艺康集团(ECL)今日盘中股价大幅走强，涨幅一度达到5.02%，引发市场广泛关注。
消息面上，公司发布的第二季度财报表现亮眼，调整后每股收益达到2.09美元，超出市场预期的2.08美元，同比增长11%。同时，公司正式上调了2026年全年调整后每股收益预期，从此前的8.03至8.23美元区间上调至8.05至8.25美元，意味着较当前水平有望实现7%至10%的增长。这一乐观指引为市场注入了强劲信心。
此外，公司上调盈利预期的背后有多重积极因素支撑。在定价方面，得益于能源附加费的提前实施，公司第二季度定价上涨4%，并预计2026年下半年总定价涨幅将达到5%至6%。在高科技业务领域，受微电子和数据中心客户需求驱动，全球高科技业务本季度有机销售额实现了29%的强劲增长。公司近期还完成了对液冷供应商CoolIT Systems的收购，进一步拓展了在人工智能基础设施领域的布局，该收购前CoolIT上半年销售额已增长超过100%。
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