-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：Quanta Services第一季業績表現卓越，營收創歷史新高，達78.7億美元（年增26.3%，高於市場預期12.7%），調整後每股收益為2.68美元（年成長50.6%，高於市場預期31.8%），這主要得益於電網化需求領域的現代化和技術需求。其中，電力基礎設施解決方案業務營收達64.7億美元（年增30.8%），創歷史新高，積壓訂單總額達485億美元（年增37.5%）。我們認為，鑑於工業終端市場電力需求不斷增長，電網基礎設施項目應會持續推進，因此PWR的多元化業務佈局能夠有效抵禦潛在的資料中心專案延誤的影響。管理層大幅上調了2026年業績預期，將營收上調至347億美元至352億美元（較此前預期中位數增長4.3%），調整後每股收益上調至13.55美元至14.25美元（增長6.9%），這意味著營收增長25%至27%，每股收益增長26%。強勁的獲利能力包括調整後EBITDA達6.864億美元（年成長36.2%）和自由現金流達1.844億美元（年成長56.6%），反映出在持續的基礎設施現代化週期中，公司實現了強勁的獲利轉換。
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International
US Equity Markets End Higher Amid Gains in Tech, Communication, Industrial Stocks
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.
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