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Compared to Estimates, Datadog (DDOG) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-08-08 19:01
Core Insights - Datadog reported revenue of $826.76 million for the quarter ended June 2025, reflecting a year-over-year increase of 28.1% [1] - The earnings per share (EPS) for the quarter was $0.46, up from $0.43 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $790.78 million, resulting in a positive surprise of +4.55% [1] - Datadog's EPS also surpassed expectations, with a surprise of +12.2% compared to the consensus estimate of $0.41 [1] Key Metrics - The number of customers generating over $100k in annual recurring revenue (ARR) reached 3,850, slightly above the estimated 3,848 [4] - Total customer count stood at 31,400, exceeding the estimated 31,165 [4] - Remaining performance obligations were reported at $2.43 billion, compared to the estimated $2.39 billion [4] Stock Performance - Datadog's shares have returned -0.8% over the past month, while the Zacks S&P 500 composite has increased by +1.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]
Knowles Revenue Jumps 8 Percent in Q2
The Motley Fool· 2025-07-25 05:09
Core Insights - Knowles reported Q2 2025 earnings with revenue of $145.9 million and non-GAAP EPS of $0.24, both exceeding analyst expectations of $139.75 million and $0.23 respectively [1][2] - The company demonstrated strong cash generation with adjusted free cash flow increasing by 70.7% year-over-year to $39.6 million [6] - The Precision Devices segment showed robust demand, contributing to the overall revenue outperformance [5] Financial Performance - Non-GAAP EPS increased by 20.0% from $0.20 in Q2 2024 to $0.24 in Q2 2025 [2] - Revenue grew by 7.9% year-over-year from $135.2 million in Q2 2024 to $145.9 million in Q2 2025 [2] - Non-GAAP gross profit reached $64.5 million, up from $59.8 million in Q2 2024, reflecting a 7.9% increase [2] Business Segments - Knowles operates primarily in two segments: Precision Devices, focusing on critical components for medtech and defense, and MedTech and Specialty Audio, providing audio solutions [3][4] - The Precision Devices segment experienced increased order activity and backlog, particularly in medtech and defense applications [5] Strategic Focus - The company is concentrating on high-value end markets, particularly in medtech and defense, to ensure business stability [4] - Strategic investments in R&D and a global manufacturing footprint are key to mitigating risks from tariffs and supply chain disruptions [4] Cash Flow and Profitability - Net cash from operations was $36.4 million, supporting $30 million in share repurchases, indicating a strong cash position of $103.2 million as of June 30, 2025 [6] - Non-GAAP gross margin remained steady at 44.2%, while GAAP gross margin slightly decreased to 41.5% [7] Future Outlook - Management projects Q3 2025 revenue between $144 million and $154 million, with non-GAAP EPS expected to be between $0.29 and $0.33 [9] - Leadership anticipates improvements in gross margins as production mix shifts and capacity utilization increases [9][10]
Compared to Estimates, Edwards Lifesciences (EW) Q2 Earnings: A Look at Key Metrics
ZACKS· 2025-07-24 23:01
Core Insights - Edwards Lifesciences reported $1.53 billion in revenue for Q2 2025, a year-over-year decline of 6.1% with an EPS of $0.67 compared to $0.70 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $1.49 billion, resulting in a surprise of +2.85%, while the EPS also surpassed expectations by +8.06% [1] Revenue Performance - Net Sales in Europe reached $378.2 million, exceeding the average estimate of $353.07 million, reflecting a year-over-year increase of +12.7% [4] - Net Sales outside the United States were $642.5 million, surpassing the average estimate of $621.76 million, with a year-over-year change of +12.9% [4] - Net Sales in the United States amounted to $889.7 million, above the average estimate of $865.54 million, showing an increase of +8.9% year-over-year [4] - Net Sales in Japan were $95.3 million, slightly below the average estimate of $105.11 million, but still representing a +9% year-over-year change [4] - Net Sales in the Rest of the World reached $169 million, exceeding the average estimate of $163.59 million, with a year-over-year increase of +15.7% [4] Product Group Performance - Net Sales for Transcatheter Mitral and Tricuspid Therapies were $134.5 million, surpassing the average estimate of $129.87 million, with a significant year-over-year increase of +62.1% [4] - Net Sales for Surgical Structural Heart products totaled $266.8 million, exceeding the average estimate of $259.33 million, reflecting a year-over-year change of +1% [4] - Net Sales for Transcatheter Aortic Valve Replacement reached $1.13 billion, above the average estimate of $1.1 billion, with a year-over-year increase of +8.9% [4] Stock Performance - Shares of Edwards Lifesciences have returned -0.1% over the past month, while the Zacks S&P 500 composite increased by +5.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]
United Bankshares (UBSI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-24 18:30
Core Viewpoint - United Bankshares (UBSI) demonstrated strong financial performance in the quarter ended June 2025, with significant increases in revenue and earnings per share (EPS) compared to the previous year [1]. Financial Performance - Revenue for the quarter was reported at $306.79 million, reflecting a year-over-year increase of 19.5% [1]. - EPS was reported at $0.85, up from $0.71 in the same quarter last year [1]. - The revenue exceeded the Zacks Consensus Estimate of $298 million, resulting in a surprise of +2.95% [1]. - EPS also surpassed the consensus estimate of $0.77, with a surprise of +10.39% [1]. Key Metrics - Efficiency Ratio stood at 48.4%, better than the three-analyst average estimate of 50% [4]. - Average balance of earning assets was $28.95 billion, slightly below the estimated $29.18 billion [4]. - Net interest margin was reported at 3.8%, exceeding the average estimate of 3.7% [4]. - Net Charge-off as a percentage of average loans was 0.1%, matching the two-analyst average estimate [4]. - Income from mortgage banking operations was $2.6 million, below the average estimate of $3.28 million [4]. - Total Noninterest Income reached $31.46 million, surpassing the average estimate of $30.44 million [4]. - Income from bank-owned life insurance was $3.62 million, exceeding the estimated $2.94 million [4]. - Other income was reported at $2.1 million, slightly above the average estimate of $2.01 million [4]. - Fees from deposit services totaled $9.66 million, below the average estimate of $9.79 million [4]. - Other service charges, commissions, and fees were $1.15 million, above the average estimate of $1 million [4]. - Bankcard fees and merchant discounts reached $2.1 million, exceeding the estimated $1.89 million [4]. - Net Interest Income (Taxable Equivalent) was reported at $275.33 million, higher than the estimated $266.03 million [4]. Stock Performance - Shares of United Bankshares returned +2.2% over the past month, compared to the Zacks S&P 500 composite's +5.7% change [3]. - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3].
Compared to Estimates, Lovesac (LOVE) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-06-12 14:31
Financial Performance - For the quarter ended April 2025, Lovesac reported revenue of $138.37 million, reflecting a year-over-year increase of 4.3% [1] - The earnings per share (EPS) was reported at -$0.73, an improvement from -$0.83 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $136.95 million by 1.04% [1] - The EPS surprise was +9.88%, compared to the consensus estimate of -$0.81 [1] Key Metrics - Lovesac's showroom count at the end of the quarter was 267, slightly below the two-analyst average estimate of 269 [4] - Net Sales from Other sources were reported at $8.60 million, significantly lower than the average estimate of $13.91 million, representing a year-over-year decline of 40.4% [4] - Net Sales from Internet channels were $33.30 million, below the average estimate of $36.39 million, indicating a 9% year-over-year decrease [4] - Net Sales from Showrooms reached $96.50 million, surpassing the average estimate of $85.76 million, and showing an 18.2% increase compared to the previous year [4] Stock Performance - Shares of Lovesac have returned +0.6% over the past month, while the Zacks S&P 500 composite increased by +6.6% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), suggesting potential outperformance against the broader market in the near term [3]
AMC Networks (AMCX) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-05-09 14:30
Core Insights - AMC Networks reported a revenue of $555.23 million for the quarter ended March 2025, reflecting a decline of 6.9% year-over-year [1] - The earnings per share (EPS) was $0.52, down from $1.16 in the same quarter last year, indicating a significant drop in profitability [1] - The revenue fell short of the Zacks Consensus Estimate of $573.03 million, resulting in a surprise of -3.11% [1] - The company experienced an EPS surprise of -28.77%, with the consensus EPS estimate being $0.73 [1] Revenue Breakdown - International and Other revenues were reported at $69.95 million, which is a decrease of 7.5% year-over-year and below the average estimate of $72.88 million from three analysts [4] - Domestic Operations revenues amounted to $486.31 million, down 7.2% year-over-year, and also fell short of the three-analyst average estimate of $502.98 million [4] Operating Income - Adjusted Operating Income for International and Other was $9.85 million, compared to the estimated $13.64 million by three analysts [4] - Adjusted Operating Income for Domestic Operations was reported at $123.92 million, slightly below the average estimate of $125.72 million from three analysts [4] Stock Performance - Over the past month, shares of AMC Networks have returned +5.8%, while the Zacks S&P 500 composite has seen a +13.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential underperformance relative to the broader market in the near term [3]
Compared to Estimates, Performance Food (PFGC) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-05-07 14:35
Core Insights - Performance Food Group (PFGC) reported revenue of $15.31 billion for the quarter ended March 2025, reflecting a year-over-year increase of 10.5% [1] - The earnings per share (EPS) for the same period was $0.79, slightly down from $0.80 a year ago [1] - The reported revenue was a surprise of -0.73% compared to the Zacks Consensus Estimate of $15.42 billion, while the EPS fell short by -8.14% against the consensus estimate of $0.86 [1] Revenue Breakdown - Revenue from Convenience was $5.74 billion, slightly above the estimated $5.73 billion [4] - Revenue from Intersegment Eliminations was reported at -$160.90 million, better than the average estimate of -$176.98 million [4] - Revenue from Corporate & All Other was $221.50 million, below the average estimate of $247.51 million [4] - Foodservice revenue was $8.37 billion, slightly below the average estimate of $8.40 billion [4] Stock Performance - Performance Food's shares have returned +12.9% over the past month, outperforming the Zacks S&P 500 composite's +10.6% 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]
Stanley Black & Decker (SWK) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-04-30 14:35
Core Insights - Stanley Black & Decker reported revenue of $3.74 billion for the quarter ended March 2025, a decrease of 3.2% year-over-year, but exceeded the Zacks Consensus Estimate by 0.37% [1] - The company's EPS was $0.75, up from $0.56 in the same quarter last year, representing a surprise of 10.29% over the consensus estimate of $0.68 [1] Financial Performance - Net Sales for Tools & Outdoor segment were $3.28 billion, slightly above the five-analyst average estimate of $3.26 billion, with a year-over-year change of -0.1% [4] - Normalized operating profit for Corporate overhead was reported at -$68.40 million, worse than the average estimate of -$60.80 million from four analysts [4] - Normalized operating profit for Tools & Outdoor was $314.20 million, exceeding the average estimate of $310.44 million from four analysts [4] Stock Performance - Shares of Stanley Black & Decker have declined by 19.5% over the past month, compared to a -0.2% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]