-- 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：CVS Health公佈了2026年第一季強勁的業績，總營收成長6.2%至1004億美元，調整後每股收益為2.57美元（去年同期為2.25美元），高於市場普遍預期的2.21美元。其中，醫療保健福利業務表現尤為突出，調整後營業收入飆升52.6%至30.4億美元，醫療福利比率也顯著改善，從87.3%降至84.6%，這主要得益於政府業務的改善。基於強勁的第一季業績，CVS將全年調整後每股盈餘預期從7.00-7.20美元上調至7.30-7.50美元，並將現金流目標從90億美元上調至至少95億美元。醫療會員人數從2,710萬下降至2,600萬，主因CVS退出個人健保交易業務，部分被商業會員人數的成長所抵銷。健康服務業務表現好壞參半，營收成長11.0%，但營業利潤下降7.1%。儘管本季業績強勁，但公司仍對高企的成本趨勢和潛在的宏觀經濟不利因素保持謹慎態度。
Related Articles
Mining & Metals
Copper Lake Resources to Launch 20-For-1 Reverse Stock Split
Copper Lake Resources (CPL.V) intends to consolidate its common shares on the basis of 20 pre-consolidation common shares for every one post-consolidation common share effective as of May 8, it said Wednesday.The company currently has 271-million common shares issued and outstanding, and following the consolidation, the company will have about 13.6-million common shares issued and outstanding, prior to rounding for fractional shares.Its outstanding options of 19.5-million and warrants of 15.9-million will also be adjusted on the same basis as the common shares with proportionate adjustments being made to exercise prices.Shares of the company were last seen unchanged at $0.02 on the TSX Venture Exchange.
$CPL.V
Sectors
US Total Crude Oil Stocks Fall in Week Ended May 1
US crude oil stocks, including those in the Strategic Petroleum Reserve, fell by 7.5 million barrels in the week ended May 1 following a decrease of 13.4 million barrels in the previous week.Excluding inventories in the SPR, commercial crude oil stocks decreased by 2.3 million barrels after a 6.2-million-barrel drop in the previous week, compared with the 3.4-million-barrel decrease expected in a survey compiled by Bloomberg as of 7:35 am ET.Stocks in the SPR declined by 5.2 million in the week after falling by 7.1 million in the previous week.Overall crude oil stocks were down 0.9% from the previous week but were still up 1.5% from a year earlier. Crude oil inventories are about 1% above the five-year average for this time of year.Gasoline stocks declined by 2.5 million barrels, compared with the 2.6-million-barrel decrease expected. Gasoline stocks edged lower by 1.1% from the previous week and 2.6% from a year earlier.Distillate stocks dropped by 1.3 million barrels in the current week, compared with an expected decrease of 2.3 million barrels. Distillate stocks were down 1.2% from the previous week and 4.1% lower than in the same week a year ago.Refineries operated at 90.1% of their capacity, up from 89.6% in the previous week.
Research
Research Alert: L: Q1 Revenue And Eps Miss, Though Results May Not Be Comparable To Consensus
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:L's Q1 revenue of CAD14.4B (+4% Y/Y) missed consensus by CAD90M, while adjusted EPS of CAD0.49 (+9% Y/Y) fell short of CAD0.52 estimates, though we think PC Financial's presentation in discontinued operations may affect comparability. Food retail same-store sales of 2.4% accelerated from Q4's 1.5%, with drug retail posting 4.1% growth. We view the solid same-store sales momentum as encouraging, particularly given internal food inflation remained well below the 4.4% CPI, indicating L's strong value proposition. Management reiterated 2026 guidance for high single-digit EPS growth and CAD2.4B in gross capex. Store expansion accelerated with 13 net openings, including five hard discount locations, aligning with consumer preference shifts toward value formats. Strong FCF of CAD621M (+189% Y/Y) supported aggressive share repurchases of CAD648M. We believe the pending PC Financial divestiture in Q3 2026 will simplify operations and provide additional capital flexibility for core retail growth.
$L