-- 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:CPX公佈第一季淨利為1,500萬加元(每股0.04加幣),而去年同期為1.5億加幣(每股1.03加幣);營收成長22%至12億加幣;調整後EBITDA成長10%至4.04億加幣。總發電量成長20%至11468吉瓦時,其中美國靈活發電量成長58%,受惠於對Hummel電廠和Rolling Hills電站的收購。我們忽略了大宗商品價格波動和資本支出週期,繼續專注於不斷增長的業務組合及其在人工智慧領域持續發展的需求。儘管預計加拿大靈活能源組合的停運天數將增加40%,但管理層仍維持2026年調整後營運資金(AFFO)為8.9億加元至10億加元,調整後息稅折舊攤銷前利潤(EBITDA)為16億加元至18億加元的財務預期。該公司宣布派發季度股息每股0.6910加元,成長6%,並將與阿靈頓谷的收費協議延長至2038年10月。我們認為,儘管停駛天數增加,但公司仍維持2026財年的業績預期,這表明一旦資本支出期結束,公司將擁有強勁的獲利潛力。
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