Core Insights - Kellanova reported $3.08 billion in revenue for the quarter ended March 2025, reflecting a year-over-year decline of 3.7% and an EPS of $0.90, down from $1.01 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $3.11 billion by 0.78%, and the EPS was 8.16% below the consensus estimate of $0.98 [1] Financial Performance Metrics - Net sales in the AMEA region decreased by 13.6%, compared to an estimated decline of 11.2% [4] - In Latin America, net sales saw a volume impact decline of 6.2%, against an expected increase of 0.3% [4] - Total reported growth in AMEA was 3.3%, surpassing the estimated decline of 4.7% [4] - Total reported growth in Latin America was -15.2%, worse than the estimated decline of 8.9% [4] - Total reported growth in Europe was -3.4%, compared to an estimated decline of 2.1% [4] - Total reported growth in North America was -4.1%, against an estimated decline of 1.5% [4] - Net sales in North America were $1.62 billion, below the estimated $1.66 billion, representing a year-over-year decline of 4.1% [4] - Net sales in AMEA were $620 million, exceeding the estimated $571.91 million, showing a year-over-year increase of 3.3% [4] - Net sales in Latin America were $266 million, below the estimated $285.85 million, reflecting a year-over-year decline of 15.3% [4] - Net sales in Europe were $579 million, slightly below the estimated $586.27 million, indicating a year-over-year decline of 3.3% [4] Stock Performance - Kellanova shares returned +0.4% over the past month, while the Zacks S&P 500 composite declined by -0.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]

科技股超预期的财报引发市场大涨。 当地时间5月1日，美股三大股指集体高开，纳指一度涨超2%。截至发稿，道指涨0.51%，标普500指数涨0.88%，纳指涨1.52%。科技股强势上扬， 万得美国科技七巨头指数一度涨超3%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业指数 | 40876.18 | 206.82 | 0.51% | | IXIC | 纳斯达克指数 | 17712.24 | 265.91 | 1.52% | | SPX | 标普500 | 5617.91 | 48.85 | 0.88% | 中概股方面，纳斯达克中国金龙指数一度涨超0.6%，发稿时涨幅缩窄至0.2%左右，富时A50指数期货转跌，目前跌幅在0.2%左右。 财报超预期 美科技股大涨 受微软、Meta财报超预期刺激，科技股整体强势。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | 年初至今 | | --- | --- | --- | --- | --- | --- | | MSFT | 微软(MICROSOFT) | 433. ...

For the quarter ended March 2025, Becton Dickinson (BDX) reported revenue of $5.27 billion, up 4.5% over the same period last year. EPS came in at $3.35, compared to $3.17 in the year-ago quarter.The reported revenue represents a surprise of -1.74% over the Zacks Consensus Estimate of $5.37 billion. With the consensus EPS estimate being $3.28, the EPS surprise was +2.13%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine the ...

Core Insights - Eli Lilly reported a revenue of $12.73 billion for the quarter ended March 2025, marking a 45.2% increase year-over-year, with an EPS of $3.34 compared to $2.58 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $12.62 billion by 0.86%, while the EPS fell short of the consensus estimate of $3.52 by 5.11% [1] Financial Performance - Key metrics indicate that Eli Lilly's shares have returned +9.9% over the past month, contrasting with a -0.7% 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] Sales Breakdown - Verzenio in the U.S. generated net sales of $657.60 million, below the average estimate of $720.57 million, reflecting a year-over-year increase of 3% [4] - Neuroscience products in the U.S. achieved net sales of $189.30 million, slightly above the average estimate of $188.66 million, with a year-over-year growth of 16% [4] - Geographic revenue from the U.S. reached $8.49 billion, slightly below the $8.50 billion estimate, representing a 49.1% year-over-year increase [4] - Humalog's net sales were $335.10 million, below the average estimate of $361.22 million, showing a year-over-year decline of 1% [4] - Cyramza's total net sales were $224.90 million, slightly below the estimate of $227.45 million, with a year-over-year decrease of 2.2% [4] - Humulin's net sales were $173.20 million, significantly below the estimate of $203.01 million, reflecting a 16% year-over-year decline [4] - Forteo's net sales were $66.60 million, exceeding the average estimate of $50.84 million, with an 8.7% year-over-year increase [4] - Erbitux's net sales were $149 million, slightly above the estimate of $146.04 million, indicating a 3% year-over-year increase [4] - Alimta's net sales were $28.20 million, significantly below the estimate of $46.13 million, showing a 59.4% year-over-year decline [4] - Other pharmaceuticals generated net sales of $212.90 million, slightly below the estimate of $213.18 million, reflecting a 12% year-over-year decline [4] - Oncology products achieved net sales of $1.95 billion, below the average estimate of $2.07 billion, with a year-over-year increase of 7.6% [4]

Core Insights - Wesco International reported $5.34 billion in revenue for Q1 2025, a slight year-over-year decline of 0.1% and an EPS of $2.21, down from $2.30 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $5.23 billion by 2.10%, while the EPS fell short of the consensus estimate of $2.23 by 0.90% [1] Financial Performance Metrics - Net Sales for Electrical & Electronic Solutions (EES) were $2.07 billion, matching the four-analyst average estimate, with a year-over-year decline of 1.6% [4] - Net Sales for Utility & Broadband Solutions (UBS) were $1.28 billion, below the four-analyst average estimate of $1.36 billion, reflecting a significant year-over-year decline of 19.2% [4] - Net Sales for Communications & Security Solutions (CSS) reached $2 billion, surpassing the $1.82 billion average estimate, with a year-over-year increase of 19.8% [4] Adjusted EBITDA Analysis - Adjusted EBITDA for Corporate was -$128.70 million, slightly worse than the average estimate of -$126.37 million [4] - Adjusted EBITDA for UBS was $138.30 million, below the four-analyst average estimate of $146.25 million [4] - Adjusted EBITDA for CSS was $158.50 million, exceeding the average estimate of $143.46 million, while EES reported $142.60 million, below the average estimate of $163.59 million [4] Stock Performance - Wesco International's shares returned +0.4% over the past month, contrasting with a -0.7% 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]

Sotera Health Company (SHC) reported $254.52 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 2.6%. EPS of $0.14 for the same period compares to $0.13 a year ago.The reported revenue represents a surprise of +3.63% over the Zacks Consensus Estimate of $245.61 million. With the consensus EPS estimate being $0.12, the EPS surprise was +16.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...

TransUnion (TRU) reported impressive first-quarter 2025 results, wherein earnings and revenues beat the Zacks Consensus Estimate.The stock gained 7.4% since the earnings release on April 24 in response to better-than-expected results and impressive top-line guidance.For 2025, TransUnion raised the revenue guidance to $4.35-$4.41 billion from the preceding quarter’s view of $4.33-$4.39 billion. The mid-point ($4.38 billion) of the guided range is lower than the Zacks Consensus Estimate for revenues of $4.40 ...

Core Viewpoint - Yum China Holdings, Inc. reported disappointing first-quarter 2025 results, with both earnings and revenues falling short of expectations for the fourth consecutive quarter, leading to a 7.2% decline in share price due to weaker-than-expected performance and cautious consumer spending [1][2]. Financial Performance - Adjusted earnings per share (EPS) were 77 cents, missing the Zacks Consensus Estimate of 78 cents by 1.3%, but reflecting an 8.5% year-over-year increase [2]. - Total revenues reached $2,981 million, falling short of the consensus estimate of $3,111 million, although this represented a 1% year-over-year increase; excluding foreign currency translation, revenues increased by 2% [2]. - Same-store sales matched the previous year's level, with same-store transactions growing by 6% year-over-year [3]. Operating Highlights - Total costs and expenses were $2.58 billion, remaining flat year-over-year, while the expected figure was $2.71 billion [4]. - The restaurant margin improved to 18.6%, up 100 basis points year-over-year, exceeding the estimated margin of 17.8% [4]. - Adjusted operating profit was $399 million, compared to $374 million in the prior year, slightly below the estimate of $403.1 million [4]. - Adjusted net income was $292 million, up from $287 million year-over-year, but below the estimate of $296 million [5]. Balance Sheet and Shareholder Returns - As of March 31, 2025, cash and cash equivalents were $825 million, up from $723 million at the end of 2024; net inventories decreased to $329 million from $405 million [6]. - The company plans to return a total of $3 billion to shareholders between 2025 and 2026, building on the $1.5 billion returned in 2024 [6]. - In Q1 2025, Yum China returned $262 million to shareholders, including $172 million in share repurchases and $90 million in cash dividends, with approximately $1.1 billion remaining for future repurchases [7]. Unit Development and Sales Contribution - Yum China opened 247 net new stores in the first quarter, bringing the total restaurant count to 16,642 [8]. - Delivery services contributed approximately 42% to KFC and Pizza Hut's company sales, while digital orders accounted for about 93% of total company sales [9]. - The company anticipates that the proportion of net new franchised stores will increase, targeting 40-50% for KFC and 20-30% for Pizza Hut in the coming years [9]. 2025 Outlook - Yum China expects to open between 1,600 and 1,800 net new stores in 2025, with capital expenditures projected to be between $700 million and $800 million [10].

美股高开，科技股表现强劲 美股开盘，道指涨0.51%，标普500指数涨1.02%，纳指涨2%，受贸易局势降温和科技股财报超预期推 动。微软(MSFT.O)涨10%，Meta Platforms(META.O)涨7.25%，其Q1业绩双双超预期。纳斯达克中国金 龙指数涨0.43%。 ...

Service Corporation International (SCI) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Trey Bocage - Director of Strategic Finance and IRThomas Ryan - Chairman & CEOEric Tanzberger - Executive VP & CFOScott Schneeberger - Managing DirectorA.J. Rice - Managing DirectorTobey Sommer - Managing DirectorParker Snure - Senior Equity Research Associate Conference Call Participants Joanna Gajuk - Equity Research Analyst Operator Good day, and welcome to the SCI First Quarter twenty twenty five ...