11月8日,Array Technologies Inc.(ARRY.US)盘中股价一度暴跌超7%,创近期新低。这主要是因为该公司2024财年业绩指引大幅下调,营收及利润预期均低于市场预期所致。
Array Technologies作为一家主攻太阳能地面跟踪系统的制造商,其最新财报显示2024第二季度营收2.56亿美元,净利润2570万美元。不过,受巴西经济疲软以及非经常性费用等因素影响,公司下调了2024财年业绩指引,其中营收预期由之前的10亿美元降至9-9.2亿美元,调整后息税折旧摊销前利润指引也由之前的1.85-2亿美元下调至1.7-1.8亿美元。这显然令投资者对该公司的发展前景减弱了信心。
另外,Array Technologies还重申了其持续面临的一些潜在不利因素,包括对反补贴调查结果、项目推迟以及新《通胀减缓法案》国内内容解释等的担忧,这些也在一定程度上加重了市场对该公司后市的忧虑。不过值得注意的是,该公司目前在手订单已高达20亿美元,订单状况尚可,而且其目标是2025年实现100%美国国内项目,一旦相关问题获得解决,业绩也有望重新回暖。
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