7月31日(周四),法拉利跌超2%,二季度交付量、营收低于市场预期。
消息方面:法拉利(Ferrari)第二季度交付量3494辆,略低于市场预期的3515辆;营收达17.87亿欧元,略低于市场预期的18.2亿欧元。
核心财务与业务表现如下:
财务指标:季度营收达17.87亿欧元(同比+4.4%),EBITDA为7.09亿欧元(同比+5.9%,利润率39.7%),净利润4.25亿欧元(同比+3.0%),工业自由现金流2.32亿欧元(同比+90.7%)。每股收益2.38欧元(同比+3.9%)。
业务动态:
出货量:全球交付3,494台(同比微增0.3%),地域分布均衡(EMEA 47%、美洲28%、亚太25%)。
产品结构:混动车型占比提升至48%,限量版(ICONA/特别系列)占10%;主力车型296 GTS、Purosangue及12Cilindri家族驱动增长,而296 GTB/SF90 Spider因生命周期尾声交付放缓。
订单储备:296 Speciale系列需求强劲,新车型Amalfi订单启动,多数常规车型售罄。
战略进展:E-building工厂与涂装车间建设加速;赛车业务蝉联勒芒24小时冠军,F1表现提升,并公布Hypersail新赛事项目。
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