With a market cap of $23.1 billion, Hubbell Incorporated (HUBB) is a Shelton, Connecticut-based electrical and utility solutions manufacturer. Operating through two main segments, Utility Solutions and Electrical Solutions, the company serves industries from utilities and data centers to commercial and residential markets. Companies worth $10 billion or more are generally described as "large-cap stocks", and HUBB fits this description perfectly. Hubbell’s diversified portfolio, infrastructure exposure, an ...

Valued at a market cap of $31.3 billion, State Street Corporation (STT) is a leading financial services and bank holding company headquartered in Boston, Massachusetts. Founded in 1792, it is one of the oldest financial institutions in the United States. The company primarily operates through its subsidiary State Street Bank and Trust Company, which is among the world’s largest custodian banks. Companies worth $10 billion or more are generally described as “large-cap stocks,” and STT perfectly fits that d ...

With a market cap of $30 billion, Fifth Third Bancorp (FITB) is a diversified financial services company and the holding company for Fifth Third Bank, National Association. The company provides a wide range of banking and financial solutions through three core segments: Commercial Banking, Consumer and Small Business Banking, and Wealth & Asset Management. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and Fifth Third Bancorp fits this criterion perfectly. Its offe ...

公司概况 - 市值434亿美元 是一家领先的受监管公用事业控股公司[1] - 业务覆盖八个州 为住宅、商业和工业客户提供电力和天然气服务[1] - 属于大盘股 符合市值超100亿美元的标准[2] - 发电来源多样化 包括风电、太阳能、水电、核电、煤炭和天然气[2] 股价表现 - 当前股价较52周高点74.57美元下跌1.6%[3] - 三个月涨幅6.2% 超过公用事业精选行业SPDR基金(XLU)5.2%的涨幅[3] - 52周累计回报率14.8% 高于XLU的9.1%涨幅[4] - 年内涨幅8.6% 落后于XLU的13.2%涨幅[4] - 股价自去年以来持续高于200日移动平均线[4] 财务业绩 - 第二季度每股收益0.75美元 超出市场预期且同比增长38.9%[5] - 营收增长8.6%至33亿美元 其中电力板块营收29亿美元 天然气营收3.96亿美元[5] - 重申2025年每股收益指引3.75-3.85美元[5] - 公布2025-2029年450亿美元投资计划 用于基础设施升级和业务增长[5] 同业比较 - 52周表现落后于同业WEC能源集团(WEC涨幅16.3%)[6] - 年内表现亦不及WEC(WEC年内涨幅17.5%)[6] - 获得15位分析师"适度买入"评级 平均目标价78.54美元较现价有7.1%溢价空间[6]

公司概况 - 市值达319亿美元 是全球美容行业领导者[1] - 产品涵盖护肤 彩妆 香氛和护发品类 拥有Estée Lauder Clinique La Mer M·A·C Jo Malone London TOM FORD Beauty等高端品牌[1] - 通过百货公司 专业零售商 在线平台 沙龙 Spa和直销渠道进行全球分销[2] 市值分类 - 符合大盘股标准（市值超100亿美元）[2] 股价表现 - 较52周高点103.44美元下跌14.3%[3] - 过去三个月上涨28.6% 超越标普500指数同期8.4%的涨幅[3] - 年内迄今上涨18.3% 超越标普500指数10.7%的回报率[4] - 过去52周仅上涨2.1% 落后于标普500指数19%的涨幅[4] - 自5月初以来持续交易于50日移动均线上方 自6月中旬以来保持在200日移动均线上方[4] 财务业绩 - 2025财年第四季度调整后每股收益0.09美元 收入34亿美元 均超预期[5] - 全年调整后每股收益预期1.90-2.10美元 低于分析师预期[5] 经营挑战 - 因关税影响面临1亿美元损失 全球贸易压力导致成本上升挤压利润率[5] - 美国 中国和欧洲等关键市场表现疲软[5] - 旅游零售销售增长乏力 重组费用持续产生[5] 同业比较 - 竞争对手Church & Dwight Co Inc年内迄今下跌9.4% 过去52周下跌10.1% 表现逊于该公司[6] 分析师观点 - 25位覆盖分析师给予"适度买入"共识评级[6] - 平均目标价91.43美元 较当前水平有3.1%溢价空间[6]