-- シェニエール・エナジーは木曜日に第1四半期決算を発表し、LNG貨物187隻を輸出したことを明らかにした。これにより、液化プロジェクトの総生産量は688兆英国熱量単位（TBtu）となり、前年同期の608TBtuを上回った。 同社は、5月1日時点で液化資産からの累計生産量が4,760LNG貨物を超え、操業開始以来の輸出量は3億2,500万トン以上に達したと発表した。 また、シェニエール・エナジーは、3月31日時点で、納入ベースで販売されたLNG60TBtuが輸送中であり、そのうち1TBtuは試運転量に相当すると報告した。 同社は、2025年3月から12月にかけて第1～4トレインを完了した後、2026年3月にコーパスクリスティ液化第3段階プロジェクトの第5トレインを完了した。
Price: $248.67, Change: $-12.75, Percent Change: -4.88%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DXC's Q4 FY 26 (Mar-Q) revenue of $3.13B declined 1.2% Y/Y (-6.6% organically), missing Street expectations of $3.15B, with DXY's FY 26 organic decline showing a continued downward acceleration to 4.8% from 4.6% in FY 25. Non-GAAP EPS of $0.77 beat consensus of $0.70 but declined by 8.3% Y/Y. Q4 bookings of $3.3B fell 13.5% Y/Y, offsetting the positive milestone of DXC's book-to-bill (1.07x) exceeding 1.0x for the first time since Q4 FY 25. We expect continued pressure as deteriorating bookings performance raises concerns about future revenue visibility. Management's FY 27 guidance suggests ongoing headwinds, with revenue expected to decline 3%-5% organically, non-GAAP EPS guided to $2.65 at the midpoint (well below expectations of $3.06), and FCF of $600M (-16% Y/Y) missing expectations for $662M. While the company emphasizes AI initiatives including its OASIS platform, we believe the extended timeline for meaningful contribution (10% of revenue by Q2 FY 29) provides limited support.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NET delivered strong Q1 2026 results, with revenue of $639.8M (+34% Y/Y), beating consensus by $17.2M, while non-GAAP EPS of $0.25 improved 56% from $0.16 in the prior year, exceeding estimates by $0.02. Non-GAAP gross margins compressed to 72.8% from 77.1% Y/Y due to infrastructure investments for AI workloads, though operating leverage remained strong, with margins of 11.4% declining only 30 bps. Management announced a significant AI-first transformation, planning to reduce its workforce by ~1,100 people, with $140M-$150M in restructuring charges. For Q2 2026, NET expects revenue of $664M-$665M (~30% growth) with non-GAAP EPS of $0.27, while full-year guidance calls for $2,805M-$2,813M in revenue (~29% growth), below the Street's projections of $2,797M after incorporating the beat, and EPS of $1.19-1.20. Free cash flow surged 59% to $84.1M (13% of revenue), reflecting strong fundamentals, while the balance sheet remains robust with $4.16B in cash and securities.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DKNG delivered solid Q1 results with revenue up 17% to $1.646B and positive GAAP net income of $21.1M vs. a $33.9M loss in the prior year, while adjusted EBITDA surged 64% to $167.9M. Sportsbook revenue jumped 24% to $1.095B with net revenue margin expanding 140 basis points to 7.8%, demonstrating enhanced pricing power and favorable sports outcomes. We are impressed with continued momentum in the company's profitability push but worry about stagnant monthly active user growth and execution in prediction markets. Management maintained 2026 guidance for revenue of $6.5B-$6.9B and adjusted EBITDA of $700M-$900M, emphasizing plans to invest aggressively in Sports Predictions. MUPs declined 4% to 4.2M due to the Texas lottery exit but increased 2% excluding lottery operations, while average revenue per MUP jumped 21% to $131. The company ended with $999.4M in cash and shares trade at 16x consensus 2026 EBITDA estimates.