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Quarterly	EPS Forecast	QoQ	Max	Min
2025Q1
2025Q2
2025Q3
2025Q4
2026Q1

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Aug 29, 2025Daily News

【2025/08/29 每日美股市場資訊】市場受 GDP 上調與降息預期帶動，S&P 500 再創新高

週四美國股市收高，最新上修的第二季度國內生產總值（GDP）數據激發市場樂觀情緒，加上投資人押注聯準會（Fed）9 月可能降息，推動三大股指全面上揚。 不過，漲幅受到 Nvidia（NVDA） 股價下跌的壓制。該公司雖公布優於預期的第二季度業績，但前景展望偏向保守，令投資者情緒趨於謹慎，同時市場也在觀望週五即將公布的 PCE 通膨數據。 收盤數據顯示，S&P 500 指數上漲 0.3%，報 6,501.86 點，再創歷史新高；納指攀升 0.5% 至 21,705.16 點。 整體來看，三大股指在 8 月份皆上漲 2.5% 至 3.5%，主要受惠於強勁的第二季度財報表現，以及市場對 9 月降息可能性的預期升溫。   先買後付平台 Affirm Holdings（AFRM） 於週四公布 2025 財年第四季度財報，營收與獲利雙雙超出市場預期，帶動股價在盤後交易中大漲 18%。 數據顯示，Affirm 第四財季營收達 8.76 億美元，較去年同期成長 33%，並優於市場預估的 8.37 億美元。淨利潤則為 6920 萬美元，扭轉去年同期 4510 萬美元虧損的局面；每股收益報 0.20 美元，顯著高於分析師預期的 0.11 美元。 推動業績上升的關鍵來自於商品交易總額（GMV），該季金額達 104 億美元，年增 43%。公司在致股東信中強調，持續的執行力讓 Affirm 按照一年前的承諾，在本季度成功實現營業利潤。 展望未來，Affirm 預計 2026 財年第一季度營收將落在 8.55 億至 8.85 億美元之間，商品交易總額則將介於 101 億至 104 億美元，顯示公司對成長動能仍具信心。   美國政府正式將季度 GDP 數據上傳至公共區塊鏈，成為歷史性的一步。據美國商務部官員透露，2025 年的季度 GDP 已以「官方哈希值」形式上鍊至比特幣、以太坊與 Solana 等九條區塊鏈，部分數據甚至直接包含總量資訊。這代表美國政府首次讓最關鍵、最能影響市場的經濟數據透過區塊鏈傳遞，提升透明度與安全性。此舉被視為川普政府力挺加密貨幣發展的具體行動，未來更計劃擴大上鍊範圍，開闢官方數據發佈的新模式。   化妝品零售商 Ulta Beauty（ULTA） 週四公佈第二季度財報，營收與獲利均優於市場預期，並上調全年業績展望，股價在盤後交易中表現亮眼。 財報顯示，Ulta 第二季度淨利潤從上年同期的 2.526 億美元（每股 5.30 美元） 增至 2.609 億美元（每股 5.78 美元）。營收則同比成長 7.7% 至 28 億美元，同樣高於華爾街預期。 臨時首席財務官 Chris Lialios 在財報電話會議上表示，下半年同店銷售額預計將持平或小幅增長（低個位數百分比），全年增速可望落在 2.5% 至 3.5%，高於先前不超過 1.5% 的預期。雖然低於第二季度 6.7% 的表現，但仍顯示出優於市場的韌性。 受惠於上半年的強勁表現，Ulta 將 2025 財年銷售額預估上調至 120 億至 121 億美元，高於此前最高 117 億美元 的預測；全年每股收益預計介於 23.85 至 24.30 美元，優於先前 22.65 至 23.20 美元 的區間。這也是該公司繼 5 月上調全年指引後，再度上修業績預期。   戴爾科技（DELL） 於美東時間 8 月 28 日盤後公佈第二財季財報，雖然營收與獲利均略高於市場預期，但人工智慧（AI）伺服器訂單顯著下滑，加上獲利率不如分析師預估，導致股價在盤後交易走低。 財報顯示，戴爾第二財季銷售額年增 19% 至 298 億美元，高於分析師平均預期的 292 億美元。調整後每股收益則為 2.32 美元，同樣略優於預期的 2.30 美元。 然而，AI 伺服器表現令人失望。該季度 AI 伺服器訂單金額僅 56 億美元，遠低於前一季度的 121 億美元。戴爾本季出貨金額為 82 億美元，期末積壓訂單價值 117 億美元。由於 AI 伺服器嚴重依賴 Nvidia（NVDA） 和 AMD（AMD） 等廠商生產的高價 GPU，毛利率低於市場預期，進一步引發投資者擔憂。 在業務分部表現上，伺服器和網絡業務增長 69%，推動基礎設施部門收入大增 44%；但由企業及消費級 PC 組成的客戶端部門僅增長 1% 至 125 億美元，不及市場預估的 128 億美元。 市場普遍認為，雖然 AI 基礎設施需求持續帶動銷售熱潮，但盈利能力仍是投資人關注的核心焦點。   🇹🇼 台股    

ULTA FAQ

• When is ULTA's latest earnings report released?

  The most recent financial report for Ulta beauty, inc. (ULTA) covers the period of 2026Q2 and was published on 2025/08/02. This report is prepared according to IFRS/US GAAP standards and includes key financial indicators—Revenue, Profitability, Cash Flow, and Capital Structure. This information is essential for investors evaluating ULTA's short-term business performance and financial health. For the latest updates on ULTA's earnings releases, visit this page regularly.

• Where does ULTA fall in the P/E River chart?

  According to historical valuation range analysis, Ulta beauty, inc. (ULTA)'s current price-to-earnings (P/E) ratio is 19.8, placing it in the Undervalued zone on the P/E River chart. This level indicates that the market's expectations for future earnings are already reflected in the share price, with the valuation currently leaning conservative. Investors are advised to further examine the company's fundamentals and its position in the industry cycle to validate whether the valuation is justified.

• What is the operating profit of ULTA?

  According to the latest financial report, Ulta beauty, inc. (ULTA) reported an Operating Profit of 344.85M with an Operating Margin of 12.37% this period, representing a growth of 4.75% compared to the same period last year. Operating Profit reflects the company's core business efficiency and cost control, making it a key indicator for evaluating operational strength and profitability.

• How is ULTA's revenue growth?

  In the latest financial report, Ulta beauty, inc. (ULTA) announced revenue of 2.79B, with a Year-Over-Year growth rate of 9.26%. Revenue growth can be driven by product mix changes, market share expansion, price adjustments, or international market penetration. Investors should also monitor gross margin and regional revenue distribution for a comprehensive view of growth quality and sustainability.

• How much debt does ULTA have?

  As of the end of the reporting period, Ulta beauty, inc. (ULTA) had total debt of 2.29B, with a debt ratio of 0.35. Long-term debt comprises a higher/lower proportion. The level of financial leverage directly impacts the company's capital structure and interest coverage. If debt is high, pay attention to interest expenses and refinancing risks. Conversely, a low-leverage structure indicates greater risk tolerance but potentially less growth flexibility.

• How much cash does ULTA have?

  At the end of the period, Ulta beauty, inc. (ULTA) held Total Cash and Cash Equivalents of 242.75M, accounting for 0.04 of total assets. Both current and quick ratios indicate robust short-term debt repayment ability. High cash reserves typically mean the company has strong liquidity, supporting operational needs, expansion investments, or shareholder returns.

• Does ULTA go with three margins increasing?

  In the latest report, Ulta beauty, inc. (ULTA) achieved the “three margins increasing” benchmark, with a gross margin of 39.2%%, operating margin of 12.37%%, and net margin of 9.4%%. This demonstrates improvement in profitability, which is a key signal for fundamental analysis. Investors should consider margin trends alongside other financial indicators to assess ULTA's profit trajectory and future growth potential.

• Is ULTA's EPS continuing to grow?

  According to the past four quarterly reports, Ulta beauty, inc. (ULTA)'s earnings per share (EPS) shows a steady growth trend, with the latest EPS at 5.8. If EPS continues to rise due to revenue growth and cost optimization, it can support P/E valuation recovery and attract long-term investors.

• What is the FCF of ULTA?

  Ulta beauty, inc. (ULTA)'s Free Cash Flow (FCF) for the period is 19.57M, calculated as Operating Cash Flow minus Capital Expenditures, representing a fall of 81.23% compared with the previous period. Positive FCF growth provides stable funding for dividends, debt repayment, or strategic acquisitions, and is an important measure of true profitability and shareholder return potential.