The upcoming report from Acuity (AYI) is expected to reveal quarterly earnings of $4.60 per share, indicating an increase of 7% compared to the year-ago period. Analysts forecast revenues of $1.21 billion, representing an increase of 16.8% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a company's earnings announcement, it is c ...

Analysts on Wall Street project that Lamb Weston (LW) will announce quarterly earnings of $0.54 per share in its forthcoming report, representing a decline of 26% year over year. Revenues are projected to reach $1.61 billion, declining 2.5% from the same quarter last year.The current level reflects an upward revision of 0.3% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over t ...

Wall Street analysts forecast that Nike (NKE) will report quarterly earnings of $0.28 per share in its upcoming release, pointing to a year-over-year decline of 60%. It is anticipated that revenues will amount to $11 billion, exhibiting a decrease of 5% compared to the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ah ...

核心财务预测 - 预计季度每股收益为1.31美元 同比增长3.2% [1] - 预计季度收入达80.7亿美元 同比增长2.2% [1] - 过去30天内共识每股收益预期上调5.6% [1] 收入细分指标 - 客运票务收入预计53.1亿美元 同比增长1.3% [4] - 船上及其他收入预计26.7亿美元 同比增长0.5% [4] - 净收益率预计为每可用下铺日247.71美元 高于去年同期的233.87美元 [6] 运营效率指标 - 可用下铺日预计2460万天 低于去年同期的2520万天 [4] - 入住率预计112.2% 略高于去年同期的112.0% [5] - 乘客巡航日预计2761万天 低于去年同期的2810万天 [5] 燃料成本管理 - 每公吨燃料成本预计595.27美元 显著低于去年同期的670美元 [5] - 燃料消耗量预计73.4万公吨 高于去年同期的70万公吨 [6] - 每千可用下铺日燃料消耗量预计3万公吨 与去年同期持平 [7] 股价表现与评级 - 过去一个月股价下跌3.6% 同期标普500指数上涨3.1% [7] - 目前获Zacks二号买入评级 预示可能跑赢大盘 [7]

核心观点 - J B Hunt运输公司面临多重不利因素 包括股价表现疲软 盈利预期下调 利息支出增加 现金流紧张以及行业整体低迷 使其成为缺乏吸引力的投资标的[1][6] 股价表现 - 公司股价年内下跌20.8% 表现逊于运输卡车行业19.7%的跌幅[2][6] - 当前获得Zacks排名第4级（卖出）评级[5] 盈利状况 - 第三季度2025年盈利共识预期在过去60天内下调0.67%[5] - 2025全年盈利共识预期同期下调0.53%[5] - 过去四个季度中有两个季度未达到盈利预期 平均意外偏差为-0.28%[8] - 具体季度表现：2025年第二季度实际每股收益1.31美元低于预期1.34美元（-2.24%）2025年第一季度实际1.17美元高于预期1.15美元（+1.74%）2024年第四季度实际1.53美元低于预期1.62美元（-5.56%）2024年第三季度实际1.49美元高于预期1.42美元（+4.93%）[8] 财务风险 - 2025年第二季度净利息支出因平均合并债务余额增加和利息收入减少而同比增长5%[9] - 现金及等价物仅5090万美元 远低于6.9944亿美元的短期债务[10] - 流动比率为0.87（低于1表明短期偿债能力存在问题）[10] 行业环境 - 所属运输卡车行业Zacks行业排名为204/248 处于后17%分位[12] - 行业持续面临司机短缺问题 老龄化退休与年轻从业意愿不足形成结构性矛盾[11] 同业比较 - 建议关注同业标的：LATAM航空集团（LTM）预期年盈利增长45% 过去60天盈利预期上调14%[15] - 瑞安航空（RYAAY）预期年盈利增长45% 过去60天盈利预期上调7.11% 过去四个季度中有三个季度超预期 平均超出幅度达61.2%[16]

股价表现 - 股价单日大涨7.6%至169.75美元 成交量显著高于正常水平[1] - 过去四周累计涨幅达6.8%[1] 业绩预期 - 预计季度每股收益1.47美元 同比增长50%[2] - 预计季度收入4.4064亿美元 同比增长17.8%[2] - 过去30天共识每股收益预期上调8.1%[3] 行业驱动因素 - 受益于半导体和数据中心计算市场需求增长[1] - 半导体市场增长主要由EVOS、eVerest和NavX产品需求推动[1] 同业比较 - 同业公司ASML股价单日上涨6.4%至927.8美元[3] - ASML过去一个月累计涨幅16.4%[3] - ASML预计季度每股收益6.32美元 同比增长9%[4] - ASML过去30天共识每股收益预期微调0.3%[4] 投资评级 - 公司当前获Zacks Rank 1级（强力买入）评级[3] - ASML获Zacks Rank 3级（持有）评级[4] - 公司属于Zacks半导体设备-晶圆制造行业分类[3]

核心财务预测 - 预计季度每股收益为119美元 同比增长82% [1] - 预计季度总收入为269亿美元 同比增长77% [1] - 过去30天内分析师未调整每股收益共识预期 [1] 分业务收入预期 - 制服租赁及设施服务收入预计达207亿美元 同比增长68% [4] - 其他业务收入预计达624亿美元 同比增长99% [4] - 所有其他业务收入预计达294亿美元 同比增长69% [4] - 急救与安全服务收入预计达329亿美元 同比增长125% [5] 股价表现与评级 - 过去一个月股价下跌77% 同期标普500指数上涨3% [5] - 目前获Zacks评级第二级（买入）预期将跑赢整体市场 [5] 分析方法论 - 盈利预测修正趋势与股价短期表现存在强相关性 [2] - 除整体营收外 关键指标预测能提供更全面的业务理解 [3]

One stock that might be an intriguing choice for investors right now is Royal Bank of Canada (RY) . This is because this security in the Banks – Foreign space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective.This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the Banks – ...

One stock that might be an intriguing choice for investors right now is NVIDIA Corporation (NVDA) . This is because this security in the Semiconductor – General space is seeing solid earnings estimate revision activity, and is in great company from a Zacks Industry Rank perspective.This is important because, often times, a rising tide will lift all boats in an industry, as there can be broad trends taking place in a segment that are boosting securities across the board. This is arguably taking place in the ...

Wall Street analysts forecast that Micron (MU) will report quarterly earnings of $2.87 per share in its upcoming release, pointing to a year-over-year increase of 143.2%. It is anticipated that revenues will amount to $11.11 billion, exhibiting an increase of 43.3% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 1.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed the ...