-- Builders FirstSource (BLDR) 股價週四早盤下跌 0.6%，此前該公司公佈的第一季度調整後收益和淨銷售額均低於預期，並下調了 2026 年淨銷售額預期。 該公司週四公佈的第一季調整後每股收益為 0.27 美元，低於去年同期的 1.51 美元。 FactSet 調查的分析師此前預期為 0.38 美元。 截至 3 月 31 日的第一季淨銷售額為 32.9 億美元，低於去年同期的 36.6 億美元。 FactSet 調查的分析師先前預期為 31.7 億美元。 該公司表示，目前預計 2026 年淨銷售額為 146 億美元至 156 億美元，低於先前預期的 148 億美元至 158 億美元。 FactSet 調查的分析師先前預期為 149.1 億美元。
Price: $82.90, Change: $-0.46, Percent Change: -0.55%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:OLED reported challenging Q1 results with revenue declining 14.5% Y/Y to $142M, well short of consensus expectations ($161M), while EPS of $0.76 fell 44% Y/Y and missed Street estimates ($1.20). The weakness was broad-based, with material sales down 2.9% to $84M and royalty/license fees declining 26.4% to $54M, representing the largest drag on quarterly performance. Management lowered 2026 revenue guidance to $650M from a prior $675M view, citing weak demand conditions. CFO noted near-term market conditions have become more measured while maintaining confidence in longer-term growth prospects, including Gen 8.6 capacity additions in Korea and China expected online this year. We agree with management's longer-term optimism but note weak current conditions may slow new OLED fab ramp timelines. We think the revised Q2-Q4 implied performance ($508M) creates room for downside risk below company projections, as the environment remains volatile.
China Shipbuilding Industry Group Power's (SHA:600482) net profit attributable to shareholders in 2025 slipped 6.5% to 1.30 billion yuan from 1.39 billion yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share declined 4.9% year on year to 0.58 yuan from 0.61 yuan.The Chinese shipbuilding conglomerate's operating revenue rose 12% to 57.80 billion yuan from 51.70 billion yuan in the prior year.
Mercuria Energy Group said it has filed a lawsuit in London's High Court against Baltic Exchange Information Services, alleging distortion of a key oil shipping benchmark, Bloomberg reported on Thursday.The dispute centers on the TD3C route, which tracks the cost of shipping crude from the Middle East to China.Mercuria said the rate "no longer accurately or reliably represents the underlying market it is intended to measure," according to the claim form seen by Bloomberg, adding that the impact has led to losses estimated in the "hundreds of millions of US dollars."The Baltic Exchange, owned by Singapore Exchange, publishes freight rates widely used in global oil markets and derivatives trading.