-- （标题和第一段已更新最新股价走势。） 开利全球（Carrier Global，股票代码：CARR）股价周四上涨9.4%，此前该公司公布的第一季度调整后每股收益和营收均超出市场预期。 该公司周四公布的第一季度调整后每股收益为0.57美元，低于去年同期的0.65美元。 FactSet调查的分析师此前预期为0.51美元。 截至3月31日的第一季度营收为53.4亿美元，高于去年同期的52.2亿美元。 FactSet调查的分析师此前预期为50.1亿美元。 开利全球重申了其2026年全年调整后每股收益预期为2.80美元。FactSet调查的分析师此前预期为2.78美元。 该公司还重申了其全年销售额预期约为220亿美元。FactSet调查的分析师此前预期为219.3亿美元。
Price: $67.57, Change: $+5.83, Percent Change: +9.44%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:LPLA delivered Q1 2026 results, with revenues surging 35% to $5.94B (missing estimates by $60M) and adj. EPS of $5.60 beating Street estimates by $0.13. The wealth management transformation accelerated with advisory revenue reaching $2.62B (+55%) and advisory assets growing to $1.39T (+42%), now representing 59.5% of total client assets. We believe LPLA's strategic shift toward fee-based services continues creating a more stable revenue base while improving operating leverage, with total advisory and brokerage assets reaching $2.34T (+30%). Management lowered the upper end of its 2026 core G&A outlook by $20M to $2.16B-$2.19B, including Commonwealth-related expenses. The Commonwealth acquisition remains on track for Q4 2026 completion with asset retention targeting 90% and updated run-rate EBITDA of $410M. With corporate cash of $567M and leverage at 1.86x, we expect LPLA maintains substantial financial flexibility for growth initiatives and plans to resume share repurchases with an estimated $125M in Q2 2026.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TEAM delivered a strong Q3 beat with non-GAAP EPS of $1.75 exceeding consensus by $0.41, while total revenue of $1.787B grew 32% Y/Y, surpassing expectations by $90M. Cloud revenues of $1.132B accelerated to 29% growth from 26% in Q2, while Data Center sales of $560.7M surged 44% Y/Y, reaccelerating from Q2's 20% growth. RPO growth accelerated again, up 37% Y/Y reaching $3.996B, demonstrating strengthening demand and larger customer commitments driven by its AI-powered System of Work strategy. Despite restructuring charges of $223.8M, non-GAAP operating margin expanded 800 bps Y/Y to 34%, while free cash flow of $561.3M represented a 31% margin, up from Q2's 11%. Management raised FY 26 revenue growth guidance to 24% from 22%, with operating margin guidance improving to 29% from 25.5%. We view the balanced growth across Cloud migration and Data Center expansion as positive, demonstrating TEAM's ability to optimize customer transitions while maintaining strong operational leverage.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ROKU reported Q1 2026 EPS of $0.57, beating consensus of $0.35. Total revenue was $1.25B, up 22% Y/Y, driven by robust Platform segment growth of 28% Y/Y to $1.13B (91% of total revenue). We think ROKU's strategic focus on enhancing the Roku Experience and content discovery positions the company well, as evidenced by The Roku Channel becoming the #2 most engaged app on the platform and ROKU maintaining its #1 streaming platform position in the U.S., Canada, and Mexico. Management raised 2026 guidance with total revenue expected at $5.535B and Platform revenue growth of ~21% Y/Y to $5.0B, with Platform gross margins at the high end of the 51%-52% range. We believe ROKU is well-positioned for sustained growth, supported by strong advertising momentum with 27% Y/Y growth to $612.7M and exceptional subscription revenue growth of 30% Y/Y to $518.5M. The company maintains a strong balance sheet with $1.6B in cash, zero debt, and reaffirmed its long-term target of achieving $1B in free cash flow by 2028.