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_老虎社区_美港股上老虎

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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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 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1438203.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":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1438203.html","article_id":"2633917747","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633917747","pubTimestamp":1777981244,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，伊顿公司周二公布第一季度净利润为8.66亿美元，合每股2.22美元。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。财报发布后，截至发稿，伊顿股价在盘前交易中下跌约3.3%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z8W00.USD":"FTGF 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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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}