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研究快訊:Awk 第一季:每股盈餘因營運支出增加而不及預期;Essential Utilities 合併案進展順利

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-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下:AWK公佈了2026年第一季業績,結果喜憂參半。調整後每股收益為1.01美元,低於去年同期的1.02美元,比市場預期低7.3%。由於核准的費率上調和基礎設施附加費,營業收入成長5.7%至12.07億美元。儘管生產成本增加和基礎設施投資計畫加速推進導致營運支出增加4,400萬美元,但營業利潤仍增加5.4%至3.91億美元。 Essential Utilities的合併進展順利,並已獲得肯塔基州監管機構的首個批准,管理層對整合計劃表示樂觀。管理層維持2026年調整後每股收益6.02美元至6.12美元的預期,並重申了7%至9%的長期每股收益和股息成長目標。該公司在五個司法管轄區有多項費率調整申請,總年度收入達5.18億美元。作為其37億美元資本支出計畫的一部分,該公司在第一季投資了6.52億美元。 AWK宣布派發每股0.8950美元的季度股息,較上年增長8.2%,並成功發行了7億美元的2036年到期高級票據。

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