雪佛龙收购赫斯财务影响 - 收购赫斯导致第三季度税后收益减少2亿至4亿美元[1] - 约半数现金流出用于整合成本 如员工遣散费 主要发生在第三季度[2] - 即使剔除一次性费用 调整后收益仍面临5000万至1.5亿美元负面影响[2] 雪佛龙运营与资本支出 - 赫斯资产贡献日均产量45万至50万桶油当量 尽管存在运营停机时间[4] - 第三季度资本支出预计10亿至12.5亿美元[4] - 公司预计整合完成后将显现重大财务效益和运营效率[3] 同业公司业绩预期 - 埃克森美孚第三季度每股收益预期1.73美元 营收886亿美元 盈利同比下滑近10%[5] - 壳牌第三季度每股收益预期1.46美元 营收737亿美元 盈利同比下滑24%[6] - 两家公司盈利预期过去一个月均上调0.02美元[5][6] 雪佛龙市场表现与估值 - 年内股价上涨11% 超越能源行业7.3%的涨幅[7] - 远期市盈率高于行业平均水平 且超过五年均值11.87[8] - 第三季度业绩将于11月初公布 市场预期每股收益2.13美元 营收521亿美元[4]

Dick's Sporting goods closed the acquisition of Foot Locker earlier this month. Brandon Bell / Getty Images Close Key Takeaways Dick's Sporting Goods (DKS) stock is getting cheers from Goldman Sachs after the retailer's $2.4 billion purchase of rival Foot Locker closed earlier this month. The analysts wrote in a note to clients that a "strong sporting goods industry backdrop along with the global reach and scale of the combined company should result in even stronger vendor relationships which will further d ...

Goldman Sachs' outlook for mergers and acquisitions has become more optimistic, fueled by consolidation in various industry sectors and likely acceleration in private equity-backed deals, its President John Waldron said on Thursday. ...

The company’s leading drug candidate, RMC-6236, also called daraxonrasib, made headlines recently when the company released a set of clinical trial results that support initiating the RASolute 303 global Phase 3 registrational trial of the drug as a treatment for first-line metastatic pancreatic ductal adenocarcinoma. This is a particularly dangerous form of pancreatic cancer, and existing treatments have, at best, limited efficacy.It’s not an easy approach, however. RAS mutations occur in about one-third o ...

Federal Signal Corporation (NYSE: FSS) said Wednesday it will acquire Scranton Manufacturing Company Inc., known as New Way Trucks, in a $396 million deal, plus $30 million for facilities in Iowa and Mississippi. The agreement also includes up to $54 million in performance-based earnouts. New Way, a family-owned business, is among the fastest-growing makers of refuse collection vehicles in the U.S. Its lineup includes rear, front, and automated side loaders, with a strong presence among municipal and privat ...

By Scott Murdoch SYDNEY (Reuters) -Nearly $40 billion worth of big ticket buyouts have collapsed in Australia this year - the most in fifteen years - as regulatory risk and misaligned valuations add to the growing challenges in navigating an increasingly stringent regulatory environment. An ADNOC-led consortium's decision to walk away from its $18.7 billion bid for Santos , Australia's second largest gas producer, is the latest in a string of high-profile deals to collapse in Australia this year. The ...

By Svea Herbst-Bayliss NEW YORK (Reuters) -Activist investor Scott Ferguson is joining the board of Performance Food Group, the company said on Tuesday, at a time the hedge fund is urging the food distributor to consider merging with rival US Foods Holding. Less than five weeks ago, Ferguson's Sachem Head Capital Management nominated four director candidates to Performance Food's board. Last week, Performance Food and US Foods signed an agreement to exchange sensitive financial information without violat ...

Advanced Drainage Systems (NYSE:WMS) M&A Announcement September 23, 2025 09:00 AM ET Company ParticipantsMichael Higgins - VP - Corporate Strategy & IRScott Barbour - President, CEO & DirectorOperatorGood morning, ladies and gentlemen, and welcome to the Advanced Drainage Systems conference call. My name is JL, and I am your operator for today's call. At this time, all participants are in a listen-only mode. The conference call will not have a question-and-answer session. I would now like to turn the presen ...

By Abigail Summerville -The ODP Corporation, which owns office supply retailers Office Depot and OfficeMax, agreed to be taken private by an affiliate of Atlas Holdings for approximately $1 billion, the companies said on Monday. Investment firm Atlas will pay $28 per share to buy ODP, which also owns ODP Business Solutions, representing a 34% premium to the company's closing share price on September 19. ODP, which is headquartered in Boca Raton, Florida, had been exploring a sale with investment bank ...

(Bloomberg) -- Bank of America Corp. has named Geoff Iles and Lukas Poensgen as co-heads of mergers and acquisitions in Europe, the Middle East and Africa.  Iles, who joined Bank of America in 2003, has been head of UK M&A for the past seven years, according to an internal memo seen by Bloomberg. Poensgen, who’s been with the bank since 2010, has been leading M&A in Germany, Austria and Switzerland.   They’re taking over leadership of the business formerly run by Eamon Brabazon, who was appointed global ...