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瑞银称,联合租赁公司第一季度业绩超预期,主要得益于大型项目和成本削减。

-- 瑞银证券表示,联合租赁公司 (URI) 第一季度业绩超出预期并上调业绩展望,主要得益于大型项目的强劲执行和成本削减。 该公司周三晚间公布的第一季度调整后每股收益为 9.71 美元,高于去年同期的 8.86 美元。营收从 37.2 亿美元增至 39.9 亿美元。联合租赁公司还将 2026 年营收预期从此前的 168 亿美元至 173 亿美元上调至 169 亿美元至 174 亿美元。 瑞银在周四的一份报告中指出,第一季度的利润率表现优于预期。租赁毛利率和一般租赁毛利率同比增长,而特殊用途毛利率虽然仍面临压力,但环比有所改善。重新定位成本带来的不利影响也远低于去年同期。 预计下半年非住宅建筑支出将加速增长,从而推动 EBITDA 增长。不过,瑞银指出,今年晚些时候仍可能存在与项目相关的波动。 该公司重申了对联合租赁公司的买入评级和1205美元的目标价。

Price: $972.20, Change: $-14.58, Percent Change: -1.48%

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