-- 维珍澳大利亚控股公司（ASX：VGN）周三向澳大利亚证券交易所提交的文件显示，该公司维持2026财年财务预期不变，预计下半年基本息税前利润（EBIT）和基本EBIT利润率将高于上年同期。 该公司已对2026财年下半年剩余时间的布伦特原油价格进行了92%的套期保值，对炼油利润率进行了71%的套期保值。预计2026财年下半年未套期保值部分的布伦特原油价格和炼油利润率将导致燃油成本增加约3000万至4000万澳元。 该公司已调整下半年的机票价格和运力，以抵消燃油成本和其他运营成本（例如机场收费）上涨的影响。截至5月份，该公司的燃油供应商持续保证航空燃油的近期供应，以支持其运营。 目前预计2026财年下半年每可用座位公里收入增长率约为5%，第四季度约为6%，高于此前3%至4%的下半年预期。国内总运力预计下半年增长1%，第四季度下降1%。 维珍航空通过与合作伙伴卡塔尔航空的湿租协议运营的飞往卡塔尔多哈的航班已取消至6月中旬。其2027财年计划（包括运力）正在评估中。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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$HIG
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
$BKR
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.
$WAB