🇺🇸 US Earnings by TNBfolio – Telegram
🇺🇸 US Earnings by TNBfolio
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Diamond Hill Investment Group, Inc. (DHIL)
시가총액: 457.53M
국가: United States
산업: #Investment_Managers
섹터: #Finance
홈페이지: https://www.diamond-hill.com

- 분기 매출(공시, 예측, 서프, YoY, MoM)
2406: 36.66M / -- / -- / 9.9% / -8.5%
2403: 40.07M / -- / -- / 7.0% / 18.5%
2312: 33.82M / -- / -- / -- / -4.9%
2309: 35.55M / -- / -- / -- / 6.6%
2306: 33.35M / -- / -- / -- / -11.0%

- 분기 EPS(공시, 예측, 서프, YoY, MoM)
2406: 2.88 / -- / -- / -9.4% / -37.7%
2403: 4.62 / -- / -- / 10.0% / --
2312: -- / -- / -- / -- / --
2309: 2.2 / -- / -- / -- / -30.8%
2306: 3.18 / -- / -- / -- / -24.3%

- 연간 매출(YoY%), EPS(YoY%)
2312: 136.72M(-11.5%) / 14.32(10.1%)
2212: 154.5M(-15.2%) / 13.01(-44.3%)
2112: 182.19M(44.2%) / 23.34(94.0%)
2012: 126.39M(--) / 12.03(--)

#DHIL

- 사업요약: Diamond Hill Investment Group, Inc., through its subsidiary, Diamond Hill Capital Management, Inc., provides investment advisory and fund administration services in the United States. It offers investment advisory and related services to clients through poole...
FAT Brands Inc. (FAT)
시가총액: 92.32M
국가: United States
산업: #Restaurants
섹터: #Consumer_Discretionary
홈페이지: https://www.fatbrands.com

- 분기 매출(공시, 예측, 서프, YoY, MoM)
2406: 152.04M / 154.5M / -1.6% / 42.4% / 0.0%
2403: 151.97M / -- / -- / 43.8% / -4.2%
2312: 158.64M / -- / -- / -- / 45.1%
2309: 109.37M / -- / -- / -- / 2.4%
2306: 106.76M / -- / -- / -- / 1.0%

- 분기 EPS(공시, 예측, 서프, YoY, MoM)
2406: -1.93 / -1.45 / -33.1% / -264.2% / 18.6%
2403: -2.37 / -- / -- / -15.6% / --
2312: -- / -- / -- / -- / --
2309: -1.59 / -- / -- / -- / -200.0%
2306: -0.53 / -- / -- / -- / 74.1%

- 연간 매출(YoY%), EPS(YoY%)
2312: 480.46M(18.0%) / -5.85(27.4%)
2212: 407.22M(242.5%) / -8.06(-274.9%)
2112: 118.88M(556.1%) / -2.15(-72.0%)
2012: 18.12M(--) / -1.25(--)

#FAT

- 사업요약: FAT Brands Inc., a multi-brand restaurant franchising company, acquires, develops, markets, and manages quick service, fast casual, casual dining, and polished casual dining restaurant concepts worldwide. It owns restaurant brands, including Round Tab...
QUALCOMM Incorporated (QCOM)

1. 재무 성과 및 실적 개요

- 매출액: $9.39B (vs. 컨센서스 $9.21B) +0.1% QoQ / +11.2% YoY
- EPS: $2.33 (vs. 컨센서스 $2.24) -4.5% QoQ / +24.6% YoY


2. 운영 하이라이트
- 5G 및 프리미엄 티어 안드로이드 디바이스에서의 강세 유지
- 자동차 및 IoT 부문에서의 성장 지속
- AI 기반 제품 및 솔루션 개발 진행

3. 부문별 성과
- QCT (Qualcomm CDMA Technologies) 매출: $7.17 billion
- QTL (Qualcomm Technology Licensing) 매출: $1.23 billion

4. 다음 분기 또는 2024년 가이던스
- 매출액: $9.5B~10.3B (vs. 컨센서스 $9.70B)
- EPS: $2.45~2.65 (vs. 컨센서스 $2.45)

5. 주주환원
- 현금 배당: $8.45억 (주당 $0.75)
- 자사주 매입: $5.01억

6. 전략적 이니셔티브
- AI 기반 제품 및 솔루션 개발 지속
- 5G 및 프리미엄 티어 안드로이드 디바이스에서의 리더십 유지
- 자동차 및 IoT 부문에서의 성장 전략 추진

7. 전망
- 4분기에 대한 긍정적인 전망 제시
- 5G, AI, 자동차, IoT 분야에서의 지속적인 성장 기대

https://d1io3yog0oux5.cloudfront.net/_67c9b46bb14820276ede32351bcdbe1e/qualcomm/db/773/7421/file/FY2024+3rd+Quarter+Earnings+Release.pdf
SEACOR Marine Holdings Inc. (SMHI)
시가총액: 383.36M
국가: United States
산업: #Marine_Transportation
섹터: #Consumer_Discretionary
홈페이지: https://seacormarine.com

- 분기 매출(공시, 예측, 서프, YoY, MoM)
2406: 69.87M / 68.4M / 2.1% / 4.5% / 11.3%
2403: 62.77M / -- / -- / 2.6% / -18.6%
2312: 77.07M / -- / -- / -- / 2.0%
2309: 75.57M / -- / -- / -- / 13.0%
2306: 66.89M / -- / -- / -- / 9.3%

- 분기 EPS(공시, 예측, 서프, YoY, MoM)
2406: -0.45 / -0.16 / -181.2% / -164.7% / 46.4%
2403: -0.84 / -- / -- / -133.3% / --
2312: -- / -- / -- / -- / --
2309: -0.03 / -- / -- / -- / 82.4%
2306: -0.17 / -- / -- / -- / 52.8%

- 연간 매출(YoY%), EPS(YoY%)
2312: 279.51M(28.6%) / --(--)
2212: 217.32M(27.1%) / -2.69(-306.9%)
2112: 170.94M(20.5%) / 1.3(140.9%)
2012: 141.84M(--) / -3.18(19.5%)

#SMHI

- 사업요약: SEACOR Marine Holdings Inc. provides marine and support transportation services to offshore oil, natural gas, and windfarm facilities worldwide. Its offshore support and specialty vessels deliver cargo and personnel to offshore installation...
Bogota Financial Corp. (BSBK)
시가총액: 94.73M
국가: United States
산업: #Banks
섹터: #Finance
홈페이지: https://www.bogotasavingsbank.com

- 분기 매출(공시, 예측, 서프, YoY, MoM)
2406: 3.01M / 5.30M / -43.2% / -34.2% / 2.0%
2403: 2.95M / -- / -- / -38.6% / -8.4%
2312: 3.22M / -- / -- / -- / -8.2%
2309: 3.51M / -- / -- / -- / -23.4%
2306: 4.58M / -- / -- / -- / -4.8%

- 분기 EPS(공시, 예측, 서프, YoY, MoM)
2406: -0.03 / 0.09 / -133.3% / -142.9% / 0.0%
2403: -0.03 / -- / -- / -137.5% / 66.7%
2312: -0.09 / -- / -- / -- / -3939.5%
2309: -0.002228 / -- / -- / -- / -103.2%
2306: 0.07 / -- / -- / -- / -12.5%

- 연간 매출(YoY%), EPS(YoY%)
2312: 16.11M(-33.4%) / --(--)
2212: 24.2M(10.9%) / 0.51(-5.6%)
2112: 21.82M(48.4%) / 0.54(217.6%)
2012: 14.7M(--) / 0.17(-60.4%)

#BSBK

- 사업요약: Bogota Financial Corp. operates as the bank holding company for Bogota Savings Bank that provides banking products and services in the United States. It offers deposit accounts, including demand accounts, savings accounts, money market accounts, and certifi...
Middlesex Water Company (MSEX)
시가총액: 1.18B
국가: United States
산업: #Water_Supply
섹터: #Utilities
홈페이지: https://www.middlesexwater.com

- 분기 매출(공시, 예측, 서프, YoY, MoM)
2406: 49.15M / 49.4M / -0.5% / 14.8% / 21.3%
2403: 40.52M / -- / -- / 6.2% / 5.0%
2312: 38.6M / -- / -- / -- / -17.4%
2309: 46.72M / -- / -- / -- / 9.1%
2306: 42.8M / -- / -- / -- / 12.2%

- 분기 EPS(공시, 예측, 서프, YoY, MoM)
2406: 0.59 / 0.64 / -7.8% / 7.3% / 0.0%
2403: 0.59 / -- / -- / 78.8% / --
2312: -- / -- / -- / -- / --
2309: 0.56 / -- / -- / -- / 1.8%
2306: 0.55 / -- / -- / -- / 66.7%

- 연간 매출(YoY%), EPS(YoY%)
2312: 166.27M(2.4%) / 1.76(-26.4%)
2212: 162.43M(13.5%) / 2.39(15.5%)
2112: 143.14M(1.1%) / 2.07(-5.0%)
2012: 141.59M(--) / 2.18(--)

#MSEX

- 사업요약: Middlesex Water Company owns and operates regulated water utility and wastewater systems. It operates in Regulated and Non-Regulated segments. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, an...
Biomea Fusion, Inc. (BMEA)
시가총액: 200.21M
국가: United States
산업: #Biotechnology_Pharmaceutical_Preparations
섹터: #Health_Care
홈페이지: https://biomeafusion.com

- 분기 매출(공시, 예측, 서프, YoY, MoM)
2406: 0.00 / 0.00 / -- / -- / --
2403: 0.0 / -- / -- / -- / --
2312: 0.0 / -- / -- / -- / --
2309: 0.0 / -- / -- / -- / --
2306: 0.0 / -- / -- / -- / --

- 분기 EPS(공시, 예측, 서프, YoY, MoM)
2406: -1.03 / -1.08 / 4.6% / -47.1% / 5.5%
2403: -1.09 / -- / -- / -11.2% / -11.2%
2312: -0.98 / -- / -- / -- / -22.5%
2309: -0.8 / -- / -- / -- / -14.3%
2306: -0.7 / -- / -- / -- / 28.6%

- 연간 매출(YoY%), EPS(YoY%)
2312: 0.0(--) / -3.44(-22.9%)
2212: 0.0(--) / -2.8(-60.9%)
2112: 0.0(--) / -1.74(-250.0%)
2012: 0.0(--) / -0.497196(--)

#BMEA

- 사업요약: Biomea Fusion, Inc., a clinical-stage biopharmaceutical company, focuses on the discovery and development of covalent small molecule drugs to treat patients with genetically defined cancers and metabolic diseases. Its lead product candidate is BMF-219, a covalent inhibitor of menin for...
Mizuho Financial Group, Inc. (MFG)
시가총액: 58.43B
국가: Japan
산업: #Major_Banks
섹터: #Finance
홈페이지: https://www.mizuho-fg.co.jp

- 분기 매출(공시, 예측, 서프, YoY, MoM)
2406: 4.95B / 4.3B / 15.1% / -99.3% / -99.5%
2403: 1.06T / -- / -- / 56.0% / 38.3%
2312: 765.81B / -- / -- / -- / 3.3%
2309: 741.1B / -- / -- / -- / 6.7%
2306: 694.72B / -- / -- / -- / 2.4%

- 분기 EPS(공시, 예측, 서프, YoY, MoM)
2406: 0.1517 / 0.1 / 51.7% / -99.2% / --
2403: -- / -- / -- / -- / --
2312: -- / -- / -- / -- / --
2309: -- / -- / -- / -- / --
2306: 19.348 / -- / -- / -- / --

- 연간 매출(YoY%), EPS(YoY%)
2403: 3.26T(19.9%) / 53.576(22.2%)
2303: 2.72T(7.9%) / 43.838(4.7%)
2203: 2.52T(2.4%) / 41.852(12.7%)
2103: 2.46T(--) / 37.15(--)

#MFG

- 사업요약: Mizuho Financial Group, Inc., together with its subsidiaries, engages in banking, trust, securities, and other businesses related to financial services in Japan, the Americas, Europe, Asia/Oceania, and internationally. It operates through Retail & Business Banking Company, Corporate & Institutional...