-- 尽管中东冲突可能造成影响，WD-40 (WDFC) 仍重申了其全年业绩展望。这家润滑油和清洁产品制造商公布的第二财季业绩同比增长。 该公司周四晚间表示，仍预计2026财年每股收益在5.75美元至6.15美元之间，而FactSet调查的三位分析师的预期为6.04美元。经汇率调整后，销售额预计仍为6.3亿美元至6.55亿美元，高于基于相同分析师预测的6.582亿美元。 首席财务官萨拉·海泽在财报电话会议上表示：“尽管中东地缘政治局势及其对全球经济的潜在影响需要谨慎对待，但我们对公司目前的业务增长势头感到鼓舞。”以上内容摘自FactSet发布的电话会议记录。 “我们在美国开展的推广活动进展顺利，并且在欧洲、印度、中东和非洲以及亚太地区的势头也日益增强。” 本周早些时候，美国和伊朗达成了为期两周的停火协议，但德黑兰随后指责华盛顿违反了停火协议的某些条款。这场战争始于2月底，由于至关重要的霍尔木兹海峡关闭，能源价格飙升。 海泽在电话会议上表示，冲突导致某些石油基特种化学品的成本上涨，预计这将增加公司产品的销售成本。海泽表示：“冲突的持续时间和其对我们原材料的影响将决定我们采取的缓解措施，我们目前正在评估这些措施。” 海泽表示，WD-40正在推进出售其美国家居护理和清洁品牌的进程。该公司已于2025财年第四季度完成了其在英国的家居护理和清洁业务组合的出售。 首席财务官补充道，如果公司无法剥离美洲地区的家居护理和清洁品牌，预计全年每股收益和销售额预期将分别上调0.20美元和约1250万美元。 截至2月28日的三个月期间，调整后每股收益增长14%至1.50美元。销售额同比增长11%至1.617亿美元。维护产品收入增长13%至1.568亿美元，而家居护理和清洁产品销售额下降29%至480万美元。 首席执行官史蒂夫·布拉斯在财报发布会上表示：“我们充分利用了第二季度的强劲增长势头。维护产品仍然是我们的核心战略重点，这些品牌的销售额在第二季度按固定汇率计算增长了6%，符合我们的长期增长预期。” WD-40表示，所有地区的销售额均有所增长，其中亚太地区的增幅最大，达到19%。
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