-- 通用汽车（GM）周二上调了全年盈利预期，并下调了关税影响预测。此前，这家汽车制造商公布了第一季度净利润同比增长，超出预期。 该公司目前预计2026年调整后每股收益将在11.50美元至13.50美元之间，高于此前11美元至13美元的预期。FactSet目前的共识预期为非GAAP每股收益12.20美元。 通用汽车目前预计本年度的关税总成本在25亿美元至35亿美元之间，低于此前30亿美元至40亿美元的预期。通用汽车做出这一调整的原因是，美国最高法院2月份裁定特朗普总统根据《国际紧急经济权力法》实施的对等关税无效，因此获得了5亿美元的有利调整。 该公司在财报发布会上表示，由于《国际紧急经济权力法案》（IEEPA）调整的现金退款时间尚不确定，因此决定维持全年调整后汽车业务自由现金流预测区间为90亿至110亿美元。 韦德布什证券在一份客户报告中指出，首席执行官玛丽·博拉及其团队“在应对当前极其艰难的关税和（电动汽车）环境的同时，正积极开拓高利润率的替代收入来源，以稳定利润率”。该券商维持了对这家汽车制造商股票的“跑赢大盘”评级。 通用汽车公布的3月季度调整后每股收益为3.70美元，高于去年同期的2.78美元，与华尔街此前预期的2.60美元下滑相悖。营收下滑0.9%至436.2亿美元，但高于分析师平均预期的435.1亿美元。 博拉在致股东的信中表示：“2026年第一季度，通用汽车再次取得了强劲的财务业绩。” “我们的核心业务发展势头强劲。” 北美地区营收从2025年第一季度的373.9亿美元降至364亿美元，而国际销售额则从24.3亿美元增至28.6亿美元。综合汽车销量从去年的145万辆降至129万辆，其中美国市场销量从69.3万辆降至62.6万辆。 巴拉表示：“我们显然身处一个瞬息万变的环境中，这在汽车行业并不罕见。因此，我们多年来一直致力于确保拥有合适的产品、合适的团队以及稳健的资产负债表和健康的现金流，以实现我们的长期目标。”
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Kimberly-Clark First-Quarter Results Top Views; Full-Year Outlook Affirmed
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