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加拿大帝國商業銀行 (CIBC) 確認對 Cargojet 的「跑贏大盤」評級，並根據其第一季業績將目標價上調至 125 美元。

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-- 在Cargojet（CJT.TO）週一公佈第一季財務業績後，加拿大帝國商業銀行資本市場維持了對該公司股票的「跑贏大盤」評級，並將目標股價從122加元上調至125加元。 加拿大帝國商業銀行資本市場表示，Cargojet「持續展現出透過提高資產利用率和彈性調配，從現有機隊中挖掘增量價值的能力」。該行指出，目前約有12至13架為DHL營運的飛機每週最多可有三天空置，「用於增加包機機會，從而顯著提高飛機和機組人員的生產力，同時減少閒置時間」。 加拿大帝國商業銀行認為，該公司「持續受益於強勁的國內需求環境，同時利用包機機會彌補了短途ACMI飛行帶來的損失」。 分析師Kevin Chiang表示：“航空貨運市場持續面臨宏觀動盪，無論是持續的貿易不確定性、燃油價格飆升，還是中東衝突。” “CJT第一季的業績和展望繼續表明，該公司正在克服這些不利因素。” 加拿大帝國商業銀行(CIBC)將2026年和2027年的EBITDA預測分別從先前預期的3.31億美元上調至3.41億美元，以及從3.53億美元上調至3.55億美元，以反映該公司的收入預期和當前的燃油價格環境。該銀行補充道，由於其折舊和攤銷費用上調，每股盈餘(EPS)預測也隨之下調。 (報告北美、亞洲和歐洲主要銀行及研究機構的股票、商品和經濟研究。研究機構可透過以下連結聯絡我們：https://www..com/contact-us)

Price: $82.50, Change: $+4.80, Percent Change: +6.18%

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