-- 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： 第一季度持续经营业务收入增长24.6%至21亿加元，其中收购贡献了70%的增长，内生增长贡献了23%。调整后每股收益增长36.1%至0.83加元（去年同期为0.70加元），调整后EBITDA增长26.7%至1.712亿加元，利润率提升10个基点至8.3%。尽管通胀环境严峻，但美国市场的销量持续增长，EBITDA利润率也实现了提升。我们认为，PBH正开始进行资本回收，以变现约10亿加元的非核心资产。管理层维持全年营收预期为92.5亿至95.5亿加元，调整后EBITDA预期为8.7亿至9.1亿加元，并重申了2027年营收100亿加元、EBITDA 10亿加元的目标。公司已完成对Shaw Bakers的剥离，净收益为1.6亿加元。消费者行为正从高价牛肉产品转向其他产品，这仍然是值得关注的重点。我们相信，以增值方式执行资产变现战略将为盈利能力带来显著提升。
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Apollo Global Trades at Lower Discount Versus Peers, RBC Says
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