家用电器/小家电 新宝股份（002705.SZ） 2025Q2 收入受关税影响阶段承压，利润率维持稳定 2025 年 08 月 29 日 投资评级：买入（维持） | 日期 | 2025/8/28 | | --- | --- | | 当前股价(元) | 16.80 | | 一年最高最低(元) | 17.45/12.05 | | 总市值(亿元) | 136.40 | | 流通市值(亿元) | 135.76 | | 总股本(亿股) | 8.12 | | 流通股本(亿股) | 8.08 | | 近 3 个月换手率(%) | 79.19 | 股价走势图 -10% 0% 10% 20% 30% 40% 50% 2024-08 2024-12 2025-04 新宝股份 沪深300 数据来源：聚源 相关研究报告 《2025Q1 外销延续较好景气，内销降 幅收窄 — 公 司 信 息 更 新 报 告 》 -2025.4.29 《2024Q3 外销延续较高景气，内销仍 有 所 承 压 — 公 司 信 息 更 新 报 告 》 -2024.10.31 吕明（分析师） 林文隆（分析师） lvming@kysec.cn linwenlon ...

Core Viewpoint - Central Garden (CENT) reported quarterly earnings of $1.04 per share, exceeding the Zacks Consensus Estimate of $0.94 per share, and showing an increase from $0.99 per share a year ago [1][2] Financial Performance - The earnings surprise for the quarter was 10.64%, with a significant prior quarter surprise of 800% when the company reported earnings of $0.21 per share against an expected loss of $0.03 [2] - Revenue for the quarter was $833.54 million, which fell short of the Zacks Consensus Estimate by 4.76% and decreased from $900.09 million year-over-year [3] - Over the last four quarters, the company has surpassed consensus EPS estimates four times but has only topped revenue estimates once [3] Stock Performance and Outlook - Central Garden shares have declined approximately 11% since the beginning of the year, compared to a 4.7% decline in the S&P 500 [4] - The company's earnings outlook is mixed, with current consensus EPS estimates of $1.32 for the upcoming quarter and $2.37 for the current fiscal year, alongside expected revenues of $1.01 billion and $3.23 billion respectively [8] Industry Context - The Consumer Products - Discretionary industry, to which Central Garden belongs, is currently ranked in the bottom 32% of over 250 Zacks industries, indicating potential challenges ahead [9] - The performance of Central Garden's stock may be influenced by the overall industry outlook, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [9]