-- （標題和第一段更新了最新的股價走勢。） Vermilion Energy (VET) 股價週三下跌超過 13%，此前該公司公佈第一季虧損，低於分析師預期，而去年同期則獲利。 該公司公佈的第一季每股攤薄虧損為 0.95 加幣（0.70 美元），去年同期每股攤薄虧損為 0.10 加幣。 FactSet 調查的一位分析師此前預期每股獲利為 0.27 加幣。 截至 3 月 31 日的第一季度，銷售額為 5.133 億加元，高於去年同期的 4.687 億加元。 FactSet 調查的一位分析師此前預期銷售額為 5.128 億加元。
Price: $11.81, Change: $-1.82, Percent Change: -13.35%
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.