Tiger Brokers

江森自控（JCI）二季度营收66.1亿美元 同比增长9.3%

金吾财讯
Jul 29

金吾财讯 | 江森自控（JCI）发布2026财年第二季度财报，营收与盈利指标全部超越市场预期，订单规模大幅增长，公司同步上调全年业绩目标，长期经营预期得到改善。财报数据显示，企业第二季度非美国通用会计准则（non-GAAP）每股收益1.42美元，高出市场预期0.12美元；实现营收66.1亿美元，同比增长9.3%，营收规模较市场预期高出1.50亿美元。订单端数据展现出强劲需求动能，公司第三季度订单同比有机增长27%，积压订单规模达到210亿美元，同比有机增幅32%，充足的在手订单为后续营收释放提供支撑。公司披露2026财年第四季度持续经营业务指引，预计有机销售增长区间9%至10%，经营杠杆率维持45%至50%，调整后每股收益约1.55美元，小幅高于市场1.52美元的一致预期。与此同时，江森自控上调2026财年全年持续经营业务预期。全年有机销售增长目标从此前6%提升至8%；经营杠杆率区间调整为45%至50%，此前目标约50%；全年调整后每股收益上调至5.05美元，旧指引为4.85美元；调整后自由现金流转换率维持100%不变。受业绩利好带动，公司股价盘前上涨1.2%。作为楼宇智能控制行业龙头，持续扩张的积压订单与上调的全年指引，反映下游市场需求持续回暖，市场将持续跟踪订单逐步转化为营收与利润的兑现节奏。

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