美国工业材料制造商杜邦(DD)5日盘中股价大涨逾7%,引发市场广泛关注。消息面上,杜邦公司当日公布第三季度财报数据远超预期,同时上调了2024年全年利润预测,成为推动股价大涨的主要利好因素。
财报显示,杜邦第三季度调整后每股收益达1.18美元,同比大涨28%,远高于分析师平均预期的1.03美元。由于电子产品和人工智能技术需求强劲带动业务增长,公司电子和工业部门净销售额同比飙升13.4%。此外,亚太等新兴市场需求旺盛,也推动了公司整体营收实现同比4%的增长。
受此利好因素影响,杜邦当日连续第三次上调2024年全年调整后每股收益预期至约3.9美元,较上次预测区间3.7至3.8美元上调,也高于华尔街分析师3.77美元的均值预期。主要受益于利率下降和原料价格下滑,杜邦的获利能力获得提振。
不过,受宏观经济放缓影响,公司略微下调了全年净销售额预测区间至123.7亿美元左右,低于先前目标区间。分析师指出,随着半导体产业复苏以及利率水平回落,加上新兴市场工业需求持续景气,未来杜邦的业绩有望进一步改善。与此同时,分拆电子和水务部门的计划也将有助于该公司提高专注度和运营效率。
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