-- 贝尔登（Belden，股票代码：BDC）股价周四早盘下跌8%，此前该公司公布了第一季度业绩并发布了第二季度业绩指引。 贝尔登公布的第一季度调整后每股收益为1.77美元，高于去年同期的1.60美元。 FactSet调查的分析师此前预期为1.70美元。 截至3月29日的第一季度，公司营收为6.964亿美元，高于去年同期的6.249亿美元。 FactSet调查的分析师此前预期为6.781亿美元。 对于第二季度，公司预计调整后每股收益在1.95美元至2.05美元之间，营收在7.35亿美元至7.5亿美元之间。FactSet调查的分析师此前预期分别为1.98美元和7.313亿美元。
Price: $117.36, Change: $-10.24, Percent Change: -8.03%
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.