苹果(AAPL.O)美股盘后直线拉升涨超3%，公司预计三季度营收将实现中高个位数增长。 ...

Key Takeaways EVR posted Q2 EPS of $2.42, beating estimates of $1.78 and rising from $1.81 a year ago.Revenue rose 20.7% year over year to $838.9M, led by investment banking and management segments.Operating margin improved to 18.7% from 16.4% despite a 17.6% rise in total expenses.Shares of Evercore Inc. (EVR) gained 2.6% in yesterday’s trading session in response to the announcement of better-than-expected second-quarter 2025 performance. The company’s adjusted earnings per share (EPS) of $2.42 surpassed ...

Key Takeaways MAS reported Q2 EPS of $1.30 and revenue of $2.05B, topping estimates despite a slight sales decline.Plumbing segment sales rose 5% and EBITDA climbed to $303M, up from $276M in the prior-year quarter.Adjusted operating margin rose 100 bps to 20.1%, with EBITDA increasing to $449M from $437M last year.Masco Corporation (MAS) posted its second-quarter 2025 results, with both earnings and revenues beating the Zacks Consensus Estimate. Following the results, the company’s shares are up 10% in the ...

Key Takeaways Garmin Q2 revenues rose 20% Y/Y to $1.81B, beating estimates on strength across Outdoor, Fitness and Aviation.Fitness revenues jumped 41% Y/Y to $605.4M, while gross margin expanded 150 bps to 58.8%.GRMN raised 2025 revenue guidance to $7.1B and EPS to $8.00, citing strong demand across product lines.Garmin Ltd. (GRMN) reported second-quarter 2025 pro forma earnings of $2.17 per share, which beat the Zacks Consensus Estimate by 10.7%. Moreover, the bottom line improved 37% on a year-over-year ...

Key Takeaways HWM posted Q2 EPS of $0.91 on $2.05B revenues, up 36% and 9% year over year, beating the consensus estimate.Engine Products revenues jumped 13%, while EBITDA margin rose 300 bps to 28.7% on broad aerospace demand.HWM raised full-year revenue and EPS guidance, with free cash flow now projected up to $1.275B.Howmet Aerospace Inc.’s (HWM) second-quarter 2025 adjusted earnings of 91 cents per share beat the Zacks Consensus Estimate of 87 cents. The bottom line surged 36% year over year.Total reven ...

Howmet Aerospace (HWM) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Speaker0After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on your telephone keypad. To withdraw your question, please press star, then 2.Please note this event is being recorded. I would now like to turn the conference over to Paul Luther, Vice President, Investor Relations. Please go ahead.Speaker1Thank you, Megan. Good morning, and welcome to the Hamed Aerospace sec ...

财务数据和关键指标变化 - 第二季度收入同比增长9%至1 869亿美元，创下连续七年年度收入记录[5] - 非GAAP净利润、每股收益和EBITDA分别较2024年创纪录水平增长6%、8%和8%[6] - 上半年总收入达3 676亿美元，非GAAP EBITDA为4 77亿美元，利润率13%[13] - 全年收入指引上调至7 3亿-7 45亿美元，非GAAP EBITDA利润率指引上调至12 3%-13%[13][14] 各条业务线数据和关键指标变化 - 反垄断与竞争经济学、能源、知识产权、劳动与就业业务均实现两位数收入增长[5] - 法律与监管服务收入增长近11%，案件立案和法院判决总量同比增长176%[7] - 反垄断业务季度收入创新高，受益于全球并购交易额达2万亿美元(同比增长33%)[8] - 知识产权业务参与多起高价值诉讼，涉及医疗技术专利侵权等案件[9] - 能源业务收入增长约5%，受政策变化和数据中心电力需求推动[10][11] - 生命科学业务第二季度略有下滑，但2025年整体仍保持增长[12] 各个市场数据和关键指标变化 - 北美和国际业务收入分别增长9%和47%[6] - 顾问利用率同比提升至76%，项目线索流同比增长5%(调整后)[6][7] 公司战略和发展方向和行业竞争 - 持续优化顾问团队结构，计划招聘100多名应届毕业生补充高增长业务线[16] - 能源业务积极应对政策变化和数据中心需求，协助客户调整长期规划[11] - 反垄断业务持续参与重大并购案件，如惠普与Juniper Networks的140亿美元合并[8] - 新设立首席战略与业务转型官职位，强化战略执行能力[46][47] 管理层对经营环境和未来前景的评论 - 对2025年剩余时间保持乐观，但警惕地缘政治等宏观不确定性[14][25] - 定价环境稳定，新项目费率提升顺利实现[31][32] - 并购监管环境未出现明显变化，反垄断业务需求保持强劲[27][28] 其他重要信息 - 季度末净债务1 006亿美元，完成4 66亿美元股东回报(含4 32亿美元股票回购)[17] - 应收账款周转天数保持110天不变[17] - 管理层团队调整：Eric Nirenberg晋升为CFO，Brian Langan任首席战略官[18][19] 问答环节所有的提问和回答 关于业绩指引上调 - 上调源于业务持续强劲表现和健康项目管线，但地缘政治风险仍需警惕[24][25] 关于反垄断业务 - 未观察到监管政策明显变化，案件规模和复杂程度保持稳定[27][28] - 并购与非并购业务均衡发展，人才竞争保持常态[55][56] 关于能源业务扩张 - 主要通过内部晋升和战略招聘增长，暂未找到合适并购标的[42][43] 关于人才策略 - 校园招聘规模正常，资源重点投向高增长业务线[49][50] 关于资本配置 - 第二季度集中执行股票回购计划，认为当前股价仍具吸引力[34][35]

FMC (FMC) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Company ParticipantsCurt Brooks - Director - IRPierre Brondeau - Chairman & CEOAndrew Sandifer - EVP & CFORichard Garchitorena - Vice President - Equity ResearchJosh Spector - Executive Director - Chemicals Equity ResearchFrank Mitsch - PresidentVincent Andrews - Managing DirectorRonaldo Pereira - PresidentChristopher Parkinson - Managing DirectorKevin McCarthy - PartnerConference Call ParticipantsDuffy Fischer - Equity Research Analyst - U.S. Chemic ...

Petrobras (PBR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this oil and gas company have returned -0.2%, compared to the Zacks S&P 500 composite's +2.7% change. During this period, the Zacks Oil and Gas - Integrated - International industry, which Petrobras falls in, has gained 4.3%. The key question now is: What could be the stock's future direction ...

Vericel (VCEL) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Speaker0Day, and welcome to the Vericel Corporation Second Quarter twenty twenty five Earnings Call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Eric Burns, Vericel's Vice President of Finance and Investor Relations. Please go ahead.Speaker1Thank you, operator, and good morning, everyone. Joining me on today's call are Vericel's President and Chief Executive Officer, Nick Colangelo and our Chief Fi ...