-- 美国油田服务供应商RPC（RES）周四公布了第一季度财报，显示销售额为4.548亿美元，高于去年同期的3.329亿美元，尽管钻井和完井活动仍远低于2023年之前的水平。 RPC援引贝克休斯（BKR）的数据称，第一季度美国平均钻机数量为548台，较去年同期的588台下降了6.8%。 RPC报告称，尽管钻机数量已从2022年的高点回落，但美国原油日产量仍保持在约1400万桶的稳定水平。 RPC表示，尽管钻机活动减少，但石油产量仍呈上升趋势。该公司还补充说，压裂价差也有所下降。
Price: $7.02, Change: $-0.36, Percent Change: -4.88%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
Price: $128.97, Change: $-9.01, Percent Change: -6.53%