一边是爆满的会场，一边是大面积的业绩亏损，冰与火交融，正是光伏行业目前的写照。7月24日， 2025光伏行业供应链发展（大同）研讨会召开，虽然行业目前处于深度调整期，企业亏损严重，但光伏 人仍在困局中积极"求生"。 "反内卷"，这是会上提到的热频词。今年上半年，隆基减亏、爱旭二季度率先扭亏都给行业打上了一 针"强心剂"，"反内卷"初有成效。但多家光伏主产业链企业仍对北京商报记者直言"压力很大"。在光伏 企业高管看来，仅靠市场、企业自身调节已难以改变当前格局，大家都在等政策。不过，对于光伏行业 的长期发展，多位接受采访的光伏人还是一致看好。 "焦虑"的光伏人 相比去年底的2024光伏行业大会，今年的光伏行业年中大会热度依旧，大会现场座无虚席。在与多位光 伏行业人士交流中，提及目前光伏行业环境，大家均表示与去年相比没有太大改善。 在今年7月中旬的半年报业绩预告中，隆基绿能上半年大幅减亏，爱旭股份二季度率先扭亏为盈，从数 据上看，似乎也让市场嗅到了光伏周期要变的信号。但实际上，身处行业之中的光伏主产业链企业对此 感受并不深。隆基绿能、爱旭股份更像是技术代差构建起的利润护城河，均押宝了BC组件。 "压力还是很大，行业 ...

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Key Takeaways LH posted Q2 adjusted EPS of $4.35, up 10.4% year over year and 5.1% above consensus estimates.Labcorp's Q2 revenues rose 9.5% to $3.53B, driven by organic growth, acquisitions and currency gains.LH raised its 2025 guidance for revenues, EPS and free cash flow on business strength and currency impact.Labcorp Holdings (LH) , or Labcorp, reported adjusted earnings per share (EPS) of $4.35 for the second quarter of 2025. The figure rose 10.4% from the year-ago level.The adjusted figure excludes t ...

Labcorp Holdings (LH) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Company ParticipantsChristin O’Donnell - VP - Investor RelationsAdam Schechter - President, CEO, Chairman & DirectorJulia Wang - EVP & CFOKevin Caliendo - Managing DirectorPatrick Donnelly - Managing DirectorLisa Gill - Managing DirectorElizabeth Anderson - Senior MDTycho Peterson - MD - Global EquitiesLuke Sergott - Director - Healthcare Equity ResearchMichael Ryskin - Managing DirectorConference Call ParticipantsMichael Cherny - Senior ...

Versant signage on the floor at the New York Stock Exchange (NYSE) in New York, US, on Monday, July 21, 2025.Comcast on Thursday announced the expected board members of its cable networks spinout, Versant. They come from backgrounds in media, technology, finance and other industries, according to Versant.Versant will be the parent company of what are now NBCUniversal's cable networks, including USA Network, CNBC, MSNBC, Oxygen, E!, SYFY and Golf Channel. On the digital front, it is also set to house Fandang ...

Labcorp Holdings (LH) Q2 2025 Earnings Call July 24, 2025 09:00 AM ET Speaker0Good day and thank you for standing by. Welcome to the Q2 twenty twenty five LabCorp Holdings Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.You will then hear an automated message advising your hand is raised. To withdraw your question ...

Align Consulting! 2025 07 17 Q2 2025 CombinedX Investerarpresentation A Powerhouse of Platform Services Vi hjälper våra kunder att dra nytta av data och digitaliseringens möjligheter Platform Services Infrastructure & Security Services Platform: Platform: Platform: Digital Experience Platform: CRM BC, BI Platform: Varför en plattformscentrisk tillväxtstrategi? Source: HerbertNathan & Co and Bo Hjort Christensen 1. Tydligt erbjudande 2. Stora köpstarka kunder 3. Plattformens tillväxt 4. Lång eftermarknad 5. ...

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Financial Highlights - Total Segment Revenues reached $2,549.403 million in Q2 2025[2], a significant increase from $2,485.848 million in Q2 2024[2] - Distributable Earnings were $1,565.763 million in Q2 2025[2], compared to $1,410.805 million in Q2 2024[2] - Fee-Earning Assets Under Management (AUM) increased to $887,114.2 million[2] Segment Performance - Real Estate segment revenue totaled $902.557 million in the second quarter of 2025[3] - Private Equity segment revenue was $4,828.511 million[9] - Credit & Insurance segment revenue reached $841.752 million[5] - Multi-Asset Investing segment revenue was $130.791 million[6] Real Estate Details - Real Estate Fee-Earning Assets Under Management reached $324,994.7 million[3] - Real Estate segment distributable earnings were $616.363 million[3] Private Equity Details - Private Equity Fee-Earning Assets Under Management were $176,997.3 million[9] - Private Equity segment distributable earnings totaled $2,639.474 million[9] Credit & Insurance Details - Credit & Insurance Fee-Earning Assets Under Management reached $288,931.2 million[5] - Credit & Insurance segment distributable earnings were $395.785 million[5] Multi-Asset Investing Details - Multi-Asset Investing Fee-Earning Assets Under Management were $71,818.7 million[6] - Multi-Asset Investing segment distributable earnings totaled $50.943 million[6]

Raises Full-Year Guidance BURLINGTON, N.C., July 24, 2025 /PRNewswire/ -- Labcorp (NYSE: LH), a global leader of innovative and comprehensive laboratory services, today announced results for the second quarter ended June 30, 2025 and raised full-year guidance. "Labcorp had a very strong second quarter, delivering double-digit topline growth, while expanding margins across both segments," said Adam Schechter, chairman and CEO of Labcorp. "We brought innovative tests to market, and applied our leadership in s ...