-- 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。Quanta Servicesは、第1四半期に過去最高の売上高78億7,000万ドル（前年同期比26.3%増、市場予想12.7%増）、調整後EPS2.68ドル（前年同期比50.6%増、市場予想31.8%増）を記録し、送電網の近代化とテクノロジーインフラにおける堅調な需要に支えられ、非常に好調な業績を達成しました。Electric Infrastructure Solutionsは、売上高64億7,000万ドル（前年同期比30.8%増）を計上し、受注残高は過去最高の485億ドル（前年同期比37.5%増）に達しました。PWRの事業多角化は、データセンターの遅延リスクに対する緩衝材となり、産業分野における電力需要の増加に伴い、送電網インフラプロジェクトは継続されると予想されます。経営陣は2026年の業績見通しを大幅に引き上げ、売上高を347億ドル～352億ドル（前回の見通しの中間値から4.3%増）、調整後EPSを13.55ドル～14.25ドル（6.9%増）としました。これは、売上高が25%～27%、EPSが26%～33%拡大することを意味します。収益性の高さは、調整後EBITDAが6億8,640万ドル（前年同期比36.2%増）、フリーキャッシュフローが1億8,440万ドル（前年同期比56.6%増）と好調で、進行中のインフラ近代化サイクルの中での堅調な収益転換を反映しています。
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International
US Equity Markets End Higher Amid Gains in Tech, Communication, Industrial Stocks
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.
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