FINWIRES · TerminalLIVE
FINWIRES

加拿大皇家銀行表示，Jazz Pharmaceuticals第一季業績強勁，得益於其廣泛的產品組合成長。

By

-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的一份報告稱，Jazz Pharmaceuticals (JAZZ) 第一季度業績強勁，其商業產品組合和在研產品線的全面增長增強了市場對其業務健康狀況的信心。 報告指出，Jazz Pharmaceuticals 第一季營收約 10.7 億美元，高於市場普遍預期的 9.78 億美元，這主要得益於幾乎所有「主要資產」的強勁表現。報告還補充道，該公司維持 2026 年 42.5 億美元至 45 億美元的營收預期，但實際業績可能超過此範圍。 儘管市場仍擔憂「羥丁酸類藥物」未來可能面臨仿製藥競爭以及腫瘤領域的競爭壓力，但 RBC Capital Markets 認為，Jazz Pharmaceuticals 的出色執行力足以抵禦潛在的「侵蝕」。報告預測，2026 年 Xywav 的銷售額約為 17.3 億美元，預計未來幾年將「逐漸下降」。 該報告還強調了該公司「腫瘤產品線」的重點，指出Ziihera的潛在擴張機會、Modeyso強勁的「初期市場接受度」、Zepzelca超出預期的收入以及Epidiolex銷售額同比增長15%至2.5億美元，這主要得益於癲癇相關需求的持續增長和國際市場的擴張。 加拿大皇家銀行維持對Jazz Pharmaceuticals的「跑贏大盤」評級，並將目標股價從195美元上調至258美元。

Price: $223.80, Change: $+11.54, Percent Change: +5.44%

Related Articles

Mining & Metals

Earnings Flash (SCR.TO) Strathcona Reports Q1 Production of 116,542 boe/d (99.7% Liquids); Free Cash Flow of $47M ($0.22 / share)

$SCR.TO
Equities

Tenaris Fiscal Q1 Earnings, Revenue Rise

Tenaris (TS) reported fiscal Q1 earnings late Wednesday of $1.07 per American depository share, up from $0.94 a year earlier.Analysts polled by FactSet expected $0.89.Net sales for the quarter ended March 31 rose to $3.10 billion from $2.92 billion a year earlier.Analysts surveyed by FactSet expected $2.99 billion.For Q2, the company said it expects sales will be affected by lower shipments in the Middle East.

$TS
Research

Research Alert: American Homes 4 Rent Reports Mixed Results In Q1 2026

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMH delivered Q4 2025 FFO of $0.47 per share, in line with consensus, while revenue of $455M missed estimates despite 4.2% growth driven by higher rental rates. Average occupancy declined 30 bps to 95.0% and blended lease rates of +2.8% decelerated from 3.6% in Q3, signaling weakening pricing power in a challenging rental market. Management significantly lowered 2026 core NOI growth guidance to just 1.0%-3.0%, down from beginning 2025 expectations, citing economic uncertainties. The trust maintains a strong balance sheet with $5.2B total debt, no maturities until 2028, and 8.5-year average maturity. AMH plans $500M-$600M in property acquisitions and $150M-$250M in development for 2026, while executing $115M in share repurchases. We view the disappointing guidance and slowing lease growth as signs of mounting operational headwinds, though the unencumbered balance sheet and disciplined capital allocation provide some stability in the near term.

$AMH