-- 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：STLD公佈2026年第一季每股收益為2.78美元，高於去年同期的1.44美元（成長86%），但略低於市場預期0.01美元。這項預期主要得益於創紀錄的360萬噸鋼鐵出貨量以及每噸64美元的金屬價差擴大。淨銷售額年增19%至52.1億美元，其中鋼鐵營業收入從2.75億美元大幅成長至5.57億美元，驗證了我們先前的預測，即2025年下半年是週期性低谷，能源、建築、汽車和工業等行業的需求走強將推動定價權。管理層預計鋁廠產能將從第二季開始大幅提升，目標是在2026年底前達到90%的產能利用率，隨著客戶資質的提升，實現6.5億至7億美元的周期性EBITDA目標。公司維持了20億美元的充裕流動資金，同時將股利提高6%至每股0.53美元，回購了1.15億美元的股票。我們預計，隨著主要成長資本支出降至6億美元，以及結構性EBITDA改善措施逐步實現，自由現金流將顯著改善。
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