-- 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:FirstEnergy第一季業績強勁,核心每股收益為0.72美元,與市場預期一致,每股收益成長7.5%,主要得益於公式費率投資回報。營收成長10.5%至42億美元,淨資產收益率大幅提升至9.8%,這得益於14億美元的資本投入(成長33%)。各業務板塊獲利均實現成長,其中配電業務貢獻每股0.03美元,主要得益於更高的費率和嚴格的費用控制;輸電業務則受益於11%至19%的強勁費率基礎擴張。 管理層重申了2026年核心每股收益預期為2.62美元至2.82美元,並設定了到2030年長期成長目標,接近6%至8%複合年增長率區間的上限。 2026年至2030年期間,Energize365資本計畫規模達360億美元,較上一計畫成長30%,預計將推動年均複合費率基數成長約10%。客戶需求略有改善,經天氣因素調整後的銷售額成長0.5%,而90%的投資成長用於確保監管確定性的公式費率計畫。
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