-- 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：IMO第一季淨利潤年減27%至9.4億加幣（每股1.94加幣），而去年同期為12.88億加幣（每股2.52加幣）；營收年減1%至124億加幣。獲利下降的原因包括大宗商品價格走弱、WTI/WCS差額擴大（14.34加幣/日 vs 12.59加幣/日）以及上游產量持平於41.9萬桶/日，部分被下游利潤率的提高所抵消。此外，Syncrude焦化裝置計劃外停機以及天然氣供應中斷等一系列營運問題導致現金流大幅下降，這可能不會受到市場的歡迎。該公司將股利提高20%至每股0.72加元，並計劃於2026年6月重啟股票回購計畫。由於資本支出增加20%至4.78億加元，自由現金流從11.5億加元大幅下降至3.06億加元。我們注意到，該公司的資產負債表仍然處於行業領先水平，然而，定價和上游產量方面的不利因素導致其業績表現平平，而這段時期原本可能非常有利。
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