-- 週一下午晚些時候,能源股走高,紐約證券交易所能源板塊指數上漲0.6%,道富能源精選板塊SPDR ETF(XLE)上漲0.8%。 費城石油服務類股指數下跌0.2%,道瓊美國公用事業指數下跌0.4%。 近月西德州中質原油期貨價格上漲3.2%,至每桶105.22美元;全球基準布蘭特原油期貨價格飆漲5.5%,至每桶114.10美元。亨利樞紐天然氣期貨價格上漲2.5%,至每百萬英熱單位2.85美元。 公司新聞方面,清潔能源燃料公司(CLNE)股價上漲4.1%,此前該公司週一宣布,將在美國主要貨運路線沿線開設六座新的再生天然氣加氣站,以擴大其加氣站網路。
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Research Alert: CFRA Maintains Hold Rating On Shares Of Generac Holdings Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Generac reported strong Q1 results with net sales rising 12% Y/Y to $1.06B, driven by a 28% surge in its Commercial & Industrial segment, fueled by accelerating data center demand, while Residential sales grew just 1% as higher pricing on home standby generators was offset by lower volumes. Adjusted EBITDA margin expanded significantly to 18.3% from 15.9%, reflecting strong operating leverage on higher C&I volumes and substantial cost savings within the reorganized Residential business. We view the robust C&I momentum and expanding backlog as key catalysts supporting our positive investment thesis. Management raised full-year guidance, buoyed by the Q1 outperformance and rapidly growing C&I backlog. We lift our 12-month target to $275 from $235, valuing shares at 25.7x our revised 2027 EPS outlook of $10.70 (up from $10.42), near GNRC's five-year forward multiple average but below electrical equipment peers given earnings volatility. We also raise our 2026 EPS forecast to $8.56 from $8.10.
Westpac Banking Posts Higher Fiscal H1 Adjusted Earnings, Net Operating Income
Westpac Banking (ASX:WBC, NZE:WBC) reported Tuesday fiscal first-half earnings of AU$1.014 per share excluding notable items, up from AU$0.998 a year earlier.Analysts polled by FactSet expected earnings of AU$1.Net operating income for the six months ended March 31 was AU$11.28 billion, compared with AU$10.99 billion a year earlier. Analysts surveyed by FactSet expected AU$11.33 billion.The board declared an interim dividend of AU$0.77 per share, up from AU$0.76 a year earlier, payable June 26 to shareholders on record as of May 11.