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FINWIRES

研究快訊:Eqt:第一季業績強勁,主要得益於更優惠的價格

-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下:EQT在2026年開始發揮了強勁的獲利成長,調整後每股收益為2.33美元,高於預期的1.18美元,超出市場普遍預期0.24美元。價格環境帶來了顯著的利好,平均實現價格上漲35%至5.08美元/千立方英尺當量(Mcfe),產量增加8%至6180億立方英尺當量(Bcfe)。成長動力主要來自資料中心需求和液化天然氣(LNG)出口,該公司正瞄準維吉尼亞州北部和東南部市場,以滿足新增的資料中心和工業需求。 EQT維持2026財年產量預期不變,仍為22.75億至23.75億立方英尺當量(Bcfe),但由於近期價格疲軟,亨利樞紐天然氣近月合約價格約為2.75美元/千立方英尺當量(Mcfe),該公司計劃在第二季度減產10000億立方英尺當量(Bcfe)。該公司計劃2026財年資本支出為26.5億至28.5億美元,中位數計算意味著成長18%。創紀錄的季度自由現金流達18.3億美元(成長77%),進一步增強了資產負債表的穩健性,淨債務降至57億美元,EQT正朝著50億美元的長期債務目標邁進。單位營運成本為1.09美元/千立方英尺當量,低於管理階層預期。

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