시장 이야기 by 제이슨
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이 채널의 모든 내용들은 투자의 아이디어를 제공하는 것이지 직접 매수매도 추천을 드리는것이 아닙니다. 또한 이곳에 올라오는 모든 글은 믿을만한 정보를 바탕으로 작성 되지만 그것이 완벽하고 정확한 것을 의미하는 것은 아닙니다. 따라서 이곳의 글을 바탕으로 투자하였을 경우 모든 책임은 투자가에게 있는 것입니다
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공매도 6325억
Verizon Q1

EPS: $1.19 (Est: $1.15; ▲ +3.5% YoY)
Revenue: $33.5B (Est: $33.26B; ▲ +1.5% YoY)
Net Postpaid Phone Losses: -289K (Est: -185K)

FY25 Guidance
Adj. EPS Growth: 0% to 3%
Adj. EBITDA Growth: 2.0% to 3.5%
Northrop Grumman Q1

Adj. EPS: $6.06 (Est: $6.26)
Sales: $9.47B (Est: $9.94B; ▼ -7% YoY)

FY25 Guidance
Adj. EPS: $24.95–$25.35 (Prior: $27.85–$28.25)
Segment Op. Income: $4.2B–$4.35B (Prior: $4.65B–$4.8B)
3M Q1

Adj. EPS: $1.88 (Est: $1.77; ▲ +10% YoY)
Revenue: $5.8B (Est: $5.78B; ▲ +0.8% YoY)

FY25 Guidance (Updated)
Adj. EPS: $7.60–$7.90 (Est: $7.74)
Tariff Sensitivity: EPS impact of $(0.20)–$(0.40)/share
RTX Corp Q1

Adj EPS: $1.47 (est $1.38)
Revenue: $20.31B (est $19.84B)
Pratt & Whitney Sales $7.37B (est $6.94B)

Sees FY Adj Sales Between $83B - $84B (est $84.21B)
Sees FY Adj EPS Between $6 - $6.15 (est $6.11)
GE Aerospace Q1

Adj EPS: $1.49 (est $1.27)
Revenue: $9.00B (est $9.05B)
EPS Cont Ops: $1.83
Q1 Adj Free Cash-Flow: $1.44B (est $$1.46B)

Sees FY Adj EPS Between $5.10 - $5.45 (est $5.42)
Sees FY Adj Free Cash-Flow Between $6.3B - $6.8B
Lockheed Martin Q1

Adj. EPS: $7.28 (Est: $6.35; ▲ +14% YoY)
Revenue: $18.0B (Est: $17.78B; ▲ +4% YoY)

FY25 Guidance
Adj. EPS: $27.00–$27.30 (Est: $27.22)
Revenue: $73.75B–$74.75B (Est: $74.47B)