-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。アライアント・エナジーは、2026年第1四半期の継続事業利益を1株当たり0.82ドルと発表しました。これは前年同期の0.83ドルを下回るものの、市場予想の0.79ドルを上回りました。総収益は5.0%増の11億8,400万ドルとなり、市場予想を7.0%上回りました。これは公益事業収入の増加によるものですが、営業利益は経費増加のため3.1%減の2億4,900万ドルとなりました。同社の設備投資プログラムは料金算定基準額の増加を促し、収益要件の増加が1株当たり0.15ドルの増益に貢献しました。これは、アイオワ州における370MWの大型データセンター契約によって支えられ、5件の契約で総契約需要は3.4GWに達しました。経営陣は、2026年度通期の1株当たり利益（EPS）見通しを3.36ドル～3.46ドルに据え置き、年率6%超の複合収益成長軌道を維持した。拡大するデータセンターパイプラインにより、アライアントは長期的な負荷の大幅な増加に対応できる体制を整えているが、需要を規制料金ベース投資に結びつけつつ顧客の負担能力を維持するためには、送電容量の増強と資本投入に関する実行リスクが依然として残っている。
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