) Overview

概览

U.S. financial services firm’s Q2 revenue rose 21% yr/yr, beating analyst expectations

美国金融服务公司第二季度营收同比增长 21%，超出分析师预期

Adjusted EPS for Q2 rose 42% yr/yr, beating analyst expectations

第二季度调整后每股收益同比上涨 42%，超出分析师预期

Company repurchased $1.0 bln in shares during the quarter Outlook

公司在本季度回购了 10 亿美元的股票展望

Company did not provide specific guidance for future quarters or the full year in its press release Result Drivers

公司在新闻稿中未提供未来季度或全年的具体指引业绩驱动因素

CLIENT ASSET GROWTH - Schwab said record core net new assets and total client asset growth drove results, with $119.8 bln in core net new assets, up 49% yr/yr

客户资产增长 - 嘉信理财表示，创纪录的核心净新增资产和总客户资产增长推动了业绩，核心净新增资产达 1198 亿美元，同比增长 49%

CLIENT ENGAGEMENT - Record trading activity, increased use of managed investing solutions, and higher margin loan balances contributed to revenue growth, according to CEO Rick Wurster

客户参与度 - 首席执行官 Rick Wurster 表示，创纪录的交易活动、管理型投资解决方案使用量的增加以及较高的保证金贷款余额促进了营收增长

DIVERSIFIED REVENUE - Growth in net interest revenue, asset management fees, and trading revenue supported overall revenue increase, per CFO Mike Verdeschi Company press release: Key Details

多元化营收 - 首席财务官 Mike Verdeschi 表示，净利息收入、资产管理费和交易收入的增长支撑了整体营收的增加公司新闻稿：关键细节

Metric Beat/Mis Actual Consensu

指标超预期/低于预期实际值共识预

s s

估值

Estimate

预估

Q2 Beat $7.07 $6.89

第二季度超预期 70.7 亿 68.9 亿

Revenue bln bln (13

营收十亿美元十亿美元 (13

Analysts

分析师

)

Q2 Beat $1.62 $1.55

第二季度超预期 1.62 美元 1.55 美元

Adjusted (17

调整后 (17

EPS Analysts

每股收益分析师

)

Q2 EPS $1.54

第二季度每股收益 1.54 美元

Q2 Net $2.80

第二季度净利润 28.0 亿

Income bln

美元

Q2 Net 3.00%

第二季度净 3.00%

Interest

利息

Margin

保证金

Analyst Coverage

分析师覆盖

The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 18 “strong buy” or “buy”, 3 “hold” and 1 “sell” or “strong sell”

目前对该股票的平均分析师评级为 “买入”，具体建议分布为：18 个 “强力买入” 或 “买入”，3 个 “持有”，1 个 “卖出” 或 “强力卖出”

The average consensus recommendation for the investment banking & brokerage services peer group is “buy”

投资银行和经纪服务同行群体的平均共识建议为 “买入”

Wall Street’s median 12-month price target for Charles Schwab Corp is $121.00, about 18% above its July 20 closing price of $102.54

华尔街对嘉信理财公司的 12 个月中位目标价为 121.00 美元，较其 7 月 20 日收盘价 102.54 美元高出约 18%

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 15 three months ago Reuters Recommended Reads

该股票最近的交易价格约为未来 12 个月收益的 15 倍，而三个月前的市盈率为 15 倍路透社推荐阅读

July 21 - Synchrony Q2 net interest income rises on lower liability costs, higher loan yields

7 月 21 日 - Synchrony 第二季度净利息收入因负债成本降低和贷款收益率上升而增加

July 21 - KeyCorp Q2 net interest income rises on lower deposit costs

7 月 21 日 - KeyCorp 第二季度净利息收入因存款成本降低而增加

July 21 - MSCI Q2 revenue slightly beats; FY operating expense outlook lifted For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

7 月 21 日 - MSCI 第二季度营收略超预期；全年运营支出预期上调如需咨询本报告中的数据问题，请联系 Estimates.Support@lseg.com。如有其他问题或反馈，请联系。（本故事由路透社基于 LSEG 和公司数据，利用自动化和人工智能技术创建。在发布前已由路透社记者核查并编辑。）