-- 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：卡特彼勒（CAT）第一季獲利超出預期，每股盈餘為5.47美元，高於市場普遍預期的4.64美元。銷售額年增22%至174億美元，其中銷售成長貢獻23億美元，價格上漲貢獻4.26億美元。儘管關稅不利因素導致營業利潤率下降30個基點，但強勁的銷售成長仍使營業利潤成長了20%。此次成長主要來自卡特彼勒週期性較強的建築業務，而非日益重要的電力能源業務。管理階層預計2026年關稅成本將在22億至24億美元之間。建築業表現突出，銷售額成長38%至72億美元，利潤飆升50%至15.4億美元，儘管經銷商補貨面臨關稅壓力，但利潤率仍提升160個基點至21.4%。電力能源產業維持成長勢頭，銷售額成長22%至70億美元；然而，受關稅成本影響，利潤率下降170個基點至20.6%，而受資料中心需求推動，發電銷售額增長41%至28億美元。資源產業表現令人失望，利潤暴跌39%至3.78億美元，利潤率下降700個基點至10.0%。
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Research Alert: Arx Maintained Hold Following Shell Acquisition Announcement: Tp Cad33
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Vortex Energy Intends to Advance Next Phase of Technical Work at Robinsons River Salt Project; Shares Down 12%
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