FINWIRES · TerminalLIVE
FINWIRES

RB Global第四季度业绩超预期,股价上涨;上调2026年总交易额和息税折旧摊销前利润预期

By

-- RB Global (RBA.TO) 周一公布第一季度经调整后的利润和营收均超出预期,盘后纽约交易中股价上涨 2%。 剔除大部分一次性项目后,经调整后的净利润同比增长 17% 至 1.894 亿美元,合每股 1.01 美元,而去年同期为 1.652 亿美元,合每股 0.89 美元。FactSet 调查的分析师此前普遍预期每股收益为 1.00 美元。 营收同比增长 11% 至 12.3 亿美元,高于去年同期的 11.1 亿美元,也超过了 FactSet 分析师此前预期的 11.6 亿美元。服务收入持平于 7890 万美元,而库存销售收入增长 32% 至 3.369 亿美元。 RB Global预计2026年总交易额增长6%至9%,高于此前5%至8%的预期。调整后EBITDA预计在14.9亿美元至15.5亿美元之间,高于此前14.7亿美元至15.3亿美元的预期。 “我们实现了所有业务板块的全面总交易额增长,这凸显了我们增长战略的有效性、团队成员的敬业精神以及我们作为值得信赖的合作伙伴为客户创造的价值,”首席执行官Jim Kessler表示,“我们将继续专注于我们能够控制的因素,确保我们始终超越预期,尤其是在当前瞬息万变的宏观经济环境下。” RB Global盘后交易中股价上涨0.13美元,至105.01美元。在多伦多证券交易所,该股收盘上涨0.37加元,至143.09加元。

Related Articles

Asia

Regis Healthcare to Benefit from Higher Govt Spending on Aged Care, Says Jefferies

Regis Healthcare (ASX:REG) is expected to reap benefits from higher government funding into aged care sector, Jefferies said Monday in a note, adding that it is awaiting clarity from the upcoming federal budget announcement this month.The government has announced plans for a AU$3 billion investment in aged care, which includes an increased accommodation supplement.The investment firm assumes that if 40% of Regis' residents received a AU$15 higher daily accommodation supplement, the company could see around a 10% boost in EBITDA per place over 12 months. Regis expects fiscal 2026 underlying EBITDA of around AU$135 million.Jefferies is also confident in the company's fiscal 2027 outlook despite near-full occupancy as Regis continues to expand its portfolio and increase the proportion of residents paying Refundable Accommodation Deposit (RAD). The company reported average occupancy of 95.9% in mature homes in the third quarter.Jefferies maintained a buy rating and increased its price target by 35% to AU$9.

$ASX:REG
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Dte Energy Company

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $3 to $165, reflecting a 20.7x forward P/E on our next-12-month EPS estimate. We lower our 2026 EPS view by $0.05 to $7.76 and raise our 2027 EPS view by $0.01 to $8.40. In March 2026, DTE executed a 1 GW data center agreement with Google and filed contracts with the MPSC for approval; a decision is expected by September 2026. The Google data center agreement complements the previously approved 1.4 GW Oracle project. The agreement is structured to deliver approximately $1.7B in affordability benefits for existing customers over the contract life, while requiring Google to pay the full cost of energy usage, including all related infrastructure investments. DTE intends to pause future electric rate requests for at least two years following its most recent request, dependent on the Oracle data center coming online by 2027. On a compound annual basis from 2025 to 2028, we anticipate approximately 7.5% EPS and 6.8% dividend growth, highly competitive with multi-utilities peers.

$DTE
Asia

National Australia Bank's Asset Quality Risks Build, But Demand Remains Solid, Says Jefferies

National Australia Bank (ASX:NAB) is facing rising asset quality risks as it posted a downbeat half-yearly result, Jefferies said Monday in a note, adding that demand remains resilient and costs are being managed.The bank reported a 26% decline in fiscal 2026 first-half cash earnings to AU$2.64 billion, missing Jefferies' estimate by 3%.The investment firm reduced its fiscal 2026 and 2028 EPS estimates by 1%, citing lower earnings from liquid assets and higher impairment charges for potential loan losses, partly offset by stronger profit margins.Jefferies said that investors are concerned about the bank's exposure to small and medium sized businesses (SMEs) in an uncertain macro environment. NAB is also setting aside more provisions for bad loans than its peers, which is impacting its returns by more than 1%.However, the brokerage continues to see an attractive risk-reward on the profile. Despite recent share underperformance, margins are expected to improve in the second half of the year.Jefferies maintained its buy rating on National Australia Bank but cut its price target to AU$46.98 from AU$47.73.

$ASX:NAB