-- 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：Valvoline（VVV）公布了2026财年第二季度（截至3月）调整后每股收益为0.41美元，高于市场预期的0.34美元（增长21%），也高于市场普遍预期的0.34美元。营收增长25%至5.04亿美元（高于市场预期900万美元），调整后EBITDA利润率提升60个基点至26.5%（高于市场预期160个基点）。公司核心增长动力依然强劲，系统门店销售额增长25%至5.04亿美元，系统同店销售额增长8.2%（高于市场预期280个基点）。 Valvoline上调了多项全年业绩预期，将系统内同店销售额增长预期从4%-6%上调至5.0%-6.5%，调整后EBITDA预期从5.25亿美元-5.5亿美元上调至5.4亿美元-5.6亿美元，调整后每股收益预期从1.60美元-1.70美元上调至1.65美元-1.75美元（目前市场普遍预期分别为5.6%、5.44亿美元和1.70美元）。此次业绩预期调整反映了公司对其业务发展势头和增长战略成功执行的信心。公司同店销售额增长显著超出预期，运营执行也十分稳健，这些都体现在其上调后的盈利预期中。
Related Articles
Australia
Northern Graphite Up 10% as it Starts Plant Relocation to Advance the Okanjande Restart
Northern Graphite (NGC.V) on Thursday said istarted work to relocate a processing plant in Namibia to the Okanjande mine site as it advances plans to restart production in late 2027.The company awarded a contract to Rotary Engineering Services, based in Namibia, to dismantle the remaining plant infrastructure at the former Okorusu site and transport it to the Okanjande mine site for reassembly. Work is expected to be completed by the end of June."It puts us on a clear path toward supplying our planned joint venture BAM facility in Yanbu, Kingdom of Saudi Arabia, which is targeted for initial production in 2028, supporting Northern's broader mine-to-battery strategy," said Chief Executive Hugues Jacquemin.The Okanjande operation is currently on care and maintenance, with a targeted restart of production in late 2027, subject to financing, it said. Graphite produced from Okanjande is expected to supply both traditional industrial markets, including refractory applications for steelmaking, heat management in electronics, and friction products for the automotive sector, as well as the growing national security and battery materials markets.Shares of the company were last seen up $0.015 to $0.165 on the TSX Venture Exchange.Price: $0.17, Change: $+0.02, Percent Change: +10.00%
$NGC.V
Australia
Paramount Pictures, Warner Music Group to Partner on Theatrical Films
Price: $10.78, Change: $-0.11, Percent Change: -1.04%
$PSKY$WMG
Asia Markets
Exchange-Traded Funds Fall as US Equities Drop Midday on Labor Data, Iran Tumult
Broad Market IndicatorsBroad-market exchange-traded funds IWM and IVV fell. Actively traded Invesco QQQ Trust (QQQ) eased 0.1%.US equity indexes fell Thursday as investors weighed labor data and Iran's response to a Washington proposal to restart peace talks.EnergyIShares US Energy ETF (IYE) fell 2% and the State Street Energy Select Sector SPDR (XLE) dropped 1.9%.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) fell 0.1%; iShares US Technology ETF (IYW) climbed 0.1%, and iShares Expanded Tech Sector ETF (IGM) fell 0.3%.The State Street SPDR S&P Semiconductor (XSD) shed 1.6%, and iShares Semiconductor (SOXX) lost 2.5%.FinancialThe State Street Financial Select Sector SPDR (XLF) fell 0.4%. Direxion Daily Financial Bull 3X Shares (FAS) dropped 1.3%, and its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), gained 1.1%.CommoditiesCrude oil rose 0.7%, and the United States Oil Fund (USO) gained 0.1%. Natural gas and the United States Natural Gas Fund (UNG) each increased 2.4%.Gold on Comex rose 0.6%, and the State Street SPDR Gold Shares (GLD) advanced 0.4%. Silver jumped 4%, and iShares Silver Trust (SLV) gained 3%.ConsumerThe State Street Consumer Staples Select Sector SPDR (XLP) decreased 0.5%. The Vanguard Consumer Staples ETF (VDC) shed 0.4%, and iShares Dow Jones US Consumer Goods (IYK) declined 0.6%.The State Street Consumer Discretionary Select Sector SPDR (XLY) was little changed. VanEck Retail ETF (RTH) fell 0.7%, and the State Street SPDR S&P Retail (XRT) declined 1.4%.Health CareThe State Street Health Care Select Sector SPDR (XLV) fell 0.8%, iShares US Healthcare (IYH) dropped 1%, and Vanguard Health Care ETF (VHT) declined 1.1%. IShares Biotechnology ETF (IBB) tumbled 2.8%.IndustrialThe State Street Industrial Select Sector SPDR (XLI) lost 1.1%. Vanguard Industrials Index Fund (VIS) dropped 1.2% and iShares US Industrials (IYJ) shed 0.7%.CryptocurrencyIn midday activity, bitcoin (BTC-USD) declined 2.2%. Among cryptocurrency ETFs, ProShares Bitcoin ETF (BITO) fell 2.1%, ProShares Ether ETF (EETH) dipped 2.6%, and ProShares Bitcoin & Ether Market Cap Weight ETF (BETH) was 2.4% lower.
$^DJI$^EEM$^EXI$^FAS$^FAZ$^GLD$^IBB$^IGM$^IGV$^IPK$^IVV$^IWM$^IXIC$^IYE$^IYH$^IYJ$^IYK$^IYW$^PMR$^QQQ$^RTH$^SOXX$^SPX$^SPY$^UNG$^USO$^VDC$^VHT$^VIS$^XLE$^XLF$^XLI$^XLK$^XLP$^XLV$^XRT$^XSD$BETH$BITO$EETH