-- 霍尼韋爾（HON）週二宣布，將為NextDecade（NEXT）位於布朗斯維爾的里奧格蘭德液化天然氣（LNG）工廠新增的兩條生產線提供液化技術和設備，從而提升該項目的整體產能。 根據協議，霍尼韋爾將為該專案的4號和5號生產線部署其盤管式熱交換器設備和C3MR液化製程。 此次擴建預計將使裡奧格蘭德LNG工廠的產能提升超過66%，從每年1,800萬噸增加到3,000萬噸。該工廠的五條生產線預計將於2031年中期投入營運。 霍尼韋爾表示，其技術已應用於該工廠的前三條液化生產線。 霍尼韋爾天然氣與液化天然氣業務總裁克里斯蒂娜·安德森表示：“隨著能源需求的增長，液化天然氣將繼續在滿足這一需求和支持全球能源安全方面發揮重要作用。” 該公司表示，其液化系統能夠提高效率、優化生產並降低營運成本。霍尼韋爾在聲明中稱，其盤管式熱交換器可在確保安全可靠運作的同時，最大限度地提高產能。 霍尼韋爾也表示，其模組化液化天然氣解決方案可讓組件在異地預製並運輸至出口設施，有助於縮短建設週期。
Price: $233.67, Change: $+0.03, Percent Change: +0.01%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.