Worley更重的下半年收益偏向促使Jefferies下调预测

投资观察
Nov 21, 2025

2226 GMT - Jefferies下调了Worley的收益预测和目标股价,原因是这家澳大利亚工程承包商表示其2026财年的收益偏向将比往年更为明显。Jefferies的新目标为15.50澳元/股,较之前下调4.2%。Worley在本周的年度会议上告知股东,2026财年的收益预计将适度增长。然而,由于Worley正在重新定位其在欧洲的业务,预计收益将在下半年比往年更为偏向,这与重组成本有关。分析师Ramoun Lazar表示:“我们假设下半年的收益偏向为60%,而历史数据为55%,并已根据持续的宏观相关疲软下调预期。”尽管如此,Jefferies依然维持对Worley的买入评级,该公司周四收于13.22澳元。(david.winning@wsj.com; @dwinningWSJ)

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