-- 巴克莱银行(BARC.L)重申了其2026年的财务目标,尽管第一季度计提了更高的减值准备,但其业绩依然“稳健”。 根据周二发布的财报,这家英国银行集团截至3月31日的三个月内归属于股东的利润同比增长至19.3亿英镑,高于去年同期的18.6亿英镑。税前利润达到28.1亿英镑,高于去年同期的27.2亿英镑。 信贷减值准备从6.43亿英镑扩大至8.23亿英镑,主要原因是该公司投资银行部门一笔2.28亿英镑的单一账户减值准备。彭博新闻周二报道称,这笔费用与英国专业贷款机构Market Financial Solutions有关,该公司于今年2月倒闭。 加拿大皇家银行资本市场分析师在一份简报中指出:“税前利润符合市场预期,主要得益于投资银行业务收入超出预期,但部分被汽车金融佣金的额外收入(1.05亿英镑)、汽车金融服务业务的减值拨备(2.28亿英镑)以及巴克莱英国的成本超预期所抵消。若按拨备前利润计算,则超出预期2%。” 巴克莱还宣布,一旦其目前10亿英镑的股票回购计划完成,将启动一项新的5亿英镑股票回购计划。 该集团重申了其2026财年全年目标,即实现310亿英镑的总收入和超过12%的有形权益回报率。展望未来,巴克莱银行也确认了其2028年的目标,包括超过14%的股本回报率(RoTE),以及计划在2026年至2028年期间通过分红和股票回购向股东返还超过150亿英镑的资本。 截至周二中午,该股在伦敦的交易价格下跌近1%。
Related Articles
Research Alert: Sherwin-willams Q1 Eps Tops Expectations
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SHW posted Q1 adjusted EPS of $2.35 versus $2.25 prior year, beating our $2.17 estimate and $2.27 consensus view. Net sales advanced 6.8% Y/Y to $5.67B, exceeding our 4.0% growth forecast, led by the Suvinil acquisition, favorable FX, and modest volume gains. The company demonstrated solid operational execution, with Paint Stores same-store sales improving to 2.4% from 1.2% in the prior year and Consumer Brands posting 19.2% growth, though North American DIY demand remained soft. Management maintained FY2026 guidance of low- to mid-single-digit sales growth with adjusted EPS projected at $11.50-$11.90, representing ~2.4% growth at the midpoint. Gross margin expanded 90bps to 49.1% on moderating raw material costs and improved pricing, though SG&A rose 9.8% as Suvinil integration costs pressured margins. The company also continued its shareholder return program in Q1, deploying $772.7M through dividends and share repurchases, despite acknowledging persistent macroeconomic uncertainty.
Research Alert: Ecolab Posts Solid Q1; Accelerated Growth; Near-term Margin Pressure Expected
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ecolab reported Q1 sales of $4.1B (+10% Y/Y), $37M above consensus, with organic growth accelerating to +4% from +3% in Q4. Adjusted EPS of $1.70 (+13% Y/Y) met consensus, while operating margin expanded 70 bps to 16.7%, progressing toward the 20% target by 2027. Growth engines (20% of sales) showed strengthening momentum, with Global High-Tech delivering +25% organic growth from AI infrastructure and Life Sciences accelerating to +11% led by bioprocessing demand. Management maintained full-year EPS guidance of $8.43-$8.63 (+12% to +15%) but guided Q2 below estimates due to commodity cost pressures requiring energy surcharges. We view the High-Tech momentum as particularly significant given the multi-year AI data center runway, while the pending CoolIT acquisition reinforces ECL's end-to-end cooling capabilities. We see risk to 2H margin expansion if commodity costs remain elevated or if pricing implementation faces resistance, testing ECL's value proposition and customer relationships.
China Resources Pharmaceutical Unit Sells 1.4 Billion Yuan Bonds
China Resources Pharmaceutical (HKG:3320) unit China Resources Pharmaceutical Commercial Group completed the issue of 1.4 billion yuan of 1.65% corporate bonds in China maturing in three years, according to a Tuesday Hong Kong bourse filing.The pharma firm intends to use proceeds for production expenditures, including the replenishment of working capital, repayment of debt, and project investments.