FINWIRES · TerminalLIVE
FINWIRES

加拿大国家铁路公司第一季度调整后盈利和营收下滑,但仍符合预期

By

-- 加拿大国家铁路公司(CN Rail,股票代码:CNR.TO)周三表示,其第一季度调整后盈利和营收略有下降,但符合预期。 调整后净利润从去年同期的11.6亿美元(合每股1.85美元)小幅下降至11亿美元(合每股1.80美元),但与FactSet的分析师普遍预期每股1.80美元相符。 营收下降1%至43.8亿美元,与普遍预期一致。 该公司表示,运营比率(定义为运营费用占营收的百分比)上升120个基点至64.6%,而调整后的运营比率为64.2%,较去年同期上升80个基点。 加拿大国家铁路公司称,该季度营收吨英里数(RTM)也增长了3%,创历史新高。 加拿大国家铁路公司 (CN) 预计 2026 年其铁路运输量 (RTM) 增长将“趋于平稳”。该公司预计调整后的稀释每股收益 (EPS) 增长将略高于铁路运输量增长。 CN 仍计划在其资本项目中投资 28 亿美元,扣除客户报销金额后。 该公司将于 6 月 30 日向 6 月 9 日登记在册的股东派发每股 0.915 美元的季度股息。 CN Rail 股票在美股盘前交易中下跌 0.65 美元,至 114.25 美元。

Related Articles

Research

Update: Mizuho Keeps Price Target on Immix Biopharma to $15, Maintains Outperform Rating

(Updated to keep price target unchanged).(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $8.57, Change: $-0.04, Percent Change: -0.41%

$IMMX
Australia

Bloom Energy Fuel Cell Demand Driven by Time to Power, Grid Constraints, Water Scarcity, RBC Says

Bloom Energy (BE) is seeing strong demand for its fuel cell solutions given the time to power, grid constraints, water scarcity, and community air-quality concerns linked to alternative solutions, RBC Capital Markets said Wednesday.Amid accelerating demand, Bloom Energy is scaling capacity to 5 gigawatts from 2 gigawatts, with a recent air permit indicating it has the regulatory approval to start scaling its California facility, according to the note.RBC estimates equipment backlog at over $15 billion. If orders remain consistent with previous commentary, then demand could exceed 2 GW in 2027 and double to more than 4 GW in 2028, the brokerage said.RBC maintained an outperform rating on Bloom Energy and raised the price target to $335 from $143.Shares of the company rose 21% in Wednesday trading.Price: $278.74, Change: $+52.37, Percent Change: +23.13%

$BE
Commodities

US Oil, Gas Reserves Fall as Alaska Gains on New Projects, EIA Says

US oil and gas proved reserves declined in 2024 as lower prices weighed on estimates, though Alaska bucked the national trend with gains driven by increased development activity, the Energy Information Administration strategists said in a note on Wednesday.Steven Grape, EIA analyst, said total US proved reserves of crude oil and lease condensate fell 1% to about 46 billion barrels at year-end 2024, while natural gas reserves dropped 3% to 584 trillion cubic feet.Alaska, in contrast, posted increases in both categories. Crude oil and lease condensate proved reserves in the state rose 5% to 3.1 billion barrels, while natural gas reserves climbed nearly 7% to 103 Tcf.Benchmark prices declined for a second consecutive year in 2024, weighing on reserve estimates nationwide. Average spot prices for West Texas Intermediate crude oil slipped 1% from 2023 levels, while Henry Hub natural gas prices fell 13%.The EIA said the price downturn contributed to reserve reductions in key producing states. Texas recorded the largest drop in crude oil reserves, down 529 million barrels, or 3%, followed by North Dakota, down 487 million barrels, or 11%.For natural gas, Texas again led losses with a 10.2 Tcf decline, or 7%, while Louisiana saw reserves fall by 8.4 Tcf, or 26%, the agency said.Alaska's gains were supported by increased exploration and development activity, which led to upward revisions despite the weaker price environment. EIA analysts said the startup of the Nuna project, operated by ConocoPhillips (COP), contributed to higher oil reserves during the year.Future projects are projected to further boost Alaska's reserves, including new drilling at Prudhoe Bay and infrastructure developments such as the planned Alaska LNG Project.Meanwhile, recent US policy measures have also aimed to accelerate resource development in the state. President Trump signed an executive order in January 2025 to expedite permitting and leasing of energy projects in Alaska and promote LNG exports to domestic and allied markets.The Bureau of Land Management awarded leases covering 1.3 million acres in the National Petroleum Reserve in Alaska in March.Price: $126.79, Change: $+2.47, Percent Change: +1.99%

$COP