-- 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：CLH公布第一季度每股收益为1.19美元，高于市场普遍预期的1.15美元，营收创历史新高，达到14.6亿美元，同比增长2%。我们认为，业绩超预期主要得益于盈利能力的提升，足以弥补本季度营收增长的不足。环境服务业务连续第16个季度实现调整后EBITDA利润率同比增长，营收增长3.6%至13亿美元，利润率提升50个基点，主要得益于对处置、回收服务和PFAS相关业务的强劲需求。CLH上调了2026年全年业绩预期，将调整后EBITDA中值上调4000万美元至12.7亿美元，并将调整后自由现金流预期上调1000万美元至5.2亿美元。 Safety-Kleen表现突出，尽管营收下降7%，但利润率显著回升。调整后EBITDA增长16.7%至3300万美元，利润率因石油定价策略而提升320个基点。CLH预计第二季度调整后EBITDA增长5%至9%，利润率的改善将支撑其持续扩张。
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