Key Takeaways Apollo projects AUM near $1.5T by 2029, fueled by private equity and retirement services. T. Rowe Price grows AUM with multi-asset and fixed income strength, plus strategic alliances. APO outpaced the industry with 17.3% stock gains, while TROW rose 0.5% but offers a 4.8% yield. T. Rowe Price Group (TROW) and Apollo Global Management (APO) are two of the most well-known players in the asset management industry, but with different strengths. Apollo focuses on private equity and alternative asse ...

Susquehanna Financial Group cut earnings estimates for asset-based truckload carriers by mid-single- to low-double-digit percentages ahead of the third-quarter earnings season. Analyst Bascome Majors made similar reductions for the fourth quarter as volumes, spot rates and tender rejections remain soft, and the outlook for peak season is muted. Join the leaders shaping freight’s future atF3: Future of Freight Festival, Oct 21-22.Network with the industry’s best and discover what’s next. Register now! “Wi ...

Wall Street analysts expect Thor Industries (THO) to post quarterly earnings of $1.16 per share in its upcoming report, which indicates a year-over-year decline of 31%. Revenues are expected to be $2.31 billion, down 8.7% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 30.9% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveals its ...

财务业绩表现 - 第一季度调整后每股收益0.86美元超分析师预期0.81美元 [1] - 净销售额下降7%至45亿美元 有机收入下降3% [1] - 调整后营业利润按固定汇率计算下降18%至7.11亿美元 [2] 业务部门表现 - 北美零售部门销售额下降13% 受不利价格实现和产品组合影响 [1][3] - 北美宠物部门增长6% 其中收购Whitebridge Pet Brands贡献11个百分点 [3] - 国际销售额增长6% 北美餐饮服务销售额下降4% [3] 重大交易影响 - 完成美国酸奶业务剥离 产生10.5亿美元收益 [2] - 推动报告营业利润增长108%至17亿美元 稀释每股收益增长116%至2.22美元 [2] 业绩展望 - 重申2026财年指引 预计有机净销售额增长-1%至+1% [3] - 调整后营业利润和每股收益预计按固定汇率计算下降10%-15% [3]

For those looking to find strong Consumer Staples stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Associated British Foods PLC (ASBFY) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Staples sector should help us answer this question.Associated British Foods PLC is a member of the Consumer Staples sector. This group includes 180 individual stocks and currently holds a Zacks Sec ...

财务表现 - 第二季度每股收益0.34美元超出市场预期0.22美元[2][6] - 调整后稀释每股收益0.34美元较去年同期实现增长[2] - 季度营收7.398亿美元略超市场预期7.378亿美元[3][6] 市场反应 - 股价单日上涨11.1%收于4.41美元[4][6] - 企业价值与销售额比率0.506显示估值处于低位[5] - 市销率0.069表明股价仅为销售额的6.9%[5] 运营状况 - 可比销售额从第一季度起呈现连续改善趋势[3] - 流动比率1.27显示公司具备短期债务覆盖能力[4] - 债务股权比5.00反映公司采用高杠杆运营策略[4] 分析师观点 - UBS分析师Jay Sole给予中性评级并调整目标价位[5] - 公司战略执行力和商业模式优势获得市场认可[3][6] - 宏观不确定性环境下仍保持销售韧性[3][6]

股价表现 - 过去三个月公司股价上涨20.1% 显著超越钢铁行业13.6%的涨幅和标普500指数9%的涨幅[1] - 技术指标显示股价自2025年6月2日起持续位于50日简单移动平均线上方 且出现50日线上穿200日线的黄金交叉信号[5] - 同期美国主要钢企表现分化 克里夫斯天然资源公司上涨38.6% 而钢铁动力公司下跌4.4%[2] 经营业绩与运营亮点 - 第二季度虽未达盈利预期 但各细分板块利润均实现增长 营收因销量增长提升5%[1] - 板材和厚板厂通过提高发货量及平均售价推动钢铁部门盈利增长[1] - 建设项目储备充足 主要受益于建筑基建、军事国防和能源终端市场的强劲需求[10] - 重点推进西弗吉尼亚州苹果林板材厂（最大项目）、北卡罗来纳州列克星敦螺纹钢微米厂及伯克利县板材厂镀锌生产线等产能扩张项目[10] 战略布局与资本运作 - 通过收购西南数据产品公司拓展数据中心解决方案组合 收购莱泰克公司实现向高性能门业下游业务延伸[11] - 2025年3月修订循环信贷协议 将借款额度从17.5亿美元提升至22.5亿美元 到期日延至2030年3月[12] - 长期债务资本化比率仅23.7% 显著低于钢铁动力公司31.1%和克里夫斯天然资源公司56.1%[12] 股东回报与财务状况 - 2020年以来累计通过分红和回购向股东返还132亿美元资金 2025年上半年返还7.58亿美元[13] - 2024年12月将季度股息从54美分上调至55美分 实现连续52年股息增长[13] - 当前股息收益率1.5% 派息比率36% 五年股息年化增长率7.5%[14] - 期末流动性达34亿美元 承诺将至少40%年净收益返还股东[12][13] 行业环境与估值 - 热轧卷板价格从950美元/短吨峰值回落至800美元以下 主要因需求疲软及钢厂供应充足[15][16] - 当前远期市盈率14.88倍 较行业平均10.79倍存在37.9%溢价 高于五年中值水平[18] - 2025及2026年共识盈利预期在过去60天内均获上调[17]

LaZBoy (LZB) is a Zacks Rank #5 (Strong Sell) after the company recently posted a miss and the stock has sold off as a result.  This article will look at why this stock is a Zacks Rank #5 (Strong Sell) as it is the Bear of the Day.Description                                              La-Z-Boy, Inc. engages in the production, manufacturing, and distribution of residential furniture. It operates through the following business segments: Wholesale, Retail, and Corporate and Other. The Wholesale segment manuf ...

业绩预期 - 华尔街分析师预计Zoom通信(ZM)季度每股收益(EPS)为1.37美元，同比下降1.4% [1] - 预计季度收入为12亿美元，同比增长3% [1] - 过去30天内，市场对EPS共识预期下调1.1%，反映分析师对初始预测的集体修正 [2] 关键财务指标预测 - 亚太地区(APAC)收入预计达1.4613亿美元，同比增长2.7% [5] - 欧洲、中东和非洲(EMEA)收入预计达1.9004亿美元，同比增长3% [5] - 美洲地区收入预计达8.6208亿美元，同比增长3.2% [6] 客户与合同指标 - 企业客户数量预计为186,862个，低于去年同期的191,600个 [6] - 年收入超10万美元客户数预计达4,233个，去年同期为3,933个 [7] - 当前剩余履约义务(RPO)预计24.5亿美元，去年同期为22.8亿美元 [7] - 总剩余履约义务(RPO)预计40亿美元，去年同期为37.8亿美元 [8] - 非流动剩余履约义务(RPO)预计15.3亿美元，去年同期为15亿美元 [8] 市场表现 - Zoom股价过去一个月下跌2.3%，同期标普500指数上涨3.5% [8]

核心财务预测 - 公司预计季度每股收益为0.01美元 同比大幅增长1333% [1] - 分析师预测营收为12亿美元 同比下降117% [1] - 过去30天内共识EPS预期上调86% 反映分析师对初始预测的集体修正 [2] 细分业务指标 - 高端美妆部门(Net Revenues-Prestige)预计营收72185万美元 同比下滑101% [5] - 大众美妆部门(Net Revenues-Consumer Beauty)预计营收47745万美元 同比下降148% [5] - 高端美妆调整后营业利润预计7695万美元 较上年同期8780万美元有所下降 [5] - 大众美妆调整后营业利润预计亏损136万美元 上年同期为盈利2020万美元 [6] 股价与市场表现 - 公司股价过去一个月上涨1% 同期标普500指数上涨33% [6] - 当前Zacks评级为3级(持有) 预计短期走势与大盘同步 [6] 分析方法论 - 盈利预测修正对预判股价短期波动具有关键作用 实证显示二者存在强关联 [3] - 除整体盈利预期外 追踪细分业务指标能提供更深入的投资洞察 [4]