季度业绩
United Airlines · UAL
美联航第三季度营收增长，但燃油成本上升压低利润率
营收增长 17.4% 至 179 亿美元，净利润增长 8.4% 至 10 亿美元。营业利润率降至 8.1%，经营现金流降至 4.65 亿美元。
- 营收
- $17.9B ↑17.4%
- 营业利润率
- 8.1% ↓1.1 pts
- 净利润
- $1.0B ↑8.4%
新闻与分析
业绩在提交当天解读，每周日发布一周市场回顾。所有数字均来自 SEC 文件。
年度业绩
Accenture raised buybacks 63% and paid out 99% of its free cash flow
Revenue grew 6.5% to $74.2 billion and operating margin rose to 15.4%. Accenture spent $11.5 billion on buybacks and dividends, 99% of its free cash flow, and ended the year with $10.1 billion of debt.
ACN
Revenue $74.2B ↑6.5%
3 分钟 · 10月23日
季度业绩
Meta revenue rose 26% to $64.6 billion, but a legal charge cut operating income 37%
Revenue rose 26.1% to $64.6 billion, while operating income fell 36.8% to $13.0 billion after a $9.89 billion legal charge. Capital spending of $33.9 billion left free cash flow negative.
META
Revenue $64.6B ↑26.1%
2 分钟 · 10月22日
季度业绩
特斯拉第三季度营收持平，营业利润下降逾一半
营收为 280 亿美元，同比下降 0.2%。由于研发支出增长 69.4%，营业利润下降 55.8% 至 7.18 亿美元；资本支出增长一倍多，至 47 亿美元。
TSLA
营收 $28.0B 0.2%
2 分钟 · 10月22日
季度业绩
Netflix 第三季度营收增长 11.9% 至 129 亿美元，营业利润率扩大
营收增长 11.9% 至 129 亿美元，营业利润率从上年同期的 28.2% 升至 34.6%。股票回购增至 48 亿美元。
NFLX
营收 $12.9B ↑11.9%
2 分钟 · 10月21日
季度业绩
General Motors net income rose to $3.3 billion in the third quarter as warranty costs fell
Revenue grew 2.9% to $50.0 billion and net income reached $3.3 billion, up from $1.3 billion a year earlier. The company said lower warranty costs helped, and it bought back $2.5 billion of stock.
GM
Revenue $50.0B ↑2.9%
2 分钟 · 10月20日
新闻焦点
Netflix cut 1,000 jobs and its content chief in a week. Tonight it has to explain why
Netflix reports after the close on Tuesday, after a week of layoffs and a content shake-up. Here is the bar it set itself and what its 10-Q says about the cuts.
6 分钟 · 10月20日
一周回顾
A 15% bond yield, a hot inflation report and the Nasdaq's worst week since June: AI's debt bill arrives
A viral chart of CoreWeave's bonds and a hotter-than-expected inflation report sent the Nasdaq to its worst week since June. Here is why AI's most indebted companies sold off first, and what the filings show.
8 分钟 · 10月18日
年度业绩
Micron's revenue rose 256% to $133.2 billion as memory prices climbed
Revenue rose 256.3% to $133.2 billion as memory prices climbed, and operating margin reached 74.6%. Free cash flow was $59.0 billion, up from $1.7 billion.
MU
Revenue $133.2B ↑256.3%
3 分钟 · 10月16日
一周回顾
Tesla's Roadster flew for a few seconds. Its latest filing shows where the money is going
Tesla unveiled a Roadster that hopped, flipped and landed using rocket-company thrusters. We read the latest 10-Q to see what the show sits on top of.
7 分钟 · 10月16日
年度业绩
Tesla's revenue fell in 2025 as car sales dropped and energy storage grew
Revenue fell 2.9% to $94.8 billion and operating margin dropped to 4.6%. Net income fell 46.5%, while free cash flow rose 73.7% as capital spending fell.
TSLA
Revenue $94.8B ↓2.9%
3 分钟 · 10月16日
季度业绩
Marsh McLennan's revenue rose 8% to $6.9 billion as a legal settlement cut its margin
Revenue rose 8.1% to $6.9 billion and diluted EPS rose 11.9% to $1.69. A $144 million charge for the Greensill settlement cut the operating margin to 17.7%.
MRSH
Revenue $6.9B ↑8.1%
2 分钟 · 10月16日
季度业绩
Domino's net income rose 9.2% in the third quarter as U.S. same store sales grew 0.3%
Revenue grew 3.4% to $1.19 billion, mostly from supply chain sales and royalties from new stores. Net income rose 9.2% to $152 million, while U.S. same store sales grew 0.3%.
DPZ
Revenue $1.19B ↑3.4%
2 分钟 · 10月14日
季度业绩
Delta's revenue rose 21% to $20.2 billion as net income fell 47% on fuel and investments
Revenue rose 21.1% to $20.2 billion on higher fares and refinery sales. Fuel costs rose $1.8 billion and investments swung to a loss, so net income fell 46.6% to $756 million.
DAL
Revenue $20.2B ↑21.1%
3 分钟 · 10月13日
一周回顾
Mortgage rates hit 7.40%, a short seller hit Lennar, and Berkshire bought $192.6 million more
As mortgage rates reached 7.40%, Hunterbrook said Lennar sold hundreds of homes to its spinoff Millrose, and Berkshire disclosed $192.6 million more of Lennar stock.
7 分钟 · 10月11日
年度业绩
Costco's net income rose 13.9% to $9.2 billion as revenue grew 10.1%
Revenue grew 10.1% to $303.2 billion and net income rose 13.9% to $9.2 billion. Free cash flow reached $9.4 billion, and cash net of debt rose to $15.1 billion.
COST
Revenue $303.2B ↑10.1%
3 分钟 · 10月9日
一周回顾
A $2 trillion price tag, a model too risky to ship and insiders cashing out: is AI a bubble?
Anthropic's leaked prospectus, OpenAI's shelved model and Cerebras' slide below its IPO price made the case for and against an AI bubble in a single week. The filings show where the money is going.
8 分钟 · 10月6日
年度业绩
Nvidia revenue rises 65.5% to $215.9 billion as gross margin slips to 71.1%
Revenue grew 65.5% to $215.9 billion, led by Data Center sales of $193.7 billion. Gross margin fell 3.9 points to 71.1%, partly because of a $4.5 billion charge on H20 chips for China.
NVDA
Revenue $215.9B ↑65.5%
3 分钟 · 10月5日
年度业绩
Record profit at Microsoft, as data-center spending cuts free cash flow
Revenue grew 17.8% to $331.8 billion and operating margin hit 46.8%. Capital spending rose 80% to $115.9 billion, so free cash flow fell for a second year.
MSFT
Revenue $331.8B ↑17.8%
3 分钟 · 9月26日
