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Apple profit beats forecasts on strong iPhone sales
TechXplore· 2025-08-01 16:48
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Daan Stevens from Pexels Apple on Thursday reported quarterly profit of $23.4 billion, topping forecasts despite concerns about the effect of US tariffs on its supply chain. Revenue was $94 billion for the usually slow quarter ending in June, the iPhone maker said."Apple is proud to report a June quarter revenue record ...
苹果公司本财年三季度营收和利润双增
新华社· 2025-08-01 14:09
财务表现 - 2025财年第三季度营业收入940.36亿美元,同比增长9.63% [1] - 净利润234.34亿美元,同比增长9.26% [1] - 手机销售额445.82亿美元,同比增长13.45%(从392.96亿美元增至445.82亿美元) [1] - 服务收入274.23亿美元,同比增长13.26%(从242.13亿美元增至274.23亿美元) [1] - 电脑销售额80.46亿美元,同比增长14.8%(从70.09亿美元增至80.46亿美元) [1] - 可穿戴、家用及配件产品销售额74.04亿美元,同比下降8.56%(从80.97亿美元降至74.04亿美元) [1] 区域市场表现 - 大中华区营收153.69亿美元,同比增长4.35%(从147.28亿美元增至153.69亿美元) [1] - 美洲地区、日本以及亚太其他地区营收同比均有提升 [1] 经营挑战 - 受美国关税措施影响,第三季度损失8亿美元 [1] - 预计第四季度因关税因素将损失11亿美元 [1] - 面临三星电子、谷歌公司等竞争对手的挑战 [1] - 欧洲业务面临欧盟监管压力 [1]
Amazon shares fall on weak cloud growth while rivals Google, Microsoft thrive: ‘Very disappointing'
New York Post· 2025-08-01 06:29
亚马逊业绩与AWS表现 - 公司第三季度销售预期为1740亿至1795亿美元,高于市场预期的1730.8亿美元[3] - AWS第二季度营收增长17.5%至309亿美元,略超预期的307.7亿美元,但增速远低于微软Azure(39%)和谷歌云(32%)[3][5] - AWS利润率从第一季度的39.5%降至32.9%,为2023年第四季度以来最低水平[2] 云计算行业竞争格局 - 微软和Alphabet均报告云计算收入大幅增长,并面临产能限制问题[4] - 分析师认为AWS 17%的增速令人失望,若Azure保持当前增速可能在2024年底超越AWS成为最大云服务商[3] - AWS贡献公司约60%的营业利润,但其缺乏强力AI模型引发对AI领域落后的担忧[4][7] 电商与广告业务 - 在线商店销售额增长11%至615亿美元[8][13] - 广告业务增长23%至157亿美元,成为快速增长板块[8] - 公司通过低价策略、快速配送和丰富品类维持电商领先地位[11] 成本与运营优化 - 公司裁员1.4万人,总员工数降至146万[12] - 要求供应商提前备货以确保供应并控制价格[11] - 中国制造商品在亚马逊平台的价格涨幅高于整体通胀水平[11] 宏观经济影响 - 关税政策影响美国零售业,零售商面临利润率压力和涨价需求[10] - 6月美国消费者支出温和增长,市场关注关税对消费信心的潜在影响[9]
Boot Barn(BOOT) - 2026 Q1 - Earnings Call Transcript
2025-08-01 05:30
Boot Barn (BOOT) Q1 2026 Earnings Call July 31, 2025 04:30 PM ET Speaker0Good day, everyone, and welcome to the Boot Barn Holdings Inc. First Quarter twenty twenty six Earnings Conference Call. As a reminder, this call is being recorded. I would now like to turn the conference over to your host, mister Mark Dittovish, Senior Vice President of Investor Relations and Finance. Please go ahead.Speaker1Thank you. Good afternoon, everyone. Thank you for joining us today to discuss Boot Barn's first quarter fiscal ...
苹果CEO库克:苹果正在美国投资5000亿美元。关税让这个季度的成本增加11亿美元,并让上个季度增加8亿美元成本。
快讯· 2025-08-01 05:20
苹果CEO库克:苹果正在美国投资5000亿美元。 关税让这个季度的成本增加11亿美元,并让上个季度增加8亿美元成本。 ...
NPK Q2 Earnings Down Y/Y As Tariffs Weigh, Sales up 42%
ZACKS· 2025-08-01 02:35
股价表现 - 公司股价自2025年第二季度财报公布后下跌7.1%,同期标普500指数仅微涨0.1% [1] - 过去一个月公司股价累计下跌3.1%,而标普500指数上涨3.1%,显示明显跑输大盘 [1] 财务数据 - 2025年第二季度每股收益(EPS)为72美分,同比下降15.3%(2024年同期为85美分)[2] - 季度净销售额1.204亿美元,同比大幅增长41.6%(2024年同期为8510万美元)[2] - 净利润同比下降15.2%至520万美元(2024年同期为610万美元)[2] - 上半年累计销售额2.241亿美元,同比增长38.6%(2024年同期为1.617亿美元)[3] - 上半年净利润微增至1280万美元(2024年同期为1260万美元),EPS为1.79美元(2024年同期为1.78美元)[3] 业务板块表现 国防板块 - 季度收入增长3390万美元(同比+50.9%),主要来自积压订单交付 [4] - 营业利润增长550万美元(同比+61%)[4] - 被管理层明确为关键增长引擎,受益于新订单获取和订单执行 [7] 家居/小家电板块 - 季度收入增长170万美元(同比+9%)[5] - 出现重大营业亏损,主因特朗普时期关税(采用LIFO会计法计入期间成本)[5] - 供应商破产导致押金损失,进一步拖累盈利 [5][7] 安全板块 - 销售额微不足道且按预期录得亏损 [6] - 管理层未提及该板块的改善预期 [6] 管理层战略 - 为支持国防业务扩张,大量资金投入库存,导致投资组合收益"微不足道" [8] - 显示公司优先保障政府合同未来收入,而非短期投资回报 [8] 盈利影响因素 - 国防业务收入增长被家居板块关税成本(期间成本)和供应链中断(供应商破产)抵消 [9] - 库存资金占用限制了投资组合对季度收益的常规贡献 [9][10]
Natural Gas, WTI Oil, Brent Oil Forecasts – Oil Retreats As Traders Focus On Tariffs
FX Empire· 2025-08-01 02:13
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
SHOO Q2 Earnings Lag Estimates, Wholesale Revenues Decline Y/Y
ZACKS· 2025-08-01 01:21
公司业绩表现 - 第二季度调整后每股收益20美分 低于Zacks共识预期的24美分 同比暴跌649% [4] - 总营收559亿美元同比增长68% 但低于共识预期的576亿美元 其中净销售额5561亿美元增长66% 许可费收入290万美元增长578% [4] - 调整后毛利润2343亿美元同比增长78% 超出预期2281亿美元 毛利率提升40个基点至419% [5] - 调整后运营费用2116亿美元同比激增30% 占营收比例上升680个基点至379% [5] - 运营收入226亿美元同比下降585% 运营利润率下降640个基点至4% [6] 业务板块分析 - 批发业务收入3606亿美元同比下降64% 剔除Kurt Geiger后跌幅达128% 其中鞋类批发收入下降71%(剔除收购后下降117%) 配饰服装批发收入下降53%(剔除收购后下降146%) [7] - 直接面向消费者收入1955亿美元同比大增433% 但剔除Kurt Geiger后下降3% 实体店与电商渠道均下滑 [8] - 批发业务毛利率309%下降220个基点 DTC业务毛利率613%下降300个基点 主要受新关税和Kurt Geiger业务结构影响 [7][8] 战略与运营动态 - Kurt Geiger整合进展顺利 预计将成为未来重要增长驱动力 [3] - 目前运营392家实体店(含98家奥特莱斯) 7个电商平台及130个国际特许专柜 其中Kurt Geiger贡献73家门店和72个专柜 [10] - 季度末持有1117亿美元现金及等价物 8634亿美元股东权益(含301亿美元非控股权益) 未进行股票回购 [12] 外部环境影响 - 新关税政策导致进口商品成本上升 是毛利率收缩和批发业务下滑主因 [2][7][8] - 因关税带来的宏观不确定性 公司暂不提供2025年财务指引 [13] - 股价在业绩公布当日暴跌93% 但过去一个月累计上涨142% 低于行业336%的涨幅 [1][13] 行业对比 - 同期表现较好的同业包括Levi Strauss(当前Zacks排名第1 预计本财年盈利增长4% 过去四季平均盈利超预期259%) [14][15] - Stitch Fix(Zacks排名第2 预计2025财年盈利增长717% 四季平均盈利超预期514%) [15][16] - Sportsman's Warehouse(Zacks排名第2 预计本财年盈利和销售分别增长302%和12%) [17]
Cactus(WHD) - 2025 Q2 - Earnings Call Transcript
2025-07-31 23:00
Cactus (WHD) Q2 2025 Earnings Call July 31, 2025 10:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Cactus Q2 twenty twenty five Earnings Call. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 again. Please ...
Titan International(TWI) - 2025 Q2 - Earnings Call Transcript
2025-07-31 22:00
Titan International (TWI) Q2 2025 Earnings Call July 31, 2025 09:00 AM ET Speaker0Ladies and gentlemen, the Tyson International Inc. Second Quarter twenty twenty five Earnings Call and Webcast will begin shortly with your host, Ann Schneider. We appreciate your patience as we prepare your session today. During the call, we encourage participants to raise any questions they may have. Good morning, ladies and gentlemen, and welcome to the Titan International Inc.Second Quarter twenty twenty five Earnings Conf ...