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How to Find the Best Stocks to Buy in July 2025
ZACKS· 2025-06-25 04:31
市场情绪与趋势 - 华尔街对中东紧张局势降温表示欢迎,认为以色列和伊朗之间的停火协议将带来和平,纳斯达克指数周二早盘上涨1.5%,油价持续下跌[1] - 投资者信心增强,认为可以避免重大冲突,市场焦点转向通胀降温、贸易协议和第二季度强劲盈利潜力[1] - 市场接近历史高点,可能在短期内出现抛售和波动,但多头似乎已重新掌控夏季行情[2] 投资策略与筛选工具 - 建议投资者使用Zacks筛选工具寻找Zacks Rank 1(强力买入)股票,这些股票在市场好坏时期均表现优异[2][3] - Zacks Rank 1股票自1988年以来年均回报率约为24.4%,可作为筛选起点[5] - 筛选参数包括:当前季度预估修正在过去四周为正、过去四周经纪评级变化排名前五[6][7] 个股分析:Jabil Inc (JBL) - Jabil是一家技术驱动的制造解决方案公司,服务于多个行业,包括计算与存储、汽车、电信、能源和工业等[7][9] - 公司第三财季业绩超预期,每股收益高出预估10%,并上调全年指引,推动2025年共识预期上调5%,2026年预期上调9%[9] - 公司计划在未来几年投资约5亿美元扩大美国东南部制造能力,以支持云和AI数据中心基础设施客户[9] - 预计2025年和2026年调整后收益分别增长10%和19%,营收预计2025年增长1%,2026年增长6%[10] - 过去十年股价上涨860%,远超科技板块,过去12个月上涨85%,而科技板块仅上涨8%,目前远期市盈率为22.4倍,较科技板块折价15%[11] - 公司支付股息,八家经纪商中有七家给予“强力买入”评级[11]
FedEx(FDX) - 2025 Q4 - Earnings Call Presentation
2025-06-25 04:30
业绩总结 - 2024/25财年第四季度净收入为1,738,986千雷亚尔,较第三季度下降5.7%,较去年同期下降28.2%[5] - 调整后的EBITDA为771,412千雷亚尔,较第三季度下降27.1%,较去年同期下降33.2%[5] - 调整后的EBIT为252,337千雷亚尔,较第三季度下降50.9%,较去年同期下降45.9%[5] - 净利润为105,041千雷亚尔,较第三季度下降33.5%,较去年同期下降83.3%[5] 财务指标 - 净债务与LTM EBITDA比率为1.43倍,较去年同期上升32.4%[28] 未来展望 - 2025/26财年糖产量指导为3,539千吨,较2024/25财年实际产量增长1.8%[31] - 2025/26财年维护资本支出指导为1,990.5千雷亚尔,较2024/25财年实际支出下降1.0%[34] - 2025/26财年总资本支出指导为2,315.5千雷亚尔,较2024/25财年实际支出下降15.3%[34] - 2025/26财年甘蔗压榨量指导为22,600千吨,较2024/25财年实际压榨量增长3.7%[31] - 2025/26财年玉米加工量指导为515千吨,较2024/25财年实际加工量增长0.7%[31]
Anterix(ATEX) - 2025 Q4 - Annual Results
2025-06-25 04:30
Anterix Inc. Reports Full Fiscal Year 2025 Results Woodland Park, NJ – June 24, 2025 – Anterix (NASDAQ: ATEX) today announced fiscal 2025 fourth quarter and full fiscal year financial results and filed its 10-K for the year ended March 31, 2025. The Company also issued an update on its Demonstrated Intent metric which can be found on Anterix's website at https://investors.anterix.com/events-presentations. Full Year FY2025 Financial and Operational Highlights Fourth Quarter FY2025 Financial Highlights Liquid ...
Farmers & Merchants Bancorp, Inc. Declares 2025 Second-Quarter Cash Dividend
Globenewswire· 2025-06-25 04:30
文章核心观点 公司董事会批准季度现金股息,体现对股东回报的长期承诺 [1][2] 公司分红情况 - 公司董事会批准每股0.22125美元的季度现金股息 [1] - 二季度股息将于2025年7月20日支付给2025年7月7日登记在册的股东 [1] - 公司支付季度股息超50年,连续30年提高年度股息 [2] 公司业务情况 - 公司是F&M银行的控股公司,2025年3月31日总资产33.9亿美元 [1] - F&M银行是当地独立社区银行,自1897年起服务社区,提供商业、零售等金融服务 [3] - F&M银行在俄亥俄州、印第安纳州东北部、密歇根州等地设有营业点和贷款生产办公室 [3] 公司联系方式 - 公司总裁兼首席执行官为Lars B. Eller,电话(419) 446 - 2501,邮箱leller@fm.bank [5] - 投资者和媒体联系人是Andrew M. Berger,任职于SM Berger & Company, Inc.,电话(216) 464 - 6400,邮箱andrew@smberger.com [5]
Barrack, Rodos & Bacine Reminds Shareholders that They Have Two Weeks to Seek Appointment As Lead Plaintiff in the Securities Class Action Lawsuit Against Compass Group Diversified Holdings LLC (CODI)
GlobeNewswire News Room· 2025-06-25 04:30
公司动态 - Compass Group Diversified Holdings子公司Lugano Holdings在会计和库存实践中发现初步违规行为 [2] - Compass审计委员会认为2024年已发布的财务报表不再可靠并推迟提交2025年第一季度10-Q表格 [2] - Lugano创始人兼CEO Moti Ferder立即辞职且不获得离职补偿 [3] 市场反应 - Compass股价在消息公布后单日暴跌62%从17 25美元跌至6 55美元 [3] - 诉讼指控Compass未能保持对财务报表的充分内部控制导致报表不可靠且具有误导性 [3] 法律行动 - 在2024年5月1日至2025年5月7日期间购买Compass股票的投资者可在两周内申请成为集体诉讼首席原告 [1][5] - 律师事务所Barrack Rodos & Bacine在证券集体诉讼领域有40年经验包括会计欺诈和内幕交易案件 [6] - 该律所历史最大赔偿案例包括WorldCom投资者61 9亿美元和Cendant投资者33 2亿美元 [6]
Malibu Boats, Inc. Appoints Melanie Cook to Board of Directors
Globenewswire· 2025-06-25 04:30
文章核心观点 Malibu Boats公司宣布任命Melanie Cook为独立董事,其丰富经验将助力公司战略推进,且John Stokely将于2025年10月退休 [1][2][4] 公司人事变动 - 任命Melanie Cook为独立董事,立即生效,她将任职审计委员会和提名与治理委员会 [1] - John Stokely将于2025年10月退休,自2014年2月起任职公司董事会 [4] 新董事情况 - 拥有超三十年运营、制造和商业战略领导经验 [2] - 曾任GE Appliances首席运营官,管理数十亿美元业务和13000名员工直至2021年退休 [2] - 曾在通用电气担任多个高级领导职务,负责审计、财务等多方面工作 [2] - 目前担任Commercial Vehicle Group和Badger Meter公司董事 [3] - 毕业于佛罗里达大学,获工商管理学士学位 [3] 各方评价 - 董事会主席称其经验为加强董事会和推进公司长期战略带来宝贵视角 [2] - 公司总裁兼首席执行官称其经验是公司宝贵资产,能支持战略优先事项 [4] - Melanie Cook表示公司重点与自身背景契合,期待为公司成功做贡献 [4] 公司介绍 - 位于田纳西州劳登,是休闲动力艇设计、制造和营销商 [6] - 旗下Malibu和Axis品牌是高性能运动船市场领导者,Cobalt品牌是20 - 40英尺船尾驱动船细分市场领导者 [6] - 凭借Pursuit、Cobia等品牌在咸水钓鱼船市场处于领先地位 [6] 联系方式 - 投资者关系邮箱:InvestorRelations@MalibuBoats.com [7]
Electra Announces Voting Results from 2025 Annual Meeting of Shareholders
Globenewswire· 2025-06-25 04:30
TORONTO, June 24, 2025 (GLOBE NEWSWIRE) -- Electra Battery Materials Corporation (NASDAQ: ELBM; TSX-V: ELBM) (“Electra” or the “Company”) today announced voting results of its 2025 annual general and special meeting of shareholders held today, June 24, 2025, in Toronto. A total of 5,222,899 common shares in the capital of the Company (“Common Shares”), or 29% of Electra’s issued and outstanding Common Shares were represented in person or by proxy at the meeting. Shareholders voted in favour of all items of ...
INVESTOR DEADLINE: Apple Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit - AAPL
Prnewswire· 2025-06-25 04:30
SAN DIEGO, June 24, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Apple Inc. (NASDAQ: AAPL) securities between June 10, 2024 and June 9, 2025, both dates inclusive (the "Class Period"), have until August 19, 2025 to seek appointment as lead plaintiff of the Apple class action lawsuit.  Captioned Tucker v. Apple Inc., No. 25-cv-05197 (N.D. Cal.), the Apple class action lawsuit charges Apple as well as certain of Apple's top current and former executives with ...
Anterix Inc. Reports Full Fiscal Year 2025 Results
Globenewswire· 2025-06-25 04:30
WOODLAND PARK, N.J., June 24, 2025 (GLOBE NEWSWIRE) -- Anterix (NASDAQ: ATEX) today announced fiscal 2025 fourth quarter and full fiscal year financial results and filed its 10-K for the year ended March 31, 2025. The Company also issued an update on its Demonstrated Intent metric which can be found on Anterix’s website at https://investors.anterix.com/events-presentations. Full Year FY2025 Financial and Operational Highlights Appointed Scott Lang as President and Chief Executive Officer effective October 8 ...
TerrAscend Announces Results of Annual General Meeting
Globenewswire· 2025-06-25 04:30
TORONTO, June 24, 2025 (GLOBE NEWSWIRE) -- TerrAscend Corp. (“TerrAscend” or the “Company”) (TSX: TSND, OTCQX: TSNDF), a leading North American cannabis company, today announced the results of its annual meeting of shareholders held on June 24, 2025 (the "Meeting"). Common shareholders at the Meeting affirmatively approved the following resolutions: The re-election of Mr. Craig Collard, Ms. Ira Duarte, Mr. Ed Schutter, Ms. Kara DioGuardi and Mr. Jason Wild as directors of the Company for the ensuing year, ...