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12.07.25 - 17:06
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Q2-2025 Earnings Season Preview (ZeroHedge)
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Q2-2025 Earnings Season Preview
Authored by Lance Roberts via RealInvestmentAdvice.com,
Next week, the Q2-2025 earnings season will begin in earnest as a barrage of S&P 500 companies report, starting with the Wall Street money center banks on Tuesday and Wednesday. Since earnings drive the market by supporting investor expectations, what should investors expect? Let's dig into the details.
Over the last few months, according to data from S&P Global, the Q2-2025 earnings estimates have declined from $234/share in the original March 2024 estimate to $220/share as of June 15th. That $14 drop in estimates is partially due to the impact of tariff concerns on corporate outlooks.
According to FactSet:
“Heading into the end of the quarter, analysts have reduced earnings estimates for S&P 500 companies for the second quarter more than average. However, the percentage of S&P 500 companies issuing negative earnings guidance for the second quarter is less than average. As a result, estimated earnings ...
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12.07.25 - 10:57
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Chemie: Brenntag senkt Gewinnprognose für 2025 (Handelsblatt)
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Der Chemikalienhändler Brenntag hat seine Gewinnprognose für das laufende Jahr erneut gesenkt. Die Anpassung sei weitgehend auf die Entwicklung der EUR / USD-Wechselkurse zurückzuführen. Dazu kämen eine nachlassende Nachfrage sowie erhöhter Preisdruck in verschiedenen Endmärkten. Brenntag rechnet für 2025 nun mit einem operativen Ergebnis (EBITA) zwischen 950 Millionen und 1,05 Milliarden Euro. Im zweiten Quartal verfehlte das Unternehmen mit einem vorläufigen operativen Ergebnis von 246,4 Millionen Euro die Analystenerwartungen von 266 Millionen Euro..
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12.07.25 - 04:06
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Chinese biotech firms eye foreign pharma′s fat profits in weight loss drug market (SCMP)
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When Hong Kong office worker W.K. Chan began putting on weight as a teenager, her doctor said it was due to hormonal imbalances that slowed her metabolism. She reached a peak weight of 100kg about a year ago, but has since lost 25kg.
The secret to losing a quarter of her weight? Chan, who asked not to be identified by her full name, was one of the city's first 200 chronic obesity patients to receive access to a new weight loss drug, originally developed for diabetes. At a cost of HK$2,700......
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