异动解读|联合租赁盘中上涨3.29%,Q2业绩超预期叠加多家机构上调目标价

行情直击
Aug 04

8月4日,联合租赁盘中上涨3.29%,报1115.29美元/股,成交额2.07亿美元。

消息面上,公司此前发布的第二季度财报大幅超出市场预期,调整后每股收益12.76美元,超预期10.67%;营收44.1亿美元,同比增长11.9%,高于市场预期的42.1亿美元。公司同步上调全年营收指引至175亿至178亿美元,高于分析师预期的172.7亿美元。

财报发布后,多家机构密集上调目标价:摩根士丹利将目标价上调至1335美元并指出公司具备信用评级升至投资级的潜力;UBS上调至1350美元维持买入;中金公司上调至1187美元维持跑赢大盘。摩根士丹利认为,公司在成本管控、大型项目敞口、专业租赁增长及市场份额提升方面持续领先,估值仍有重估空间。

联合租赁为全球领先的设备租赁供应商,业务遍及美国、加拿大及欧洲、澳大利亚等地区,服务建筑、工业及商业客户。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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