异动解读 | 中国房地产市场低迷拖累奥的斯业绩 股价盘前大跌6.18%

异动解读
30 Oct 2024

奥的斯电梯公司(OTIS)周三盘前股价大跌6.18%,主要原因是公司下调了全年销售预期,第三季度业绩低于市场预期,这在很大程度上源于中国房地产市场疲软。

数据显示,奥的斯第三季度新设备净销售同比下降近9%至13亿美元。整个新设备部门遭受重创,直接拖累了公司整体业绩表现。根据公布的财报,奥的斯第三季度调整后利润为每股96美分,低于分析师预期的97美分,总净销售额35.5亿美元,也低于市场预期的35.9亿美元。

由于中国房地产行业近期持续低迷,奥的斯在这一重要市场的新设备销售大幅下滑。同时,疲弱的北美和欧洲建筑活动也令奥的斯的新设备销售承压。基于以上因素,奥的斯预计全年销售额约为142亿美元,低于之前预期的143亿至145亿美元区间。全年调整后利润预期也有所下调。投资者对公司业绩疲软反应强烈,奥的斯盘前股价应声大跌逾6%。

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