-- （标题和第一段已更新最新股价走势。） Primoris Services (PRIM) 股价周三暴跌 50%，此前一天，该公司公布的第一季度调整后盈利和营收均低于市场预期，且全年业绩指引远低于分析师预测。 该公司周二晚间公布的第一季度调整后每股收益为 0.59 美元，低于去年同期的 0.98 美元。 FactSet 调查的分析师此前预期为 0.85 美元。 截至 3 月 31 日的第一季度营收为 15.6 亿美元，低于去年同期的 16.5 亿美元。 FactSet 调查的分析师此前预期为 17.3 亿美元。 该公司表示，目前预计 2026 财年调整后每股收益将在 4.80 美元至 5.00 美元之间。FactSet 调查的分析师此前预期为 5.98 美元。
Price: $101.19, Change: $-101.73, Percent Change: -50.13%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MTDR reported Q1 EPS of $1.53, beating consensus by $0.26, due to above-guidance production of 207,594 boe/d versus the 200k-205k boe/d range and 1.1% above consensus. Oil pricing was flat at $72.83/b compared to $72.38/b in Q1 2025, while natural gas prices plummeted 82% Y/Y to $0.64/MMBtu due to Permian Basin congestion, though natural gas comprised only 42% of total production, limiting adverse impact. The Hugh Brinson pipeline expected online in Q3-Q4 should provide relief, adding potential $90M annually per $0.50/MMBtu price improvement with 500k MMBtu/d firm transportation capacity. Management reaffirmed full-year capex guidance while raising production estimates, citing efficiency gains from multi-well completions and reduced diesel consumption through electric fracturing fleets. We expect significant free cash flow improvement with MTDR projecting $1.1B-$1.2B for CY 26 versus $437M actual in CY 25, reflecting operational innovations and anticipated natural gas pricing recovery.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ATO reported Q2 FY 26 diluted EPS of $3.47 vs. $3.03 (+14.5%), with net income rising 19.8% to $582M, while YTD EPS reached $5.92 vs. $5.26 (+12.5%). The quarter's strong performance reflected continued execution of the company's proven investment strategy focused on system modernization, with both Distribution and Pipeline & Storage segments delivering solid growth. Management raised FY 26 diluted EPS guidance to $8.40-$8.50 from $8.15-$8.35, reflecting confidence in regulatory execution across its eight-state service territory. Capital expenditures of $1.0B increased 19.5%, with 89% of YTD spending allocated to safety and reliability enhancements. The company implemented $136.1M in regulatory outcomes with an additional $598.4M in progress across multiple jurisdictions. The Board declared a 14.9% increase in the indicated annual dividend to $4.00 per share. In our view, ATO's disciplined capital allocation approach continues to drive operational improvements and regulatory recovery opportunities.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Eversource posted Q1 2026 results with non-GAAP EPS of $1.73 (+$0.23 Y/Y) and revenue growth of 9.4% to $4.5B, though GAAP EPS of $1.61 included a $0.12 FERC-related charge. Natural gas distribution posted exceptional earnings of $295.3M (+35.2% Y/Y) driven by November 2025 rate increases, while electric transmission and distribution segments delivered steady growth despite challenges. The FERC decision reduced transmission ROE from 10.57% to 9.57%, prompting lower 2026 EPS guidance to $4.57-$4.72 from $4.80-$4.95, with CEO Joe Nolan calling it "arbitrary and flawed." Despite near-term challenges, Eversource maintained its long-term 5%-7% EPS CAGR outlook through 2030 using the adjusted 2026 midpoint of $4.65 as base year. We believe the company expects annual earnings growth toward the upper half of its guidance range by 2028, showing confidence in navigating challenges while continuing infrastructure investments.