Core Viewpoint - Chevron reported adjusted earnings per share of $1.77 for the second quarter, exceeding expectations of $1.71 [1] Financial Performance - The company's second-quarter revenue and other income totaled $44.82 billion, which fell short of the forecast of $46.75 billion [1] - Operating cash flow for the second quarter was $8.6 billion, surpassing the expected $7.45 billion [1]

万事达（MA）二季度净营收为81.3亿美元，预计为79.4亿美元；调整后的 每股收益为4.15美元，预计 为4.02美元。 ...

公司摊薄每股收益为0.41元。 公司最新总资产周转率为0.36次，较去年同期总资产周转率减少0.12次，同比较去年同期下降24.81%。最新存货周转率为1.32次，较去年同期存货周转率减 少0.34次，同比较去年同期下降20.29%。 公司股东户数为3.84万户，前十大股东持股数量为1.82亿股，占总股本比例为72.46%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | 1 | 袁微微 | 39.6 | | 2 | 郭旭辉 | 30.2 | | 3 | 香港中央结算有限公司 | 0.49 | | ব | 东台智展企业管理合伙企业(有限合伙) | 0.32 | | 5 | 中国银行股份有限公司-易方达供给改革灵活配置混合型证券投资基金 | 0.32 | | 6 | 中国农业银行股份有限公司 宝盈策略增长混合型证券投资基金 | 0.30 | | 7 | 招商银行股份有限公司-南方中证1000交易型开放式指数证券投资基金 | 0.28 | | 8 | 马新成 | 0.27 | | g | 中国农业银行股份有限公司-宝盈科技30灵活配置混合型证券投资基金 | ...

Core Viewpoint - UnitedHealth expects adjusted earnings per share for the current fiscal year to be at least $16, which is below the market expectation of $20.40 [1] Group 1 - UnitedHealth's adjusted earnings per share forecast is significantly lower than market expectations [1]

Core Insights - UnitedHealth's adjusted earnings per share for Q2 were $4.08, down from $6.80 in the same period last year, and below market expectations of $4.59 [1] - The company expects adjusted earnings per share for the full year to be at least $16, while market expectations are at $20.40 [1] - UnitedHealth anticipates a return to profit growth by 2026 [1] - The stock experienced significant volatility in pre-market trading, currently up 0.67% [1]

Core Viewpoint - Goldman Sachs has issued a "Buy" rating for Apple (AAPL.US) with a target price of $251, anticipating that the company's Q3 FY2025 earnings will exceed market expectations [1]. Group 1: Q3 FY2025 Earnings Expectations - Goldman Sachs projects Apple's Q3 revenue to be $89.5 billion, representing a 4% year-over-year increase, surpassing the market expectation of $89.1 billion [1]. - The expected earnings per share (EPS) for Q3 is $1.45, which is also above the market consensus of $1.42 [1]. - Key drivers for the revenue and EPS exceeding expectations include a double-digit growth in service revenue (11% year-over-year), strong performance across product lines such as iPhone, Mac, iPad, and wearables, and improved gross margins due to optimized tariff-related costs and reduced foreign exchange headwinds [1]. Group 2: Service Business and iPhone Demand - The service business is expected to show resilient revenue growth, primarily driven by accelerating consumer spending on the App Store, despite increased uncertainty from the introduction of third-party payment channels [1]. - In the next 12 months, iPhone upgrade demand is anticipated to be supported by two factors: increased promotional efforts from U.S. wireless carriers and product innovations including enhancements in smart features and design [1]. Group 3: Q4 FY2025 Projections - For Q4 FY2025, Goldman Sachs forecasts Apple's revenue to reach $99.5 billion, with an EPS of $1.70 and a gross margin of 45.9%, all exceeding general market expectations [2]. Group 4: Stock Performance - As of the last market close, Apple's stock fell by 0.18% to $213.76, marking a cumulative decline of 14% year-to-date [3].

Group 1 - The adjusted earnings per share for 3M's continuing operations in Q2 were $2.16, exceeding market expectations of $2.01 [1] - The net sales for Q2 amounted to $6.3 billion [1] - 3M now expects a 2.5% growth in total sales for the full fiscal year, up from a previous estimate of 0.5%-1.5% [1] - The company anticipates a 2% growth in adjusted organic sales for the full fiscal year, slightly down from the previous forecast of 2%-3% [1] Group 2 - 3M's stock rose over 3% in pre-market trading [2]

Group 1 - The core point of the article is that Micron Technology (MU.O) is projecting earnings per share for the fourth fiscal quarter to be between $2.14 and $2.44 [1] Group 2 - The earnings guidance indicates a positive outlook for the company's financial performance in the upcoming quarter [1] - This projection may reflect the company's recovery or growth in demand for its products [1] - Investors may view this earnings forecast as a signal of potential profitability and market confidence in Micron Technology [1]

Core Viewpoint - Darden Restaurants Inc. is expected to report strong fourth-quarter results, with analysts predicting a beat and positive guidance for fiscal year 2026, although some of this may already be reflected in the stock's performance [1][4]. Group 1: Financial Performance Expectations - Analysts from Truist Securities predict Olive Garden's same-store sales (SSS) will rise by 6.5% in the quarter, surpassing the 4.5% consensus and likely exceeding investor expectations [2]. - The fourth-quarter same-store sales estimate has been raised to +4.5% and EPS forecast to $3.02, both above the consensus estimates of +3.6% and $2.96 [3]. - For fiscal year 2026, the blended SSS forecast is increased to +3.8% and EPS to $11.05, up from +3.5% and $10.92 respectively [3]. Group 2: Strategic Focus and Market Position - Darden is likely to reaffirm its long-term goal of a 10%–15% total shareholder return, with a greater emphasis on new store openings rather than margin expansion [2]. - Olive Garden, which accounts for approximately 43% of Darden's sales, is seen as a key driver for the company's performance, benefiting from delivery growth and enhanced marketing efforts [5]. - Analysts maintain a bullish outlook on Darden, with expectations of continued earnings upside into fiscal year 2026 despite the stock's elevated price-to-earnings (P/E) multiple of 21x [4][5]. Group 3: Analyst Ratings and Price Forecasts - Truist Securities analyst Jake Bartlett has reiterated a Buy rating on Darden, raising the price forecast from $230 to $252 [8]. - Oppenheimer analyst Brian Bittner has also reiterated an Outperform rating, adjusting the price forecast from $230 to $250 [8].

Group 1 - Barclays raised the 2025 S&P 500 index target from 5900 to 6050, anticipating a recovery in earnings per share (EPS) growth for fiscal year 2026 [1] - The peak of trade policy uncertainty may have passed, allowing for a slight expansion in valuations, although concerns about the U.S. fiscal outlook and high interest rates remain [1][2] - Barclays estimates potential adverse impacts on 2025 S&P 500 EPS under different tariff scenarios, utilizing industry-level trade and output data [1] Group 2 - For fiscal year 2026, Barclays projects an EPS of $285, with a target S&P 500 index level of 6700, expecting earnings growth to normalize post-2025 tariff impacts [3] - The bank maintains a positive outlook on the financial sector due to factors like a steepening yield curve and potential regulatory easing, as well as on healthcare and large tech sectors due to attractive valuations and strong growth prospects [4]