Quarterly figures from 27.10.2022...

Amazon, Apple 📉🔥💥, T-Mobile US , Intel 📈❤️⤵️

Some figures were announced in this morning's post:

https://app.getquin.com/activity/PkJeFBqydK?lang=de&utm_source=sharing

Feel free to leave another like, would be very happy as the morning posts also take a lot of effort. I'm currently planning to expand them further with links etc. But I still need some time for that. But now to today's figures:

$INTC (-4,8%)
Intel:

Third quarter EPS of $0.59 beats analyst estimates of $0.34. Revenue of $15.3 billion below expectations of $15.43 billion. Intel with downside guidance for the fourth quarter. Sees EPS of $0.20 (consensus $0.68) and revenue of $14-15bn (consensus $16.43bn).

$AMZN (-2,35%)
Amazon:

Third quarter EPS of $0.28 beats analyst estimates of $0.22. Sales of $127.1 billion below expectations of $127.76 billion. Amazon with downside guidance for the fourth quarter. Sees sales of $140-148bn (consensus $155.37bn).

$AAPL (-0,42%)
Apple:

Apple fourth quarter EPS of $1.29 beats analyst estimates of $1.26. Revenue of $90.1 billion beats expectations of $88.76 billion. Apple iPhone fourth quarter revenue at $42.6 billion (consensus estimate $43.4 billion, prior year $38.9 billion). Apple Mac revenue in the fourth quarter at 11.5 billion dollars (consensus estimate 9.4 billion, previous year 9.2 billion). Apple Wearables revenue in the fourth quarter at 9.7 billion dollars (consensus estimate 9.0 billion, previous year 8.8 billion). Apple iPad revenue in the fourth quarter at 7.2 billion dollars (consensus estimate 7.8 billion, previous year 8.3 billion). Apple service revenue in the fourth quarter at 19.2 billion dollars (consensus estimate 20.4 billion, previous year 18.3 billion).

$TMUS (+0,07%)
T-Mobile US:

Third quarter earnings per share of $0.40, beating analyst estimates of $0.39. Revenue of $19.48 billion, below expectations of $20.02 billion.

$S92 (-0,35%)
SMA Solar:

is raising its earnings forecast for the current year and now expects EBITDA of 60-75 million euros, up from 10-60 million previously.

The reasons for the forecast increase are the continued high order intake and a gradually improving supply of electronic components. In addition, a special effect in the lower double-digit million euro range from a real estate sale had a positive impact on earnings in the third quarter. (I had just sold at € 62)

$WDC (-6,57%)
Western Digital:

Misses analysts' estimates of $0.41 in the first quarter with earnings per share of $0.20. Revenue of $3.74 billion above expectations of $3.64 billion.

$MA (+1,21%)
MasterCard:

Third quarter earnings per share of $2.68 beat analyst estimates of $2.57. Revenue of $5.8 billion beat expectations of $5.65 billion.

$TTE (+0%)
TotalEnergies SE:

misses analysts' estimates of $3.99 in the third quarter with earnings per share of $3.83. Sales of $64.92 bn below expectations of $79.43 bn.

$TROW (-0,28%)
T. Rowe Price Group Inc:

Third quarter earnings per share of $1.86 beat analyst estimates of $1.85. Revenue of $1.59 billion beat expectations of $1.55 billion.

$MO (-0,39%)
Altria Group Inc:

Third-quarter EPS of $1.28 misses analysts' estimates of $1.30. Revenue of $6.55 billion beats expectations of $5.6 billion.

$CMCSA (-1,74%)
Comcast Corp. Class A:

Third-quarter EPS of $0.96 beat analysts' estimates of $0.90. Revenue of $29.85 billion beat expectations of $29.75 billion.

$MCD (+1,12%)
McDonald's Corp:

Third-quarter EPS of $2.68 beat analysts' estimates of $2.59. Revenue of $5.87 billion beat expectations of $5.72 billion.

$SWK (-0,02%)
Stanley Black & Decker Inc:

Third quarter EPS of $0.76 beat analyst estimates of $0.72. Revenue of $4.1 billion beat expectations of $4 billion.

$CAT (-3,04%)
Caterpillar Inc:

Third-quarter EPS of $3.95 beat analysts' estimates of $3.17. Revenue of $15 billion beat expectations of $14.15 billion.

$MRK (+2,09%)
Merck & Co. Inc:

Third-quarter EPS of $1.85, beating analysts' estimates of $1.75. Revenue of $15 billion, above expectations of $14.07 billion. Merck & Co. raises 2022 outlook, seeing revenue at $58.5 billion to $59.0 billion (previously: $57.5 billion to $58.5 billion) and adjusted EPS at $7.32 to $7.37 (previously: $7.25 to $7.35).

$LIN
Linde:

Achieves Q3 sales of $8.8 bn (PY: $7.68 bn, analyst forecast: $8.34 bn), operating profit of $1.6 bn (PY: $1.3 bn) and adjusted net income of $1.55 bn (PY: $1.42 bn, forecast: $1.47 bn). In its outlook for 2022, Linde expects adjusted earnings per share of $11.93 to $12.03 (previously: $11.73 to $11.93).

$BEI (-0,65%)
Beiersdorf:

Achieves Q1-3 sales of €6.7 billion (organic +11.1%), sales growth in the Consumer business segment to €5.4 billion (organic +11.7%), organic growth across all brands: NIVEA +10.8 %, Derma +25.3 %, La Prairie +5.5 %, Healthcare +12.8 %; the tesa business segment achieved sales of €1.3 billion, organically +8.3 %. Beiersdorf expects organic sales growth of between 7% and 9% for tesa for the full year 2022. The operating EBIT margin of the current business excluding special effects is expected to be only slightly below the previous year, despite the high raw material and transportation costs.

$KU2
KUKA:

achieved an order intake of €3.68 billion (previous year: €2.69 billion), sales of €2.76 billion (previous year: €2.35 billion), EBIT of €80.9 million (previous year: €45.5 million), EBITDA of €174.3 million (previous year: €137.2 million) and earnings after tax of €66.7 million (previous year: €29.8 million) in the 1st to 3rd quarter. KUKA is adjusting its guidance for the 2022 financial year. Order intake will exceed €3.9 billion (more than 10% above the previous year's figure). Sales revenue will exceed €3.6 billion (more than 10% above the previous year's figure) The forecast for the EBIT margin has been specified and will be around 3.0%.

$ULVR (-0,71%)
Unilever:

is again raising its sales forecast. Organic growth of more than 8 % is now expected for the year as a whole (previously: 4.5 to 6.5 %).

$MTX (+0,73%)
MTU:

achieved sales of €1.349 billion in the 3rd quarter (previous year: €1.004 billion, analyst forecast: €1.315 billion), EBIT (adjusted) of €158 million (previous year: €117 million, forecast: €153 million), an EBIT margin of 11.7% (previous year: 11.7%, forecast: 11.6%) and net profit (adjusted) of €113 million (previous year: €85 million, forecast: €111 million). In the outlook for 2022, the company now expects sales of €5.4 to €5.5 billion (forecast: €5.282 billion) and an increase in EBIT (adjusted) in the low 30s percent range.

$HFG (+0,28%)
HelloFresh:

achieved sales of €1.86 billion in Q3 (previous year: €1.42 billion, analyst forecast: €1.8 billion), Ebitda (adjusted) of €71.8 million (previous year: €79.8 million, analyst forecast: €75.6 million) and an Ebitda margin (adjusted) of 3.9% (previous year: 5.6%). The number of active customers was reported at 7.51 million (previous year: 6.94 million, forecast: 7.5 million), the number of orders at 29.03 million (previous year: 27.59 million).

$NEM (+0,13%)
Nemetschek:

achieved revenue of €202.8 million in Q3 (previous year: €169.3 million, analyst forecast: €199 million), EBITDA of €62.9 million (previous year: €54.4 million, forecast: €62 million), an EBITDA margin of 31.0% (previous year: 32.1%, forecast: 31.1%) and net profit of €38.8 million (previous year: €34.2 million, forecast: €36.4 million). Outlook for 2022 confirmed.

$KGX (-2,77%)
KION:

achieved revenue of €8.24 million in the 1st to 3rd Quarter revenue of €8.24 billion (PY: €7.5 billion, analyst forecast: €8.1 billion), order backlog of €7.7 billion (end of 2021: €6.66 billion), EBIT margin of 2.6% (PY: 9.2%, forecast: 2.3%), an EBIT (adjusted) of €210.6 million (previous year: €691.1 million, forecast: €189 million) and a net profit of €66.9 million (previous year: €430.8 million, forecast: €35 million). Kion intends to withdraw completely from Russian business. Outlook confirmed.

$LHA (+4,2%)
Lufthansa:

Achieves Q3 revenue of €10.06bn (PY: €5.20bn, preliminary: €10.1bn), EBIT (adjusted) of €1.132bn (PY: €251m), adjusted free cash flow of €410bn (PY: €43m, preliminary: €400m) and net profit of €809m (PY: -72m). In the outlook, the company sees itself on course for medium-term targets for 2024.

$SOW
Software AG:

achieved revenue of €221.4 million in Q3 (previous year: €198 million, analyst forecast: €225 million), an Ebita margin of 16.6% (previous year: 16.8%, forecast: 13.9%), an Ebita (adjusted, organic) of €35.3 million (previous year: €33.3 million, forecast: €31.3 million) and a net loss of €10.8 million (previous year: €16.3 million). Outlook for 2022 confirmed.

$WCH (+3,9%)
Wacker Chemie:

achieved Q3 sales of €2.13 billion (€1.66 billion, analyst forecast: €2.13 billion), EBITDA of €457 million (previous year: €449.6 million, forecast: €499.3 million) and net income of €258.9 million (previous year: €264.5 million, forecast: €291.1 million). In the outlook for 2022, the company now expects EBITDA in the range of €2.1 to €2.3 billion (previously: €1.8 to €2.3 billion) and revenue unchanged in the range of €8.0 to €8.5 billion.

$AIXA (-4,16%)
Aixtron:

achieves Q3 revenue of €88.9m (previous year: €130.8m, analyst forecast: €127.7m), order intake of €142.8m (previous year: €114.2m), EBIT of €16.2m (previous year: €36.2m, forecast: €30.8m) and net profit of €19.1m (previous year: €31.4m). In the outlook for 2022, Aixtron raises the forecast for order intake from €540m to €600m (previously: €520m to €580m).

#amazon
#intel
#tmobile
#unilever
#lufthansa
#hellofresh
#linde
#quartalszahlen
#news
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#aktien
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#lernen

Enrique@Dividenden_Monteur

3Anno

I hope Caterpillars runs back again something 😂 Interim +11% is already violent 📈

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Martin von mit Verstand zum Kapital@MitVerstandzumKapital

@Der_Dividenden_Monteur The outlook and order situation is very strong and the economy is booming, so CAT engines are always needed. The ships we build always have engines from CAT in them. They are right next to our shipyard here with their engines!

@MitVerstandzumKapital yes I know🤓 had written in insta times about it And other uferseite would have to be Liebherr, right?

@Der_Dividenden_Monteur that's exactly how it is. I'm practically looking at it.

Homer@Simpson

Thanks for the summary, please keep ☺️👍

@Simpson thank you, I'll try. Was yesterday after 22 clock almost a bit stressful and at 20 clock I had to slow down a bit. Would have been able to bring much more pay in here, but have tried to limit myself. Therefore, I hope for comments in this and in the morning post that I then generally know on which are worth 👍🔥 Then we can at least torch together, like last night 😂🥳

Hendrik@hendrik_lmr

Thanks for the effort 💪🏽💪🏽 I will stop by again in an hour

@hendrik_lmr Well, let's see what Amazon and Apple do. But I'm also very curious about Intel.

TomTurboInvest@TomTurboInvest

$AMZN -21% at the end of the trading day is a lot - just sold in August - you could get in again 🧐

@TomTurboInvest Think that this discount is exaggerated. Clearly, the outlook for Q4 is worse than usual and the Christmas business is not as strong, because people will spend less money due to inflation, but 25% is somewhat exaggerated!

@MitVerstandzumKapital I have already expected a setback to the Q3 figures, so I have also sold completely in August at just under 142 €. At this extreme discount, however, I plan to get back in, let's wait and see today - at least the opening bell..,

@TomTurboInvest Yes, you'd better do that. Find it generally also just interesting, but will not reach in there. But who is not yet invested and wanted to get in or wants to get in again, has now of course ne great opportunity!

Toni M.@INOT

Amazon is on its way to the Titanic👇

@INOT Oh yes.... Outlook for Q4 not good... but the discount is exaggerated!

@MitVerstandzumKapital yes I also see so at the discount I thought Amazon had filed for bankruptcy.

Lucrash@KapriolenCapital

And they said crypto would be volatile ahahhahah

@KapriolenCapital Mad or.... Outlook for the 4th quarter lowered. Christmas business is not expected to be good, but 25%?

••

@MitVerstandzumKapital Yes crazy good, this should be the washout I was waiting for. Everyone who wanted out should now be out. A weakening cloud business should unfortunately remain the trend for now. But already madness to imagine how much money was moved there in a few seconds 👀

@KapriolenCapital Apple also very interesting. Have now all the numbers inside!

@MitVerstandzumKapital I guess that's right, thanks for your effort!