专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 分行业来看，电子化学品行业共有37家上市公司，2024年董秘平均薪酬为69.86万元，在125个申万二级 行业中排名第69位，董秘薪资水平处于行业中游。此外， 2024年电子化学品行业董秘平均薪资水平相 较上年上升7.08万元，薪酬增幅在125个申万一级行业中排名第25位，处于行业前列。 从电子化学品行业的薪酬分布角度来看，37位董秘中有23位的薪酬水平位于50-100万元区间，占比超六 成，而薪酬超过100万元的董秘仅有4位，占比仅有一成。电子化学品行业中，薪酬最高的董秘为安集科 技杨逊，薪酬达到223.04万元，远超其他董秘。尾随其后的是菲沃泰孙西林，其薪资为120.00万元。 从年龄角度来看，37位董秘的年龄分布在27到58岁之间，其年龄分布中枢在40-44岁之间，位于该年龄 段人数高达15人，占比超四 ...

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 数据显示，截止7月29日，A股市场共有5817家上市公司。董秘作为连接投资者与上市公司的"桥梁"， 在上市公司资本运作中发挥着关键作用。据2024年年报显示，去年A股董秘薪酬合计达40.86亿元，平均 薪酬75.43万元。 分行业来看，电子化学品行业共有37家上市公司，2024年董秘平均薪酬为69.86万元，在125个申万二级 行业中排名第69位，董秘薪资水平处于行业中游。此外， 2024年电子化学品行业董秘平均薪资水平相 较上年上升7.08万元，薪酬增幅在125个申万一级行业中排名第25位，处于行业前列。 从电子化学品行业的薪酬分布角度来看，37位董秘中有23位的薪酬水平位于50-100万元区间，占比超六 成，而薪酬超过100万元的董秘仅有4位，占比仅有一成。电子化学品行业中，薪酬最高的董秘为安集科 技杨逊，薪酬达到223.04万元，远超其他董秘。尾随其后的是菲沃泰孙西林，其薪资为120.00万元。 从年龄角度来看，37位董秘的年龄分布在27到58岁之间，其年龄分布中枢在40-44岁之间，位于该年龄 段人数高达15人，占比超四 ...

Company Performance - Bandwidth (BAND) reported quarterly earnings of $0.38 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, and up from $0.29 per share a year ago, representing an earnings surprise of +18.75% [1] - The company posted revenues of $180.01 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.75% and increasing from $173.6 million year-over-year [2] - Over the last four quarters, Bandwidth has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.38 on revenues of $190.5 million, and for the current fiscal year, it is $1.53 on revenues of $750.4 million [7] - The company's earnings outlook and management's commentary on the earnings call will be crucial for assessing the sustainability of the stock's price movement [3][4] Industry Context - Bandwidth operates within the Zacks Communication - Infrastructure industry, which is currently ranked in the top 21% of over 250 Zacks industries, indicating a favorable industry outlook [8] - The performance of Bandwidth's stock may be influenced by the overall industry trends, as research shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1 [8]

Core Viewpoint - TotalEnergies SE is expected to report a decline in quarterly earnings and revenues, with earnings per share projected at $1.63, down 17.7% year-over-year, and revenues forecasted at $36.17 billion, reflecting a 26.4% decrease compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been revised upward by 4.9%, indicating a reassessment by analysts of their initial projections [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Key Metrics Projections - Analysts project 'Combined Liquids and Gas Production per day - Total' to reach 2,501 thousand barrels of oil equivalent per day, an increase from 2,441 thousand barrels in the same quarter last year [5]. - 'Gas Production per day - Total' is estimated at 5,388 thousand cubic feet per day, up from 5,180 thousand cubic feet per day year-over-year [5]. - 'Liquids Production per day - Total' is expected to be 1,508.28 thousand barrels, compared to 1,477.00 thousand barrels in the previous year [6]. - 'Total Refinery Throughput per day' is projected at 1,509.33 thousand barrels, slightly down from 1,511.00 thousand barrels year-over-year [6]. Price and Income Projections - The average price of gas is expected to reach $5.63, up from $5.05 year-over-year [7]. - The average price of liquids is projected at $65.60, down from $81.00 in the previous year [7]. - 'Adjusted net operating income - Exploration & Production' is forecasted to be $1.88 billion, compared to $2.67 billion last year [7]. - 'Adjusted net operating income - Marketing & Services' is expected to be $354.95 million, down from $379.00 million year-over-year [8]. - 'Adjusted net operating income - Refining & Chemicals' is projected at $484.47 million, compared to $639.00 million last year [8]. Stock Performance - TotalEnergies shares have changed by +0.4% in the past month, while the Zacks S&P 500 composite has increased by +5.9% [8].

Core Viewpoint - Paccar (PCAR) is expected to report a significant decline in quarterly earnings and revenues, with earnings per share projected at $1.28, down 39.9% year over year, and revenues forecasted at $6.82 billion, a decrease of 17.5% compared to the previous year [1]. Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has been revised 0.2% higher over the last 30 days, indicating a slight positive adjustment by analysts [1]. - Analysts predict 'Sales and Revenues- Parts' will reach $1.69 billion, reflecting a year-over-year increase of 1.5% [4]. - The combined estimate for 'Sales and Revenues- Truck' is $5.00 billion, indicating a significant decline of 23.9% year over year [4]. Group 2: Truck Deliveries - Total truck deliveries are expected to be 38,175, down from 48,400 in the same quarter last year [5]. - 'Truck deliveries - Other' are projected at 6,754, compared to 8,200 in the previous year [6]. - 'Truck deliveries - Europe' are estimated at 10,119, down from 11,500 year over year [6]. - 'Truck deliveries - U.S and Canada' are forecasted at 21,302, a decrease from 28,700 in the same quarter last year [7]. Group 3: Profit Estimates - 'Pretax Profit- Financial Services' is expected to reach $107.09 million, slightly down from $111.20 million year over year [7]. - 'Pretax Profit- Parts' is projected at $407.62 million, compared to $413.80 million in the same quarter last year [7]. - 'Pretax Profit- Truck' is estimated at $339.90 million, a significant drop from $837.30 million year over year [8]. Group 4: Market Performance - Over the past month, Paccar shares have returned +5.2%, outperforming the Zacks S&P 500 composite's +4.2% change [8]. - Paccar currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [8].

Core Insights - The upcoming earnings report for 3M (MMM) is projected to show quarterly earnings of $2.01 per share, reflecting a 4.2% increase year-over-year, while revenues are expected to decline by 2.4% to $6.11 billion [1] - Analysts have revised their consensus EPS estimate upward by 1.4% over the past 30 days, indicating a collective reassessment of projections [1][2] Financial Metrics - Analysts estimate 'Net Sales- Safety and Industrial' to be $2.78 billion, representing a 0.9% increase from the previous year [3] - The forecast for 'Net Sales- Corporate and Unallocated' is $85.00 million, indicating a year-over-year decline of 1.2% [4] - 'Net Sales- Consumer' is expected to reach $1.27 billion, showing a 0.8% increase compared to the same quarter last year [4] Operating Income Estimates - The 'Operating Income (non-GAAP measures)- Consumer' is projected at $264.25 million, up from $219.00 million reported in the same quarter last year [5] - 'Operating Income (non-GAAP measures)- Transportation and Electronics' is expected to be $465.99 million, compared to $426.00 million in the same quarter last year [5] - The consensus for 'Operating Income (non-GAAP measures)- Safety and Industrial' stands at $730.60 million, up from $623.00 million reported in the same quarter of the previous year [6] Stock Performance - Over the past month, 3M shares have returned +8.9%, outperforming the Zacks S&P 500 composite's +5% change [6] - Currently, 3M holds a Zacks Rank 2 (Buy), suggesting potential outperformance in the near future [6]

Group 1 - Wall Street analysts expect Levi Strauss (LEVI) to report quarterly earnings of $0.14 per share, reflecting a year-over-year decline of 12.5% [1] - Revenues are anticipated to be $1.37 billion, down 5.2% from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating analysts' reassessment of their initial estimates [1][2] Group 2 - Analysts estimate 'Geographic Revenues- Americas' will reach $712.89 million, showing a year-over-year change of +0.1% [4] - 'Geographic Revenues- Europe' is projected to be $356.88 million, indicating a change of +0.8% from the prior-year quarter [4] - 'Geographic Revenues- Other Brands' is expected to be $34.25 million, suggesting a significant decline of -70.2% year over year [4] Group 3 - 'Geographic Revenues- Asia' is estimated at $261.86 million, reflecting a year-over-year change of +0.7% [5] - Over the past month, shares of Levi Strauss have returned +10.6%, outperforming the Zacks S&P 500 composite's +5.2% change [5] - Currently, LEVI holds a Zacks Rank 3 (Hold), indicating its performance may align with the overall market in the near future [5]

Core Viewpoint - Analysts project that Signet (SIG) will report quarterly earnings of $1.02 per share, reflecting an 8.1% decline year over year, with revenues expected to reach $1.52 billion, a 0.4% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 4% over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Key Metrics Projections - Analysts estimate 'Sales - North America segment' will reach $1.43 billion, a 0.5% increase from the prior-year quarter [5] - 'Sales - International segment' is projected at $75.90 million, indicating a year-over-year decline of 1.7% [5] - 'Sales - Other segment' is expected to be $13.65 million, reflecting a 0.4% increase from the prior-year quarter [5] Store Count Estimates - The estimated 'Total Number of Stores' is 2,635, down from 2,676 in the same quarter last year [6] - 'Number of stores - International segment' is projected to be 262, compared to 271 a year ago [6] - 'Number of stores - North America segment' is expected to be 2,374, down from 2,405 in the previous year [6] Stock Performance - Shares of Signet have increased by 12.6% in the past month, outperforming the Zacks S&P 500 composite, which rose by 6.7% [7] - With a Zacks Rank 3 (Hold), SIG is anticipated to reflect overall market performance in the near future [7]

Group 1 - Cava Group (CAVA) is expected to report quarterly earnings of $0.14 per share, a 16.7% increase year-over-year, with revenues forecasted at $330.46 million, reflecting a 27.6% year-over-year growth [1] - There has been a downward revision of 0.8% in the consensus EPS estimate for the quarter over the past 30 days, indicating a collective reassessment by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [3] Group 2 - Analysts estimate 'Revenue- CAVA Restaurant' to be $326.88 million, indicating a 27.5% year-over-year increase, with 'End of period CAVA Restaurants' projected at 382, up from 323 a year ago [5] - The average prediction for 'Occupancy as a percentage of CAVA Revenue' is 7.6%, down from 8% in the previous year [5] - 'Restaurant-Level profit- CAVA' is forecasted to reach $83.01 million, compared to $64.62 million in the same quarter last year [6]

Core Insights - Allbirds, Inc. reported revenue of $32.11 million for the quarter ended March 2025, reflecting an 18.4% decrease year-over-year, but exceeding the Zacks Consensus Estimate of $30.87 million by 4.03% [1] - The company's EPS was -$2.73, an improvement from -$3.60 in the same quarter last year, and surpassed the consensus EPS estimate of -$3.85 by 29.09% [1] Financial Performance - The net revenue from the United States was $25.63 million, which is a 12.3% decline year-over-year, and it exceeded the average estimate of $23.92 million [4] - International net revenue was reported at $6.49 million, down 35.7% year-over-year, compared to the average estimate of $6.68 million [4] Market Performance - Over the past month, Allbirds, Inc. shares have returned +8.8%, while the Zacks S&P 500 composite increased by +11.3% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]