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Coupang (CPNG) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2025-11-05 02:01
Core Insights - Coupang, Inc. reported revenue of $9.27 billion for the quarter ended September 2025, reflecting a year-over-year increase of 17.8% [1] - The earnings per share (EPS) for the quarter was $0.05, a decrease from $0.06 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $9.06 billion, resulting in a positive surprise of +2.31% [1] - Coupang delivered an EPS surprise of +25%, with the consensus EPS estimate being $0.04 [1] Key Metrics - Product Commerce Active Customers reached 24.7 million, surpassing the estimated 24.25 million [4] - Net Revenue from Developing Offerings was $1.29 billion, slightly above the average estimate of $1.27 billion [4] - Net Revenue from Product Commerce amounted to $7.98 billion, exceeding the average estimate of $7.79 billion [4] - Adjusted EBITDA for Developing Offerings was reported at -$292 million, compared to the average estimate of -$247.1 million [4] - Adjusted EBITDA for Product Commerce was $705 million, higher than the average estimate of $668.38 million [4] Stock Performance - Coupang's shares have returned -1.4% over the past month, while the Zacks S&P 500 composite increased by +2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Compared to Estimates, Assurant (AIZ) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-11-05 00:31
Core Insights - Assurant reported revenue of $3.25 billion for the quarter ended September 2025, reflecting an 8.7% increase year-over-year and a surprise of +2.67% over the Zacks Consensus Estimate of $3.16 billion [1] - Earnings per share (EPS) reached $5.73, significantly higher than the $3.00 reported in the same quarter last year, resulting in an EPS surprise of +35.46% compared to the consensus estimate of $4.23 [1] Financial Performance Metrics - Net earned premiums, fees, and other income totaled $3.11 billion, exceeding the average estimate of $2.56 billion by five analysts, marking an 8.9% year-over-year increase [4] - Net investment income was reported at $133.5 million, slightly above the average estimate of $131.39 million, with a year-over-year change of +2.9% [4] - Fees and other income reached $484.4 million, surpassing the four-analyst average estimate of $463.68 million, representing a +10.3% change year-over-year [4] - Global Lifestyle's net earned premiums, fees, and other income amounted to $2.41 billion, exceeding the average estimate of $2.36 billion, with a year-over-year change of +7% [4] - Global Housing's net earned premiums were reported at $702.9 million, above the average estimate of $675.48 million, reflecting a +16.4% year-over-year increase [4] Stock Performance - Assurant's shares have returned -4.3% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]
Compared to Estimates, PTC Therapeutics (PTCT) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-11-05 00:01
Core Insights - PTC Therapeutics reported a revenue of $211.01 million for Q3 2025, marking a year-over-year increase of 7.2% and exceeding the Zacks Consensus Estimate by 20.17% [1] - The company achieved an EPS of $0.20, a significant improvement from -$1.39 a year ago, resulting in an EPS surprise of 116.81% compared to the consensus estimate of -$1.19 [1] Revenue Breakdown - Net product revenue was $130.96 million, slightly below the average estimate of $107.87 million, reflecting a year-over-year decrease of 3.3% [4] - Royalty revenue reached $70.79 million, surpassing the average estimate of $64.62 million, with a year-over-year increase of 15.4% [4] - Emflaza generated net product revenue of $35.2 million, exceeding the estimate of $32.03 million, but showing a significant year-over-year decline of 32.3% [4] - Translarna's net product revenue was $50.7 million, slightly above the estimate of $49.19 million, with a year-over-year decrease of 29.6% [4] Stock Performance - PTC Therapeutics shares have returned 4.8% over the past month, outperforming the Zacks S&P 500 composite, which saw a 2.1% change [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 Jack Henry (JKHY) Q1 Earnings
ZACKS· 2025-11-05 00:01
Core Financial Performance - Jack Henry reported revenue of $644.74 million for the quarter ended September 2025, reflecting a year-over-year increase of 7.3% [1] - The earnings per share (EPS) for the same period was $1.97, compared to $1.63 a year ago, indicating a significant increase [1] - The reported revenue exceeded the Zacks Consensus Estimate of $636.69 million by 1.26% [1] - The EPS surprise was notable at +20.12% against the consensus estimate of $1.64 [1] Segment Performance - Core revenue was reported at $195.29 million, slightly below the average estimate of $204.8 million, representing a year-over-year decline of 0.2% [4] - Corporate & Other revenue reached $24.33 million, surpassing the estimated $22.41 million, with a year-over-year increase of 12% [4] - Complementary revenue was $194.22 million, exceeding the average estimate of $186.67 million, marking a year-over-year growth of 13.1% [4] - Payments revenue was reported at $230.89 million, above the average estimate of $224.78 million, with a year-over-year increase of 9% [4] Segment Income Analysis - Segment income for Core was $122.16 million, slightly above the average estimate of $120.69 million [4] - Segment income for Corporate & Other was reported at -$60.18 million, better than the estimated -$64.01 million [4] - Segment income for Complementary was $121.96 million, exceeding the average estimate of $113.63 million [4] - Payments segment income was $112.23 million, compared to the average estimate of $101.49 million [4] Stock Performance - Jack Henry's shares have returned +2% over the past month, closely aligning with the Zacks S&P 500 composite's +2.1% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]
Compared to Estimates, Genius Sports Limited (GENI) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-11-04 15:31
Core Viewpoint - Genius Sports Limited reported a significant revenue increase of 38.3% year-over-year for the quarter ended September 2025, although it posted a negative EPS of -$0.11, indicating ongoing challenges in profitability despite revenue growth [1]. Financial Performance - Revenue for the quarter reached $166.28 million, exceeding the Zacks Consensus Estimate of $158.46 million by 4.93% [1]. - The company’s EPS was -$0.11, compared to -$0.02 in the same quarter last year, reflecting a decline in earnings performance [1]. Revenue Breakdown - Revenue from Betting Technology, Content & Services was $110.01 million, slightly above the average estimate of $108.83 million from four analysts [4]. - Revenue from Media Technology, Content & Services was $41.79 million, significantly higher than the average estimate of $35.18 million [4]. - Revenue from Sports Technology & Services was $14.49 million, slightly below the estimated $14.61 million [4]. Stock Performance - Over the past month, shares of Genius Sports Limited have decreased by 6.1%, contrasting with a 2.1% increase in the Zacks S&P 500 composite [3]. - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3].
Here's What Key Metrics Tell Us About Henry Schein (HSIC) Q3 Earnings
ZACKS· 2025-11-04 15:31
Core Insights - Henry Schein reported revenue of $3.34 billion for the quarter ended September 2025, reflecting a year-over-year increase of 5.2% and an EPS of $1.38, up from $1.22 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate by 2.02%, while the EPS surpassed the consensus estimate by 8.66% [1] Financial Performance Metrics - International Distribution and Value-Added Services - Medical revenue was $27 million, exceeding the average estimate of $26.73 million, representing an 8% year-over-year increase [4] - International Distribution and Value-Added Services - Dental revenue reached $833 million, surpassing the average estimate of $816.14 million, with a year-over-year change of 9.2% [4] - U.S. Distribution and Value-Added Services revenue was $1.98 billion, above the average estimate of $1.93 billion, but showed a decline of 8.6% year-over-year [4] - U.S. Distribution and Value-Added Services - Dental Merchandise revenue was $607 million, exceeding the average estimate of $593.39 million, with a significant year-over-year decline of 26.3% [4] - Global Specialty Products net sales were $369 million, slightly above the average estimate of $365.31 million [4] - Global Technology net sales were $173 million, exceeding the average estimate of $164.61 million, but reflecting a year-over-year decline of 21.7% [4] - Global Distribution and Value-Added Services net sales totaled $2.84 billion, surpassing the average estimate of $2.78 billion, with a year-over-year decline of 3.8% [4] - Global Distribution and Value-Added Services - Global Dental revenue was $1.71 billion, exceeding the average estimate of $1.68 billion, with a year-over-year decline of 7.5% [4] - Global Distribution and Value-Added Services - Global Medical revenue was $1.13 billion, above the average estimate of $1.1 billion, showing a year-over-year increase of 2.3% [4] - International Distribution and Value-Added Services revenue was $860 million, exceeding the average estimate of $842.87 million [4] - Global Distribution and Value-Added Services - Global Dental - Global Equipment revenue was $440 million, surpassing the average estimate of $425.27 million, with a year-over-year increase of 2.8% [4] Stock Performance - Henry Schein's shares have returned -2.1% over the past month, while the Zacks S&P 500 composite has increased by 2.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]
Comcast (CMCSA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-10-30 16:30
Core Insights - Comcast reported revenue of $31.2 billion for the quarter ended September 2025, a decrease of 2.7% year-over-year, with EPS remaining flat at $1.12 compared to the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $30.63 billion by 1.85%, and EPS also surpassed the consensus estimate of $1.10 by 1.82% [1] Financial Performance Metrics - Comcast's stock has returned -7.8% over the past month, while the Zacks S&P 500 composite increased by 3.6%, indicating underperformance relative to the broader market [3] - Total Connectivity & Platforms Customer Relationships saw a net loss of 210 thousand, worse than the average estimate of -128.37 thousand [4] - Total Domestic Broadband Customers experienced a net loss of 104 thousand, compared to the average estimate of -128.82 thousand [4] Revenue Breakdown - Revenue from Residential Connectivity & Platforms - Domestic Wireless was $1.25 billion, slightly below the estimate of $1.26 billion, but showed a 14% increase year-over-year [4] - Theme Parks revenue reached $2.72 billion, exceeding the estimate of $2.69 billion, with an 18.7% year-over-year increase [4] - Studios revenue was $3 billion, surpassing the estimate of $2.9 billion, reflecting a 6.2% year-over-year increase [4] - Media revenue was $6.59 billion, above the estimate of $6.31 billion, but represented a significant decline of 20% year-over-year [4] - Video revenue was $6.59 billion, slightly above the estimate of $6.57 billion, but down 1.8% year-over-year [4] - Advertising revenue was $864 million, below the estimate of $883 million, marking a 12.5% year-over-year decline [4]
Compared to Estimates, Shake Shack (SHAK) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-10-30 15:01
Core Insights - Shake Shack (SHAK) reported revenue of $367.41 million for the quarter ended September 2025, marking a year-over-year increase of 15.9% and exceeding the Zacks Consensus Estimate by 1.09% [1] - The earnings per share (EPS) for the same period was $0.36, up from $0.25 a year ago, representing a surprise of 16.13% over the consensus estimate of $0.31 [1] Financial Performance Metrics - Shake Shack's same-Shack sales growth was 4.9%, surpassing the average estimate of 2.8% [4] - The company operated 271 licensed locations, slightly below the average estimate of 273 [4] - System-wide Shack counts reached 630, compared to the average estimate of 633 [4] - Domestic company-operated Shack counts were 359, close to the average estimate of 360 [4] - International licensed Shack counts totaled 225, slightly below the average estimate of 226 [4] - Domestic licensed Shack counts were 46, compared to the average estimate of 48 [4] - Licensing revenue was reported at $14.57 million, exceeding the average estimate of $13.49 million and reflecting a year-over-year increase of 21.1% [4] - Shack sales revenue was $352.85 million, above the average estimate of $350.14 million, indicating a year-over-year change of 15.7% [4] - Shack system-wide sales reached $571.5 million, surpassing the average estimate of $566.61 million, with a year-over-year change of 15.4% [4] Stock Performance - Over the past month, Shake Shack's shares have returned -2%, while the Zacks S&P 500 composite has increased by 3.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]
Tree.com (TREE) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2025-10-30 15:01
Core Insights - Tree.com reported revenue of $307.8 million for the quarter ended September 2025, marking an 18% increase year-over-year and exceeding the Zacks Consensus Estimate of $278.53 million by 10.51% [1] - The company's EPS was $1.70, significantly higher than the $0.80 reported in the same quarter last year, and surpassed the consensus estimate of $1.23 by 38.21% [1] Revenue Breakdown - Consumer segment revenue reached $66.2 million, exceeding the average estimate of $63.86 million by analysts, reflecting an 11.3% year-over-year increase [4] - Home segment revenue was reported at $38.1 million, slightly below the average estimate of $39.37 million, but still showing an 18.3% increase year-over-year [4] - Insurance segment revenue totaled $203.5 million, significantly above the estimated $176.43 million, representing a 20.3% increase compared to the previous year [4] Segment Profit Analysis - Home segment profit was $11.8 million, which fell short of the estimated $12.7 million [4] - Insurance segment profit was reported at $47.6 million, exceeding the average estimate of $45.72 million [4] - Consumer segment profit reached $35.2 million, surpassing the estimated $30.93 million [4] Stock Performance - Tree.com shares have returned -6.6% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Compared to Estimates, DigitalBridge (DBRG) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-10-30 14:35
Core Insights - DigitalBridge (DBRG) reported a significant decline in revenue for the quarter ended September 2025, with revenue of $3.82 million, a year-over-year decrease of 95% [1] - The company's earnings per share (EPS) for the same period was $0.12, compared to $0.06 a year ago, indicating a positive EPS surprise of +33.33% against a consensus estimate of $0.09 [1] - The reported revenue fell short of the Zacks Consensus Estimate of $100.26 million, resulting in a surprise of -96.19% [1] Financial Performance Metrics - Fee Earning Equity Under Management (FEEUM) stood at $40.70 billion, slightly below the average estimate of $40.75 billion from two analysts [4] - Fee revenue was reported at $93.3 million, exceeding the average estimate of $80.36 million from three analysts, representing a year-over-year increase of +21.8% [4] - Principal investment income (loss) was $25.33 million, significantly higher than the average estimate of $16.8 million, reflecting a year-over-year change of +154.4% [4] - Other income was reported at $5.41 million, surpassing the average estimate of $4.61 million, with a year-over-year change of +0.4% [4] Stock Performance - DigitalBridge shares have returned +6.8% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]