Heute:
- $PG (-3,56%) Procter & Gamble Q3'25 Earnings Highlights
- EPS: $1.54 (Est. $1.55) ❌
- Revenue: $19.78B (Est. $20.36B) ❌; DOWN -2% YoY
- Organic Sales: +1% YoY
- $CMCSA (-4,64%) Comcast Q1 2025 Earnings Highlights
- Adjusted EPS: $1.09 (Est. $0.99) ✅; UP +4.5% YoY
- Revenue: $29.89B (Est. $29.8B) ✅; DOWN -0.6% YoY
- Domestic Broadband Net Loss: -199K (Est. -144K) ❌
- $HAS (+15,15%) Hasbro Q1 2025 Earnings Highlights
- EPS: $0.70 (Est. $0.69) ✅
- Revenue: $887.1M (Est. $771.15M) ✅; UP +17% YoY
- Operating Profit: $171M (19.2% margin)
- Adjusted Operating Profit: $222M (25.1% margin); UP +5.5pp YoY
- Operating Cash Flow: $138M (vs. $178M YoY)
- Returned $98M to shareholders via dividends, reduced debt by $50M
- $MRK (+0,79%) Q1 2025 Earnings Highlights
- Adjusted EPS: $2.22 (Est. $2.13) ✅; UP +7% YoY
- Revenue: $15.53B (Est. $15.33B) ✅; DOWN -2% YoY, UP +1% ex-FX
- Gross Margin: 78.0% (vs. 77.6% YoY) ✅
- $PEP (-5,42%) PepsiCo Q1'25 Earnings Highlights
- Core EPS: $1.48 (Est. $1.49) ❌; DOWN -4% YoY
- Revenue: $17.92B (Est. $17.78B) ✅
- Organic Revenue Growth: +1.2% YoY
- $AAL (+1,98%) American Airlines Q1'25 Earnings Highlights
- Revenue: $12.60B (Est. $12.68B) ❌
- Adj. EPS: ($0.59) (Est. ($0.62)) ✅
- Passenger Rev: $11.39B (Est. $11.36B) ✅
- Load Factor: 80.6% (Est. 81.9%) ❌
- ASM: 69.90B (Est. 69.91B) 🟡
- Withdrew FY guidance due to macro uncertainty
- Previously guided FY25 EPS: $1.70–$2.70
Gestern Abend:
- $NOW (+4,78%) ServiceNow Q1'25 Earnings Highlights
- Adj EPS: $4.04 (Est: $3.83) ✅
- Total Revenue: $3.09B (Est: $3.08B) ✅; UP +18.5% YoY
- Subscription Revenue: $3.01B (Est: $3.00B) ✅; UP +19% YoY
- Adjusted Gross Profit: $2.54B (Est: $2.53B) ✅
- Adjusted Gross Margin: 82% (Est: 81.8%) ✅; DOWN from 83% YoY
- Adjusted Subscription Gross Margin: 84.5% (Est: 83.9%) ✅; DOWN from 86% YoY
- Adj. Free Cash Flow: $1.48B (Est: $1.32B) ✅; UP +21% YoY
$CMG (+4,01%) Chipotle Q1'25 Earnings Highlights
- Revenue: $2.88B (Est: $2.94B) ❌ ; UP +6.4% YoY
- Adj EPS: $0.29 (Est: $0.28) ✅; UP +7.4% YoY
- Comparable Sales: DOWN -0.4% (Est: +1.74%) ❌
- Operating Margin: 16.7% (Est: 16.4%) ✅; UP +40 bps YoY
- Restaurant-Level Margin: 26.2% (Est: 25.9%) ✅; DOWN -130 bps YoY
- Average Restaurant Sales: $3.19M (Est: $3.17M) ✅
- Digital Sales Mix: 35.4% of total food & beverage revenue
$IBM (-1,96%) Q1'25 Earnings Highlights
- Revenue: $14.54B (Est: $14.41B) ✅; UP +0.5% YoY
- Operating EPS: $1.60 (Est: $1.42) ✅; DOWN -5% YoY
- Adj Gross Margin: 56.6% (Est: 55.6%) ✅; UP +190 bps YoY
- $LRCX (+2,36%) Q3'25 Earnings Highlights
Key Metrics
- EPS (Non-GAAP): $1.04 (Est: $1.00) ✅; UP +14% QoQ
- Revenue: $4.72B (Est: $4.63B) ✅; UP +8% QoQ
- $TXN (+0,77%) Instruments Q1'25 Earnings Highlights
- EPS: $1.28 (Est: $1.06) ✅; UP +7% YoY
- Revenue: $4.07B (Est: $3.91B) ✅; UP +11% YoY
- Operating Profit: $1.32B (Est: $1.18B) ✅; UP +3% YoY
