iLexx / Getty Images One of the world’s top artificial intelligence firms has just had one of the world’s largest AI-related layoffs. Amazon will cut 30,000 white-collar workers. Oracle, Dropbox, and Block have announced layoffs because of the use of AI. Walmart and Goldman Sachs both have added large numbers of employees in the past five years. Yet, they plan to keep worker counts flat largely because of AI applications. As AI use grows, it is worth gambling that these companies will look for more restru ...

核心业绩表现 - 第三季度调整后每股收益为2.60美元 超出市场预期34.7% 并同比增长40.5% [2][9] - 第三季度总营收为9.562亿美元 超出市场预期1.4% 但同比下降3.3% [2][9] - 公司预计2025年全年每股收益在8.20美元至8.70美元之间 高于市场预期的7.96美元 [1][9] 各业务部门表现 - 技术与业务表现部门收入同比下降14.8%至9408万美元 主要因并购相关“二次请求”服务需求下降 [3] - 经济咨询业务收入同比下降22%至1.7309亿美元 主要因并购相关反垄断及金融经济学服务需求下降 [3] - 企业金融与重组业务收入同比增长18.6%至3.792亿美元 主要受重组与交易服务需求增长及实际账单费率提高驱动 [4] - 战略传播业务收入同比增长20.8%至4.05亿美元 主要受企业声誉服务需求增长驱动 [4] - 法务与诉讼咨询业务收入同比增长15.4%至1.95亿美元 主要因风险与调查服务的实际账单费率提高以及数据与分析服务需求增长 [5] 盈利能力与现金流 - 调整后息税折旧摊销前利润为1.306亿美元 同比增长26.8% [6] - 调整后息税折旧摊销前利润率为13.7% 同比提升260个基点 [6] - 季度经营活动产生的现金流为2.019亿美元 资本支出为1490万美元 [7] - 季度末现金及现金等价物余额为1.4597亿美元 较上季度的1.528亿美元有所减少 [7] 2025年业绩指引 - 公司预计2025年全年营收将在36.85亿美元至37.35亿美元之间 区间中值37.1亿美元与市场预期一致 [8] - 公司预计2025年剩余时间的实际税率将在22%至24%之间 [10]

财务业绩表现 - 公司第二季度调整后每股收益为1.49美元，低于分析师普遍预期的1.51美元 [1] - 第二季度销售额为28.9亿美元，同比下降8.1%，低于市场预期的29.9亿美元 [1] - 公司股价在财报公布后下跌3.6%，至88.13美元 [3] 业绩指引调整 - 公司将2026财年营收指引下调至113亿-115亿美元，低于此前预期的120亿-125亿美元，也低于分析师普遍预期的121.1亿美元 [2] - 公司将2026财年调整后每股收益指引下调至5.45-5.65美元，低于此前预期的6.20-6.55美元，也低于分析师普遍预期的6.31美元 [2] 市场动态与业务发展 - 公司首席执行官指出第二季度业绩反映了一个分化的市场环境 [3] - 尽管市场分化，公司在赢得新合同方面表现成功，主要驱动力为对其网络安全、人工智能和作战领域领先技术的强劲需求 [3] 分析师观点调整 - 摩根大通分析师维持对公司股票的减持评级，并将目标价从122美元下调至90美元 [5] - 高盛分析师维持对公司股票的卖出评级，并将目标价从93美元下调至80美元 [5]

On October 24, 2025, Conestoga Capital Advisors, LLC disclosed in a new SEC filing that it sold 344,631 shares of Exponent (EXPO +0.51%), an estimated trade valued at $24.63 million.What HappenedAccording to a filing with the Securities and Exchange Commission dated October 24, 2025, Conestoga Capital Advisors, LLC reduced its stake in Exponent by 344,631 shares in the third quarter ended September 30, 2025. The estimated value of the shares sold was $24.63 million, calculated using the average closing pric ...

Booz Allen Hamilton's stock dropped 8.6% after reporting disappointing fiscal Q2 2026 earnings, missing expectations with an adjusted profit of $1.49 per share on sales of $2.9 billion.The company's GAAP earnings fell to $1.42 per share, a 53% decrease from the previous year, attributing weak results to a "continued funding slowdown."Despite challenges in the civil business, Booz Allen's national security portfolio showed solid growth, with the stock currently priced at $91.40, reflecting an approximately - ...

Key Points Booz Allen missed on earnings this morning. Booz also lowered guidance -- for sales, profits, and free cash flow, too. 10 stocks we like better than Booz Allen Hamilton › Booz Allen Hamilton (NYSE: BAH) stock tumbled 8.6% through 11:10 a.m. ET Friday after missing on its fiscal Q2 2026 earnings report this morning, then lowering guidance for the year. Expected to earn $1.51 per share (adjusted for one-time items) on sales of just under $3 billion, Booz ended up reporting an adjusted prof ...

Booz Allen Hamilton cut its outlook for the year after posting lower profit and revenue in its fiscal second quarter, hurt by a continued slowdown in funding. ...

Speaking of like let's look at IBM for example um which did have a good earnings report beat on the top and the bottom line the stock was lower earlier uh it plays into the theme that I mentioned at the top of our program moves that the committee is making today around some of the the stocks that are in the news. The stock is off as you see it's coming off the mat though from where it traded after the earnings. Is it Steph the fact that as you as you talked to us on closing bell yesterday going into the pri ...

These include a quarterly earnings presentation and an Excel and PDF of our historical financial and operating data, which have been updated to include our third quarter 2025 results. With these formalities out of the way, I'm joined today by Steven Gunby, our CEO and Chairman, and Paul Winson, our Interim Chief Financial Officer and Chief Strategy and Transformation Officer. At this time, I'll turn the call over to our CEO and Chairman, Steven Gunby.FTI Consulting, Inc. assumes no obligation to update thes ...

财务业绩总览 - 公司2025年第三季度营收为9.5617亿美元，同比增长3.3% [1] - 季度每股收益为2.60美元，远超去年同期的1.85美元 [1] - 营收超出市场共识预期9429.2万美元，实现1.41%的惊喜 [1] - 每股收益超出市场共识预期1.93美元，惊喜幅度高达34.72% [1] 各业务部门营收表现 - 企业金融与重组业务营收4.049亿美元，超出分析师平均预期3.7875亿美元，同比大幅增长18.6% [4] - 法证与诉讼咨询业务营收1.9469亿美元，基本符合分析师平均预期1.951亿美元，同比增长15.4% [4] - 战略传播业务营收8942万美元，低于分析师平均预期9835万美元，但同比增长7.4% [4] - 技术业务营收9408万美元，超出分析师平均预期8948万美元，但同比下降14.8% [4] - 经济咨询业务营收1.7309亿美元，低于分析师平均预期1.8174亿美元，同比下降22% [4] 市场表现与投资者关注点 - 投资者密切关注营收和盈利的同比变化及其与华尔街预期的对比，以决定下一步行动 [2] - 某些关键指标能更好地反映公司潜在业绩，因其影响顶线和底线表现 [2] - 公司股价在过去一个月下跌3%，同期标普500指数上涨0.2% [3] - 公司股票目前获Zacks评级3级（持有），预示其近期表现可能与整体市场同步 [3]