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RPM第三財季業績超出預期,並重申銷售成長預期

-- RPM International (RPM) 公佈的第三財季業績超出市場預期,這家特種塗料製造商重申了其對未來三個月銷售成長的預期。 該公司週三公佈,截至2月28日的季度調整後每股收益為0.57美元,高於去年同期的0.35美元(FactSet 的市場普遍預期)。銷售額成長8.9%至16.1億美元,高於華爾街預期的15.5億美元。 週三,RPM股價飆漲12%,今年累計漲幅達4.8%。 RPM旗下擁有Varathane等品牌,Varathane主要提供木器塗料產品。 執行長弗蘭克·沙利文在一份聲明中表示:“在市場波動時期,我們利用自身競爭優勢,靈活聚焦不斷增長的終端市場,實現了銷量增長和銷售額創紀錄。我們展現了將增長與效率相結合的能力,利用更高的銷量提升了所有業務部門的利潤率。” RPM 繼續預測第四季銷售額將比上年同期成長中等個位數。華爾街預期為 21.7 億美元。 「我們預計第四季度銷售額和調整後息稅前利潤將再次成長,並取得創紀錄的業績,即便麵臨更具挑戰性的基數,以及中東地緣政治的不確定性增加了營運成本和複雜性,」蘇利文表示。 美國和伊朗週二同意停火兩週。這場始於二月底的戰爭蔓延至整個中東地區,並切斷了通過關鍵的霍爾木茲海峽的運輸,推高了能源價格。 蘇利文表示,公司正在努力降低原物料成本上漲並確保供應,同時採取定價措施來抵銷剩餘的成本壓力。 第三季度,在北美業務的推動下,建築產品部門的銷售額成長近 11%,達到 5.467 億美元。高性能塗料部門的收入成長了 8.4%,達到 4.968 億美元,而消費品業務的收入成長了 7.9%,達到 5.645 億美元。

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

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