-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：IT公司公布2026年第一季度销售额为15.1亿美元（同比下降1.5%，剔除汇率因素后下降4.3%），与市场普遍预期的15.2亿美元基本持平。其中，占总销售额87%的Insights业务同比持平，增速较第四季度的1%和第三季度的4%有所放缓。非GAAP每股收益为3.32美元（同比增长11%），高于华尔街预期的2.92美元，主要得益于Insights业务贡献毛利率环比增长110个基点至78.2%，以及5.35亿美元的强劲股票回购。全球商用车业务增长依然疲软，同比增长仅为1.0%至53亿美元，但较第四季度的0.8%有所改善，扭转了此前连续多个季度的增速放缓趋势。我们预计，在AskGartner的预测推动下，商用车业务的增长势头将持续改善。钱包留存率77.7%（环比增长20个基点，同比下降530个基点），客户留存率85.0%（环比下降30个基点，同比增长60个基点），环比基本持平。2026财年销售额预期从超过64.55亿美元下调至超过64.05亿美元（同比下降1%），其中第一季度疲软的咨询业务业绩（下降17%）是导致预期下调的主要原因，这可能会令担忧人工智能竞争的投资者感到不安。尽管如此，IT部门仍将每股收益预期从之前的超过12.30美元上调至超过13.25美元（与去年同期持平），这为市场提供了一定的支撑。
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EQB Gets Federal Govt Approval to Acquire Loblaw's PC Financial
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