周一财报登场：Fifth Third盘前发布 Steel Dynamics盘后交卷 公司指引看好钢结构订单
美股三季报季本周进入密集期，周一率先交卷的两家公司来自银行与钢铁板块。总部位于 Cincinnati 的地区银行 Fifth Third Bancorp（FITB）定于周一盘前发布三季报。据 Quiver Quantitative 汇总的分析师预期，市场预计其营收约34.1亿美元、每股收益0.97美元。该股上周五收于约50.37美元，过去一个月下跌约4.5%，分析师平均目标价61.71美元；同期地区银行股整体一个月平均下跌约5.1%。此前已发布业绩的同行中，Regions Financial 三季净利同比增长11%，为本周地区银行财报定下参照。
钢铁公司 Steel Dynamics（STLD）将于周一盘后发布三季报，电话会定于周二上午11时（美东）。市场一致预期每股收益约3.17美元。公司此前发布的季度指引称：钢结构（steel fabrication）业务盈利预计较二季度小幅改善，订单积压较去年三季度高出近50%，排期延伸至2027年第一季度，商业建筑、数据中心、仓储、制造与医疗等领域需求保持健康；位于 Mississippi 州 Columbus 的铝板厂三台冷轧机已全部投产，第一条退火热处理线已运行，预计四季度出货商业材料。公司三季度内已回购2.61亿美元股票，约占总股本1%。
同日发布财报的还有钢铁企业 Cleveland-Cliffs。本周后续，Netflix 将于周二盘后、特斯拉与 Meta 将于周三盘后发布业绩。
Monday Earnings: Fifth Third Reports Before the Open; Steel Dynamics After the Close With a Strong Fabrication Backlog
Third-quarter earnings season turns denser this week, and Monday's first reporters come from banking and steel. Cincinnati-based regional lender Fifth Third Bancorp (FITB) is scheduled to report before Monday's open. Analysts expect revenue of about $3.41 billion and earnings of $0.97 per share, according to estimates compiled by Quiver Quantitative. The stock closed near $50.37 on Friday, down about 4.5% over the past month, against an average analyst price target of $61.71; regional bank stocks overall have fallen about 5.1% on average over the month. Among peers that have already reported, Regions Financial posted an 11% rise in third-quarter net income, setting a reference point for the week.
Steel Dynamics (STLD) reports after Monday's close and will hold its conference call at 11 a.m. ET on Tuesday. Consensus expectations center on earnings of about $3.17 per share. In its earlier quarterly guidance, the company said steel fabrication earnings should improve modestly from the second quarter, with an order backlog nearly 50% higher than in last year's third quarter and extending through the first quarter of 2027, supported by demand from commercial construction, data centers, warehouses, manufacturing and healthcare. At its aluminum flat-rolled mill in Columbus, Mississippi, all three cold mills are now operational and the first annealing and heat-treatment line is running, with commercial shipments expected in the fourth quarter. The company repurchased $261 million of its stock during the third quarter, just under 1% of shares outstanding.
Steelmaker Cleveland-Cliffs also reports on Monday. Later this week, Netflix posts results after Tuesday's close, followed by Tesla and Meta after Wednesday's close.
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图片来源：图：位于 Cuyahoga River 畔的一家钢铁厂。照片：Roy Luck，CC BY 2.0，经 Wikimedia Commons。/ Photo: A steel plant on the Cuyahoga River. Photo by Roy Luck, CC BY 2.0, via Wikimedia Commons.
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