艺康集团（ECL）今日盘中大跌5.10%，引发市场关注。这一跌幅主要源于公司最新公布的季度业绩未能达到市场预期。
根据最新财报，艺康集团第三季度净利润同比下降约20.5%，降至5.35亿美元。公司最大的业务部门——全球水务部门销售额增长2.9%，达到19.5亿美元；全球机构和专业部门销售额增长1.2%，达到15.5亿美元。然而，基础工业和造纸等行业的需求持续疲软，影响了公司整体业绩。艺康集团预计第四季度调整后每股盈利将在2.02美元至2.12美元之间，低于分析师预期的2.08美元。
面对当前挑战，艺康集团正在积极调整战略。公司已将2025年全年调整后利润预期收窄至每股7.48美元至7.58美元。同时，为了应对半导体行业的增长需求，艺康集团计划以约18亿美元现金收购Ovivo的电子部门，以扩大其用于半导体制造的超纯水技术。这一举措有望帮助公司在人工智能和高性能计算GPU带来的数据中心用水量增长中获益。
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