-- （新增加拿大皇家银行资本市场评论，详见第5至7段，并更新标题中的股价） 全球汽车零部件供应商麦格纳国际（Magna International，股票代码：MGA）周五公布了第一季度调整后每股收益为1.38美元，高于去年同期的0.78美元。FactSet调查的分析师此前预期为1.02美元。 截至3月31日的第一季度，公司销售额为103.8亿美元，高于去年同期的100.7亿美元。 FactSet调查的分析师此前预期为103.6亿美元。 公司维持对2026年调整后每股收益6.25美元至7.25美元的预期。分析师此前预期为6.76美元。 麦格纳表示，目前预计全年销售额在415亿美元至431亿美元之间，高于此前预期的419亿美元至435亿美元。分析师此前预期为426.5亿美元。 加拿大皇家银行资本市场（RBC Capital Markets）指出，麦格纳（Magna）第一季度调整后息税前利润（EBIT）为5.58亿美元，远高于市场普遍预期的4.22亿美元。RBC表示，业绩超预期主要得益于电力和车辆（P&V）业务的强劲表现，尽管所有业务板块的息税前利润均高于市场预期。 RBC还指出，管理层将2026年电力和车辆业务的收入预期中值下调了3亿美元（息税前利润率不变），这可能是由于标普全球（S&P Global）近期下调了产量预测。该行表示，这将使2026年隐含息税前利润预期中值下调2500万美元至26.65亿美元。但RBC补充道，尽管预期下调幅度不大，但根据其计算，2026年剩余时间的息税前利润预期仍有可能上调。“因此，鉴于该公司并未上调业绩预期，我们预计股价将出现积极但较为温和的反应。” 据 RBC 称，财报电话会议上可能会提出的问题包括：降低 P&V 业务但不降低其他业务的原因；推动第一季度利润率表现的因素；2026 年下半年大宗商品通胀（例如 DRAM）或运费成本的最新情况；以及与中国 OEM 的任何进一步更新或业务拓展。
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