Shares of Teladoc Health Inc. (TDOC) have fallen 4.6% since it reported first-quarter 2025 results on April 30, as investors are not impressed with its 2025 outlook. Although it reported better-than-expected results due to growing international revenues and an expanding membership base in the Integrated Care segment, the upsides were partially offset by lower access fees and fewer visits.Teladoc Health incurred a first-quarter 2025 adjusted loss of 19 cents per share, narrower than the Zacks Consensus Estim ...

Shopify预计第二季度营收将以20%-30%区间中段的同比速度增长。 Shopify一季度营收23.6亿美元，预估23.4亿美元。 一季度营业利润2.03亿美元，预估2.076亿美元。 Shopify美股盘前一度跌超9%。 ...

Vestis (VSTS) Q2 2025 Earnings Call May 07, 2025 09:00 AM ET Speaker0 Welcome to the Vestas Corporation Fiscal Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants have been placed on a listen only mode and the floor will be open for your questions following the presentation. I would now like to turn the call over to Michael Aurelio, Vice President, Investor Relations. Speaker1 Thank you, operator, and thank you all for joining us. With me are Philip Holliman, Interim E ...

Inspire Medical Systems, Inc. (INSP) delivered an earnings per share (EPS) of 10 cents in first-quarter 2025 against the year-ago period’s loss of 34 cents per share and the Zacks Consensus Estimate of a loss of 23 cents. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)INSP’s Revenues in DetailInspire Medical registered revenues of $201.3 million in the first quarter, up 22.7% year over year. The figure beat the Zacks Consensus Estimate by 3.2%.Per management, the overall revenue gr ...

Core Insights - Preformed Line Products Company (PLPC) reported a solid financial performance in Q1 2025, with net sales increasing by 5% year-over-year to $148.5 million and net income rising by 20% to $11.5 million [2][11] Earnings & Sales Performance - Net sales for Q1 2025 were $148.5 million, up from $140.9 million in the same quarter last year, reflecting a 5% increase [2] - Net income reached $11.5 million, or $2.33 per diluted share, compared to $9.6 million, or $1.94 per share, a year earlier, marking a 20% increase [2] Gross Profit and Margins - Gross profit increased to $48.7 million from $44.1 million, with gross margin expanding by 150 basis points to 32.8% [3] - The margin improvement was attributed to a favorable product mix and better leverage on fixed costs, with sales increasing by 9% year-over-year when excluding the negative impact of foreign currency translation [3] Key Business Metrics - Pre-tax income was $13.7 million, a 15% increase from $11.9 million in the prior-year quarter, with pre-tax margin improving by 80 basis points to 9.2% [4] - Sales growth was observed in both the USA (5% increase) and the broader Americas region (39% increase) [4] Segment Performance - The communications business saw a 15% revenue increase due to higher fiber closure product sales [5] - The energy segment's sales rose by 4%, driven by strength in transmission line products, while the special industries segment experienced a 10% decline, primarily due to weakness in the EMEA region [5] Management Commentary - Executive Chairman Rob Ruhlman highlighted a strong start to 2025, with the USA communications business and international operations being key contributors to growth [6] Cost and Tariff Considerations - Ruhlman expressed caution regarding potential impacts of newly enacted tariffs on customer demand, noting that PLPC's domestic manufacturing presence helps manage the high-tariff environment [7] - The company anticipates cost increases related to steel and aluminum inputs and is implementing pricing adjustments and cost-containment strategies [7] Cash Flow and Capital Expenditures - Cash flow from operations was $5.7 million, with a decline in free cash flow year-over-year due to a $7.1 million increase in capital expenditures, including land and building purchases in Spain [9] - Despite this, PLPC reported a trailing 12-month free cash flow conversion rate of 118% and maintained strong liquidity with $54.8 million in cash and cash equivalents [9] Debt and Financing - The company increased its long-term debt to fund the acquisition of land and a building in Spain, supporting international operational expansion [10] - Additional borrowings included a $12.1 million aircraft loan and $15.3 million in overseas financing, with no significant debt maturities in the near term [11]

公司报告 | 季报点评 民生银行（600016） 证券研究报告 营收大幅改善，资产质量稳健 事件： 民生银行发布2025 年一季度财报。公司实现营收368亿元，YoY+7.41%； 归母净利润 127 亿元，YoY-5.13%；不良率 1.46% ，拨备覆盖率 144.27%。 点评： 营收大幅增长。2025 年一季度，民生银行营收 368 亿元（YoY+7.41%， 较 2024 年末提升 10.62pct），其中净利息收入 249 亿元（YoY+2.49%， 较 2024 年末提升 6.14pct），占营收比重 67.6%；非息收入 119 亿元， 同比增长 19.34%，较 2024 年末提升 21.39pct。2025Q1 拨备前利润、 归母净利润分别同比+9.98%、-5.13%。导致拨备前利润与归母净利润增 速较大差距的主要原因是公司计提力度加大，2025 年一季度计提减值准备 同比+42.68%，增长约 33 亿元。 非息收入方面：2025 年一季度，公司手续费及佣金收入 49 亿元，同比 -3.94%。其它非息收入整体同比增长 43.79%；其中投资净收益 94 亿元， 同比增长 58.10% ...

近期安博通(688168)发布2025年一季报，证券之星财报模型分析如下： 安博通2025年一季度财务表现 营收与利润 安博通(688168)在2025年一季度实现了显著的营收增长，营业总收入达到3.08亿元，同比上升444.91%。 然而，归母净利润和扣非净利润分别为-4868.25万元和-4868.85万元，分别同比下降38.81%和35.97%。 这表明尽管公司在收入方面表现出色，但盈利能力并未随之改善。 盈利能力 公司的毛利率为92.06%，同比增加了46.15%，显示出公司在主营业务上的盈利能力有所增强。然而， 净利率为-17.7%，虽然同比增加了73.04%，但仍处于亏损状态。这表明公司在控制成本和提高整体盈利 能力方面仍面临挑战。 费用控制 销售费用、管理费用和财务费用总计为3.06亿元，占营收的比例高达99.18%，同比增加了25.93%。过高 的费用占比对公司的盈利产生了负面影响，需要进一步优化费用结构。 现金流状况 每股经营性现金流为-2.94元，同比减少了152.75%。此外，货币资金为2.03亿元，较去年同期下降了 23.20%。应收账款为4.64亿元，同比减少了17.25%。这些数据 ...

近期杰华特(688141)发布2025年一季报，证券之星财报模型分析如下： 现金流与债务状况 尽管公司在营收和费用控制方面表现出色，但现金流和债务状况仍需引起重视。货币资金从16.52亿元 下降至10.14亿元，降幅达38.61%。同时，有息负债增加到15.14亿元，同比增长16.79%，有息资产负债 率已达37.19%。此外，近3年经营性现金流均值为负，且近3年经营性现金流均值/流动负债仅 为-67.36%，表明公司现金流压力较大。 应收账款 应收账款从3.35亿元增加到4.36亿元，同比增长30.01%。年报归母净利润为负的情况下，应收账款的增 长可能对公司资金周转带来一定压力。 杰华特(688141)在2025年一季度实现了显著的营收增长，营业总收入达到5.28亿元，同比增长60.42%。 然而，归母净利润和扣非净利润分别为-1.13亿元和-1.28亿元，尽管亏损幅度有所减少，但依然处于亏 损状态。归母净利润同比上升45.77%，扣非净利润同比上升39.84%。 盈利能力 公司的盈利能力有所提升，毛利率为29.69%，同比增加了7.24%；净利率为-21.79%，同比增加了 65.79%。这表明公司在控 ...

近期华是科技（301218）发布2025年一季报，证券之星财报模型分析如下： 营收与利润 华是科技在2025年一季度实现了显著的营收增长，营业总收入达到1.37亿元，同比上升241.85%。然 而，归母净利润和扣非净利润分别为-195.44万元和-433.88万元，分别同比下降65.86%和109.84%。这表 明公司在收入增长的同时，盈利能力并未同步提升。 盈利能力 公司的毛利率为7.69%，较去年同期减少了39.33个百分点，显示出主营业务的盈利能力有所减弱。净利 率为-2.14%，同比增加了38.62个百分点，尽管有所改善但仍处于亏损状态。每股收益为-0.02元，同比 减少100.0%，进一步反映了公司盈利能力的下降。 成本与费用控制 三费(销售费用、管理费用、财务费用)总计1240.49万元，占营收比例为9.09%，同比减少了70.89%。这 表明公司在费用控制方面取得了一定成效，但未能有效转化为利润增长。 现金流与应收账款 每股经营性现金流为-0.13元，同比减少了3567.23%，显示出公司在经营活动中的现金流状况恶化。此 外，应收账款达到2.83亿元，占最新年报归母净利润的比例高达2901.09 ...

Revenue and Profit - The company reported total revenue of 42.1272 million yuan for Q1 2025, representing a year-on-year increase of 21.58% [1] - The net profit attributable to shareholders was 5.1263 million yuan, a year-on-year decrease of 23.98% [1] - The net profit excluding non-recurring items was 2.0886 million yuan, down 52.84% year-on-year [1] Key Financial Indicators - The company's accounts receivable significantly increased to 304 million yuan, with a year-on-year growth of 45.65% [3] - Cash and cash equivalents amounted to 284 million yuan, reflecting a year-on-year increase of 101.06% [3] Debt and Financing - The company has healthy cash assets, with interest-bearing liabilities at 52,800 yuan, an increase of 4.24% year-on-year [4] - Cumulative financing since listing totals 926 million yuan, with cumulative dividends amounting to 36.6 million yuan, resulting in a dividend-to-financing ratio of 0.04 [4] Profitability Metrics - Gross margin was 37.03%, a decrease of 12.66 percentage points year-on-year [6] - Net margin stood at 12.17%, down 37.47 percentage points year-on-year [6] - Operating expenses accounted for 17.09% of revenue, an increase of 1.86 percentage points year-on-year [6] Earnings Per Share - Earnings per share were 0.09 yuan, a decrease of 24.02% year-on-year [6] - The company reported a negative operating cash flow per share of -0.51 yuan, down 1.69 year-on-year [6] - The book value per share increased to 20.69 yuan, reflecting a year-on-year growth of 2.13% [6]