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調査速報:WEC Energy、第1四半期の業績が予想を上回る。設備投資額は16.7%増加、データセンター需要の伸びを上回った。

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-- 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。WEC Energyは、第1四半期に堅調な業績を達成しました。調整後EPSは前年同期比7.9%増となり、市場予想を6.5%上回りました。売上高は9.0%増の34億3,000万ドル(市場予想比0.5%増)となり、これは料金値上げと緩やかな販売量増加によるものです。天候調整後の小売電力供給量は1.3%増加し、特に大口商業・産業顧客が2.7%増と大きく伸びました。一方、天然ガス供給量は温暖な気候の影響で3.5%減少しました。多様な公益事業ポートフォリオを持つWECは、データセンターや製造施設からの需要増加が2027年頃に加速すると予想される中で、有利な立場にあります。WECは、2026年のEPSガイダンスを5.51ドル~5.61ドルに据え置き、今後5年間で7%~8%のEPS成長率という市場予想に合致させました。設備投資は8億1,790万ドル(前年同期比16.7%増)と高水準を維持し、インフラ拡張を支えました。また、営業キャッシュフローは12億2,000万ドルに達し、設備投資と配当を十分にカバーしています。配当は1株当たり0.9525ドルと6.7%増額され、安定した収益と株主還元の実績を改めて示しました。

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調査速報:WEC Energy、第1四半期の業績が予想を上回る。設備投資額は16.7%増加、データセンター需要の伸びを上回った。 | FINWIRES