-- 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:Alliant Energy公布了2026年第一季度持续经营收益,每股收益为0.82美元,低于去年同期的0.83美元,但高于市场普遍预期的0.79美元。总收入增长5.0%至11.84亿美元,超出市场普遍预期7.0%,主要得益于公用事业收入的增长;但由于支出增加,营业收入下降3.1%至2.49亿美元。公司的资本投资计划推动了费率基础的增长,更高的收入需求贡献了每股0.15美元的收益,这主要得益于在爱荷华州签署的一项370兆瓦的数据中心协议,使五项协议的总签约需求达到3.4吉瓦。管理层重申了2026年全年每股收益预期为3.36美元至3.46美元,维持了6%以上的复合年增长率。不断扩大的数据中心管道使 Alliant 具备了长期大幅增长的负荷能力,但输电能力建设和资本部署方面仍然存在执行风险,这对于将需求转化为受监管的费率基础投资,同时保持客户的负担能力至关重要。
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