异动解读 | 福特汽车盘后大涨6.78%,二季度每股收益超预期并上调全年业绩指引

异动解读
Jul 29

福特汽车(F)在盘后交易中股价大涨6.78%,引发市场广泛关注。

消息面上,公司盘后公布的二季度财报显示,调整后每股收益为0.42美元,显著高于分析师预期的0.36美元。同时,福特将2026年全年调整后息税前利润(EBIT)指引上调至100亿至110亿美元,此前预期为85亿至105亿美元。公司表示,强劲的定价表现以及富有韧性的消费者需求推动了核心业务的改善,从而促使业绩展望提升。

此外,福特还预计今年将从美国关税退税中获得5亿美元,进一步改善了自由现金流预期。尽管二季度净亏损中包含与SK On合资企业退出相关的一次性费用,但核心利润增长近20%,达到25亿美元,显示出主营业务稳健的增长动力。

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