-- 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：杜克能源公布2026财年第一季度调整后每股收益为1.93美元，同比增长9.7%，高于市场预期0.13美元。这主要得益于基础设施投资监管复苏和有利的天气条件，但部分被运营费用上升所抵消。营收增长11.3%至91.78亿美元，其中受监管的电力收入增长7.39亿美元，但经天气因素调整后的零售电力销售额下降0.5%，表明潜在需求疲软。我们认为，该公司本季度完成的53亿美元战略交易有助于优化资产负债表，并推动其长期增长。管理层重申了2026年调整后每股收益预期为6.55美元至6.80美元，并表示有信心从2028年开始实现该预期区间上半部分的盈利目标。公司根据电力服务协议新近获得的7.6吉瓦经济发展项目，巩固了其到2030年5%至7%的长期增长率，我们认为，尽管短期需求面临不利因素，但这仍然支撑了该投资逻辑。
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