Key Takeaways BG is expected to report Q2 earnings of $1.19 per share on $11.4B in sales, both likely to fall y/y. Refined and Specialty Oils EBIT is expected to decline 28.2% amid lower results across most operations.Agribusiness revenues are projected to fall 19.7% as processing EBIT drops 47.5% in the quarter. Bunge Global SA (BG) is scheduled to report second-quarter 2025 results on July 30, before market open.The Zacks Consensus Estimate for BG’s second-quarter sales is pegged at $11.4 billion, indicat ...

Key Takeaways SWK's Q2 revenues are projected at $3.99B, down 0.9%, with EPS expected to fall 65.1% to $0.38.Tools & Outdoor may rise 1.6% on strong DEWALT demand and gains in key product lines.Industrial segment likely fell 10.3% on auto market softness and divestiture impact.Stanley Black & Decker, Inc. (SWK) is scheduled to release second-quarter 2025 results on July 29, before market open.The Zacks Consensus Estimate for this New Britain, CT-based tool maker’s second-quarter revenues is pegged at $3.99 ...

核心观点 - 市场预期RBC Bearings将在2025年6月季度实现收入和盈利同比增长，实际业绩与预期的对比可能影响短期股价[1][2] - 公司预计季度每股收益2.74美元（同比+7.9%），收入4.3198亿美元（同比+6.3%）[3] - 分析师近期下调EPS预期0.1%，显示对盈利前景趋于谨慎[4] - 公司历史上有三次超出EPS预期的记录，最近一季度超预期5.6%[13][14] 业绩预期与市场反应 - 若实际业绩超预期，股价可能上涨；反之可能下跌，但需结合管理层对业务状况的讨论综合判断[2] - 当前Earnings ESP为-0.64%，结合Zacks Rank 2的评级，难以确定公司会超出EPS预期[12] - 行业另一公司Flowserve预计季度每股收益0.78美元（同比+6.9%），收入12.1亿美元（同比+4.8%），但Earnings ESP为-1.5%[18][19] 盈利预测模型 - Zacks Earnings ESP模型通过对比最新分析师修正与共识预期，预测实际盈利偏离程度[7][8] - 正向ESP结合Zacks Rank 1-3时，预测准确率近70%[10] - 负向ESP或低Zacks Rank情况下难以预测盈利超预期[11] 历史表现与行业对比 - RBC Bearings过去四个季度中有三次超出EPS预期，最近一次超预期5.6%[13][14] - Flowserve过去四个季度有两次超出预期，当前Zacks Rank为1但ESP为负[19][20] - 盈利超预期并非股价变动的唯一因素，需结合其他催化剂综合考量[15][16]

The earnings report, which is expected to be released on August 1, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. Zacks Consensus Estimate This heavy vehi ...

SUPPLEMENTAL INFORMATION Q2 2025 USA: VTMX MEX: VESTA www.vesta.com.mx p p p p 1302628 Cautionary Statements Q2 2025 This presentation is strictly confidential, It has not been independently verified and is being furnished to you solely for your information. It may not be reproduced or redistributed to any other person, and it may not be published, in whole or in part, for any purpose. By receiving this presentation, you become bound by the above referred confidentiality obligation. Failure to comply with s ...

Gorman-Rupp (GRC) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.09%. A quarter ago, it was expected that this pump maker would post earnings of $0.44 per share when it actually produced earnings of $0.46, delivering a surprise of +4.55%.Over the last four quarters, the company has ...

Continuation of the theme - This potential avenue was highlight by our China Chemicals analyst, Kaylee Xu, last week; China Refining & Chemicals: Anti-Involution: Pathways, Exposure, and Who Benefits/Suffers. Kaylee sees the prohibition of new capacity as the most effective way to address oversupply, as the new additions dwarf the ageing capacity. That said, this is a move in the right direction and we think it will be seen as a positive for sentiment. This is all supportive of our recent upgrade of BASF; S ...

业绩表现 - 预计2025年半年度归母净利润1400万元至1500万元，同比增加2027.62%至2179.59% [1][3] - 预计2025年半年度营业收入2.5亿元至2.6亿元，同比增加13.67%至18.21% [3] - 预计2025年半年度扣非归母净利润1300万元至1400万元，同比增加3034.24%至3275.33% [3] - 2024年营业收入5.84亿元，同比增长17.21%，归母净利润1.08亿元，同比增长71.49%，扣非归母净利润1.05亿元，同比增长84.06% [3] 业务发展 - 主营业务为工业设备智能运维整体解决方案，产品为工业设备状态监测与故障诊断系统 [3] - 主营业务收入主要来自电力、冶金、石化、煤炭和水泥行业，重点开拓有色、轨交、水务、火电和港口等行业 [3] - 受益于风电、石化等行业智能化转型升级，设备智能运维服务收入增长较大 [4] - 2025年第一季度销售毛利率65.61%，同比提升5.41个百分点 [2][5] 战略与研发 - 2024年9月发布"高质量发展2.0战略"，包括伙伴战略、服务战略和好产品全球化战略 [3] - 持续加强AI布局，完善硬件、软件、AI算法、诊断服务等研发一体化能力建设 [1][5] - 2024年研发费用1.07亿元，占营业收入18.36%，累计获得国际专利授权1项，国内专利授权144项，软件著作权139项 [6][7] - 实时接入数据中心远程监测的重要设备超18万台，积累超3万个设备故障案例数据和大量诊断标签 [5] - 专业大模型PHMGPT实现迭代升级，推动工业AI从"感知智能"到"认知智能" [5] 管理优化 - 加强组织能力建设，带动净利润大幅增长 [4] - 针对研发中心、供应链中心和销服中心等进行调整，强化扁平化管理 [4]

SUGAR LAND, Texas, July 24, 2025 (GLOBE NEWSWIRE) -- Team, Inc. (NYSE: TISI) (“TEAM” or the “Company”), a global, leading provider of specialty industrial services offering clients access to a full suite of conventional, specialized, and proprietary mechanical, heat-treating, and inspection services, today announced the promotion of Daniel Dolson to Executive Vice President, Chief Strategy and Transformation Officer to lead the Company’s transformation efforts to achieve certain financial and operational ta ...

Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have no stock, opti ...