FINWIRES · TerminalLIVE
FINWIRES

調査速報:Awkの第1四半期決算:営業費用増加によりEPSが予想を下回る。Essential Utilitiesとの合併は順調に進展。

By

-- 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。AWKは2026年第1四半期決算で、調整後EPSが前年同期の1.02ドルに対し1.01ドルとなり、市場予想を7.3%下回りました。一方、営業収益は、認可された料金値上げとインフラ整備費の増加により5.7%増の12億700万ドルとなりました。営業利益は、生産コストの増加とインフラ投資プログラムの加速による営業費用の4,400万ドルの増加にもかかわらず、5.4%増の3億9,100万ドルとなりました。Essential Utilitiesとの合併は順調に進み、ケンタッキー州で最初の州規制当局の承認を得ました。経営陣は統合計画について前向きな姿勢を示しています。経営陣は、2026年の調整後EPSガイダンスを6.02ドル~6.12ドルに据え置き、長期的なEPSおよび配当成長率目標を7%~9%と改めて表明しました。同社は5つの管轄区域で料金改定申請を行っており、年間総収益は5億1800万ドルに達すると見込んでいます。また、37億ドルの設備投資計画の一環として、第1四半期に6億5200万ドルを投資しました。AWKは1株当たり0.8950ドルの四半期配当を発表し、これは8.2%の増配となります。さらに、2036年満期のシニア債7億ドルの発行に成功しました。

Related Articles

Asia

Champion Iron Reports Higher Fiscal Q4 Iron Ore Concentrate Production

Champion Iron (ASX:CIA) reported fiscal fourth-quarter production of 3.4 million wet metric tonnes of iron ore concentrate, up 8% from about 3.2 million wet metric tonnes a year earlier, according to a Thursday filing with the Australian bourse.The company reported quarterly sales of about 3.5 million dry metric tonnes, almost unchanged from the year-ago period.Champion Iron said commissioning for its Direct Reduction Pellet Feed project in Canada progressed as planned, with initial production tests completed in March and the production of commercially sellable product expected by the end of June.

$ASX:CIA
Equities

BP Signs Offshore Gas Exploration Pact With Venezuela

BP (BP) has signed an agreement with Venezuela to explore offshore natural gas, as the country's energy sector gathers momentum following the US capture of Nicolas Maduro in January, Bloomberg reported on Wednesday.The memorandum of understanding between BP and Caracas outlines "potential areas for co-operation in material gas and future exploration," the company said.The agreement comes amid renewed interest from international energy companies in Venezuela, with an energy conference in Caracas drawing strong participation from global investors.For BP, the move aligns with Chief Executive Meg O'Neill's strategy to rebuild long-term reserves as the company pivots back toward oil and gas after scaling back several low-carbon efforts in recent years.

$BP
Equities

African Oil Producers Push To Keep Drilling At Fossil Fuel Phaseout Talks

Oil-rich African nations said they will continue drilling to support economic growth, despite global efforts to phase out fossil fuels, AFP reported from ongoing talks in Colombia.Officials from several producers argued that a rapid transition away from oil and gas is not feasible given their reliance on fossil fuel revenues."Not phasing out - phase down. That is the message," said Onuoha Magnus Chidi, an adviser to Nigeria's regional development minister, to AFP.Delegates warned that an abrupt shift could lead to job losses and economic disruption, calling for financial support and policy flexibility to help manage the transition, AFP said.