AI

搜索文档
Packaging Corp. (PKG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-16 23:07
The market expects Packaging Corp. (PKG) to deliver a year-over-year increase 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, which is expected to be released on July 23, might help the stock move higher if these key numbers are better ...
Lennox International (LII) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-16 23:06
Wall Street expects a year-over-year increase in earnings on higher revenues when Lennox International (LII) 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 2 ...
Earnings Preview: Southwest Airlines (LUV) Q2 Earnings Expected to Decline
ZACKS· 2025-07-16 23:06
Wall Street expects a year-over-year decline in earnings on lower revenues when Southwest Airlines (LUV) 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 23. O ...
Chipotle Mexican Grill (CMG) Expected to Beat Earnings Estimates: Should You Buy?
ZACKS· 2025-07-16 23:01
Chipotle Mexican Grill (CMG) is expected 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 gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Jul ...
Earnings Preview: CSX (CSX) Q2 Earnings Expected to Decline
ZACKS· 2025-07-16 23:01
CSX (CSX) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 23, might help the stock move higher if these key numbers are better than expectations. On the o ...
Will Tariff Pressures Disrupt Ross Stores' Sourcing Advantage?
ZACKS· 2025-07-16 22:51
公司业务模式 - 公司运营折扣零售服装和家居配饰连锁店,采用成熟的商业模式为价格敏感消费者提供高性价比产品 [1] - 通过针对本地市场偏好的微观商品策略提升产品分配效率和利润率 [1] 宏观经济与地缘政治风险 - 面临严峻的宏观经济和地缘政治环境,包括关税相关压力 [2] - 贸易政策变化、持续通胀趋势及中国进口商品关税增加导致成本压力上升 [2] - 外部不确定性限制了2025财年下半年业绩的可预见性 [2] 财务指引与业绩展望 - 因缺乏可见性和关税发展的不可预测性,公司撤回2025财年销售和盈利指引 [3] - 2025财年第二季度每股收益(EPS)预期受关税压力负面影响 [3] - 2025财年EPS共识预期同比下降1.4%,2026财年预期增长9% [10] 供应链与成本结构 - 超过一半的商品来自中国,使其易受贸易政策变化影响 [4] - 直接进口商品比例较小,但关税持续可能对盈利能力和利润率造成潜在冲击 [4] - 正在采取采购转移、供应链多元化和供应商谈判等缓解措施,但可能无法完全抵消财务压力 [5] 股价表现与估值 - 年初至今股价下跌15.7%,同期行业增长2.3% [8] - 远期市盈率为19.66倍,低于行业平均的31.86倍 [9] - 当前Zacks评级为4级(卖出) [12] 同业比较 - 推荐的同业公司包括Urban Outfitters(Zacks排名1级)、Canada Goose(Zacks排名1级)和Dollar Tree(Zacks排名2级) [13] - Urban Outfitters当前财年销售预期同比增长8.5%,过去四个季度平均盈利惊喜29% [14] - Canada Goose当前财年销售预期同比增长2.9%,过去四个季度平均盈利惊喜57.2% [14] - Dollar Tree当前财年EPS预期同比增长6.5% [15]
Here's Why Ryanair (RYAAY) is a Strong Value Stock
ZACKS· 2025-07-16 22:41
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...
Costco's Strong June Sales Reinforce Its Case as a Defensive Stock
ZACKS· 2025-07-16 22:31
Key Takeaways Costco's U.S. comparable sales rose 4.7%, while other international comps grew 10.9%. June e-commerce sales at Costco jumped 11.5%, complementing its physical store gains. Costco's FY sales and EPS are projected to grow 8.1% and 11.6%, respectively.Costco Wholesale Corporation’s (COST) recent June sales data supports its reputation as a defensive retail stock. In the current economic climate, where consumer spending patterns remain mixed, Costco’s ability to generate 8% year-over-year growth ...
Rocky Mountain Chocolate Factory(RMCF) - 2026 Q1 - Earnings Call Transcript
2025-07-16 22:00
Rocky Mountain Chocolate Factory (RMCF) Q1 2026 Earnings Call July 16, 2025 09:00 AM ET Speaker0Good morning, ladies and gentlemen. Thank you for standing by. Welcome to today's conference call to discuss Rocky Mount Chocolate Factory's Financial Results for the Fiscal First Quarter twenty twenty six. At this time, all participants are in a listen only mode. As a reminder, this conference is being recorded.Joining us on the call today is the company's Interim CEO, Jeff Gagan and CFO, Carrie Cass. Please be ...
Trading Revenues Drive Bank Earnings; Wholesale Prices Muted
Forbes· 2025-07-16 21:55
市场表现 - 纳斯达克综合指数微涨0.2%,标普500指数下跌0.4%,道琼斯工业平均指数下跌1%,罗素2000指数下跌2% [2] - 科技板块涨幅主要由英伟达推动,其股价上涨4%并创历史新高,原因是特朗普政府放宽对华销售关税限制 [3] - ASML控股因关税导致前景下调,股价下跌8% [3] 通胀数据 - 消费者价格指数(CPI)表现分化,剔除新旧车销售后价格涨幅创2021年11月以来最快 [4] - 生产者价格指数(PPI)显示批发价格疲软,但市场对美联储9月降息预期概率从62%降至56% [7] 银行业绩 - 美国银行、高盛和摩根士丹利均超盈利预期,高盛和摩根士丹利营收亦超预期,美国银行营收未达预期 [5] - 银行普遍提及交易收入强劲,4月以来市场波动与关税消息对金融板块产生分化影响 [5] 非金融类公司 - 强生公司盈利和营收均超预期,并上调全年指引,盘前股价上涨2% [6] - 当前季度企业盈利同比增速预计达9%,但宏观经济前景存在不确定性 [6] 重点关注 - 债券市场走势将决定美联储能否降息,网飞将于次日公布财报,预期股价波动范围为84美元 [8][9]