异动解读 | 艾默生电气盘中大跌9.59%,销售额低于预期或为主因

异动解读
Aug 06

工程解决方案供应商艾默生电气(EMR)今日盘中大跌9.59%,引发市场广泛关注。尽管公司公布了积极的财报结果和上调了全年利润预期,但投资者似乎对此反应消极。

根据公司最新发布的第三财季业绩报告,艾默生电气销售额同比增长4%至45.5亿美元,略低于分析师预期的46亿美元。然而,公司净利润同比大增78%至5.86亿美元,调整后每股收益为1.52美元,略高于预期。展望未来,公司小幅上调了2025年全年利润预期,目前预计调整后每股利润为6美元,这得益于关税相关成本风险降低以及其智能设备部门需求增长。

尽管财报整体表现积极,但股价仍出现大幅下跌。分析人士认为,这可能是由于销售额略低于预期,以及市场对公司的期望可能过高所致。此外,一些投资者可能选择在财报公布后获利了结。值得注意的是,公司股价在盘前交易中已下跌超过7%,显示出投资者对该财报的初步反应并不乐观。后续市场走势仍需进一步观察。

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