业绩指引

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Rogers Communication (RCI) Up 3.3% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-08-22 16:35
It has been about a month since the last earnings report for Rogers Communication (RCI) . Shares have added about 3.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Rogers Communication due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for Rogers Communication, Inc. before we dive into how investors and analysts have reacted as of la ...
Amdocs Q3 Earnings Surpass Expectations, Revenues Fall Y/Y
ZACKS· 2025-08-07 14:51
Core Insights - Amdocs Limited (DOX) reported better-than-expected third-quarter fiscal 2025 results with non-GAAP earnings of $1.72 per share, exceeding management's guidance and the Zacks Consensus Estimate [1][10] - The company's revenues for Q3 were $1.14 billion, surpassing the consensus mark but down 8.4% year over year due to the phase-out of certain business activities [2][10] Financial Performance - Non-GAAP operating income increased 5.3% year over year to $244.7 million, with an operating margin expansion of 280 basis points to 21.4% [5] - Managed services revenues rose 4.1% year over year to $771.5 million, while the company ended the quarter with a backlog of $4.15 billion [5] - Amdocs generated operating cash flow of $241.2 million and free cash flow of $211.8 million during the third quarter [7] Revenue Breakdown - North America revenues were $745.4 million, representing 65.1% of total revenues, down 10.1% year over year [3] - Revenues from the Rest of the World (RoW) declined 14.5% year over year to $209.6 million, while Europe revenues increased 7.7% year over year to $189.4 million [3][4] Guidance and Outlook - For Q4, Amdocs expects revenues between $1.125 billion and $1.165 billion, with non-GAAP earnings per share projected between $1.79 and $1.85 [8][9] - The updated guidance for fiscal 2025 indicates a revenue decline rate of 9.0-10.0%, with a mid-point suggesting a decline of 9.5% [11] - Non-GAAP earnings per share growth is now expected in the range of 8.0-9.0%, up from previous forecasts [12]
望远镜系列14之AdidasFY2025Q2经营跟踪:关税拖累成本,收入表现及盈利指引低于预期
Changjiang Securities· 2025-08-04 23:30
Investment Rating - The investment rating for the industry is "Positive" and maintained [6] Core Insights - In FY2025Q2 (April 1, 2025 - June 30, 2025), Adidas reported revenue of €5.95 billion, which was below the expected €6.21 billion, showing a year-on-year growth of 8% at constant exchange rates, and a 12% increase when excluding the impact of Yeezy. The net profit attributable to shareholders was €370 million, exceeding the expected €340 million, with a year-on-year increase of 95%. The gross margin improved by 0.9 percentage points to 51.7%, primarily due to better product discounting and reduced shipping costs [2][4] Summary by Sections Revenue Performance - Adidas achieved revenue of €5.95 billion in FY2025Q2, which was lower than the expected €6.21 billion, with a year-on-year growth of 8% at constant exchange rates and 12% when excluding Yeezy [2][4] - The company's net profit was €370 million, surpassing the expected €340 million, reflecting a year-on-year increase of 95% [2][4] Gross Margin and Costs - The gross margin increased by 0.9 percentage points to 51.7%, attributed to improved product discounting and lower shipping costs [2][4] Market Performance - In FY2025Q2, Adidas' revenue growth in Europe, North America, and Greater China was 7%, 15%, and 11% respectively, with all markets except Europe achieving double-digit growth [10] - Direct-to-Consumer (DTC) and wholesale channels grew by 3% and 11% year-on-year respectively, indicating overall positive channel performance [10] Inventory and Cost Impacts - The inventory level was €5.26 billion, up 16% year-on-year, maintaining a healthy status in line with revenue growth [10] - Tariff impacts resulted in a negative effect of several million euros, with an expected increase in sales costs of €200 million in H2 [10] Performance Guidance - The company maintained its full-year guidance, expecting high single-digit revenue growth at constant exchange rates for FY2025, with an operating profit forecast of €1.7 to €1.8 billion, below market expectations of €2 billion [10]
美国联合航空公司高管:如果预订量继续改善,全年业绩指引将被证明是保守的
news flash· 2025-07-17 15:09
Group 1 - The core viewpoint is that United Airlines executives believe that if booking volumes continue to improve, the annual performance guidance will prove to be conservative [1] Group 2 - The company is optimistic about future performance based on current booking trends [1] - Executives are closely monitoring booking patterns to adjust forecasts accordingly [1] - There is a potential for upward revisions in financial expectations if the positive trend in bookings persists [1]
诺华制药(NVS.N)首席执行官:任何新的关税措施都不会影响2025年的业绩指引。
news flash· 2025-07-17 10:53
Core Viewpoint - The CEO of Novartis (NVS.N) stated that any new tariff measures will not impact the earnings guidance for 2025 [1] Group 1 - The company maintains a positive outlook for its performance in 2025 despite potential external economic pressures [1]
达美航空美股盘前涨超8%,公司恢复全财年业绩指引
news flash· 2025-07-10 10:36
Core Insights - Delta Air Lines reported adjusted revenue of $15.51 billion for Q2, exceeding the forecast of $15.45 billion [1] - The company achieved earnings per share of $2.10, surpassing the expected $2.07 [2] - For Q3, Delta Air Lines projects earnings per share between $1.25 and $1.75 [3] - The company has reinstated its full-year performance guidance, expecting adjusted earnings per share of $5.25 to $6.25, leading to an over 8% increase in pre-market stock price [4]
达美航空(DAL.N)恢复全年业绩指引,预计调整后每股收益在5.25美元至6.25美元之间。
news flash· 2025-07-10 10:32
Core Viewpoint - Delta Air Lines (DAL.N) has reinstated its full-year performance guidance, projecting adjusted earnings per share between $5.25 and $6.25 [1] Summary by Relevant Categories Financial Performance - The company expects adjusted earnings per share to range from $5.25 to $6.25 for the year [1]
拒发全年指引,联邦快递(FDX.US)是否还值得买入?华尔街多空观点激烈交锋
智通财经网· 2025-06-25 12:57
Core Viewpoint - FedEx demonstrated resilience in the face of global trade challenges, achieving profit growth for two consecutive years despite industry headwinds and operational disruptions, but disappointed investors by not providing full-year sales or profit guidance, leading to a pre-market stock drop of 4.67% [1] Analyst Ratings and Insights - Evercore ISI analyst Jonathan Chappell maintained an "Outperform" rating and raised the target price from $249 to $259, noting that while Q1 FY2026 expectations are below market forecasts, future trends may differ due to alleviated specific challenges [1] - Bank of America analyst Ken Hoexter maintained a "Buy" rating but lowered the target price from $270 to $245, citing a P/E ratio of 13.0 times for FY2026 earnings, balancing structural cost reductions from the upcoming FedEx Freight spin-off against macroeconomic uncertainties [1] - Morgan Stanley analyst Ravi Shanker issued a "Underweight" rating, expressing concerns over the lack of FY2026 guidance and a Q1 EPS expectation that is approximately 9% below forecasts, making it difficult to achieve earnings growth [1] - Deutsche Bank gave a "Buy" rating, highlighting impressive overall performance in the Express business with a strong incremental profit margin of nearly 75%, marking one of FedEx's best performances in the past decade [1] - Seeking Alpha analysts rated both FedEx and UPS as "Buy," with Moretus Research giving UPS a "Strong Buy" rating, indicating potential value in strategic transformations [1]
Why Dollar Tree Stock Is Sinking Today
The Motley Fool· 2025-06-04 19:41
Core Viewpoint - Dollar Tree's stock is declining despite reporting better-than-expected Q1 results, primarily due to disappointing forward guidance regarding sales and tariff impacts [1][2][5]. Financial Performance - Dollar Tree reported non-GAAP adjusted earnings per share of $1.26 on sales of $4.64 billion for Q1, surpassing Wall Street's expectations of $1.21 EPS on $4.53 billion in sales [4]. - Revenue increased by 11.3% year-over-year, with same-store sales rising by 5.4% [4]. Customer Metrics - The growth in same-store sales was attributed to a 2.5% increase in customer traffic and a 2.8% rise in average ticket size [5]. Forward Guidance - The company maintained its full-year sales guidance between $18.5 billion and $19.1 billion, which was below the average analyst estimate of $18.95 billion, leading to investor disappointment [6]. - Adjusted full-year earnings guidance was set between $5.15 and $5.65 per share, slightly above the average forecast of $5.21 per share, but this guidance reflects the impact of significant stock buybacks [7].
三星生物Q1实现强劲增长,公司维持2025年业绩指引
Tai Ping Yang Zheng Quan· 2025-05-23 12:42
Investment Rating - The industry rating is neutral for the biopharmaceutical sector and other pharmaceutical sectors [3] Core Insights - Samsung Biologics reported a strong performance in Q1 2025, achieving revenue of 12,980 billion KRW, a year-on-year increase of 37.06%, and a net profit of 3,760 billion KRW, up 110.06% [4][8] - The company maintains its full-year guidance for 2025, expecting revenue growth of 20%-25%, primarily driven by the stable operation of its fourth factory [8] - The growth in Q1 2025 was attributed to the steady operation of the fourth factory, increased sales of biosimilar products, and foreign exchange gains [8] Summary by Sections Financial Performance - In Q1 2025, Samsung Biologics reported an EBITDA of 6,500 billion KRW, reflecting a year-on-year growth of 78.08% [8] - The gross profit for the same period was 7,330 billion KRW, marking a 74.52% increase year-on-year [8] - As of Q1 2025, the company had current assets of 52,630 billion KRW and non-current assets of 121,740 billion KRW, with current liabilities of 36,190 billion KRW and non-current liabilities of 25,380 billion KRW [8] Performance Guidance - The company expresses confidence in achieving its previously set performance guidance for 2025 despite uncertainties in the macroeconomic environment [8] - The company is closely monitoring tariff changes in the U.S. pharmaceutical industry and is prepared to respond accordingly [8]