-- 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:EVR公佈了2026年第一季創紀錄的業績,調整後淨收入達14億美元(年增100%),超過市場普遍預期的11.7億美元,其中諮詢費收入達12.4億美元(年增123%)。調整後每股盈餘達7.53美元,高於去年同期的3.49美元(比市場普遍預期高出2.10美元),展現出卓越的營運槓桿效應。我們認為這對EVR而言是一項重大勝利,因為該公司有效利用了併購市場環境的改善,並通過執行一系列交易(包括華納兄弟探索頻道1100億美元的出售和德文能源580億美元的合併)超越了同行。該公司展現了高效率的營運能力,調整後營業利益率提升870個基點至25.3%。 EVR持續擴張人才隊伍,截至年底,其投資銀行高階管理總監(SMD)人數達182人,高於去年同期的157人,另有3名SMD將於2026年稍後加入。公司透過分紅和股票回購向股東返還了6.733億美元,同時保持了9.86億美元的現金儲備,這使其在加速發展的巨型交易週期中能夠繼續保持成長勢頭。
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Research Alert: CFRA Keeps Buy Rating On Shares Of Biogen Inc.
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