저자: JoseNavarro · 외국인
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2019년 7월 24일 기준 주간 실적 발표 종목 요약: 스냅, 치폴레, 코카콜라, 텍사스인스트루먼츠, 테슬라, 페이스북, 보잉, 캐터필러, UPS의 EPS·매출 서프라이즈를 정리했다. 스냅: EPS -0.06달러로 예상보다 0.04달러 좋았고 매출 3억 8800만 달러로 약 3000만 달러 상회했다. 사용자·매출·EPS 모두 기대치를 넘었다고 설명. 치폴레(CMG): EPS 3.99달러(0.23달러 상회), 매출 14.3억 달러(약 2700만 달러 상회). 동일매장 매출이 10% 증가한 점이 핵심으로 언급됨. 코카콜라(KO): EPS 0.63달러(0.02달러 상회), 매출 100억 달러(약 1억 3800만 달러 상회). 오가닉 매출 6% 증가, 비알코올 음료 시장점유율 확대를 강조. 텍사스인스트루먼츠(TXN): 장후 약 6.6% 상승, EPS 1.33달러(0.07달러 상회), 매출 36.7억 달러(약 6600만 달러 상회). 반도체주 전반의 강세도 언급. 테슬라: 주당 손실 2.31달러로 전년 대비 손실 축소, 매출 63억 달러로 증가. 장후 하락 중이라고 언급. 페이스북: 장후 상승, 기대치 상회 실적. 보잉: 주당 손실 5.82달러로 예상보다 0.84달러 나은 수준이나 전년 대비 적자 전환. 매출 157.5억 달러로 예상 대비 상회. 캐터필러: EPS 2.83달러(0.28달러 하회), 매출 144.3억 달러(4100만 달러 하회)로 실적 부진, 가이던스 하단 언급. UPS: 전 부문 기록적 이익 성장, EPS 1.96달러(0.03달러 상회), 매출 약 180억 달러(7100만 달러 상회). 전반적으로 대부분 기업 실적이 견조하다고 평가했으며, 다음 날 발표 예정인 아마존·구글·인텔·스타벅스 등과 반도체·항공주 실적 관심을 제시했다. 종목별 투자 방향에 대한 명확한 가격 예측은 없다.
다듬은 글
hey guys my name is Jose Navarro and today we're gonna take a quick look at earnings that happened so far this week today it's Wednesday July 24 2009 teen a lot of companies have gone this week and a lot more are going tomorrow Thursday so work I'm going to mention some of those stocks that are going to go tomorrow so let's get started all the informations that I'm gonna present to you guys came from seeking out for us to check it out check out the website if you guys want to get more information based on each company it's like I said right today is just gonna be a quick look at the earnings for multiple companies and also gonna highlight some of the main points from there the first company is snap snapchat they announced the 23rd earnings per share was negative 6 cents and they're actually surprised by four cents so it did better than expected revenue was 388 million and they beat by almost 30 million dollars and the main reasons are users revenue and earnings per share all beat expectations or quarter - thanks we're gonna take a look at CMG Chipotle so Chipotle rep again announced the 23rd earnings per share were three dollars and ninety nine cents any beat by twenty three cents revenue was one point forty three billion dollars and it beat by 27 million dollars the main reason is up is comparable sales increased by a whole 10 percent so comparable sales are just same sales compared from the same store this year compared to last year right because comparable sales only work for restaurant stores that have been opened for at least a year right so they can easily compare the sales between the two years next we have Kate o coca-cola they reported as well the 23rd earnings per share were sixty-three cents it beat by two cents revenue was ten billion and it beats by 138 million dollars so the main reason coca-cola sup is organic revenue was up six percent in quarter two that's pretty impressive and they're saying that they're still having they're still gaining market share our market shares in Coke in the non alcoholic drinks next we have Texas Instrument txn it gained about 6.6 percent on-quarter to beats and with in line with q3 guidance and we can see a lot of semiconductors happen up today as well they reported the 23rd as well earnings per share a dollar and 33 cents and they beat by seven cents revenue was three point six seven billion dollars and is surprised by 66 million dollars alright next we have Tesla Tesla I didn't have all the information seeking off it hasn't updated but I'd still want to mention Tesla said it lost $2 and 31 cents a share this quarter compared with the loss of four dollars from 22 a share at the same time a year ago sales rose six point three billions compared to four billion dollars a year ago so it did still take a big chunk of loss and we can see that after hours for Tesla is down a nice amount right next we have Facebook against Facebook just did after hours so the updates have not been posted all in seeking alpha but it is up after hours after beating expectations again for Carter to earnings next we have Boeing Boeing reported a loss of five dollars and 82 cents this quarter per share versus earnings for three dollars and 33 per share in the same quarter a year ago so like I mentioned earnings per share were negative five dollars from 82 cents each earnings surprise beat by 84 cents so it still did better than then what analysis started was gonna do revenue was 15 point 75 million and it surprised beat by 697 million next we have caterpillar it did see a missing quarter 2 and it sees the lower end of the guidance fourth quarter 3 earnings per share were two dollars and eighty three cents which surprised missed by twenty eight cents revenue was fourteen point forty three billion dollars and it missed revenue by 41 million dollars finally we have UPS United Postal Service and that achieved record profit growth in all segments as transformation initiatives led to a greater they reported again today earnings per share were $1 in 96 cents and it was a surprise beat by 3 cents revenue was 18.8 pretty much 18 billion dollars and it was a revenue surprise B of 71 million dollars so we can see overall most companies are pretty strong right now they're all doing good we did have a few few eyeballs there so some of these companies I'm definitely going to take a look at for my regular episodes so these are some upcoming earnings and these are all Thursdays it's all tomorrow there's a lot of big companies going on tomorrow we have Amazon after hours we have Google after hours we have Intel Starbucks after hours we have then we have everything and everything else in the morning we have Nokia Southwest Airlines American Airlines bristol-myers 3m companies Raytheon Cypress Semiconductor so all those are going to happen tomorrow in the morning so we're definitely gonna see some more semiconductors with CY Intel we're also gonna see a nice amount of airlines with Southwest and American Airlines Nokia we can also put into the semiconductor business and then some of the two top dogs Amazon and Google are definitely gonna be there so I hope you guys enjoyed the episode let me know what you guys think post on the comments what company you can't wait to see earnings and also let me know what company you want me to take a look at next so take care guys have a good night and see you next time
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