-- 周四，BCE（BCE.TO）在美国盘前交易中上涨1.6%，该公司表示，尽管营收增长，但第一季度调整后盈利仍有所下降，不过两项指标均超出预期。 剔除大部分一次性项目后，调整后盈利同比下降7%至5.89亿美元，合每股0.63美元，而去年同期为6.33亿美元，合每股0.69美元。FactSet调查的分析师此前预测每股盈利为0.58美元。 季度销售额增长4%至62亿美元，高于市场普遍预期的60.9亿美元。BCE表示，增长主要得益于服务收入增长3.4%至53.5亿美元，以及产品收入增长7.9%至8.18亿美元。 贝尔商业市场（Bell Business Markets）的营收也实现增长，增长9.7%，其中人工智能解决方案收入增长113%。首席执行官米尔科·比比奇 (Mirko Bibic) 表示，营收增长主要得益于市场对 Ateko、Bell Cyber 和 Bell AI Fabric 的强劲需求。 该公司报告称，新增住宅光纤到户 (FTTH) 互联网用户 49,525 户，其中包括 Ziply Fiber，同比增长 3.2%。BCE 报告称，新增后付费移动电话用户 16,947 户，同比增长 26,545 户；Crave 订阅用户增长 25% 至 474 万，使得第一季度成为 Crave 历史上“用户关注度最高的季度”。 BCE 确认了其 2026 年财务预期目标（已于 3 月 16 日更新），该目标已纳入 Bell AI Fabric 位于萨斯喀彻温省新建的 300 兆瓦数据中心预计带来的财务影响。 该公司将于7月15日向6月15日登记在册的股东派发每股0.4375美元的季度股息。 BCE股票在纽约盘前交易中上涨0.38美元，至24.63美元。周三，该股在多伦多证券交易所收盘上涨0.29美元，至33.12美元。
Related Articles
Australia
Vericel Shares Rise After Q1 Net Loss Narrows, Revenue Rises; 2026 Revenue Guidance Lifted
Vericel (VCEL) shares were up 1.3% in Thursday trading after the company posted a narrower net loss and higher revenue for Q1, and raised its full-year revenue guidance.The company reported Thursday Q1 net loss of $0.12 per diluted share, narrowing from a loss of $0.23 a year earlier.Analysts polled by FactSet expected a loss of $0.15.Revenue for the quarter ended March 31 was $68.4 million, up from $52.6 million a year earlier.Analysts surveyed by FactSet expected $63.7 million.The company said it now expects 2026 total revenue to be between $326 million and $336 million, compared with previous guidance of $316 million to $326 million. Analysts polled by FactSet expect $323.4 million.Price: $37.26, Change: $+0.48, Percent Change: +1.31%
$VCEL
Australia
Liquidity Services Fiscal Q2 Adjusted Earnings, Revenue Increase; Shares Fall
Liquidity Services (LQDT) shares were down nearly 2% in Thursday early trading even after the company reported fiscal Q2 adjusted earnings and revenue that increased year on year and beat analysts' estimates.The company reported fiscal Q2 adjusted earnings of $0.35 per diluted share, up from $0.31 a year earlier.Two analysts polled by FactSet expected $0.30.Revenue for the quarter ended March 31 was $120.7 million, up from $116.4 million a year earlier.One analyst surveyed by FactSet expected $52.9 million.The company expects fiscal Q3 adjusted EPS of $0.30 to $0.39. Two analysts polled by FactSet expect $0.37.Price: $35.83, Change: $-1.39, Percent Change: -3.73%
$LQDT
Research
Research Alert: Grainger Q1 Earnings Jump As Margin Recovery Takes Hold
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:GWW delivered strong Q1 results with EPS of $11.65, up 18.2% Y/Y, significantly beating consensus expectations of $10.21. Sales reached $4.7B with 12.2% organic growth, supported by robust underlying demand across both business segments. The standout metric was 110-bp operating margin expansion to 16.7%, which we view as an inflection point from margin pressures that were a factor for much of 2025, driven by aggressive pricing actions to offset tariff-related cost inflation. Management raised full-year 2026 EPS guidance to $44.25-$46.25 from the previous $42.25-$44.75 range following the uptick in business conditions. Margin recovery was broad-based with High-Touch Solutions North America expanding 20 bps to 42.6% and Endless Assortment growing 40 bps while achieving strong 21.9% sales growth from MonotaRO and Zoro performance. Strong cash generation of $739M supported $345M in shareholder returns and a 10% dividend increase.
$GWW