-- （標題和第一段已更新股價變動資訊。） 愛爾康（Alcon，ALC）股價週四下跌近11%，此前該公司公佈的第一季營收低於分析師預期。 該公司週二晚間公佈的第一季核心每股收益為0.85美元（稀釋後），高於去年同期的0.73美元。 FactSet調查的分析師先前預期為0.81美元。 截至3月31日的第一季營收為26.9億美元，高於去年同期的24.5億美元。 FactSet調查的分析師先前預期為27億美元。 該公司目前預計2026年全年核心每股收益成長率為10%至13%，高於先前預測的9%至12%。該公司重申了其5%至7%的營收成長預期。
Price: $66.24, Change: $-7.86, Percent Change: -10.60%
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.
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.