FINWIRES · TerminalLIVE
FINWIRES

福陸公司第一季業績不如市場預期；下調全年獲利預期上限

By

-- Fluor (FLR) 週五公佈的第一季業績低於預期，這家工程和建築公司同時下調了全年盈利預期上限。 截至3月的第一季，經調整後的每股盈餘為0.14美元，低於去年同期的0.73美元，遠低於FactSet調查的0.62美元的普遍預期。營收下降8%至36.6億美元，低於華爾街預期的38.9億美元。 該股週五交易中暴跌12%。今年迄今，該股累計上漲13%。 根據FactSet的電話會議記錄，財務長約翰·雷根在財報電話會議上表示，Fluor目前預計2026年經調整後的每股盈餘將在2.60美元至2.80美元之間。今年2月，雷根表示，該公司預計該指標為每股收益2.60美元至3美元，目前分析師對非GAAP每股收益的平均預期為2.76美元。 經調整後的息稅折舊攤提前利潤（EBITDA）目前預計為5.25億美元至5.6億美元，低於先前5.85億美元的預期上限。 福陸公司表示，此次預期調整反映了第一季美洲某礦業專案的成本成長，以及由於中東地緣政治局勢，另一個專案暫時放緩。該公司指出，其整體業務的其他部分「繼續達到或超過預期」。 執行長吉姆布魯爾在一份聲明中表示：“本季度的項目費用並未影響我們業務的強勁增長潛力。憑藉嚴謹的項目交付模式和充足的流動性，我們有能力將不斷增長的項目儲備轉化為實際項目，擴大利潤率，並實現持續盈利增長。” 城市解決方案業務的收入從2025年同期的21.6億美元增加至24.4億美元。能源解決方案業務的收入則從12.1億美元降至7.03億美元，反映出幾個即將完工的專案執行活動減少。 任務解決方案業務的收入為5.23億美元，低於去年同期的5.97億美元。

Price: $45.03, Change: $-6.05, Percent Change: -11.84%

Related Articles

Commodities

Wison New Energies Unveils 16 MW Floating Wind Energy Platform Design

Wison New Energies has unveiled a new floating wind platform design aimed at supporting the industry's shift toward massive, next-generation turbines, the company said on Wednesday.The Chinese offshore engineering firm said its engineers had developed a four-column semi-submersible floating platform and compared it with a conventional three-column design under North Atlantic operating conditions.The research comes as floating offshore wind developers increasingly seek platform designs capable of supporting next-generation turbines exceeding 16 MW, which require greater stability and resilience in harsh offshore environments."As floating wind moves toward large-capacity turbine, platform optimization requires an integrated assessment of structural dynamics, hydrodynamics, and coupled responses," Weimin Chen, director of Offshore Wind at Wison Energies, said in a statement.Chen said the study reflects that systems-level approach and highlights the importance of comprehensive evaluation at the early design stage.Floating wind technology is viewed as critical for expanding offshore renewable energy generation into deeper waters where fixed-bottom turbines are not feasible.

Australia

Monster Beverage Posts 'Very Strong' Results, Morgan Stanley Says

Monster Beverage (MNST) offers "outsized" long-term growth potential after reporting "very strong" Q1 and April performance, Morgan Stanley said in a Friday note.The note pointed to organic sales growth of 22% in the last four months, reinforcing confidence in long-term growth prospects above market expectations.The report also said its gross margin performance/forward outlook was better than feared."MNST valuation has moved up after stock outperformance," the report said. "But we continue to believe that Monster's growth profile is unique in CPG and more durable in nature...which should drive a scarcity valuation premium."Morgan Stanley raised its price target to $100 from $96 while maintaining its overweight rating on the stock.Price: $85.89, Change: $+9.92, Percent Change: +13.06%

$MNST
Australia

Apple Likely to see Major Inflection Point in Growth, Wedbush Says

Apple (AAPL) is likely to see a major inflection point in growth as it prepares to unveil its artificial intelligence strategy at WWDC next month, Wedbush said in a Friday research report.The brokerage forecast that around 20% of the world's population will access AI through an Apple device over the coming years, Wedbush stated.Apple will be able to monetize AI and storage services over the coming years, expected to add $75 to $100 to the stock and generate an additional $15 billion of annual services revenue, while the company's collaboration with Alibaba (BABA) on AI will be key as it targets a growing installed base in China, analysts wrote.Monetization depends on Apple's installed base, but innovation in foldable phones, AI smartphone, and affordable Apple Glasses will be the hearts and lungs of the company's success, according to the note.The brokerage said it reiterated its outperform rating on the stock and boosted its price target to $400 per share from $350.Price: $292.90, Change: $+5.48, Percent Change: +1.91%

$AAPL$BABA