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Behavioral Segment Concerns Overshadow Universal Health Q2 Earnings Beat
Benzinga· 2025-07-29 18:28
Core Insights - Universal Health Services Inc. reported second-quarter adjusted earnings of $5.35 per share, exceeding the consensus estimate of $4.92 [1] - The company generated sales of $4.28 billion, reflecting a year-over-year increase of 9.6%, surpassing the consensus estimate of $4.24 billion [1] Acute Care Hospitals - Adjusted admissions at acute care hospitals increased by 2.0%, while adjusted patient days rose by 1.1% year over year [2] - Net revenue per adjusted admission increased by 3.8%, and net revenue per adjusted patient day increased by 4.7% [2] - Net revenues from acute care services increased by 7.9% on a same facility basis [3] Behavioral Health Care Facilities - Adjusted admissions at behavioral health care facilities increased by 0.4%, and adjusted patient days increased by 1.2% [4] - Net revenue per adjusted admission rose by 8.6%, while net revenue per adjusted patient day increased by 7.8% [4] - Net revenues from behavioral health care services increased by 8.9% on a same facility basis [4] Company Operations - Universal Health operates 29 inpatient acute care hospitals and 338 inpatient behavioral health facilities, along with 61 outpatient facilities [5] Guidance - The company raised its fiscal year 2025 adjusted earnings guidance to $20.00-$21.00 per share, compared to the previous range of $18.45-$19.95 [6] - Sales guidance for 2025 was narrowed to $17.09 billion-$17.31 billion, against the previous range of $17.02 billion-$17.36 billion [6] - The forecasted adjusted EBITDA for 2025 was revised to approximately $2.46 billion-$2.543 billion, up from the prior range of $2.36 billion-$2.48 billion [6] Analyst Insights - Guggenheim Partners noted that adjusted EBITDA-NCI of $643 million exceeded the consensus estimate of $615 million, but core performance was weaker than expected due to adjustments [7] - Analyst Jason Cassorla indicated that higher 2025 EBITDA could lead to increased share repurchase, with a leverage ratio of 1.9x providing flexibility for returns [8] - Despite a recent ~15% drop in stock price, UHS is trading at historically low valuation levels, with cautious investor sentiment regarding future growth in the behavioral health segment [9]
P&G (PG) Reports Q4 Earnings: What Key Metrics Have to Say
ZACKS· 2025-07-29 14:35
Core Insights - Procter & Gamble (PG) reported revenue of $20.89 billion for the quarter ended June 2025, marking a year-over-year increase of 1.7% and exceeding the Zacks Consensus Estimate by 0.39% [1] - The earnings per share (EPS) for the same period was $1.48, up from $1.40 a year ago, representing a surprise of 3.5% over the consensus estimate of $1.43 [1] Financial Performance Metrics - Organic Sales Growth for Beauty was 1%, below the average estimate of 1.7% [4] - Organic Sales Growth for Grooming was 1%, compared to the estimated 2.8% [4] - Total Organic Sales Growth for P&G was 2%, exceeding the average estimate of 1.4% [4] - Organic Sales Growth for Baby, Feminine & Family Care was 1%, above the estimate of 0.6% [4] - Organic Sales Growth for Fabric & Home Care was 1%, slightly below the estimate of 1.4% [4] - Organic Sales Growth for Health Care was 2%, below the average estimate of 3.1% [4] Net Sales Performance - Net sales for Beauty were $3.73 billion, slightly below the estimate of $3.76 billion, with a year-over-year change of +0.2% [4] - Net sales for Grooming were $1.68 billion, matching the average estimate, with a year-over-year increase of +1.6% [4] - Net sales for Corporate were $274 million, significantly above the estimate of $186.14 million, representing a +35.6% change year-over-year [4] - Net sales for Fabric & Home Care were $7.39 billion, slightly above the estimate of $7.36 billion, with a year-over-year change of +1.7% [4] - Net sales for Baby, Feminine & Family Care were $5.09 billion, exceeding the estimate of $5.02 billion, with a year-over-year change of +1.7% [4] - Net sales for Health Care were $2.72 billion, slightly below the estimate of $2.74 billion, with a year-over-year change of +1.8% [4] Stock Performance - P&G shares have returned -1.4% over the past month, while the Zacks S&P 500 composite has increased by +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Here's What Key Metrics Tell Us About Boeing (BA) Q2 Earnings
ZACKS· 2025-07-29 14:31
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Boeing performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Boeing (BA) reported $22.75 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 34.9%. EPS of -$1.24 for the same period compares ...
Beyond(BYON) - 2025 Q2 - Earnings Call Presentation
2025-07-29 12:30
Financial Performance - Revenue for 2Q 2025 was $282 million[6], a decrease of $116 million or 29% compared to 2Q 2024[6, 10] - Gross margin for 2Q 2025 was 23.7%[6, 15], an increase of 360 bps compared to 2Q 2024[6, 15] - Adjusted EBITDA for 2Q 2025 was -$8 million[6, 26], an improvement of $28 million compared to 2Q 2024[6, 26] - G&A and Tech Expense for 2Q 2025 was $37 million[6, 23], a decrease of $9 million or 19% compared to 2Q 2024[6, 23] Customer & Order Metrics - Orders delivered (LTM) were 5.7 million[33], a decrease of 2.9 million or 33.8% compared to 2Q 2024[30, 31] - Average order value was $219[33], an increase of 7.2% compared to 2Q 2024[33] - Active customers (LTM) were 4.4 million[36], a decrease of 1.9 million or 30% compared to 2Q 2024[36] - Order frequency was 1.32[36], a decrease of 5.4% compared to 2Q 2024[36] Expense Management - The company is targeting a $150 million annual G&A and Tech Expense run rate[23, 40] - Sales & Marketing Expense was $38 million or 13.5% of revenue[17, 18], a decrease of $28 million or 320 bps compared to 2Q 2024[18]
Nomura (NMR) - 2026 Q1 - Earnings Call Presentation
2025-07-29 09:30
Financial Performance Highlights - Nomura Holdings' net revenue reached Y523.3 billion, a 16% increase QoQ and a 15% increase YoY[12, 13] - Income before income taxes was Y160.3 billion, up 64% QoQ and 56% YoY[12, 13] - Net income attributable to Nomura Holdings shareholders was Y104.6 billion, a 45% increase QoQ and a 52% increase YoY[12, 13] - Return on Equity (ROE) was 12.0%[12, 13] Segment Performance - Four segment income before income taxes rose to Y105.8 billion, a 15% increase QoQ[12] - Wealth Management net revenue was Y105.8 billion, up 6% QoQ but down 4% YoY[14, 19] - Investment Management net revenue was Y50.6 billion, up 18% QoQ and 6% YoY[14, 42] - Wholesale net revenue was Y261.1 billion, up 1% QoQ and 7% YoY[14, 56] - Banking net revenue was Y12.8 billion, up 12% QoQ and 14% YoY[14, 75] Wealth Management - Recurring revenue assets saw net inflow for the 13th consecutive quarter[12, 23] - Total sales increased 24% QoQ[27] - Net inflows of recurring revenue assets were Y278.9 billion[23] Investment Management - Assets under management reached a record high of Y94.3 trillion[12, 45, 47] - Investment trusts (excluding ETFs, MRFs, etc) saw net inflow of Y280 billion[52] Wholesale - Global Markets net revenue was Y223.1 billion, up 8% QoQ and 7% YoY[63] - Investment Banking net revenue was Y37.9 billion, down 27% QoQ but up 2% YoY[66]
X @Bloomberg
Bloomberg· 2025-07-25 16:14
Canada’s retaliatory tariffs on US goods are partially offsetting weaker revenue from corporate and sales taxes as federal government expenditures continue to rise https://t.co/G5NGTRVVFj ...
TriNet (TNET) Reports Q2 Earnings: What Key Metrics Have to Say
ZACKS· 2025-07-25 14:30
Core Insights - TriNet Group reported a revenue of $291 million for the quarter ended June 2025, reflecting a decline of 6.1% year-over-year, while EPS decreased to $1.15 from $1.53 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $283.73 million by 2.56%, and the EPS surpassed the consensus estimate of $1.00 by 15% [1] Financial Performance - Interest income was reported at $18 million, significantly higher than the average estimate of $11.58 million from three analysts [4] - Professional service revenues were $172 million, slightly below the estimated $172.99 million, marking a year-over-year decline of 7.5% [4] - Insurance service revenues stood at $1.05 billion, matching the average estimate and showing a year-over-year increase of 0.8% [4] Stock Performance - Over the past month, TriNet's shares have returned -10.5%, contrasting with a +4.6% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]
X @Forbes
Forbes· 2025-07-24 20:00
Tesla Posts Sharpest Revenue Slump In Over 10 Years After Historic Sales Drop https://t.co/mxurpNqWAt https://t.co/VfBCZJT8pJ ...
ServiceNow (NOW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-23 23:01
Group 1 - ServiceNow reported $3.22 billion in revenue for the quarter ended June 2025, a year-over-year increase of 22.4% [1] - The EPS for the same period was $4.09, compared to $3.13 a year ago, indicating a significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of $3.12 billion, resulting in a surprise of +3.02% [1] Group 2 - The company delivered an EPS surprise of +15.54%, with the consensus EPS estimate being $3.54 [1] - Current Remaining Performance Obligations (cRPO) were $10.92 billion, surpassing the $10.48 billion average estimate [4] - Remaining Performance Obligations (RPO) totaled $23.90 billion, compared to the $22.11 billion average estimate [4] Group 3 - Revenues from Professional services and other reached $102 million, exceeding the $88.78 million estimated by analysts [4] - Subscription revenues were $3.11 billion, compared to the $3.03 billion estimated by analysts, reflecting a +22.5% change year-over-year [4] - Gross Profit (Non-GAAP) from Subscription was $2.59 billion, slightly above the $2.53 billion estimated by analysts [4]
Alphabet beats earnings expectations, raises spending forecast
CNBC Television· 2025-07-23 20:39
You've got Alphabet shares surging in the after hours, up about 1.3%. Now, let me get you those top and bottom line numbers. For Q2 revenue, it's coming in at 96.4% billion.That is a beat. The analyst uh consensus was $93.9% billion. On the bottom line, second quarter EPS was $2.31%.That's also a beat. The market was looking for $218. Uh we've also got another key figure, which is cloud revenue.that landed above analyst expectations coming in at 13.62% billion versus the $ 13.1% billion analyst consensus. I ...