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FINWIRES

奧托立夫第一季業績超預期，並重申全年展望

-- 瑞典汽車安全設備供應商奧托立夫（Autoliv，股票代碼：ALV）週五公佈的第一季度業績超出華爾街預期，同時重申了其全年業績展望，儘管當前商業環境充滿不確定性。 經過調整後，截至3月的第一季每股收益從去年同期的2.15美元降至2.05美元，但仍高於FactSet調查的1.83美元的預期。銷售額成長6.8%至27.5億美元，高於分析師預期的26.2億美元。 奧托立夫一度在紐約證券交易所上市的股票盤中上漲9%，年初至今累計上漲2.4%。 根據FactSet提供的電話會議記錄，首席執行官米凱爾·布拉特在財報電話會議上表示：“第一季業績超出預期，主要得益於3月份強勁的銷售增長。” 中國市場的銷售額成長10%至4.92億美元。歐洲、中東和非洲地區的營收成長9.3%，達到8.35億美元，而美洲地區的營收成長1.3%。 奧托立夫(Autoliv)繼續預計2026年有機銷售額將與上年持平，調整後的營業利潤率約為10.5%至11%。 FactSet的一項調查顯示，分析師預計全年報告銷售額將達到109.3億美元，高於去年的108.2億美元。 該公司在一份聲明中表示：“鑑於地緣政治環境持續存在不確定性，關稅和貿易限制的影響可能會導致更不利的通膨環境。我們將繼續執行提高生產力和降低成本的舉措，以抵消這些成本壓力。” 布拉特(Bratt)告訴分析師，波斯灣的敵對行動在本季影響有限。 伊朗外交部長賽義德·阿巴斯·阿拉格奇(Seyed Abbas Araghchi)週五表示，在以色列和黎巴嫩停火後，至關重要的霍爾木茲海峽「完全開放」。 受美以伊戰爭的影響，能源價格飆升，這場戰爭已蔓延至整個中東地區。目前，華盛頓和德黑蘭之間維持了兩週的停火協議，白宮對與伊朗達成協議持樂觀態度。 奧托立夫公司表示，關稅對第一季獲利能力產生了負面影響。 該公司表示：“儘管我們獲得了超過70%關稅成本的客戶補償，但包括稀釋效應在內，對營業利潤率的淨影響約為40個基點。” “雖然我們仍希望並期望繼續將關稅成本轉嫁給客戶，但由於未來的補償水平可能有所不同，因此存在很大的不確定性。”

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

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