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Bright Horizons Family Solutions (BFAM) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-07-24 15:07
Bright Horizons Family Solutions (BFAM) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 31, might help the stock move higher if these key numbers are be ...
Is Aramark (ARMK) Stock Outpacing Its Business Services Peers This Year?
ZACKS· 2025-07-24 14:41
For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Aramark (ARMK) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question.Aramark is one of 258 companies in the Business Services group. The Business Services group currently sits at #5 within the Zacks Sector Rank. The Zacks Sector Rank consider ...
HNI (HNI) Q2 Earnings and Revenues Top Estimates
ZACKS· 2025-07-24 14:05
HNI (HNI) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +29.07%. A quarter ago, it was expected that this maker of office furniture and fireplaces would post earnings of $0.35 per share when it actually produced earnings of $0.44, delivering a surprise of +25.71%.Over the last four ...
X @Bloomberg
Bloomberg· 2025-07-24 10:36
Torrent is in talks to buy the thermal business unit of L&T for about $1 billion, including debt https://t.co/hu62mkzUQ9 ...
Dassault Systèmes: Q2 well aligned with objectives; Reaffirming 2025 growth outlook Advancing AI for software-defined industries
GlobeNewswire News Room· 2025-07-24 05:00
Core Insights - Dassault Systèmes reported strong financial results for Q2 2025, with total revenue of €1.52 billion, reflecting a 6% increase in constant currencies, aligning with the company's growth objectives [10][11] - The company reaffirmed its full-year growth outlook for 2025, expecting total revenue growth between 6% to 8% and diluted EPS growth of 7% to 10% [11][18] Financial Performance - Total revenue for the first half of 2025 reached €3.09 billion, up 4% year-over-year in IFRS terms, while non-IFRS revenue increased by 5% [16][62] - Software revenue in Q2 2025 was €1.37 billion, a 6% increase, driven by a 10% rise in subscription revenue [10][14] - The operating margin for Q2 2025 was reported at 29.3%, slightly down from 29.9% in the same period last year [10][12] Sector Performance - The Manufacturing sector showed resilience, particularly in Transportation & Mobility and High-Tech, with Aerospace & Defense also performing well [5][8] - Life Sciences software revenue remained flat at €268 million, accounting for 20% of total software revenue, while Industrial Innovation software revenue rose by 9% to €745 million [14][16] Geographic Performance - Revenue from the Americas increased by 2%, while Europe saw a significant growth of 10%, driven by strong performance in France and Southern Europe [14][16] - Asia's revenue rose by 6%, with notable double-digit growth in China, representing 24% of software revenue [14][16] Strategic Initiatives - The introduction of 3D UNIV+RSES aims to enhance capabilities in regulatory and compliance management, with AI expected to play a crucial role [7][8] - The acquisition of Ascon is highlighted as a strategic move to accelerate the shift towards software-defined manufacturing [9][10]
Oaktree Specialty Lending: Concern About Further Cuts In Distributions
Seeking Alpha· 2025-07-24 00:05
I rate Oaktree Specialty Lending Corporation (NASDAQ: OCSL ) a Hold, for income focused investors interested in investing in business development companies (BDCs). The BDC stock price is down -19.92% over the past 12 months, creating a relatively high yield of 11.25% annually onDavid A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and a ...
2 BDCs With Forever Dividend Moats
Seeking Alpha· 2025-07-23 22:53
Group 1 - Business Development Companies (BDCs) are attractive to investors due to their potential for double-digit dividend yields alongside value stability or gradual growth [1] - Theoretically, if BDCs can maintain approximately 10% distributions without structural price or Net Asset Value (NAV) decay, they present a compelling investment opportunity [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, aiding top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Berzins has contributed to institutionalizing the Real Estate Investment Trust (REIT) framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His policy-level work includes developing national State-Owned Enterprise (SOE) financing guidelines and frameworks to channel private capital into affordable housing [1]
MOO: A Fertile Investment
Seeking Alpha· 2025-07-23 19:53
The world population is growing, and will reach 10 billion by 2050 . This means feeding everyone is a challenge, and that the agribusiness role in the world will turn out to be more important than ever before.I am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuat ...
PFO: Attractively Priced To Benefit From Interest Rate Cuts
Seeking Alpha· 2025-07-23 17:30
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...