-- 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。Vistraは、2026年第1四半期に優れた業績を達成しました。GAAPベースの純利益は10億2,900万ドルとなり、前年同期の2億6,800万ドルの損失から黒字転換しました。これは、デリバティブの未実現時価評価益7億2,300万ドルが主な要因です。継続事業の調整後EBITDAは、エネルギー価格と容量価格の上昇に加え、Lotus買収による貢献もあり、前年同期の12億4,000万ドルから20.5%増の14億9,400万ドルとなりました。東部事業部門は、調整後EBITDAが8億100万ドルと前年同期の5億1,400万ドルから55.8%増加し、Lotus買収の即効性のあるプラス効果を示しました。一方、テキサス州の発電事業もEBITDAが5億8,600万ドルと堅調で、19.6%増加しました。経営陣は、2026年下半期にコジェントリックス社による約5,500MWの天然ガス発電容量の買収を引き続き目標としており、最近発表されたPJM原子力発電所向けのメタPPAは、将来の収益見通しを確固たるものにしています。当社は、ビストラ社が主要格付け機関2社から投資適格格付けを取得したことは、バランスシートの強化を反映しており、成長資金調達のための資本配分の柔軟性向上を後押しするものだと考えています。
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Apollo Global Trades at Lower Discount Versus Peers, RBC Says
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