FINWIRES · TerminalLIVE
FINWIRES

研究快讯:西南地区第一季度:尽管需求趋势有所改善,但天气和停工仍对盈利构成压力

By

-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下: SW公司2026年第一季度业绩喜忧参半。净销售额为77.1亿美元(同比增长0.7%,超出市场预期1.84亿美元),但调整后EBITDA为10.8亿美元(同比下降14.1%,低于市场预期7700万美元),利润率为14.0%,同比下降240个基点。管理层量化了6500万美元的天气相关不利因素,其中5500万美元主要来自北美,这对季度业绩产生了显著影响。公司进行了战略性停机以优化系统,这造成了7400万美元的损失,但也显示出潜在需求趋势的改善。净利润从3.82亿美元大幅下降至6300万美元。下降的原因是重组费用增加(5400万美元,而去年同期为1500万美元)以及持续高企的1.66亿美元利息支出,反映了持续的整合成本。因此,基本每股收益从 0.74 美元大幅下降至 0.12 美元(同比下降 83.8%),而调整后的基本每股收益从 0.68 美元下降至 0.33 美元(同比下降 51.5%,比预期低 0.07 美元)。

Related Articles

Australia

Axos Financial Fiscal Q3 Earnings, Revenue Rise

Axos Financial (AX) reported fiscal Q3 earnings late Thursday of $1.90 per diluted share, up from $1.81 a year earlier.Analysts polled by FactSet expected $2.13.Revenue in the three months ended March 31 rose to $392.2 million from $308.8 million a year earlier.Analysts surveyed by FactSet expected $372.5 million.Axos shares fell 2.5% in after-hours trading.

$AX
Insider Trading

HBT Financial Insider Sold Shares Worth $455,416, According to a Recent SEC Filing

Fred L Drake, 10% Owner, Director, Executive Chairman, on April 28, 2026, sold 15,742 shares in HBT Financial (HBT) for $455,416. Following the Form 4 filing with the SEC, Drake has control over a total of 17,270,558 common shares of the company, with 14,343 shares held directly and 17,256,215 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/775215/000178953026000008/xslF345X05/wk-form4_1777581363.xml

$HBT
Mining & Metals

CN Says Union Pacific-Norfolk Southern Merger Fails To Address Competitive Harms

Canadian National Railway (CNR.TO, CNI) after the close Thursday said it is reviewing Union Pacific UNP) and Norfolk Southern's (NSC) amended merger application submitted to the Surface Transportation Board (STB) and will remain "actively engaged" in this process.According to a statement, the applicants have failed to "materially improve the amended application" in ways that address the competitive harms of the merger. They have not remedied the "significant competitive harms" posed by the merger, nor have they offered any meaningful competitive enhancements as required under the board's new rules, said CN, adding that "these failures should be fatal to the application"."Given the magnitude of this transaction, the board's authority to impose conditions that protect competition and the public interest must be paramount. If Union Pacific and Norfolk Southern have set a cost cap on the conditions they're willing to accept, that's their business decision and their risk. It is not a ceiling on the board's authority, and it doesn't limit what's required in the public interest," said Olivier Chouc, CN's chief legal officer.CN Rail shares closed up C$4.66 at C$152.57 on Toronto Stock Exchange.

$CNI$CNR.TO$NSC$UNP