赛莱默(XYL)今日盘中大涨5%，引发市场广泛关注。
消息面上，赛莱默在盘前公布了第二季度业绩，并上调了2026年全年盈利预期。公司目前预计2026年经调整后每股收益为5.55至5.70美元，高于此前预期的5.35至5.60美元。第二季度经调整后每股收益为1.46美元，超出分析师预期的1.34美元，营收增长2%至23.4亿美元，符合预期。
公司首席执行官派恩表示，人工智能基础设施的扩张推动了半导体制造、发电、采矿等行业对水处理解决方案的需求，公用事业公司和工业客户的投资持续增长，带动了公司业绩提升。其中，水务基础设施业务营收增长5%，水务解决方案与服务部门营收增长3%。
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