaways RUN is projected to post Q2 sales of $557.2M, up 6.4% year over year, driven by strong solar demand.Higher storage attachment rates may boost revenues but add battery and labor cost pressures to margins.RUN's Q2 loss estimate of 18 cents per share down from 55 cents EPS reported in the prior-year period.Sunrun Inc. (RUN) is scheduled to release second-quarter 2025 results on Aug. 6, after market close. The company reported earnings of 20 cents per share in the last reported quarter, which beat ...

Key Takeaways AXON is expected to post Q2 EPS of $1.54 on $643M revenues, up 28.3% and 27.6% year over year, respectively.TASER demand and body camera adoption are expected to lift Connected Devices revenues by 23.4% in Q2.Software and Services revenues are likely to rise 35.4%, fueled by user growth and expanding cloud offerings.Axon Enterprise, Inc. (AXON) is scheduled to release second-quarter 2025 results on Aug. 4, after market close. The Zacks Consensus Estimate for earnings is currently pegged at $1. ...

Key Takeaways TransDigm's Q3 sales are expected to rise 12.2% to $2.30 billion, fueled by strength in key business segments.The Power & Control unit is projected to post $1.20 billion in revenues, up 17.1% year over year.Airframe segment sales are forecasted to grow 9%, driven by defense demand and travel recovery.TransDigm Group Incorporated ((TDG) is slated to report third-quarter fiscal 2025 results on Aug. 5, before market open. TransDigm delivered a trailing four-quarter average earnings surprise of 5. ...

Key Takeaways ALSN is set to report Q2 earnings on Aug. 4, with EPS and revenue estimates of $2.20 and $794.43M.Robust Class 8 vocational vehicle demand likely supported ALSN's Q2 performance and 2025 outlook.Rising R&D costs tied to electrified propulsion may pressure ALSN's Q2 profits and cash flow.Allison Transmission Holdings, Inc. (ALSN) is slated to release second-quarter 2025 results on Aug. 4, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s sales and earnings is ...

Key Takeaways MA is projected to post Q2 EPS of $4.05 on $7.99B revenues, up 12.8% and 14.7% year over year, respectively.Growth in switched transactions, cross-border volumes, and value-added services likely drove Q2 performance.Higher operating expenses and incentives may weigh on margins despite strong top-line momentum.Payments giant Mastercard Incorporated (MA) is set to report second-quarter 2025 results on July 31, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported qua ...

Key Takeaways LIN is expected to post Q2 EPS Q2 earnings of $4.03 per share and $8.35B in revenues on Aug. 1.Slower industrial activity in China and Europe may have affected LIN's Q2 performance.Long-term contracts and operations in resilient end markets may have supported LIN's Q2 performance.Linde plc (LIN) is set to report second-quarter 2025 results on Aug. 1, before the opening bell.Let us delve into the factors that are likely to have influenced the performance of this global industrial gas producer. ...

Key Takeaways Moderna projects Q2 sales of $127 million and a $2.99 per-share loss ahead of its Aug. 1 earnings release.Spikevax sales are estimated to decline sharply, with limited revenue from the RSV vaccine, mResvia.Investors await news on vaccine label expansions, regulatory filings, and late-stage trial results.We expect Moderna (MRNA) to surpass expectations when it reports second-quarter 2025 earnings on Aug. 1, before the opening bell. The company’s earnings beat estimates by 13.70% in the last rep ...

Key Takeaways Eversource Energy will report Q2 results on July 31, with EPS estimated flat year over year at 95 cents.ES may benefit from new rates, lower O&M costs and advanced distribution modeling via PLF automation.Higher taxes, depreciation, and interest costs could weigh on ES' overall Q2 performance.Eversource Energy (ES) is scheduled to release second-quarter 2025 results on July 31, after market close. The company’s last reported earnings were in line with estimates. Let’s discuss the factors that ...

业绩预告 - Robinhood Markets (HOOD) 将于2025年7月30日盘后公布2025年第二季度业绩 [1] - 2025年第一季度业绩表现强劲 营收同比增长50% 主要受益于股票交易量增加 净利息收入上升及Gold订阅用户数增长 [1] - 第二季度营收预计同比增长34.2% 达到9.152亿美元 Zacks共识预期显示季度销售额为9.152亿美元 [2][9] 历史业绩表现 - 过去四个季度中有三个季度盈利超出预期 平均超出幅度达20.59% [2] - 2025年第一季度每股收益0.37美元 超出预期19.35% 2024年第四季度每股收益0.54美元 超出预期28.57% [3] - 当前季度每股收益预期为0.31美元 同比增长47.6% 全年每股收益预期为1.31美元 同比增长20.18% [5][7] 收入驱动因素 - 交易收入预计同比增长55.5% 达到5.084亿美元 主要来自期权 股票和加密货币交易 [9][10] - 期权交易收入预计增长38.6%至2.522亿美元 股票交易收入预计增长70.2%至6810万美元 加密货币交易收入预计增长93.2%至1.561亿美元 [11] - 净利息收入预计增长8%至3.078亿美元 其他收入预计增长37.2%至9600万美元 [12] 运营成本 - 运营成本可能保持高位 主要由于产品创新 业务扩张及并购相关费用 [9] - 公司持续投资平台能力提升 产品创新 客户支持及合规功能建设 [13] - 收购WonderFi Technologies可能产生重组/并购相关费用 [13] 股价表现 - 2025年上半年股价飙升151.3% 远超行业17.9%的涨幅 也优于Charles Schwab(23.3%)和Interactive Brokers(25.5%)的表现 [16] - 当前12个月市净率为12.62倍 高于三年中位数5.05倍 行业平均为2.98倍 [19] 发展战略 - 公司正通过有机增长和收购扩大在欧洲和亚太地区的业务 [22] - 计划通过增加代币化 提升能力和拓展欧盟市场来加强加密货币业务 [22] - 15亿美元的股票回购计划和强劲的用户增长增强了投资者信心 [23] 行业趋势 - 市场波动加剧推动交易量增长 同业Interactive Brokers佣金收入增长27.1% Charles Schwab交易收入增长22.5% [10] - 美联储维持利率不变 支撑净利息收入增长 [12] - 行业面临关税政策不确定性带来的经济放缓风险 [21]

公司业绩预期 - Trane Technologies plc (TT) 将于7月30日盘前公布2025年第二季度财报 [1] - 第二季度每股收益共识预期为12.92美元 同比增长15.2% 营收预期为215.7亿美元 同比增长8.7% [1][9] - 公司过去四个季度均超预期 平均超出幅度达6.4% [2] 区域业务表现 - 美洲商用暖通空调(HVAC)产品需求强劲 预计美洲营收同比增长10.1%至47亿美元 [3][9] - 欧洲、中东和非洲(EMEA)地区营收预计为6.775亿美元 同比增长5% [3] 财务模型预测 - Zacks模型预测TT将再次超预期 因其具备+0.54%的盈利ESP和Zacks Rank 3评级 [4][9] - 运营效率提升预计将支撑利润增长 [3] 同业可比公司 - Api Group (APG) 第二季度营收预期19亿美元(同比+10%) 每股收益0.37美元(同比+12%) 过去四个季度三次超预期 平均幅度4.1% [6] - Fidelity National Information Services (FIS) 第二季度营收预期26亿美元(同比+3.5%) 每股收益1.36美元 过去四个季度均超预期 平均幅度5.9% [7]