壳牌(SHEL.N)宣布启动股票回购计划。 ...

此外，苹果发布2025财年第二财季的业绩。财报显示，在截至3月底的第二财季中苹果的营收和利润表 现均超过华尔街预期，同时，苹果公司董事会还批准了一项1000亿美元的股票回购计划。但大中华区营 收不及预期且关税将增加成本。库克表示，本季度在美国销售的大部分iPhone将来自印度，大部分 iPad、Mac和Apple watch的将来自越南，面向美国以外市场的绝大多数苹果产品仍将来自中国。 消息面上，5月2日，商务部新闻发言人就中美经贸对话磋商情况表示，中方注意到美方高层多次表态， 表示愿与中方就关税问题进行谈判。同时，美方近期通过相关方面多次主动向中方传递信息，希望与中 方谈起来。对此，中方正在进行评估。信达证券近期指出，自关税政策颁布以来，国内消费电子优质个 股大幅回调，目前估值已显露较大空间。此外，关税政策持续恶化的可能性也在不断缩小，但目前仍需 观察越南、印度、新加坡、墨西哥等地的关税政策变化。总体看，该行认为如果后续关税没有非理性发 展，则行业整体估值修复的可能性较大。 智通财经APP获悉，苹果概念股全线上涨，截至发稿，高伟电子(01415)涨5.17%，报23.4港元；舜宇光 学(02382)涨4.4 ...

【环球网财经综合报道】据路透社报道，苹果公司于当地时间周四预计，若关税税率保持不变，截至6 月的季度将增加约9亿美元的成本。苹果首席执行官蒂姆·库克（Tim Cook）表示，公司为减轻特朗普贸 易战影响而对供应链进行的重大调整。 进一步来讲，尽管业绩好于分析师预期，但投资者更关注关税担忧将在下一季度产生的影响。苹果公司 高管表示，预计在第三财季，公司营收将实现低至中个位数的增长，这与伦敦证券交易所集团 （LSEG）数据显示的分析师预期的4.28%增长（即894.5亿美元）相符。但苹果预测其毛利率将受到冲 击。该公司表示，第三财季毛利率预计为45.5%至46.5%，低于分析师预期的46.58%。 此外，根据LSEG数据，截至3月29日的第二财季，苹果销售额和每股收益分别为953.6亿美元和1.65美 元，而分析师预期分别为946.8亿美元和1.63美元。iPhone销售额为468.4亿美元，高于分析师预期的 461.7亿美元。 库克在电话会议上指出，在第二财季，由于公司调整了供应链和库存，关税带来的影响有限。可对于截 至6月的季度，库克告诉分析师："若当前全球关税税率、政策及实施在本季度剩余时间内保持不变，且 ...

每经编辑 张锦河 北京时间5月2日早间，美股三大指数集体收涨，纳指涨1.52%，标普500指数涨0.63%，道指涨0.21%。其中，标普500指数、道指均录得日线八连涨。 大型科技股多数上涨。微软大涨超7.6%，市值增长2240亿美元（折合人民币约1.62万亿元），Meta涨超4%，亚马逊涨超3%，英伟达涨逾2%，谷歌涨超 1%，苹果小幅上涨，特斯拉下跌。 具体来看，在截至2025年3月29日的第二财季，苹果公司总营收为953.6亿美元，市场预期为943亿美元，去年同期为907.53亿美元；净利润为247.8亿美元， 市场预期为242.6亿美元，去年同期为236.36亿美元；每股收益为1.65美元，高于1.62美元的预期，去年同期为1.53美元。 在硬件产品线中，iPhone营收为468.4亿美元，预期为458.4亿美元；不过，与去年同期的460亿美元和两年前同期的513亿美元相比，这一数字增长了不到 2%。 值得注意的是，苹果第二财季大中华区营收160亿美元，同比下降2.3%，不及预期的168.3亿美元。 微软最新公布的2025财年第三财季（截至3月31日）业绩超预期，第三财季营收为700.66亿美元，高于 ...

智通财经APP获悉，周四美股收盘后，苹果(AAPL.US)公布了2025财年第二财季(截至3月底)的财报，营 收与净利润双双超出市场预期，但其关键的服务业务增长略显疲软，引发市场担忧，导致公司股价在盘 后交易中下跌超过2%。 财报显示，苹果当季每股收益为1.65美元，高于市场预期的1.63美元，营收达954亿美元，同样超出分析 师预估的946.6亿美元。按产品线来看，iPhone仍是公司最重要的收入来源，当季营收为468.4亿美元， 略高于预期的458.4亿美元，同比增长近2%。Mac与iPad也有亮眼表现，前者营收79.5亿美元，同比增长 近7%，后者则受益于新款iPad Air的推出，同比增长15%至64亿美元。 可穿戴设备与配件业务表现疲软，包括Apple Watch和AirPods在内的这一板块营收为75.2亿美元，同比 下降5%。最令市场关注的是服务业务营收略低于预期，为266.5亿美元，虽同比增长11.65%，但低于去 年同期的14.2%的增速，也低于市场预期的267亿美元。这一业务涵盖iCloud、Apple Music、Apple TV+、保修服务以及谷歌搜索引擎的授权收入等，是苹果利润率最高 ...

Ecovyst (ECVT) Q1 2025 Earnings Call May 01, 2025 11:00 AM ET Company Participants Gene Shiels - Director of Investor RelationKurt Bitting - CEO & DirectorMike Feehan - CFOHamed Khorsand - Principal Conference Call Participants John McNulty - MD - Chemicals AnalystPatrick Cunningham - AnalystNone - AnalystDaniel Rizzo - Analyst Operator Good morning. My name is Madison, and I will be your conference operator today. Welcome to the ECOVIST First Quarter twenty twenty five Earnings Call and Webcast. Please not ...

Green Brick Partners (GRBK) Q1 2025 Earnings Call May 01, 2025 12:00 PM ET Company Participants Jeffery Cox - Interim CFOJames Brickman - Co-Founder, CEO & DirectorJed Dolson - President & COOCarl Reichardt - Managing Director - Equity Research Operator Thank you for standing by. My name is John, and I will be your conference operator today. At this time, I would like to welcome you to the Green Brick Partners Incorporated First Quarter twenty twenty five Earnings Call. I will now turn the call over to Jeff ...

Align Technology, Inc. (ALGN) delivered first-quarter 2025 adjusted earnings per share (EPS) of $2.13, up 0.5% from the year-ago level. The reported figure topped the Zacks Consensus Estimate by 7.6%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)GAAP EPS for the quarter was $1.27, reflecting a decline of 8.6% from $1.39 in the comparable period of 2024. Following the earnings announcement, ALGN stock edged 9.6% in after-market trading yesterday.ALGN’s Q1 RevenuesThe top line decr ...

Financial Data and Key Metrics Changes - Revenue increased by 13% to $426 million, with net income growing by 9% to $37 million and adjusted EBITDA rising by 41% to $100 million [5][19][20] - Member count grew by 7% to 2.1 million members, with a notable increase in the use of preferred contractors to 85% of services performed [6][19] Business Line Data and Key Metrics Changes - Direct-to-Consumer (DTC) channel saw a 15% increase in member count to 310,000, driven by organic growth of 4% and the acquisition of 02/10 [8][11] - Real estate channel faced challenges, with a 6% decline in first-year organic member count, despite signs of improving conditions in the housing market [12][13] Market Data and Key Metrics Changes - Existing home sales decreased by 5.9% to an annual rate of 4.02 million, while the median sales price for existing homes rose to $403,700 [12] - The 30-year mortgage rate averaged nearly 7% as of mid-April, contributing to consumer hesitance in the market [12] Company Strategy and Development Direction - The company’s strategic priorities include growing the member base, scaling revenue from non-warranty businesses, and optimizing the integration of the 02/10 Homebuyers Warranty [6][7] - The marketing campaign and relaunch of the American Home Shield brand are yielding positive results, particularly among millennials [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating macroeconomic challenges, including high interest rates and declining consumer confidence, while maintaining strong operational performance [6][36] - The company raised its full-year revenue outlook by $20 million and adjusted EBITDA by nearly $50 million, reflecting strong financial performance [19][33] Other Important Information - The company reported a record free cash flow of $117 million for the first quarter, with a free cash flow yield of 9% [28] - The company plans to increase its share repurchase target to at least $200 million for 2025, indicating confidence in its valuation [32] Q&A Session Summary Question: Impact of tariffs on HVAC equipment - Management noted minimal inflation in Q1, with HVAC costs actually down, and expressed confidence in managing potential tariff impacts [43] Question: Trends in service requests - The increase in service requests was primarily driven by the addition of 02/10, with expectations to normalize around 4 million for the year [54] Question: Sustainability of promotional pricing strategy - The company is adopting a pulsing promotional strategy, which they believe can be sustained while prioritizing member growth [57] Question: Drivers of outperformance in renewals revenue - Outperformance was attributed to stronger renewals and improved member experience, with contributions from both warranty and non-warranty segments [63] Question: Confidence in raising gross margin guidance - The company raised its gross margin guidance based on strong Q1 performance and expectations of flat inflation, while accounting for potential tariff impacts [78][80]

Core Viewpoint - The company reported a decline in net profit for Q1 2025 despite an increase in revenue, indicating potential challenges in profitability amidst fluctuating market conditions [1][5]. Financial Performance - In Q1 2025, the company's operating revenue was 9.632 billion yuan, a year-on-year increase of 17.13% but a quarter-on-quarter decrease of 4.24% [1]. - The net profit attributable to shareholders was 708 million yuan, down 35.05% year-on-year and down 7.83% quarter-on-quarter [1]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 715 million yuan, a year-on-year decrease of 29.43% but a quarter-on-quarter increase of 1.97% [1]. Market Conditions - In Q1 2025, the average price of A00 aluminum was 20,429 yuan/ton, up 7.39% year-on-year but down 0.60% quarter-on-quarter [2]. - The average price of alumina was 3,916 yuan/ton, reflecting a year-on-year increase of 16.90% but a quarter-on-quarter decrease of 25.78% [2]. - The average market price of prebaked anodes for electrolytic aluminum in Southwest China was 5,023 yuan/ton, up 12.38% year-on-year and up 16.82% quarter-on-quarter [2]. - The average price of lean coal in Zhengzhou, Henan, was 644 yuan/ton, down 12.25% year-on-year and down 9.08% quarter-on-quarter [2]. Corporate Actions - The company has initiated a stock repurchase plan, with a total repurchase amount ranging from 250 million to 450 million yuan, aimed at employee stock incentive plans [3]. - As of the Q1 2025 report, the company has repurchased 5.2218 million shares, accounting for 0.23% of the total share capital, with a total transaction amount of approximately 85.02 million yuan [3]. - The company is progressing with the plan for its subsidiary, Shenhuo New Materials Technology Co., Ltd., to be listed separately [4]. Profit Forecast - The company forecasts operating revenues of 39.362 billion, 39.523 billion, and 39.604 billion yuan for 2025, 2026, and 2027, respectively [5]. - The projected net profits attributable to shareholders are 4.929 billion, 4.994 billion, and 5.070 billion yuan for the same years [5]. - The current stock price corresponds to price-to-earnings ratios of 7.7, 7.6, and 7.5 for 2025, 2026, and 2027, respectively, with a maintained "buy" investment rating despite a downward adjustment in profit forecasts [5].