MarketTwits
262K subscribers
77.8K photos
2.89K videos
1.1K files
82.2K links
Вся информация на канале не является рекомендацией

связь - @MarketTwits_info
связь - [email protected]
VK - https://vk.com/id635239814

в подборках не участвуем, партнерки не практикуем, свой канал не рекламируем, менеджеры по рекламе не нужны
Download Telegram
🇺🇸#отчетности #сша

#DHR Danaher Q1 2019 Results:
- Q1 Adj EPS Cont Ops $1.07 EST $1.02
- Q1 Sales $4.9Bln Est $4.79Bln

#HON Honeywell Q1 2019 Results:
- Q1 Adj EPS $1.92 EST $1.83 Boost Year Forecast
- Q1 Sales $8.88Bln EST $8.63Bln
- Sees FY Adj EPS $7.90 To $8.15 Prev Saw $7.80 To $8.10 EST $7.98
- Sees FY Sales $36.5Bln To $37.72Bln Prev Saw $36Bln To $36.9Bln

#SLB Schlumberger Q1 2019 Results:
- Q1 Adj EPS 30C EST 30C
- Q1 Rev $7.88Bln EST $7.80Bln

#TRV Travellers Q1 2019 Results:
- Q1 Core EPS $2.83 EST $2.74
- Q1 Rev $7.67Bln EST $7.62Bln

#PM Phillips Morris Q1 Q1 2019 Results:
- Q1 Adj EPS $1.09 EST $1
- Q1 Rev EX Excise taxes $6.75Bln EST $6.74Bln
🇺🇸🇺🇸#отчетности #сша - RECAP перед открытием США

#DHR Danaher Q1 2019 Results:
- Q1 Adj EPS Cont Ops $1.07 EST $1.02
- Q1 Sales $4.9Bln Est $4.79Bln

#HON Honeywell Q1 2019 Results:
- Q1 Adj EPS $1.92 EST $1.83 Boost Year Forecast
- Q1 Sales $8.88Bln EST $8.63Bln
- Sees FY Adj EPS $7.90 To $8.15 Prev Saw $7.80 To $8.10 EST $7.98
- Sees FY Sales $36.5Bln To $37.72Bln Prev Saw $36Bln To $36.9Bln

#SLB Schlumberger Q1 2019 Results:
- Q1 Adj EPS 30C EST 30C
- Q1 Rev $7.88Bln EST $7.80Bln

#TRV Travellers Q1 2019 Results:
- Q1 Core EPS $2.83 EST $2.74
- Q1 Rev $7.67Bln EST $7.62Bln

#PM Phillips Morris Q1 Q1 2019 Results:
- Q1 Adj EPS $1.09 EST $1
- Q1 Rev EX Excise taxes $6.75Bln EST $6.74Bln

#UNP Union Pacific Q1 2019 Results:
- Q1 Operating Rev $5.4Bln EST $5.49Bln
- Q1 EPS $1.93 EST $1.88

#AMX American Express Q1 2019 Results:
-Q1 Adj. EPS $2.01 (est $1.99)
-Q1 Sales $10.4B (est $10.5B)
-Reaffirms FY Guidance
🇺🇸#отчетности #сша

#UTX United Technologies 3Q Earnings:
-Sales: $19.5B (est $19.35B)
-Adj EPS: $2.21 (est $2.03)
-Sees FY Adj EPS: $8.05-8.15 (prev saw $7.90-$8.05)
-Sees FY Sales: $76-76.5B (prev saw $75.5-$77B)

#BIIB BioGen 3Q Earnings:
-Revenue: $3.60B (est $3.54B)
-Adj EPS: $9.17 (est $8.27)

#PG Procter & Gamble 1Q Earnings:
-Sales: $17.8B (est $17.43B)
-Core EPS: $1.37 (est $1.24)
- Organic Rev: +7% (est +4.15%)

#TRV Travellers 3Q Earnings:
-Revenue: $8.01B (est $7.93B)
-Core EPS: $1.43 (est $2.34)

#UPS UPS 3Q Earnings:
-Revenue: $18.3B (est $18.37B)
-Adj EPS: $2.07 (est $2.06)
-Raises Year Adj FCF Outlook
🇺🇸#акции #сша #premarket #upgrades&downgrades
премаркет США - акции - upgrad-ы и downgrade-ы:

❤️UPGRADE

#SQ Square - Stephens & Co.
#MCHP - Microchip Technology - BofA Securities
#PEBO -Peoples Bancorp - DA Davidson
#MCK - McKesson - Morgan Stanley
#BEDU -Bright Scholar Education -Morgan Stanley
#REDU - RISE Education Cayman -Morgan Stanley
#AMAT - Applied Materials - BofA Securities
#LRCX - Lam Research - BofA Securities
#OZK - Bank OZK - Piper Sandler
#QRVO - Qorvo - Mizuho
#ESTC - Elastic - Jefferies
#SWKS - Skyworks Solutions - Mizuho

⚠️DOWNGRADE
#PTLA - Portola Pharmaceuticals - Oppenheimer
#BILI -Bilibili - Morgan Stanley
#ATI - Allegheny Technologies - Berenberg
#LITE - Lumentum Holdings - Raymond James
#IIVI - II-VI - Raymond James
#DLB - Dolby Laboratories - B. Riley FBR
#NEWR - New Relic - Barclays
#SWI - SolarWinds - Barclays
#ADRO - Aduro Biotech - Cowen & Co.
#KAR - KAR Auction Services - Jefferies
#TRV - Travelers Companies - Keefe, Bruyette & Woods
#ACB - Aurora Cannabis - Piper Sandler
#DBX - Dropbox - Jefferies
#FL - Foot Locker - Susquehanna
#XLNX - Xilinx - BofA Securities
#RSG - Republic Services- BofA Securities
#ACB - Aurora Cannabis - BofA Securities
⚡️🇺🇸#TRV #отчетности #сша
Travellers Q4
-Core EPS $3.32 Est $3.28
- Q4 Rev 8.06Bln Est 8.04Bln
⚡️🇺🇸#отчетности #сша

#RS Reliance Steel & Aluminum Q2 Non-GAAP
-EPS of $1.36 beats by $0.96; GAAP EPS of $1.24 beats by $1.31.
-Revenue of $2.02B (-29.9% Y/Y) beats by $80M.

#PNR Pentair Q2 Non-GAAP
-EPS of $0.59 beats by $0.10; GAAP EPS of $0.44 misses by $0.01.
-Revenue of $713.3M (-10.8% Y/Y) beats by $27.14M.

#TRV The Travelers Companies Q2 Non-GAAP
-EPS of -$0.20 in-line; GAAP EPS of -$0.16 beats by $0.02.
-Earned premium of $6.96B (-0.3% Y/Y) misses by $180M.
-GAAP combined ratio 103.7% vs. 102.6% consensus, 95.5% in Q1; Underlying combined ratio 91.4% vs. 93.5% consensus, 91.3%.

#GNCA Genocea Biosciences Q2 GAAP
-EPS of -$0.39 beats by $0.01.
-Revenue of $0.91M

#POOL Pool Q2 Non-GAAP
-EPS of $3.72; GAAP EPS of $3.87 beats by $0.69.
-Revenue of $1.28B (+14.3% Y/Y) beats by $110M.

#BX Blackstone Q2 Non-GAAP
-EPS of $0.43 misses by $0.01; GAAP EPS of $0.81 beats by $0.37.
-Total segment revenues of $1.11B (-25.0% Y/Y) misses by $50M.
-Total AUM $564.3B vs. $563B consensus, $538B in Q1.

#SASR Sandy Spring BancorpQ2 Non-GAAP
-EPS of $0.88 beats by $0.48; GAAP EPS of -$0.31 misses by $0.49.
-Revenue of $124.43M (+50.4% Y/Y) beats by $14.03M.

#ARD Ardagh Group Q2 Non-GAAP
-EPS of $0.37 beats by $0.09; GAAP EPS of -$0.27 misses by $0.47.
-Revenue of $1.61B (-5.8% Y/Y) in-line.

#CTXS CitrixQ2 Non-GAAP
-EPS of $1.53 beats by $0.30; GAAP EPS of $0.90 beats by $0.12.
-Revenue of $799M (+6.7% Y/Y) beats by $29.92M.
-Non-GAAP operating margin of 31% vs. a consensus of 25.8%

#AN AutoNation Q2 Non-GAAP
-EPS of $1.41 beats by $1.04; GAAP EPS of $3.18 beats by $2.91.
-Revenue of $4.53B (-15.3% Y/Y) beats by $440M.
🇺🇸#premarket #сша #дивиденды
принятые сегодня ежеквартальные дивиденды (на акцию):
#BPRN The Bank of Princeton = $0.10
#AWI Armstrong World = $0.20
#BANR Banner = $0.41
#KMI Kinder Morgan = $0.2625
#V Visa = $0.30
#BAC Bank of America = $0.18
#BXG Bluegreen Vacations = $1.19
#RUSHA Rush = $0.14 (увеличение на 8%💥)
#OBNK Origin Bancorp = $0.0925
#MSVB Mid-Southern Savings Bank = $0.02
#OKE ONEOK = $0.935
#BXS BancorpSouth = $0.185
#HFBL Home Federal = $0.165
#RF Regions Financial = $0.155
#LSTR Landstar System = $0.21 (увеличение на 13.5%💥)
#CSV Carriage = $0.0875 (увеличение на 17%💥)
#CVCY Central Valley Community Bancorp = $0.11
#RELL Richardson Electronics = $0.06
#AVY Avery Dennison = $0.58
#STL Sterling Bancorp = $0.07
#NTB The Bank of N.T. Butterfield & Son =$0.44
#GTY Getty Realty = $0.37
#HOMB Home BancShares = $0.13
#UFPI UFP = $0.125
#NVEC NVE = $1
#OVLY Oak Valley Bancorp = $0.14
#USAC USA Compression Partners = $0.525
#CBAN Colony Bankcorp = $0.10
#BRO Brown & Brown = $0.085
#BRKL Brookline Bancorp = $0.115
#OSBC Old Second Bancorp = $0.01
#SYF Synchrony Financial = $0.22
#TAC TransAlta = CAD 0.0425
#AB AllianceBernstein = $0.61 (снижение на 5%⚠️)
#UL Unilever = $0.4694
#ADS Alliance Data Systems = $0.21
#HSY Hershey = $0.804 (увеличение на 5%💥)
#ODFL Old Dominion Freight Line = $0.15
#PTEN Patterson-UTI Energy = $0.02
#TGSNF TGS Nopec Geophysical = $0.125
#ACNB ACNB = $0.25
#CLGX CoreLogic = $0.33
#BX Blackstone = $0.37
#HBAN Huntington Bancshares = $0.15
#TRV The Travelers Companies = $0.85
#NEM Newmont Goldcorp = $0.25
⚠️🇺🇸#TRV Travelers downgraded to Underweight from Neutral at JPMorgan
🇪🇺⚡️🇺🇸#TRV #отчетность
Travellers Q320 Earnings:
-Revenue: $8.28B (est 8.11B)
-Adj EPS: $3.12 (est $3.00)