市场表现 - 道指和标普500指数均上涨9点 纳斯达克指数上涨4点 [1] - 10年期国债收益率降至4.36% 2年期降至3.84% 30年期降至4.94% [1] 汽车行业 - 通用汽车(GM)Q2每股收益2.53美元超预期5.86% 营收479.8亿美元超预期1.89% [2] - 北美地区息税前利润(EBIT)低于预期 股价下跌1.8% [2] 国防工业 - 洛克希德马丁(LMT)Q2每股收益7.29美元超预期12.33% 但182亿美元营收低于预期 股价下跌7% [3] - 诺斯罗普格鲁曼(NOC)Q2每股收益7.11美元超预期5.96% 营收超预期2.94% 股价上涨3% [3] 房地产行业 - D.R. Horton(DHI)Q3每股收益3.36美元超预期15.86% 营收92.3亿美元超预期5.13% 股价上涨6% [4] - 公司股价过去一年累计下跌25% 本次上涨部分收复失地 [4] 消费品行业 - 可口可乐(KO)Q2每股收益0.87美元超预期 但125.4亿美元营收低于预期0.44% 股价小幅下跌 [5] - 公司股价年初至今仍累计上涨12% [5] - 宣伟(SHW)Q2每股收益3.38美元低于预期10.11% 营收63.1亿美元超预期0.49% 股价下跌4% [6] - 公司股价年初至今转为负收益 [6] 科技与金融行业 - 德州仪器(TXN)预计Q2利润和营收将实现两位数增长 [7] - Capital One(COF)预计利润和营收增长均超过20% [7] - Intuitive Surgical(ISRG)预计利润增长8% 营收增长16.8% [7]

Wall Street expects a year-over-year increase in earnings on higher revenues when FTAI Aviation (FTAI) 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 released on July 29. On ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Boeing (BA) 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 earnings report, which is expected to be released on July 29, might help the stock move higher if these key numbers are better than expectations. On the ...

业绩总结 - 2025年第二季度销售额为182亿美元，较上年同期增长2%[6] - 第二季度每股收益为1.46美元，段经营利润为6亿美元，段经营利润率为3.1%[6] - 自由现金流为负2亿美元，较上年同期的正15.06亿美元大幅下降[33] - 2023年第二季度的总收入为50亿美元，同比增长15%[43] - 每股收益（EPS）为1.25美元，较去年同期增长20%[43] - 公司预计2023年全年收入将达到200亿美元，年增长率为10%[43] 用户数据 - 导弹与火控部门销售额增长11%，达到34.33亿美元，经营利润增长6%至4.79亿美元[14] - 航空与任务系统部门销售额下降12%，经营利润下降135%至负1.72亿美元[19] - 空间部门销售额增长4%，达到33.07亿美元，经营利润增长5%至3.62亿美元[24] - 战略导弹防御部门的收入占总收入的30%，同比增长5%[43] - 高机动火炮火箭系统（HIMARS）销售额达到10亿美元，占导弹系统总销售的25%[43] - 集成空中和导弹防御系统（IAMD）部门的收入为15亿美元，占总收入的30%[43] 未来展望 - 2025年销售预期为737.5亿至747.5亿美元，同比增长4%至5%[28] - 2025年每股收益预期为21.70至22.00美元，段经营利润预期为66亿至67亿美元[28] - 预计2024年第一季度的收入将达到55亿美元，同比增长12%[43] - 预计未来五年复合年增长率（CAGR）将达到12%[43] 新产品和新技术研发 - 公司在商业民用空间领域的投资增长了40%，达到5亿美元[43] - 公司在研发方面的支出为8亿美元，占总收入的16%[43] 其他策略 - 公司计划回购约30亿美元的股票，并维持19亿美元的资本支出[28] - 导致经营利润下降的主要因素是950万美元的机密项目损失，导致利润预订率调整降低[9]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Lockheed Martin is one of the worst stocks on the S&P 500 todayDefense stock Lockheed Martin Corp (NYSE:LMT) was last seen down 8.4% at $422, after the company recorded a $1.6 billion in loss attributed to its classified programs, cutting deeply into second-quarter profits. The maker of the F-35 fighter jet also trimmed its 2025 profit outlook by 25%. On the charts, the $420 level appears to be keeping today's pullback in check -- as it did in both April and February. LMT is down 12% since the start of 2025 ...

Northrop Grumman (NOC) Q2 2025 Earnings Call July 22, 2025 09:30 AM ET Company ParticipantsTodd Ernst - VP - IRKathy Warden - Chair, CEO & PresidentKenneth Crews - Corporate VP & CFODouglas Harned - Managing DirectorGavin Parsons - Director - Aerospace & Defense Equity ResearchRonald Epstein - MD - Aerospace & DefenseScott Deuschle - Director - Aerospace & Defense Equity ResearchKristine Liwag - Executive DirectorRobert Stallard - PartnerSheila Kahyaoglu - Aerospace & Defense & Airlines Equity ResearchSeth ...

Northrop Grumman (NOC) Q2 2025 Earnings Call July 22, 2025 09:30 AM ET Speaker0Good day, ladies and gentlemen, and welcome to Northrop Grumman's Second Quarter twenty twenty five Conference Call. Today's call is being recorded. My name is Josh, and I will be your operator today. At this time, all participants are in a listen only mode. I would like to turn the call over to your host, Mr.Todd Ernst, Vice President, Investor Relations. Mr. Ernst, please proceed.Speaker1Thanks, Josh, and good morning, everyone ...

Lockheed Martin (LMT) came out with quarterly earnings of $7.29 per share, beating the Zacks Consensus Estimate of $6.49 per share. This compares to earnings of $7.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +12.33%. A quarter ago, it was expected that this aerospace and defense company would post earnings of $6.34 per share when it actually produced earnings of $7.28, delivering a surprise of +14.83%.Over the last four ...

RTX (RTX) Q2 2025 Earnings Call July 22, 2025 08:30 AM ET Company ParticipantsChristopher Calio - Chairman & CEONeil Mitchill - CFONathan Ware - VP - Investor RelationsMyles Walton - Managing DirectorScott Deuschle - Director - Aerospace & Defense Equity ResearchSheila Kahyaoglu - Managing DirectorRonald Epstein - MD - Aerospace & DefenseSeth Seifman - Executive DirectorDouglas Harned - Managing DirectorGautam Khanna - Managing DirectorDavid Strauss - Managing Director - Aerospace & Defense Equity ResearchS ...