Core Insights - Cullen/Frost Bankers (CFR) reported revenue of $560.42 million for Q1 2025, a year-over-year increase of 7.2% and exceeding the Zacks Consensus Estimate of $550.38 million by 1.82% [1] - The earnings per share (EPS) for the same quarter was $2.30, up from $2.15 a year ago, and also surpassed the consensus EPS estimate of $2.17 by 5.99% [1] Financial Metrics - Net loan charge-offs to average loans were 0.2%, better than the estimated 0.3% [4] - Total earning assets averaged $47.42 billion, slightly below the average estimate of $47.91 billion [4] - Net Interest Margin (FTE) was reported at 3.6%, matching the three-analyst average estimate [4] - Total Non-Performing Loans were $83.53 million, higher than the average estimate of $79.87 million [4] - Book value per common share at the end of the quarter was $61.74, exceeding the estimated $60.28 [4] - Total Non-Interest Income reached $124.01 million, surpassing the average estimate of $117.23 million [4] - Net Interest Income (FTE) was $436.40 million, slightly above the average estimate of $433.15 million [4] - Service charges on deposit accounts totaled $28.62 million, exceeding the estimated $26.79 million [4] - Net Interest Income was reported at $416.22 million, below the average estimate of $417.56 million [4] - Insurance commissions and fees were $21.02 million, higher than the estimated $18.29 million [4] - Trust and investment management fees reached $42.93 million, exceeding the average estimate of $41.20 million [4] - Other charges, commissions, and fees totaled $13.59 million, slightly above the estimated $13.38 million [4] Stock Performance - Shares of Cullen/Frost have returned -6.6% over the past month, compared to the Zacks S&P 500 composite's -0.7% 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]

2025年4月29日，广东建工(002060.SZ)发布2025年一季报。 公司最新资产负债率为89.20%，在已披露的同业公司中排名第99，较上季度资产负债率减少0.16个百分点，较去年同期资产负债率增加0.09个百分点。 公司最新毛利率为8.25%，在已披露的同业公司中排名第90，较上季度毛利率减少2.38个百分点，较去年同期毛利率减少0.76个百分点。最新ROE为1.03%， 在已披露的同业公司中排名第73，较去年同期ROE减少0.25个百分点。 公司营业总收入为144.22亿元，在已披露的同业公司中排名第9，较去年同报告期营业总收入增加8.48亿元，同比较去年同期上涨6.25%。归母净利润为1.44 亿元，在已披露的同业公司中排名第48，较去年同报告期归母净利润减少2519.32万元，同比较去年同期下降14.92%。经营活动现金净流入为-39.48亿元，在 已披露的同业公司中排名第102，较去年同报告期经营活动现金净流入减少13.10亿元。 公司股东户数为7.71万户，前十大股东持股数量为28.77亿股，占总股本比例为76.64%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | - ...

2025年4月29日，广西广电(600936.SH)发布2025年一季报。 | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 广西北部湾投资集团有限公司 | 27.84% | | | 南宁广播电视台 | 6.51% | | WN | 柳州市广播电视台 | 4.56% | | 4 | 陈宣炳 | 2.18% | | 5 | 玉林广播电视台(玉林市融媒体中心) | 1.45% | | 6 | 贵港市广播电视台 | 1.38% | | 7 | 河池市广播电视台 | 1.02% | | 8 | 北海市融媒体中心(北海日报社、北海广播电视台) | 0.88% | | 9 | 来宾市广播电视台 | 0.80% | | 10 | 桂林广播电视台 | 0.78% | 公司最新毛利率为-1.47%，在已披露的同业公司中排名第14，较上季度毛利率增加0.19个百分点，较去 年同期毛利率减少1.44个百分点。最新ROE为-43.67%，在已披露的同业公司中排名第15，较去年同期 ROE减少30.84个百分点。 公司摊薄每股收益为-0.12元，在已披露的同业公司中排名第13，较去年同报告期 ...

公司最新总资产周转率为0.03次，在已披露的同业公司中排名第47，较去年同期总资产周转率减少0.05 次，同比较去年同期下降64.52%。最新存货周转率为0.11次，在已披露的同业公司中排名第55，较去年 同期存货周转率减少0.19次，同比较去年同期下降63.92%。 公司股东户数为5.47万户，前十大股东持股数量为24.29亿股，占总股本比例为90.73%，前十大股东持 股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 中国航空工业集团有限公司 | 78.52% | | WN | 汉中汉航机电有限公司 | 5.74% | | | 汉中航空工业(集团)有限公司 | 5.28% | | 4 | 中国工商银行股份有限公司-易方达创业板交易型开放式指数证券投资基金 | 0.27% | | 5 | 中国航空科技工业股份有限公司 | 0.26% | | 6 | 王民 | 0.15% | | 7 | 中国农业银行股份有限公司-中证500交易型开放式指数证券投资基金 | 0.14% | | 8 | 中国建设银行股份有限公司-富国中证军工龙头交易型开放式指数证券投资基 ...

Core Insights - Tenaris S.A. reported revenue of $2.92 billion for Q1 2025, a year-over-year decline of 15.1%, with EPS of $0.94 compared to $1.27 a year ago, exceeding the Zacks Consensus Estimate of $2.87 billion by 1.78% and delivering an EPS surprise of 17.50% [1] Financial Performance - The company’s shares have returned -14.5% over the past month, while the Zacks S&P 500 composite changed by -0.2%, indicating underperformance relative to the broader market [3] - Tubes sales volume for seamless pipes was 775 Kmt, exceeding the three-analyst average estimate of 760.78 Kmt, while total tubes sales volume reached 987 Kmt against an estimate of 934.25 Kmt [4] - Net sales for Tubes in North America were $1.24 billion, a decline of 16.4% year-over-year, compared to the average estimate of $1.14 billion [4] - Net sales for Tubes in Asia Pacific, Middle East, and Africa were $761 million, surpassing the average estimate of $720.27 million [4] - Net sales for Tubes in Europe were $208 million, down 8% year-over-year, compared to the estimated $251.69 million [4] - Net sales for Tubes in South America were $552 million, a decline of 10.1% year-over-year, against an estimate of $593.41 million [4] - Revenues from other segments were $157 million, slightly above the average estimate of $155 million, but represented a significant year-over-year decline of 49.4% [4] - Total revenues from Tubes were $2.77 billion, exceeding the average estimate of $2.71 billion, but reflecting an 11.7% decrease compared to the previous year [4] - Operating income from other segments was $36 million, above the estimate of $25.06 million, while operating income from Tubes was $514 million, exceeding the average estimate of $478.24 million [4]

Financial Performance - For the quarter ended March 2025, Crown Castle reported revenue of $1.06 billion, down 35.3% year-over-year [1] - EPS for the quarter was $1.10, compared to $0.71 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.04 billion by +1.96% [1] - EPS also surpassed the consensus estimate of $1.02 by +7.84% [1] Key Metrics - Total ending towers were reported at 40,000, slightly below the four-analyst average estimate of 40,056 [4] - Site rental revenue was $1.01 billion, compared to the average estimate of $1.09 billion, reflecting a -36.3% year-over-year change [4] - Services and other revenue was $50 million, exceeding the average estimate of $46.85 million, but down -5.7% from the previous year [4] - Net Earnings Per Share (Diluted) was -$1.07, worse than the average estimate of -$0.58 [4] - Site rental gross margin was $771 million, below the average estimate of $893.90 million [4] - Services and other gross margin was $22 million, slightly above the average estimate of $20.96 million [4] Stock Performance - Shares of Crown Castle have returned -0.9% over the past month, compared to the Zacks S&P 500 composite's -0.2% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market [3]

(责任编辑：王治强HF013) 【水井坊2025年一季度财报出炉】水井坊4月30日披露2025年第一季度报告，营业总收入9.59亿元，同 比增长2.74%。归母净利润1.9亿元，同比增长2.15%。扣非净利润1.9亿元，同比增长23.63%。经营活动 产生的现金流量净额为-5.76亿元，上年同期为-1.02亿元。基本每股收益为0.3927元，加权平均净资产收 益率为3.61%。以4月29日收盘价计算，目前市盈率约为16.45倍，市净率(LF)约4.12倍，市销率(TTM)约 4.22倍。盈利能力方面，2025年一季度公司加权平均净资产收益率为3.61%，同比下降0.54个百分点。 投入资本回报率为3.51%，较上年同期下降0.55个百分点。截至2025年一季度末，经营活动现金流净额 为-5.76亿元，同比减少4.73亿元。筹资活动现金流净额-5665.69万元，同比增加1968.2万元。投资活动 现金流净额-9423.75万元，上年同期为-2.06亿元。资产重大变化方面，截至2025年一季度末，货币资金 较上年末减少34.2%，应收票据及应收账款较上年末增加232.2%，存货较上年末增加5.62%，固定资产 ...

Core Insights - Teladoc reported revenue of $629.37 million for Q1 2025, a decrease of 2.6% year-over-year, with an EPS of -$0.19, an improvement from -$0.49 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $617.67 million by 1.89%, while the EPS surpassed the consensus estimate of -$0.33 by 42.42% [1] Financial Performance Metrics - Average Revenue Per U.S. Integrated Care Member was $1.27, matching the five-analyst average estimate [4] - U.S. Integrated Care Members reached 102.5 million, exceeding the five-analyst average estimate of 101.3 million [4] - BetterHelp Paying Users totaled 0.4 million, slightly above the estimated 0.39 million [4] - Chronic Care Program Enrollment was 1.15 million, below the average estimate of 1.19 million [4] Revenue by Segment - Teladoc Health Integrated Care generated $389.47 million, surpassing the $380.91 million average estimate, reflecting a year-over-year increase of 3.3% [4] - BetterHelp reported revenues of $239.90 million, slightly above the $237.29 million estimate, but down 10.8% year-over-year [4] - BetterHelp-Other Wellness Services generated $5.46 million, below the three-analyst average estimate of $5.87 million, with a year-over-year increase of 2.9% [4] - BetterHelp-Therapy Services reported $234.44 million, exceeding the $231.85 million estimate, but down 11.1% from the previous year [4] Revenue by Type - Revenue from Other sources was $103.63 million, significantly above the two-analyst average estimate of $84.31 million, marking a year-over-year increase of 16.5% [4] - Access fees generated $525.74 million, below the $533.56 million average estimate, representing a year-over-year decline of 5.6% [4] Adjusted EBITDA - Adjusted EBITDA for BetterHelp was $7.71 million, slightly below the $7.93 million average estimate [4] - Adjusted EBITDA for Teladoc Health Integrated Care was $50.38 million, exceeding the five-analyst average estimate of $46.02 million [4]

Core Viewpoint - Oshkosh reported a decline in revenue and earnings for the quarter ended March 2025, indicating potential challenges in its financial performance [1][3]. Financial Performance - Revenue for the quarter was $2.31 billion, down 9.1% year-over-year, and below the Zacks Consensus Estimate of $2.41 billion by 4.17% [1]. - Earnings per share (EPS) were $1.92, a decrease from $2.89 in the same quarter last year, and also fell short of the consensus estimate of $2.02 by 4.95% [1]. Key Metrics - Net Sales- Access- Total: $957.10 million, down 22.7% year-over-year, and below the average estimate of $992.50 million [4]. - Net Sales- Access- Aerial work platforms: $450.80 million, a decline of 23.7% compared to the previous year, and below the estimate of $470.40 million [4]. - Net Sales- Access- Telehandlers: $244.50 million, down 34.5% year-over-year, and below the average estimate of $298.36 million [4]. - Net Sales- Defense: $463 million, down 13.8% year-over-year, and below the estimate of $519.18 million [4]. - Net Sales- Vocational- Total: $866.80 million, a 12.2% increase year-over-year, but slightly below the estimate of $873.40 million [4]. Operating Income - Adjusted Vocational segment operating income was $128.80 million, exceeding the average estimate of $118.12 million [4]. - Adjusted Access segment operating income was $107.80 million, below the estimate of $116.23 million [4]. - Operating income for Defense was $0.60 million, significantly lower than the average estimate of $14.12 million [4]. Stock Performance - Oshkosh shares have returned -6.1% over the past month, underperforming the Zacks S&P 500 composite, which changed by -0.2% [3]. - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance in the near term [3].

近期仕净科技（301030）发布2025年一季报，证券之星财报模型分析如下： 每股净资产为5.53元，同比减少了58.82%，每股收益为0.26元，同比减少了52.73%。公司自上市以来累 计融资总额为6.23亿元，累计分红总额为4309.40万元，分红融资比仅为0.07，显示出公司在股东回报方 面仍有提升空间。 费用控制与现金流 公司在费用控制方面也面临一定压力。销售费用、管理费用、财务费用总计为8605.52万元，三费占营 收比为11.71%，同比增长了5.15%。此外，每股经营性现金流为-0.51元，虽然同比增加了81.24%，但仍 然为负值，显示出公司在现金流管理上的困境。 资产与负债状况 截至本报告期末，公司应收账款为19.91亿元，占最新年报营业总收入比达96.94%，应收账款体量较 大。同时，有息负债为32.52亿元，同比增长21.36%，有息资产负债率已达31.82%，显示出公司在债务 管理方面的压力。 股东权益与分红 财务概况 仕净科技在2025年一季度的财务报告显示，公司整体业绩出现明显下滑。具体来看，营业总收入为7.35 亿元，同比下降14.53%；归母净利润为5289.06万元，同比下 ...