异动解读 | 业绩不及预期且下调全年指引,空气化工盘前大跌5.53%

异动解读
May 01, 2025

周四盘前,工业气体生产商空气化工(Air Products,股票代码:APD)股价大跌5.53%,主要原因是公司公布的季度业绩不及预期,并下调了全年利润预期。

根据公司最新公布的财报,空气化工第二季度调整后每股收益为2.69美元,低于分析师平均预期的2.83美元。公司表示,销量下降和成本上升是导致业绩低于预期的主要因素。此外,全球氦气需求疲软以及公司剥离液化天然气工艺技术和设备业务也对销量造成了压力。

更令投资者担忧的是,空气化工大幅下调了2025财年的利润指引。公司目前预计全年调整后每股收益在11.85美元至12.15美元之间,远低于此前预期的12.70美元至13.00美元。同时,公司预测第三季度调整后每股收益为2.90美元至3.00美元,也低于分析师平均预期的3.28美元。这一系列负面消息导致投资者信心受挫,推动股价大幅下跌。

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