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CSW Industrials (CSW) Beats Q1 Earnings Estimates
ZACKS· 2025-07-31 20:56
CSW Industrials (CSW) came out with quarterly earnings of $2.85 per share, beating the Zacks Consensus Estimate of $2.74 per share. This compares to earnings of $2.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.01%. A quarter ago, it was expected that this industrial products and coatings maker would post earnings of $2.23 per share when it actually produced earnings of $2.24, delivering a surprise of +0.45%.Over the la ...
Ashland (ASH) Q3 Earnings and Revenues Miss Estimates
ZACKS· 2025-07-30 07:16
Ashland (ASH) came out with quarterly earnings of $1.04 per share, missing the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -9.57%. A quarter ago, it was expected that this chemical company would post earnings of $1.1 per share when it actually produced earnings of $0.99, delivering a surprise of -10%.Over the last four quarters, the company has ...
Linde (LIN) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-25 23:01
Wall Street expects a year-over-year increase in earnings on higher revenues when Linde (LIN) 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 August 1. On the othe ...
Minerals Technologies (MTX) Beats Q2 Earnings Estimates
ZACKS· 2025-07-25 07:11
公司业绩表现 - 季度每股收益1.55美元 超出Zacks一致预期1.43美元 但低于去年同期1.65美元 [1] - 营收5.289亿美元 低于Zacks预期0.55% 且同比下滑2.27% [3] - 过去四个季度中 公司两次超过EPS预期 但均未达到营收预期 [2][3] 市场反应与估值 - 本季度业绩意外率为+8.39% 而上一季度为-1.72% [2] - 年初至今股价下跌21.1% 同期标普500指数上涨8.1% [4] - 当前Zacks评级为2级(买入) 主要基于财报发布前有利的盈利预测修正趋势 [7] 未来展望 - 下季度EPS预期1.64美元 营收预期5.4205亿美元 本财年EPS预期5.77美元 营收预期21.1亿美元 [8] - 行业排名显示 特种化工行业在250多个Zacks行业中位列前39% 历史数据显示前50%行业表现优于后50%行业两倍以上 [9] 同业比较 - 同业公司Linde预计6月季度EPS为4.03美元 同比增长4.7% 过去30天预测下调0.1% [10] - Linde预计营收83.5亿美元 同比增长1% 财报将于8月1日发布 [10]
Can Sustained Strength in Water Drive ECL Stock Before Q2 Earnings?
ZACKS· 2025-07-25 00:25
公司业绩与财报 - Ecolab将于2025年7月29日公布第二季度财报 上一季度调整后每股收益1.50美元与预期持平 过去四个季度三次超出预期 平均超出幅度0.7% [1] - 第二季度营收预期40.1亿美元 同比增长0.6% 每股收益预期1.90美元 同比增长13.1% [11] - 过去三个月股价上涨12.8% 跑赢特种化学品行业7.4%的涨幅 但落后标普500指数15.2%的涨幅 [14] 业务板块表现 - 全球水处理业务(原工业板块)一季度实现销售增长 主要受益于Barclay Water Management收购及轻工/重工、食品饮料领域有机增长 [2][3] - 高科技水处理业务加速增长 主要来自微电子生产用水循环利用和数据中心高性能冷却解决方案 [4] - 全球害虫防治业务一季度增长来自北美收购及食品饮料、餐饮酒店行业需求 [5] - 公司正在向"害虫智能监测"转型 已为大型零售商完成试点并取得良好效果 [6] 创新与战略发展 - 推出Ecolab RushReady AI程序 帮助餐厅优化运营效率和盈利能力 [22] - 发布3D TRASAR直接芯片液冷技术 实时监测数据中心服务器冷却液指标 [23] - 通过收购Barclay Water Management增强水安全及数字监测解决方案 [22] 估值与同业比较 - 公司12个月前瞻市盈率33.3倍 高于行业平均23.4倍 [18] - 估值低于同业Hawkins(35.8倍) 但高于Balchem(28.3倍)和Element Solutions(15.9倍) [19] - 过去三个月同业Hawkins和Element Solutions分别上涨22.5%和17.2% 表现优于Ecolab [17] 业务挑战 - 全球机构与专业板块销售持续下滑 主要受外科手术业务出售影响 [10] - 食品零售业务表现疲软 叠加宏观经济波动可能影响二季度业绩 [10]
CSW Industrials (CSW) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-07-24 23:08
The market expects CSW Industrials (CSW) 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 31, might help the stock move higher if these key numbers are better ...
Earnings Preview: Quaker Chemical (KWR) Q2 Earnings Expected to Decline
ZACKS· 2025-07-24 23:08
The market expects Quaker Chemical (KWR) 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 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 31, might help the stock move higher if these key numbers are better t ...
Element Solutions (ESI) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
ZACKS· 2025-07-23 23:08
Wall Street expects flat earnings compared to the year-ago quarter on lower revenues when Element Solutions (ESI) 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 J ...
Has Harmony Gold (HMY) Outpaced Other Basic Materials Stocks This Year?
ZACKS· 2025-07-23 22:41
行业概况 - 基础材料板块包含238只个股 在Zacks行业排名中位列第10位 [2] - 该板块年内平均回报率为15.8% [4] - 黄金开采行业包含39家公司 年内平均涨幅58.7% 行业排名第12位 [6] - 特种化学品行业包含37家公司 年内涨幅5.5% 行业排名第89位 [6] Harmony Gold (HMY)表现 - 公司Zacks评级为1级(强力买入) 该模型侧重盈利预测修正 [3] - 全年盈利预测共识值过去三个月上调43.9% [4] - 年内股价累计上涨83.1% 跑赢行业平均水平 [4] - 所属黄金开采行业中表现优于同行均值(58.7%) [6] Novozymes A/S (NVZMY)表现 - 公司Zacks评级同为1级(强力买入) [5] - 全年EPS预测共识值过去三个月上调9.5% [5] - 年内股价累计上涨22.7% 跑赢基础材料板块均值 [5] - 所属特种化学品行业年内涨幅5.5% [6] 投资关注点 - 两家公司均被建议作为基础材料板块重点观察标的 [7]
PPG Industries (PPG) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
ZACKS· 2025-07-22 23:07
核心观点 - 市场预计PPG Industries在2025年第二季度财报中将出现营收和盈利同比下滑 盈利预期为每股2 22美元 同比下降11 2% 营收预期为41 3亿美元 同比下降13 8% [1][3] - 财报实际表现与市场预期的对比将显著影响股价短期走势 若超预期可能推动股价上涨 反之则可能下跌 [2] - PPG Industries的盈利预期在过去30天内被上调0 54% 反映分析师对其前景的乐观修正 [4] Zacks共识预期 - 当前市场对PPG Industries的季度每股收益共识预期为2 22美元 较去年同期下降11 2% [3] - 营收共识预期为41 3亿美元 较去年同期下降13 8% [3] 盈利预测修正趋势 - 过去30天内PPG Industries的每股收益共识预期被上调0 54% [4] - 分析师对PPG Industries的最新预测显示 Most Accurate Estimate高于共识预期 形成+0 14%的Earnings ESP值 结合其Zacks Rank 3评级 预示大概率超预期 [12] 历史盈利惊喜 - 上一季度PPG Industries实际每股收益1 72美元 超出市场预期1 62美元 惊喜幅度达+6 17% [13] - 过去四个季度中 公司两次超越市场盈利预期 [14] 同业比较 - 同业公司RPM International预计季度每股收益1 6美元 同比增长2 6% 营收20 2亿美元 同比增长0 4% [18] - RPM International的Earnings ESP为-0 71% 结合Zacks Rank 3评级 难以预测其能否超预期 过去四个季度两次超预期 [19]