伊顿(ETN.US)Q1业绩亮眼却盘前下挫：年度盈利指引略逊预期，40倍市盈率承压

智通财经05-05

智通财经APP获悉，伊顿公司(ETN.US)周二公布第一季度净利润为8.66亿美元，合每股2.22美元。经摊销成本和并购相关成本调整后，每股收益为2.81美元，超出华尔街预期2.74美元。营收为74.5亿美元，同比增长 17%，同样超出华尔街预期70.9亿美元。有机销售额增长10%，高于公司此前5%-7%的预期范围。一季度，该公司完成了价值 110 亿美元的战略收购，其中包括 Boyd ...

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Pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ETN":1.5},"content_text":"智通财经APP获悉，伊顿公司(ETN.US)周二公布第一季度净利润为8.66亿美元，合每股2.22美元。经摊销成本和并购相关成本调整后，每股收益为2.81美元，超出华尔街预期2.74美元。营收为74.5亿美元，同比增长 17%，同样超出华尔街预期70.9亿美元。有机销售额增长10%，高于公司此前5%-7%的预期范围。一季度，该公司完成了价值 110 亿美元的战略收购，其中包括 Boyd Thermal 和 Ultra PCS Limited。对Boyd Thermal价值95亿美元的收购体现了管理层对人工智能领域电力需求激增将推动公司持续增长的信心。此次收购巩固了伊顿作为快速增长的人工智能数据中心市场集成电源和冷却系统关键供应商的地位。今年4月，伊顿推出了专为人工智能工厂设计的Beam Rubin DSX平台，该平台采用与英伟达(NVDA.US)集成的网格到芯片架构，进一步凸显了伊顿进军该领域的决心。美洲电气业务板块销售额创历史新高，达36亿美元，同比增长20%;受数据中心业务增长的推动，过去12个月的滚动平均订单量同比增长42%。电气业务板块的总积压订单同比增长48%。航空航天业务部门销售额达到创纪录的11亿美元，同比增长16%，营业利润率为26.7%，增长360个基点。伊顿计划在2027年第一季度前分拆的移动出行业务部门销售额为7.66亿美元，同比下降2%。展望未来，虽然伊顿将全年有机增长预期从之前的8-10%上调至9-11%，反映出其各市场需求强劲。但伊顿预计，截至6月底的二季度每股收益将在3美元至3.10美元之间，其中3.05美元的中值略低于市场普遍预期。该公司还预计全年每股收益将在13.05美元至13.50美元之间，低于预期，其中13.28美元的中值低于分析师普遍预期的13.30美元。财报发布后，截至发稿，伊顿股价在盘前交易中下跌约3.3%。对于一只52周累计涨幅达48.9%(远超同期标普500约29.4%的涨幅)、市盈率高达约40倍的股票来说，这一跌幅并不令人意外——过高的估值已将几乎所有利好消息提前计入股价。事实上，在财报发布前的30天内，分析师已悄然将Q1每股收益预期小幅下调0.1%——所谓的\"耳语数字\"正在走低，而股价却同步创出52周新高419.47美元。这种\"价格跑在基本面之前\"的背离，意味着公司的盈利容错空间几乎为零。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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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