金吾财讯 | 埃尼集团(E)公布2026年第一季度经营数据，当期GAAP每股收益0.04欧元；季度营收200.6亿欧元，同比增幅4.5%。油气日均产量达180万桶油当量，优于前期178万桶油当量的预期水平。
公司同步将 2026年股票回购计划规模提升至28亿欧元，并维持全年各项业务发展指引。生产端方面，预计年内油气基础产量同比增长3%至4%。盈利层面，GGP板块调整后备考息税前利润预计约13亿欧元，较初始预期提升30%；Enilive与Plenitude板块全年备考调整后EBITDA，分别预计达11亿欧元、13亿欧元。
能源转型业务稳步推进，年末可再生能源装机容量目标 6.5吉瓦，生物炼制现有产能210万吨/年，另有200万吨/年产能处于在建阶段。
财务测算基于大宗商品及汇率核心假设，预计调整后经营性现金流达 138亿欧元，盈利韧性显著。全年总资本支出70亿欧元，净资本支出50亿欧元，杠杆比率将控制在目标区间下限。
股东回报政策持续优化，确认 2026年每股股息派发1.1欧元，较上年提升5%，持续夯实长期股东价值。
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