-- AT&T (T) 週三公佈了超出預期的第一季業績，這家電信巨頭重申了其全年盈利預期。 該公司公佈的截至3月份的季度調整後每股收益為0.57美元，高於去年同期的0.51美元，也高於FactSet調查的0.55美元的普遍預期。營業收入成長2.9%至315.1億美元，高於華爾街預期的312.5億美元。 執行長約翰·斯坦基在一份聲明中表示：“我們第一季度新增高級連接互聯網用戶數量創歷史新高，這證明了我們所建立的資產基礎穩固。我們本季度採取的措施表明，我們正在不斷提升客戶價值主張，加快業務規模擴張，並加速增長。” AT&T 繼續預計 2026 年調整後每股盈餘 (EPS) 將在 2.25 美元至 2.35 美元之間。華爾街預期其非 GAAP 每股收益為 2.30 美元。服務收入預計本年度仍將維持個位數低成長。 該股在最近的盤前交易中下跌了 1.8%。 據該公司稱，第一季先進連接業務收入增長 4.7% 至 284.7 億美元，主要得益於服務收入增長 3.6% 和設備收入增長 9.3%（後者主要來自無線設備銷售增長）。該公司表示，無線服務收入成長 1.7%，主要得益於零售無線用戶在滲透率較低領域和整合帳戶方面的成長。 傳統業務收入下降 25% 至 17.7 億美元，主要原因是服務需求下降。拉丁美洲地區營收達11.7億美元，高於去年同期的9.71億美元。 AT&T本季新增後付費電話用戶29.4萬，低於去年同期的32.4萬，但高於FactSet預測的26.7萬。上一季度，該公司新增用戶42.1萬。
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Asia Markets
Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled
The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.
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Research
Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.
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Equities
Petro Rabigh Emerges From Loss in Q1; Revenue Grows
Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.
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