陶氏:营业收入稳定 但净利润未达预期;第四季度指引略弱

海通国际
25 Oct 2024

事件我们预计陶氏化学(未被海通国际覆盖)第三季度业绩的市场反应为轻微负面,该公司报告调整后的净收入为2.4亿美元,低于预期,部分受工业中间体和基础设施部门的推动。该公司超过了其第三季度的指导,净销售额为106亿美元,营业息税折旧及摊销前利润为13 亿美元。根据2024 年第四季度的指引,该公司预计净销售额为107 亿加元,而市场预期为108 亿美元。点评运营好于预期,但净收益低于预期:公司公布...

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