-- アームストロング・ワールド・インダストリーズ（AWI）は火曜日、第1四半期の調整後1株当たり利益が1.69ドル（希薄化後）となり、前年同期の1.66ドルから増加したと発表した。 ファクトセットが調査したアナリストは1.81ドルを予想していた。 3月31日締めの第1四半期の純売上高は4億990万ドルで、前年同期の3億8270万ドルから増加した。 ファクトセットが調査したアナリストは4億950万ドルを予想していた。 2026年の調整後1株当たり利益は、従来予想の8.05ドル～8.35ドルから8.15ドル～8.45ドルに下方修正された。ファクトセットが調査したアナリストは8.30ドルを予想している。 アームストロング・ワールド・インダストリーズは、通期の純売上高見通しを17億5000万ドル～17億9000万ドルで据え置いた。アナリストは17億7000万ドルを予想している。 同社の株価は火曜日のプレマーケット取引で2％以上下落した。
Price: $173.00, Change: $-4.75, Percent Change: -2.69%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SHW posted Q1 adjusted EPS of $2.35 versus $2.25 prior year, beating our $2.17 estimate and $2.27 consensus view. Net sales advanced 6.8% Y/Y to $5.67B, exceeding our 4.0% growth forecast, led by the Suvinil acquisition, favorable FX, and modest volume gains. The company demonstrated solid operational execution, with Paint Stores same-store sales improving to 2.4% from 1.2% in the prior year and Consumer Brands posting 19.2% growth, though North American DIY demand remained soft. Management maintained FY2026 guidance of low- to mid-single-digit sales growth with adjusted EPS projected at $11.50-$11.90, representing ~2.4% growth at the midpoint. Gross margin expanded 90bps to 49.1% on moderating raw material costs and improved pricing, though SG&A rose 9.8% as Suvinil integration costs pressured margins. The company also continued its shareholder return program in Q1, deploying $772.7M through dividends and share repurchases, despite acknowledging persistent macroeconomic uncertainty.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ecolab reported Q1 sales of $4.1B (+10% Y/Y), $37M above consensus, with organic growth accelerating to +4% from +3% in Q4. Adjusted EPS of $1.70 (+13% Y/Y) met consensus, while operating margin expanded 70 bps to 16.7%, progressing toward the 20% target by 2027. Growth engines (20% of sales) showed strengthening momentum, with Global High-Tech delivering +25% organic growth from AI infrastructure and Life Sciences accelerating to +11% led by bioprocessing demand. Management maintained full-year EPS guidance of $8.43-$8.63 (+12% to +15%) but guided Q2 below estimates due to commodity cost pressures requiring energy surcharges. We view the High-Tech momentum as particularly significant given the multi-year AI data center runway, while the pending CoolIT acquisition reinforces ECL's end-to-end cooling capabilities. We see risk to 2H margin expansion if commodity costs remain elevated or if pricing implementation faces resistance, testing ECL's value proposition and customer relationships.
China Resources Pharmaceutical (HKG:3320) unit China Resources Pharmaceutical Commercial Group completed the issue of 1.4 billion yuan of 1.65% corporate bonds in China maturing in three years, according to a Tuesday Hong Kong bourse filing.The pharma firm intends to use proceeds for production expenditures, including the replenishment of working capital, repayment of debt, and project investments.