-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：Uber第一季營收為132億美元（年增14%），略低於市場普遍預期的132.6億美元；非GAAP每股收益為0.72美元，也接近預期（0.71美元），較上一季12%的預期有所改善。鑑於出行（7.7%）和配送（3.7%）業務均實現了創紀錄的營運利潤率，我們對這些接近市場普遍預期的業績持正面態度。儘管受惡劣天氣和中東衝突的影響，訂單成長面臨60-80個基點的阻力，Uber仍展現出令人矚目的營運槓桿效應。總訂單量成長25%（不計匯率影響21%），連續第三季成長超過21%，核心業務成長動能仍強勁。管理層預計第二季總預訂量（不計匯率影響）將成長約20%，每股收益中位數為0.80美元（高於市場普遍預期的0.81美元）。平台用戶參與度指標略有放緩，平均每次點擊付費用戶數（MAPC）為1.99億（年增17%，去年同期為22%），Uber One會員數達到5,000萬（年增50%，去年同期為55%）。 Uber自動駕駛汽車（AV）出行服務目前已在八個城市推出，並計劃在2026年底前覆蓋15個城市。第一季自動駕駛汽車出行量年增超過10倍。
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Research Alert: L: Q1 Revenue And Eps Miss, Though Results May Not Be Comparable To Consensus
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:L's Q1 revenue of CAD14.4B (+4% Y/Y) missed consensus by CAD90M, while adjusted EPS of CAD0.49 (+9% Y/Y) fell short of CAD0.52 estimates, though we think PC Financial's presentation in discontinued operations may affect comparability. Food retail same-store sales of 2.4% accelerated from Q4's 1.5%, with drug retail posting 4.1% growth. We view the solid same-store sales momentum as encouraging, particularly given internal food inflation remained well below the 4.4% CPI, indicating L's strong value proposition. Management reiterated 2026 guidance for high single-digit EPS growth and CAD2.4B in gross capex. Store expansion accelerated with 13 net openings, including five hard discount locations, aligning with consumer preference shifts toward value formats. Strong FCF of CAD621M (+189% Y/Y) supported aggressive share repurchases of CAD648M. We believe the pending PC Financial divestiture in Q3 2026 will simplify operations and provide additional capital flexibility for core retail growth.
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