-- 美國公用事業公司西北能源公司（NorthWestern Energy，簡稱NWE）週三公佈，儘管客戶數量有所增長，但其零售電力和天然氣銷售卻下滑。 截至3月31日的第一季度，該公司售出2.733太瓦時（TWh）的電力，低於去年同期的2.943太瓦時，主要原因是居民和商業用戶的需求下降。 另一方面，客戶數量從去年同期的501,786戶增加至507,779戶。 報告顯示，由於電價上漲和輸電收入增加，電力業務收入較去年同期成長至第一季的3.621億美元，而2025年同期為3.355億美元。 該公司還報告稱，由於居民需求疲軟，其零售天然氣銷量從去年同期的16,038德卡瑟姆（Dth）降至15,933德卡瑟姆。 儘管客戶數量從 307,890 家增至 343,568 家，但銷售額卻有所下降。 不過，天然氣業務當期營收為 1.355 億美元，高於去年同期的 1.311 億美元。 展望未來，該公司表示將為數據中心供電，並已與 Sabey Data Centers、Atlas Power Holdings 和 Quantica Infrastructure 簽署了開發協議。該公司預計到 2030 年將提供高達 1.5 吉瓦的電力，首批 150 兆瓦將於 2027 年底投產。 NorthWestern Energy 表示，預計與 Black Hills (BKH) 的合併將於下半年完成，合併後的母公司將命名為 Bright Horizon Energy。
Related Articles
Australia
CIBC Confirms Neutral Rating and Raises Target to $215 on Toromont Industries Following Q1 Results
CIBC Capital Markets maintained its neutral rating on the shares of Toromont Industries (TIH.TO) while raising its its price target to C$215 from C$200 after the company reported its first quarter financial results on Tuesday.The company delivered a strong Q1, supported by growth at AVL as capacity continues to ramp, said CIBC. Construction activity also showed early signs of improvement, with momentum building toward quarter-end despite seasonal and macro headwinds, the bank noted."While we acknowledge the optimistic operating backdrop, we believe the valuation largely reflects these drivers and embedded growth assumptions, with the focus now shifting to long-term execution," said analyst Krista Friesen. "We have tweaked our estimates, having actualized Q1/26 earnings and to reflect management's commentary."CIBC now expects 2026 earnings per share to be $7.08 from an earlier expectation of $6.96 and its 2027 EPS to be $8.09 from $7.88, expected earlier.(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: $212.02, Change: $+1.13, Percent Change: +0.54%
$TIH.TO
Australia
Alphabet Seen Delivering Strong AI Driven Growth and Margins, BofA Says
Alphabet (GOOG, GOOGL) reported a strong Q1, with upside in Search and Cloud pointing to artificial intelligence driven growth and higher margins, BofA Securities said in a Thursday note.BofA said Q1 net revenue of $94.7 billion and EPS of $5.11 beat street estimates, while search revenue rose 19% year over year and cloud revenue was 63% higher.Cloud backlog grew 90% quarter over quarter to $462 billion, with about 50% expected to be recognized over the next 24 months, the firm said.BofA raised its 2026 revenue estimate to $424.12 billion from $407.92 billion and its 2027 revenue estimate to $521.99 billion from $474.86 billion.The firm also raised its 2026 EPS estimate to $14.43 from $11.45 and said the growing mix of recurring and higher durability cloud revenue supports a higher valuation multiple.BofA reiterated its buy rating on Alphabet and raised its price objective to $430 from $370.Price: $369.78, Change: $+22.47, Percent Change: +6.47%
$GOOG$GOOGL
Research
Whitecap Resources Maintained at Buy at TPH Following Q1 Results; Price Target at C$16.00
Tudor, Pickering, Holt on Thursday maintained its buy rating on the shares of Whitecap Resources (WCP.TO) with a C$16.00 price target following the Western Canadian oil and gas producer's first-quarter results."Positive on Q1 results which, in our view, should support relative outperformance today. On key Q1 headline metrics, C$0.84 CFPS beat TPHe/Street C$0.74/C$0.74, driven by beats on production and to a lesser degree gas realizations; C$676MM capex was relative in-line with consensus, comparing to TPHe/Street C$643MM/C$664MM. For context on volumes, 391mboepd beat TPHe/Street 378/378 and guidance of 375-380, led primarily by liquids, which clocked in at 242mboepd (62% of the mix) vs. TPHe/Street 231/229, with all of the above attributed to (i) compressed cycle times driving quicker turn-in-line timing for new wells and (ii) outperformance of new wells across the portfolio ... On formal changes, FY'26 guidance was increased on production by +7.5mboped (~2% at the midpoints) to 378-382mboepd (prior 370-375; TPHe/Street 378/375) for unchanged capex of C$2.0-2.1B (TPHe/Street C$2.05B/C$2.08B); no changes to longer-term growth plans of 3-5%," analyst Jeoffrey Lambujon 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: $15.92, Change: $-0.04, Percent Change: -0.25%
$WCP.TO