异动解读 | 财报超预期并上调全年指引,空气产品公司盘中大涨5.23%

异动解读
Jul 30

空气产品公司(Air Products & Chemicals,APD)今日盘中股价大涨5.23%,引发市场广泛关注。

消息面上,公司于盘前公布了第三季度财报,调整后每股收益达到3.47美元,显著超出分析师预期的3.34美元。同时,公司还上调了2026财年全年经调整每股收益预期,从此前的13.00至13.25美元上调至13.39至13.49美元,分析师此前预期为13.17美元。

此外,公司首席执行官梅内泽斯表示,已制定明确计划,通过退出路易斯安那州清洁能源综合体、亚利桑那州绿色氢气生产设施等多个在建项目来削减资本支出,并聚焦高质量的传统工业气体项目以推动持续的盈利性增长。对于第四季度,公司预计经调整后每股收益为3.55至3.65美元,同样高于分析师平均预期的3.51美元。强劲的业绩表现和乐观的盈利指引共同提振了投资者信心,推动股价盘中大幅走高。

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