Fluor Corporation (FLR) reported mixed first-quarter 2025 results with adjusted earnings topping the Zacks Consensus Estimate while revenues missed the same. On a year-over-year basis, the top and bottom lines grew.The quarter’s result reflects increased execution activities on several large projects in the company’s Urban Solutions segment, partially offset by soft contributions from the Energy and Mission Solutions segments.Fluor’s performance highlights the impact of its four-year strategy focused on exp ...

中金研究 我们认为自2022年以来的美国住宅市场已经走完一个小周期，2025年伴随美国宏观经济的潜在变化也可能出现周期的转折。目前看这种转折具体以何 种形式呈现仍存不确定性，二级市场方面也进入盘整期，等待方向的进一步明确。但结构上，后续我们更建议关注和二手房相关的上下游领域（比如 房产中介、家装零售等）的投资机会，住房成交的修复仍是大方向。 点击小程序查看报告原文 Abstract 摘要 美国市场走到哪儿了？ 美国住宅市场处于"高价格、低成交"的类滞胀状态已有两年左右的时间，期间利率的有效下行始终没有实现，而往前看降息节奏 预期的不断降低，甚至整体美国经济进入滞胀的风险边际增加，都可能令市场一直以来企盼的通过降利率来促地产回升的路径愈发脱离现实。而如果未来 的房贷利率就是长期高于目前存量贷款的利率，居民再融资的利差无法有效压降，这确实是一种和过去40年都截然不同的情形（过去40年利率总体处于下 行通道）。如果这一范式成立，后续关注的重点则应该落于资产价格本身是否会做出调整。 怎么看资产价格趋势？ 我们认为若美国经济走弱，不排除房价出现一定负向调整。历史来看，美国房价的变化和整体流动性环境的变化关系密切，202 ...

HealthEquity (HQY) Q4 2025 Earnings Call March 18, 2025 04:30 PM ET Company Participants Richard Putnam - Investor RelationsScott Cutler - President, CEO & DirectorJames Lucania - CFO & Executive VPGlen Santangelo - Managing DirectorC. Gregory Peters - Managing Director - InsuranceAnne Samuel - Executive DirectorDavid Roman - Managing DirectorScott Schoenhaus - Managing DirectorStephen D. Neeleman - Founder & Vice ChairmanDavid Larsen - Managing DirectorSam Hasanov - Equity Research Associate Conference Cal ...

Ingredion (INGR) Update / Briefing November 14, 2024 07:00 AM ET Speaker0Are you ready for some texture? Good morning. My name is Noah Weiss, VP of Investor Relations for Ingredion, and welcome to our Bridgewater Innovation Center. And for those of you joining us online, welcome as well. Before we get too far into the presentations, we have some forward looking statements that we're going be making today that are covered by our safe harbor provisions.Just take a moment to take a look at this. We've got a gr ...