-- 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：WSO公佈的第一季每股收益為1.87美元，超出市場預期0.19美元。營收持平於15.3億美元，毛利率下降20個基點至27.9%。儘管面臨嚴峻的市場環境，獲利仍超出預期，美國銷售額成長2%，國際銷售額下降11%。產品表現參差不齊：暖通空調設備銷售額下降1%，其他暖通空調產品銷售額成長4%，商用冷凍產品銷售額成長11%，但後者僅佔總銷售額的5%。正在進行的A2L冷媒過渡影響了第一季55%的產品，導致平均售價上漲9%，但銷量下降抵消了部分漲幅。 WSO宣布收購Jackson Supply Company（年收入2.3億美元），預計第二季完成。自1989年以來，WSO已收購70多家暖通空調經銷商，並持續推動其收購策略。在2025年進行重大A2L相關投資後，由於營運資本管理和庫存優化得到改善，營運現金流赤字從2025年第一季的1.78億美元大幅改善至1,900萬美元。
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Quebec's Provincial Economy Starts 2026 at a Standstill, Says National Bank
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Microsoft Appears to Have Made More Concessions Than Gains Under Amended Deal With OpenAI, UBS Says
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