Core Insights - Heico Corporation reported $1.15 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 15.7% and exceeding the Zacks Consensus Estimate of $1.11 billion by 3.06% [1] - The company achieved an EPS of $1.26, up from $0.97 a year ago, resulting in an EPS surprise of 12.5% compared to the consensus estimate of $1.12 [1] Financial Performance Metrics - Net Sales for the Electronic Technologies Group (ETG) reached $355.86 million, surpassing the four-analyst average estimate of $346.93 million, with a year-over-year change of 10.5% [4] - Net Sales for the Flight Support Group (FSG) totaled $802.66 million, exceeding the four-analyst average estimate of $780.64 million, reflecting a year-over-year increase of 17.8% [4] - Net Sales for Corporate & Intersegment reported at -$10.93 million, better than the three-analyst average estimate of -$12.72 million, showing a year-over-year change of -5% [4] - Operating income for the Flight Support Group was $198.33 million, above the three-analyst average estimate of $184.62 million [4] - Operating income for Electronic Technologies Group was $81 million, below the three-analyst average estimate of $87.72 million [4] - Operating income for Other, primarily corporate, was -$14.31 million, better than the average estimate of -$19.9 million by three analysts [4] Stock Performance - Heico's shares have returned -4.4% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% 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]

Core Insights - Alcon reported revenue of $2.58 billion for Q2 2025, a year-over-year increase of 3.8% and an EPS of $0.76, up from $0.74 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $2.61 billion by 1.29%, while the EPS exceeded the consensus estimate of $0.71 by 7.04% [1] Financial Performance Metrics - Alcon's stock has returned +1.1% over the past month, underperforming the Zacks S&P 500 composite's +2.5% change [3] - The company holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3] Regional Sales Performance - International net sales were $1.42 billion, slightly below the estimated $1.45 billion, reflecting a year-over-year increase of +5.7% [4] - U.S. net sales reached $1.16 billion, compared to the estimated $1.18 billion, marking a +1.7% year-over-year change [4] Segment Sales Performance - Total Surgical net sales were $1.46 billion, below the estimated $1.48 billion, with a year-over-year increase of +2.3% [4] - Total Vision Care net sales were $1.12 billion, slightly below the estimated $1.13 billion, showing a +6% year-over-year change [4] - Total Surgical Consumables sales were $777 million, compared to the average estimate of $786.91 million, reflecting a +5.6% year-over-year change [4] - Total Surgical Equipment/Other sales were $222 million, below the estimated $232.7 million, with a -0.5% year-over-year change [4] - Total Vision Care Contact Lenses sales were $692 million, exceeding the estimated $682.51 million, with an +8.8% year-over-year change [4] - Total Vision Care Ocular Health sales were $430 million, below the estimated $446.4 million, reflecting a +1.7% year-over-year change [4] - Total Surgical Implantables sales were $456 million, slightly below the estimated $464.21 million, with a -1.7% year-over-year change [4] - Other revenues were reported at $19 million, exceeding the estimated $17.22 million, with a significant +35.7% year-over-year change [4]

公司最新毛利率为25.50%。最新ROE为0.11%，较去年同期ROE增加0.30个百分点。 公司摊薄每股收益为0.01元，较去年同报告期摊薄每股收益增加0.01元。 公司最新总资产周转率为0.21次，较去年同期总资产周转率持平，同比较去年同期上涨1.91%。最新存 货周转率为1.62次。 2025年8月16日，宝莱特(300246.SZ)发布2025年中报。 公司营业总收入为5.23亿元。归母净利润为131.34万元，较去年同报告期归母净利润增加382.84万元。 经营活动现金净流入为-2474.65万元，较去年同报告期经营活动现金净流入增加1362.25万元。 公司最新资产负债率为46.18%，较去年同期资产负债率减少1.17个百分点。 公司股东户数为1.84万户，前十大股东持股数量为9217.00万股，占总股本比例为34.84%，前十大股东 持股情况如下： | 序号 | 股东名称 | 持股比例 | | --- | --- | --- | | I | 燕金元 | 26.72% | | 2 | 王石 | 2.46% | | 3 | 深圳市前海久银投资基金管理有限公司-久银定增7号私募证券投资基金 | 1.3 ...

Core Insights - Red Robin (RRGB) reported revenue of $283.7 million for the quarter ended June 2025, reflecting a year-over-year decline of 5.5% [1] - The EPS for the same period was $0.26, a significant improvement from -$0.48 a year ago, resulting in an EPS surprise of +204% compared to the consensus estimate of -$0.25 [1] Financial Performance - The reported revenue was a slight miss, with a surprise of -0.53% against the Zacks Consensus Estimate of $285.22 million [1] - Comparable restaurant revenue showed a year-over-year change of -3.2%, which was below the estimated increase of 1.7% by analysts [4] - Total number of restaurants remained stable at 487, with 90 franchised and 397 company-owned, aligning with analyst estimates [4] Market Performance - Over the past month, shares of Red Robin have returned +5.8%, outperforming the Zacks S&P 500 composite's +3.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Aquestive Therapeutics reported $10 million in revenue for Q2 2025, a year-over-year decline of 50.2% [1] - The EPS for the same period was -$0.14, compared to -$0.03 a year ago, with a surprise of +22.22% against the consensus estimate of -$0.18 [1] Revenue Breakdown - Manufacture and supply revenue was $9.58 million, exceeding the average estimate of $8.49 million, representing an 18% year-over-year increase [4] - License and royalty revenue was $0.84 million, significantly below the estimated $2.09 million, reflecting a 92.5% decline compared to the previous year [4] - Co-development and research fees amounted to $0.38 million, slightly below the estimated $0.5 million, marking a 50% decrease year-over-year [4] Stock Performance - Shares of Aquestive Therapeutics have returned -2.7% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% 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]

Financial Performance - For the quarter ended June 2025, Sweetgreen, Inc. reported revenue of $185.58 million, which is an increase of 0.5% year-over-year [1] - The earnings per share (EPS) was -$0.20, compared to -$0.13 in the same quarter last year [1] - The reported revenue was a surprise of -3.11% compared to the Zacks Consensus Estimate of $191.54 million [1] - The EPS surprise was -66.67% against the consensus estimate of -$0.12 [1] Key Metrics - Same-store sales decreased by 7.6%, which was worse than the five-analyst average estimate of -5.3% [4] - The number of ending restaurants was 260, slightly above the five-analyst average estimate of 256 [4] - New restaurant openings totaled 9, exceeding the average estimate of 5 based on four analysts [4] Stock Performance - Sweetgreen's shares have returned -7.7% over the past month, while the Zacks S&P 500 composite increased by 1.9% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Xponential Fitness (XPOF) reported $76.21 million in revenue for the quarter ended June 2025, representing a year-over-year decline of 0.4%. EPS of $0.26 for the same period compares to -$0.03 a year ago.The reported revenue represents a surprise of -1.23% over the Zacks Consensus Estimate of $77.16 million. With the consensus EPS estimate being $0.19, the EPS surprise was +36.84%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to det ...

Core Insights - Oportun Financial Corporation reported a revenue of $234.3 million for the quarter ended June 2025, reflecting a year-over-year decline of 6.4% [1] - The earnings per share (EPS) for the same period was $0.31, compared to $0.08 a year ago, indicating a significant increase [1] - The revenue fell short of the Zacks Consensus Estimate of $239.43 million by 2.14%, while the EPS exceeded the consensus estimate of $0.22 by 40.91% [1] Revenue Breakdown - Non-interest income was reported at $16.1 million, surpassing the average estimate of $14.94 million, but showing a year-over-year decline of 15.3% [4] - Interest income amounted to $218.3 million, which was below the estimated $224.51 million, representing a 5.7% decrease compared to the previous year [4] - Non-interest income from servicing fees reached $3.6 million, exceeding the average estimate of $2.96 million, and showing a year-over-year increase of 4.1% [4] Stock Performance - Oportun Financial's shares have returned -11.5% over the past month, contrasting with the Zacks S&P 500 composite's increase of 1.2% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]

Financial Performance - For the quarter ended June 2025, Energy Transfer LP reported revenue of $19.24 billion, down 7.2% year-over-year, and EPS of $0.32 compared to $0.35 in the same quarter last year [1] - The reported revenue was a surprise of -23.83% compared to the Zacks Consensus Estimate of $25.26 billion, while the EPS met the consensus estimate [1] Key Metrics - Gathered volumes for midstream operations were 21,329.00 BBtu/D, exceeding the average estimate of 20,762.51 BBtu/D [4] - NGLs produced were 1,181 million barrels, surpassing the estimated 1,098.09 million barrels [4] - Adjusted EBITDA for intrastate transportation and storage was $284 million, below the average estimate of $319.2 million, while interstate transportation and storage achieved $470 million, above the estimate of $423.8 million [4] Stock Performance - Shares of Energy Transfer LP returned -0.4% over the past month, while the Zacks S&P 500 composite increased by +0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Corteva, Inc. reported revenue of $6.46 billion for the quarter ended June 2025, marking a year-over-year increase of 5.6% and exceeding the Zacks Consensus Estimate by 3.36% [1] - The company's EPS for the same period was $2.20, up from $1.83 a year ago, representing a surprise of 16.4% over the consensus estimate of $1.89 [1] Revenue Breakdown - Seed revenue reached $4.54 billion, surpassing the estimated $4.46 billion, with a year-over-year increase of 4.8% [4] - Crop Protection revenue was $1.92 billion, exceeding the $1.8 billion estimate, reflecting a 7.8% year-over-year increase [4] - Crop Protection - Other revenue was $49 million, significantly below the $88.17 million estimate, showing a decline of 71.2% year-over-year [4] - Seed - Other revenue was $133 million, lower than the estimated $168.43 million, representing an 8.3% decrease year-over-year [4] - Crop Protection - Herbicides revenue was $995 million, above the $951.43 million estimate, with a year-over-year increase of 5.2% [4] - Crop Protection - Insecticides revenue was $436 million, exceeding the $413.11 million estimate, reflecting a 5.1% year-over-year increase [4] - Crop Protection - Fungicides revenue was $342 million, surpassing the estimated $261.53 million, with a significant year-over-year increase of 36.8% [4] - Seed - Soybean revenue was $1.26 billion, slightly below the estimated $1.31 billion, showing a decline of 4.6% year-over-year [4] - Seed - Corn revenue was $2.96 billion, exceeding the estimated $2.74 billion, with a year-over-year increase of 10.4% [4] - Seed - Other oilseeds revenue was $186 million, below the estimated $218.94 million, with no change year-over-year [4] Operating Performance - Operating EBITDA for Seed was $1.86 billion, above the average estimate of $1.77 billion [4] - Operating EBITDA for Corporate was reported at -$33 million, slightly worse than the estimated -$32.4 million [4] Stock Performance - Corteva, Inc. shares have returned -5.4% over the past month, compared to a +0.5% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]