-- 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。IDEXXは第1四半期に好調な業績を報告しました。1株当たり利益（EPS）は3.47ドル（前年同期比17%増）となり、市場予想を0.06ドル上回りました。売上高は11億4,100万ドル（前年同期比14%増）となり、市場予想を3,000万ドル上回りました。CAG Diagnosticsの経常収益は前年同期比14%増の9億2,000万ドルとなり、コア診断ソリューションに対する堅調な需要を示しました。営業利益率は、経常収益の大幅な増加と業務効率化施策に支えられ、10ベーシスポイント上昇し31.8%となりました。特に海外市場は好調で、CAGの売上高は国内の11%増に対し、海外では22.7%増となり、グローバル展開の成功を裏付けています。世界のプレミアム機器の設置台数が12%増加し、VetLab消耗品が20%増加したことは、イノベーションの継続的な導入を裏付けています。経営陣は2026年通期の業績見通しを引き上げましたが、これは事業軌道に対する自信の表れだと当社は考えています。IDXXは2026年の売上高を46億7,500万ドル～47億6,000万ドルと見込んでおり、これは従来の46億3,200万ドル～47億2,000万ドルと比較して、前年比+8.6%～10.6%の成長を示しています。また、EPSは14.45ドル～14.90ドルと見込んでおり、これは従来の14.29ドル～14.80ドルと比較して、前年比+11%～14%の成長を示しています。
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Research
Research Alert: Hog: Eps A Penny Short Of Consensus; Prior 2026 Guidance Maintained
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Harley-Davidson (HOG) posted Q1 EPS of $0.22 vs. $1.07 (-79%), a penny short of consensus. The miss was due to weaker-than-expected margins, as motorcycle revenue fell 2% to $1.06B ($60M ahead of consensus), led by a 3% drop in motorcycle shipments. The core Harley-Davidson Motor Company (HDMC) segment, representing the company's traditional motorcycle business, experienced a dramatic 84% decline in operating income to $19M despite revenue being down only 2%. This operating leverage deterioration was led by gross margin compression of 390 bps to 25.3%. The company maintained prior 2026 guidance, which suggests no further deterioration is anticipated from the current levels. HOG shares are trading 1% higher in early trading on Tuesday. We think some investors were hopeful that HOG might be turning a corner, but it is clear the company has more challenges ahead, as it continues its long-term struggle against the global secular decline in motorcycle demand.
$HOG
International
ISM US April Services Index Posts Larger-Than-Expected Decrease
The Institute for Supply Management's US services index declined to a reading of 53.6 in April from 54.0 in March, compared with expectations for a smaller decrease to a reading of 53.7 in a survey compiled by Bloomberg.There were mixed readings for other regional Federal Reserve bank measures already released while the S&P Global measure indicated expansion.There were increases in the readings for production and employment, but new orders and inventories declined. The prices paid reading held steady.The monthly national services reading from the Institute for Supply Management is reported as a headline index, with readings above 50 indicating expansion and those below 50 indicating contraction. Component indexes measure new orders, production, employment, and prices.An increase in the index further above 50 is considered a sign of a strong US services sector and would be a positive for service-sector stocks. Rising prices would normally be a negative for both stocks and bonds.
Commodities
US Natural Gas Update: Futures Down Amid Easing Domestic Demand, Milder Temperatures
US natural gas futures were down on Tuesday after four straight days of gains, amid forecasts of further declines in domestic demand and milder near-term temperatures.Both the front-month Henry Hub contract and the continuous contract were down 0.98% to $2.83 per million British thermal units.Total natural gas demand is expected to fall by 4.0 billion cubic feet on Tuesday, to 95.4 Bcf per day, according to NRG Energy, which attributed the decline to milder weather and colder-than-average temperatures, leading to lower residential and commercial demand.LNG export feedgas is also expected to decline to 17.3 Bcf per day, significantly below the 30-day moving average of 19.38 Bcf.The Energy Buyer's Guide echoed similar views, noting that cooler-than-normal temperatures will persist throughout the eastern two-thirds of the country over the next two weeks, while the west is expected to be warmer-than-normal, both of which, it said, will lead to subdued natural gas demand in the near-term.