异动解读 | 慧与科技发布强劲财报,盘前大涨5.17%

异动解读
Sep 04, 2025

慧与科技(HPE)今日盘前大涨5.17%,股价表现强劲。这一涨幅主要受到公司发布的第三财季业绩报告超出市场预期的推动。

根据财报显示,慧与科技第三财季营收达到创纪录的91.4亿美元,同比增长19%,远超分析师预期的88.4亿美元。调整后每股收益为44美分,同样高于分析师预期的42美分。此外,公司调整后毛利率为29.9%,较上一季度增加了50个基点。值得注意的是,慧与科技的服务器业务表现尤为出色,收入达到49.4亿美元,超过了市场预期的47.2亿美元。

展望未来,慧与科技对第四财季和全年业绩持乐观态度。公司预计第四财季营收将在97亿至101亿美元之间,调整后每股收益预计在56至60美分之间。对于全年业绩,慧与科技上调了预期,预计营收将增长14%至16%,较此前7%至9%的预期有显著提升。这些积极的财务数据和乐观的未来展望无疑增强了投资者的信心,推动了公司股价的大幅上涨。

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