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Countdown to Amer Sports, Inc. (AS) Q1 Earnings: Wall Street Forecasts for Key Metrics
ZACKS· 2025-05-15 14:15
In its upcoming report, Amer Sports, Inc. (AS) is predicted by Wall Street analysts to post quarterly earnings of $0.15 per share, reflecting an increase of 87.5% compared to the same period last year. Revenues are forecasted to be $1.38 billion, representing a year-over-year increase of 16.5%.Over the last 30 days, there has been an upward revision of 2.7% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their i ...
阿里巴巴美股盘前跳水6.3%,此前阿里发布财报公司第四财季营收略低于市场预期
news flash· 2025-05-15 09:47
阿里巴巴美股盘前跳水6.3%,此前阿里发布财报公司第四财季营收略低于市场预期。 ...
房企营收TOP30分化加剧:11家增长,万科缩水26%仍居首
Bei Ke Cai Jing· 2025-05-15 01:23
2024年房地产经历了一轮深度调整,尤其是在可供结转的销售额下滑显著背景下,导致2024年房企营收承压,多数房企营收都出现不同程度的下滑。 新京报贝壳财经记者根据已公布2024年年报的上市房企公开信息整理出"2024年上市房企营收TOP30",共有10家房企营收超过了千亿,其中万科以3432亿元 的营收规模位居榜首,但同比下降超20%。在营收超千亿的房企中,仅华润置地、招商蛇口、绿城中国、建发国际同比实现了正增长。 那么,哪些房企营收规模领先?又有哪些房企营收同比大幅下滑? 据中指研究院发布的中国房地产上市公司研究报告显示,过去几年销售额增速逐年下滑,可供结转的销售额下滑显著,导致当前房企营收承压。整体来看, 2024年,房地产上市公司营收增速较上年明显下降。 值得一提的是,2024年,头部房企表现分化明显,营收下降的占比更大。其中,万科以3432亿元稳居营收榜第一,但同比下降了26.32%,相当于跌回5年前 (2019年营收3678.94亿元)的水平。保利发展、华润置地分别以3117亿元2788亿元位列二、三名,但保利发展营收同比下滑10.16%,华润置地则增长 11%,华润置地在逆势中表现更优。 前五名房 ...
泛欧交易所营收受市场波动提振创历史新高
news flash· 2025-05-14 17:18
泛欧交易所集团(Euronext NV)在政治因素引发的市场波动的推动下,季度营收创历史新高,与其他 交易所运营商的业绩增长相呼应。泛欧交易所在周三的一份声明中表示,"交易和清算活动波动异常剧 烈,尤其是在现金股票、固定收益、外汇、电力和大宗商品领域"。该公司公布第一季度营收为4.585亿 欧元(5.145亿美元),同比增长14%,高于分析师预期。 ...
“东南亚小腾讯”Sea一季度营收增长近三成 盈利能力显著改善
Zheng Quan Shi Bao Wang· 2025-05-14 05:12
"东南亚小腾讯"Sea(SE.US)公布的2025年第一季度业绩显示,营收同比增长29.6%至48.4亿美元,分析 师平均预期48.9亿美元;净利润为4.11亿美元,上年同期净亏损2300万美元;摊薄后的每股收益为0.65美 元,好于分析师平均预期的0.63美元。调整后EBITDA(非公认会计准则)达9.465亿美元,同比增幅 136%,盈利能力显著改善。 按业务划分,电子商务业务营收为35.24亿美元,同比增长28.3%;商品交易总额(GMV)为286亿美元,同 比增长21.5%。数字金融服务业务营收为7.87亿美元,同比增长57.6%,创两年来的最大增幅。数字娱乐 业务营收为4.96亿美元,同比增长8.2%;预订量为7.75亿美元,同比增长51.4%。 Sea首席执行官Forrest Li在一份声明中表示,今年强劲的开局给了实现全年预测的信心。 一季度电子商务占总营收的72.8%,其核心市场营收包括交易费和广告费,同比增长39.2%至24亿美 元。增值服务营收包括物流服务相关的收入,同比增长4.1%至7.52亿美元。 数字金融服务占总营收的16.3%,增长驱动主要来源于消费者和中小企业的信贷业务增长。数字 ...
Hyperfine(HYPR) - 2025 Q1 - Earnings Call Transcript
2025-05-13 21:32
Hyperfine (HYPR) Q1 2025 Earnings Call May 13, 2025 04:30 PM ET Company Participants Webb Campbell - Investor RelationsMaria Sainz - CEO, President & DirectorBrett Hale - CFO & Chief Administrative OfficerYuan Zhi - Managing Director Conference Call Participants Frank Takkinen - Senior Research AnalystNone - Analyst Operator Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to the Hyperfine Q1 twenty twenty five Earnings ...
Avantor (AVTR) 2025 Conference Transcript
2025-05-13 18:00
Summary of Avantor Conference Call Company Overview - **Company**: Avantor - **Industry**: Life Sciences Tools and Diagnostics Key Points Financial Performance - First quarter results were slightly below investor expectations, but the company remains confident in its platform's strength and resilience [3][4] - The lab solutions segment serves over 300,000 customers globally, with a strong bioprocessing franchise and medical-grade silicone formulations [3][4] - Strong margin execution and best-in-class free cash flow conversion were noted, with earnings aligning with plans and targets [3][4] Leadership Transition - CEO Michael Stubblefield announced a transition after over eleven years of leadership, during which revenue grew from $400 million to $7 billion [5][6] - The board is actively searching for a successor, focusing on candidates with a growth mindset and innovation background [8][9] Tariff Impact and Mitigation Strategies - Avantor's exposure to tariffs from China is estimated at approximately $30 million, with potential EPS impact of 3 to 4 cents if unmitigated [11][12][18] - The company has not incorporated tariff headwinds into its earnings guidance, confident in its ability to offset these through various strategies [12][16] - Mitigation strategies include transparent communication with customers about alternative products and flexible pricing frameworks [13][14] Market Guidance - The updated fiscal year 2025 guidance indicates organic sales decline of negative 1% to positive 1%, reflecting market conditions and policy changes impacting NIH funding [23][24] - The bioscience segment is expected to recover from first-quarter weaknesses, with a strong order book supporting future growth [29][30] Competitive Landscape - The macro environment has created a more competitive landscape, with opportunities for Avantor to gain market share despite challenges [37][39] - The company is focusing on retaining existing accounts and pursuing new business aggressively [4][39] Cost Actions and Margin Outlook - Avantor has expanded its cost savings plan to $400 million by the end of 2027, with significant contributions from procurement and operational efficiencies [46][48] - Long-term EBITDA margin target remains above 20%, although current market conditions may lead to a revised exit rate of around 18% for the year [49][50] Customer Segments and Market Dynamics - Approximately 5% of Avantor's revenue is linked to US academic and government sectors, which have faced funding cuts and spending freezes [41][42] - The company has observed stability in order rates since initial declines in early 2023, with expectations of no further deterioration [43][45] Conclusion - Avantor's leadership emphasizes the company's resilience and strategic positioning in the life sciences market, with ongoing efforts to drive growth and productivity despite macroeconomic challenges [52][53]
DaVita Stock Down Despite Q1 Earnings Beat, Margins Contract
ZACKS· 2025-05-13 17:15
DaVita Inc. (DVA) delivered adjusted earnings per share (EPS) of $2.00 in the first quarter of 2025, down 11.5% year over year. However, the figure surpassed the Zacks Consensus Estimate by 14.3%.GAAP EPS for the quarter was $2.00, reflecting a plunge of 24.5% year over year.DaVita’s Revenues in DetailRevenues of $3.22 billion in the first quarter increased 4.9% year over year. The figure topped the Zacks Consensus Estimate by 0.4%.Revenue per treatment in the first quarter of 2025 was $400.1 million, up 4. ...