开利全球(CARR)周四盘前股价大涨5.61%,投资者对公司最新财报表现积极反应。该公司公布的第一季度业绩超出市场预期,并上调了2025年全年业绩展望,显示出公司在暖通空调(HVAC)领域的强劲表现。
根据公司发布的财报,开利全球第一季度调整后每股收益达到65美分,相比去年同期的51美分有显著增长,同时超过分析师平均预期的58美分。受此鼓舞,公司上调了2025年全年调整后每股收益预期,从此前的2.95-3.05美元区间上调至3.00-3.10美元区间,高于分析师平均预期的2.98美元。
开利全球的强劲业绩得益于多个有利因素。全球气候变化和空气污染问题日益严重,推动了空调和空气净化器的需求增长。此外,随着建筑能源法规要求日趋严格,节能热泵的快速普及也为公司带来了可观收益。公司表示正在有效减轻现行关税的影响,进一步提升了其竞争力。值得注意的是,行业整体表现强劲,开利全球的竞争对手特灵科技本周早些时候也因空调需求旺盛而公布了超预期的季度业绩。
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