-- 周四下午晚些时候，能源股上涨，纽约证券交易所能源板块指数上涨1%，道富能源精选板块SPDR ETF（XLE）上涨0.8%。 费城石油服务板块指数上涨0.4%，道琼斯美国公用事业指数上涨2.4%。 西德克萨斯中质原油下跌2%至每桶104.75美元，全球基准布伦特原油下跌3.4%至每桶114.01美元。亨利枢纽天然气期货上涨4.4%至每百万英热单位2.76美元。 公司新闻方面，南方能源公司（SO）股价上涨2.9%，此前该公司周四公布第一季度调整后每股净收益为1.32美元，高于去年同期的1.23美元。FactSet调查的分析师此前预期为1.21美元。
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Research Alert: Bio: Q1 Results Above Estimates Despite Meaningful Sales/margin Compression
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$BIO
Asia
ResMed Posts Higher Fiscal Q3 Non-GAAP Earnings, Revenue
ResMed (ASX:RMD) reported Friday fiscal third-quarter non-GAAP earnings of $2.86 per share, up from $2.37 a year earlier.Analysts polled by FactSet expected earnings of $2.80.Revenue for the three months ended March 31 was $1.43 billion, compared with $1.29 billion a year earlier. Analysts surveyed by FactSet expected $1.42 billion.The company expects its fiscal 2026 non-GAAP gross margin to be between 62% and 63%.The board declared a quarterly dividend of $0.60 per share, up from $0.53 a year earlier, payable June 18 to shareholders on record as of May 14.
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Research Alert: Gddy: Strong Profitability Metrics Offset By Continued Revenue Headwinds
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GDDY posted Q1 2026 revenue of $1.2B (+6%), in line with consensus, with EPS of $1.60 beating estimates of $1.52 despite booking deceleration to +2.7% from +5% in Q4. A&C segment growth of +11.6% to $498M showed resilience but continued moderating, while Core Platform remained sluggish at +2.8%. We view booking weakness as concerning given competitive pressures and small business spending constraints that raise questions about growth sustainability. Management reaffirmed 2026 revenue guidance of $5.195B-$5.275B (~6% growth), reflecting limited visibility into booking improvement. However, we see encouraging AI monetization signs with ARPU growth of +9.3% to $246 and Airo AI Builder achieving multi-million dollar annualized bookings within weeks of beta launch. We believe GDDY's impressive margin expansion with NEBITDA margins reaching 32.6% (+210 bps) demonstrates operational discipline, though sustaining A&C growth above 10% remains critical for investor confidence.
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