NEW YORK, Oct. 01, 2025 (GLOBE NEWSWIRE) -- Today's Marketplace (TMP) recently completed a featured interview with Tim P. McMahon, PhD, Associate Professor of Practice Marketing and Management at Creighton University’s Heider College of Business, and Mindy Simon, Chief Operating Officer of Aon (NYSE: AON), a leading global professional services firm, on the opportunity to effectively and ethically apply AI in business. The full interview by Today’s Marketplace host Jane King at the New York Stock Exchange c ...

OTTAWA, Ontario, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Calian® Group Ltd. (TSX:CGY), a mission critical solutions company focused on defence, space, healthcare and other strategic critical infrastructure sectors, today announced the closing of a CDN$200 million debt facility with Royal Bank of Canada (“RBC”) as lead arranger, sole bookrunner, and administrative agent, Fédération des Caisses Desjardins du Québec (“Desjardins”), Canadian Imperial Bank of Commerce (“CIBC”), JP Morgan Chase Bank, N.A. (“JP Morgan” ...

Concentrix Corp. (NASDAQ: CNXC) released its third-quarter earnings report after Thursday's closing bell. The company also lowered its fiscal 2025 earnings guidance to below estimates. Here's a look at the key figures from the quarter. CNXC stock is falling. See the real-time price action here.The Details: Concentrix reported quarterly earnings of $2.78 per share, which missed the Street estimate of $2.86.Quarterly revenue came in at $2.48 billion, which beat the analyst consensus estimate of $2.45 billion. ...

Delivers revenue above guidance for Q3 and raises full year growth outlookSees strong demand environment for integrated solutionsOn track to return more than $240 million to shareholders in fiscal 2025Increases quarterly dividend NEWARK, Calif., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Concentrix Corporation (NASDAQ: CNXC), a global technology and services leader, today announced financial results for the fiscal third quarter ended August 31, 2025. Three Months Ended August 31, 2025 August 31, 2024 ChangeReven ...

Cintas TodayCTASCintas$202.26 +2.22 (+1.11%) 52-Week Range$180.78▼$229.24Dividend Yield0.89%P/E Ratio45.87Price Target$221.00Add to WatchlistCintas' NASDAQ: CTAS price action confirmed that its stock is a buy in September. The price action pulled back early in the month as part of a larger, long-term consolidation associated with post-stock-split activity. It confirmed a critical level later in the month, following the FQ1 earnings report, and is now set up to continue its consolidation. Consolidation may ...

BROOKFIELD, NEWS, Sept. 25, 2025 (GLOBE NEWSWIRE) -- Brookfield Business Partners announced today that it has approved plans to simplify its corporate structure by converting Brookfield Business Partners LP (“BBU”) and Brookfield Business Corporation (“BBUC”) into one publicly traded Canadian corporation (“BBU Inc.”). “We are pleased to announce the next stage in Brookfield Business Partners’ evolution as a public company,” said Anuj Ranjan, CEO of Brookfield Business Partners. “The conversion into a single ...

投资组合调整核心观点 - Maverick Capital在最近一个季度对其股票投资组合进行了一系列重大减持 显示出投资策略的显著转变 [1] - 投资组合调整涉及对多个行业龙头公司的大幅减仓或清仓 包括半导体设备、商业服务、折扣零售、食品配送和专业零售等领域 [1][7] - 这些操作可能反映了对相关公司估值、行业周期性压力或盈利增长前景的看淡 以及锁定科技和消费类公司收益的意图 [1][8] 前五大减持操作 - **Lam Research Corp (LRCX)**: 减持97.64% 卖出679,011股 仅剩16,438股 近乎清仓半导体设备公司可能表明远离该行业或认为周期性压力超过长期需求驱动因素的观点 [2] - **Rentokil Initial PLC (RTO)**: 减持97.34% 卖出846,993股 仅剩23,112股 对这家害虫防治和卫生服务公司的急剧减仓可能反映了对债务、近期收购整合或关键市场增长放缓的担忧 [3] - **Dollar Tree Inc (DLTR)**: 减持97.08% 削减903,814股 仅保留27,183股 鉴于持续的利润率压力和来自Family Dollar的整合挑战 大幅减仓表明对Dollar Tree推动盈利增长能力的信心减弱 [4] - **DoorDash Inc (DASH)**: 减持96.41% 削减357,362股 仅剩13,288股 DoorDash虽仍是增长型公司 但面临盈利挑战和日益激烈的竞争 这可能导致其退出大部分头寸 [5] - **Boot Barn Holdings Inc (BOOT)**: 减持90.49% 削减49,941股 仅剩5,251股 尽管Boot Barn显示出强劲的品牌增长 但此举表明对消费者支出逆风或强劲上涨后获利了结的担忧 [6] 完全清仓的头寸 - 清仓Meta Platforms (META) 此前持有超过174,000股 价值超过1亿美元 [7] - 清仓Nvidia (NVDA) 退出看涨期权 合并前期价值超过6300万美元 [7] - 其他重要的清仓头寸包括Netflix (NFLX)、Cisco Systems (CSCO)和Monster Beverage (MNST) 这些公司此前在投资组合中均占有重要地位 [8] - 这些全面清仓操作强调了一种决定性的重新定位 表明Maverick正在锁定高飞科技和消费类股票的收益 同时可能将资本重新配置到新的机会上 [8]

核心财务表现 - 每股收益(EPS)为1.20美元 超出预期1.19美元 较去年同期1.10美元增长9.1% [2][6] - 季度营收达27.2亿美元 超出预期27.0亿美元 较去年同期25.0亿美元增长8.7% [3][6] - 过去四个季度持续超越市场预期 本季度盈利惊喜+0.84% 上季度达+1.87% [2] 估值指标分析 - 市盈率(P/E)为44.63倍 显示投资者愿意为每美元收益支付44.63美元 [4][6] - 市销率为7.81倍 企业价值与销售额比率为8.04倍 [4] - 收益率为2.24% 企业价值与营运现金流比率为38.40倍 [5] 资产负债状况 - 债务权益比为0.57 显示适度债务水平 [5] - 流动比率为2.09倍 表明短期资产覆盖短期负债能力强 [5][6] - 收购活动贡献0.9%的营收增长 [3] 业务概况 - 公司专注于企业标识制服、设施服务及急救安全产品 [1] - 主要竞争对手包括Aramark和UniFirst等服务业提供商 [1] - 各业务板块均展现强劲增长势头 [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]

公司股价表现 - 公司股价自5月以来下跌6% [1] 业务转型进展 - 公司向高价值非人力驱动服务转型取得更清晰进展 [1] 分析师背景信息 - 分析师持有FMVA®和BIDA®认证 专注于科技基础设施和互联网服务领域 [1] - 分析师关注基本面扎实且具有真实潜力的公司 重视长期回报而非短期市场噪音 [1]