-- 通用汽車（GM）週二上調了全年獲利預期，並下調了關稅影響預測。此前，這家汽車製造商公佈了第一季淨利潤同比增長，超出預期。 該公司目前預計2026年調整後每股盈餘將在11.50美元至13.50美元之間，高於先前11美元至13美元的預期。 FactSet目前的共識預期為非GAAP每股收益12.20美元。 通用汽車目前預計本年度的關稅總成本在25億美元至35億美元之間，低於先前30億美元至40億美元的預期。通用汽車做出這項調整的原因是，美國最高法院在2月裁定川普總統根據《國際緊急經濟權力法》實施的對等關稅無效，因此獲得了5億美元的有利調整。 該公司在財報發布會上表示，由於《國際緊急經濟權力法案》（IEEPA）調整的現金退款時間尚不確定，因此決定維持全年調整後汽車業務自由現金流預測區間為90億至110億美元。 韋德布希證券在客戶報告中指出，執行長瑪麗·博拉及其團隊「在應對當前極其艱難的關稅和（電動車）環境的同時，正積極開拓高利潤率的替代收入來源，以穩定利潤率」。該券商維持了對這家汽車製造商股票的「跑贏大盤」評級。 通用汽車公佈的3月季度調整後每股收益為3.70美元，高於去年同期的2.78美元，與華爾街先前預期的2.60美元下滑相悖。營收下滑0.9%至436.2億美元，但高於分析師平均預期的435.1億美元。 博拉在致股東的信中表示：“2026年第一季度，通用汽車再次取得了強勁的財務業績。” “我們的核心業務發展勢頭強勁。” 北美地區營收從2025年第一季的373.9億美元降至364億美元，而國際銷售額則從24.3億美元增至28.6億美元。綜合汽車銷量從去年的145萬輛降至129萬輛，其中美國市場銷量從69.3萬輛降至62.6萬輛。 巴拉表示：“我們顯然身處一個瞬息萬變的環境中，這在汽車行業並不罕見。因此，我們多年來一直致力於確保擁有合適的產品、合適的團隊以及穩健的資產負債表和健康的現金流，以實現我們的長期目標。”
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Kimberly-Clark First-Quarter Results Top Views; Full-Year Outlook Affirmed
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