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研究快讯:Ameren 2026年第一季度:尽管受天气因素影响,但基础设施建设收益仍将推动每股收益增长20%。

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-- 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:AEE公布了强劲的2026年第一季度业绩,稀释后每股收益为1.28美元,高于上年同期的1.07美元,同比增长19.6%,超出华尔街预期。尽管受天气不利因素影响,电力销量下降,但总营业收入仍增长至21.76亿美元(+3.8%)。这一业绩反映了基础设施投资战略的成功实施,盈利增长主要得益于资本投资增加带来的回报以及2025年生效的新服务费率。管理层重申了2026年每股收益预期为5.25美元至5.45美元,表明对实现全年目标充满信心。Ameren Missouri业务表现突出,盈利7600万美元,高于2025年第一季度的4200万美元(+81%)。资本支出飙升至15.74亿美元,而上年同期为10.64亿美元(增长47.9%),反映出电力、天然气和输电资产等基础设施投资的加速推进。强劲的第一季度开局使公司在执行战略投资计划的同时,能够更好地实现财务目标。

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