联邦快递虽然Q4业绩超出华尔街预期，但管理层对未来的谨慎态度让投资者颇为不安，股价在盘后交易中下跌近5%。 周二美股盘后，联邦快递（FedEx）交出了一份表面上看起来相当不错的2025财年第四季度成绩单，营收和利润双双超出了 华尔街的预期。然而，疲软的短期指引和对未来全年盈利预测的刻意回避，让市场颇为担忧： 值得注意的是，联邦快递创始人弗雷德·史密斯于6月21日去世。媒体指出，这位80岁的创始人曾在耶鲁大学写下隔夜配送的 商业计划，被教授评为不可行而得了C，但他最终用联邦快递改变了全球物流业，史密斯的离世恰逢公司面临转型挑战的关 键时刻。财报公布后，联邦快递美股盘后一度跌近5%。 "漂亮"的业绩数字与背后的隐忧 根据财报，联邦快递第四季度实现了222亿美元的营收和6.07美元的调整后每股收益，分别高于分析师预期的218亿美元和 5.87美元。 这主要归功于公司大刀阔斧的成本削减计划——DRIVE计划。公司宣布已成功完成其在2025财年削减22亿美元结构性成本的 目标，这无疑是管理层执行力的有力证明。 然而，市场的目光显然没有停留在过去的功劳簿上。真正的"预期差"来自于公司的前瞻指引。 财务表现： 2025财年 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 意法半导体首席执行官周三表示，预计未来三年将有 5,000 名员工离职，其中包括今年早些时候 宣布的 2,800 个裁员计划。 让-马克·切里 (Jean-Marc Chery) 在法国巴黎银行于巴黎主办的一场活动上表示，约有 2,000 名员 工将因自然减员离开这家法意芯片制造商，使自愿离职的员工总数达到 5,000 人。 首席执行官补充说，与利益相关者和当局就实施削减成本计划的讨论正在顺利进行。 他显然指的是意大利，他说道："我确实认为，某个国家的情况更糟。而且很有可能，好吧，会稍 微延缓我们的实施速度。"切瑞说道。 过去几个月，由于意法半导体在其主要市场面临持续低迷，意大利政府对该公司首席执行官表示不 满，并指控其进行内幕交易。意法半导体否认了这些指控。 意大利和法国政府通过一家控股公司持有意法半导体 27.5% 的股份，该公司在全球拥有 50,000 名员工。 去年 11 月，意法半导体详细制定了其成本削减计划，预计到 2027 年将节省数亿美元，其中包括 裁员和提前退休。 来源：内容综合自路透社等 。 今年 4 月，意法半导体表示，由于自愿离职，该公司将在法 ...

Dana (DAN) Q1 2025 Earnings Call April 30, 2025 09:00 AM ET Speaker0 Good morning and welcome to Dana Incorporated First Quarter twenty twenty five Financial Webcast and Conference Call. My name is Regina and I will be your conference facilitator. Please be advised that our meeting today both the speakers' remarks and Q and A session will be recorded for replay purposes. For those participants who would like to access the call from the webcast please reference the URL on our website and sign in as a guest. ...

智通财经APP获悉，周二，辉瑞公司(PFE.US)于周二盘前发布第一季度业绩，本季度加大了成本削减力 度，利润超出市场预期。尽管如此，在减肥药愿景破碎及新冠相关产品收入下降的影响下，公司整体营 收仍有所下滑。 这家总部位于纽约的制药巨头在财报中表示，其第一季度营收同比下降8%至137.2亿美元，低于LSEG 调查分析师平均预期的139.1亿美元。辉瑞Q1净利润为29.7亿美元，合每股52美分，而去年同期净利润 为31.2亿美元，合每股55美分;调整后每股收益92美分，超出分析师平均预期的66美分。 值得一提的是，此前辉瑞曾大力开发口服减肥候选药物达格利隆(Danuglipron)，将其视为挑战减肥药市 场巨头诺和诺德(NVO.US)和礼来(LLY.US)的有力武器，但开发过程问题不断，"减肥药雄心"破碎。 辉瑞于4月14日宣布，由于担心其存在肝损伤风险，将放弃其陷入困境的口服减肥候选药物达格利隆。 高盛等机构也因辉瑞放弃达格利隆，调整了对减肥药市场的预测，将辉瑞的达格利隆从减肥药市场模型 中完全清零，此前预测2030/2035年销售额为12亿/19亿美元。 成本削减计划扩大 在减肥药物研发失败后，辉瑞公司一边 ...

IRIDEX Corporation (NASDAQ:IRIX) Q4 2024 Earnings Conference Call March 27, 2025 5:00 PM ET Company Participants Trip Taylor - Investor Relations Department Patrick Mercer - Chief Executive Officer Romeo Dizon - Chief Financial Officer Conference Call Participants Operator Hello. And welcome to the Fourth Quarter 2024 IRIDEX Earnings Conference Call. At this time, all lines have been placed on mute to prevent any background noise. I would now like to turn the call to Trip Taylor of the Investor Relations De ...

Financial Data and Key Metrics Changes - Fourth quarter revenue was $385.3 million, reflecting a 7.7% decline compared to the same period last year [13] - Gross profit for the quarter was $91.8 million with a margin of 23.8%, a decline of 230 basis points year-over-year [13] - Operating income in the fourth quarter was $34.4 million with an operating margin of 8.9%, a decline of 180 basis points compared to the same period in 2023 [14] - Net income for the fourth quarter was $28.1 million or $2.33 per diluted share, down from $31.5 million or $2.63 per diluted share in the same period last year [15] - Full year net sales were $1.6 billion, reflecting a 3.6% decrease compared to 2023 [19] - Net income for the year was $115.9 million compared to $136.2 million in 2023 [21] Business Line Data and Key Metrics Changes - The vegetation management division reported net sales of $159.8 million, a 25.5% reduction compared to the fourth quarter of 2023 [16] - Operating income for the vegetation management division was $6.5 million, representing 4% of net sales [17] - The industrial equipment division net sales were $225.5 million, representing 11% growth compared to the fourth quarter of 2023 [18] - Operating income for the industrial equipment division was $28 million or 12.4% of net sales, a slight improvement compared to the same period last year [18] Market Data and Key Metrics Changes - Governmental and industrial contractor customers continued to invest in fleet modernization, with fourth quarter sales of $226 million up 11% [32] - The vegetation management division faced headwinds due to elevated interest rates and excess channel inventory, leading to a 25% decline in fourth quarter sales [35] - Order bookings in the vegetation management division improved sequentially, indicating a potential recovery [38] Company Strategy and Development Direction - The company executed cost reduction initiatives aimed at improving efficiencies in the vegetation management division, including plant consolidations and workforce reductions [22] - The company is focused on driving growth and optimization of operations while maintaining a strong balance sheet for potential acquisitions in 2025 [51] - The company expects to achieve annualized savings of $25 million to $30 million from cost reduction initiatives [23] Management Comments on Operating Environment and Future Outlook - Management noted that the industrial equipment division is expected to continue producing strong results with mid-single-digit organic sales growth [49] - The vegetation management division is anticipated to show modest but steady recovery in order flow and operating margin [49] - Management expressed optimism about the potential for meaningful acquisitions in 2025, with an active acquisition target pipeline [51] Other Important Information - The company reduced its accounts receivable by $56.4 million to $305.6 million, representing a reduction in days sales outstanding by about ten days [27] - Operating cash flow in 2024 was $209.8 million, increasing by $78.6 million or 60% year-over-year [28] - The company approved a quarterly dividend of $0.30 per share, representing a 15% increase versus 2024 [30] Q&A Session Summary Question: Will the company start seeing benefits from margin improvements in 2025? - Management indicated that the full effects of cost reduction initiatives have not yet flowed through, but they expect to see improvements in margins as the year progresses [55][70] Question: What are the plans for free cash flow utilization? - Management stated that the primary purpose of accumulated cash is for potential M&A opportunities, rather than further debt reduction [61] Question: What is the outlook for vegetation management revenue in 2025? - Management expressed optimism about achieving growth in the vegetation management division, with expectations for improved order flow and margins [82] Question: What are the expectations for operating margins in the industrial segment? - Management believes that a 15% operating margin in the industrial segment is achievable by the end of 2025 [110] Question: What types of acquisitions is the company considering? - Management is looking at opportunities closely aligned with their current operations, particularly in governmental work and potential expansion into European markets [114]