-- 瑞銀證券表示，Warby Parker (WRBY) 預計第一季業績將“充滿挑戰”，並補充說，業績可能受到“嚴寒冬季天氣”以及汽油價格上漲給消費者帶來的日益增長的壓力的影響。 這家券商在周一發布的研究報告中指出，該零售商的“核心現金支付客戶可能面臨更大的壓力”，這指的是更高的燃油成本和更廣泛的宏觀經濟不確定性，而這種壓力尤其影響到年輕和低收入消費者。 瑞銀指出，第一季的成長將是該公司有史以來最慢的成長速度，凸顯了放緩的程度。瑞銀補充說，最近的評論表明，Warby「已做好準備應對來自消費者的下行風險大於上行風險」。 這家投資公司還指出，利潤率可能面臨來自關稅、銷售成本和銷售、管理及行政費用（SG&A）成本槓桿化以及其他投入成本的壓力，儘管部分壓力可能會被價格上漲、產品組合向高利潤率產品轉變以及成本控制措施所抵消。 然而，該公司表示，「智慧眼鏡市場機會」仍然是該股近期上漲的關鍵驅動因素，並強調其為潛在的催化劑。 瑞銀對該公司股票維持中立評級，目標價為25美元。
Price: $21.65, Change: $-0.34, Percent Change: -1.55%
Morguard (MRC.TO) after trade Tuesday said its first-quarter profit rose while revenue dropped year-over-year.The company earned $61.2 million in the quarter ended March 31, up from $54.8 million a year ago, "primarily due to an increase in non-cash net fair value gain, partially offset by lower net operating income".Revenue fell to $275.1 million from $282.2 million a year ago. Revenue from real estate properties fell to $254.5 million from $263.1 million, while revenue from hotel properties rose to $6.9 million from $5.4 million.Among other highlights, NOI was $86.9 million, down from $90.1 million in the prior year period. Funds from operations totaled $39.6 million, or $3.71 per share, down from $47.2 million, or $4.41 per share, a year prior. FactSet expected FFO per share of $3.92.The company also announced second-quarter dividend of $0.20 per common share, payable on June 30, to shareholders of record at the close of business on June 15.Morguard shares last traded Monday, closing at $120.15 on the Toronto Stock Exchange,
Everus Construction Group (ECG) reported Q1 earnings late Tuesday of $1.14 per diluted share, up from $0.72 a year earlier.Analysts surveyed by FactSet expected $0.81.Revenue for the three months ended March 31 rose to $1.04 billion from $826.6 million a year earlier.Analysts polled by FactSet expected $933.8 million.The company raised full-year revenue guidance to $4.3 billion to $4.4 billion from the prior forecast of $4.1 billion to $4.2 billion.Analysts expect $4.23 billion.Everus shares rose 4.2% in after-hours trading.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:J delivered strong Mar-Q results with adjusted EPS of $1.75 vs. $1.43 prior year, beating Street estimate of $1.63, while adjusted net revenue of $2.3B (+9%) marked accelerating growth momentum. The Infrastructure & Advanced Facilities segment showed robust performance at $1.97B (+8%) with Critical Infrastructure +9%, Water & Environmental +2%, and Life Sciences & Advanced Manufacturing +12%, while PA Consulting continued impressive trajectory with 17% growth. This diversified performance underscores J's successful positioning across high-growth, high-margin sectors benefiting from secular tailwinds. The completion of PA Consulting acquisition represents a strategic milestone, with management increasing cost synergy estimates to $20M+ within 24 months from the initial $16M-$20M range. J's record backlog of $27.0B (+22%) provides exceptional revenue visibility, supported by strong book-to-bill ratios of 1.2x for Mar-Q and 1.4x trailing-12-month.