-- ADT (ADT) 股價週四早盤上漲 7.5%，此前該公司公佈了第一季調整後利潤和營收均高於預期。 該公司週四公佈的第一季調整後每股收益為 0.23 美元，高於去年同期的 0.21 美元。 FactSet 調查的分析師此前預期為 0.21 美元。 截至 3 月 31 日的第一季營收為 12.8 億美元，高於去年同期的 12.7 億美元。 FactSet 調查的三位分析師先前預期為 12.7 億美元。 該公司表示，預計 2026 年調整後每股盈餘和營收將與去年持平。 FactSet 調查的分析師先前預期 2026 年調整後每股收益為 0.90 美元，營收為 51.4 億美元。
Price: $7.72, Change: $+0.54, Percent Change: +7.53%
Alignment Healthcare (ALHC) reported Q1 earnings late Thursday of $0.05 per diluted share, compared with the loss of $0.05 a year earlier.Analysts polled by FactSet expected earnings of $0.01.Revenue in the three months ended March 31 rose to $1.24 billion from $926.9 million a year ago.Analysts surveyed by FactSet expected $1.22 billion.The company expects revenue of $1.3 billion to $1.32 billion in Q2 and $5.16 billion to $5.21 billion in the full year.Analysts project $1.31 billion in Q2 and $5.17 billion in 2026.Alignment Healthcare shares fell 10% in after-hours trading.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:COLM posted Q1 2026 EPS of $0.65 vs. $0.75 prior year, $0.30 above consensus on flat net sales of $779M, $21M above estimates. International diversification proved valuable with EMEA surging 35% and LAAP growing 5%, offsetting a 10% U.S. decline, while gross margin contracted 20 bps to 50.7% primarily from a 310-bp incremental tariff impact. We believe the international growth strategy is effectively insulating the company from U.S. tariff headwinds and positioning it for sustained global expansion. Management raised full-year EPS guidance to $3.55-$4.00 from prior $3.20-$3.65 and operating margin guidance to 6.7%-7.5% reflecting better tariff conditions. The company maintains its fortress balance sheet with $535.4M cash and no debt while executing a $150M share repurchase program. We are impressed with international performance driving growth and expect continued momentum from the ACCELERATE Growth Strategy targeting younger consumers, with shares trading at 17x forward EPS guidance.