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奥托立夫第一季度业绩超预期，并重申全年展望

-- 瑞典汽车安全设备供应商奥托立夫（Autoliv，股票代码：ALV）周五公布的第一季度业绩超出华尔街预期，同时重申了其全年业绩展望，尽管当前商业环境充满不确定性。 经调整后，截至3月份的第一季度每股收益从去年同期的2.15美元降至2.05美元，但仍高于FactSet调查的1.83美元的预期。销售额增长6.8%至27.5亿美元，高于分析师预期的26.2亿美元。 奥托立夫在纽约证券交易所上市的股票盘中一度上涨9%，年初至今累计上涨2.4%。 根据FactSet提供的电话会议记录，首席执行官米凯尔·布拉特在财报电话会议上表示：“第一季度业绩超出预期，主要得益于3月份强劲的销售增长。” 中国市场的销售额增长10%至4.92亿美元。欧洲、中东和非洲地区的营收增长9.3%，达到8.35亿美元，而美洲地区的营收增长1.3%。 奥托立夫(Autoliv)继续预计2026年有机销售额将与上年持平，调整后的营业利润率约为10.5%至11%。FactSet的一项调查显示，分析师预计全年报告销售额将达到109.3亿美元，高于去年的108.2亿美元。 该公司在一份声明中表示：“鉴于地缘政治环境持续存在不确定性，关税和贸易限制的影响可能会导致更不利的通胀环境。我们将继续执行提高生产力和降低成本的举措，以抵消这些成本压力。” 布拉特(Bratt)告诉分析师，波斯湾的敌对行动在本季度影响有限。 伊朗外交部长赛义德·阿巴斯·阿拉格奇(Seyed Abbas Araghchi)周五表示，在以色列和黎巴嫩停火后，至关重要的霍尔木兹海峡“完全开放”。 受美以伊战争的影响，能源价格飙升，这场战争已蔓延至整个中东地区。目前，华盛顿和德黑兰之间维持了两周的停火协议，白宫对与伊朗达成协议持乐观态度。 奥托立夫公司表示，关税对第一季度盈利能力产生了负面影响。 该公司表示：“尽管我们获得了超过70%关税成本的客户补偿，但包括稀释效应在内，对营业利润率的净影响约为40个基点。” “虽然我们仍希望并期望继续将关税成本转嫁给客户，但由于未来的补偿水平可能有所不同，因此存在很大的不确定性。”

Price: $121.06, Change: $+9.73, Percent Change: +8.74%

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