-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結了他們的觀點如下：我們下調了HSIC未來12個月的目標股價至81美元（此前為82美元），相當於我們2027年每股收益預期的13.7倍，介於HSIC過去三年和五年的平均預期市盈率13.4倍和14.4倍之間。我們認為，這一目標價平衡了營運挑戰和近期成長阻力，同時預期市場環境穩定，並透過重組計畫逐步改善獲利能力。儘管受美國醫療業務成長溫和（主要由於流感季症狀較輕）的影響，HSIC第一季業績超出市場預期，但該公司仍維持了2026年的業績指引。 HSIC正朝著其目標邁進，即高成長、高利潤業務貢獻50%的總營業收入，這是其BOLD+1策略的關鍵組成部分。此外，HSIC預計將於2026年8月底前完成其henryschein.com平台在美國的上線。然而，管理階層指出，油價上漲可能影響貨運成本和產品定價，構成風險。我們將2026年每股盈餘預期從5.32美元上調至5.34美元，並維持2027年每股盈餘預期在5.91美元不變。
Related Articles
Mining & Metals
Earnings Flash (SCR.TO) Strathcona Reports Q1 Production of 116,542 boe/d (99.7% Liquids); Free Cash Flow of $47M ($0.22 / share)
$SCR.TO
Equities
Tenaris Fiscal Q1 Earnings, Revenue Rise
Tenaris (TS) reported fiscal Q1 earnings late Wednesday of $1.07 per American depository share, up from $0.94 a year earlier.Analysts polled by FactSet expected $0.89.Net sales for the quarter ended March 31 rose to $3.10 billion from $2.92 billion a year earlier.Analysts surveyed by FactSet expected $2.99 billion.For Q2, the company said it expects sales will be affected by lower shipments in the Middle East.
$TS
Research
Research Alert: American Homes 4 Rent Reports Mixed Results In Q1 2026
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMH delivered Q4 2025 FFO of $0.47 per share, in line with consensus, while revenue of $455M missed estimates despite 4.2% growth driven by higher rental rates. Average occupancy declined 30 bps to 95.0% and blended lease rates of +2.8% decelerated from 3.6% in Q3, signaling weakening pricing power in a challenging rental market. Management significantly lowered 2026 core NOI growth guidance to just 1.0%-3.0%, down from beginning 2025 expectations, citing economic uncertainties. The trust maintains a strong balance sheet with $5.2B total debt, no maturities until 2028, and 8.5-year average maturity. AMH plans $500M-$600M in property acquisitions and $150M-$250M in development for 2026, while executing $115M in share repurchases. We view the disappointing guidance and slowing lease growth as signs of mounting operational headwinds, though the unencumbered balance sheet and disciplined capital allocation provide some stability in the near term.
$AMH