Workflow
咨询
icon
Search documents
小镇女孩的上岸执念,和她原地踏步的六年人生
Hu Xiu· 2025-05-02 06:15
凯珊是我过去十年里最重要的朋友之一,我们是大学同学,对铺舍友,拥有非常多共同回忆。不过在毕 业后的六年里,我们却没有见过一次面——事实上,她和谁也没有多聚过,这些年,她停在原地学习只 为一件事:上岸。一开始,是为了考研苦学两年,后来又辗转考公。现实残酷,折腾许久后,她勉强在 激烈的竞技场找到了临时雇员的位置,而后,一边工作,一边继续追求上岸,生动诠释了"学海无涯"的 现实分量。 说起来,她也曾短暂地上岸过,还不止一次,却又因为各种各样的原因自我说服放弃了。作为她为数不 多的朋友,我切身观察到了她来自原生家庭、亲密关系以及个人性格里的困境,却屡次难以理解她的选 择。 毕业之后,我们命运的分野、价值观的悬殊,最终让这段友谊渐行渐远。难过的同时,我很想抱抱老 友,轻轻抚慰她:亲爱的,人生无"岸",你追求的东西都是本来就有的啊。 1 再次见到凯珊是我们宿舍十周年的聚会上。我飞机晚点,最后一个到,她们点了一大堆吃喝在学校第二 食堂三楼包间等我。毕业六年,这是我们人最齐的一次聚会,为此,舍长提前三个月做规划,又是协调 八个人的假期,又是安排重聚日程,腾挪了几次,才最终敲定在2024年九月下旬相聚——正好又是当年 我们认识 ...
Exponent (EXPO) Q1 Earnings and Revenues Beat Estimates
ZACKS· 2025-05-01 22:40
Exponent (EXPO) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.33%. A quarter ago, it was expected that this engineering and scientific consulting company would post earnings of $0.40 per share when it actually produced earnings of $0.46, delivering a surprise of 15%.Over the last ...
Exponent(EXPO) - 2025 Q1 - Earnings Call Transcript
2025-05-01 20:30
Exponent (EXPO) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Joni Konstantelos - Investor RelationsCatherine Corrigan - President and Chief Executive OfficerRich Schlenker - Executive Vice President and Chief Financial Officer.Jasper Bibb - Vice President Equity Research Conference Call Participants Andrew Nicholas - Equity Research AnalystJosh Chan - Executive Director - Equity Research Analyst Operator Good day, and welcome to the Exponent, Inc. First Quarter twenty twenty five Earn ...
CRA(CRAI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 15:02
Financial Data and Key Metrics Changes - Revenue increased by 5.9% year over year to $181.9 million, marking the highest quarterly revenue in the company's history [5] - Non-GAAP net income, earnings per diluted share, and EBITDA increased year over year by 11%, 13%, and 11% respectively, each setting a new quarterly record [6] - Consultant headcount decreased by 5% compared to the first quarter of fiscal 2024, remaining flat sequentially [7][18] - Consulting utilization improved year over year to 76% [7] Business Line Data and Key Metrics Changes - Four practices (energy, finance, intellectual property, and life sciences) posted double-digit revenue growth, while the antitrust and competition economics practice achieved a new high for quarterly revenue [6] - Revenue from legal and regulatory services increased by roughly 5%, aligning with broader legal market trends [9] - Management consulting services revenue increased by 10% year over year, driven by strong performance in energy and life sciences practices [13] Market Data and Key Metrics Changes - Worldwide M&A activity reached $885 billion during the first quarter of fiscal 2025, representing a 15% increase compared to the previous year [9] - Total case filings and court judgments increased by 132% compared to the first quarter of fiscal 2024 [9] Company Strategy and Development Direction - The company aims to optimize its service portfolio by reconfiguring teams in targeted areas, affecting approximately 15 individuals [16] - The company is focused on maintaining a strong pipeline of projects and is optimistic about the life sciences practice's growth potential [25][26] Management's Comments on Operating Environment and Future Outlook - Management noted that the journey to a record-setting Q1 was not linear, with a slow start in January followed by increased activity in February and March [23] - The company reaffirmed its full-year financial guidance for fiscal 2025, expecting revenue in the range of $715 million to $725 million and a non-GAAP EBITDA margin of 12% to 13% [17] Other Important Information - The company concluded the quarter with $25.6 million in cash and $85 million in borrowings under its revolving credit facility, resulting in net debt of $59.4 million [20] - The company will celebrate its sixtieth anniversary by ringing the opening bell for NASDAQ on June 2 [67] Q&A Session Summary Question: April activity and guidance confidence - Management observed that trends from March have continued into April, but it is too early to declare sustained success [24] Question: Life sciences pipeline opportunities - The life sciences practice is experiencing success geographically and across business concentration areas, with hopes for continued momentum [26] Question: Headcount growth and retention - The company is focused on optimizing investments and expects headcount growth to align with revenue growth in the medium to long term [30][32] Question: External factors affecting business activity - Management noted that various macro and geopolitical factors create uncertainty, impacting client decisions [41] Question: Industry verticals showing activity - All parts of the portfolio are growing, contributing to strong financial results [44] Question: Return to office trends - There has been no significant shift in office participation, with colleagues averaging just over three days a week in the office [47] Question: Restructuring details - The restructuring affected 15 individuals, aimed at optimizing the portfolio without indicating general health issues in the practices [56] Question: Antitrust demand trends - The antitrust and competition economics practice continues to see strong demand, driven by both merger-related activity and investigations [59] Question: Collaboration across practices - Collaboration across practices and geographies is common and is expected to grow as client needs become more complex [62]
智驭云链 | 销售预测推动供应链提质增效新实践——供应链转型升级促进降本增效系列销售预测篇
Sou Hu Cai Jing· 2025-04-30 12:48
Core Insights - The article emphasizes the necessity for companies to adopt reliable and forward-looking sales forecasting methods to enhance operational efficiency and sales performance in a rapidly changing market environment [2][3]. Group 1: Sales Forecasting Methods - Sales forecasting is based on historical sales data, market trends, industry dynamics, and various internal and external factors, utilizing scientific methods and models to predict future sales [2][3]. - The sales forecasting process faces challenges such as data quality issues, changes in macroeconomic conditions, and the inadequacy of existing models to adapt to specific industry characteristics [4]. Group 2: Key Steps in Sales Forecasting - Data preparation and cleaning are foundational steps in the forecasting process, involving the correction or exclusion of anomalies and aligning data according to business logic [7]. - Statistical forecasting generation involves testing and adapting statistical models using cleaned data, optimizing parameters through machine learning algorithms, and continuously iterating to improve accuracy [8]. - Hypothesis testing is crucial, requiring alignment of initial assumptions with actual business dynamics and forming a closed loop of "forecast-validate-iterate" [9]. Group 3: Applications of Sales Forecasting - Demand forecasting for regular products utilizes various factors such as historical sales data and consumer behavior to predict future demand, helping companies optimize inventory and improve customer satisfaction [10]. - New product forecasting focuses on predicting sales for products that have not yet been launched, using market research and data analysis to identify potential demand and inform supply chain decisions [11]. - Promotion forecasting assesses the impact of promotional activities on sales, enabling companies to optimize promotional resources and enhance market competitiveness [12]. Group 4: Case Studies and Practical Applications - A case study of an energy company illustrates the effectiveness of a multi-faceted forecasting model that integrates over 100 indicators, achieving a monthly profit deviation rate within 5% and a 20% year-on-year increase in gross profit for a specific product [10]. - Another example highlights how a consulting team utilized over 20 influencing factors to build a predictive model, ultimately providing robust guidance for sales planning over the next 12 months [14]. Group 5: Conclusion - Effective sales forecasting is essential for companies to build agile supply chains, reduce costs, and respond to environmental changes, necessitating standardized management processes and adaptable forecasting models [14].
Huron Consulting (HURN) Q1 Earnings and Revenues Top Estimates
ZACKS· 2025-04-29 22:35
Core Insights - Huron Consulting (HURN) reported quarterly earnings of $1.68 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and up from $1.23 per share a year ago, representing an earnings surprise of 44.83% [1] - The company achieved revenues of $395.69 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.79% and increasing from $355.96 million year-over-year [2] - Huron Consulting has consistently outperformed consensus EPS estimates over the last four quarters [2] Earnings Performance - The earnings surprise for the previous quarter was 25%, with actual earnings of $1.90 per share compared to an expected $1.52 per share [1] - The current consensus EPS estimate for the upcoming quarter is $1.84, with projected revenues of $402.37 million, and for the current fiscal year, the estimate is $7.15 on $1.62 billion in revenues [7] Stock Performance - Huron Consulting shares have increased by approximately 8.9% since the beginning of the year, contrasting with a -6% decline in the S&P 500 [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Industry Outlook - The Consulting Services industry is ranked in the top 10% of over 250 Zacks industries, suggesting a favorable outlook for stocks within this sector [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
FTI Consulting Stock Rallies 4.5% Following Q1 Earnings Beat
ZACKS· 2025-04-29 15:40
FTI Consulting, Inc. (FCN) reported mixed first-quarter 2025 results. Earnings beat the Zacks Consensus Estimate, while revenues lagged the same.Quarterly adjusted earnings per share of $2.29 beat the Zacks Consensus Estimate by 27.9% and increased 2.7% from the year-ago quarter’s actual. The company reported revenues of $898.3 billion, which lagged the consensus estimate by 0.3% and decreased 3.3% on a year-over-year basis.FTI Consulting shares have risen 4.5% in response to its earnings beat, outperformin ...
“出海中东欧”投资对话论坛在布达佩斯举办
Yang Zi Wan Bao Wang· 2025-04-29 12:15
日前,由西交利物浦大学与北京大学城市软实力研究院联合主办的"中资企业出海中东欧产学研融投资对话论坛"在匈牙利布达佩斯举办,论坛上发布了 《中东欧国家投资机遇与策略蓝皮书》。 《中东欧国家投资机遇与策略蓝皮书》由西交利物浦大学产业家学院、北京大学城市软实力研究院和丰佳国际联合研编,蓝皮书系统分析了中东欧国家的 投资环境、政策趋势与风险挑战,旨在提供与中资企业投资中东欧市场分享投资机遇与投资策略的研究成果。 120多位来自中国西交利物浦大学、北京大学、浙江大学、西安交通大学、匈牙利MCC、罗兰大学、考文纽斯大学、经济与技术等大学的专家学者嘉宾, 中国和匈牙利校友企业家、匈牙利中资银行和中资企业嘉宾,匈牙利、罗马尼亚、波兰、塞尔维亚、克罗地亚、德国、意大利、西班牙、葡萄牙、乌克兰 等国家的商业和留学精英参加了本次论坛。 论坛期间举行了"丝路大学校友企业家联盟"的揭牌仪式,启动了包括"丝路硅谷国际创新教育中心"、"西交利物浦大学-西安交大电子与信息学部博士后海 外创新中心"、"北京大学'城市软实力研究院一带一路'DBA教育基地"、"MEGA数字影视与创意产业创新基地"以及"银龄成长欧洲健康中心"的多个重点项 目的揭牌 ...
承诺五千万实赚八百万!东高科技违规、欠薪、遭大股东减持
Nan Fang Du Shi Bao· 2025-04-29 07:24
根据古鳌科技披露的信息,去年,东高科技营收为14293.98万元,同比下降66.13%;营业利润为995.22 万元,净利润为423.40万元,扣非净利润仅有877.25万元,但较2023年增长了34.94%。 虽然扣非净利润实现了增长,但是东高科技仍未完成当初被古鳌科技收购时的业绩承诺,而且是连续三 年均未完成。 4月28日,古鳌科技(300551)披露了原控股子公司东高(广东)科技发展有限公司(下称"东高科技") 财务报表及审计报告。去年,东高科技扣除非经常性损益后的归母净利润为877.25万元,距离当初被收 购时的业绩承诺——扣非净利润不低于5000万元——有较大差距,且已经连续三年未完成业绩承诺。 业绩承压背后,是其合规问题接连暴露。2023年11月份以来,这家第三方投顾机构因为违规,两次被监 管部门责令暂停新增客户半年,直接导致其收入萎缩。经营受困之下,东高科技去年9月还因为拖欠员 工工资被广州番禺区人社局开罚单。此外,去年12月,古鳌科技作价500万元售出东高科技2%股权,退 出控股地位。 连续三年未完成业绩对赌 东高科技是一家老牌投顾机构,是首批获得中国证监会证券投资咨询资格的证券信息综合服务商 ...