UBS Equities-US Equity Strategy _1Q25 Earnings Brief April 25_ Simonds-114951920
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报告维度
- 📄 文件全名
- 《UBS Equities-US Equity Strategy _1Q25 Earnings Brief April 25_ Simonds-114951920.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- surprise: 1.2%; earnings surprise: +39.6%). CapEx of $17.2B came in slightly higher
- than consensus $16.7B (but below UBSe $17.8B) (link). 33.9% of the S&P 500's market
- reporting (181 names, 41.3% Mcap). 1Q expectations are for revenues to grow 4.1%
- and EPS by 6.8%.
- Financials: 6.0%
- 🏷️ 核心议题
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