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Gear Up for European Wax Center (EWCZ) Q3 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2025-11-07 15:15
Core Insights - European Wax Center, Inc. (EWCZ) is expected to report quarterly earnings of $0.14 per share, reflecting a year-over-year increase of 16.7% [1] - Revenue projections for the upcoming quarter are estimated at $52.79 million, which represents a decline of 4.8% compared to the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, indicating stability in analysts' forecasts [1] Revenue Estimates - The consensus estimate for 'Revenue- Marketing fees' is projected at $7.58 million, indicating a slight decrease of 0.3% year over year [3] - Analysts estimate 'Revenue- Royalty fees' to be $13.15 million, reflecting a decrease of 2% from the previous year [4] - 'Revenue- Product sales' is projected to reach $29.26 million, which is a decline of 7.7% from the year-ago quarter [4] Operational Metrics - The consensus among analysts is that the 'Ending center count' will be 1,044, down from 1,064 reported in the same quarter last year [4] - Shares of European Wax Center have increased by 8.2% over the past month, contrasting with a slight decline of 0.2% in the Zacks S&P 500 composite [5] - EWCZ holds a Zacks Rank of 3 (Hold), suggesting it is expected to perform in line with the overall market in the near future [5]
Hudson Pacific Properties (HPP) Beats Q3 FFO Estimates
ZACKS· 2025-11-05 16:16
分组1 - Hudson Pacific Properties (HPP) reported quarterly funds from operations (FFO) of $0.04 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, but down from $0.1 per share a year ago, resulting in an FFO surprise of +100.00% [1] - The company posted revenues of $186.62 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.8%, compared to year-ago revenues of $200.39 million [2] - Hudson Pacific has surpassed consensus FFO estimates in all four of the last quarters, while it has only topped consensus revenue estimates once in the same period [2] 分组2 - The stock has underperformed the market, losing about 25.7% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the outlook for FFO [4][6] - The current consensus FFO estimate for the coming quarter is $0.02 on revenues of $191.71 million, and for the current fiscal year, it is $0.15 on revenues of $751.54 million [7] 分组3 - The Zacks Industry Rank indicates that the REIT and Equity Trust - Other industry is currently in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5]
Exploring Analyst Estimates for Yelp (YELP) Q3 Earnings, Beyond Revenue and EPS
ZACKS· 2025-11-05 15:15
Core Insights - Yelp (YELP) is expected to report quarterly earnings of $0.47 per share, a decline of 16.1% year-over-year, with revenues projected at $367.61 million, reflecting a 2% increase compared to the previous year [1] Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.3%, indicating a collective reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Net revenue - Advertising' to be $350.93 million, representing a year-over-year increase of 1.9% [4] - 'Net revenue - Other services' is forecasted to reach $16.68 million, indicating a year-over-year change of 4.7% [5] - 'Net revenue - Advertising revenue - Services' is expected to be $239.92 million, suggesting a 5.2% year-over-year increase [5] - 'Net revenue - Advertising revenue - Restaurants, Retail & Other' is projected at $110.99 million, reflecting a decline of 4.7% from the prior-year quarter [5] Advertising Locations - The estimated number of 'Paying Advertising Locations' is projected to be 512,000, down from 524,000 in the same quarter last year [6] - 'Paying Advertising Locations - Restaurants, Retail & Other' is expected to be 252,000, compared to 272,000 reported in the same quarter of the previous year [6] - 'Paying Advertising Locations - Services' is estimated at 260,000, up from 252,000 in the same quarter last year [7] Stock Performance - Over the past month, Yelp shares have returned +0.7%, while the Zacks S&P 500 composite has changed by +1% [7] - Yelp currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [7]
Seeking Clues to News Corp. (NWSA) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
ZACKS· 2025-11-05 15:15
Core Viewpoint - Wall Street analysts anticipate a decline in News Corp.'s quarterly earnings and revenues, indicating potential challenges for the company in the upcoming report [1]. Financial Performance Expectations - Analysts expect News Corp. to report quarterly earnings of $0.18 per share, reflecting a year-over-year decline of 14.3% [1]. - Revenue projections stand at $2.11 billion, down 18.1% from the same quarter last year [1]. - The consensus EPS estimate has remained unchanged over the past 30 days, indicating a reassessment of initial projections by analysts [1]. Revenue by Product Estimates - 'Revenues by Product (GAAP) - Dow Jones' is expected to reach $586.05 million, a 6.2% increase from the prior year [4]. - 'Revenues by Product (GAAP) - Book Publishing' is projected at $530.29 million, showing a decline of 2.9% from the previous year [4]. - 'Revenues by Product (GAAP) - Digital Real Estate Services' is estimated at $473.39 million, reflecting a 3.6% increase year-over-year [5]. - 'Revenues by Product (GAAP) - News Media' is expected to be $522.49 million, indicating a slight increase of 0.3% from the year-ago quarter [5]. EBITDA Estimates - 'EBITDA - Dow Jones' is projected to be $144.07 million, up from $131.00 million in the same quarter last year [6]. - 'EBITDA - News Media' is expected to reach $16.34 million, slightly up from $16.00 million year-over-year [6]. - 'EBITDA - Book Publishing' is estimated at $69.29 million, down from $81.00 million in the previous year [7]. - 'EBITDA - Digital Real Estate Services' is projected at $158.62 million, an increase from $140.00 million in the same quarter last year [7]. Stock Performance - News Corp. shares have decreased by 5.8% over the past month, contrasting with a 1% increase in the Zacks S&P 500 composite [7]. - The company holds a Zacks Rank 4 (Sell), indicating expectations of underperformance relative to the overall market in the near term [7].
Ahead of Planet Fitness (PLNT) Q3 Earnings: Get Ready With Wall Street Estimates for Key Metrics
ZACKS· 2025-11-05 15:15
Core Insights - Wall Street analysts expect Planet Fitness (PLNT) to report quarterly earnings of $0.72 per share, reflecting a year-over-year increase of 12.5% [1] - Projected revenues for the quarter are $324.86 million, which is an 11.2% increase from the same quarter last year [1] - The consensus EPS estimate has been revised down by 0.1% in the past 30 days, indicating a reassessment by analysts [1][2] Revenue Estimates - Revenue from the Franchise segment is expected to reach $113.52 million, showing a year-over-year change of +10.8% [4] - Revenue from Corporate-owned clubs is forecasted at $141.25 million, indicating a +10.2% change from the prior year [4] - The Equipment segment revenue is estimated to be $68.36 million, reflecting a +10.8% change from the previous year [4] Store Metrics - Total stores at the end of the period are projected to be 2,790, up from 2,637 in the same quarter last year [5] - Same-store sales are expected to be 5.9%, compared to 4.3% from the previous year [5] - The estimate for EOP Franchise Stores is 2,507, compared to 2,369 last year [6] Sales Performance - Corporate-owned same-store sales are anticipated to reach 5.9%, an increase from 3.4% in the same quarter last year [7] - Franchisee-owned new stores opened are projected to be 24, up from 12 in the same quarter last year [8] Market Performance - Shares of Planet Fitness have decreased by 5.7% in the past month, contrasting with a +1% change in the Zacks S&P 500 composite [8]
What Analyst Projections for Key Metrics Reveal About BCE (BCE) Q3 Earnings
ZACKS· 2025-11-05 15:15
Core Viewpoint - BCE is expected to report a quarterly earnings per share (EPS) of $0.52, reflecting a 5.5% decline year-over-year, with revenues projected at $4.35 billion, a decrease of 0.6% compared to the previous year [1] Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted upward by 2.1%, indicating a reassessment by analysts [1][2] Subscriber Metrics - Analysts predict 'Mobile Phone Subscribers - Gross Subscriber Activations - Postpaid' to reach 350,352, down from 374,116 in the same quarter last year [4] - The forecast for 'Wireline voice - Retail residential NAS lines' is 1,685,630, compared to 1,876,782 a year ago [4] - The estimate for 'Mobile Phone Subscribers - Gross Subscriber Activations - Total' is 544,918, down from 588,263 in the same quarter last year [5] - 'Mobile Phone Subscribers - Net Subscriber Activations - Postpaid' is expected to be 25,949, compared to 33,111 last year [5] - 'Mobile Phone Subscribers - Net Subscriber Activations - Prepaid' is projected at 44,649, down from 69,085 a year ago [6] - The total estimate for 'Mobile Phone Subscribers - Net Subscriber Activations' is 70,599, compared to 102,196 last year [6] - 'Mobile Phone Subscribers - Subscribers End of Period - Postpaid' is expected to reach 9,591,334, up from 9,473,886 last year [7] - The estimate for 'Mobile Phone Subscribers - Subscribers End of Period - Prepaid' is 861,931, down from 887,834 a year ago [7] - The total for 'Mobile Phone Subscribers - Subscribers End of Period' is projected at 10,453,270, compared to 10,361,720 last year [8] - The estimated 'Mobile Phone Subscribers - Blended churn - Prepaid' is 4.9%, slightly up from 4.7% last year [8] - 'Mobile Phone Subscribers - Mobile Connected Device Subscribers - Net Subscriber Activations' is expected to be 53,955, down from 56,216 last year [9] - 'Mobile Phone Subscribers - Mobile Connected Device Subscribers - Subscribers EOP' is projected at 3,230,871, compared to 2,943,087 last year [9] Stock Performance - BCE shares have declined by 4.3% over the past month, contrasting with a 1% increase in the Zacks S&P 500 composite [10] - BCE holds a Zacks Rank 4 (Sell), indicating expected underperformance relative to the overall market [10]
Countdown to Viatris (VTRS) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-11-05 15:15
Wall Street analysts forecast that Viatris (VTRS) will report quarterly earnings of $0.63 per share in its upcoming release, pointing to a year-over-year decline of 16%. It is anticipated that revenues will amount to $3.65 billion, exhibiting a decrease of 2.8% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 3.8% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimat ...
金徽酒(603919):2025Q3业绩点评报告:Q3百元以下较优,所得税影响利润率
ZHESHANG SECURITIES· 2025-11-04 15:37
Investment Rating - The investment rating for the company is "Buy" (maintained) [5] Core Views - The company has experienced a decline in revenue and net profit in Q3 2025, with revenue of 5.46 billion yuan, down 4.89% year-on-year, and a net profit of 0.25 billion yuan, down 33.02% year-on-year [4][8] - The company is adjusting its revenue growth forecasts for 2025-2027 to -0.99%, 6.20%, and 8.35%, respectively, with net profit growth forecasts of -3.13%, 7.77%, and 11.46% [4][10] - The increase in income tax rate significantly impacted profitability, rising to 43.23% in Q3 2025 from 26.18% in Q1-3 2025 [3] Financial Performance - For Q1-3 2025, the gross margin was 64.65% and the net margin was 13.56%, while for Q3 2025, the gross margin decreased to 61.44% and the net margin fell to 4.07% [3] - Operating cash flow for Q1-3 2025 was 283 million yuan, a decrease of 18.89% year-on-year, and for Q3 2025, it was -38 million yuan [3] - The company’s contract liabilities at the end of Q1-3 2025 were 632 million yuan, an increase of 32.73% year-on-year [3] Product Performance - In Q3 2025, the company’s product revenue was segmented as follows: above 300 yuan at 1.57 billion yuan (down 1.61%), 100-300 yuan at 2.58 billion yuan (down 16.55%), and below 100 yuan at 0.91 billion yuan (up 18.41%) [8] - The proportion of products priced above 300 yuan increased to 31.03% in Q3 2025, while products below 100 yuan accounted for 17.96% [8] Regional Performance - In Q3 2025, the company’s revenue from the domestic market was 3.55 billion yuan (down 5.2%), while revenue from the external market was 1.51 billion yuan (down 11.79%) [2] - The domestic market's revenue contribution increased to 70.23% in Q3 2025, up 1.53 percentage points [2]
百润股份(002568):25Q3点评:经营趋稳,环比改善
Huaan Securities· 2025-11-04 08:51
Investment Rating - Investment Rating: Buy (Maintain) [4] Core Views - The company's liquor business has stabilized with a year-on-year revenue increase of 1.5% in Q3 2025, while the flavoring segment saw a 14.5% increase. The overall trend indicates a clear improvement in the liquor business after a decline earlier in the year [8] - The gross profit margin for Q3 2025 remained stable at 70.2%. However, the net profit margin decreased by 2.14 percentage points to 20.52% due to increased costs associated with new product launches and capital expenditures related to the whiskey segment [9] - The outlook for 2026 is positive, with expectations for steady growth driven by the stabilization of the pre-mixed liquor segment and the orderly expansion of the whiskey business [10] Financial Summary - Q3 2025: Revenue of 781 million yuan (+2.99%), net profit attributable to shareholders of 160 million yuan (-6.76%) [11] - Revenue for the first three quarters of 2025 was 2.27 billion yuan (-4.89%), with a net profit of 549 million yuan (-4.35%) [11] - Revenue projections for 2025-2027 are adjusted to 3.056 billion yuan, 3.520 billion yuan, and 4.069 billion yuan respectively, reflecting a cautious outlook due to ongoing industry pressures [12]
陕西煤业(601225):2025年三季报点评:煤价反弹、公司业绩环比大幅改善
Shenwan Hongyuan Securities· 2025-11-02 11:41
Investment Rating - The report maintains a "Buy" rating for Shaanxi Coal Industry [6]. Core Views - The report highlights a significant improvement in the company's performance due to a rebound in coal prices, with a notable increase in quarterly earnings compared to the previous quarter [6][7]. Financial Data and Profit Forecast - For 2025, the total revenue is projected at 169.91 billion yuan, with a year-on-year decrease of 7.7%. The net profit attributable to shareholders is expected to be 18.22 billion yuan, reflecting an 18.5% decline year-on-year. The earnings per share (EPS) is forecasted to be 1.88 yuan [2][7]. - The company reported a total revenue of 118.08 billion yuan for the first three quarters of 2025, down 12.8% year-on-year, and a net profit of 12.71 billion yuan, down 27.2% year-on-year [6][7]. - The gross profit margin is expected to be 29.7% for 2025, with a return on equity (ROE) of 20.6% [2][7]. Market Data - As of October 31, 2025, the closing price of the stock was 25.65 yuan, with a year-to-date high of 25.65 yuan and a low of 18.59 yuan. The price-to-book ratio is 5.63, and the dividend yield is 220.077% [3][6]. Production and Sales Performance - In the first three quarters of 2025, the company produced 13.037 million tons of coal, a 2.0% increase year-on-year, and sold 11.938 million tons, up 1.8% year-on-year. The average selling price per ton of coal was 540 yuan, down 13.0% year-on-year [6][7]. - In Q3 2025, the company achieved a coal production of 4.297 million tons, a 3.9% increase year-on-year, while the average selling price per ton was 535 yuan, a decrease of 14.15% year-on-year [6][7]. Cost and Expense Management - The company managed to reduce its total expenses in the first three quarters of 2025 to 54.94 billion yuan, down 20.74% year-on-year. Financial expenses decreased by 43.2% due to a reduction in interest-bearing liabilities and lower interest rates [6][7].