-- Transocean（RIG）周一晚间公布，第一季度经调整后每股亏损0.03美元，较去年同期的每股亏损0.10美元有所收窄。 FactSet调查的分析师此前预期非GAAP每股收益为0.08美元。 截至3月31日的第一季度，Transocean的合同钻井收入为10.8亿美元，高于去年同期的9.06亿美元。 FactSet调查的分析师此前预期为10.3亿美元。 该公司预计第二季度合同钻井收入为9.3亿美元至9.7亿美元，分析师预期为9.622亿美元。 该公司目前预计2026年合同钻井收入为38亿美元至39亿美元，高于此前预期的38亿美元至39.5亿美元，分析师预期为38.7亿美元。
Related Articles
Research
Research Alert: CFRA Maintains Hold Opinion On Shares Of Builders Firstsource, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $85 from $125, based on a 2027 P/E of 13.1x, a premium to the stock's 10-year average forward P/E of 12.1x, justified by cyclical trough market conditions. We lower our adjusted EPS estimates to $4.10 from $6.69 for 2026 and to $6.50 from $8.01 for 2027. BLDR posted Q1 2026 adjusted EPS of $0.27 vs. $1.51 (-82% Y/Y), well short of the $0.37 consensus. BLDR's Q1 sales fell 11% to $3.29B ($130M ahead of consensus), but gross margin contracted 220 bps to 28.3%. BLDR said it now expects 2026 net sales of $14.6B-$15.6B and adjusted EBITDA of $1.1B-$1.5B, versus prior expectations of $14.8B-$15.8B and $1.3B-$1.7B, respectively. Management said it remains focused on factors within its control, including serving customers, expanding its differentiated portfolio of value-added solutions, and leveraging technology to accelerate growth and drive operational excellence. We think BLDR's Q1 results underscore challenges the company faces from a weaker housing market.
$BLDR
Asia
Alcoa Extends $1.25 Billion Revolving Credit Facility to 2028
Alcoa (ASX:AAI), along with its subsidiary Alcoa Nederland Holding and other affiliates, amended its existing $1.25 billion revolving credit agreement with a syndicate of lenders, according to a Tuesday Australian bourse filing.The amendment extends the facility's maturity to June 27, 2028, and removes select pricing components, including the secured overnight financing rate credit spread adjustment and sustainability-linked rate and fee adjustments, the filing said.The company made a one-time payment of an amendment fee equal to about 0.1% of each participating lender's commitment to the lenders that agreed to the amendment, the filing added.Alcoa's shares shed 1% in recent Tuesday trade.
$ASX:AAI
Asia
Southern Cross Gold Consolidated Awards Pybar Mining Exploration Decline Contract for Victoria Project
Southern Cross Gold Consolidated (ASX:SX2) awarded Pybar Mining Services an underground exploration decline contract for the Sunday Creek gold-antimony project in Victoria following a competitive tender, according to a Tuesday filing with the Australian bourse.The scope of the contract includes box-cut ground support, portal establishment, primary decline and support services installation, and initial lateral development, including diamond drilling platforms, over a period of seven months.Once completed, the decline will enable the current 11 surface rigs at the project to be expanded to 24 surface and underground rigs, per the filing.
$ASX:SX2