消息面上,公司发布第二季度财报后大幅下调全年业绩指引,成为本轮抛售的核心催化剂。公司将有机销售额增长预期从此前的7%至9%下修至4%至5%,经调整每股收益指引为7.60美元至7.90美元,远低于分析师平均预期的8.86美元。管理层指出,业绩预警主要源于持续存在的供应链障碍,限制了公司满足激增的售后市场需求的能力。首席执行官承认此前低估了纠正措施实施与见效所需时间,首席财务官则表示供应链瓶颈横跨所有业务板块,正持续阻碍将终端市场旺盛需求转化为实际销售。值得注意的是,此前RBC Capital Markets曾将目标价上调至298美元并维持看多评级,当前股价已大幅偏离该目标位。
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