格隆汇2月4日｜AMD(AMD.O)预计第一季度收入98亿美元。

Amcor press release ( AMCR ): Q2 Non-GAAP EPS of $0.86 beats by $0.02 . Revenue of $5.44B (+67.9% Y/Y) misses by $70M . GAAP Net income $177 million including acquisition related costs and GAAP diluted EPS of $0.38 Acquisition synergies of $55 million at upper end of expectations and targets reaffirmed Adjusted EBITDA $826 million, up 83% and adjusted EBIT $603 million, up 66% Adjusted EBITDA margin of 15.2%, up from 14% and adjusted EBIT margin of 11.1%, flat Highlights - Fiscal First Half Ended December 31, 2025 Net sales $11,194 million, up 70% driven by the Berry acquisition GAAP Net income $439 million including acquisition related costs and GAAP diluted EPS of $0.95 Adjusted EBITDA $1,736 million, up 89% and adjusted EBIT $1,290 million, up 77% Adjusted EBITDA margin of 15.5%, up from 13.9% and adjusted EBIT margin of 11.5%, up from 11.0% Adjusted EPS of $1.83, up 14% Fiscal 2026 Guidance Reaffirmed: Adjusted EPS $4.00-$4.15 representing 12-17% constant currency growth Free Cash Flow $1.8-1.9 billion More on Amcor Amcor: An Undervalued Dividend Aristocrat For Income Growth Investors Amcor: High Yield Consumer Packaging Giant Looks Cheap At 11x Forward Earnings Amcor's Underperformance Opens A Compelling Entry Point With An Attractive Yield Amcor Q2 2026 Earnings Preview Amcor to implement 1-for-5 reverse stock split

格隆汇2月4日｜AMD(AMD.O)2025年Q4营收103亿美元，市场预期96.65亿美元，去年同期76.58亿美元。

Mercury Systems ( MRCY ) shares were little changed in extended trading Tuesday after the defense electronics company reported fiscal second-quarter results that beat Wall Street estimates for both earnings and revenue. Mercury Systems ( MRCY ) reported adjusted earnings of $0.16 a share, topping the consensus estimate of $0.06 a share. Revenue rose to $233 million, above the Wall Street consensus of $211.4 million, and up from $223 million a year earlier. The company's net loss narrowed to $15 million, or $0.26 a share, from a year-earlier net loss of $18 million, or $0.30 a share. Mercury Systems ( MRCY ) said second-quarter bookings totaled $288 million, up 18.6% year over year, producing a book-to-bill ratio of 1.23. Total backlog reached a record $1.5 billion, an increase of about 8.8% from a year ago, with $807 million expected to convert to revenue over the next 12 months. The company posted record first-half revenue and reported operating cash flow of $52 million during the quarter. Free cash flow was $46 million. Adjusted earnings before interest, taxes, depreciation and amortization rose to $30 million, up 36.3% year over year, reflecting higher volume and improved execution on key customer programs. The adjusted ebitda margin was 12.9%. “We delivered second quarter fiscal 2026 results that were ahead of our expectations,” Chairman and Chief Executive Bill Ballhaus said in the earnings release. Mercury Systems ( MRCY ), based in Andover, Massachusetts, said the results reflect progress on several high-priority defense programs as well as continued growth in backlog and cash generation. More on Mercury Systems Mercury Systems: Defense Electronics Stock You Don't Want To Miss As Margins Expand Mercury Systems, Inc. 2026 Q1 - Results - Earnings Call Presentation Mercury Systems Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Mercury Systems Historical earnings data for Mercury Systems

Match Group Inc. posted fourth-quarter results that broadly beat expectations, an early sign that its turnaround strategy is resonating with younger daters. Revenue in the three months ended Dec. 31 grew to $878 million, the company said in a statement on Tuesday, citing its app Hinge as a standout. Wall Street was projecting $871.4 million, according to Bloomberg-compiled data. Earnings per share came to 83 cents, also above the average analyst estimate. The company’s revenue beat belied a steeper-than-expected decline in paying users, who totaled 13.8 million in the quarter. Still, the company generated more revenue from each subscriber, it said. In addition, Match announced a cash dividend of 20 cents per share of common stock, payable on April 21 to shareholders of record as of April 7. The shares jumped 13% in extended trading after the results were announced. The stock has closed at $28.90 and has been down about 11% so far this year. Match, whose portfolio also includes brands like OkCupid and Match.com, has been working to reverse persistent subscriber declines at Tinder, its largest dating brand, amid a generational shift in how young people approach dating. Chief Executive Officer Spencer Rascoff took the top job early last year after three activist investors amassed stakes and pushed for change. He has since led an internal reorganization and management shake-up aimed at accelerating product development. On the product side, Match has pledged to remove bad actors from its platforms and make the app experience safer and more fun for women and younger daters. It also plans to add more artificial intelligence features to both Tinder and Hinge. Tinder has experimented with a double-dating option in several markets, including the US, and is giving some app users more free profile views in the “See Who Likes You” paid feature, a revenue generator that allows users to see who “likes” their profile before matching. Regarding user safety, Match said in October tha...

MILWAUKEE, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) (the “Company” or “Artisan Partners”) today reported its results for the quarter and year ended December 31, 2025 and declared a quarterly and special annual dividend. The full earnings release and investor presentation can be viewed at www.apam.com . Conference Call The Company will host a conference call on February 4, 2026 at 1:00 p.m. (Eastern Time) to discuss these results. Hosting the call will be Jason Gottlieb, Chief Executive Officer and President, and C.J. Daley, Chief Financial Officer. Supplemental materials that will be reviewed during the call are available on the Company’s website at www.apam.com. The call will be webcast and can be accessed via the Company’s website. Listeners may also access the call by dialing 877.328.5507 or 412.317.5423 for international callers; the conference ID is 10205135. A replay of the call will be available until February 11, 2026 at 9:00 a.m. (Eastern Time), by dialing 855.669.9658 or 412.317.0088 for international callers; the replay conference ID is 5239896. An audio recording will also be available on the Company’s website. About Artisan Partners Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates. Source: Artisan Partners Asset Management Inc. Investor Relations Inquiries 866.632.1770 ir@artisanpartners.com

AMD's Q4 revenue up by 34% to $10.3 billion breakingthenews.net

Micron stock price slips after hours as insider sale notice and chart warning cool MU rally TechStock²

A newborn baby has died in New Mexico from a Listeria infection that state health officials say was likely contracted from raw (unpasteurized) milk that the baby's mother drank during pregnancy. In a news release Tuesday , officials warned people not to consume any raw dairy, highlighting that it can be teeming with a variety of pathogens. Those germs are especially dangerous to pregnant women, as well as young children, the elderly, and people with weakened immune systems. "Raw milk can contain numerous disease-causing germs, including Listeria , which is bacteria that can cause miscarriage, stillbirth, preterm birth, or fatal infection in newborns, even if the mother is only mildly ill," the New Mexico Department of Health said in the press release. Read full article Comments

AMD四季度营收102.7亿美元，分析师预期96.5亿美元。 四季度调整后每股收益（EPS）为1.53美元，分析师预期1.32美元。 四季度运营利润28.5亿美元，分析师预期24.7亿美元。 四季度运营利润率28%，分析师预期25.4%。 四季度研发开支23.3亿美元，分析师预期21.6亿美元。 四季度资本开支2.22亿美元，分析师预期2.314亿美元。 预计一季度营收95亿-101亿美元，分析师预期93.9亿美元。 预计一季度调整后毛利润率大约55%，分析师预期54.5%。 AMD美股盘后跌4%。

Intapp press release ( INTA ): FQ2 Non-GAAP EPS of $0.33 beats by $0.07 . Revenue of $140.2M (+15.7% Y/Y) beats by $1.99M . Business Highlights As of December 31, 2025, we served more than 2,750 clients, 834 of which each had contracts greater than $100,000 of ARR. We upsold and cross-sold our existing clients such that our trailing twelve months’ cloud net revenue retention rate as of December 31, 2025 was 124%. We continued to add new clients and expand existing accounts including accounting firm Ostberg Sinclair and law firm Buchanan Ingersoll & Rooney. Intapp DealCloud was named Deal Origination Solution of the Year: Credit at the 2025 Private Equity Wire U.S. Awards. Fiscal 2026 Outlook Third Quarter Fiscal Year (in millions, except per share data) SaaS revenue $105.0 - $106.0 $415.0 - $419.0 Total revenue $143.8 - $144.8 $570.3 - $574.3 Non-GAAP operating income $23.1 - $24.1 $99.9 - $103.9 Non-GAAP diluted net income per share $0.27 - $0.29 $1.20 - $1.24 Click to enlarge More on Intapp Intapp: A Great Value Play Amid ARR Acceleration Intapp: Divergence In Share Price And Financial Performance Is An Opportunity Steven Cress Reviews His Top 10 Stocks For 2025 Intapp Q2 2026 Earnings Preview Seeking Alpha’s Quant Rating on Intapp

Columbia Sportswear press release ( COLM ): Q4 GAAP EPS of $1.73 beats by $0.52 . Revenue of $1.07B (-1.8% Y/Y) beats by $40M . First Quarter 2026 Financial Outlook Net sales are expected to be $747 to $759 million, representing a decrease of 4.0 to 2.5 percent from $778 million for the comparable period in 2025. Foreign currency translation is expected to benefit net sales by approximately 200 basis points. Operating margin is expected to be 2.1 to 2.9 percent of net sales, compared to operating margin of 6.0 percent of net sales in the comparable period in 2025. Operating margin includes SG&A expense deleverage driven by low-single-digit percent SG&A growth on declining net sales, and gross margin contraction primarily resulting from the impact of unmitigated incremental U.S. tariffs. Diluted earnings per share is expected to be $0.29 to $0.37, compared to $0.75 for the comparable period in 2025. More on Columbia Sportswear Columbia Sportswear's Plunge Doesn't Make The Stock A Good Fit Columbia Sportswear Tries To Restart Growth In A Competitive Market Columbia Sportswear Q4 2025 Earnings Preview Columbia Sportswear appoints co-presidents, Peter J. Bragdon and Joseph P. Boyle Seeking Alpha’s Quant Rating on Columbia Sportswear

PHILADELPHIA, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) today reported its financial and operating results for the three and twelve-month periods ended December 31, 2025. Management Comments “We achieved many of our full year 2025 business plan objectives including tenant retention, same store NOI results and mark-to-market rents. During the fourth quarter, we bought out our preferred partner’s equity interests at 3025 JFK and 3151 Market Street in Philadelphia, making both properties wholly owned assets. Our liquidity remains in excellent shape with no borrowings on our $600 million unsecured line of credit, and no bond maturities until November 2027,” stated Jerry Sweeney, President and Chief Executive Officer of Brandywine Realty Trust. “Looking ahead, our 2026 business plan includes recapitalizing our remaining development joint ventures in Austin, Texas, accelerating our overall asset recycling program and further improving our liquidity. We plan to use a majority of our asset sale proceeds to reduce debt, which may include bond repurchases, and the opportunistic buyback of our common shares that we believe are significantly undervalued. Our 2026 FFO guidance range is $0.51 to $0.59 per diluted share.” Fourth Quarter Highlights Financial Results Net loss attributable to common shareholders: $(36.9) million, or $(0.21) per share. Our results include a $(12.2) million, or $(0.07) per share, charge related to a loss on the early extinguishment of debt related to our $245 million loan repayment. Funds from Operations (FFO) available to common shareholders: $14.6 million, or $0.08 per diluted share. Our results include a $(12.2) million, or $(0.07) per share charge related to a loss on the early extinguishment of debt related to our $245 million loan repayment. Portfolio Results Core Portfolio: 88.3% occupied and 90.4% leased. New and Renewal Leases Signed: 157,000 square feet in the fourth quarter in our wholly owned portfolio and, includ...

HOUSTON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Powell Industries, Inc. (NASDAQ: POWL), a leading supplier of custom-engineered solutions for the management, control and distribution of electrical energy, today announced results for the first quarter Fiscal 2026 ended December 31, 2025. All comparisons are to the first quarter Fiscal 2025, unless otherwise noted. First Quarter Key Highlights: Revenues of $251 million increased 4%; Gross profit of $71 million, or 28.4% of revenue, increased 20%; Net income of $41 million, or $3.40 per diluted share, increased 19%; New orders ( 1) totaled $439 million, an increase of 63%; totaled $439 million, an increase of 63%; Backlog ( 2) as of December 31, 2025 totaled $1.6 billion, an increase of 16%; as of December 31, 2025 totaled $1.6 billion, an increase of 16%; Cash and short-term investments as of December 31, 2025 totaled $501 million. Brett A. Cope, Powell’s Chairman and Chief Executive Officer, stated, “Ongoing levels of solid project execution drove a strong start to our fiscal year, as we delivered a gross margin of 28.4% despite the typical seasonality and lower volumes that define our first quarter. We also experienced high levels of order activity across most of the markets we serve, as the $439 million of awards booked was the highest quarterly total in over two years and led to a book-to-bill ratio of 1.7. Activity in our Commercial & Other Industrial market has accelerated considerably, as this market accounted for almost one-half of our awards in the quarter, and the average project size that we are pursuing and winning has grown substantially, highlighted by our first megaproject(3) order in the data center end market. Also, we won a very large LNG award to support a project along the U.S. Gulf Coast, as this market continues to exhibit favorable dynamics. Overall, our fiscal year is off to a great start, and our results continue to demonstrate both the breadth of investment in electrical infrastructure, as well as...

SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- American Assets Trust, Inc. (NYSE: AAT) (the “company”) today reported financial results for its fourth quarter and year ended December 31, 2025. Fourth Quarter Highlights Net income available to common stockholders of $3.1 million and $55.6 million for the three months and year ended December 31, 2025 , respectively, or $0.05 and $0.92 per diluted share, respectively. FFO of $0.47 and $2.00 per diluted share for the three months and year ended December 31, 2025 , respectively, compared to $0.55 and $2.58 per diluted share for the same periods in 2024. Same-store cash Net Operating Income ( “ NOI ” ) remained flat and increased 0.5 % year-over-year for the three months and year ended December 31, 2025 , respectively, compared to the same periods in 2024. “ ” Introducing 2026 annual guidance midpoint of $2.03 with a range of $1.96 to $2.10 of FFO per diluted share. Leased 193,000 of office square feet, of which approximately 135,000 is comparable at an average straight-line basis and cash-basis contractual rent increase of 11.5% and 6.6% , respectively, during the fourth quarter. Leased 43,000 of retail square feet, of which approximately 29,000 is comparable at an average straight-line basis and cash-basis contractual rent increase of 24.3% and 0.3%, respectively, during the fourth quarter. Financial Results (Unaudited, amounts in thousands, except per share data) Three Months Ended December 31, Year Ended December 31, 2025 2024 2025 2024 Net income $ 4,221 $ 11,584 $ 71,370 $ 72,819 Basic and diluted income attributable to common stockholders per share $ 0.05 $ 0.15 $ 0.92 $ 0.94 FFO attributable to common stock and common units $ 36,027 $ 42,110 $ 153,449 $ 197,526 FFO per diluted share and unit $ 0.47 $ 0.55 $ 2.00 $ 2.58 FFO per diluted share and unit, excluding lease termination fees and litigation income(1) $ 0.47 $ 0.55 $ 1.97 $ 2.30 (1) Excludes $1.9 million in lease termination fees recognized during the year end...

SANTA CLARA, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the fourth quarter and full year of 2025. Fourth quarter revenue was a record $10.3 billion, gross margin was 54%, operating income was $1.8 billion, net income was $1.5 billion and diluted earnings per share was $0.92. On a non-GAAP(*) basis, gross margin was 57%, operating income was a record $2.9 billion, net income was a record $2.5 billion and diluted earnings per share was a record $1.53. For the full year 2025, AMD reported record revenue of $34.6 billion, gross margin of 50%, operating income of $3.7 billion, net income of $4.3 billion, and diluted earnings per share of $2.65. On a non-GAAP(*) basis, gross margin was 52%, operating income was a record $7.8 billion, net income was a record $6.8 billion and diluted earnings per share was a record $4.17. “2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad-based demand for our high-performance and AI platforms,” said Dr. Lisa Su, AMD chair and CEO. “We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.” “Our record fourth quarter and full-year results demonstrate AMD’s ability to deliver profitable growth at scale,” said Jean Hu, AMD executive vice president, CFO and treasurer. “We achieved record non-GAAP operating income and free cash flow, while increasing our strategic investments to support long-term growth across our high-performance and adaptive computing product portfolio.” GAAP Quarterly Financial Results Q4 2025 Q4 2024 Y/Y Q3 2025 Q/Q Revenue ($M) $10,270 $7,658 Up 34% $9,246 Up 11% Gross profit ($M) $5,577 $3,882 Up 44% $4,780 Up 17% Gross margin 54% 51% Up 3 ppts 52% Up 2 ppts Operating expenses ($M) $3,825 $3,011 Up 27% $3,510 Up 9% Operating income ($M) $1,752 $871 Up 101% $1,270 Up 38% Operating margin...

FY'25 Net Revenues +5.8%, Organic Net Revenues1 +4.3%, Volume/Mix -3.7% FY'25 Diluted EPS declined -44.7% to $1.89 FY'25 Adjusted EPS1 was $2.92 down -14.6% on a constant currency basis FY'25 Cash provided by operating activities was $4.5 billion FY'25 Free Cash Flow1 was $3.2 billion FY'25 Return of capital to shareholders was $4.9 billion Company provides FY'26 outlook CHICAGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today reported its fourth quarter and full year 2025 results. “We delivered solid top-line results, generated strong cash flow, and returned significant cash to shareholders in a dynamic and challenging 2025 environment. While unprecedented cocoa cost headwinds impacted our profitability, our teams remained focused on what they can control to best position us for sustainable, profitable growth,” said Dirk Van de Put, Chair and Chief Executive Officer. “As 2026 commences, we are executing clear plans to create multi-year shareholder value through improved volumes, brand investments, structural cost savings and disciplined capital allocation coupled with stabilizing cocoa costs. We remain convinced that our scale across markets—along with our stable of iconic brands, extensive route-to-market capabilities and supply chain strength—give us fundamental advantages in the years to come.” Net Revenue $ in millions Reported Net Revenues Organic Net Revenue Growth Q4 2025 % Chg vs PY Q4 2025 Vol/Mix Pricing Quarter 4 Latin America $ 1,264 7.9 % 4.4 % (4.1) pp 8.5 pp Asia, Middle East & Africa 2,078 8.9 7.5 (1.8) 9.3 Europe 4,391 17.3 8.3 (7.4) 15.7 North America 2,763 (0.6) (0.5) (3.7) 3.2 Mondelēz International $ 10,496 9.3 % 5.1 % (4.8) pp 9.9 pp Emerging Markets $ 4,122 13.2 % 8.0 % (3.8) pp 11.8 pp Developed Markets $ 6,374 6.9 % 3.4 % (5.4) pp 8.8 pp Full Year FY 2025 FY 2025 Latin America $ 4,899 (0.5) % 4.6 % (3.2) pp 7.8 pp Asia, Middle East & Africa 7,932 8.7 5.7 (2.1) 7.8 Europe 15,027 12.9 8.6 (5.3) 13.9 North A...

(1) Full year 2025 results included approximately $440 million in net inventory and related charges as a result of the U.S. Government's export control on AMD Instinct™ MI308 data center GPU products. “Our record fourth quarter and full-year results demonstrate AMD’s ability to deliver profitable growth at scale,” said Jean Hu, AMD executive vice president, CFO and treasurer. “We achieved record non-GAAP operating income and free cash flow, while increasing our strategic investments to support long-term growth across our high-performance and adaptive computing product portfolio.” “2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad-based demand for our high-performance and AI platforms,” said Dr. Lisa Su, AMD chair and CEO. “We are entering 2026 with strong momentum across our business, led by accelerating adoption of our high-performance EPYC and Ryzen CPUs and the rapid scaling of our data center AI franchise.” For the full year 2025, AMD reported record revenue of $34.6 billion, gross margin of 50%, operating income of $3.7 billion, net income of $4.3 billion, and diluted earnings per share of $2.65. On a non-GAAP (*) basis, gross margin was 52%, operating income was a record $7.8 billion, net income was a record $6.8 billion and diluted earnings per share was a record $4.17. SANTA CLARA, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the fourth quarter and full year of 2025. Fourth quarter revenue was a record $10.3 billion, gross margin was 54%, operating income was $1.8 billion, net income was $1.5 billion and diluted earnings per share was $0.92. On a non-GAAP (*) basis, gross margin was 57%, operating income was a record $2.9 billion, net income was a record $2.5 billion and diluted earnings per share was a record $1.53. Story Continues In the fourth quarter, AMD benefited from an approximate $360 million release of previously reserved AMD Instinct™ MI308 in...

Credit cards have been in the news a lot lately. Credit cards have been in the news quite a bit in recent weeks as two proposals have come out that could significantly impact the industry. One is a proposal by President Donald Trump, and supported by lawmakers on both sides of the political aisle, to cap interest rates on credit cards at 10% for one year to help with the "affordability" crisis. The other is a bill, the Credit Card Competition Act (CCCA), that is targeted at breaking the duopoly that the two largest credit and payment processors -- Mastercard (MA 0.85%) and Visa (V 1.40%) -- control. In short, the bill would require large banks to offer merchants at least two networks for processing transactions, including one that isn't Mastercard or Visa. The idea is to create more competition and potentially lower credit card processing fees. The ideas in the CCCA have been around since 2022, but prior bills have never garnered enough congressional votes to pass. But this latest bill has the endorsement of the president and seems to have some momentum, despite heavy lobbying efforts by the industry. Investors may have seen these news stories and questioned how these proposals could impact Visa and Mastercard stocks. My view is that Mastercard stock is still a buy, despite these potential headwinds. Mastercard stock rises 4% after Q4 earnings Mastercard reported earnings last week, showing a strong quarter with revenue up 18% and earnings up 24% year over year. Gross dollar volume increased 7%, while cross-border transactions increased 14%, and switched transactions rose 10%. These metrics all measure, in different ways, how often the Mastercard network is used for transactions. In 2026, Mastercard expects healthy consumer spending, which will drive revenue growth by the high end of a low double-digit range -- so, 12% to 14%. That would be down from 16% in 2025. But adjusted operating expenses are also going to be down to the low end of a low double-digit range, ac...

AMD Reports Fourth Quarter and Full Year 2025 Financial Results Yahoo Finance Singapore

AMD Reports Fourth Quarter and Full Year 2025 Financial Results AMD

Monty Rakusen/DigitalVision via Getty Images Cirrus Logic ( CRUS ) jumped 9% during early post-market trading on Tuesday after it released its third quarter fiscal 2026 financial results . For the quarter ended December 27, the developer of low-power, high-precision mixed-signal processing solutions and audio products reported adjusted earnings per share of $2.97 versus the consensus estimate of $2.44. GAAP EPS was $2.66 compared to the $2.03 estimate. Revenue for the third quarter increased 4.5% year over year to total $580.6MM, which was more than the consensus of $534.5M. On a segment basis, audio sales totaled $344.5M versus the $303M estimate, and high-performance mixed-signal sales were $236M compared to the $232M estimate. Cirrus reported a gross margin of 53.1%, which was just above the 52.1% estimate. Looking ahead to the quarter in progress, Cirrus projects fourth-quarter revenue ranging from $410M to $470M, with a $440M midpoint well above the $385.8M consensus. The company expects its gross margin to have a midpoint of 52%, which is a hair above the 51.8% consensus. "Cirrus Logic delivered revenue above the high end of our guidance range for the December quarter, driven by stronger-than-anticipated demand for components shipping into smartphones and a favorable mix of end devices," said Cirrus Logic CEO John Forsyth. "During the quarter, we also made solid progress executing on our strategy to expand our addressable market and drive product diversification," he added. "This included sampling a new component designed to enable and enhance the use of voice as an interface for future AI-enabled PCs and ramping our latest-generation amplifier and codec in mainstream PC platforms." More on Cirrus Logic Vision Investing With Cirrus Logic Cirrus Logic, Inc. (CRUS) Presents at Barclays 23rd Annual Global Technology Conference Transcript Cirrus Logic Q3 2026 Earnings Preview Cirrus Logic slips as Loop Capital downgrades on risk-reward Seeking Alpha’s Quant Rating...

美国周二下午交易时段，美国国债期货收复跌幅，国债收益率当日转为小幅下降，原因是股市跌幅扩大、WTI原油期货在当日涨势基础上继续走高。股市走弱主要由科技股再度遭到抛售推动，而在有报道称美国海军在阿拉伯海击落一架飞向美国航母的伊朗无人机后，油价扩大涨势。繁忙的公司债发行日程主要由金融类公司发债交易构成，其中以美国银行的多期限分批发行领衔。 纽约时间下午3点刚过不久，国债收益率全线下行1个基点左右，利差在周一收盘水平1个基点之内。 10年期国债收益率在4.27%左右，当日略有下行，表现优于德国国债和英国国债。 标普500指数在国债现货市场收盘前下跌1.2%，对债市形成支撑；纳斯达克指数下跌约1%，软件股的回撤对市场构成压力。WTI原油期货在尾盘上涨2.8%，处于当日高位附近。 公司债发行日程由金融机构主导，9家公司合计发行规模为214亿美元，其中金融发行人占据大部分；本周发行量逼近500亿美元。 在美国时段早些时候，受欧洲债券更大跌幅影响，美国国债面临下行压力；德国30年期国债收益率升至2011年以来最高水平，市场持续关注欧洲政府债券发行。 纽约时间下午4：00， 2年期国债收益率报3.5655%； 5年期国债收益率报3.8297%； 10年期国债收益率报4.2635%； 30年期国债收益率报4.8952%； 5年和30年期国债收益率差报106.37个基点； 2年和10年期国债收益率差报69.59个基点。 责任编辑：丁文武

The Kospi index is up 25.5% year to date, a world-best performance. The iShares MSCI South Korea ETF is up more than 27%, also outperforming country-specific ETFs. The S&P 500, by comparison, has nearly erased its 2026 gains.

Clorox press release ( CLX ): Q2 Non-GAAP EPS of $1.39 misses by $0.04 . Revenue of $1.67B (-1.2% Y/Y) beats by $30M . The company is confirming the following elements of its fiscal year 2026 outlook: The company still expects net sales to be down 6% to 10% vs -8.70% consensus, including less than a point of negative impact from the divestiture of its VMS business. Organic sales are still expected to decrease 5% to 9%, including a negative impact of about 7.5 points related to the reversal of the impact from incremental shipments associated with the ERP transition in the prior year. Gross margin is still expected to be down 50 to 100 basis points. The reversal of the impact from incremental shipments associated with ERP transition in the prior fiscal year is expected to result in about 100 basis points of headwinds. Selling and administrative expenses are still expected to be about 16% of net sales. It continues to include about 90 basis points of impact from the company's strategic investments in digital capabilities and productivity enhancements. Advertising and sales promotion spending is still expected to be about 11% of net sales, reflecting the company's ongoing commitment to invest behind its brands. The company's effective tax rate is still expected to be about 24%. Fiscal year diluted EPS is still expected to be between $5.60 and $5.95, a year-over-year decrease of 14% to 9%, respectively. This includes the negative impact of about 90 cents related to the reversal of the impact from incremental shipments associated with the ERP transition in the prior fiscal year. Adjusted EPS is still expected to be between $5.95 and $6.30 vs $5.95 consensus More on Clorox Clorox: Adding Sanitizers, But In Need Of Getting Its Hands Dirty The Clorox Company (CLX) GOJO Industries, Inc., - M&A Call - Slideshow The Clorox Company (CLX) M&A Call Transcript Clorox Q2 2026 Earnings Preview Clorox fined $14.15M for failing to report product contamination to consumer watchdog