-- 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：EVRG公佈了2026年第一季穩健的業績，調整後每股收益為0.69美元，超出市場預期0.08美元，同比增長25.5%，儘管面臨天氣不利因素。該公司有效執行了其受監管的投資恢復策略，並在大型客戶開發方面保持了持續的勢頭，受益於天氣恢復正常後的需求成長。隨著在堪薩斯中部地區簽署第五份電力服務協議，該公司的大型客戶策略取得了進展，該客戶預計將於2027年開始按照大型負載電力服務費率使用其服務。管理層重申了2026年調整後每股收益4.14美元至4.34美元的預期，並維持了到2030年每股收益年均增長6%至8%的長期預期。我們認為，該公司在天氣挑戰下仍能實現強勁的獲利成長，體現了其受監管公用事業模式的韌性。我們預計從 2028 年開始，年度調整後每股盈餘成長將超過 8%，反映出我們對龐大的客戶管道和資本投資計畫的信心。
Related Articles
Australia
Sector Update: Energy
Energy stocks were lower Thursday afternoon, with the NYSE Energy Sector Index dropping 2% and the State Street Energy Select Sector SPDR ETF (XLE) falling 1.8%.The Philadelphia Oil Service Sector Index was decreasing 2.2%, and the Dow Jones US Utilities Index was shedding 1.1%.Front-month West Texas Intermediate crude oil was rising 0.6% to $95.61 a barrel, and the global benchmark Brent crude contract was decreasing 0.5% to $100.78 a barrel. Henry Hub natural gas futures rose 2.1% to $2.79 per 1 million BTU.In corporate news, Cheniere Energy (LNG) shares fell 5% after the company reported Thursday a Q1 loss of $16.65 per diluted share, swinging from earnings of $1.57 a year earlier.
$LNG
Australia
Williams Continues to Layer on Growth Projects, RBC Capital Markets Says
Williams (WMB) continues to layer on growth projects, including its Neo power innovation project, and estimates a compound annual growth rate of 9% for sanctioned projects through 2030 while still targeting 10%, RBC Capital Markets said in a note Wednesday.The company anticipates a 5x build multiple on the $2.3 billion Neo project cost, implying about $460 million of annual EBITDA generation, while Atlas includes a new 13-year agreement to provide a pipeline capacity of 164 million cubic feet per day to a data center in the Northeast which is expected to be in service by year-end, according to the note.Management expects to be in the top half of its 2026 adjusted EBITDA guidance range of $8.05 billion to $8.35 billion, supported by a strong Q1 and outlook for the rest of the year, the brokerage said.Analysts now forecast 2026 and 2027 adjusted EBITDA of $8.39 billion and $9.29 billion, respectively, and available funds from operations of $6.36 billion and $7.15 billion, respectively.RBC Capital Markets kept an outperform rating on Williams and raised the price target to $83 from $82.Shares of Williams were down 1.8% in Thursday trading.Price: $72.45, Change: $-1.32, Percent Change: -1.78%
$WMB
Commodities
Vistra Reports Higher Q1 Generation, Advances 4.5 GW Expansion Pipeline
Vistra (VST) reported Q1 earnings Thursday, showing total ongoing operations generation of 50.5 terawatt-hours, up from 48 TWh a year earlier.Generation in the East region increased to 30 TWh for the quarter ended March 31, up from 27.5 TWh a year earlier, while Texas generation rose to 20.1 TWh from 20 TWh.West region generation declined to 0.4 TWh in the quarter from 0.5 TWh a year earlier.Vistra added that total commercial availability fell to 92.7% for Q1, down from 95% a year earlier.Retail electricity volumes declined to 30.1 TWh in the quarter, down from 33.3 TWh a year earlier, amid milder weather conditions in ERCOT.Vistra is advancing about 4.5 gigawatts of generation capacity additions across gas, renewables, coal-to-gas conversions and nuclear uprates, including projects already completed or under construction.The company expects Permian gas peaker units to enter service by Q2 2028 and plans to begin construction on Oak Hill Phase 2 in 2026.Price: $158.55, Change: $+0.25, Percent Change: +0.16%
$VST