异动解读 | 飞利浦Q4业绩超预期,夜盘大涨9.08%

异动解读
Feb 10

飞利浦(PHG)今日夜盘股价大涨9.08%,引起了市场的广泛关注。

消息面上,公司公布了2025年第四季度财务业绩,表现亮眼。财报显示,Q4销售额同比增长1%至51亿欧元,好于市场预期;可比销售额增长7%,大幅超出分析师共识预期的4.9%。盈利方面,调整后的息税摊销前利润(EBITA)为7.70亿欧元,同样高于预期;净利润为3.97亿欧元,相比上年同期的净亏损实现大幅扭亏为盈。公司通过成本削减措施节省了8亿欧元,有效抵消了关税成本上升的影响,强劲的业绩表现是推动股价上涨的主要动力。

尽管公司对2026年的展望因关税压力等因素而趋于谨慎,但市场显然对本次超预期的季度业绩给予了积极的反馈。公司同时公布了2026-2028年的财务目标,包括中期实现中等个位数销售额增长以及提升利润率等计划,旨在推动可持续增长。

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