-- 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：Exelon第一季度业绩喜忧参半，调整后每股收益为0.91美元，较上年同期下降0.01美元，但超出市场预期0.03美元；营收增长7.9%至72亿美元，超出预期2.9%。营业收入增长4.5%至16亿美元，主要得益于各地区获批的配电和输电费率上调。尽管各运营公司业绩不一，BGE和PECO实现稳健增长，而ComEd和PHI则面临挑战。强劲的营收表现反映了监管措施的成功执行，费率回收机制提高了盈利的可见性。管理层维持2026年调整后每股收益预期为2.81美元至2.91美元，并重申了2029年之前年化盈利增长将接近5%-7%区间上限的预期。公司将四年资本计划从413亿美元修订为417亿美元，目标是实现7.9%的利率基数增长。截至2029年，融资进展顺利，已完成43%的计划债务融资，并满足了37%的34亿美元股权融资需求。
Related Articles
Australia
Aptiv Stock Sell-off Post Q1 Results was Unwarranted, UBS Says
Aptiv (APTV) stock sell-off post Q1 results was unwarranted and likely driven by the lower-than-expected Q2 guide and rising cost pressures with 2026 more back-half weighted that appears like a steep ramp, UBS said in a Wednesday research report.While Q2 is impacted by "stranded cost" and Ford Motor (F) volume timing, H2 ramp looks more achievable than optics suggest amid positive developments in China and the non-auto segments, analysts wrote.The company expects positive growth from China in Q2, driven by new programs and normalization of production at key customer, the brokerage stated.Commodity headwinds should abate in H2 as recoveries lag, UBS said.The brokerage said it reiterated its buy rating on the stock and price target of $80 per share.Aptiv shares were up 4% in Wednesday trading.Price: $56.47, Change: $+1.64, Percent Change: +2.99%
$APTV$F
Research
Wells Fargo Downgrades Criteo to Equalweigt From Overweight, $18 Price Target
Price: $15.79, Change: $-4.34, Percent Change: -21.55%
$CRTO
Australia
Ocular Therapeutix Advances FDA Talks on Single-Trial Filing for Eye Drug, RBC Says
Ocular Therapeutix (OCUL) is moving closer to a potential US Food and Drug Administration filing for axpaxli, its long-acting treatment for wet age-related macular degeneration, as regulators begin formal discussions on a single-trial approval path, RBC Capital Markets said Tuesday in a report.Management said talks with the FDA are now ongoing, raising the possibility of submitting an application based on the company's successful pivotal study, rather than waiting for a second trial that is due to read out in early 2027, RBC said.The company plans to provide additional regulatory and program updates at an investor day on June 17, RBC said.Ocular continues to target a potential 2027 launch for axpaxli under a single-trial filing strategy, and RBC reiterated its view that the drug has a "positive benefit/risk profile."RBC maintained its rating of outperform, speculative risk, on Ocular stock with a $30 price target.Price: $9.84, Change: $+0.13, Percent Change: +1.29%
$OCUL