-- 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：NextEra Energy公佈了強勁的2026年第一季業績，調整後每股收益成長10.1%至1.09美元，超出市場預期5.8%。 FPL和NEER都做出了顯著貢獻，其中FPL的獲利成長9.4%，主要得益於8.8%的監管資本成長和新增10萬用戶；NEER的調整後獲利成長13.6%。我們認為這積極驗證了NEE均衡的成長模式及其在公用事業同業的競爭優勢。管理階層維持了2026年全年調整後每股收益3.92美元至4.02美元的預期，並爭取實現區間上限。我們預計FPL 120億至130億美元的資本支出計畫以及NEER在第一季新增4吉瓦計畫後創紀錄的33吉瓦開發儲備將繼續推動公司成長。美國商務部選擇NEER開發9.5吉瓦天然氣發電項目，增強了我們對資料中心樞紐策略的信心。我們相信，NEER到2032年調整後每股盈餘複合年增長率將超過8%，這仍然是該行業最具吸引力的成長前景之一。
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB