异动解读 | 爱立信第三季度业绩超预期 获北美5G需求推动股价大涨

异动解读
Oct 15, 2024

瑞典电信设备制造商爱立信公布的2024年第三季度财报数据喜人,推动当天盘中股价大涨近11%。财报显示,爱立信这一季销售净额同比下降4%至618亿瑞典克朗(约合59.2亿美元),但超出了市场预期的614.5亿瑞典克朗。

业绩利好的主要推手是北美地区。爱立信表示,作为5G网络建设的早期采用市场,北美地区销售额同比大增超过50%至204亿瑞典克朗。这得益于该公司去年与运营商AT&T签订的价值140亿美元五年期合同,以及整体北美市场5G基础建设步伐的加快。

收入的增加带动爱立信这一季调整后息税前利润大幅上涨88%至73亿瑞典克朗(合6.99亿美元),远高于分析师预期的56亿克朗。公司调整后毛利率也从去年同期的39.2%上升至46.3%。

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