-- 周四下午晚些时候，消费类股票上涨，其中道富消费必需品精选行业SPDR ETF (XLP)上涨1.7%，道富非必需消费品精选行业SPDR ETF (XLY)上涨1.5%。 公司新闻方面，欧莱利汽车(O'Reilly Automotive，ORLY)股价周四上涨7.2%，此前一天该公司公布了高于预期的第一季度业绩。 兰姆·韦斯顿(Lamb Weston，LW)股东Starboard Value在致董事会的一封信中表示，公司应该召开投资者日活动，并将盈利预期调整至正常水平。兰姆·韦斯顿股价上涨1.6%。 韦费尔(Wayfair，W)股价暴跌12%，此前该公司公布的第一季度调整后盈利低于华尔街预期，但净收入超出预期。 福特汽车(Ford Motor，F)首席执行官吉姆·法利(Jim Farley)在公司财报电话会议上表示，公司正与美国政府就潜在的国防项目进行初步磋商。福特股价下跌1.5%。
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Research Alert: Bio: Q1 Results Above Estimates Despite Meaningful Sales/margin Compression
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BIO delivered Q1 results showing pressure across both segments, with revenue of $592.1M growing 1.1% Y/Y (~$3M above consensus) but declining 4.2% currency neutral. Adjusted EPS of $1.89 fell 25.6% Y/Y yet beat consensus by $0.10, while operating margin deteriorated 420 bps to 6.6% from 10.8% in the prior year. Both Life Science and Clinical Diagnostics segments experienced currency neutral declines due to ongoing academia weakness and Middle East conflicts. Management lowered 2026 guidance, expecting currency neutral revenue of -3.0% to +0.5% growth (down from +0.5% to +1.5%) and operating margin of 10.0%-12.0% (vs. prior 12.0%-12.5%). Despite operational headwinds, BIO maintained strong cash generation with $78.1M in FCF and repurchased ~176K shares. The company's balance sheet remains healthy, with $1.56B in cash and short-term investments, providing financial flexibility amid challenging market conditions, in our view.
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Asia
ResMed Posts Higher Fiscal Q3 Non-GAAP Earnings, Revenue
ResMed (ASX:RMD) reported Friday fiscal third-quarter non-GAAP earnings of $2.86 per share, up from $2.37 a year earlier.Analysts polled by FactSet expected earnings of $2.80.Revenue for the three months ended March 31 was $1.43 billion, compared with $1.29 billion a year earlier. Analysts surveyed by FactSet expected $1.42 billion.The company expects its fiscal 2026 non-GAAP gross margin to be between 62% and 63%.The board declared a quarterly dividend of $0.60 per share, up from $0.53 a year earlier, payable June 18 to shareholders on record as of May 14.
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Research Alert: Gddy: Strong Profitability Metrics Offset By Continued Revenue Headwinds
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GDDY posted Q1 2026 revenue of $1.2B (+6%), in line with consensus, with EPS of $1.60 beating estimates of $1.52 despite booking deceleration to +2.7% from +5% in Q4. A&C segment growth of +11.6% to $498M showed resilience but continued moderating, while Core Platform remained sluggish at +2.8%. We view booking weakness as concerning given competitive pressures and small business spending constraints that raise questions about growth sustainability. Management reaffirmed 2026 revenue guidance of $5.195B-$5.275B (~6% growth), reflecting limited visibility into booking improvement. However, we see encouraging AI monetization signs with ARPU growth of +9.3% to $246 and Airo AI Builder achieving multi-million dollar annualized bookings within weeks of beta launch. We believe GDDY's impressive margin expansion with NEBITDA margins reaching 32.6% (+210 bps) demonstrates operational discipline, though sustaining A&C growth above 10% remains critical for investor confidence.
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