For Woodward, the consensus EPS estimate for the quarter has been revised 6.2% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on WWD going forward to see if this recent jump can turn into more strength down the road. Also, Woodward's Industrial business segment has been gaining from solid demand for power generation and continued requirement for primary and backup power for data ce ...

核心业绩表现 - 公司2025财年第四季度（截至2025年11月）每股收益为1.26美元，超出市场一致预期的1.24美元，同比增长10.5% [1] - 季度营收为15.6亿美元，超出市场一致预期0.22%，同比增长18.2% [2] - 公司已连续四个季度在每股收益和营收上均超出市场预期 [1][2] 近期股价与市场表现 - 公司股价自年初以来已下跌约18.5%，而同期标普500指数上涨了15.2% [3] - 在本次财报发布前，市场对公司盈利预期的修正趋势不利，导致其Zacks评级为4级（卖出），预计短期内表现将弱于市场 [6] 未来业绩展望 - 市场对下一季度的普遍预期为营收18亿美元，每股收益1.67美元 [7] - 市场对本财年（当前）的普遍预期为营收65.2亿美元，每股收益5.47美元 [7] - 未来股价走势将很大程度上取决于管理层在财报电话会议中的评论以及后续盈利预期的修正方向 [3][4][7] 行业背景与同业情况 - 公司所属的Zacks行业分类为“互联网-软件”，该行业在250多个Zacks行业中排名前23% [8] - 研究显示，排名前50%的行业表现优于后50%的幅度超过2比1 [8] - 同业公司Penguin Solutions, Inc. 预计将于1月6日发布财报，市场预期其季度每股收益为0.41美元，同比下降16.3%，营收为3.3757亿美元，同比下降1% [9][10]

核心业绩表现 - 公司2025年第三季度每股亏损0.22美元，优于市场预期的每股亏损0.23美元，实现4.35%的盈利惊喜 [1] - 本季度每股亏损较去年同期的0.77美元大幅收窄 [1] - 季度营收为负90万美元，远低于市场预期，偏离幅度达101.5%，而去年同期营收为零 [2] 历史业绩与市场表现 - 在过去四个季度中，公司有两次实际每股收益超过市场预期 [2] - 本季度之前的一个季度，公司实际每股亏损0.44美元，差于预期的0.42美元，带来-4.76%的盈利意外 [1] - 年初至今公司股价上涨约9.5%，表现逊于同期上涨15.2%的标普500指数 [3] 未来业绩展望 - 当前市场对下一季度的共识预期为营收440万美元，每股亏损0.21美元 [7] - 当前市场对本财年的共识预期为营收2972万美元，每股亏损0.84美元 [7] - 在本次财报发布前，公司的盈利预期修正趋势好坏参半，这使其获得了Zacks第三级（持有）评级 [6] 行业背景与比较 - 公司所属的Zacks医疗-生物医学和遗传学行业，在250多个Zacks行业中排名前39% [8] - 研究表明，排名前50%的Zacks行业的表现超过后50%行业两倍以上 [8] - 同属Zacks医疗板块的Neogen公司预计将于1月8日发布财报，市场预期其季度每股收益为0.07美元，同比下降36.4% [9] - Neogen最近30天的每股收益预期被下调了7.1%，其季度营收预期为2.0974亿美元，同比下降9.3% [9][10]

Bridgeline Digital, Inc. (BLIN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +50.00%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.07, delivering a surprise of -40%.Over the last four quarters, the company ha ...

Birkenstock (BIRK) came out with quarterly earnings of $0.6 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.32 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +50.00%. A quarter ago, it was expected that this sandal maker would post earnings of $0.67 per share when it actually produced earnings of $0.7, delivering a surprise of +4.48%.Over the last four quarters, the company h ...

MillerKnoll (MLKN) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.38%. A quarter ago, it was expected that this furniture maker would post earnings of $0.35 per share when it actually produced earnings of $0.45, delivering a surprise of +28.57%.Over the last four quarters, the com ...

Micron (MU) came out with quarterly earnings of $4.78 per share, beating the Zacks Consensus Estimate of $3.91 per share. This compares to earnings of $1.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +22.25%. A quarter ago, it was expected that this chipmaker would post earnings of $2.86 per share when it actually produced earnings of $3.03, delivering a surprise of +5.94%.Over the last four quarters, the company has surp ...

Toro (TTC) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.95 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.81%. A quarter ago, it was expected that this landscaping, maintenance and irrigation equipment maker would post earnings of $1.22 per share when it actually produced earnings of $1.24, delivering a surprise of +1.64%.Over ...

核心业绩表现 - 公司季度每股收益为2.85美元，超出市场预期的2.72美元，同比增长42.5% [1] - 季度营收为83.1亿美元，超出市场预期2.81%，同比增长18.9% [2] - 本季度盈利超出预期4.78%，上一季度盈利超出预期11.53% [1] - 在过去四个季度中，公司每股收益和营收均四次超出市场预期 [2] 股价与市场表现 - 公司年初至今股价上涨约47.7%，同期标普500指数上涨15.6% [3] - 基于当前有利的盈利预测修正趋势，公司股票获得Zacks Rank 2（买入）评级，预计短期内将跑赢市场 [6] 未来业绩展望 - 市场对下一季度的共识预期为每股收益2.45美元，营收75亿美元 [7] - 市场对本财年的共识预期为每股收益11.05美元，营收313.2亿美元 [7] - 盈利预测修正趋势是影响短期股价走势的关键因素 [4][5] 行业状况 - 公司所属的电子制造服务行业，在Zacks行业排名中位列前3% [8] - 研究显示，排名前50%的行业表现优于后50%的行业，幅度超过2比1 [8] 同业比较 - 同属计算机与技术板块的黑莓公司，预计将于12月18日公布截至2025年11月的季度业绩 [9] - 市场预期黑莓季度每股收益为0.04美元，同比增长100%，营收预计为1.39亿美元，同比下降2.8% [9][10]

财报业绩表现 - 2025年第四季度（截至10月）每股收益为3.03美元，超出市场一致预期2.93美元，实现3.41%的盈利惊喜 [1] - 本季度营收为7.5182亿美元，低于市场一致预期，未达成率为2.23% [2] - 去年同期每股收益为2.78美元，营收为7.4448亿美元，本季度营收同比增长约1.0% [1][2] - 过去四个季度中，公司有三次超过每股收益预期，两次超过营收预期 [2] 近期股价与市场比较 - 年初至今公司股价上涨约11.6%，同期标普500指数上涨16.3%，表现不及大盘 [3] 未来业绩展望 - 当前市场对下一季度的共识预期为营收6.495亿美元，每股收益2.25美元 [7] - 当前市场对本财年的共识预期为营收29.4亿美元，每股收益11.05美元 [7] - 在本财报发布前，公司的盈利预期修正趋势好坏参半，当前Zacks评级为3（持有），预计近期表现将与市场同步 [6] 行业背景 - 公司所属的Zacks行业分类为“制造-通用工业”，该行业在250多个Zacks行业中排名处于后30% [8] - 研究显示，排名前50%的行业表现优于后50%的行业，幅度超过2比1 [8] 同业公司比较 - 同属Zacks工业产品板块的Apogee Enterprises预计将报告截至2025年11月的季度业绩 [9] - 市场预期Apogee Enterprises季度每股收益为1.03美元，同比下降13.5%，预期在过去30天内未变 [9] - 市场预期Apogee Enterprises季度营收为3.5006亿美元，同比增长2.6% [9]