FINWIRES · TerminalLIVE
FINWIRES

CSXはCEOエンジェルの下で成長目標と利益率目標を引き上げた、とバンク・オブ・アメリカが発表

-- CSX（CSX）のCEO、スティーブ・エンジェル氏は2025年9月の就任以来、サービス改善を加速させ、財務目標を引き上げ、コスト構造を合理化しており、これが同社の業績向上に貢献していると、バンク・オブ・アメリカ・セキュリティーズが木曜日に発表した。 同社は現在、売上高成長率を従来の低1桁台から中1桁台に引き上げ、営業利益率の改善目標範囲である200～300ベーシスポイントの上限を見込んでいる。バンク・オブ・アメリカはまた、売上高成長率の予想を1.6%から4.2%に引き上げた。 バンク・オブ・アメリカは、CSXの売上高成長率が中1桁台に達すれば、燃料サーチャージがそれを支えていると見ている。特に購入サービスおよびその他の分野におけるコスト管理は、エンジェル氏が目指す持続的な長期的な生産性向上戦略を象徴している。 同投資会社は、2026年の1株当たり利益（EPS）予想を1.80ドルから1.90ドルに、2027年のEPS予想を2.10ドルから2.15ドルにそれぞれ引き上げた。バンク・オブ・アメリカはCSX株の買い推奨を維持し、目標株価を46ドルから49ドルに引き上げた。 CSX株は木曜日の取引で7.6%上昇した。

Price: $46.47, Change: $+3.29, Percent Change: +7.61%

Related Articles

Asia

Hongqiao Aluminum's Profit Jumps 38%, Revenue Up 3%

Shandong Hongqiao Aluminum Industry (SHE:002379) reported a 38% jump in attributable net profit in the first quarter of 2026 to 6.76 billion yuan from 4.91 billion yuan, according to a filing on the Shenzhen Stock Exchange over the weekend.Diluted earnings per share rose to 0.5186 yuan from 0.3770 yuan.The aluminum company's revenue edged up 3.21% to 40.9 billion yuan from 39.7 billion yuan.

$SHE:002379
Asia

Cofoe Medical Technology Seeks Up to HK$1.06 Billion in Hong Kong IPO

Cofoe Medical Technology (HKG:1187, SHE:301087) launched its Hong Kong initial public offering on Monday, seeking to raise up to about HK$1.06 billion from the deal.The China-based home care medical device provider is offering 27 million H-shares at a maximum offer price of HK$39.33 per share, according to a Hong Kong bourse filing.The offering comprises 2.7 million shares for Hong Kong investors and 24.3 million shares for international investors, subject to reallocation.The offer price is expected to be determined by May 4, with allocation results due by May 5, ahead of the company's planned trading debut on May 6.Net proceeds will be used mainly to support global expansion and strengthen overseas sales channels, as well as advance product research and development.The funds will also be used to expand domestic distribution networks, enhance branding and marketing efforts, and for working capital and general corporate purposes.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are acting as joint sponsors.Huatai Financial Holdings (Hong Kong) and BNP Paribas Securities (Asia) are serving as overall coordinators and are also acting as joint bookrunners and joint lead managers, alongside Futu Securities International (Hong Kong).

$HKG:1187$SHE:301087
Asia

CMOC Group's Q1 Profit Nearly Doubles as Revenue Jumps 44%

CMOC Group (SHA:603993, HKG:3993) reported a 97% jump in attributable net profit in the first quarter of 2026 to 7.76 billion yuan from 3.95 billion yuan a year ago, according to filings on the Shanghai and Hong Kong bourses over the weekend.Diluted earnings per share doubled to 0.36 yuan from 0.18 yuan.The copper and cobalt producer's revenue edged up 44% to 66.4 billion yuan from 46 billion yuan.

$HKG:3993$SHA:603993