异动解读 | 业绩超预期+上调全年指引,CECO环保盘中大涨15.90%

异动解读
Jul 29

CECO环保(CECO)今日盘中大涨15.90%,引起市场广泛关注。这一显著涨幅主要源于公司发布的第二季度财报远超分析师预期,以及上调全年营收指引。

根据财报显示,CECO环保第二季度调整后每股收益达到0.24美元,比分析师预估的0.18美元高出33%。公司营收同比增长35%,达到1.854亿美元,超过市场预期的1.7866亿美元。值得注意的是,公司订单量创下2.741亿美元的新纪录,较去年同期大幅增长95%,推动订单积压达到创纪录的6.881亿美元,同比增长76%。此外,公司毛利率上升至36.2%,毛利润增长37%至6710万美元。

基于强劲的业绩表现,CECO环保上调了2025财年全年营收指引。公司将全年营收预期从此前的7亿-7.5亿美元上调至7.25亿-7.75亿美元,远高于分析师共识的7.27亿美元。这一积极的业绩展望进一步提振了投资者信心,推动股价大幅上涨。公司首席执行官Todd Gleason表示,多元化且定位良好的领先环保解决方案组合,在工业空气、工业水处理和能源转型市场继续获得发展动力,这为公司未来增长奠定了坚实基础。

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