-- 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:杜克能源公佈2026財年第一季調整後每股收益為1.93美元,較去年同期成長9.7%,高於市場預期0.13美元。這主要得益於基礎設施投資監管復甦和有利的天氣條件,但部分被營運費用上升所抵消。營收成長11.3%至91.78億美元,其中受監管的電力收入成長7.39億美元,但經天氣因素調整後的零售電力銷售額下降0.5%,顯示潛在需求疲軟。我們認為,該公司本季完成的53億美元策略交易有助於優化資產負債表,並推動其長期成長。管理層重申了2026年調整後每股收益預期為6.55美元至6.80美元,並表示有信心從2028年開始實現該預期區間上半部分的盈利目標。公司根據電力服務協議新近獲得的7.6吉瓦經濟發展項目,鞏固了其到2030年5%至7%的長期增長率,我們認為,儘管短期需求面臨不利因素,但這仍然支撐了該投資邏輯。
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