异动解读 | 天弘科技发布超预期财报,股价盘中大涨14.51%

异动解读
29 Jul

周二盘中,天弘科技(CLS)股价大涨14.51%,延续了盘前的强劲涨势。这波涨势主要受到公司发布的2025年第二季度财报超出市场预期的推动。

根据财报显示,天弘科技第二季度业绩表现亮眼。公司营收达28.93亿美元,同比增长21%,大幅超过此前25.75亿至27.25亿美元的指引范围。调整后每股收益为1.39美元,同比增长54%,远超1.17至1.27美元的指引区间。值得注意的是,公司的连接与云解决方案(CCS)板块表现尤为突出,营收同比增长28%至20.74亿美元,其中通信子板块更是激增75%至16.41亿美元。

基于强劲的业绩表现,天弘科技上调了2025年全年展望。公司预计全年营收将达到115.5亿美元,调整后每股收益提高至5.50美元,自由现金流增至4亿美元。此外,公司还透露了一个与大型超大规模客户合作的下一代AI/ML计算项目,该项目将于2025年第三季度开始批量生产,为公司未来增长注入新动力。这些积极因素综合作用,极大地提振了投资者信心,推动天弘科技股价在盘中继续走高。

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