Earnings Call Insights: Evergy (EVRG) Q1 2026 Management View "This morning, we are pleased to announce the signing of a fifth large customer electric service agreement and the favorable amendment of 2 previously signed contracts" (CEO, President & Chairman of the Board David Campbell). "We also are reporting solid first quarter results as we delivered adjusted earnings of $0.69 per share compared to $0.55 per share a year ago" (CEO Campbell). "As a result, we will receive a boost to 2026 margins, helping to offset the impact of the mild winter weather earlier this year" (CEO Campbell). "This new customer will take service under our large load power service tariff... [where] new large customers pay a premium rate that covers their fair share of existing and new system costs" (CEO Campbell). "With this solid start, we are reaffirming our 2026 adjusted EPS guidance range of $4.14 to $4.34 per share" (CEO Campbell). "We are also reaffirming our long-term adjusted EPS growth target of 6% to 8% plus through 2030 off of the 2026 midpoint of $4.24" (CEO Campbell), and "We expect adjusted EPS growth to exceed 8% annually beginning in 2028 through 2030" (CEO Campbell). "In aggregate, we have executed ESAs for 5 data center projects under our LLPS tariffs... These 5 ESAs include steady-state peak load of approximately 2.5 gigawatts... the total reaches 3 gigawatts" (CEO Campbell). "This Tier 1 demand enables a transformative growth opportunity, supporting our revised estimate of 7% to 8% annual retail load growth through 2030" (CEO Campbell). "For the first quarter of 2026, Evergy delivered adjusted earnings of $162 million or $0.69 per share" (Executive VP & CFO W. Buckler). Outlook "We are reaffirming our 2026 adjusted EPS guidance range of $4.14 to $4.34 per share" (CEO Campbell). "To assist investors and analysts with their modeling, we are providing second quarter adjusted EPS guidance of 17% to 19% as measured against the $4.24 midpoint of our 2026 adjusted EPS guidance...

Earnings Call Insights: F&G Annuities & Life (FG) Q1 2026 Management view "The first quarter was a solid start to the year and in line with our expectations." (CEO & Director Christopher Blunt) "AUM before reinsurance" ended the quarter "nearly $75 billion" and management said it is "focused on disciplined sales growth and capital allocation priorities between core and opportunistic sales" while "continuing to improve margins and expand ROE." (CEO & Director Blunt) "In 2025, fee-based strategies represented approximately 15% of our adjusted net earnings, excluding significant items, and we expect that mix to grow to approximately 25% by year-end 2028." (CEO & Director Blunt) "We have initiated a formal process to explore strategic alternatives for Peak to capture its significant growth opportunities and unlock that value for our shareholders." (CEO & Director Blunt) "On a reported basis, adjusted net earnings were $110 million or $0.82 per share in the first quarter." (President & CFO Conor Murphy) Outlook "In pension risk transfer, the pipeline remains strong, and we expect annual sales between $1.5 billion to $2 billion." (President & CFO Murphy) "We expect multiyear guaranteed annuity sales to continue moderating given the current rate environment." (President & CFO Murphy) "We expect indexed annuity and indexed universal life sales growth to track in line with the strong industry trends Chris outlined earlier." (President & CFO Murphy) Compared with last quarter’s emphasis on a forthcoming reporting change for alternatives, management reiterated: "effective January 1, 2026, our presentation of investment income for alternative investments does not include fixed income assets," adding, "this updated definition does not have any impact to adjusted net earnings on an as-reported basis." (President & CFO Murphy) Financial results "Alternative investment income was $44 million or $0.32 per share below management's long-term expected return for the quarter" and "adjus...

Earnings Call Insights: Optimum Communications, Inc. (OPTU) Q1 2026 Management view "As we entered 2026, we were clear that this needs to be a year of sharper execution, smarter competitive response and continued transformation" (CEO & Chairman Dennis Mathew), adding the three priorities were to "improve broadband trends, maintain financial discipline, and invest for long-term value creation in addition to evolving our capital structure." "Total revenue was $2.1 billion, and adjusted EBITDA was $789 million" (CEO & Chairman Mathew), who also said "Broadband subscriber net losses totaled 64,000 in the quarter or 56,000 excluding a subscriber adjustment" and "Mobile delivered its strongest quarter in the past 6 years with 52,000 line net adds." "We are simplifying our go-to-market model to compete more effectively on entry pricing" (CEO & Chairman Mathew), while warning that "this may lead to near-term pressure on broadband ARPU from gross additions" as Optimum standardizes pricing and uses "value-added services like mobile, our new video products, Whole Home WiFi and Total Care" to offset. "While fiber migration remains an important part of our long-term road map, we are currently prioritizing new builds and new broadband customer trends over migrations of existing customers to fiber" (CEO & Chairman Mathew). "Net loss in the quarter was approximately $2.9 billion, which includes a noncash impairment charge of $2.7 billion related to our indefinite live cable franchise rights" (CFO Marc Sirota), adding "This was a noncash charge and does not affect our cash flow, liquidity or ongoing operations." Outlook "We anticipate total revenue to decline mid-single digits in the full year 2026" (CFO Sirota). "Given the expected declines in revenues, partially offset by continued discipline on both direct costs and OpEx, we expect adjusted EBITDA to decline low to mid-single digits in the full year" (CFO Sirota). "We anticipate total capital expenditures in 2026 in the range of ...

Mortgage rates rose to 6.37% Thursday as the bumpy spring home-buying season continues.

Image source: The Motley Fool. Wednesday, May 6, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

格隆汇5月7日｜房地美：美国上周30年期按揭贷款/抵押贷款利率6.37%，前值6.30%。

In trading on Thursday, computer peripherals shares were relative laggards, down on the day by about 3.4%. Helping drag down the group were shares of Lantronix, off about 14.9% and shares of Xerox Holdings off about 9.9% on the day. Also lagging the market Thursday are sporti

In trading on Thursday, precious metals shares were relative leaders, up on the day by about 4.4%. Leading the group were shares of Endeavour Silver, up about 18.8% and shares of B2Gold up about 16.2% on the day. Also showing relative strength are hospital & medical practi

Iran’s President Masoud Pezeshkian recently met with Supreme Leader Ayatollah Mojtaba Khamenei for nearly two and a half hours, the state-owned Mizan news agency reported Thursday as the US waits for a response to its proposal to reopen the Strait of Hormuz and end the war. Tyler Kendall reports. (Source: Bloomberg)

Image source: The Motley Fool. Thursday, May 7, 2026 at 10:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Image source: The Motley Fool. Thursday, Jan. 8, 2026, at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Jozsef Soos/iStock Editorial via Getty Images Shareholders of Leonardo ( FINMF ) ( FINMY ) narrowly endorsed board candidates put forward by the Italian government, following a contentious process sparked by Rome’s decision to remove the company’s chief executive. The slate backed by Prime Minister Giorgia Meloni’s administration secured 50.1% of the vote, just ahead of a rival list sponsored by investor group Assogestioni, which received 49.5%, according to a company statement. Despite the close outcome, the government’s preferred chief executive candidate, Lorenzo Mariani, was elected to the board and is expected to be formally appointed to the top role later Thursday. At the same time, all four nominees from the minority slate also gained board seats, ensuring a meaningful presence for institutional investors. The result reflects growing resistance from shareholders and could present a political challenge for Meloni as Italy approaches a general election next year. Some investors, including U.S. activist Guy Wyser-Pratte, have criticized what they view as excessive state influence over the company. Leonardo’s outgoing chief executive, Roberto Cingolani, had overseen a strong turnaround that lifted the stock more than fivefold over three years, but he was replaced last month after a reported rift with the government. While the Italian state retains decisive control over companies like Leonardo, shareholder pushback has emerged before. In 2023, a U.K.-based fund opposed the government’s board proposals at Enel, though Meloni’s candidates ultimately prevailed with a plurality in a three-way vote. More on Leonardo S.p.a. Leonardo S.p.a. 2026 Q1 - Results - Earnings Call Presentation Leonardo: This European Defense Giant Is Quietly Fixing Its Biggest Weakness Leonardo S.p.a. (FINMY) Discusses New Industrial Plan and Strategic Vision for Growth and Innovation - Slideshow Leonardo S.p.a. GAAP EPS of €0.281, revenue of €4.45B; reaffirms FY26 outlook Italy’s Meloni renews...

Tesla and its Chinese rivals saw record unit sales in the region last month.

The Board of Directors of PepsiCo today declared a quarterly dividend of $1.48 per share of PepsiCo common stock, a 4 percent increase versus the comparable year-earlier period. Today's action is consistent with PepsiCo's previously announced increase in its annualized dividend

In trading on Thursday, the Sprott Silver Miners & Physical Silver ETF is outperforming other ETFs, up about 6.8% on the day. Components of that ETF showing particular strength include shares of Endeavour Silver, up about 18.8% and shares of Silvercorp Metals, up about 8.8%

The legendary wildlife broadcaster thanks fans in a message the day before he reaches his centenary.

For the first time in nearly two decades, there will be no military hardware, just soldiers during Saturday's parade in Moscow.

Captains are sailing dark through the Strait of Hormuz to maintain a trickle of commerce despite the double blockade imposed by Iran and the US. Shipping data shows at least two liquified natural gas tankers have exited since the war began. Overnight, a French containership sailed through . All three vessels appear to have temporarily powered down transponders — known as going dark — to evade detection . The movements buoyed investor sentiments as the US awaits Iran’s response to its latest proposal to open the Strait. Tensions continue to run high throughout the region after a new Israeli strike on Lebanon’s capital . Iranian President Masoud Pezeshkian today reported a rare meeting with Supreme Leader Mojtaba Khamenei, describing his encounter to state media as direct and frank . While financial markets have so far managed to avoid a war-related correction, stress from throttling a fifth of the world’s oil trade continues to show elsewhere. Business owners the world over are feeling the pain as are their employees. Jet fuel shortages are interfering with European summer vacation plans while stewards aboard airlines face lower payouts. To be sure, capitalism has grown adept at manufacturing crises into investment opportunities. Shell reported booming earnings as the Iran war boosted trading profits ; so too the buyers of Middle Eastern debt poised to earn a higher return . Private equity giant Brookfield Asset Management is even setting up a new property joint venture in Dubai to take advantage of a drop in home values. —Jonathan Tirone What You Need to Know Today Last week’s kerfuffle between German Chancellor Friedrich Merz and US President Donald Trump was just a misunderstanding, according to Foreign Minister Johann Wadephul. Iran “ should not try to humiliate the American president ,” he told us in an interview. “We are absolutely behind the US in all they are doing to prevent Iran from becoming a nuclear weapons power.” The clarification by Berlin’s top diplo...

Newly minted CEO Josh D'Amaro says that he wants to turn Disney Plus into "the immersive, interactive digital centerpiece of the company." It used to be that people went to the movies or theme parks to immerse themselves in Disney's fictional worlds. But now, D'Amaro says that he sees Disney Plus becoming "the primary relationship between Disney and its fans." The general idea that D'Amaro put forth during his call with investors this week is that Disney Plus and Disney's parks are both places that people visit to spend money while engaging with the company's characters and worlds. D'Amaro framed the streaming service and the parks as comp … Read the full story at The Verge.

A Yarbo lawnmower with a trimmer attachment. | Image: Yarbo I'm lying in the dirt. It's coming for me. Then, with a lurch, it's climbing up my chest. If Andreas Makris doesn't stop the 200-pound robot lawn mower in time, it could drag its blades across my body. Makris certainly can't reach over and hit the emergency stop button - he's nearly 6,000 miles away, having hacked this robot from the other side of the planet, to demonstrate the gaping security holes in Yarbo's robot lawn mowers. And I've made the questionable decision of lying down in the mower's path - to see just how far Makris, the security researcher who discovered those flaws, is able to push the mower. By the time the mower touches m … Read the full story at The Verge.

Two weeks ago there was a buzz in the air inside Microsoft's studio D building. Hundreds of Xbox employees gathered early on a Thursday morning, packed into the hallways and atrium, to hear from Xbox CEO Asha Sharma . The "return of Xbox" slogan was plastered all over the walls of the building, the same message Sharma first delivered to Xbox employees in February. It was time for Sharma to rally the troops, after two years of turbulence, and hint at the future of Xbox. During the roughly 40-minute all-hands, sources tell me that Sharma laid out a four-point action plan for Xbox employees, focusing on several areas in turn: hardware, games, p … Read the full story at The Verge.

The Linux Foundation, the nonprofit organization enabling mass innovation through open source, today announced the schedule for Confidential Computing Summit 2026, taking place in San Francisco, CA, from June 23-24, 2026. Co-hosted with OPAQUE, the Confidential AI company defining the trust layer for enterprise AI, this premier gathering unites enterprise leaders, technologists, and policymakers to advance confidential computing and the secure deployment of AI workloads.

Bloomberg Intelligence’s chief US interest-rate strategist Ira Jersey lays out his latest views on the Federal Reserve and the US Treasury market in this solo Macro Matters edition of the FICC Focus podcast. Jersey discusses why he expects the Fed to remain on hold for at least the next several months, even after Jay Powell’s departure and Kevin Warsh’s expected arrival as chair. He examines the significance of recent FOMC dissents, the challenges Warsh may face in building support for rate cuts

Mortgage rates in the US jumped for the second straight week, a rise in borrowing costs that threatens to stall the spring home sales season. The average rate for 30-year fixed loans climbed to 6.37% from 6.3% last week, matching the level on April 9, Freddie Mac reported on Thursday. A year ago, the rate was 6.76%. Rates briefly dipped below 6% in February, raising hopes for a rebound in home sales this spring. But the war in Iran sent oil prices surging, pushing borrowing costs back up and putting that recovery in jeopardy. For the first time in 2026, new listings grew at a faster pace last month than home sales, according to Zillow . “The spring rebound we anticipated at the start of the year and that produced the stronger sales figures in March was put on pause in April by higher rates,” said Mischa Fisher , chief economist at Zillow. “Still, someone who held off in 2025 hoping conditions would improve has seen that improvement,” he said. “With more homes to choose from and lower monthly costs than a year ago, the math has shifted in favor of buyers even if the moment may not feel like it.”

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 688717 艾罗能源 2025年年报与2026年一季报点评：澳欧需求带动26Q1收入同比大幅增长，毛利率同环比提升 买入 维持 4.860 21.08 7.440 13.78 光伏设备 null

投资要点： 美妆大盘25年及26Q1表现稳健。2025年中国限额以上单位化妆品类商品零售额同比增长5.1%，高于中国消费品社零总额增速3.7%，整体表现较为平稳。从25年月度走势分析，25年3-5月及9-12月增速普遍在7%-12%区间，其中10月单月零售额突破522亿元，创25年内新高，显示节假日对美妆消费或具备一定拉动作用。25年国货贡献份额达57%，线上渠道占比超65%。国际品牌战略收缩，国货在细分赛道突围，平台格局逐步分化，淘天存量竞争、京东稳健增长、抖音国货主导。消费呈“大众平价+高端升级”两极化，功效与性价比或为当前消费者核心关注因素。整体来看，25年及26Q1美妆市场需求维持平稳。 国产美妆高端化提速，2025年消费者对高端美妆品牌偏好度国货首超欧美品牌。根据青眼情报发布《中国高端美妆市场与消费趋势洞察报告》显示，2026年中国高端美妆市场规模预计将达到2429亿元，同比增长2.23%，2024年至2027年的CAGR约为2%。从品牌格局维度分析，中国高端美妆市场以外资品牌为主导，但结构出现显著变化。2021-2025年期间，消费者对国货高端品牌的偏好度由28.4%攀升至46.5%，2025年首次超越欧美品牌。国产美妆品牌或凭借对本土消费者肤质的深入研究及高性价比产品，在高端美妆市场打开较大的增长空间。 美护板块26Q1整体表现平淡，细分赛道个护表现较优。26Q1（不含港股）美护板块营收/归母净利润分别实现142.8/16.3亿元，分别同比变动+8.7%/-5.7%，收入端表现平稳，利润端表现弱于收入增速。具体细分板块来看，1）化妆品板块：26Q1化妆品板块（不含港股）实现营收100.6亿元，同比+4.6%，实现归母净利润10.8亿元，同比+2.1%，其中贝泰妮26Q1营收/归母净利润同比+17.8%/+132.8%，敷尔佳26Q1营收/归母净利润分别同比+82.1%/+87.7%，青松股份26Q1营收/归母净利润分别同比+14.6%/+1048.1%，珀莱雅、水羊股份、丸美生物、福瑞达归母净利润同比均有所下滑，板块表现分化显著；2）医美板块：26Q1医美板块实现营收22.4亿元，同比+8.7%，实现归母净利润3.5亿元，同比-35.5%，其中朗姿股份26Q1营收/归母净利润分别同比+15.0%/-48.2%；此外，医美龙头爱美客营收及归母净利润均下滑...

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 920284 灵鸽科技 新签订单4.30亿元（yoy+122%），硫化物固态电解质中试线项目有望放量 增持 维持 0.310 103.28 0.590 55.21 专用设备 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 920058 华洋赛车 践行双品牌运营战略，电动化、越野道路车与海外市场共振拓宽长期增长曲线 增持 维持 1.050 25.78 1.250 21.75 摩托车及其他 null

板块最新观点 乘用车观点更新：短期来看，行业补贴政策已落地，看好观望需求转化下26Q1乘用车景气度复苏，坚定看好乘用车板块。全年维度来看：国内选抗波动+出口选确定性。国内关注高端电动化赛道中对政策扰动不敏感的个股江淮汽车，以及高端化有望放量的吉利汽车/长城汽车/北汽蓝谷/赛力斯/理想等；出口主线优先配置海外体系成熟、执行能力已验证的头部车企，优选比亚迪/长城汽车/奇瑞汽车，以及零跑/小鹏/上汽集团/长安汽车等。 重卡观点更新：回顾2025：25年全年批发114.4万，同比+26.8%，内销79.9万，同比+32.8%，出口34.1万，同比+17.2%，全年内销及出口超市场年初预期。25年初国四及以下营运重卡保有量69万辆，估算25年底淘汰至45-50万辆，25年全年淘汰21万辆，25年全年内销政策拉动+自然需求回升共振。展望2026：我们预计26年重卡内销有望兑现乐观情形的80-85万，同比+3%。继续推荐中国重汽A/H+潍柴动力+福田汽车+一汽解放+中集车辆等重卡头部车企！ 客车观点更新：2026年以旧换新政策落地，我们认为：1）客车政策略超预期，市场之前对于客车补贴力度做了和乘用车一样会退坡的预期，实际是延续的；2）25年公交略低预期：25年公交车销量2.9万辆，同比-6%（24年公交车销量3万辆，同比+44%），两年增长下来距离合理更换中枢仍有差距（公交60万保有量，8-10年更换周期，销量中枢6万台）；3）26年公交可以更乐观：考虑到八年以上待更新公交数量（10万台以上）以及销量中枢，我们认为26年公交在补贴下仍保持增长，我们保守预计26年公交4万台同比+40%。推荐头部车企，重点推荐宇通客车/金龙汽车，建议关注中通客车。 摩托车观点更新：大排量+出口持续高景气，看好龙头车企。我们预测2026年行业总销量1938万辆，同比+14%，其中大排量126万辆，同比+31%。大排量：1）内销：25H2大排量内销转弱，我们预计随26年国内新品供给推出，内销有望小幅增长，预计26年内销43万，同比+5%；2）出口：欧洲+拉美中国品牌份额提升空间充足，我们预计26年出口83万，同比+50%。看好大排量+出口持续增长，优选龙头车企。推荐春风动力+隆鑫通用。 注：下文本周指4/27-5/3 风险提示：贸易战升级进一步超出预期；全球经济复苏力度低于预期。

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 301611 珂玛科技 珂玛科技25年年报及26Q1季报点评：盈利短期承压，国产替代与产能扩张支撑成长 增持 调低 半导体 null