-- 米国の油田サービス会社RPC（RES）は木曜日、第1四半期決算を発表し、売上高は前年同期の3億3290万ドルから4億5480万ドルに増加したと発表した。これは、掘削・完成作業が2023年以前の水準を大きく下回ったまま推移しているにもかかわらずの数字である。 RPCは、ベーカー・ヒューズ（BKR）のデータに基づき、第1四半期の米国の掘削リグ稼働数は平均548基で、前年同期の588基から6.8%減少したと述べた。 RPCは、掘削リグ稼働数が2022年のピーク時から減少したにもかかわらず、米国の原油生産量は日量約1400万バレルで横ばいを維持していると報告した。 RPCは、掘削リグ稼働数の減少にもかかわらず、原油生産量は増加傾向にあると述べた。また、フラッキングスプレッドも減少していると付け加えた。
Price: $7.02, Change: $-0.36, Percent Change: -4.88%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target remains $48, a 6x multiple of enterprise value to our 2027 EBITDA estimate, in line with AR's historical forward average. We raise our 2026 EPS estimate by $1.11 to $4.37 and our 2027 EPS estimate by $0.76 to $4.90. We see AR as a leading provider of relatively low-cost natural gas, as well as a healthy degree of NGL exposure. Management is 45% hedged in 2026 in the $3.90/MMBtu range, but that hedge protection drops to about the 30% range for 2027. Following the pending Ohio Utica divestiture, and the now-completed HG deal, AR's exposure to the Marcellus only rises. We see the Marcellus as a relatively lower-cost gas play. AR ended 2025 with a net debt-to-EBITDA ratio of just 2.1x, down from 4.9x at the end of 2024, and yielding considerably improved financial flexibility in our view. We estimate that shares are trading at a sizable discount to AR's historical forward average, despite our view that earnings power should improve to nearly 2022-era levels.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our target price of $136. Our target is an average of a forward P/E of 8.5x our 2027 EPS view of $12.72 ($108) and our DCF model, using a terminal growth rate of 2.5%, WACC of 7.1%, and 10-year FCFF CAGR of 7.7% ($164). Q1 was particularly weak across all segments, with revenues down 10% and EBITDA down 35%. Margins also compressed 600 basis points, however looking through the weakness, Q2 margins are expected to improve to the 20-22% range ($2.6B-$2.7B). This in combination with the glass reinforcements sale ($280M in cash) being completed may be why shares are responding positively in pre-market trading.
Michael Shane Henrie, Senior Vice President & Chief Accounting Officer, on May 06, 2026, sold 2,150 shares in Globe Life (GL) for $333,656. Following the Form 4 filing with the SEC, Henrie has control over a total of 3,609 common shares of the company, with 3,449 shares held directly and 160 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/320335/000032033526000167/xslF345X05/form4.xmlPrice: $152.59, Change: $-1.80, Percent Change: -1.17%