-- （新增加拿大皇家銀行資本市場評論，詳見第5至7段，並更新標題中的股價） 全球汽車零件供應商麥格納國際（Magna International，股票代碼：MGA）週五公佈了第一季調整後每股收益為1.38美元，高於去年同期的0.78美元。 FactSet調查的分析師先前預期為1.02美元。 截至3月31日的第一季，公司銷售額為103.8億美元，高於去年同期的100.7億美元。 FactSet調查的分析師先前預期為103.6億美元。 公司維持2026年調整後每股收益6.25美元至7.25美元的預期。分析師此前預期為6.76美元。 麥格納表示，目前預計全年銷售額在415億美元至431億美元之間，高於先前預期的419億美元至435億美元。分析師此前預期為426.5億美元。 加拿大皇家銀行資本市場（RBC Capital Markets）指出，麥格納（Magna）第一季調整後息稅前利潤（EBIT）為5.58億美元，遠高於市場普遍預期的4.22億美元。 RBC表示，業績超預期主要得益於電力和車輛（P&V）業務的強勁表現，儘管所有業務板塊的息稅前利潤均高於市場預期。 RBC也指出，管理層將2026年電力和車輛業務的收入預期中位數下調了3億美元（息稅前利潤率不變），這可能是由於標普全球（S&P Global）近期下調了產量預測。該行表示，這將使2026年隱含息稅前利潤預期中位數下調2,500萬美元至26.65億美元。但RBC補充道，儘管預期下調幅度不大，但根據其計算，2026年剩餘時間的息稅前利潤預期仍有可能上調。 “因此，鑑於該公司並未上調業績預期，我們預計股價將出現積極但較為溫和的反應。” 據 RBC 稱，財報電話會議上可能會提出的問題包括：降低 P&V 業務但不降低其他業務的原因；推動第一季度利潤率表現的因素；2026 年下半年大宗商品通膨（例如 DRAM）或運費成本的最新情況；以及與中國 OEM 的任何進一步更新或業務拓展。
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