Core Viewpoint - Edison International (EIX) reported strong first-quarter 2025 adjusted earnings of $1.37 per share, exceeding expectations and showing significant year-over-year growth [1][2] Financial Performance - Adjusted earnings per share of $1.37 surpassed the Zacks Consensus Estimate of $1.21 by 13.2% and increased 21.2% from $1.13 in the same quarter last year [1] - GAAP earnings were reported at $3.73 per share, a recovery from a GAAP loss of 3 cents per share in Q1 2024 [1] - Total operating revenues for Q1 2025 were $3.81 billion, missing the Zacks Consensus Estimate of $4.14 billion by 7.8% and down 6.5% from $4.08 billion in the prior year [3] Operational Highlights - Total operating expenses decreased significantly by 56.2% year over year to $1.68 billion [4] - Purchased power and fuel costs rose by 3.9%, while depreciation and amortization expenses increased by 5.7% [4] - Operating income for Q1 2025 was $2.13 billion, a substantial increase from $0.25 billion in the previous year [5] Segment Results - Southern California Edison reported adjusted earnings of $1.61 per share, up from $1.33 in the year-ago quarter, benefiting from interest expense related to cost recoveries [6] - The Edison International Parent and Other segment incurred an adjusted loss of 24 cents per share [6] Financial Update - As of March 31, 2025, cash and cash equivalents were $1.32 billion, a significant increase from $0.19 billion at the end of 2024 [7] - Long-term debt rose to $35.39 billion from $33.53 billion at the end of 2024 [7] - Net cash flow from operating activities was $1.22 billion, compared to $1.04 billion in the prior-year period [7] Capital Expenditures - Total capital expenditures for Q1 2025 were $1.41 billion, up from $1.28 billion in the same period last year [8] Guidance - The company reiterated its 2025 earnings outlook, expecting earnings in the range of $5.94 to $6.34 per share, with the Zacks Consensus Estimate currently at $6.02 per share [9][10] Zacks Rank - Edison International currently holds a Zacks Rank 2 (Buy) [11]

Core Viewpoint - Newell Brands reported a revenue decline of 5.3% year-over-year for Q1 2025, with a revenue of $1.57 billion, slightly exceeding analyst expectations [1]. Financial Performance - Revenue for the quarter was $1.57 billion, down from the previous year, but above the Zacks Consensus Estimate of $1.55 billion, resulting in a surprise of +1.23% [1]. - Earnings per share (EPS) was reported at -$0.01, an improvement from $0.00 in the same quarter last year, with an EPS surprise of +85.71% against a consensus estimate of -$0.07 [1]. Segment Performance - Home and Commercial Solutions net sales were $812 million, below the estimated $817.89 million, reflecting a year-over-year decline of -9.1% [4]. - Outdoor and Recreation net sales reached $182 million, slightly above the estimated $179.14 million, but still down -9.5% year-over-year [4]. - Learning and Development net sales were $572 million, exceeding the estimated $547.41 million, marking a year-over-year increase of +2.3% [4]. Operating Income - Normalized Operating Income for Home and Commercial Solutions was $20 million, below the average estimate of $34.78 million [4]. - Corporate Normalized Operating Loss was reported at -$52 million, better than the estimated -$62.76 million [4]. - Normalized Operating Income for Learning & Development was $103 million, closely matching the estimate of $103.44 million [4]. Stock Performance - Newell Brands' shares have declined -16.3% over the past month, contrasting with the Zacks S&P 500 composite's slight decline of -0.2% [3]. - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3].

Core Insights - Stanley Black & Decker reported revenue of $3.74 billion for the quarter ended March 2025, a decrease of 3.2% year-over-year, but exceeded the Zacks Consensus Estimate by 0.37% [1] - The company's EPS was $0.75, up from $0.56 in the same quarter last year, representing a surprise of 10.29% over the consensus estimate of $0.68 [1] Financial Performance - Net Sales for Tools & Outdoor segment were $3.28 billion, slightly above the five-analyst average estimate of $3.26 billion, with a year-over-year change of -0.1% [4] - Normalized operating profit for Corporate overhead was reported at -$68.40 million, worse than the average estimate of -$60.80 million from four analysts [4] - Normalized operating profit for Tools & Outdoor was $314.20 million, exceeding the average estimate of $310.44 million from four analysts [4] Stock Performance - Shares of Stanley Black & Decker have declined by 19.5% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Spotify Technology SPOT reported downbeat first-quarter 2025 financial results on Tuesday.Spotify reported quarterly earnings of $1.13 per share, which missed the analyst consensus estimate of $2.33. The company reported quarterly sales of $4.41 billion (4.19 billion euros), up by 15% year-on-year, which beat the analyst consensus estimate of $4.20 billion.Spotify clocked monthly average user (MAU) net additions of 3 million quarter-over-quarter to 678 million, which is in line with the guidance.Spotify sai ...

在经历了六天的上涨之后，美国股市似乎进入回调。贸易紧张局势、疲软的美国经济数据和超微电脑业 绩预警下，市场不确定性加剧。 30日周一，美国股指期货下跌，欧股开盘上涨，欧元对美元小幅上涨，美债维稳，现货黄金跌0.9%。 本周，美国将公布非农和通胀数据，Meta、高通、苹果、微软、亚马逊等科技巨头相机公布财报。这 将为投资者提供有关经济状况的更多信息。 随着贸易摩擦的加剧，多家公司撤回了业绩指引。General Motors Co.和JetBlue Airways Corp.加入了这 一行列，而United Parcel Service Inc.更是宣布将在今年裁员20000人。 Mercedes-Benz Group AG也由于 贸易壁垒的不确定性而撤回了今年的业绩展望。 Saxo Markets 的首席投资策略师Charu Chanana表示，市场正在寻找新的催化剂，投资者正在等待关键的 宏观数据和大型科技公司的财报。 【17:49】 现货白银日内走低，现跌2.00%，报32.27美元/盎司。 【16:30】 WTI原油日内跌幅达2.0%，报59.2美元/桶。 美股盘前，标准普尔 500 指数期货下跌 0.4 ...

近期供销大集（000564）发布2025年一季报，证券之星财报模型分析如下： 经营业绩 供销大集在2025年一季度实现了营业总收入3.65亿元，较去年同期下降了6.45%。尽管收入有所下滑， 但公司的亏损情况得到了显著改善。归母净利润为-629.38万元，同比上升95.18%，扣非净利润 为-3260.24万元，同比上升72.58%。 盈利能力 从盈利能力来看，供销大集的毛利率为27.41%，较去年同期减少了2.94个百分点；净利率为-2.57%，同 比增加了92.65%。这表明公司在控制成本方面取得了一定成效，但仍面临一定的盈利压力。 费用控制 公司在费用控制方面表现出色，销售费用、管理费用和财务费用总计1.48亿元，三费占营收比为 40.41%，较去年同期大幅降低了31.51%。这反映了公司在优化内部管理、降低运营成本方面的努力。 资产负债状况 截至2025年一季度末，公司的货币资金为11.62亿元，较去年同期增长了1.09%；有息负债为52.44亿 元，较去年同期减少了17.39%。应收账款为7682.91万元，较去年同期减少了0.90%。 现金流与分红 每股经营性现金流为-0元，同比增加了66.57% ...

2025年4月29日，北方股份(600262.SH)发布2025年一季报。 公司营业总收入为8.81亿元，在已披露的同业公司中排名第32，较去年同报告期营业总收入增加5303.03 万元，实现2年连续上涨，同比较去年同期上涨6.41%。归母净利润为6346.22万元，在已披露的同业公 司中排名第32，较去年同报告期归母净利润增加1152.33万元，实现2年连续上涨，同比较去年同期上涨 22.19%。经营活动现金净流入为6.48亿元，在已披露的同业公司中排名第3，较去年同报告期经营活动 现金净流入增加5.78亿元，同比较去年同期上涨824.70%。 公司最新资产负债率为64.09%。 公司最新毛利率为16.73%。最新ROE为3.75%，在已披露的同业公司中排名第20，较去年同期ROE增加 0.37个百分点。 公司摊薄每股收益为0.37元，在已披露的同业公司中排名第16，较去年同报告期摊薄每股收益增加0.06 元，实现2年连续上涨，同比较去年同期上涨19.35%。 公司最新总资产周转率为0.19次，在已披露的同业公司中排名第13。最新存货周转率为0.47次，在已披 露的同业公司中排名第77。 公司股东户数为1. ...

Core Insights - LendingClub reported revenue of $217.71 million for the quarter ended March 2025, reflecting a year-over-year increase of 20.5% and a surprise of +1.49% over the Zacks Consensus Estimate of $214.51 million [1] - The company's EPS for the quarter was $0.10, unchanged from the consensus estimate, but down from $0.11 in the same quarter last year [1] Financial Performance Metrics - Net Interest Margin was reported at 6%, exceeding the average estimate of 5.5% from two analysts [4] - The Net Charge-off Ratio was 4.8%, slightly better than the estimated 4.9% [4] - Efficiency Ratio stood at 66.1%, outperforming the average estimate of 68.1% [4] - Average Balance of Total Interest-Earning Assets was $10.04 billion, below the average estimate of $10.51 billion [4] - Total Interest Income was $232.06 million, lower than the estimated $235.20 million [4] - Net Interest Income reached $149.96 million, surpassing the average estimate of $142.25 million [4] - Total Non-Interest Income was $67.75 million, below the average estimate of $72.62 million [4] - Marketplace Revenue was $65.64 million, compared to the estimated $69.65 million [4] Stock Performance - LendingClub shares have returned +6.4% over the past month, contrasting with a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Flowserve reported revenue of $1.14 billion for the quarter ended March 2025, reflecting a 5.3% increase year-over-year and surpassing the Zacks Consensus Estimate of $1.11 billion by 3.35% [1] - The company's EPS was $0.72, up from $0.58 in the same quarter last year, resulting in an EPS surprise of 22.03% compared to the consensus estimate of $0.59 [1] Revenue Performance - Sales from FPD segment reached $783.10 million, exceeding the average estimate of $749.56 million, with a year-over-year change of 1.9% [4] - FCD segment sales were reported at $364.10 million, above the average estimate of $358.78 million, showing a significant year-over-year increase of 14.2% [4] - Intersegment sales reported a slight decline of -$2.70 million, compared to the average estimate of -$2.20 million, but still represented a year-over-year change of 10.8% [4] Operating Income - Adjusted Operating Income for the FPD segment was $138.60 million, surpassing the average estimate of $116.22 million [4] - Adjusted Operating Income for the FCD segment was $44.60 million, slightly above the average estimate of $42.93 million [4] Stock Performance - Flowserve's shares have returned -8.6% over the past month, contrasting with the Zacks S&P 500 composite's -0.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - WesBanco reported $194.39 million in revenue for Q1 2025, a year-over-year increase of 33.3% [1] - The EPS for the same period was $0.66, up from $0.56 a year ago, exceeding the consensus estimate of $0.60 by 10% [1] Financial Performance - Revenue exceeded the Zacks Consensus Estimate of $186.97 million by 3.97% [1] - Net Interest Margin was reported at 3.4%, above the average estimate of 3.1% [4] - Efficiency Ratio stood at 58.6%, better than the average estimate of 61.9% [4] - Total non-performing loans were $81.49 million, lower than the average estimate of $94.38 million [4] - Net Interest Income was $158.52 million, surpassing the estimate of $156.27 million [4] Other Key Metrics - Total Non-Interest Income was $34.67 million, slightly below the estimate of $35.53 million [4] - Mortgage banking income was $1.14 million, compared to the average estimate of $1.55 million [4] - Service charges on deposits were $8.59 million, lower than the estimate of $8.97 million [4] - The stock has returned -3.8% over the past month, compared to the S&P 500's -0.8% change [3]