What To Expect When HCA Healthcare Reports Q3 Earnings On Friday
Benzinga· 2025-10-23 18:55
HCA Healthcare, Inc. (NYSE:HCA) will release its third-quarter 2025 financial results on October 24. Analysts estimate adjusted earnings of $5.72 per share, with sales of $18.57 billion.For the third quarter of 2025, Guggenheim Partners expects HCA Healthcare to deliver EBITDA in line with or slightly above estimates, supported by patient volumes up 2–3% and stable trends from channel checks.The firm notes modest deceleration in August but highlights ongoing favorable payor mix as lower-reimbursing payors r ...
Montauk Renewables Is Not Risky Now, But Leverage Is Adding Up (NASDAQ:MNTK)
Seeking Alpha· 2025-10-23 18:54
Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...
Montauk Renewables Is Not Risky Now, But Leverage Is Adding Up
Seeking Alpha· 2025-10-23 18:54
Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...
Starbucks Union set to vote on strike authorization
Youtube· 2025-10-23 18:53
Core Viewpoint - Starbucks workers are set to vote on authorizing a strike, which could disrupt CEO Brian Nichol's turnaround plans for the company [1] Group 1: Strike Authorization and Union Demands - Voting on the strike will begin tomorrow and will be open for several days, with the potential for an open-ended strike if approved [1] - Workers United is advocating for a contract that includes better hours, higher take-home pay, and resolution of numerous outstanding unfair labor practice charges, although specific pay figures are not disclosed [2] - Currently, there are no active negotiations between Starbucks and the union, following a mediation process last spring that resulted in the union rejecting a proposal from Starbucks in April [2] Group 2: Company Response and Financial Context - Starbucks stated that Workers United represents only about 4% of its workforce and expressed willingness to resume negotiations if the union is ready [3] - The company is experiencing negative same-store sales for six consecutive quarters, highlighting the importance of the upcoming earnings report and the effectiveness of the turnaround plan under CEO Brian Nichol [3] - The holiday season typically boosts sales for Starbucks, which may be impacted by the potential strike [3] Group 3: Potential Impact of the Strike - If a strike occurs, the specifics regarding duration, location, and timing remain undetermined, making it unclear how many stores will be affected [4] - There are 650 unionized stores among Starbucks' 18,000 licensed and company-operated stores in the US and Canada, indicating that while the unionized workforce is small, it could still have a meaningful impact [5][6]
MGM's Sudden Withdrawal From NYC Casino Race: Saturation Fears Gripping Gaming Developers
Seeking Alpha· 2025-10-23 18:52
For in-depth and deep dive research on the casino and gmaing sector, subscribe to The House Edge . New: Free excerpts from our book in progress "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers.Since the legalization of gambling in Atlantic City in 1976, New York legislators have been battered by criticism for not acting to bring casinos to a metropolitan area of 18 million residents. In 2022, lawmakers responded (46 years later) byHoward Jay Klein has 30 years of exp ...
BofA Stays Bullish on Alphabet (GOOGL) as AI and Cloud Momentum Build
Insider Monkey· 2025-10-23 18:52
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Southwest Airlines Q3 Earnings Beat, Revenues Lag Estimates
ZACKS· 2025-10-23 18:51
Core Insights - Southwest Airlines Co. reported mixed third-quarter 2025 results, with earnings surpassing estimates but revenues falling short [1] - Quarterly earnings were 11 cents per share, beating the Zacks Consensus Estimate of 1 cent, but down 26.7% year over year [1] - Revenues reached $6.94 billion, missing the Zacks Consensus Estimate of $6.96 billion, but showing a 1.1% year-over-year improvement [1] Financial Performance - The airline's operating income for the third quarter was $35 million, down from $38 million year over year, but adjusted operating income rose to $42 million from $32 million [6] - Total adjusted operating expenses increased by 3.4% in the third quarter of 2025 [6] - Fuel cost per gallon decreased by 5.9% year over year to $2.40 [7] Operational Metrics - Airline traffic, measured in revenue passenger miles, fell by 1% year over year to 36.36 billion [4] - Capacity, measured in available seat miles (ASMs), grew by 0.8% year over year to 45.56 billion [4] - Load factor decreased by 1.4 percentage points to 79.8% [4] Revenue Metrics - Passenger revenue per available seat mile (PRASM) increased by 0.2% year over year to 13.85 cents [4] - Revenue per available seat mile (RASM) grew by 0.4% year over year to 15.25 cents [5] Liquidity and Capital Expenditures - As of the end of the third quarter, cash and cash equivalents were $2.90 billion, down from $3.47 billion in the previous quarter [10] - Capital expenditures for the third quarter were $678 million, primarily due to aircraft-related spending [11] - The company returned $439 million to shareholders, including $189 million in dividends and $250 million in share repurchases [11] Future Outlook - Southwest anticipates fourth-quarter 2025 unit revenues to increase by 1-3% year over year, with capacity expected to rise by almost 6% [12] - The company expects to achieve a cost reduction target of $370 million for the year [13] - 2025 capital spending is projected to be between $2.5 billion and $3.0 billion [15] - The earnings before interest and taxes (EBIT) guidance for 2025 remains between $600 million and $800 million [16]
T-Mobile Adds 1 Million Customers, Steps Up Mobile Fight
Youtube· 2025-10-23 18:49
The market is kind of trying to find the flies in the ointment here. Why. Why do you think that millions ascribed to postpaid wasn't enough.Look, I don't spend my time trying to predict market trading on a day to day basis. My focus is on building a solid, robust business, which is what we've got, and a business where we're constantly expanding and widening our differentiation. That's the core of what we're focusing on, because when you look at this quarter's results, you know, T-Mobile has been the growth ...
T-Mobile's Subscriber Boom Isn't Enough for Wall Street, Analyst Explains Why
Benzinga· 2025-10-23 18:46
T-Mobile US, Inc. (NASDAQ:TMUS) delivered a strong quarter for customer growth by adding over a million new phone subscribers.Despite significantly outperforming subscriber growth targets, T-Mobile’s latest earnings guidance is causing concern among investors who expected its strong customer momentum to translate into a more substantial financial forecast.Analyst TakeGoldman Sachs analyst Michael Ng maintained a Buy rating on T-Mobile with a price forecast of $286.Also Read: T-Mobile Raises Outlook, So Why ...
FCX's Q3 Earnings & Sales Beat Estimates on Higher Copper Prices
ZACKS· 2025-10-23 18:45
Key Takeaways Freeport-McMoRan's Q3 net income rose 28.1% year over year to $674 million, beating estimates.Higher copper and gold prices drove earnings growth despite lower production and sales volumes.Copper output fell 13.2%, but realized prices jumped 8.8%, lifting overall quarterly performance.Freeport-McMoRan Inc. (FCX) recorded net income of $674 million or 46 cents per share for the third quarter of 2025, up around 28.1% from $526 million or 36 cents in the year-ago quarter.Barring one-time items, a ...