-- 周三，美国股市收高，标普500指数和纳斯达克综合指数均创下新高。此前，美伊和平协议谈判接近达成，而AMD（超微半导体）第一季度业绩领涨半导体股。 * 据Axios报道，白宫即将就一份仅一页纸的谅解备忘录达成一致，该备忘录旨在结束与伊朗的战争，并为就德黑兰的核计划展开更详细的谈判奠定基础。Axios援引两位美国官员和另外两位知情人士的消息称。 * 美国ADP就业数据周三显示，4月份美国私营部门就业人数增长，非农就业数据将于本周晚些时候公布。私营部门新增就业岗位10.9万个，创下自2025年1月以来的最快增速，高于彭博社此前汇总的12万个预期。 * 6月交割的西德克萨斯中质原油期货价格下跌7.23美元，收于每桶95.04美元；全球基准布伦特原油期货价格下跌8.59美元，收于每桶101.28美元。 * 芯片制造商AMD股价上涨超过18%，成为标普500指数和纳斯达克指数涨幅最大的股票之一。此前，该公司隔夜公布了强于预期的第一财季业绩，并发布了乐观的第二财季营收预期。 * 云网络公司Arista Networks (ANET)股价下跌近14%，成为标普500指数中表现最差的股票之一。此前，该公司周二晚间发布的第二财季营收预期略低于市场预期。
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Research Alert: Wsp Q1: Trc Completion + Ebitda Margin Expansion = Positive Start To Year
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:WSP reported a double beat quarter with net revenues of CAD3,709M, narrowly beating consensus by 1% and growing 10.8% Y/Y, while adjusted EPS of CAD2.21 rose 25.6% and beat consensus by 7%. Adjusted EBITDA margin expanded 80 bps to 16.8% as adjusted EBITDA increased 16.5% to CAD622.2M, near the high end of management's outlook range. Organic growth of 5.0% combined with 9.0% acquisition growth from the TRC and Ricardo acquisitions drove the revenue increase, with adjusted net earnings climbing 29.9% to CAD297.7M. Management noted a CAD50M Q/Q improvement in free cash flow when adjusting for prior-year factoring benefits, though free cash flow shifted to an outflow of CAD29M. Long-term debt increased significantly to CAD7,259.8M from CAD3,441.8M following TRC acquisition financing, pushing the leverage ratio above the target range to 2.3x. Backlog reached CAD19.7B, up 19.0%, representing 11.5 months of revenue, while days sales outstanding improved to 67 days from 70 days.
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Research Alert: Ptc Lifts Fy 26 Eps Guidance, Helped By Share Repurchases And Margin Expansion
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