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霍尼韋爾第一季銷售額不如預期，維持全年業績預期不變

-- 霍尼韋爾國際公司（HON）週四公佈了喜憂參半的第一季業績，營收低於華爾街預期，但這家工業集團重申了其全年業績展望。 截至3月的第一季，該公司銷售額年增2%至91.4億美元，但低於FactSet調查的93億美元的預期。公司調整後每股盈餘從去年同期的2.21美元增加至2.45美元，高於華爾街預期的2.32美元。 霍尼韋爾股價週四下跌2.2%，使其年初至今的漲幅收窄至約10%。 執行長維馬爾·卡普爾在一份聲明中表示：“在充滿挑戰的地緣政治環境下，霍尼韋爾今年開局強勁。” 該集團繼續預測2026年調整後每股盈餘（EPS）介於10.35美元至10.65美元之間，營收在388億美元至398億美元之間。華爾街預期該集團全年非GAAP每股收益為10.52美元，營收為395.5億美元。 第一季度，航太技術業務的銷售額成長4%，達到43.2億美元。工業自動化業務的營收下降11%，至14.2億美元，而樓宇自動化業務的營收則從16.9億美元成長至18.8億美元。製程自動化和技術部門的銷售額成長了5%。 根據財報簡報，該公司預計本季調整後每股收益為2.35美元至2.45美元，營收在94億美元至96億美元之間。 FactSet的分析師平均預期為非GAAP每股盈餘2.56美元，營收97.4億美元。 霍尼韋爾已同意將其倉儲和工作流程解決方案業務出售給私募股權公司美國工業夥伴公司（American Industrial Partners）。該交易的財務條款尚未披露，預計下半年完成。據該集團稱，該業務在2025年的收入約為9.35億美元。 本週早些時候，該公司同意以14億美元的價格將其生產力解決方案和服務業務出售給Brady（BRC）。 「我們宣佈出售生產力解決方案和服務以及倉儲和工作流程解決方案業務，標誌著我們多年業務組合轉型計劃的最終完成，」卡普爾表示。 “此外，霍尼韋爾航空航天業務的分拆預計將於6月29日第三季度完成。” 霍尼韋爾於2025年2月揭露了分拆為三家上市公司的計畫。其先進材料業務部門的分拆已於10月完成。

Price: $214.31, Change: $-5.66, Percent Change: -2.58%

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