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RPM第三财季业绩超出预期,并重申销售增长预期

-- RPM International (RPM) 公布的第三财季业绩超出市场预期,这家特种涂料制造商重申了其对未来三个月销售增长的预期。 该公司周三公布,截至2月28日的季度调整后每股收益为0.57美元,高于去年同期的0.35美元(FactSet 的市场普遍预期)。销售额增长8.9%至16.1亿美元,高于华尔街预期的15.5亿美元。 周三,RPM股价飙升12%,今年累计涨幅达4.8%。RPM旗下拥有Varathane等品牌,Varathane主要提供木器涂料产品。 首席执行官弗兰克·沙利文在一份声明中表示:“在市场波动时期,我们利用自身竞争优势,灵活聚焦不断增长的终端市场,实现了销量增长和销售额创纪录。我们展现了将增长与效率相结合的能力,利用更高的销量提升了所有业务部门的利润率。” RPM 继续预测第四季度销售额将比上年同期增长中等个位数。华尔街预期为 21.7 亿美元。 “我们预计第四季度销售额和调整后息税前利润将再次增长,并取得创纪录的业绩,即便面临更具挑战性的基数,以及中东地缘政治的不确定性增加了运营成本和复杂性,”苏利文表示。 美国和伊朗周二同意停火两周。这场始于二月底的战争蔓延至整个中东地区,并切断了通过关键的霍尔木兹海峡的运输,推高了能源价格。 苏利文表示,公司正在努力降低原材料成本上涨并确保供应,同时采取定价措施来抵消剩余的成本压力。 第三季度,在北美业务的推动下,建筑产品部门的销售额增长近 11%,达到 5.467 亿美元。高性能涂料部门的收入增长了 8.4%,达到 4.968 亿美元,而消费品业务的收入增长了 7.9%,达到 5.645 亿美元。

Price: $108.69, Change: $+11.98, Percent Change: +12.39%

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