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Credit Rating For The Unrated REITs (Part 3): Modiv Industrial
Seeking Alpha· 2025-06-25 16:19
Group 1 - The article provides a detailed analysis of Modiv Industrial, Inc.'s financial position and evaluates the advantages and risks of its preferred stock [1] - Modiv Industrial, Inc. is traded on the NYSE under the symbol MDV, while its preferred stock is traded as MDV.PR.A [1]
FedEx shares fall as dismal forecast fans concerns over Trump tariffs
New York Post· 2025-06-25 16:18
Core Viewpoint - FedEx's shares dropped significantly due to a disappointing profit forecast, attributed to the impact of President Trump's tariffs on global transit [1][3]. Financial Performance - FedEx expects earnings per share of $3.40 to $4 for the current quarter, slightly below the forecasted $4.05 [1]. - The company reported adjusted earnings per share of $6.07 for the quarter ended May 31, exceeding expectations of $5.84 [12]. - Revenue for the same quarter was $22.22 billion, surpassing projections of $21.79 billion [13]. - US daily package volume increased by 6% year-over-year, with US ground home delivery volume rising by 10% [14]. Market Sentiment - The disappointing forecast led to a decline in investor confidence, as FedEx is viewed as a bellwether for various industries [1][15]. - The stock initially fell by about 6% on the day of the announcement [3]. Trade and Tariff Impact - FedEx executives indicated that tariff policies are expected to continue affecting US-China air trade, with the company being more exposed to China compared to UPS [4]. - The tariffs have been reduced from an initial 145% to 30%, but this remains significantly higher than previous rates [4]. - The end of the "de minimis" exemption, which allowed duty-free entry for shipments under $800, is also impacting FedEx's operations [5]. Cost Management - FedEx announced plans for $1 billion in cost-cutting measures for fiscal year 2026, although challenges are anticipated due to ongoing trade unpredictability [11].
AMN Healthcare Services (AMN) Earnings Call Presentation
2025-06-25 16:17
Investor Presentation December 2022 THE LEADER AND INNOVATOR IN TOTAL TALENT SOLUTIONS 2 1 Confidential. Property of AMN Healthcare. Non-GAAP Measures Forward-Looking Statements This investor presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Forward-looking statements include, among others, statements concerning the trajectory of the healthcar ...
维他奶国际发布业绩公告 内地销售额呈增长趋势
Zheng Quan Ri Bao· 2025-06-25 16:13
福建华策品牌定位咨询创始人詹军豪在接受《证券日报》记者采访时表示,从长期来看,维他奶不进一 步降价,有助于维护品牌的高品质形象,避免陷入低价竞争的恶性循环。 广东省食品安全保障促进会副会长朱丹蓬对《证券日报》记者表示,维他奶国际近两年整体业绩呈现平 稳态势,收入增速显著放缓,尚未出现颠覆性创新或市场爆发点,企业增长主要依赖成本控制与运营效 率优化维持利润水平。在饮品行业整体增速放缓背景下,维他奶国际若无法突破舒适区、激活空白市 场,仅依赖现有区域的自然增长与利润调节,恐难实现跨越式发展。 维他奶国际执行主席罗友礼在业绩发布会上表示:"在2024/2025财政年度,集团观察到大众的消费模式 改变。长远而言,集团坚信自身实力,致力于逐步提升收入及盈利能力。" 报告期内,维他奶国际在内地的销售额收入同比增长1%,内地业务经营利润同比增长41%,年内经营 利润率9%,维他奶及维他品牌旗下的核心产品销售额及销量均取得增长。集团在持续扩展核心业务的 同时,维他奶(草莓味和香蕉味豆奶)及维他茶(维他零糖柠檬茶)等创新产品也为现有产品组合带来 额外收入增长。 2024/2025财政年度,维他奶国际在中国香港业务经营溢利增长2 ...
Costco vs. BJ's Wholesale: Which Membership Retailer Looks Promising?
ZACKS· 2025-06-25 16:10
Key Takeaways Costco saw Q3 membership income rise 10.4% and paid memberships grow 6.8% year over year. COST's e-commerce sales rose 14.8% as logistics deliveries jumped 31% on strong big-ticket demand. BJ posted a 35% gain in digitally enabled sales and plans to add 25-30 new clubs over two years.Costco Wholesale Corporation (COST) and BJ's Wholesale Club Holdings, Inc. (BJ) are two prominent players in the membership-based retail warehouse sector. Costco, with a market capitalization of approximately $4 ...
Amarin Soars 27% on Vazkepa Licensing Deal With Recordati in the EU
ZACKS· 2025-06-25 16:10
Key Takeaways Amarin surged 27.3% after licensing Vazkepa to Recordati for commercialization across 59 EU countries. The deal includes $25M upfront, up to $150M in milestones, and supply-based royalty revenues. AMRN expects $70M in EU cost savings over 12 months as part of a broader strategy to fuel growth.Shares of Amarin (AMRN) jumped 27.3% on Tuesday after the company announced that it has signed an exclusive long-term license and supply agreement with Italy-based Recordati to commercialize its sole ma ...
JBHT Stock Down 15.9% YTD: Will the Plunge Continue Throughout 2025?
ZACKS· 2025-06-25 16:10
Key Takeaways JBHT's Q1 2025 revenues dipped 1% to $2.92B, with declines across key segments like Final Mile and Truckload. Final Mile stops fell 15%, truck count dropped 5%, and ICS loads declined 13% amid soft freight demand. The current ratio fell to 0.89 in Q1 2025, signaling tightening liquidity and short-term financial strain.J.B. Hunt Transport Services (JBHT) shares have had an unimpressive run in the year-to-date period. Shares of this Lowell, AR-based carrier have plunged 15.9% year to date, und ...
Adobe Deepens AI in Creative Workflows: Is ARR Growth Set to Scale?
ZACKS· 2025-06-25 16:10
Key Takeaways ADBE grew Digital Media revenues by 12% to $4.35B in Q2 on strong AI adoption across creative tools. Firefly and Express upgrades fuel growth, with Express usage in Acrobat jumping nearly 11x YoY. ADBE added 8K new Express for Enterprise clients, including MLB, Workday and ServiceNow.Adobe (ADBE) is expanding generative AI across its Digital Media offerings to improve productivity and support recurring revenue growth. Firefly, Acrobat AI Assistant and Express are being embedded into creative ...
Can SFIX's Personalization Drive Continued Average Order Value Growth?
ZACKS· 2025-06-25 16:06
Key Takeaways Stitch Fix achieved its seventh straight quarter of AOV growth, rising 10% y/y in 3Q25. Expanded Fix sizes, themed Fixes and Freestyle-driven personalization are fueling stronger demand. Athleisure sales jumped 30% and sneakers rose 35%, with growth in women's denim and men's fleece categories.Stitch Fix, Inc. (SFIX) has demonstrated sustained Average Order Value (AOV) growth, reflecting strong client engagement and the success of its strategic transformation. In the third quarter of fiscal ...
姚记科技: 向不特定对象发行可转换公司债券2025年跟踪评级报告
Zheng Quan Zhi Xing· 2025-06-25 16:04
上海姚记科技股份有限公司 www.lhratings.com 联合〔2025〕4257 号 联合资信评估股份有限公司通过对上海姚记科技股份有限公司 主体及其相关债券的信用状况进行跟踪分析和评估,确定维持上海 姚记科技股份有限公司主体长期信用等级为 A+,维持"姚记转债" 信用等级为 A+,评级展望为稳定。 特此公告 联合资信评估股份有限公司 评级总监: 二〇二五年六月二十四日 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日 的独立意见陈述,未受任何机构或个人影响。评级结论及相关分析为联合 资信基于相关信息和资料对评级对象所发表的前瞻性观点,而非对评级对 象的事实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵 循了真实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响, 本报告在资料信息获取、评级方法与模型、未来事项预测评估等方面存在 局限性。 二、本报告系联合资信接受上海姚记科技股份有限公司(以下简称 "该公司")委托所出具,除因本次评级事项联合资信与该公司构成评级 委托关系外,联合资信、评级人员与该公司不存在任何影响评级行为独立、 客观、公正的关联关系。 三、本报告引用 ...