-- 加拿大皇家銀行資本市場（RBC Capital Markets）週五發布的一份報告指出，Ensign Group (ENSG) 第一季度業績超出預期，並上調了其盈利預期。報告稱，該公司強勁的醫療管理業務環比增長有力地回擊了先前臨床審查方面的擔憂。 報告指出，ENSG 又是一個「令人印象深刻」的季度，其 EBITDA 和 EBITDAR 均超出市場預期。 報告還指出，在聯合健康集團（UnitedHealth）就加強臨床審查以限制專業護理機構入院人數發表評論後，投資者更加關注 ENSG 的醫療管理轉診量。 報告稱：“ENSG 醫療管理業務環比強勁增長、穩健的收購計劃以及管理層對支付方多元化的信心都令我們感到鼓舞。” 報告也指出，該公司正持續推動其併購策略，並在第二季和第三季加速推動收購計畫。 加拿大皇家銀行維持對 ENSG 的「跑贏大盤」評級，目標價為 222 美元。
Price: $181.82, Change: $-1.90, Percent Change: -1.03%
Fabrinet (FN) reported fiscal Q3 adjusted earnings late Monday of $3.72 per diluted share, up from $2.52 a year earlier.Analysts polled by FactSet expected $3.56.Revenue for the three months ended March 27 was $1.21 billion, up from $871.8 million a year earlier.Analysts surveyed by FactSet expected $1.19 billion.For fiscal Q4, the company expects adjusted EPS of $3.72 to $3.87 on revenue of $1.25 billion to $1.29 billion. Analysts expect EPS of $3.78 on revenue of $1.26 billion.
Robert Edward Moritz Jr., Director, on April 30, 2026, executed a purchase for 1,152 shares in S&P Global (SPGI) for $500,001. Following the Form 4 filing with the SEC, Moritz has control over a total of 1,152 common shares of the company, with 1,152 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/64040/000203383426000014/xslF345X05/wk-form4_1777925959.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amazon launched Amazon Supply Chain Services on May 4, opening its logistics network to all businesses with comprehensive freight, distribution, fulfillment, and parcel shipping capabilities. Major clients including Procter & Gamble and 3M have signed up, marking Amazon's entry into direct competition with UPS and FedEx as a full-service logistics provider. We believe this threatens the B2B segment where both carriers concentrated growth strategies as refuge from Amazon's residential market share gains. UPS faces compounding volume pressures from deliberately scaling back its Amazon partnership 50% by mid-2026. With costs spread across shrinking volume, UPS needs B2B growth that Amazon now threatens. UPS has historically traded at a 14.9% premium to FDX on average over the past three years, but this relationship inverted in November 2025 to a current 23.5% discount as of May 1, 2026. FDX's premium reflects investor confidence in its B2B positioning, but Amazon's entry challenges this competitive advantage.