-- Cascades (CAS.TO) 公佈 2026 財年第一季獲利和銷售額均低於預期,並表示儘管目前預計全年業績將低於 2025 年水平,但「包括提價在內的應對措施正在實施中」。 截至 2026 年 3 月 31 日的三個月,該公司淨利潤為 700 萬美元,調整後每股收益為 0.07 美元,而去年同期為 1,300 萬美元,調整後每股收益為 0.13 美元。該業績與 FactSet 匯總的 0.07 美元的普遍預期相符。 該季度銷售額降至 11.2 億美元,而去年同期為 11.5 億美元,低於 FactSet 匯總的 11.4 億美元的普遍預期。該公司表示,銷售額下降反映了因售價上漲和 2,100 萬美元的有利銷售組合而帶來的 1,800 萬美元的合併淨收益。 然而,該公司補充道,不利的匯率因素造成的3300萬美元損失以及銷量下降(主要來自包裝產品部門,反映了業務關閉和處置的影響)造成的3500萬美元損失,遠遠抵消了上述不利因素的影響。 總裁兼執行長休斯·西蒙表示:「第一季業績低於我們最初的預期,這反映了外部因素和營運因素同等重要的影響。正如我們在4月10日修訂的展望中所披露的,美國各地的天氣相關幹擾,加上運輸和燃料成本的波動加劇,導致營運成本超出計劃 此外,近期的地緣政治發展也打擊了消費者信心和支出,導致包裝銷量低於我們最初的預期。 西蒙補充說:「我們預計第二季度業績將環比略有下降。這一預期反映了在消費者支出水平受限的情況下,我們對包裝銷量持謹慎態度,同時投入成本持續波動且面臨上行壓力。我們預計,兩個業務板塊已宣布的提價措施將完全抵消這些不利因素,其中包裝業務的提價措施將於第二季度開始生效,而下半年業務的交易措施將於第二季度開始生效,而下半年的交易措施將於第二季度開始生效,而下半年業務的交易措施將於第二季度開始生效,而下半年的交易措施將於第二季度開始生效,而下半年的交易措施將於下半年生效,而下半年的交易措施將於第二季度開始生效,而下半年交易將開始生效,而下半年業務的交易措施將於第二季度開始生效,而下半年的交易措施將於第二季度開始生效,而下半年銷售措施將於第二季度開始生效,而下半年的交易。 「在動態的宏觀經濟環境下,我們加強了執行力度,以實現到2026年底實現1億美元盈利增長的目標。關鍵驅動因素包括持續的成本削減舉措、物流優化、生產效率提升以及旨在緩解重大成本壓力的有針對性的定價措施。我們預計將在第三季度末實現出售非核心資產所得款項的目標,並將繼續積極審查我們的資產組合,以確保其與公司的長期戰略目標高度契合。 EBITDA 恢復至約 6 億美元。 公司董事會宣布派發每股普通股 0.12 美元的季度股息,與上一季持平,將於 6 月 4 日支付給截至 5 月 21 日營業結束時登記在冊的股東。 週三,該公司股價在多倫多證券交易所收盤上漲 0.6%,至 10.95 美元。
Related Articles
Vericel Shares Rise After Q1 Net Loss Narrows, Revenue Rises; 2026 Revenue Guidance Lifted
Vericel (VCEL) shares were up 1.3% in Thursday trading after the company posted a narrower net loss and higher revenue for Q1, and raised its full-year revenue guidance.The company reported Thursday Q1 net loss of $0.12 per diluted share, narrowing from a loss of $0.23 a year earlier.Analysts polled by FactSet expected a loss of $0.15.Revenue for the quarter ended March 31 was $68.4 million, up from $52.6 million a year earlier.Analysts surveyed by FactSet expected $63.7 million.The company said it now expects 2026 total revenue to be between $326 million and $336 million, compared with previous guidance of $316 million to $326 million. Analysts polled by FactSet expect $323.4 million.Price: $37.26, Change: $+0.48, Percent Change: +1.31%
Liquidity Services Fiscal Q2 Adjusted Earnings, Revenue Increase; Shares Fall
Liquidity Services (LQDT) shares were down nearly 2% in Thursday early trading even after the company reported fiscal Q2 adjusted earnings and revenue that increased year on year and beat analysts' estimates.The company reported fiscal Q2 adjusted earnings of $0.35 per diluted share, up from $0.31 a year earlier.Two analysts polled by FactSet expected $0.30.Revenue for the quarter ended March 31 was $120.7 million, up from $116.4 million a year earlier.One analyst surveyed by FactSet expected $52.9 million.The company expects fiscal Q3 adjusted EPS of $0.30 to $0.39. Two analysts polled by FactSet expect $0.37.Price: $35.83, Change: $-1.39, Percent Change: -3.73%
Research Alert: Grainger Q1 Earnings Jump As Margin Recovery Takes Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GWW delivered strong Q1 results with EPS of $11.65, up 18.2% Y/Y, significantly beating consensus expectations of $10.21. Sales reached $4.7B with 12.2% organic growth, supported by robust underlying demand across both business segments. The standout metric was 110-bp operating margin expansion to 16.7%, which we view as an inflection point from margin pressures that were a factor for much of 2025, driven by aggressive pricing actions to offset tariff-related cost inflation. Management raised full-year 2026 EPS guidance to $44.25-$46.25 from the previous $42.25-$44.75 range following the uptick in business conditions. Margin recovery was broad-based with High-Touch Solutions North America expanding 20 bps to 42.6% and Endless Assortment growing 40 bps while achieving strong 21.9% sales growth from MonotaRO and Zoro performance. Strong cash generation of $739M supported $345M in shareholder returns and a 10% dividend increase.