异动解读 | 博格华纳盘中大涨5.02%,业绩超预期并上调全年销售预期

异动解读
May 07

汽车零部件供应商博格华纳(BWA)今日盘中大涨5.02%,引发市场广泛关注。该公司股价走强主要受益于第一季度业绩超出市场预期,以及管理层上调了2025年全年销售额展望。

根据公司发布的财报,博格华纳第一季度调整后每股收益达1.11美元,显著高于分析师平均预期的0.98美元。季度销售额为35亿美元,同样超过了市场预期的34亿美元。强劲的业绩表现展现了公司在当前市场环境下的韧性和竞争力。

更值得注意的是,博格华纳上调了2025年全年销售额预期。公司现预计2025年净销售额将介于136亿美元至142亿美元之间,高于此前134亿美元至140亿美元的预期范围。管理层表示,预期外汇市场走强和关税推动客户需求复苏是上调销售预期的主要原因。这一积极展望进一步提振了投资者对公司未来增长前景的信心,推动股价大幅上涨。

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