7月24日周四，安全产品制造商Allegion PLC（ALLE）股价盘中大涨5.07%，创下历史新高。这一强劲表现主要得益于公司发布的亮眼财报以及上调的全年业绩预期。
根据Allegion公布的2025年第二季度财报，公司首次实现单季度营收突破10亿美元大关，同比增长5.8%。调整后每股收益达2.04美元，同比增长4.1%。其中，美洲市场表现尤为亮眼，营收增长6.6%，主要受益于非住宅市场的强劲需求和电子产品的持续扩张。
更值得投资者关注的是，Allegion上调了2025年全年业绩预期。公司将调整后每股收益指引上调至8.00-8.15美元区间，反映出管理层对下半年业务前景的信心。这一乐观展望主要基于强劲的非住宅需求、关税附加费的实施以及硬件和SaaS领域的增值收购。分析师普遍认为，Allegion在供应链管理和运营效率方面可能优于其他小型竞争对手，这也为公司在当前市场环境中赢得了竞争优势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.