-- 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：Enterprise Products Partners (EPD) 2026年第一季度每股收益为0.68美元，略低于市场预期0.05美元，但调整后EBITDA为27亿美元，同比增长10%，反映出强劲的基本面表现。各主要业务板块的销量增长依然强劲，天然气加工进料量创历史新高，达到83亿立方英尺/日，同比增长7%；液化天然气管道输送量达到490万桶/日，同比增长10%。天然气加工业务的增长前景良好，计划于2027年新增两座加工厂，使总产能提高12%，以满足不断增长的二叠纪盆地天然气产量需求。管理层指出，预计天然气和液化天然气的产量增速将是原油产量增速的1.6倍。该公司预计2026年增长资本支出为23亿至26亿美元，低于原计划的25亿至29亿美元。随着近期项目的投产，我们认为EPD将进入“收割模式”，未来自由现金流将显著增长。我们认为，数据中心扩张对天然气管道输送能力的需求不断增长，这将进一步推动对中游服务的需求。
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