-- 美国公用事业公司FirstEnergy(FE)周二公布,第一季度实际电力销售量为38.616吉瓦时(GWh),较去年同期的38.172吉瓦时增长1.2%。 商业领域的销售量增幅最大,同比增长2.8%至10.118吉瓦时;其次是居民领域,增长0.7%至15.596吉瓦时;工业领域的销售量也增长0.5%至12.899吉瓦时。 报告显示,公司所有业务部门的收入均有所增长。 配电业务的收入贡献最高,达到19.9亿美元,高于去年同期的19.4亿美元。 一体化业务的收入为17亿美元,高于去年同期的13.5亿美元。独立输电业务的收入为5.16亿美元,高于去年同期的4.91亿美元。 展望未来,FirstEnergy表示,公司“拥有独特的优势,能够充分利用数据中心的发展机遇”。 该公司已签订了2026年2.205吉瓦的数据中心需求合同,以及2031年和2035年4.255吉瓦的合同。 除此之外,该公司还计划在2031年交付7.43吉瓦的需求,并在2035年交付14.865吉瓦的需求。
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Berenberg Keeps Hold Rating as Eni Ups FY26 Guidance After Q1 Miss
Eni (ENI.MI) logged a weaker-than-expected first quarter but guided for improved conditions for the full year, which Berenberg dissected in a note published Wednesday.The Italian oil and gas company is rated hold with a price target of 22 euros.The research firm noted that first-quarter adjusted EBIT was 11% lower than consensus, while the 20% jump in full-year operating cash flow expectations and a 90% surge in its share buyback guidance were supported by higher commodity prices.However, expected lower results from Eni's downstream and global gas and LNG portfolio prompted analysts to cut their adjusted EPS projection for 2026 by 0.9%, and raise it by 1.1% and 1.5%, respectively, for 2027 and 2028."Eni has had an exceptional start to the year from an exploration standpoint ... Shareholder returns remain attractive, in our view, with a dividend yield of 4.4% and a buyback of around 4.2%, but after exceptional recent performance, we see better value elsewhere in the sector," analysts said.
Capital Power's Q1 Net Income Falls YoY
Capital Power's (CPX.TO) net income fell year over year in the first quarter despite an increase in revenue, the company said Wednesday.Capital Power recorded an attributable net income of C$15 million, or $0.04 per share, for the three months ended March 31, dropping from $151 million, or $1.03 per share, posted a year ago.The analyst earnings per share consensus forecast compiled by FactSet was $0.55.Revenue rose to $1.21 billion from $988 million as electricity generation climbed to 11,468 gigawatt hours from 9,555 GWh.Adjusted EBITDA increased to $404 million from $367 million. In comparison, the company's 2026 annual EBITDA guidance ranged from $1.57 billion-$1.77 billion.Capital Power's sustaining capital expenditures stood at $107 million as of the first quarter, compared to its 2026 annual guidance of $290 million-$330 million.