-- 油田服務公司TechnipFMC (FTI)週四公佈了第一季財報，數據顯示，其新增訂單金額降至21.5億美元，低於去年同期的30.9億美元。 儘管新訂單有所下降，但該公司積壓訂單總額基本上保持穩定，為164.7億美元，高於去年同期的158.2億美元。積壓訂單總額較去年同期增加4.1%。 TechnipFMC海底業務部門本季新增訂單金額為19億美元，低於去年同期的27.9億美元。然而，儘管訂單量有所下降，但海底業務積壓訂單總額仍增加了5.7%，達到158億美元，高於去年同期的149.5億美元。 海底工程積壓訂單預示著未來收入來源穩定，預計2026年剩餘時間內將執行52.2億美元的訂單，2027年將執行46.8億美元，2028年及以後將執行59億美元。 TechnipFMC表面技術部門第一季的新增訂單金額為2.487億美元，較去年同期的3.036億美元下降18.1%；積壓訂單金額也下降23.3%至6.676億美元，低於去年同期的8.704億美元。
Price: $75.78, Change: $-1.21, Percent Change: -1.57%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target by $1 to $55, 20.0x our next-12-month EPS view of $2.75, a premium to its five-year average of 15.6x. We reduce our 2026 EPS view by $0.02 to $2.72 and 2027 EPS by $0.01 to $2.93. The Q1 core EPS increase (+7.5% Y/Y) breaks a three-quarter streak of declines, and we see continued momentum throughout our forecast horizon. We see positive data center demand trends, with long-term contracted demand (4.3 GW) up 4% since February 2026 (4.1 GW) and up 47% since February 2025 (2.9 GW), while pipeline demand (14.9 GW) is up 15% since February 2026 (12.9 GW) and has more than doubled since February 2025 (6.1 GW). FE has reduced base O&M by over $200M (15%) since 2022, with Q1 2026 showing an additional ~5% YoY decline, while simultaneously improving reliability metrics. We think FE's cost discipline, service quality improvement, and competitive rate positioning should translate into more favorable rate case outcomes, reduced disallowance risk, and potentially higher allowed ROEs.
Consumer stocks were higher Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.4%.In corporate news, Lamb Weston (LW) shares rose 1.6% after shareholder Starboard Value said in a letter to the board Thursday that the company should hold an investor day and reset earnings to a normalized level.
The US Food and Drug Administration's Oncology Drugs Advisory Committee rejected the benefits AstraZeneca's (AZN) Camizestrant drug candidate to treat breast cancer, Bloomberg reported Thursday.Six committee members voted against the drug due to disagreement over the trial design and the potential implications in the clinical setting, according to Bloomberg.The drug trial met is primary endpoint of progression-free survival as well as the progression-free survival 2 endpoint, however, FDA does not consider PFS2 a suitable endpoint for regulatory decision making, according to a briefing document.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $189.60, Change: $+4.40, Percent Change: +2.37%