-- 週二,美國股市收高,此前國防部長皮特·赫格塞斯表示,與伊朗的停火協議仍然有效,且原油價格下跌。 * 根據《華爾街日報》報道,赫格塞斯在記者會上承諾將繼續推進開放霍爾木茲海峽的進程,而參謀長聯席會議主席丹·凱恩將軍則表示,伊朗的軍事行動尚未達到重啟戰爭的程度。 * 美國勞工統計局數據顯示,3月美國職缺數量從2月的692.2萬個降至686.6萬個,低於彭博調查預期的685萬個。 * 美國供應管理協會(ISM)發布的4月美國服務業指數從3月的54.0降至53.6,低於彭博調查預期的53.7。 * 6月交割的西德州中質原油期貨價格下跌3.71美元,收在每桶102.71美元;全球基準布蘭特原油期貨價格下跌4.27美元,收在每桶110.21美元。 * Waters(WAT)股價上漲13%,成為標普500指數中漲幅最大的股票,此前該公司公佈了第一財季調整後盈利和營收均高於預期。 * 亨廷頓英格斯工業公司(HII)股價下跌10%,成為標普500指數中跌幅最大的股票,此前該公司公佈了第一財季業績。
Related Articles
Research Alert: Iff Q1 2026: Volume Growth Supports Quarterly Eps, Sales Beat
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:IFF delivered solid Q1 2026 results with net sales declining 4% Y/Y to $2.74B (above $2.64B consensus) primarily from completed divestitures, though comparable currency-neutral sales grew 3% with broad-based volume expansion. Adjusted EPS improved to $1.25 from $1.20, beating $1.07 consensus on operational efficiencies. We view the continued portfolio transformation as positive, with Taste delivering strong 18% comparable EBITDA growth and Health & Biosciences achieving 5% growth, though Scent faced margin pressure. Management maintained 2026 guidance of $10.5B-$10.8B sales and $2.05B-$2.15B adjusted operating EBITDA despite divestiture headwinds. We believe the $144M Y/Y free cash flow improvement to $92M and disciplined 2.5x net debt leverage demonstrate strong execution. The Food Ingredients divestiture progress, with Soy Crush business closing March 2, supports the strategic focus on higher-margin specialty solutions.
Research Alert: Lcid: Q1 Earnings Well Short Of Consensus; Cash Burn Accelerates
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Lucid Group (LCID) posted Q1 adjusted EPS of -$2.82 vs. -$2.04, well short of the -$2.30 consensus. Revenue rose 20% to $282.5M ($76.0M below consensus) in Q1, driven by higher prices, as total vehicle sales fell 1% to 3,093 units. Moreover, LCID's production/sales gap widened significantly, as the company produced 5,500 vehicles during the quarter. LCID's quarter-end cash and equivalents of $700M was down from $998M three months earlier, though total liquidity of approximately $3.2B provides near-term financial flexibility ($4.7B pro-forma for an April capital raise). In the release, LCID did not provide any update regarding prior 2026 vehicle production guidance of 25K-27K units, implying an increase over the 17,840 units produced in 2025. In our view, LCID's actual sales are of greater importance, given apparent demand-related issues. LCID shares are currently trading 2% lower after-hours. This was an ugly release with few positives, aside from the April capital raise which extends its liquidity runway.
Research Alert: Lumen Technologies Beats On Revenue, Set To Acquire Alkira For $475m
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Lumen Technologies reported Q1 2026 results with total revenue declining to $2.899B (-9% Y/Y) and diluted loss per share of $0.20, flat vs. the prior year, though excluding special items the loss widened to $0.47 from $0.13. The quarter marked a historic milestone as Strategic revenue reached 51% of business revenue at $1.246B (+9%), officially surpassing Legacy revenue of $1.198B (-14%) for the first time. This validates the transformation strategy, with strong NaaS momentum showing 25% Q/Q customer growth and a 32% increase in services sold. Management completed the Mass Markets divestiture generating $4.977B and announced the Alkira acquisition to accelerate digital capabilities. The company raised 2026 free cash flow guidance to $1.9B-$2.1B from $1.2B-$1.4B, reflecting divestiture proceeds. We expect business revenue to inflect to growth in 2028 as Strategic revenues become dominant, and we will look for NaaS adoption metrics as leading indicators of digital transformation progress.