๐Ÿ‡บ๐Ÿ‡ธ US ์‹ค์ ์†๋ณด by TNBfolio
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๐Ÿ‡บ๐Ÿ‡ธ US ์‹ค์ ์†๋ณด by TNBfolio pinned ยซ5์›” 2์ฃผ ์ฃผ๊ฐ„ ์‹ค์  ์ผ์ • 1. 5์›” 5์ผ (์›”์š”์ผ) - Ford (#F), Palantir (#PLTR), Hims & Hers Health (#HIMS), Tyson (#TSN), BioNTech (#BNTX), Clorox (#CLX), TG Therapeutics (#TGTX), CNA Financial (#CNA) 2. 5์›” 6์ผ (ํ™”์š”์ผ) - AMD (#AMD), Celsius (#CELH), SuperMicro (#SMCI), Marriottโ€ฆยป
Henry Schein, Inc. (HSIC)
์‹œ๊ฐ€์ด์•ก: 8B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Medical_Specialities
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.henryschein.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 3.17B / 3.24B / -2.2% / -0.1% / -0.6%
2412: 3.19B / 3.35B / -4.8% / 5.7% / 0.6%
2409: 3.17B / 3.24B / -2.2% / 0.3% / 1.0%
2406: 3.14B / 3.27B / -4.0% / 1.3% / -1.0%
2403: 3.17B / -- / -- / 3.7% / 5.1%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.15 / 1.12 / 2.7% / 59.7% / -3.4%
2412: 1.19 / 1.23 / -3.3% / -- / -9.8%
2409: 1.32 / 1.17 / 12.8% / 25.7% / 7.3%
2406: 1.23 / 1.22 / 0.8% / 16.0% / 70.8%
2403: 0.72 / -- / -- / -20.9% / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 12.34B(-2.4%) / 3.16(-19.2%)
2212: 12.65B(2.0%) / 3.91(-12.1%)
2112: 12.4B(22.5%) / 4.45(57.8%)
2012: 10.12B(--) / 2.82(--)

#HSIC

- ์‚ฌ์—…์š”์•ฝ: Henry Schein, Inc. provides health care products and services to dental practitioners, laboratories, physician practices, and ambulatory surgery centers, government, institutional health care clinics, and other alternate care clinics wor...
JBT Marel Corporation (JBTM)
์‹œ๊ฐ€์ด์•ก: 5.57B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Industrial_Machinery_Components
์„นํ„ฐ: #Industrials
ํ™ˆํŽ˜์ด์ง€: https://www.jbtc.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 854.1M / 743.62M / 14.9% / -- / 82.7%
2412: 467.6M / 488.93M / -4.4% / -- / --

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 0.97 / 0.86 / 12.8% / -- / -42.9%
2412: 1.7 / 1.82 / -6.6% / -- / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)

#JBTM

- ์‚ฌ์—…์š”์•ฝ: JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It offers value-added processing that includes chilling, mixing/grinding, injecting, blending, marinating, tumbling, flattening, forming, portioning, coating, cooking, frying, freezing, extracting, pasteurizing, sterilizing, concentrating, high pressure processing, weighing, inspecting, filling, closing, sealing, end of line material handling, and packaging solutions to the food, beverage, and health market. In addition, it offers automa...
Loews Corporation (L)
์‹œ๊ฐ€์ด์•ก: 18.53B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Property_Casualty_Insurers
์„นํ„ฐ: #Finance
ํ™ˆํŽ˜์ด์ง€: https://www.loews.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 4.49B / -- / -- / 7.5% / -1.3%
2412: 4.55B / -- / -- / 8.5% / 1.8%
2409: 4.47B / -- / -- / 14.7% / 4.7%
2406: 4.27B / -- / -- / 11.4% / 2.2%
2403: 4.18B / -- / -- / 11.2% / -0.4%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.74 / -- / -- / -15.1% / 102.3%
2412: 0.86 / -- / -- / -- / -52.7%
2409: 1.82 / -- / -- / 62.5% / 9.0%
2406: 1.67 / -- / -- / 5.7% / -18.5%
2403: 2.05 / -- / -- / 27.3% / --

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 15.68B(11.6%) / 6.29(86.1%)
2212: 14.05B(2.4%) / 3.38(-43.7%)
2112: 13.73B(0.4%) / 6.0(280.7%)
2012: 13.67B(--) / -3.32(--)

#L

- ์‚ฌ์—…์š”์•ฝ: Loews Corporation provides commercial property and casualty insurance in the United States and internationally. The company offers specialty insurance products, such as management and professional liability, and other coverage products; surety and fidelity bonds; property insurance...
Zimmer Biomet Holdings, Inc. (ZBH)
์‹œ๊ฐ€์ด์•ก: 20.25B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Industrial_Specialties
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.zimmerbiomet.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.91B / 1.89B / 1.1% / 1.1% / -5.4%
2412: 2.02B / 2.01B / 0.5% / 4.1% / 11.0%
2409: 1.82B / 1.8B / 1.1% / 3.8% / -6.2%
2406: 1.94B / 1.94B / 0.0% / 3.8% / 2.7%
2403: 1.89B / -- / -- / 3.2% / -2.6%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 1.81 / 1.77 / 2.3% / 115.5% / -21.6%
2412: 2.31 / 2.3 / 0.4% / 14.9% / 32.8%
2409: 1.74 / 1.74 / 0.0% / 126.0% / -13.4%
2406: 2.01 / 1.99 / 1.0% / 101.0% / 139.3%
2403: 0.84 / -- / -- / -24.3% / -58.2%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 7.39B(6.5%) / 4.88(343.6%)
2212: 6.94B(1.6%) / 1.1(-42.4%)
2112: 6.83B(11.4%) / 1.91(385.1%)
2012: 6.13B(--) / -0.67(--)

#ZBH

- ์‚ฌ์—…์š”์•ฝ: Zimmer Biomet Holdings, Inc., together with its subsidiaries, operates as a medical technology company worldwide. The company designs, manufactures, and markets orthopedic reconstructive products, such as knee and hip ...
Recursion Pharmaceuticals, Inc. (RXRX)
์‹œ๊ฐ€์ด์•ก: 2.29B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Biotechnology_Biological_Products_No_Diagnostic_Substances
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.recursion.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 14.75M / 14.98M / -1.5% / 9.3% / 224.2%
2412: 4.55M / 13.4M / -66.0% / -57.2% / -82.6%
2409: 26.08M / 12.62M / 106.7% / 158.2% / 81.1%
2406: 14.4M / 11.96M / 20.4% / 30.7% / 6.7%
2403: 13.49M / -- / -- / 11.2% / 27.0%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: -0.5 / -0.49 / -2.0% / -28.2% / 5.7%
2412: -0.53 / -0.41 / -29.3% / -26.2% / -55.9%
2409: -0.34 / -0.3328 / -2.2% / 20.9% / 15.0%
2406: -0.4 / -0.3843 / -4.1% / -5.3% / -2.6%
2403: -0.39 / -- / -- / -14.7% / 7.1%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 43.88M(10.6%) / --(--)
2212: 39.68M(296.8%) / -1.36(8.7%)
2112: 10.0M(193.0%) / -1.49(-92.6%)
2012: 3.41M(--) / -0.77362(-40.6%)

#RXRX

- ์‚ฌ์—…์š”์•ฝ: Recursion Pharmaceuticals, Inc. operates as a clinical-stage biotechnology company, engages in the decoding biology by integrating technologi...
Freshpet, Inc. (FRPT)
์‹œ๊ฐ€์ด์•ก: 3.72B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Packaged_Foods
์„นํ„ฐ: #Consumer_Staples
ํ™ˆํŽ˜์ด์ง€: https://www.freshpet.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 263.2M / 265.01M / -0.7% / 17.6% / 0.2%
2412: 262.7M / 263.94M / -0.5% / 21.9% / 3.7%
2409: 253.4M / 248.21M / 2.1% / 26.3% / 7.7%
2406: 235.3M / 230.94M / 1.9% / 28.3% / 5.1%
2403: 223.85M / -- / -- / 33.6% / 3.9%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: -0.26 / 0.15 / -273.3% / -170.3% / -172.2%
2412: 0.36 / 0.4 / -10.0% / 16.1% / 50.0%
2409: 0.24 / 0.15 / 60.0% / 260.0% / 900.0%
2406: -0.03 / -0.04 / 25.0% / 91.4% / -108.1%
2403: 0.37 / -- / -- / 171.2% / 19.4%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 766.89M(28.8%) / -0.7(45.7%)
2212: 595.34M(39.9%) / -1.29(-87.0%)
2112: 425.49M(33.5%) / -0.69(-762.5%)
2012: 318.79M(--) / -0.08(--)

#FRPT

- ์‚ฌ์—…์š”์•ฝ: Freshpet, Inc., together with its subsidiaries, manufactures, distributes, and markets natural fresh meals and treats for dogs and cats in the United States, Canada, and Europe. It sells dog food,...
Park Hotels & Resorts Inc. (PK)
์‹œ๊ฐ€์ด์•ก: 2.07B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Hotels_Resorts
์„นํ„ฐ: #Consumer_Discretionary
ํ™ˆํŽ˜์ด์ง€: https://www.pkhotelsandresorts.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 630M / 614.12M / 2.6% / -1.4% / 0.8%
2412: 625M / 610.3M / 2.4% / -4.9% / -3.7%
2409: 649M / 648.04M / 0.1% / -4.4% / -5.4%
2406: 686M / 691.83M / -0.8% / -3.9% / 7.4%
2403: 639.0M / -- / -- / -1.4% / -2.7%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: -0.29 / 0.08 / -462.5% / -323.1% / -190.6%
2412: 0.32 / 0.07 / 357.1% / -63.6% / 23.1%
2409: 0.26 / 0.14 / 85.7% / 100.0% / -13.3%
2406: 0.3 / 0.28 / 7.1% / 142.9% / 130.8%
2403: 0.13 / -- / -- / -13.3% / -85.2%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 2.7B(7.9%) / 0.44(-38.0%)
2212: 2.5B(83.6%) / 0.71(136.4%)
2112: 1.36B(59.9%) / -1.95(68.1%)
2012: 852.0M(--) / -6.11(--)

#PK

- ์‚ฌ์—…์š”์•ฝ: Park is one of the largest publicly-traded lodging real estate investment trusts (ย“REITย”) with a diverse portfolio of iconic and market-leading hotels and resorts with significant underlying re...
TG Therapeutics, Inc. (TGTX)
์‹œ๊ฐ€์ด์•ก: 6.9B
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Biotechnology_Pharmaceutical_Preparations
์„นํ„ฐ: #Health_Care
ํ™ˆํŽ˜์ด์ง€: https://www.tgtherapeutics.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 119.7M / 117.13M / 2.2% / 88.6% / 10.6%
2412: 108.19M / 97.66M / 10.8% / 146.0% / 29.9%
2409: 83.3M / 81.21M / 2.6% / -49.8% / 13.4%
2406: 73.47M / 65.89M / 11.5% / 357.1% / 15.7%
2403: 63.47M / -- / -- / 713.5% / 44.4%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 0.03 / 0.16 / -81.2% / 142.9% / -80.0%
2412: 0.15 / 0.08 / 87.5% / 250.0% / 650.0%
2409: 0.02 / 0.02 / 0.0% / -97.3% / -50.0%
2406: 0.04 / -0.05 / 180.0% / 111.8% / 157.1%
2403: -0.07 / -- / -- / 75.0% / 30.0%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2312: 233.66M(8290.0%) / 0.09(106.2%)
2212: 2.79M(-58.4%) / -1.46(44.5%)
2112: 6.69M(4300.7%) / -2.63(-8.7%)
2012: 152000.0(--) / -2.42(--)

#TGTX

- ์‚ฌ์—…์š”์•ฝ: TG Therapeutics, Inc., a commercial stage biopharmaceutical company, focuses on the acquisition, development, and commercialization of novel treatments for B-ce...
Napco Security Technologies, Inc. (NSSC)
์‹œ๊ฐ€์ด์•ก: 865.63M
๊ตญ๊ฐ€: United States
์‚ฐ์—…: #Telecommunications_Equipment
์„นํ„ฐ: #Telecommunications
ํ™ˆํŽ˜์ด์ง€: https://www.napcosecurity.com

- ๋ถ„๊ธฐ ๋งค์ถœ(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 43.96M / 45.83M / -4.1% / -10.8% / 2.4%
2412: 42.93M / 49.92M / -14.0% / -9.7% / -2.4%
2409: 44M / 47.3M / -7.0% / 5.6% / -12.6%
2406: 50.33M / 50.13M / 0.4% / 12.7% / 2.2%
2403: 49.27M / -- / -- / 13.2% / 3.6%

- ๋ถ„๊ธฐ EPS(๊ณต์‹œ, ์˜ˆ์ธก, ์„œํ”„, YoY, QoQ)
2503: 0.36 / 0.29 / 24.1% / 0.0% / 28.6%
2412: 0.28 / 0.34 / -17.6% / -17.6% / -6.7%
2409: 0.3 / 0.34 / -11.8% / 7.1% / -16.7%
2406: 0.36 / 0.355 / 1.4% / -- / 0.0%
2403: 0.36 / -- / -- / 24.1% / 5.9%

- ์—ฐ๊ฐ„ ๋งค์ถœ(YoY%), EPS(YoY%)
2306: 170.0M(18.4%) / 0.73(37.7%)
2206: 143.59M(25.9%) / 0.53(30.9%)
2106: 114.03M(12.5%) / 0.405(76.1%)
2006: 101.36M(--) / 0.23(--)

#NSSC

- ์‚ฌ์—…์š”์•ฝ: Napco Security Technologies, Inc. develops, manufactures, and sells electronic security systems for commercial, residential, institutional, industrial, and governmental applications ...