-- Bloomin' Brands (BLMN) 股價週三上漲 44%，此前該公司公佈了第一季度調整後盈利和營收均高於預期，並對第二季度業績給予了樂觀展望。 Bloomin' Brands 公佈的第一季調整後每股收益為 0.67 美元，高於去年同期的 0.59 美元。 FactSet 調查的分析師此前預期為 0.57 美元。 該季度營收為 10.6 億美元，高於去年同期的 10.5 億美元。 FactSet 調查的分析師先前預期為 10.4 億美元。 該公司預計第二季調整後每股收益為 0.27 美元至 0.32 美元。分析師此前預期為 0.23 美元。 該公司還重申了 2 月 25 日發布的財報中所給予的全年財務展望。
Price: $8.37, Change: $+2.61, Percent Change: +45.31%
Tenaris (TS) reported fiscal Q1 earnings late Wednesday of $1.07 per American depository share, up from $0.94 a year earlier.Analysts polled by FactSet expected $0.89.Net sales for the quarter ended March 31 rose to $3.10 billion from $2.92 billion a year earlier.Analysts surveyed by FactSet expected $2.99 billion.For Q2, the company said it expects sales will be affected by lower shipments in the Middle East.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMH delivered Q4 2025 FFO of $0.47 per share, in line with consensus, while revenue of $455M missed estimates despite 4.2% growth driven by higher rental rates. Average occupancy declined 30 bps to 95.0% and blended lease rates of +2.8% decelerated from 3.6% in Q3, signaling weakening pricing power in a challenging rental market. Management significantly lowered 2026 core NOI growth guidance to just 1.0%-3.0%, down from beginning 2025 expectations, citing economic uncertainties. The trust maintains a strong balance sheet with $5.2B total debt, no maturities until 2028, and 8.5-year average maturity. AMH plans $500M-$600M in property acquisitions and $150M-$250M in development for 2026, while executing $115M in share repurchases. We view the disappointing guidance and slowing lease growth as signs of mounting operational headwinds, though the unencumbered balance sheet and disciplined capital allocation provide some stability in the near term.