[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8e253f7f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8e253f7f","AI基建浪潮连续-液冷龙头Vertiv(VRT)Q3财报超预期并上调全年指引","\u002Fdoc\u002Fdcio8e253f7f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，液冷龙头Vertiv Holdings(VRT)周三美股盘前发布2026年第三季度财报。受益于数据中心基础设施需求持续旺盛，公司当季净销售额、订单及盈利均大幅增长，并上调全年业绩指引，盘前股价应声大涨16%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>业绩全面超预期\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Vertiv第三季度净销售额达43.13亿美元，同比增长61%，其中有机增长55%，并购贡献约6%，远超FactSet调查分析师预期的37.5亿美元。调整后摊薄每股收益2.21美元，同比增长78%，同样大幅高于分析师预期的1.82美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>当季营业利润9.84亿美元，同比增长90%;调整后营业利润10.87亿美元，同比增长83%;调整后营业利润率25.2%，同比提升290个基点。净利润7.645亿美元，去年同期为3.985亿美元。有机订单同比增长超过100%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分区域看，增长呈现全面态势美洲区销售额同比增长75%(有机增长66%)，亚太区增长50%(有机增长48%)，欧洲、中东及非洲区增长23%(有机增长19%)。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>第三季度经营活动产生的净现金为7.94亿美元，调整后自由现金流6.52亿美元，分别同比增长64%和50%。全年资本支出预计约占收入的4.0%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上调全年业绩指引\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>公司预计2026年第四季度净销售额为44.13亿美元，有机销售额增长50%;摊薄每股收益为2.08美元，调整后摊薄每股收益为2.25美元，较2025年第四季度分别增长82%和65%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>公司还上调了全年业绩指引，现在预计2026年全年净销售额为146.5亿美元，有机销售额增长38%;摊薄每股收益为6.29美元，调整后摊薄每股收益为7.15美元，较2025年全年分别增长84%和70%。分析师此前预测调整后摊薄每股收益为6.73美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>管理层正处史上最大规模基建浪潮\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Vertiv首席执行官乔达诺·阿尔贝塔齐表示“我们正处于史上最大规模的基础设施建设浪潮之中，而且这一浪潮还在加速。数据中心基础设施的需求演变速度前所未有，Vertiv在这一建设中的角色不断扩大。”他提到，公司正将新产品开发周期从数年压缩至数月，并大规模推进融合基础设施的工业化。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>执行董事长戴夫·科特表示“定义数字时代的公司，是那些提前布局并为客户交付价值的公司，这正是我们正在做的事情。我相信前方还有很长的跑道，机会只会越来越大。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>本月早些时候，花旗将Vertiv列为财报季前值得买入的六只工业股之一，理由正是数据中心基础设施需求激增。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据悉，Vertiv总部位于美国俄亥俄州韦斯特维尔，业务遍及130多个国家，是全球关键数字基础设施领域的领先企业，专注于液冷与电力系统设计。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]