2Q25 业绩符合我们的预期开利全球公布2Q25 业绩:收入同比+3%至61.1 亿美元。有机收入同比+6%,但有机订单同比下滑高双位数。剔除高基数的北美家用暖通业务,有机订单增长中个位数。调整后归母净利润同比+18%至7.96 亿美元,利润率同比+1.7ppt 至13.0%。调整后EPS 同比+25%至0.92 美元。公司业绩符合我们的预期,北美商用业务强于预期,但家用暖通业务令人担忧。美洲气候...
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