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研究快讯:Gntx 2026年第一季度业绩超预期,上调营收预期

-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下: Gentex公司(GNTX)公布第一季度调整后每股收益为0.48美元,高于此前预期的0.43美元(增长12%),比市场预期高出0.3美元。净销售额增长17%至6.75亿美元(比市场预期高出2600万美元),毛利率提升60个基点至33.8%(比市场预期高出10个基点)。净销售额受到镜子出货量下降6%的负面影响,但被收购的VOXX资产完全抵消,该资产在本季度贡献了8900万美元的总收入。毛利率的提升主要得益于有利的产品组合、运营效率的提高以及采购成本的降低。GNTX将2026年营收预期从之前的26亿至27亿美元上调至26.5亿至27.5亿美元。其他所有预期均保持不变。第一季度,GNTX以平均每股22.01美元的价格回购了330万股股票。这份财报整体表现稳健,销售额和利润率均超出预期,并上调了全年业绩指引。考虑到基本面面临的不利因素,我们认为很少有投资者在本财报季会预期汽车供应商取得这样的业绩。我们认为,这份财报表明GNTX的扭亏为盈计划正在按部就班地进行。

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