-- 美國控股公司 Otter Tail (OTTR) 週一公佈，第一季零售電力銷售成長，帶動電力業務收入增加。 截至 3 月 31 日的第一季度，零售電力銷量從去年同期的 1.673 太瓦時 (TWh) 增至 1.716 太瓦時，推動該業務收入從 1.497 億美元增至 1.659 億美元。 該公司表示，電價上漲也是營收成長的推動因素。明尼蘇達州和南達科他州的臨時電價分別於 2026 年 1 月和 2025 年 12 月生效。北達科他州的更新後基準電價於 2025 年 3 月生效。 Otter Tail 指出，天然氣和燃煤發電廠發電量增加帶來的燃料回收收入成長，以及投資回收的改善，也對收入成長起到了積極作用。 該公司製造業部門第一季銷量也成長了4%，營收年增至8,960萬美元，高於去年同期的8,170萬美元。 該公司表示：“與去年同期需求疲軟和庫存管理更加嚴格相比，我們服務的某些市場，包括建築和休閒車市場，需求有所改善。” Otter Tail的塑膠業務銷售也成長了7%，但平均售價下降19%，導致營收從去年同期的1.059億美元降至9,160萬美元。
Related Articles
Equities
Cameco's Q1 Adjusted Net Earnings More Than Double YoY
Cameco (CCO.TO) reported that its first-quarter adjusted net earnings more than doubled year over year on higher sales volumes and improved average realized price of uranium.Adjusted net earnings were C$203 million, or $0.47 per share, rising from $70 million, or $0.16 per share. The result beat the non-GAAP earnings per share consensus estimate of $0.34 as compiled by FactSet.Revenue was $845 million, up from $789 million. The result exceeded the sales consensus estimate of $833 million as compiled by FactSet.Adjusted EBITDA was $509 million, an increase from $353 million.Uranium production was 6.2 million pounds, up from 6.0 million lb. Uranium sales were 7.8 million lb at an average realized price of $91.26/lb, up from 6.9 million lb at an average realized price of $89.12/lb.The company maintained its 2026 guidance and said nuclear energy is on track for long-term growth in support of global demand.
$CCO.TO
Research
Research Alert: CFRA Maintains Buy Opinion On Shares Of Pinterest
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our target to $28 from $19, on a higher P/E of 13.4x our 2027 EPS view, below peers and historical multiples to reflect uncertainties around AI competitive dynamics. After it posted better-than-expected Q1 results and a strong Q2 guidance, we raise our 2026 EPS view to $1.87 from $1.75 and 2027's to $2.09 from $1.90. We see improving international monetization as the primary growth driver near term (Rest of World and Europe saw 59% and 27% revenue growth in Q1) while the company's AI investments are delivering greater results for advertisers. PINS's recommendation engine model improved search fulfillment by 180 basis points in Q1 while Performance+ campaigns now account for 30% of lower-funnel revenue with adopters growing spend at twice the rate of non-adopters. The now completed tvScientific deal also injects a new growth opportunity into the faster growing Connected TV market. We believe PINS's low teens P/E undervalues these growth initiatives and a more aggressive cash return to investors.
$PINS
Research
BTIG Research Downgrades Global Business Travel to Neutral
Global Business Travel Group (GBTG) has an average rating of overweight and mean price target of $9.75, 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)
$GBTG