异动解读 | 第四季度盈利与营收双双超预期,博格华纳盘中大涨5.04%

异动解读
Feb 11

汽车零部件供应商博格华纳(BWA)今日盘中股价大幅上涨5.04%,市场表现强劲。

消息面上,公司最新公布的第四季度财务报告显示,其调整后利润和营收均超出市场预期。具体而言,第四季度调整后每股收益达到1.35美元,显著高于分析师普遍预期的1.19美元;同期营收为35.7亿美元,也超过了35.3亿美元的预期值。业绩的增长主要得益于电动化动力系统需求的持续以及公司有效的成本节约措施。

此外,博格华纳在业务拓展方面也传来积极信号,公司签署了面向人工智能数据中心等应用的涡轮发电系统供应协议,并计划于2027年投产,这为公司开辟了新的增长领域。同时,公司近期还获得了来自欧洲汽车制造商的重要订单,为其混合动力平台提供先进的驱动模块和涡轮增压器技术,进一步巩固了其在电动驱动领域的市场地位。

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