-- Snap（SNAP）は水曜遅くに第1四半期決算を発表し、希薄化後1株当たり0.05ドルの損失を計上した。これは前年同期の0.08ドルの損失から縮小した。 FactSetが調査したアナリストは0.07ドルの損失を予想していた。 3月31日までの3ヶ月間の売上高は、前年同期の13億6000万ドルから15億3000万ドルに増加した。 FactSetが調査したアナリストは15億3000万ドルを予想していた。 Snapの株価は時間外取引で3.8%下落した。
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Research Alert: Apa: Q1 Strength In Crude Oil Pricing; Eps Beat And Robust Fcf
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:APA posted Q1 EPS of $1.38 vs. $1.06, beating consensus by $0.24, while production of 442,000 boe/d was down 6% as part of deliberate portfolio optimization. Volumes excluding NCIs fell 9% to 363,000 boe/d, though U.S. oil production remained flat at 124,000 b/d with Egypt contributing 71,000 boe/d. The company exceeded production guidance through Permian efficiency gains and improved uptime, reinforcing the strategic value of its oil-weighted profile amid weak natural gas pricing at $2.12/MMBtu. APA raised full-year U.S. oil production outlook to 122,000 b/d while maintaining Permian capex at $1.3B. Free cash flow generation of $477M represented a nearly fourfold increase, enabling $634M in debt repayments through April 2026 and reducing annual interest expense by over $60M. We believe the company's continued progress on cost reduction initiatives, targeting $450M in cumulative run-rate savings by year-end 2026, positions it well for sustained cash generation.
$APA
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Research Alert: Wsp Q1: Trc Completion + Ebitda Margin Expansion = Positive Start To Year
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:WSP reported a double beat quarter with net revenues of CAD3,709M, narrowly beating consensus by 1% and growing 10.8% Y/Y, while adjusted EPS of CAD2.21 rose 25.6% and beat consensus by 7%. Adjusted EBITDA margin expanded 80 bps to 16.8% as adjusted EBITDA increased 16.5% to CAD622.2M, near the high end of management's outlook range. Organic growth of 5.0% combined with 9.0% acquisition growth from the TRC and Ricardo acquisitions drove the revenue increase, with adjusted net earnings climbing 29.9% to CAD297.7M. Management noted a CAD50M Q/Q improvement in free cash flow when adjusting for prior-year factoring benefits, though free cash flow shifted to an outflow of CAD29M. Long-term debt increased significantly to CAD7,259.8M from CAD3,441.8M following TRC acquisition financing, pushing the leverage ratio above the target range to 2.3x. Backlog reached CAD19.7B, up 19.0%, representing 11.5 months of revenue, while days sales outstanding improved to 67 days from 70 days.
$WSP
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Research Alert: Ptc Lifts Fy 26 Eps Guidance, Helped By Share Repurchases And Margin Expansion
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PTC delivered Q2 FY 26 (Mar-Q) results well above the Street, with sales of $774M (+22% Y/Y) vs. the $713M expected and non-GAAP EPS of $2.69 (vs. $2.11), reflecting 50% Y/Y growth, led by 600 bps of Y/Y non-GAAP operating margin expansion to 53%. Constant currency annual recurring revenue (ARR) growth of 8.5% to $2.39B landed at the top of PTC's guidance range but decelerated from Q1's 9.0%, while operating cash flow surged 14% to $321M (vs. 13% growth in Q1). Management maintained its FY 26 ARR growth guidance at 7.5%-9.5% and kept FCF expectations at $850M, but raised its non-GAAP EPS midpoint to $7.78 from $7.60. We see support from accelerated share repurchase activity, including $625M in Q2 and $1.275B planned in FY 26, reflecting strong cash generation and a commitment to shareholder returns while maintaining a conservative debt-to-EBITDA ratio (0.8x exiting Q2). The completion of the Kepware and ThingWorx divestitures in March should allow PTC to sharpen its focus on core CAD, PLM, and ALM solutions.
$PTC