-- 瑞銀證券週一發布的一份報告指出，儘管1月受到天氣影響，J.B. Hunt運輸服務公司（JBHT）第一季的國內多式聯運貨運量仍優於預期。 該券商表示，根據貨櫃進口和鐵路貨運量數據，產業多式聯運貨運量正朝著高於預期的方向發展。瑞銀預計，這將使JB. Hunt第一季的營運比率改善至91.8%，低於先前預期的92.1%。同時，瑞銀將JBHT第一季的每股盈餘預期從1.43美元上調至1.45美元。 瑞銀表示，目前預計2026年多式聯運貨運量將成長1%，先前的預期為下降0.7%。第二季多式聯運貨運量也預計將成長2.4%，高於先前的0.1%。 預計強勁的整車運輸現貨價格將支撐多式聯運定價，但這種支撐作用將滯後約三個季度，並可能從第三季度開始帶來實際價格的改善。瑞銀將2026年每股收益預期從7.15美元上調至7.35美元，並將2027年每股收益預期從8.90美元上調至9.40美元。 瑞銀將J.B. Hunt的目標股價從196美元上調至216美元，並維持「中性」評級。
Price: $226.63, Change: $-0.41, Percent Change: -0.18%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.