-- 周一下午晚些时候，消费类股票下跌，道富消费必需品精选行业SPDR ETF (XLP)下跌1%，道富非必需消费品精选行业SPDR ETF (XLY)下跌0.6%。 公司新闻方面，美联航(UAL)首席执行官斯科特·柯比证实，他曾就可能的合并事宜与竞争对手美国航空(AAL)接洽，但美国航空拒绝参与，交易的可能性就此关闭。另据彭博社报道，美国航空正在发行11.4亿美元的债券，用于为一批飞机融资。美联航股价下跌1.2%，美国航空股价下跌3%。 达美乐披萨(DPZ)周一公布的第一季度业绩低于预期，该公司首席执行官表示，消费者的不确定性和通货膨胀抑制了季度末的需求。其股价暴跌超过9%。 威瑞森通信公司 (Verizon Communications，股票代码：VZ) 周一上调了全年盈利预期，并公布了第一季度业绩，净利润超出市场预期。同时，该公司还意外地增加了三个月的后付费电话用户数量。其股价上涨了 1.2%。 丰田汽车公司 (Toyota Motor，股票代码：TM) 周一公布，3 月份全球总销量为 897,871 辆，同比下降 7.3%。丰田股价小幅上涨。
Related Articles
Asia
Ora Banda Mining Appoints Chair-elect
Ora Banda Mining (ASX:OBM) has appointed John Richards as chair-elect, with plans for him to assume the role following the retirement of current Chair Peter Mansell at the company's annual general meeting in November, according to a Tuesday filing with the Australian bourse.Richards is currently non-executive chair of Sandfire Resources (ASX:SFR) and lead independent non-executive director of Sheffield Resources (ASX:SFX), the filing added.
$ASX:OBM$ASX:SFR$ASX:SFX
Research
Research Alert: Universal Health Services: Q1 Eps Tops Estimates
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:UHS delivered solid Q1 results, with adjusted EPS of $5.62 (up 16.1% Y/Y), $0.16 above consensus, while revenue grew 9.6% to $4.495B due to higher prices despite modest patient volumes. Same-facility acute care revenue increased 8.2% on flat adjusted admissions but 6.3% growth in revenue per admission, while behavioral health saw 1.2% admission growth and 7.3% revenue growth. We think the $835M Talkspace acquisition may expand UHS's virtual behavioral health capabilities and broaden payor mix. Management expects the deal to close in Q3. Operating cash flow improved 11.7% to $402M, and UHS repurchased $127.3M in stock, though adjusted EBITDA margin compressed 20 bps to 14.4% on higher operating expenses. We think behavioral health staffing challenges persist but expect the Talkspace integration to create growth opportunities.
$UHS
Research
Research Alert: Cls Q1: Blistering Fy 26 Guidance And Cpo Win Tempered By Capital Demands
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Q1 revenues of $4.05B (+53%) and adjusted EPS of $2.16 (+80%) both exceeded guidance on accelerating hyperscaler demand. Adjusted operating margin reached a record 8.0%, due to higher-value CCS offerings, which grew 76% to $3.24B, with segment margin expanding to 8.6%. The company secured a new CPO switch program with a hyperscaler customer expected to ramp in 2027, and we expect more color tomorrow. Management raised 2026 guidance to $19.0B revenue (from $17.0B) and $10.15 adjusted EPS (from $8.75), representing over $6.5B in revenue growth. Stronger growth is anticipated for 2027 based on improved customer visibility and new program wins. The company enlarged its balance sheet by upsizing its credit facility to $2.5B, with revolver capacity increased to $1.75B. FCF of $137.9M remained robust despite elevated capex of $218.4M to support capacity expansion. Share buybacks slowing, FCF guidance lagging, and a +50% month may be contributing to the after-hours selloff.
$CLS