As we enter the tail end of first-quarter earnings season, clear winners and losers have emerged. Many well-known blue-chip companies that were expected to knock the cover off the ball with their prints ended up striking out. In turn, this badly hurting their share prices in the process and drawing the ire of shareholders. The poor results come at a difficult time. The stock market is seeking direction and adjusting to the reality of higher for longer interest rates and the potential for zero rate cuts this ...

BP plc (BP) reported first-quarter 2024 adjusted earnings of 97 cents per American Depositary Share on a replacement-cost basis, excluding non-operating items. The bottom line missed the Zacks Consensus Estimate of $1.03 and declined from the $1.66 reported a year ago.Total quarterly revenues of $50 billion lagged the Zacks Consensus Estimate of $61.8 billion and declined from the $57 billion reported in the year-ago quarter.Lower realizations of commodity prices primarily led to weak quarterly results.Oper ...

财务数据和关键指标变化 - 第一季度调整后EBITDA为103亿美元,基础收益为27亿美元 [4] - 调整营运现金流为74亿美元,受季节性营运资本增加的影响 [4] 各条业务线数据和关键指标变化 - 阿塞拜疆中心租赁项目安全启动,BPX在Permian投产第三套中央处理设施,Archaea投产最大模块化RNG工厂 [5] - 公司正在简化组织架构,计划到2026年底实现至少20亿美元现金成本节省 [6] 各个市场数据和关键指标变化 - 美国柴油需求疲软,但预计将在今年下半年和2025年得到缓解 [17] - 欧洲生物柴油利润率在第四季度和第一季度受到挑战,因为一些斯堪的纳维亚国家取消了强制使用政策 [17] 公司战略和发展方向及行业竞争 - 公司正在从国际油气公司向综合能源公司转型,将重点放在生物燃料、电动车、氢能等业务上 [88][89][90] - 公司将采取更加谨慎的投资策略,专注于收益和现金流,而不是单纯追求产量增长 [91][92][93] 管理层对经营环境和未来前景的评论 - 公司对2025年EBITDA目标3-4亿美元保持信心,来源于TA业务全年贡献、Archaea持续增长、电动车业务实现盈亏平衡等 [14][15][16] - 公司将继续推进成本节约计划,预计到2026年底实现至少20亿美元现金成本节省 [63][64][65] 问答环节重要的提问和回答 问题1 **Josh Stone 提问** 询问2025年EBITDA目标是否存在风险,以及Whiting炼厂停产的经验教训 [10][11][12] **Murray Auchincloss 回答** 解释2025年EBITDA目标的来源和信心,并表示Whiting炼厂停产的经验教训仍在总结中 [13][14][15][16][17][18] 问题2 **Biraj Borkhataria 提问** 询问成本管控情况以及是否考虑公司重新上市 [19][20] **Craig Marshall 和 Kate Thomson 回答** 表示成本管控将以现金成本为重点,重新上市不在公司议程之内 [21][22][23][24][25][26] 问题3 **Paul Cheng 提问** 询问埃及业务外汇影响和低碳业务表现 [30][31] **Kate Thomson 回答** 解释了埃及业务外汇影响和低碳业务表现 [32][33]

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K Report of Foreign Issuer Pursuant to Rule 13a-16 or 15d-16 of the Securities Exchange Act of 1934 for the period ended 07 May, 2024 BP p.l.c. (Translation of registrant's name into English) 1 ST JAMES'S SQUARE, LONDON, SW1Y 4PD, ENGLAND (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F. Form 20-F |X| Form 40-F --------------- ----------- ...

股价表现 - BP公司自2024年初以来股价表现良好，截至目前涨幅为9.3%，超过了更广泛的Zacks Oil - Energy行业的8.7%涨幅[2] 盈利预期 - BP公司预计第一季度每股收益为1.03美元，营收预计为618亿美元。然而，根据Zacks的模型，本次BP不太可能实现盈利超预期，因为其盈利预期与Zacks Rank 1（强烈买入）、2（买入）或3（持有）的组合并不匹配[4] 股票回购计划 - BP公司拥有强大的股票回购计划，计划在今年上半年回购35亿美元的股票，并在2025年前回购至少140亿美元。此外，公司一直以比行业更高的股息率回报投资者，进一步表明公司致力于回报股东[9]

石油和天然气行业 - 石油和天然气行业自2019年末受到疫情影响以来一直为投资者提供强劲回报和稳定收入[2] - BP自2021年初以来为投资者提供了76.7%的总回报，远高于同期标普500指数的25.47%[3] - BP的管理团队专注于核心石油和天然气业务，公司运营更加高效，未来几年油价预计将保持高位，炼油利润也将继续强劲[4]

BP (BP) closed at $38.22 in the latest trading session, marking a -1.42% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.34%. At the same time, the Dow added 0.23%, and the tech-heavy Nasdaq lost 0.33%.Shares of the oil and gas company witnessed a gain of 0.31% over the previous month, beating the performance of the Oils-Energy sector with its gain of 0.17% and the S&P 500's loss of 4.05%.The investment community will be paying close attention to the earnings performa ...

Archaea Energy - Archaea Energy在堪萨斯州启动了最大的AMD可再生天然气工厂，能够将垃圾填埋气体转化为可再生天然气[3] - Shawnee工厂使用AMD技术捕获填埋气体并转化为可再生天然气，足以供暖约38,000户家庭[4] - bp通过收购Archaea Energy成为美国最大的可再生天然气生产商，全球生物天然气供应量较去年增长80%[6]

For those looking to find strong Oils-Energy stocks, it is prudent to search for companies in the group that are outperforming their peers. Is BP (BP) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Oils-Energy peers, we might be able to answer that question.BP is one of 251 companies in the Oils-Energy group. The Oils-Energy group currently sits at #7 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sec ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find compa ...