ABB(OTCPK:ABBNY)周三交易中下跌6.6%,此前公布的第三季度盈利和收入低于預期,第四季度增長持續(xù)低迷。
2023年第三季度ABB公司凈利潤從去年同期的3.6億美元躍升至8.82億美元,當時業(yè)績受到南非傳統(tǒng)Kusile發(fā)電站項目相關(guān)準備金的影響,而第三季度收入同比增長8%,達到79.7億美元,營業(yè)稅息折舊及攤銷前利潤增長13%,達到13.9億美元,利潤率為17.4%。
根據(jù)該公司提供的共識估計,分析師曾預測ABB(OTCPK:ABNY)的凈利潤為9.19億美元,收入為81.1億美元。
據(jù)報道,2023年第三季度ABB公司訂單同比下降2%,至80.5億美元,其中ABB(OTCPK:ABBNY)電氣化、運動、機器人和離散自動化部門的訂單下降,而該公司過程自動化業(yè)務(wù)的訂單增長了20%。
美洲地區(qū)9%的訂單增長被歐洲和亞洲分別11%和5%的訂單下降所抵消。
首席執(zhí)行官比約恩·羅森格倫表示:“中國的訂單以低個位數(shù)的可比增長率下降,尤其是受到機器人和建筑需求疲軟的阻礙?!?。
ABB(OTCPK:ABBNY)表示,預計第四季度可比收入將出現(xiàn)低至中個位數(shù)的增長,同時預計全年可比收入增長將達到低兩位數(shù),營業(yè)利潤率為16.5%-17%;ABB公司此前表示,預計收入增長至少10%,營業(yè)利潤率將超過16%。
ABB (OTCPK:ABBNY) -6.6% in Wednesday's trading after posting Q3 earnings and revenues that came in below expectations, with continued lackluster growth seen in Q4.
Q3 net profit jumped to $882M from $360M in the year-ago quarter, when results were affected by a provision related to the legacy Kusile power station project in South Africa, while Q3 revenues rose 8% Y/Y on a reported basis to $7.97B and operating EBITDA jumped 13% to $1.39B with a 17.4% margin.
Analysts had forecast ABB (OTCPK:ABBNY) to report a net profit of $919M on revenues of $8.11B, according to consensus estimates provided by the company.
Q3 orders slipped 2% Y/Y on a reported basis to $8.05B, with declines at ABB's (OTCPK:ABBNY) electrification, motion, and robotics and discrete automation units, while orders at the company's process automation business rose 20%.
A 9% increase in orders in the Americas region was offset by respective 11% and 5% order declines in Europe and Asia.
"Orders in China declined at a low single-digit comparable growth rate particularly hampered by weakness in robotics and construction demand," CEO Bjorn Rosengren said.
ABB (OTCPK:ABBNY) said it forecasts low- to mid-single digit comparable revenue growth in Q4, while expecting full-year comparable revenue growth in low double-digits, with an operational margin of 16.5%-17%; it previously said it expected revenue growth of at least 10% and an operational margin above 16%.