异动解读 | 数据中心需求强劲 康明斯业绩超预期股价飙升

异动解读
05 Nov 2024

康明斯公司(CMI)今日盘中大涨5.03%,主要源于该公司公布的第三季度业绩超出市场预期。

路透社报道,在数据中心对发电产品需求强劲的推动下,康明斯公司第三季度收入达到84.5亿美元,高于分析师预期的83亿美元。公司第三季度每股收益达到5.86美元,也超过了分析师的平均预期每股收益4.80美元。

数据显示,公司主营发电产品分销以及工业动力系统等业务均实现了两位数的收入增长,有力抵消了重型卡车业务下滑的影响。分析师预计这一良好态势将在第四季度持续。投资者对于康明斯在数据中心市场的前景抱有信心,这也成为该股价格上涨的主要动力。

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