-- 儘管中東衝突可能造成影響，WD-40 (WDFC) 仍重申了其全年業績展望。這家潤滑油和清潔產品製造商公佈的第二財季業績年增。 該公司週四晚間表示，仍預計2026財年每股收益在5.75美元至6.15美元之間，而FactSet調查的三位分析師的預期為6.04美元。經匯率調整後，銷售額預計仍為6.3億美元至6.55億美元，高於基於相同分析師預測的6.582億美元。 財務長薩拉·海澤在財報電話會議上表示：「儘管中東地緣政治局勢及其對全球經濟的潛在影響需要謹慎對待，但我們對公司目前的業務成長勢頭感到鼓舞。」以上內容摘自FactSet發布的電話會議記錄。 “我們在美國開展的推廣活動進展順利，在歐洲、印度、中東和非洲以及亞太地區的勢頭也日益增強。” 本週早些時候，美國和伊朗達成了為期兩週的停火協議，但德黑蘭隨後指責華盛頓違反了停火協議的某些條款。這場戰爭始於2月底，由於至關重要的霍爾木茲海峽關閉，能源價格飆升。 海澤在電話會議上表示，衝突導致某些石油基特種化學品的成本上漲，預計將增加公司產品的銷售成本。海澤表示：“衝突的持續時間和其對我們原材料的影響將決定我們採取的緩解措施，我們目前正在評估這些措施。” 海澤表示，WD-40正在推進出售其美國家居護理和清潔品牌的進程。該公司已於2025財年第四季度完成了其在英國的家居護理和清潔業務組合的出售。 財務長補充道，如果公司無法剝離美洲地區的家居護理和清潔品牌，預計全年每股收益和銷售額預期將分別上調0.20美元和約1250萬美元。 截至2月28日的三個月期間，調整後每股盈餘成長14%至1.50美元。銷售額較去年同期成長11%至1.617億美元。維護產品收入成長13%至1.568億美元，而家居護理和清潔產品銷售額下降29%至480萬美元。 執行長史蒂夫·布拉斯在財報發布會上表示：“我們充分利用了第二季度的強勁增長勢頭。維護產品仍然是我們的核心戰略重點，這些品牌的銷售額在第二季度按固定匯率計算增長了6%，符合我們的長期增長預期。” WD-40表示，所有地區的銷售額均有所成長，其中亞太地區的增幅最大，達19%。
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