异动解读 | 简伯特盘中大涨17.56%,第三季度业绩超预期且上调全年指引

异动解读
Nov 07

周五盘中,简伯特(G)股价大涨17.56%,引起市场广泛关注。此轮涨势主要受该公司发布的2025年第三季度财报超预期以及上调全年业绩指引的利好消息推动。

根据简伯特发布的财报显示,公司第三季度非GAAP每股收益为0.97美元,超出市场预期0.07美元;营收达12.91亿美元,同样超出预期2500万美元。值得注意的是,公司高级技术解决方案收入同比增长20%至3.11亿美元,数据技术AI收入增长9.3%,显示出AI相关业务的强劲增长势头。

除了亮眼的季度业绩外,简伯特还上调了2025财年的业绩指引。公司将全年销售额指引从此前的49.58亿-50.53亿美元上调至50.59亿-50.71亿美元,高于分析师平均预期的50.24亿美元。同时,2025财年GAAP每股收益指引也从2.98-3.05美元上调至3.09-3.10美元,同样超出分析师3.04美元的平均预期。这一系列积极信号进一步增强了投资者对公司未来发展的信心,推动股价大幅上涨。

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