金吾财讯 | 美国雅保(ALB)盘初走高，截至发稿，报215.37美元，上涨5.85%，成交额8836.36万美元。消息面上，公司近日发布2026年第一季度业绩数据显示，当季度实现净销售14亿美元，同比增长33%，主要得益于储能业务(销量增长14%，价格上涨51%)和特种化学品业务(销量增长7%，价格上涨2%)销量与价格的增长。净利润为3.19亿美元，归属于普通股股东的每股摊薄收益为2.34美元；调整后归属于普通股股东的每股摊薄收益为2.95美元。调整后EBITDA为6.64亿美元，同比增长148%，主要受益于储能和特种化学品业务的销量与价格上升，以及持续的成本优化与生产效率提升。经营活动产生的现金流为3.46亿美元，自由现金流为2.48亿美元；资本支出为9,900万美元，并维持全年资本支出预测在5.5亿至6亿美元区间不变，同时预计有望达成全年1亿至1.5亿美元的目标。基于一季度业绩，Jefferies将美国雅保的目标股价从230美元上调为244美元；阿格斯亦将美国雅保目标价从185美元上调为230美元。
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