盈利预期修正
Search documents
Integer (ITGR) Q2 Earnings Lag Estimates
ZACKS· 2025-07-24 14:17
Company Performance - Integer (ITGR) reported quarterly earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.57 per share, but showing an increase from $1.3 per share a year ago, representing an earnings surprise of -1.27% [1] - The company posted revenues of $476.49 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.87%, compared to year-ago revenues of $436.2 million [2] - Over the last four quarters, Integer has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance and Outlook - Integer shares have lost about 12.6% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $1.67 for the coming quarter and $6.33 for the current fiscal year [7] - The current Zacks Rank for Integer is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Industry Context - The Medical - Instruments industry, to which Integer belongs, is currently in the bottom 34% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] - iRadimed (IRMD), another company in the same industry, is expected to report quarterly earnings of $0.45 per share, reflecting a year-over-year change of +7.1% [9]
Pool Corp. (POOL) Tops Q2 Earnings Estimates
ZACKS· 2025-07-24 13:16
分组1 - Pool Corp. reported quarterly earnings of $5.17 per share, exceeding the Zacks Consensus Estimate of $5.12 per share, and showing an increase from $4.98 per share a year ago, resulting in an earnings surprise of +0.98% [1] - The company posted revenues of $1.78 billion for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.21%, and showing a year-over-year increase from $1.77 billion [2] - Over the last four quarters, Pool Corp. has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has underperformed the market, losing about 7.1% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The current consensus EPS estimate for the coming quarter is $3.42 on revenues of $1.45 billion, and for the current fiscal year, it is $10.95 on revenues of $5.31 billion [7] - The Leisure and Recreation Products industry, to which Pool Corp. belongs, is currently ranked in the bottom 27% of over 250 Zacks industries, indicating potential challenges for stock performance [8]
Ardagh Metal Packaging S.A. (AMBP) Q2 Earnings and Revenues Beat Estimates
ZACKS· 2025-07-24 13:16
Core Insights - Ardagh Metal Packaging S.A. (AMBP) reported quarterly earnings of $0.08 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and up from $0.06 per share a year ago, representing an earnings surprise of +14.29% [1] - The company achieved revenues of $1.46 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 7.66%, compared to $1.26 billion in the same quarter last year [2] - Ardagh Metal Packaging shares have increased approximately 54.2% year-to-date, significantly outperforming the S&P 500's gain of 8.1% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.07 on revenues of $1.39 billion, and for the current fiscal year, it is $0.20 on revenues of $5.28 billion [7] Industry Context - The Metal Products - Procurement and Fabrication industry, to which Ardagh belongs, is currently ranked in the top 14% of over 250 Zacks industries, indicating a favorable outlook for stocks within this sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors or through tools like the Zacks Rank [5][6]
A.O. Smith (AOS) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-24 13:06
Company Performance - A.O. Smith reported quarterly earnings of $1.07 per share, exceeding the Zacks Consensus Estimate of $0.97 per share, and showing a slight increase from $1.06 per share a year ago, resulting in an earnings surprise of +10.31% [1] - The company posted revenues of $1.01 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.06%, although this represents a slight decrease from year-ago revenues of $1.02 billion [2] - Over the last four quarters, A.O. Smith has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - A.O. Smith shares have increased approximately 4.7% since the beginning of the year, compared to the S&P 500's gain of 8.1% [3] - The current consensus EPS estimate for the upcoming quarter is $0.89 on revenues of $927.15 million, and for the current fiscal year, it is $3.76 on revenues of $3.83 billion [7] - The estimate revisions trend for A.O. Smith was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Manufacturing - Electronics industry, to which A.O. Smith belongs, is currently in the top 10% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
Atlantic Union (AUB) Tops Q2 Earnings and Revenue Estimates
ZACKS· 2025-07-24 13:06
Core Viewpoint - Atlantic Union (AUB) reported quarterly earnings of $0.95 per share, exceeding the Zacks Consensus Estimate of $0.80 per share, and showing an increase from $0.63 per share a year ago, indicating a positive earnings surprise of +18.75% [1] Financial Performance - The company posted revenues of $407.26 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 9.78%, compared to $212.16 million in the same quarter last year [2] - Over the last four quarters, Atlantic Union has exceeded consensus EPS estimates only once and has topped consensus revenue estimates two times [2] Stock Performance - Atlantic Union shares have declined approximately 11.1% since the beginning of the year, while the S&P 500 has gained 8.1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.85 on revenues of $375.32 million, and for the current fiscal year, it is $3.01 on revenues of $1.34 billion [7] - The estimate revisions trend for Atlantic Union was mixed ahead of the earnings release, which may change following the recent report [6] Industry Context - The Banks - Northeast industry, to which Atlantic Union belongs, is currently ranked in the top 23% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]
Labcorp Holdings (LH) Q2 Earnings and Revenues Top Estimates
ZACKS· 2025-07-24 13:01
Core Insights - Labcorp Holdings (LH) reported quarterly earnings of $4.35 per share, exceeding the Zacks Consensus Estimate of $4.14 per share, and up from $3.94 per share a year ago, representing an earnings surprise of +5.07% [1] - The company achieved revenues of $3.53 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.14%, and an increase from $3.22 billion year-over-year [2] - Labcorp has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The future performance of Labcorp's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $4.07 on revenues of $3.53 billion, while for the current fiscal year, the estimate is $16.05 on revenues of $13.91 billion [7] Industry Context - The Medical Services industry, to which Labcorp belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, IceCure Medical Ltd. (ICCM), is expected to report a quarterly loss of $0.06 per share, with revenues projected to decline by 20.8% year-over-year [9]
Dover Corporation (DOV) Q2 Earnings and Revenues Beat Estimates
ZACKS· 2025-07-24 12:40
Core Viewpoint - Dover Corporation reported quarterly earnings of $2.44 per share, exceeding the Zacks Consensus Estimate of $2.39 per share, and showing an increase from $2.36 per share a year ago, indicating a positive earnings surprise of +2.09% [1] Financial Performance - The company achieved revenues of $2.05 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.57%, although this represents a decline from year-ago revenues of $2.18 billion [2] - Over the last four quarters, Dover has exceeded consensus EPS estimates four times, but has only topped consensus revenue estimates once [2] Stock Performance and Outlook - Dover shares have increased by approximately 1.8% since the beginning of the year, while the S&P 500 has gained 8.1%, indicating underperformance relative to the broader market [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.50, with expected revenues of $2.07 billion, and for the current fiscal year, the consensus EPS estimate is $9.36 on revenues of $8.01 billion [7] Industry Context - The Manufacturing - General Industrial industry, to which Dover belongs, is currently ranked in the top 12% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
Alphabet Inc. (GOOG) Q2 Earnings and Revenues Top Estimates (Revised)
ZACKS· 2025-07-24 08:45
Alphabet Inc. (GOOG) came out with quarterly earnings of $2.31 per share, beating the Zacks Consensus Estimate of $2.15 per share. This compares to earnings of $1.89 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.44%. A quarter ago, it was expected that this company would post earnings of $2.02 per share when it actually produced earnings of $2.81, delivering a surprise of +39.11%. Over the last four quarters, the company ...
Oceaneering International (OII) Tops Q2 Earnings Estimates
ZACKS· 2025-07-23 23:16
Core Insights - Oceaneering International (OII) reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, and showing an increase from $0.28 per share a year ago, resulting in an earnings surprise of +16.67% [1] - The company posted revenues of $698.16 million for the quarter ended June 2025, slightly missing the Zacks Consensus Estimate by 0.05%, but up from $668.81 million year-over-year [2] - Oceaneering International shares have declined approximately 19% since the beginning of the year, contrasting with the S&P 500's gain of 7.3% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.42 on revenues of $681.84 million, and for the current fiscal year, it is $1.76 on revenues of $2.74 billion [7] Industry Context - The Oil and Gas - Field Services industry, to which Oceaneering International belongs, is currently ranked in the bottom 5% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor sentiment [5]
Icon PLC (ICLR) Q2 Earnings and Revenues Top Estimates
ZACKS· 2025-07-23 22:51
Company Performance - Icon PLC reported quarterly earnings of $3.26 per share, exceeding the Zacks Consensus Estimate of $3.18 per share, but down from $3.75 per share a year ago, representing an earnings surprise of +2.52% [1] - The company posted revenues of $2.02 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.57%, although this is a decrease from year-ago revenues of $2.12 billion [2] - Over the last four quarters, Icon PLC has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Performance - Icon PLC shares have declined approximately 23% since the beginning of the year, contrasting with the S&P 500's gain of 7.3% [3] - The current Zacks Rank for Icon PLC is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $3.36 on revenues of $1.98 billion, and for the current fiscal year, it is $13.21 on revenues of $7.96 billion [7] - The outlook for the Medical Services industry, where Icon PLC operates, is currently in the top 35% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]