Carrier Global未能公布财报和指引,但强劲的现金流和数据中心增长保持了投资者高度关注。
Carrier Global missed earnings and guidance, but strong cash flow and data center growth kept investor interest high.
尽管Wells Fargo、RBC和Goldman Sachs提高了价格目标,但Global承运人的股票仍面临压力,后者设定了74美元目标。
Carrier Global’s stock faced pressure despite upgraded price targets from Wells Fargo, RBC, and Goldman Sachs, with the latter setting a $74 target.
该公司报告说,由于北美居民需求疲软,预计2025年的Q4收入为每股0.34美元,略低于估计数,收入为48.4亿美元,未达到预期值。
The company reported Q4 2025 earnings of $0.34 per share, slightly below estimates, and revenue of $4.84 billion, missing expectations due to weak North American residential demand.
2026年全年对2.80美元的EPS指导未达到2.87美元的共识。
Full-year 2026 guidance of $2.80 EPS fell short of the $2.87 consensus.
然而,2025年强劲的现金流动,37亿美元回到股东手中,预计数据中心的收入在2026年将增长50%,这激起了乐观情绪。
However, strong cash flow, $3.7 billion returned to shareholders in 2025, and projected 50% data center revenue growth in 2026 fueled optimism.
股票交易额接近64.80美元,市场上限为545.7亿美元。
The stock trades near $64.80 with a market cap of $54.57 billion.