-- 週一下午晚些時候,消費性股票下跌,道富消費必需品精選行業SPDR ETF (XLP)下跌1%,道富非必需消費品精選行業SPDR ETF (XLY)下跌0.6%。 公司新聞方面,美聯航(UAL)執行長史考特‧柯比證實,他曾就可能的合併事宜與競爭對手美國航空(AAL)接洽,但美國航空拒絕參與,交易的可能性就此關閉。另根據彭博社報道,美國航空正在發行11.4億美元的債券,用於為一批飛機融資。美聯航股價下跌1.2%,美國航空股價下跌3%。 達美樂披薩(DPZ)週一公佈的第一季業績低於預期,該公司執行長表示,消費者的不確定性和通貨膨脹抑制了季度末的需求。其股價暴跌超過9%。 威瑞森通訊公司 (Verizon Communications,股票代碼:VZ) 週一上調了全年盈利預期,並公佈了第一季業績,淨利潤超出市場預期。同時,該公司也意外增加了三個月的後付費電話用戶數量。其股價上漲了 1.2%。 豐田汽車公司 (Toyota Motor,股票代號:TM) 週一公佈,3 月份全球總銷量為 897,871 輛,年減 7.3%。豐田股價小漲。
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Research Alert: Universal Health Services: Q1 Eps Tops Estimates
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:UHS delivered solid Q1 results, with adjusted EPS of $5.62 (up 16.1% Y/Y), $0.16 above consensus, while revenue grew 9.6% to $4.495B due to higher prices despite modest patient volumes. Same-facility acute care revenue increased 8.2% on flat adjusted admissions but 6.3% growth in revenue per admission, while behavioral health saw 1.2% admission growth and 7.3% revenue growth. We think the $835M Talkspace acquisition may expand UHS's virtual behavioral health capabilities and broaden payor mix. Management expects the deal to close in Q3. Operating cash flow improved 11.7% to $402M, and UHS repurchased $127.3M in stock, though adjusted EBITDA margin compressed 20 bps to 14.4% on higher operating expenses. We think behavioral health staffing challenges persist but expect the Talkspace integration to create growth opportunities.
Research Alert: Cls Q1: Blistering Fy 26 Guidance And Cpo Win Tempered By Capital Demands
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