异动解读 | 奥的斯盘中大跌12.58%,二季度销售逊预期且下调全年收入指引

异动解读
Jul 23

全球最大电梯供应商奥的斯(Otis)今日盘中大跌12.58%,股价表现不佳。这一跌幅主要源于公司发布的二季度财报及下调的全年收入预期。

根据奥的斯发布的财报,公司二季度净销售额为36亿美元,低于市场预期的37.1亿美元。尽管调整后每股收益1.05美元略高于市场预期的1.03美元,但收入的疲软表现仍然引发了投资者的担忧。值得注意的是,公司新设备部门的季度净销售额比去年同期下降了10%,降至12.8亿美元,这一下滑主要受到美洲、中国和亚太地区需求减弱的影响。

更令市场失望的是,奥的斯下调了全年收入预期。公司将年收入预期从此前的146-148亿美元下调至145-146亿美元,新预测的中间值低于分析师预期的147亿美元。奥的斯表示,在全球宏观经济不确定的情况下,预计新设备需求将持续疲软。这一下调反映了公司对未来业务增长的谨慎态度,尤其是在中国房地产市场复苏缓慢以及美国新征收的进口关税带来风险的背景下。

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