PODCAST

Earnings Report Digest

ValueVerge

Discussions on the latest quarterly earnings reports from growth and value stocks.

business investing

All Episodes

00:01:44

CSX Corporation (CSX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/25

$CSX has released its Q4 2024 earnings, reporting an EPS of $0.42, slightly beating expectations, while revenue declined 3.8% year-over-year to $3.54B, missing estimates. Noteworthy highlights include 2% volume growth for the year, driven by intermodal, although challenges persist with coal revenue down 20% amid lower prices. Looking ahead, CSX is focused on improving operational efficiency, investing in infrastructure, and adapting to market changes. Key risks include potential coal volume

en-us

00:01:34

Freeport-McMoRan, Inc. (FCX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/25

$FCX is set to release its earnings report, showcasing solid operational performance with an EBITDA of $10 billion in 2024, a 14% increase YoY, and operating cash flows over $7 billion, up 35%. However, risks include potential regulatory changes in Indonesia and the impact of export taxes. The copper pricing environment remains favorable, with an average realization of $4.21 per pound. Future growth opportunities hinge on successful execution of key initiatives and projects, particularly in

en-us

00:01:28

Trending stock, Jan 24, 2025

Earnings Report Digest ·

2025/01/25

Trending stock, Jan 24, 2025

en-us

00:01:38

Elevance Health, Inc. (ELV), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/24

$ELV has released its Q4 2024 earnings, reporting adjusted diluted earnings per share of $3.84 amidst elevated Medicaid cost trends and solid growth in Medicare Advantage with 7-9% expected for 2025. Key stats show revenue of $175.2 billion, while membership decreased by 1.1 million due to Medicaid adjustments. As for profitability, 2025 guidance estimates adjusted EPS in the range of $34.15 to $34.85. Future risks include elevated costs in Medicaid and the impact of regulatory changes.

en-us

00:01:58

Union Pacific Corporation (UNP), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/24

$UNP has released its Q4 2024 earnings report, showcasing a solid performance with a net income of $1.8B and EPS of $2.91, both up 7% YoY. The operating ratio improved to 58.7%, reflecting strong operational efficiency despite challenges. Risks include soft coal demand and tough comparisons in intermodal volumes ahead. Looking to 2025, Union Pacific anticipates continued growth in grain products, driven by renewable fuels, while maintaining a competitive pricing stance

en-us

00:01:27

Trending stock, Jan 23, 2025

Earnings Report Digest ·

2025/01/24

Trending stock, Jan 23, 2025

en-us

00:01:36

Kinder Morgan, Inc. (KMI), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$KMI released its Q4 2024 earnings report, revealing an EPS of $0.32, missing estimates by $0.01, and a revenue of $3.99B, down 1.26% YoY. Risks include commodity price fluctuations impacting production levels. Highlights in financial health show a net debt of $31.7 billion, maintaining leverage at 4.0x.Looking ahead, Kinder Morgan anticipates consistent growth driven by new projects worth over $6 billion that tap into natural gas demand, positioning the company for potential opportunities.

en-us

00:01:48

HDFC Bank Limited (HDB), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$HDB has released its Q3 FY2025 earnings report, showing a quarterly EPS miss of $0.49 and a revenue of $4.87B, down by 2.18% Y/Y. Significant highlights include a strong 16% growth in average deposits and a cautious credit deposit ratio normalization. Key categories: - **Valuation**: Costs are up by 7%, holding firm in a tough macro. - **Profitability**: NIMs remain stable amidst liquidity constraints. - **Financial Health**: Provisioning coverage is at 68%, showing solid risk management

en-us

00:01:55

TE Connectivity plc (TEL), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$TEL has released its Q4 and full-year 2024 earnings, showing solid execution despite market challenges. Key highlights include: - Revenue: $4.1B (up 2% YoY) - Adjusted EPS: $1.95 (up 10% YoY) - Record Free Cash Flow: $2.8B While facing slow industrial markets, growth in AI and EV sectors is promising. Yet, global auto production is expected to decline slightly in FY25. Watch for ongoing margin expansion and strategic investments!

en-us

00:01:38

The Travelers Companies, Inc. (TRV), 2024 Q4 earnings...

Earnings Report Digest ·

2025/01/23

$TRV has released its fourth-quarter earnings, showing strong financial performance with core income hitting $2.1 billion, achieving a core return on equity of 27.7%. The company reported a commendable combined ratio of 83.2%, driven by solid underwriting margins across all segments. Notable risks include exposure to the recent California wildfires impacting Q1 results. Travelers boasts a 64% year-over-year core income for 2024, reflecting strong fundamentals and an 8% increase in net written

en-us

00:01:33

Amphenol Corporation (APH), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$APH has released its fourth-quarter earnings, showcasing strong performance with record sales of $4.318 billion, a 30% increase year-over-year! Adjusted diluted EPS climbed 34% to $0.55. Key highlights include a robust book-to-bill ratio of 1.16, driven by demand in IT datacom and AI-related applications. However, market risks remain, particularly in Europe. Future opportunities look promising as Amphenol continues to capitalize on its diversified markets.

en-us

00:01:47

GE Vernova Inc (GEV), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$GEV has released its Q4 and full year 2024 earnings report. Key stats reveal solid revenue growth of 9% and a substantial 440 basis point EBITDA margin expansion, highlighting profitability improvements amidst risks in the wind segment. Quarterly performance included $13.2 billion in orders, boosting backlog to $119 billion. The electrification segment saw a remarkable 18% revenue growth , while gas equipment demand is set to grow further, supported by decarbonization trends .

en-us

00:01:39

Abbott Laboratories (ABT), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$ABT just released its Q4 2024 earnings, showcasing a strong quarter with 10% sales growth and 13% EPS growth. Highlights include strong cash flow of $8.5 billion and robust performance across all segments, particularly Diabetes Care +23% growth. For 2025, Abbott forecasts a solid 7.5-8.5% organic sales growth and adjusted EPS in the range of $5.05 to $5.25, indicating double-digit growth potential. However, risks linger regarding foreign exchange impacts and tax rates.

en-us

00:01:45

Johnson & Johnson (JNJ), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$JNJ has released its Q4 2024 earnings report, showcasing a solid operational growth of 6.7% in worldwide sales, reaching $22.5B, driven by robust performance in Innovative Medicine and MedTech sectors. Key highlights include a notable 23.5% growth in DARZALEX sales. However, risks loom as Stelar’s growth is hindered by biosimilar competition. Future outlook suggests a steady 3% operational sales growth in 2025 with an anticipated 9% EPS increase.

en-us

00:01:43

Procter & Gamble Company (PG), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/23

$PG has released its quarterly earnings, providing insights into its performance amidst ongoing market challenges. Key highlights include a 4% organic sales growth for fiscal year 2024, with core EPS at $6.59 (up 12%). Momentum was seen in home care, hair care, and grooming segments, while a 30 basis point decline in market share was recorded. Looking ahead, guidance remains cautious, with an expected 3-5% organic sales growth for FY25, yet currency and commodity pressures may pose risks. Check

en-us

00:02:07

Trending stocks, Jan 22, 2025

Earnings Report Digest ·

2025/01/23

Trending stocks, Jan 22, 2025

en-us

00:01:51

Interactive Brokers Group, Inc. (IBKR), 2024 Q4...

Earnings Report Digest ·

2025/01/22

$IBKR has released its Q4 2024 earnings, showcasing a strong performance with an EPS of $2.03, beating estimates by $0.17, and revenues of $1.42B, up 23.93% year-over-year. Key financial highlights include a record $1 billion in pre-tax income and a pre-tax margin of 75%. Future opportunities lie in crypto expansion and new product offerings, while potential risks include the impact of further interest rate reductions.

en-us

00:01:46

Netflix (NFLX), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/22

$NFLX has released its Q4 earnings, showing an EPS of $4.27, beating expectations by $0.06, and revenue at $10.25B, marking a 16% increase Y/Y! Highlights include strong subscriber growth, fueled by a diverse content portfolio. Risks include FX volatility and increasing production costs due to external factors. The company is strategically expanding its advertising offerings with over 55% of new sign-ups opting for ad-supported plans. Check details at http://valueverge.com/NFLX for further

en-us

00:01:45

KeyCorp (KEY), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/22

$KEY is releasing its fourth-quarter earnings, revealing an adjusted EPS of $0.38, despite a reported loss of $0.28 due to strategic repositioning. Key highlights include a 20% projected growth in net interest income (NII) for 2025, strong credit performance with a reduction in criticized loans, and a robust investment banking pipeline. However, loan demand remains soft, posing a risk to growth. With a CET1 ratio at 12%, the outlook remains optimistic for continued operating leverage and

en-us

00:01:38

Fifth Third Bancorp (FITB), 2024 Q4 earnings digest

Earnings Report Digest ·

2025/01/22

$FITB has released its Q4 2024 earnings, revealing strong performance metrics. Key stats include an EPS of $0.85, a ROE of 13.7%, and a 1.17% return on assets, indicating solid profitability. The adjusted efficiency ratio improved to 54.7%, highlighting enhanced operational efficiency. Quarterly highlights show 3% loan growth, flat NII, and optimism for 2025 driven by a robust commercial pipeline and expansion in the Southeast. However, concerns linger regarding labor availability in the middle

en-us

469 results

Earnings Report Digest

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...