异动解读 | 美国固安捷(GWW)盘前大涨9.07%,因服务需求强劲而上调年度利润预期

异动解读
May 07

美国固安捷(GWW)今日盘前股价大幅上涨9.07%,引起了市场的广泛关注。

消息面上,该公司上调了2026年的盈利预期,此前公布的第一季度利润实现增长,这主要得益于强劲的维护和维修服务需求。在地缘政治不确定性和关税困扰的背景下,企业倾向于推迟资本投资,转而通过维护和修理现有设备来延长使用寿命,从而推动了美国固安捷等公司的需求。

具体来看,这家工具制造商预计2026年经调整后每股收益将在44.25美元至46.25美元之间,高于此前42.25美元至44.75美元的预测区间。其第一季度每股收益从一年前的9.86美元升至11.65美元,营收同比增长10.1%,达到47.4亿美元。作为公司旗下最大的业务部门,高接触解决方案部门为大中型企业提供维护、维修和运营服务,其第一季度销售额较去年同期增长了10.5%。

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