-- （標題和第一段已更新最新股價走勢。） Primoris Services (PRIM) 股價週三暴跌 50%，此前一天，該公司公佈的第一季調整後利潤和營收均低於市場預期，且全年業績指引遠低於分析師預測。 該公司週二晚間公佈的第一季調整後每股收益為 0.59 美元，低於去年同期的 0.98 美元。 FactSet 調查的分析師此前預期為 0.85 美元。 截至 3 月 31 日的第一季營收為 15.6 億美元，低於去年同期的 16.5 億美元。 FactSet 調查的分析師先前預期為 17.3 億美元。 該公司表示，目前預計 2026 財年調整後每股收益將在 4.80 美元至 5.00 美元之間。 FactSet 調查的分析師此前預期為 5.98 美元。
Price: $101.19, Change: $-101.73, Percent Change: -50.13%
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.