Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

U.S. stock markets have maintained their northward journey in 2024 after an astonishing rally in 2023. Despite the recent mayhem, year to date, the three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — have advanced 7%, 14% and 13%, respectively. However, a qualitative difference appeared between the rally of 2023 and 2024.Last year, the rally was predominantly driven by the technology sector. An unprecedented adoption of generative artificial intelligence (AI) technology globally was ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

财务数据和关键指标变化 - 公司第二季度调整后每股收益为1.30美元,同比增长9%,超出预期 [12] - 公司全年调整后每股收益指引上调0.15美元至4.95-5.15美元,中值同比增长18% [12][40] - 公司第二季度自由现金流为5700万美元,与去年基本持平,全年自由现金流预期为2.55-2.75亿美元,高于之前指引 [38] 各条业务线数据和关键指标变化 航空电子业务 - 第二季度销售额为2.31亿美元,同比增长22%,其中核心业务增长16%,收购Vian带来6%增长 [29] - 订单和订单backlog均保持强劲增长,第二季度订单backlog同比增长21% [29] - 商用和军用市场的售后服务销售均保持高增长,分别增长28%和47% [30] - 商用和军用OEM销售分别增长27%和6% [30] - 毛利率提升3.6个百分点至23.8% [30] - 全年销售增长指引维持12%,收购Vian带来4.5%增长,毛利率指引上调至22.2% [31] 工艺流程技术业务 - 第二季度销售额为2.98亿美元,同比增长13%,其中核心业务增长7%,收购Vian和CryoWorks带来7%增长 [32] - 订单和订单backlog均保持强劲增长,第二季度订单backlog同比增长9% [32] - 毛利率提升0.5个百分点至20.5% [33] - 全年销售增长指引上调至10%,其中核心业务增长4%,收购带来6%增长,毛利率指引上调至20.6% [34][35] 工程材料业务 - 第二季度销售额为5300万美元,同比下降8%,毛利率下降2.7个百分点至13.9% [37] - 全年销售和毛利率预计与2023年持平 [37] 各个市场数据和关键指标变化 - 航空电子业务商用和军用市场均保持强劲增长 [28][30] - 工艺流程技术业务北美和中国市场保持强劲,欧洲化工和工业市场仍有所疲软 [32][33] 公司战略和发展方向及行业竞争 - 公司长期目标为4-6%的核心业务销售增长,配合高于销售增长的利润增长,并通过并购进一步提升 [15] - 公司在航空电子和工艺流程技术领域持续取得技术突破和市场份额提升,如在无人机、电动车、氢能等领域 [16][17][22][23] - 公司积极推进并购,未来12-18个月内有较多中小型并购机会 [14][63][64] - 公司在供应链和产能方面做好准备,能够满足任何意外的需求上升 [13] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管存在一些供应链挑战,但公司已适应并进入"新常态",能够满足客户需求 [60][61] - 管理层对公司未来发展前景保持乐观,有信心实现全年业绩指引 [12][15] 其他重要信息 - 公司任命Allison Poliniak为新的投资者关系副总裁,她此前在Wells Fargo担任分析师 [5][6][7] - 公司在Farnborough航展上与客户和供应商进行了150多次会谈,加强了战略合作 [90][91] 问答环节重要的提问和回答 问题1 **Damian Karas提问** 询问工艺流程技术业务销售增长预期大幅上调的原因 [43] **Max Mitchell和Richard Maue回答** 公司原先对市场恢复的预期较为保守,但实际市场需求,特别是北美和中国市场,强于预期,导致公司调高了全年销售增长指引 [44][45] 问题2 **Nicholas Lipinski提问** 询问公司并购管线情况,是否面临竞争加剧和估值压力 [63] **Max Mitchell回答** 公司并购管线丰富,既有自身培育的机会,也有来自私募和集团剥离的机会,虽然竞争有所加剧,但公司将保持谨慎和纪律,确保投资回报达标 [64] 问题3 **Justin Ages提问** 询问工艺流程技术业务5大重点领域(化工、水/废水、制药、工业、氢能)的销售和利润占比 [69] **Max Mitchell和Richard Maue回答** 这5大领域占工艺流程技术业务总销售约60%,利润占比更高,其中化工和制药是最大贡献者 [70][71][73]

CRANE Q2 2024 Earnings Release Call Forward-Looking Statements – Disclaimer This presentation contains forward-looking statements within the meaning of the federal securities laws. Forward-looking statements include all statements that are not historical statements of fact and those regarding our intent, belief, or expectations, including, but not limited to: benefits and synergies of the separation transaction; strategic and competitive advantages of Crane; future financing plans and opportunities; and bus ...

文章核心观点 - 公司Crane NXT(NYSE:CXT)是一家有趣的支付行业公司,主要收入来自于Crane Payment Innovations和Crane Currency两个业务部门 [2] - 2023年公司整体财务表现有些令人失望,收入小幅增长但利润有所下降 [3][4] - 2024年第一季度公司业绩继续下滑,主要受Crane Payment Innovations业务影响 [5] - 尽管短期业绩有所下滑,但管理层对2024年全年的业绩表现持乐观态度,预计收入和利润将实现增长 [6] 根据目录分别总结 2023年财务表现 - 2023年公司总收入为13.9亿美元,较上年1.34亿美元略有增长 [3] - Crane Payment Innovations收入增长1.4%至8.864亿美元,主要受益于产品价格上涨 [4] - Crane Currency收入增长8.4%至5.049亿美元,主要受益于国际市场销售增长 [4] - 尽管收入增长,但净利润从2.049亿美元下降至1.883亿美元,主要受到Crane Currency利润率下降的影响 [4] 2024年第一季度财务表现 - 2024年第一季度公司总收入为3.136亿美元,较上年同期3.291亿美元有所下降 [5] - Crane Payment Innovations收入下降,主要受到客户调整库存水平的影响 [5] - Crane Currency收入基本持平,略有下降主要是由于美国货币业务销量下降 [5] - 受收入下降影响,公司净利润从4370万美元下降至3780万美元 [5] 未来发展前景 - 管理层预计2024年全年收入将增长5%-8%,每股收益将达4.10-4.35美元 [6] - 公司计划通过并购等方式实现未来5年内收入达到30亿美元的目标 [9] - 分析师预计2024年第二季度公司收入和利润将同比有所增长 [14][15] - 从估值角度来看,公司股价仍有较大上涨空间 [10][12]

Crane (CR) came out with quarterly earnings of $1.30 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 4.84%. A quarter ago, it was expected that this maker of aerospace, electronics and engineered industrial products would post earnings of $1.12 per share when it actually produced earnings of $1.22, delivering a surprise of 8. ...

The market expects Crane (CR) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 2 ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Crane Company (CR) shares rallied 3.1% in the last trading session to close at $146.31. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.7% loss over the past four weeks.Crane’s rally is largely driven by optimism regarding the company’s strong momentum in the Aerospace & Electronics segment, driven by higher aircraft build rates and continued recovery in airline flight hours. Also, the acquisition of Vian E ...