异动解读 | 艾伦建材盘前暴跌17.88%,ERP系统实施扰乱运营导致季度业绩大幅低于预期

异动解读
Aug 11

周一盘前,艾伦建材(AAON)股价暴跌17.88%,主要原因是公司公布的第二季度财报远低于市场预期。这家暖通空调解决方案提供商的业绩受到新企业资源规划(ERP)系统实施带来的严重运营中断影响。

财报显示,艾伦建材第二季度调整后每股收益为0.22美元,远低于分析师预期的0.34美元;营收为3.116亿美元,同比下降0.6%,未达到3.2615亿美元的一致预期。更令人担忧的是,公司毛利率从去年同期的36.1%大幅收缩至26.6%。公司首席执行官Matt Tobolski表示,业绩不佳主要是由于德克萨斯州朗维尤工厂实施新ERP系统导致的运营执行不力。

尽管面临运营挑战,艾伦建材仍报告了强劲的订单增长,总积压订单同比增长71.9%至11.2亿美元,显示公司市场份额持续增长,特别是在需求仍然强劲的数据中心市场。然而,管理层已下调2025年全年展望,预计销售增长降至低两位数,毛利率在28-29%之间。公司表示,随着生产问题逐步解决,预计下半年业绩将逐季改善。

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