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卡特彼勒上调2026年销售增长预期，第一季度业绩超出预期

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-- 卡特彼勒（CAT）周四上调了全年销售增长预期，此前这家重型设备制造商公布的第一季度业绩超出市场预期。 该公司在财报发布会上表示，预计2026年销售额和收入将实现两位数低段增长。此前，该公司预计销售额将达到其5%至7%复合年增长率目标的上限附近。FactSet目前的市场共识是，卡特彼勒的销售额将达到741亿美元。 根据FactSet的财报电话会议记录，即将上任的首席财务官凯尔·埃普利在财报电话会议上表示：“我们上调全年销售额和收入预期主要得益于用户销售的强劲增长。我们预计所有主要业务部门的销售额都将实现强劲增长，这主要得益于销量和价格的上涨。” 卡特彼勒股价周四上涨8.4%。今年以来，该股已累计上涨53%。 预计2026年新增关税成本将为22亿至24亿美元，低于此前约26亿美元的预期。 “自1月份以来，基于美国最高法院近期对关税的裁决，我们对第二至第四季度关税成本的预期没有显著变化，”埃普利在电话会议上表示。“我们预计将在今年下半年加大力度，以降低关税成本。” 今年2月，最高法院裁定唐纳德·特朗普总统根据《国际紧急经济权力法》实施的对等关税无效。 卡特彼勒公司公布的第一季度调整后每股收益为5.54美元，高于去年同期的4.25美元，也高于华尔街此前预期的4.65美元。销售额和收入增长22%至174.2亿美元，超过分析师平均预期的165.3亿美元。 该公司将营收增长主要归功于23亿美元的销售额增长，这主要得益于经销商库存的变化、终端用户设备销售的强劲增长以及4.26亿美元的有利价格实现。 电力和能源业务的销售额增长22%至70.3亿美元，建筑行业业务增长38%至71.6亿美元。资源行业销售额为38亿美元，高于去年同期的36.6亿美元。 卡特彼勒预计第二季度销售额将同比增长。华尔街预期为183.3亿美元。该公司还预测关税成本约为7亿美元。

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