Key Takeaways Carrier Global's HVAC and aftermarket services likely drove Q2 revenue growth amid rising system demand.The Viessmann deal likely boosted heat pump volumes and expanded clean energy reach.AI-enabled Abound Insights and data center demand likely supported commercial HVAC upgrades.Carrier Global (CARR) is scheduled to report its second-quarter 2025 results on July 29.The Zacks Consensus Estimate for second-quarter earnings is pegged at 91 cents per share, up by a penny over the past 30 days, sug ...

Friday’s pre-market futures are in the green at this hour, though a little choppy. One new economic report and a handful of Q2 earnings releases ahead of the opening bell are perhaps having some impact, but over the past week of trading — which has been positive across the board — we’re seeing a bit of moderation at or near all-time highs.The Dow is +55 points at this hour, while the S&P 500 is +8 points and the Nasdaq +6. The small-cap Russell 2000 is +8 points currently. Over the past five days of trading ...

A couple of months ago I was working on a model to stress test Alphabet Inc. (NASDAQ: GOOGL ) (NASDAQ: GOOG ) scenarios, and the conclusion I have reached is that bears on Google will need a better bear case. TheEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’ ...

Key Takeaways DXC is gaining traction with a 1.2 book-to-bill ratio and 20% bookings growth in 4Q25.UIS saw a more than 80% y/y surge in total contract value, led by DSS and cybersecurity demand.DXC ended fiscal 2025 with $1.8B in cash and plans share repurchases amid strategic execution progress.Unisys Corporation (UIS) and DXC Technology Company (DXC) are two legacy players in the global IT services space, both undergoing significant transformations to stay relevant in an era driven by digital modernizati ...

Key Takeaways Sterling's E-Infrastructure backlog rose 27% YoY to $1.2B, with 65% tied to high-demand data center projects.STRL's $505M acquisition of CEC Facilities expands its Texas reach and cross-sell potential in key sectors.FY25 EPS is forecast to grow 41.2%, as STRL ramps modular capacity and lifts capex to up to $80M.Sterling Infrastructure, Inc. (STRL) is actively investing in enhancing its modular construction capabilities and inorganic business initiatives. The current market demand is actively s ...

Alphabet Inc., aka Google (NASDAQ: GOOG , GOOGL), beat consensus expectations for the second quarter in terms of its earnings and revenues. Alphabet up-sized its CapEx plan as well, by a material $10.0B compared to the previous guidance, and theAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, AAPL, AMZN, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth ...

Key Takeaways The broader U.S. equity markets scripted history by continuously hitting record highs over the past few days, buoyed by strong quarterly earnings performance from hitherto-reported firms across all sectors. In particular, solid earnings from blue-chip technology stocks that portrayed the growing clout of AI infrastructure spending induced positive investor sentiments. Moreover, renewed trade deals between the United States and its trading partners for a mutually beneficial tariff policy booste ...

The market expects Telus (TU) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the ...

Wall Street expects a year-over-year increase in earnings on higher revenues when BrightSpring Health Services, Inc. (BTSG) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near- term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be r ...

业绩总结 - 2025年第二季度收入为21.73亿美元，较2024年第二季度的18.10亿美元增长了20.1%[6] - 2025年第二季度净收入为230,848千美元，较2024年同期的134,009千美元增长了72.3%[20] - 2025年上半年净收入为400,137千美元，较2024年同期的230,328千美元增长了73.7%[20] - 2025年迄今为止的收入为40.04亿美元，较2024年同期的33.53亿美元增长了19.6%[9] 毛利率与每股收益 - 2025年第二季度毛利率提升至23.5%，相比2024年第二季度的20.1%增加了3.4个百分点[6] - 2025年迄今为止的毛利率为22.8%，相比2024年同期的19.7%增加了3.1个百分点[9] - 2025年第二季度每股收益（EPS）为6.53美元，较2024年第二季度的3.74美元增长了74.6%[6] - 2025年迄今为止的每股收益（EPS）为11.28美元，较2024年同期的6.43美元增长了75.4%[9] 现金流与资本支出 - 2025年第二季度经营现金流为2.53亿美元，较2024年第二季度的1.90亿美元增长了32.9%[6] - 2025年上半年经营活动现金流为164,545千美元，较2024年同期的336,415千美元下降了51%[21] - 2025年第二季度自由现金流为222,191千美元，较2024年同期的167,289千美元增长了32.8%[21] - 2025年上半年自由现金流为113,128千美元，较2024年同期的289,908千美元下降了60.9%[21] - 2025年第二季度资本支出为31,273千美元，较2024年同期的23,384千美元增加了33.3%[21] - 2025年上半年资本支出为53,481千美元，较2024年同期的48,336千美元增加了10.4%[21] 订单与EBITDA - 2025年第二季度的订单积压为81.2亿美元，较2025年第一季度的68.9亿美元和2024年第二季度的57.7亿美元均有所增加[6] - 2025年第二季度调整后EBITDA为334,078千美元，较2024年同期的222,739千美元增长了50%[20] - 2025年上半年调整后EBITDA为576,745千美元，较2024年同期的392,546千美元增长了47%[20]