-- Foraco International SA (FAR.TO) 公布第一季度净利润下降，尽管营收增长并超出分析师预期。 截至2026年3月31日的三个月，该公司净利润为90万美元，即每股摊薄收益0.65美元，而去年同期为102万美元，即每股收益1.54美元。 营收增至6630万美元，高于去年同期的5500万美元，也高于FactSet汇总的6460万美元的普遍预期。该公司指出，“几乎所有地区都实现了增长，尤其是在加拿大、美国和南美洲。” Foraco首席执行官Tim Bremner表示：“正如预期，新合同的启动阶段和现有项目的重启暂时影响了利润率，尤其是在南美洲。宏观经济利好因素依然强劲，黄金和铜等大宗商品价格接近历史最高水平，生产商的自由现金流充裕，开发商和勘探商的资本积累也十分可观。”该公司表示，第一季度钻机利用率为40%，而去年同期为30%。 布雷姆纳补充道：“我们相信，所有关键的行业指标，例如创纪录的积压订单、不断提高的利用率以及未来几个月计划投入使用的更多钻机，都将有助于提升运营业绩。” 该公司股票周三在多伦多证券交易所收盘下跌0.7%，至2.99加元。
Related Articles
Research
Research Alert: CFRA Reiterates Strong Buy Opinion On Shares Of Lithia Motors Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $25 to $375, based on a 2027 P/E of 9.0x, a modest discount to LAD's 10-year forward P/E of 10.3x. We reduce our adjusted EPS estimates to $35.30 from $39.25 for '26 and to $41.80 from $43.20 for '27. Following LAD's Q1 earnings beat, we are lowering our estimates and price target but reiterating our Strong Buy on the shares. LAD remains our top pick in auto retail, as the company continues to outperform in a more challenging environment for dealerships. LAD's same-store-sales growth is outperforming peers by a wide margin and its combination of aggressive share repurchases and accretive acquisitions is helping support its bottom line. Impressively, LAD bought back ~4% of total outstanding shares in Q1 after retiring 11% of its share count in 2025. We find LAD's current risk/reward compelling with significant upside potential in a more favorable demand environment, continuing to view the long-term growth story as intact and noting management's history of solid execution.
$LAD
Research
Kinross Gold Maintained at Buy at Stifel Canada Following Q1 Results; Price Target Kept atC$65.00
Stifel Canada on Thursday maintained its buy rating on the shares of Kinross Gold (K.TO, KGC) and its C$65.00 price target following the company's first-quarter results."Kinross reported Q1/26 adjusted EPS of $0.71 vs. our $0.69 (consensus: $0.72) on attributable GEO production of 492.6Koz vs. our 489.8Koz (consensus: 481.8Koz) at attributable cost of sales of $1,380/GEO and AISC of $1,732/GEO which were in-line and within the FY26 guidance ranges ($1,360 +/- 5% and $1,730 +/- 5%, respectively). Adjusted Q1/26 EPS absorbed a $91Mln withholding-tax charge, of which $65Mln relates to taxes payable in future quarters tied to repatriation of Mauritania cash flows. Record Q1/26 attributable FCF of $837.5Mln implies FCF/GEO ex-WC of $2,656/GEO (+$1,034/GEO or +63.8% QoQ vs. +$722/oz or +17.4% in gold price). Kinross repurchased $250.1Mln in shares in Q1/26 (plus $50Mln in April) and reaffirmed its 40%-of-FCF return-of-capital target. We estimate approx. $1.3Bln for share buybacks in 2026 (vs. $0.6Bln in 2025) or 3.4% of shares outstanding (vs. 2.5% in 2025). Q1/26 total liquidity stood at $3.9Bln, including $2.2Bln of cash (+$443Mln QoQ)," analyst Ralph Profiti wrote.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $40.93, Change: $+0.07, Percent Change: +0.17%
$K.TO$KGC
Australia
Stifel Nicolaus Raises ONEOK Price Target to $99 From $91
ONEOK (OKE) has an average rating of overweight and mean price target of $94.65, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $91.91, Change: $+2.59, Percent Change: +2.90%
$OKE