FINWIRES · TerminalLIVE
FINWIRES

Primaris REIT公佈第一季利潤和總租賃收入均有所增長;維持全年展望。

By

-- Primaris房地產投資信託基金(PMZ-UN.TO)週三盤後公佈,第一季總租賃收入和利潤均有所增長,並重申了其2026年的業績展望。 該房地產投資信託基金第一季獲利4,190萬美元,合每單位0.305美元,高於去年同期的3,120萬美元,合每單位0.257美元。 FactSet的相應數據暫未公佈。 總租賃收入從去年同期的1.502億美元增至1.7704億美元。 FactSet此前預期銷售額為1.808億美元。 Primaris也指出,平均稀釋後單位營運資金(FFO)為0.425美元,高於去年同期的0.439美元。 FactSet此前預計每股FFO為0.44美元。 「我們低槓桿、低派息率的模式是我們策略的關鍵支柱。我們擁有充足的流動性,無擔保信貸額度可全額使用,且2026年沒有債務到期,」財務長 Rags Davloor 表示。 「憑藉強勁的流動性、極低的槓桿率和低派息率,我們能夠更好地為內部成長提供資金,提升投資組合質量,並為我們的單位持有人創造長期價值,」執行長 Alex Avery 補充道。 該房地產投資信託基金 (REIT) 表示,將維持其2026年全年業績指引。 該REIT的單位在多倫多證券交易所收盤下跌0.05美元,至18.98美元。

Related Articles

Research

Research Alert: Sfm: Q1 Beat Against A Low Bar; Results Still Challenged

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SFM reported Q1 2026 net sales of $2.329B (+4% Y/Y) due to new stores as comp sales declined 1.7%, though better than the -2.1% consensus. EPS of $1.71 fell 6% Y/Y but exceeded the $1.68 consensus despite margin pressures from price investments and loyalty program spending. The company opened six new stores in Q1 and maintains plans for 40+ openings in 2026, showing confidence in its unit growth strategy. Management maintained 2026 guidance for net sales growth of 4.5%-6.5%, comp sales of -1% to +1%, and EPS of $5.32-$5.48. Gross margin compressed 20 bps to 39.4%, while EBIT margin declined 90 bps to 9.2%, reflecting the challenging retail environment. The balance sheet remains strong, with $252M cash, zero debt on $600M credit facility, and $235M operating cash flow supporting $140M in share repurchases. We expect sequential improvement through 2026 as promotional and loyalty initiatives gain traction, while financial flexibility provides a buffer during this difficult period.

$SFM
Research

Research Alert: Invitation Homes Q1 2026 Results: Operational Headwinds And Margin Compression

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:INVH reported challenging Q1 2026 results, with Core FFO per share flat at $0.48 and AFFO declining 2.6% to $0.41. Same Store NOI declined 0.3% Y/Ythe first quarterly decline in recent periodsas expenses surged 5.7% while revenues grew only 1.6%. The results highlight persistent operational headwinds facing the single-family residential rental sector. Occupancy declined 90 bps to 96.3%, and new lease spreads remained negative at -3.0%. Management maintained its 2026 guidance, with Core FFO expected at $1.90-$1.98 and AFFO at $1.60-$1.68, though the underlying assumptions suggest continued margin pressure. The company completed its $500M share repurchase program and authorized a new $500M program, reflecting management confidence. We believe the challenging operating environment with limited pricing power and rising expenses will continue pressuring margins. INVH maintains strong liquidity of $1.3B and a net debt/TTM adjusted EBITDAre of 5.6x, which is within its targeted range.

$INVH
Asia

Mineral Resources Posts Higher Fiscal Q3 Production; Lifts Fiscal 2026 Mining Services Output Volume Guidance

Mineral Resources' (ASX:MIN) fiscal third-quarter production volume reached 80 million wet metric tonnes (wmt), up from 62 million wmt a year earlier, according to a Thursday filing with the Australian bourse.Total iron ore production for the three months ended March 31 across Onslow Iron and the Pilbara Hub was 10.3 million wmt, with shipments totaling 9.3 million wmt, the filing said.Total attributable spodumene production for the quarter across Wodgina and Mt Marion operating sites reached 127,000 dry metric tonnes (dmt) of SC6, while sales totaled 115,000 dmt of SC6, per the filing.The company upgraded its fiscal 2026 mining services production volume guidance to 320 million to 330 million tonnes, previously 305 million to 325 million tonnes, and raised its Onslow Iron volume guidance to 17.7 million to 19.4 million wmt, previously 17.1 million to 18.8 million wmt.The company also increased its fiscal 2026 lithium volume guidance to 270,000 to 290,000 dmt of SC6 for Wodgina, up from 260,000 to 280,000 dmt previously, and to 210,000 to 230,000 dmt of SC6 for Mt Marion, up from 190,000 to 210,000 dmt previously.

$ASX:MIN