卡特彼勒(CAT.US)Q1业绩不及预期关税冲击或致年度销售额微降

智通财经2025-04-30

智通财经APP获悉，重型设备制造商卡特彼勒公司(CAT.US)在美东时间周三盘前发布第一季度财报，受建筑设备需求疲软影响，公司业绩低于分析师预期。卡特彼勒表示，若关税持续存在，且下半年经济陷入衰退，今年的销售额预计将略有下降，但总体仍与预期持平。财报数据显示，公司一季度销售额和营收约为142亿美元，同比下降约10%，低于LSEG编制分析师平均预期的146.6亿美元，调整后每股收益降至4.25美元，...

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href=http://www.zhitongcaijing.com/content/detail/1288586.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，重型设备制造商卡特彼勒公司(CAT.US)在美东时间周三盘前发布第一季度财报，受建筑设备需求疲软影响，公司业绩低于分析师预期。卡特彼勒表示，若关税持续存在，且下半年经济陷入衰退，今年的销售额预计将略有下降，但总体仍与预期持平。财报数据显示，公司一季度销售额和营收约为142亿美元，同比下降约10%，低于LSEG编制分析师平均预期的146.6亿美元，调整后每股收益降至4.25美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1288586.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1917777945.USD","symbol_name":"安联专题基金Cl AT 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slightly","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CAT":1},"content_text":"智通财经APP获悉，重型设备制造商卡特彼勒公司(CAT.US)在美东时间周三盘前发布第一季度财报，受建筑设备需求疲软影响，公司业绩低于分析师预期。卡特彼勒表示，若关税持续存在，且下半年经济陷入衰退，今年的销售额预计将略有下降，但总体仍与预期持平。财报数据显示，公司一季度销售额和营收约为142亿美元，同比下降约10%，低于LSEG编制分析师平均预期的146.6亿美元，调整后每股收益降至4.25美元，低于分析师平均预期的4.35美元。公司指出，销售额下降主要是受经销商库存变化的影响。与此同时，卡特彼勒给出了与此前预期相符的业绩展望。作为全球经济健康状况的风向标，卡特彼勒的设备广泛应用于全球各大洲的建筑、采矿、能源及交通运输领域。截至发稿，该股盘前上涨3.12%。关税冲击暗藏危机当前，受美国总统唐纳德·特朗普扬言实施大规模关税政策的冲击，全球市场和企业正经历自疫情以来最为动荡的时期之一。美国贸易限制带来的不确定性，使得众多企业高管难以预测今年剩余时间的市场需求走势。值得一提的是，这家工业巨头针对年度销售前景提出两种情景假设，其中一种考虑了大规模关税可能带来的冲击，凸显出在美国总统唐纳德·特朗普混乱的关税政策下，企业规划经营面临的巨大难度。在排除关税影响的情景假设下，卡特彼勒预计业绩将好于此前预期。若将关税因素纳入考量，卡特彼勒预计年度销售额将较2024年略有下滑，但仍与此前预期相符。该公司表示，预计第二季度将面临额外2.5亿至3.5亿美元的关税相关成本压力。此前，卡特彼勒曾受益于前总统拜登2021年推出的基础设施法案。这项规模达1万亿美元的支出计划曾大幅提振建筑设备需求。然而，随着项目启动放缓，加之高利率环境下私营部门投资趋于谨慎，这一增长势头已开始减弱。高企的借贷成本与持续的通货膨胀，迫使经销商调整库存水平以匹配市场需求。与此同时，全球部分地区房地产行业的疲软态势抑制了基础设施支出，进而影响了卡特彼勒销售业绩。该公司亚太地区季度营收下降12%，至24亿美元，但并未公布具体国家的营收数据。尽管各业务部门季度销售额同比均有所下滑，但服务石油、天然气及海运客户的部门，凭借涨价策略实现营收微增，成为公司最大的业务板块。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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卡特彼勒(CAT.US)Q1业绩不及预期 关税冲击或致年度销售额微降

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卡特彼勒(CAT.US)Q1业绩不及预期关税冲击或致年度销售额微降