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Smartkarma Newswire

Performance Food Group Co (PFGC) Earnings: 2Q Adjusted EPS Misses Estimates Despite Strong Sales and EBITDA Growth

By | Earnings Alerts
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  • Adjusted earnings per share (EPS): 98 cents, lower than the estimated $1.05 but higher than last year’s 90 cents.
  • Net sales: $15.64 billion, a 9.4% increase from last year, surpassing the estimate of $15.5 billion.
  • Foodservice sector: Net sales were $8.37 billion, an 18% rise from last year, exceeding the estimate of $8.21 billion.
  • Vistar sector: Net sales stood at $1.23 billion, up 2.7% year-over-year, slightly below the estimate of $1.24 billion.
  • Convenience sector: Net sales reached $5.97 billion, a modest 0.4% increase, matching the estimate.
  • Gross profit: Achieved $1.83 billion, reflecting a 14% growth, and surpassing the estimate of $1.81 billion.
  • Adjusted EBITDA: Reached $423.0 million, a 22% year-over-year increase, topping the estimate of $411.8 million.
  • Vistar adjusted EBITDA rose slightly by 0.3% to $93.9 million.
  • Convenience adjusted EBITDA climbed significantly by 29%, totaling $107.3 million, above the estimated $89.3 million.
  • Foodservice adjusted EBITDA increased by 29% to $289.9 million, exceeding the estimate of $278.2 million.
  • For the third quarter of fiscal 2025, expected net sales range from $15.2 billion to $15.6 billion.
  • Projected adjusted EBITDA for the third quarter of fiscal 2025 is between $390 million and $410 million.
  • CEO George Holm praised the company’s strong organic business and acquisitions for driving exceptional case growth and robust overall performance.
  • Investment community outlook: 10 buy ratings, 4 hold ratings, and no sell ratings.

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Performance Food Group Co on Smartkarma

Performance Food Group Co, a company closely watched by top analysts on Smartkarma, recently received positive coverage from Baptista Research. In their report titled “Performance Food Group Company: Will Its Enhanced Focus on Digital Ordering Tools Pay Off? – Major Drivers”, they highlighted key developments from PFG’s recent earnings conference call. The call discussed strategic acquisitions, financial performance, and market conditions affecting the company. PFG’s successful integration of Jose Santiago and acquisition of Cheney Brothers were noted as significant contributors to its positive results.

Another report by Baptista Research, titled “Performance Food Group: Focus on Independent Case Growth! – Major Drivers“, emphasized the company’s strong fiscal fourth quarter in 2024 and indicated healthy growth prospects. The report highlighted notable mergers and acquisitions as key growth drivers. Performance Food Group’s proactive approach, especially through strategic acquisitions like Cheney Brothers for approximately $2.1 billion, showcases its commitment to expansion and success in the market.


A look at Performance Food Group Co Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth5
Resilience2
Momentum5
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Performance Food Group Company, a leader in the food distribution industry in the U.S., is positioned for a promising long-term outlook based on the Smartkarma Smart Scores analysis. With a strong focus on growth and momentum, the company is primed to capitalize on emerging opportunities in the market. Its high growth score reflects a robust potential for expansion and development, while the momentum score indicates a positive trend in the company’s performance.

While Performance Food Group Co may face challenges in terms of dividend and resilience scores, its overall outlook remains optimistic due to its solid value proposition and impressive growth potential. Investors looking for a company with strong growth prospects and positive momentum may find Performance Food Group Co an attractive investment opportunity in the long run.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Emerson Electric Co (EMR) Earnings: 1Q Adjusted EPS Surpasses Expectations at $1.38

By | Earnings Alerts
  • Emerson Electric’s adjusted earnings per share (EPS) for the first quarter exceeded expectations, reaching $1.38 against an estimate of $1.28.
  • The company’s net sales totaled $4.18 billion, slightly below the anticipated $4.23 billion.
  • Sales for Intelligent Devices were $2.84 billion, which was marginally less than the forecast of $2.87 billion.
  • Software and Control sales amounted to $1.35 billion, narrowly missing the estimate of $1.36 billion.
  • The underlying sales growth was 2%, slightly under the expected growth rate of 2.41%.
  • Market analysts have provided 22 buy recommendations, 6 hold recommendations, and 2 sell recommendations for Emerson Electric.

Emerson Electric Co on Smartkarma

Analysts at Baptista Research on Smartkarma are bullish on Emerson Electric Co, with recent research reports highlighting significant growth catalysts for the company. In one report titled “Emerson Electric Co.: Will The Global Project Funnel & Market Expansion Be A Critical Growth Catalyst? – Major Drivers,” the analysts discuss the company’s strategic announcements aimed at reshaping its future. Key takeaways include a continued commitment to portfolio transformation through acquisitions, divestments, and capital return actions.

In another report, “Emerson Electric Co.: A Story Of Deepening Market Penetration in Test & Measurement! – Major Drivers,” Baptista Research discusses Emerson’s strong operational and financial performance in the third quarter of 2024. The company reported solid results with a 3% underlying sales growth, driven by robust project activity in process and hybrid businesses. Analysts emphasized Emerson’s success in winning projects in sectors like life sciences, energy, and power, showcasing its strong market presence in North America and Europe.


A look at Emerson Electric Co Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth3
Resilience3
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Emerson Electric Co, a leading company in the design and manufacturing of electronic and electrical equipment, software, and services for various markets globally, has received a mixed outlook based on the Smartkarma Smart Scores. With a solid momentum score of 5, Emerson Electric Co shows strength in its market performance over time. Despite this positive momentum, the company scores moderate ratings of 3 for its value, dividend, growth, and resilience factors. This indicates that while Emerson Electric Co is maintaining stability and consistency in these areas, there may be potential for improvement in terms of value, growth, and resilience.

As investors assess the long-term prospects of Emerson Electric Co, they may find the company to be well-positioned in terms of momentum, indicating a positive trend in its market performance. However, the moderate scores across other factors suggest a need for further evaluation of its value, dividend yield, growth potential, and resilience to market fluctuations. Understanding these factors is crucial for making informed investment decisions regarding the future outlook of Emerson Electric Co in the industrial, commercial, and consumer markets it serves.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Johnson Controls (JCI) Earnings: Q1 Results Beat Estimates with Strong North America Sales Performance

By | Earnings Alerts
  • Adjusted building solutions North America sales were $2.74 billion, marking a 10% increase year-over-year and surpassing the estimate of $2.66 billion.
  • Adjusted building solutions EMEA sales reached $1.07 billion, reflecting a 3.4% increase from the previous year, and slightly beating the estimate of $1.06 billion.
  • Adjusted building solutions Asia Pacific sales came in at $527 million, rising by 3.9% year-over-year, although slightly below the estimate of $529.6 million.
  • Total net sales were $5.43 billion, showing an 11% decrease year-over-year, but still exceeding the estimate of $5.28 billion.
  • The adjusted earnings per share (EPS) increased to 64 cents from 51 cents year-over-year, beating the estimate of 59 cents.
  • The reported EPS was 55 cents, matching the previous year’s figure, but below the estimate of 59 cents.
  • The company has initiated fiscal Q2 and raised its full-year fiscal 2025 guidance.
  • The statement highlights the company’s unique value proposition and its capability to support customers throughout the building lifecycle.
  • Analyst ratings include 11 buy recommendations, 11 holds, and no sell recommendations.

Johnson Controls on Smartkarma

Analyst coverage of Johnson Controls on Smartkarma by Baptista Research unveils valuable insights into the company’s performance and strategic direction. In a report titled “Johnson Controls: These Are The 7 Biggest Factors Impacting Its Performance In 2025 & Beyond! – Major Drivers,” the analysis highlights strong financial performance and strategic advancements following the fourth-quarter fiscal 2024 earnings. This analysis considers both positive and negative aspects to provide a comprehensive view of Johnson Controls‘ outlook.

In another report titled “Johnson Controls International: Expanded Service & Digital Offerings Catalyzing Growth! – Major Drivers,” Baptista Research discusses positive developments and strategic decisions made by Johnson Controls in its third quarter fiscal 2024 earnings report. CEO George Oliver and CFO Marc Vandiepenbeeck detailed the company’s performance and future strategies, including a 3% organic sales growth and a robust 150 basis points segment margin expansion to 17.9%. These insights offer investors a deeper understanding of the opportunities and challenges facing Johnson Controls.


A look at Johnson Controls Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth3
Resilience2
Momentum3
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Johnson Controls, Inc. holds a mixed bag of Smartkarma Smart Scores, indicating a moderate overall outlook for the company’s future. With scores of 3 across Value, Dividend, Growth, and Momentum, Johnson Controls demonstrates stability and potential for growth in its industry. However, its Resilience score of 2 suggests a somewhat weaker ability to withstand economic fluctuations. The company markets automotive systems and building controls, supplying a range of products from seating systems to batteries. In addition, Johnson Controls offers building control systems, energy management, and facility management services, catering to both automotive and hybrid electric vehicle markets.

Despite some areas of strength in its Smart Scores, such as Value and Dividend, Johnson Controls may need to focus on enhancing its Resilience factor to ensure long-term sustainability. The consistent scores across various metrics indicate a balanced performance for the company, providing investors with a stable investment option within the automotive and building controls sectors. By leveraging its existing strengths and addressing areas of improvement, Johnson Controls can position itself for continued growth and success in the evolving market landscape.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Uber Technologies (UBER) Earnings: Q4 Gross Bookings Surge 18% Y/Y, Exceeding Estimates

By | Earnings Alerts
  • Uber’s gross bookings for the fourth quarter of 2025 reached $44.20 billion, marking an 18% increase from the previous year.
  • Mobility bookings stood at $22.80 billion, up 18% year-over-year and slightly above the estimated $22.52 billion.
  • Delivery bookings were $20.13 billion, an 18% increase, surpassing the forecast of $19.7 billion.
  • Freight bookings experienced a slight decline of 0.5% year-over-year, landing at $1.27 billion, below the anticipated $1.31 billion.
  • Revenue for the quarter reached $11.96 billion, showing a 20% rise from the previous year, beating the estimated $11.77 billion.
  • Adjusted EBITDA was reported at $1.84 billion, a notable 44% increase year-over-year, just shy of the $1.85 billion estimate.
  • Earnings per share (EPS) jumped to $3.21 compared to 66 cents from a year earlier.
  • Uber recorded 3.07 billion trips during the quarter, an 18% increase, exceeding the forecast of 3.02 billion trips.
  • Net income soared to $6.88 billion, compared to $1.43 billion in the previous year.
  • Monthly active platform consumers grew to 171 million, a 14% increase, outpacing the estimated 168.35 million.
  • Total stock-based compensation was reduced by 11% year-over-year, amounting to $419 million, below the expected $463.5 million.
  • For the first quarter of 2025, Uber forecasts gross bookings between $42 billion and $43.5 billion.
  • Adjusted EBITDA for Q1 is projected to be between $1.79 billion and $1.89 billion, aligning with the $1.84 billion estimate.
  • Uber’s CFO, Prashanth Mahendra-Rajah, highlights being undervalued despite strong performance and plans for opportunistic stock repurchases.
  • Uber anticipates stock-based compensation for 2025 between $1.7 billion and $1.9 billion.
  • Depreciation and amortization expenses for 2025 are expected to range from $600 million to $700 million.
  • Expected a positive pricing environment in the US, with marginal increases in UberX prices for 2025.
  • Insurance costs per trip are expected to increase by high single digits year-over-year, especially excluding California and New Jersey.
  • Forecast for Q1 gross bookings growth is between 17% and 21% on a constant-currency basis, accounting for leap year effects in 2024 and recent adverse weather impacts.

Uber Technologies on Smartkarma

Analysts on Smartkarma are closely monitoring Uber Technologies Inc., with insightful reports from top independent analysts shedding light on the company’s recent developments.

Caixin Global reports on Uber’s partnership with Chinese autonomous driving startup WeRide Corp., highlighting their collaboration to introduce self-driving taxis on Uber’s global platform, starting in Abu Dhabi by the year’s end. Meanwhile, Baptista Research‘s analysis focuses on Uber’s strong performance in the second quarter of 2024, showcasing a solid growth trajectory with a significant 21% increase in gross bookings and expansion in both user base and frequency of use. These reports provide valuable insights into Uber’s advancements in autonomous vehicle technology and its resilience in the face of global economic uncertainties.


A look at Uber Technologies Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth5
Resilience3
Momentum3
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Uber Technologies Inc, a leading provider of ride-hailing services, has shown a strong long-term outlook as per the Smartkarma Smart Scores. With high ratings in Growth, Resilience, and Momentum, the future looks promising for the company. The Growth score of 5 reflects Uber’s potential for expansion and development in the market, while its Resilience score of 3 indicates its ability to withstand challenges effectively. Additionally, the Momentum score of 3 suggests that Uber is gaining positive traction in its operations. Despite lower scores in Value and Dividend, the overall outlook for Uber Technologies appears bright.

Uber Technologies Inc, known for its innovative applications in road transportation and ride-sharing, continues to cater to customers worldwide. The company’s commitment to providing efficient navigation and convenient payment processing solutions has positioned it as a key player in the industry. With a solid foundation in place and high ratings in critical areas like Growth, Resilience, and Momentum, Uber Technologies is poised for continued success in the evolving market of ride-hailing services. Investors may find the company’s overall outlook appealing, considering its strong performance across key factors influencing its future prospects.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Timken Co (TKR) Earnings: 4Q Adjusted EPS Surpasses Estimates with a Promising 2025 Outlook

By | Earnings Alerts
  • Timken’s fourth quarter adjusted earnings per share (EPS) exceeded expectations at $1.16, compared to the estimated $0.99.
  • The company matched net sales estimates with $1.07 billion reported.
  • Timken outperformed in adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda) with $178.2 million, against an estimate of $159.3 million.
  • Operating income came in slightly higher at $113.0 million, compared to the forecasted $111.3 million.
  • Cash flow from operations was reported at $178.5 million, missing the expected $205.8 million.
  • The company recorded free cash flow at $124.9 million.
  • For 2025, Timken estimates earnings per diluted share in the range of $4.30 to $4.80 and adjusted earnings per share between $5.30 and $5.80.
  • Timken attributes performance success to its diverse product portfolio, innovative technology, and strong performance culture.
  • Future margin improvements and increased free cash flow are anticipated through cost-reduction efforts and better working capital management.
  • The company has a consistent analyst rating with 6 buys, 6 holds, and no sells recorded.

Timken Co on Smartkarma

Independent analysts on Smartkarma, like Baptista Research, are closely following Timken Co, a significant player in the industrial sector. According to Baptista Research‘s report titled “The Timken Company: Expanding Capacity in Emerging Markets For A Competitive Edge! – Major Drivers,” Timken Co‘s third-quarter earnings in 2024 revealed a mixed performance influenced by macroeconomic factors. Despite a 1.4% revenue decline to $1.13 billion and a decrease in adjusted earnings per share to $1.23, the company faces challenges like softer industrial markets and higher logistics costs.

Another insightful report by Baptista Research, “The Timken Company: Initiation Of Coverage – Expanding Industrial Motion Revenue and Market Presence Catalyzing Growth! – Major Drivers,” highlights Timken Co‘s prowess in the industrial sector. Although a 7% revenue drop was reported in the second quarter of 2024 due to decreased demand in the renewable energy sector, Timken Co experienced organic growth in areas such as rail, aerospace, and industrial distribution. This positive growth outlook amid challenges showcases the company’s resilience and market presence.


A look at Timken Co Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth3
Resilience3
Momentum3
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on Smartkarma Smart Scores, Timken Co has a balanced outlook across multiple factors. With consistent scores of 3 across Value, Dividend, Growth, Resilience, and Momentum, the company demonstrates stability and moderate performance in key areas. These scores suggest that Timken Co is positioned with a steady value proposition, a reliable dividend payment track record, potential for growth, resilience in challenging environments, and a stable momentum in its operations.

The Timken Company, known for manufacturing and distributing various types of bearings and power transmission components, appears to have a solid foundation for long-term success. The consistent scores across different categories indicate a well-rounded approach to its operations, which could bode well for its future prospects and overall performance in the market.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Marketaxess Holdings (MKTX) Earnings: January Sees Total Average Daily Volume at $38.93B

By | Earnings Alerts
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  • MarketAxess reported a total average daily trading volume of $38.93 billion in January 2025.
  • The average daily volume for US high grade bonds stood at $6.9 billion.
  • US high yield bonds had an average daily trading volume of $1.3 billion.
  • Emerging markets bonds saw an average daily trading volume of $3.6 billion.
  • Eurobond trading recorded an average daily volume of $2.1 billion.
  • Analyst recommendations include 5 buys, 10 holds, and 1 sell rating.

“`


A look at Marketaxess Holdings Smart Scores

FactorScoreMagnitude
Value2
Dividend3
Growth3
Resilience4
Momentum3
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

MarketAxess Holdings, Inc., known for its electronic bond trading platform, is poised for a steady long-term outlook according to Smartkarma Smart Scores. With a Value score of 2, the company is deemed to have potential in terms of its stock value relative to its price. Additionally, MarketAxess Holdings received a Dividend score of 3, indicating a moderate outlook for dividend payouts, which could attract income-oriented investors. Combined with Growth and Momentum scores of 3 each, the company shows promise in terms of expanding its market presence and maintaining a positive trajectory in the market. Notably, MarketAxess Holdings scored a solid 4 in Resilience, signifying its ability to weather market uncertainties and challenges effectively.

Overall, MarketAxess Holdings seems to present a balanced outlook for investors looking at the long term, backed by its strong focus on bond trading technology. The company’s innovative approach to price discovery and trade execution services for institutional and broker-dealer clients sets it apart in the market. With favorable scores in key areas such as Resilience and Growth, MarketAxess Holdings appears well-positioned to navigate market fluctuations and capitalize on growth opportunities within the bond trading sector, offering investors a promising investment option for the future.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Evercore Partners Inc Cl A (EVR) Earnings: 4Q Adjusted EPS Surpasses Expectations with a 24% Revenue Increase

By | Earnings Alerts
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  • Evercore’s adjusted earnings per share (EPS) for the fourth quarter is $3.41, significantly higher than the previous year’s $2.02 and the estimate of $2.83.
  • The company’s adjusted net revenue has increased by 24% year-over-year, reaching $980.5 million, surpassing the estimate of $889.4 million.
  • Adjusted net revenue from investment banking advisory fees rose by 29% year-over-year to $849.6 million, exceeding the estimate of $755.6 million.
  • Revenue from investment banking underwriting fees saw a 38% increase year-over-year, amounting to $26.4 million, although this was below the estimated $32.3 million.
  • Investment banking commissions and related revenue slightly exceeded estimates, growing by 3.7% year-over-year to $58.0 million against an estimate of $57.9 million.
  • Adjusted operating income jumped by 76% year-over-year to $217.7 million, well above the estimate of $183 million.
  • The adjusted compensation ratio improved to 65.2% from the previous year’s 70.8%.
  • Cash and cash equivalents increased by 46% year-over-year to $873.0 million.
  • Analyst recommendations consist of 5 buys, 5 holds, and 1 sell.

“`


A look at Evercore Partners Inc Cl A Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth3
Resilience5
Momentum4
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Evercore Partners Inc Cl A, an investment banking boutique, exhibits a promising long-term outlook based on its Smartkarma Smart Scores. With a solid Resilience score of 5, the company demonstrates strong capability to weather economic uncertainties and fluctuations in the market. This resilience factor is further complemented by a robust Momentum score of 4, indicating positive forward traction in its operations. Moreover, Evercore Partners Inc Cl A shows potential for Growth with a score of 3, reflecting opportunities for expansion and development.

In terms of Value and Dividend, Evercore Partners Inc Cl A scores moderately at 2 for both factors. While there may be areas for improvement in these aspects, the company’s overall outlook appears favorable, particularly in terms of resilience, momentum, and growth potential. As an investment banking firm offering advisory services and private equity fund management, Evercore is positioned to capitalize on its strengths and navigate challenges effectively in the long run.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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The Walt Disney Co (DIS) Earnings: 1Q Adjusted EPS Surpasses Estimates with Strong Revenue Growth

By | Earnings Alerts
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  • Disney reported an adjusted EPS of $1.76, exceeding the estimated $1.42 and the previous year’s $1.22.
  • Revenue reached $24.69 billion, a 4.8% increase year-over-year, beating the estimate of $24.57 billion.
  • Entertainment revenue grew by 8.9% to $10.87 billion, slightly missing the $11 billion estimate.
  • Sports revenue was $4.85 billion, a small 0.3% increase, surpassing the $4.7 billion estimate.
  • Experiences revenue increased by 3.1% to $9.42 billion, above the estimate of $9.3 billion.
  • Eliminations revenue decreased by 12% to -$447 million, with the estimate being -$391.5 million.
  • Total segment operating income was $5.06 billion, marking a substantial 31% rise year-over-year, outperforming the $4.28 billion estimate.
  • Entertainment operating income soared by 95% to $1.70 billion, surpassing the $1.45 billion estimate.
  • Sports operating income was $247 million compared to a loss of $103 million the previous year.
  • Experiences operating income slightly increased by 0.2% to $3.11 billion, exceeding the estimate of $2.99 billion.
  • Disney+ subscribers totaled 124.6 million, slightly down from 125.3 million quarter-over-quarter.
  • Domestic Disney+ subscribers reached 56.8 million, above the estimate of 55.67 million.
  • International Disney+ subscribers were 67.8 million, surpassing the estimate of 63.77 million.
  • Total Hulu subscribers amounted to 53.6 million, above the estimate of 52.34 million.
  • Hulu SVOD only subscribers were 49 million, beating the estimate of 47.26 million.
  • Hulu Live TV + SVOD subscribers stood at 4.6 million, slightly below the estimate of 4.63 million.
  • Hulu SVOD only ARPU was $12.52, under the estimated $12.84.
  • Hulu Live TV + SVOD ARPU was $99.22, exceeding the estimate of $97.98.
  • In the second quarter, Disney anticipates a modest decline in Disney+ subscribers quarter-over-quarter.
  • Sports operating income is expected to be negatively impacted by $100 million due to college sports and additional NFL games, and $50 million from exiting Venu Sports JV.
  • Disney has scrapped the Venu Sports streaming plan with Fox and Warner Bros.
  • There are anticipated Disney Cruise Line pre-opening expenses of about $40 million within the experiences segment.
  • For the year, Disney expects high-single-digit adjusted EPS growth, around 8.1%.
  • Cash flow from operations is projected to be approximately $15 billion, close to the $15.09 billion estimate.
  • Entertainment operating income growth is forecasted to be in the double-digit percentage range, estimated at 15.7%.
  • Entertainment direct-to-consumer operating income is expected to be around $875 million.
  • Sports operating income growth is projected at 13%, slightly above the 11.8% estimate.
  • Experiences operating income is anticipated to grow between 6% and 8%, near the 6.1% estimate.
  • Disney projects about $200 million in pre-opening expenses for the Disney Cruise Line.
  • An equity loss of approximately $300 million is expected due to the purchase accounting of Star India’s deconsolidation.

“`


The Walt Disney Co on Smartkarma

Analyst coverage on The Walt Disney Co on Smartkarma showcases a mix of bullish sentiments and insightful observations. Baptista Research delves into Disney’s strategic moves, highlighting the transformative potential of the Hulu+FuboTV merger in the streaming space. Their analysis underscores Disney’s aim for substantial growth and market influence through innovative initiatives.

In a different light, Value Investors Club emphasizes Disney’s resilience amidst pandemic challenges, noting strong pre-tax earnings and the company’s transition towards a direct-to-consumer model for long-term profitability. This balanced view aligns with the broader investment perspective on Disney’s evolving business model and long-term potential for investors at the current share price of $89. with HTML tags for paragraphs.


A look at The Walt Disney Co Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth4
Resilience3
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, The Walt Disney Company seems to have a positive long-term outlook. With a strong momentum score of 5, the company appears to be performing well in terms of market trends and investor sentiment. Additionally, a growth score of 4 indicates that The Walt Disney Co is positioned for future expansion and development in its various business segments. These factors suggest that the company may continue to see growth and success in the foreseeable future.

In addition, The Walt Disney Company has decent scores across value, dividend, and resilience factors, with scores of 3 for value and resilience, and 2 for dividend. This indicates that the company is considered to have moderate value, stability, and potential for dividend payouts. Overall, The Walt Disney Co‘s diversified operations in media networks, studio entertainment, theme parks, consumer products, and interactive media provide a solid foundation for continued success in the entertainment industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Capri Holdings (CPRI) Earnings: Q3 Adjusted EPS Falls Short of Estimates

By | Earnings Alerts
  • Adjusted earnings per share (EPS) were 45 cents, significantly down from $1.20 the previous year and below the estimated 64 cents.
  • The company reported a loss per share of $4.61, contrasting with an EPS of 88 cents in the previous year.
  • Revenue was reported at $1.26 billion, representing a 12% decrease from the previous year and meeting the estimated $1.26 billion.
  • Michael Kors revenue reached $909 million, down 12% year-over-year, slightly above the estimate of $899.2 million.
  • Versace’s revenue was $193 million, a 15% decline year-over-year, slightly exceeding the estimate of $191.2 million.
  • Jimmy Choo generated $159 million in revenue, a 4.2% decrease year-over-year, falling short of the estimate of $165.6 million.
  • Adjusted net income was $54 million, a significant 62% decrease year-over-year, and below the estimated $75.5 million.
  • The total number of stores was 1,205, a 5.1% decrease compared to the previous year.
  • Versace stores increased slightly by 0.4% to 234, below the estimate of 238.29 stores.
  • Jimmy Choo stores decreased by 5.5% to 224, under the estimate of 227.57 stores.
  • Michael Kors stores fell by 6.6% to 747, not meeting the estimated 749.17 stores.
  • John D. Idol, Capri Holdings’ Chairman and CEO, expressed disappointment with the challenging quarter results.
  • Analyst recommendations were 7 buys and 10 holds, with no sell recommendations.

Capri Holdings on Smartkarma

Analysts at Baptista Research have provided insightful coverage of Capri Holdings Limited on Smartkarma, highlighting important drivers influencing the company’s growth trajectory. In one report titled “Capri Holdings Limited: Cost Structure Optimization As A Pivotal Factor Driving Growth! – Major Drivers,” the analysts noted the mixed financial results for the fourth quarter and the full fiscal year 2023. Despite facing economic challenges, the luxury brands under Capri Holdings showed resilience, with revenue increasing in high single digits and earnings per share growing in mid-single digits on a constant-currency basis. However, the wholesale channel fell below expectations.

In another report titled “Capri Holdings Limited: Expansion of Direct-to-Consumer Channels and E-Commerce! – Major Drivers,” Baptista Research discussed the company’s revenue growth and earnings per share rise in the fourth quarter and full fiscal year 2023. Although initial expectations were not fully met, the expansion of direct-to-consumer channels and e-commerce presented significant areas of strength for Capri Holdings. This coverage provides investors with valuable insights into the performance and strategic focus of Capri Holdings in navigating evolving market conditions.


A look at Capri Holdings Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth2
Resilience2
Momentum2
OVERALL SMART SCORE2.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Capri Holdings Limited, a company specializing in luxury apparel retail, presents a mixed outlook based on the Smartkarma Smart Scores. With a value score of 3, Capri Holdings demonstrates fair potential in terms of its underlying value. However, the company’s dividend score of 1 suggests a lower level of return to shareholders in the form of dividends. The growth score of 2 indicates moderate prospects for future expansion, while resilience and momentum scores of 2 point towards average stability and momentum in the market for Capri Holdings.

In summary, Capri Holdings caters to a global clientele with a wide range of luxury fashion products. Despite a varied performance across different factors, the company’s overall outlook reflects a blend of opportunities and challenges. Investors may consider a cautious approach given the mix of scores across value, dividend, growth, resilience, and momentum for Capri Holdings.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Bio Techne Corp (TECH) Earnings: 2Q Adjusted EPS Surpasses Estimates with Strong Sales Growth

By | Earnings Alerts
  • Bio-Techne’s 2Q adjusted EPS was 42 cents, beating both last year’s 40 cents and the estimated 39 cents.
  • The company reported net sales of $297.0 million, marking a 9% increase year-over-year, surpassing the estimated $285.9 million.
  • Protein Sciences division reported net sales of $211.6 million, a 7% increase year-over-year, beating the estimated $202.9 million.
  • Diagnostics & Genomics division achieved net sales of $84.1 million, up 12% year-over-year, exceeding the expected $83 million.
  • Intersegment revenue was reported at -$0.5 million, a 5% decrease year-over-year, against the estimate of $79,780.
  • The company focused on profitability, achieving a 30.1% adjusted operating margin, which is a sequential increase of 110 basis points.
  • Market analyst ratings include 11 buy recommendations, 5 hold recommendations, and 0 sell recommendations for Bio-Techne.

Bio Techne Corp on Smartkarma

Analyst coverage of Bio-Techne Corporation on Smartkarma, an independent investment research network, includes insights from Baptista Research. In a report titled “Bio-Techne Corporation: An Insight Into Its Market Position & Product Expansion in Diagnostics and Spatial Biology! – Major Drivers,” Baptista Research highlights the company’s solid performance in the first quarter of Fiscal Year 2025, driven by a 4% year-over-year organic revenue growth. The report examines factors influencing the company’s future stock price and conducts an independent valuation using a Discounted Cash Flow (DCF) methodology.

Another report by Baptista Research, “Bio-Techne Corporation: Enhanced Investment in Molecular Diagnostics,” discusses the company’s earnings call for the fourth quarter of fiscal year 2024. Despite a challenging external environment with reduced biotech funding, Bio-Techne demonstrated strategic execution and achieved a modest 1% year-over-year organic revenue growth. Baptista Research analyzes potential influences on the company’s stock price in the near future and performs a valuation using a DCF methodology.


A look at Bio Techne Corp Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth3
Resilience3
Momentum3
OVERALL SMART SCORE2.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores for Bio Techne Corp, the company shows a moderate overall outlook. With a Value score of 2 and Dividend score of 2, Bio Techne Corp may not be considered a top choice for value and dividend investors. However, the company’s Growth score of 3 reflects positive potential for expansion in the future, indicating opportunities for increasing revenues and market presence. Additionally, both Resilience and Momentum scoring a 3 suggest that Bio Techne Corp has shown stability in weathering market fluctuations and has demonstrated positive performance trends that could attract investors seeking long-term growth.

Specializing in biotechnology products and clinical diagnostic controls, Bio Techne Corp focuses on proteins, cytokines, growth factors, immunoassays, and small molecules. Overall, while the company’s Smartkarma Smart Scores highlight areas for improvement, particularly in Value and Dividend factors, its strengths in Growth, Resilience, and Momentum indicate a promising long-term outlook for investors looking for potential growth opportunities in the biotechnology sector.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.


 

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