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研究快訊:Dominion Energy第一季業績:監管方面的勝利推動營收和利潤雙雙超乎預期

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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:Dominion Energy公佈2026年第一季營運每股收益為0.95美元,年成長2.2%,超出市場預期4.4%;營收飆升23%至50.19億美元,超出預期13%。維吉尼亞州業務板塊貢獻了6.7億美元的營運利潤,年增1.09億美元,主要得益於2025年雙年度審查的實施、更高的乘客權益回報以及有利的天氣條件。受監管電力銷售強勁成長4.3%(正常天氣條件下),反映了資料中心需求的旺盛,合約容量從48.5吉瓦增至51.0吉瓦。管理層確認2026年每股收益預期為3.45美元至3.69美元,並維持到2030年的5%至7%的長期增長目標,其中2028年至2030年期間更傾向於實現上半部分目標。維吉尼亞沿海離岸風電工程目前已完成75%,176颱風力渦輪機中已安裝9台,預算略為下修至114億美元。我們認為,資料中心的持續擴張和基礎設施投資將支撐D公司的成長軌跡,但離岸風電專案的執行仍是重點領域。

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