When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...

U.S. stock markets ended in positive territory in a volatile August. All three major stock indexes finished in green. The broad-market index – the S&P 500 – recorded four consecutive months of positive closing.  Consequently, several stocks have shown price strength. We have primarily targeted stocks that have recently been on a bull run. Such stocks have a high chance of carrying the momentum forward.If a stock is continuously witnessing an uptrend, there must be a solid reason or it would have probably cr ...

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Climb Global Solutions (CLMB) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Climb Global Solutions is one of 316 companies ...

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock aliv ...

U.S. stock markets suffered a bloody blow in the first week of August. Wall Street’s turmoil was triggered by weak labor market data, which heightened concerns of a near-term recession. The massive unwinding of Yen-carry trade due to an unexpected rate hike by the Bank of Japan aggravated the situation. However, U.S. stock markets recovered their lost ground to a great extent within the next 3-4 trading sessions as more released data showed that the fundamentals of the U.S. economy remain firm. Market parti ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...

业务表现 - 公司通过"分销"和"解决方案"两个业务部门销售软件和其他第三方IT产品及服务[141] - 公司销售受到IT支出水平和客户对产品需求的影响[143] - 公司净销售额同比增长13%，达到92.1亿美元[189] - 公司调整后总销售额同比增长31%，达到359.8亿美元[189] - 分销业务净销售额同比增长15%，达到87.8亿美元[190] - 分销业务调整后总销售额同比增长33%，达到340.1亿美元[190] - 解决方案业务净销售额同比下降24%，达到4.2亿美元[191] - 解决方案业务调整后总销售额同比增长5%，达到19.8亿美元[191] - 2024年上半年净销售额增加11%或1770万美元至1.845亿美元，调整后总销售额增加23%或1.337亿美元至7.151亿美元[202] - 2024年上半年分销业务净销售额增加13%或2000万美元至1.747亿美元，调整后总销售额增加24%或1.311亿美元至6.747亿美元[203] - 2024年上半年解决方案业务净销售额下降19%或230万美元至980万美元，调整后总销售额增加7%或250万美元至4040万美元[204] 盈利能力 - 公司毛利率受到竞争和产品组合变化的影响，但通过成本效率措施维持盈利[144] - 公司毛利润同比增长36%，达到18.6亿美元[193] - 分销业务毛利润同比增长42%，达到15.7亿美元[194] - 解决方案业务毛利润同比增长10%，达到2.9亿美元[195] 财务状况 - 公司销售、毛利和经营业绩会因季节性因素而季度性波动[147] - 公司过去通过派发季度股息和股票回购向投资者回报价值[148] - 客户返利和折扣同比增加0.7亿美元，达到3.2亿美元[196] - 供应商返利和折扣在2024年6月30日结束的三个月内为160万美元，而上年同期为210万美元[197] - 销售、一般及管理费用在2024年6月30日结束的三个月内增加12%或140万美元至1300万美元，主要由于收购Data Solutions的影响[198] - 折旧和摊销费用在2024年6月30日结束的三个月内增加43%或30万美元至90万美元，主要由于Data Solutions收购产生的无形资产摊销[199] - 收购相关成本在2024年6月30日结束的三个月内为50万美元，主要为收购Douglas Stewart Software & Services, LLC的相关成本[200] - 2024年6月30日和2023年6月30日结束的三个月内，公司分别计提了100万美元和50万美元的所得税费用，有效税率分别为22.8%和24.9%[201] - 2024年6月30日公司现金及现金等价物增加33%或1210万美元至4840万美元[216] 商誉减值 - 公司的商誉减值测试需要管理层做出重大判断和估计[164][167][168]

财务数据和关键指标变化 - 调整后总销售额(AGB)同比增长31%至3.598亿美元 [23][24] - 净销售额同比增长13%至9210万美元 [23] - 剔除Data Solutions后,AGB有机增长19.5% [24] - 毛利润同比增长36%至1860万美元 [26] - 剔除Data Solutions后,毛利润有机增长17.8% [26] - 毛利率从5%提升至5.2% [26] - 净利润同比增长超过2倍至340万美元,每股收益0.75美元 [28] - 调整后净利润增长19%至380万美元,每股收益0.83美元 [28] - 调整后EBITDA同比增长48%至690万美元,EBITDA利润率从34.2%提升至37.3% [29] 各条业务线数据和关键指标变化 - 公司在安全和数据中心领域持续保持强劲增长 [35][36] - 各地区业务均实现增长,除了一个地区保持平稳 [38] 各个市场数据和关键指标变化 - 公司在北美和欧洲市场均实现有机增长 [26][44] - 公司正在努力将美国的供应商拓展到英国市场,并有一些成功案例 [44][45] 公司战略和发展方向及行业竞争 - 公司专注于与创新技术供应商建立合作关系,在本季度评估了31个新品牌并签约3个 [10][11][12] - 公司通过收购扩大业务规模,最近完成了对DSS的收购 [15][16][17] - 公司正在实施ERP系统升级,以提高运营效率和决策支持能力 [18][19][20] - 公司将继续保持有机增长,同时通过收购实现外延式增长 [20][31][32] 管理层对经营环境和未来前景的评论 - 公司在安全和数据中心领域保持强劲增长,有望延续至下半年 [35][36] - 公司业务增长广泛,大部分主要供应商均实现增长 [37][38] - 公司对DSS的收购协同效应预计将在3-4个月内实现 [32] - 公司有信心通过有机增长和收购实现未来的强劲增长和盈利能力 [31][32] 其他重要信息 - 公司宣布派发每股0.17美元的季度股息 [31] - 公司已完成ERP系统在北美和英国的上线,并将在9月和11月完成在爱尔兰和DSS的上线 [53][54][55] 问答环节重要的提问和回答 问题1 **Vincent Colicchio 提问** 公司是否预计安全和数据中心业务将在下半年继续保持增长 [35] **Dale Foster 回答** 是的,公司在这些领域保持强劲增长,有望延续至下半年 [36] 问题2 **Bill Dezellem 提问** 公司预计多长时间能实现DSS收购的交叉销售协同效应 [39] **Dale Foster 回答** 公司预计很快就能实现交叉销售协同效应,因为两家公司的业务和客户群高度重合 [40][41][42] 问题3 **Howard Root 提问** DSS收购对公司的EBITDA有多大影响 [59][60][61][62][63] **Dale Foster 回答** DSS收购对公司EBITDA有立即的增厚作用,预计能增加约20%左右 [63][64]

EATONTOWN, N.J., Aug. 07, 2024 (GLOBE NEWSWIRE) -- Climb Global Solutions, Inc. (NASDAQ:CLMB), a value-added global IT channel company specializing in unique sales and distribution solutions for innovative technology vendors, announced it is acquiring Douglas Stewart Software & Services, LLC ("DSS"), a separate division of the privately held Douglas Stewart Company. DSS is a Wisconsin-based, leading specialty distributor focused on SaaS solutions for education customers in North America. The acquisition enh ...

Climb Global Solutions (CLMB) came out with quarterly earnings of $0.83 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 72.92%. A quarter ago, it was expected that this computer software reseller would post earnings of $0.75 per share when it actually produced earnings of $0.60, delivering a surprise of -20%.Over the last fou ...