$GE

GE 营收与调整后 EPS 均超出预期,营收增长约 18%,积压订单增长 49%,并上调了部分预测;由于预期本已非常高,股价盘前下跌 2.9%。GE 认为需求保持稳定,除非出现更大范围的全球经济放缓,否则近期不会放缓,而这一情形并未纳入其预测。

《Market Retreats from AI "Dead Cat Bounce;" GE, GM & NOC Beat Earnings》
Schwab Network发布 2026-10-20 · 5 段内容
01:21/ —打开原视频

逐段跳播

5 段内容

是的,我们看到该股在盘前交易中下跌约 2.9%,但公司实际上在营收和利润上都超出了预期。营收达到 133 亿美元。市场预期约为 128.8 亿美元,我们看到总营收同比增长约 18%。

Yes, we see the stock down about 2.9% in pre-opening trading , but the company actually managed to beat expectations in revenue and profits. Revenues reached $13.3 billion. Market expectations were around $12.88 billion, and we saw an increase in total revenue of approximately 18% year-over-year.

调整后每股收益为 2.25 美元。市场预期为 2.01 美元。现在,如果看他们业务的细节,我们看到商业服务营收同比增长约 23%。订单积压实际上同比增长了 49%。

The adjusted earnings per share amounted to $2.25. Market expectations were for $2.01. Now, if you look at the details of their business, we have seen an increase in commercial services revenue of approximately 23% year-on-year.

The backlog of orders has actually increased by 49% year-on-year.

电机和商业服务部门的营收也增长了 21%。他们已经上调了本财年某些方面的预测,但我还是认为市场此前已经为其预期设定了一个非常高的上限。

Revenues from the motors and commercial services sector also increased by 21%. They have already raised their forecasts for some aspects of their financial year here, but again I think the market had already set a very high ceiling for its expectations.

他们仍在经历稳定的需求。他们不认为短期内会面临任何形式的放缓,当然,除非我们经历更大范围的全球经济放缓,而这目前不在他们的预测之中。

They are still experiencing consistent demand. They do not believe they will face any kind of slowdown in the near term, unless, of course, we experience a larger global economic slowdown , which is not currently on their forecasts.

所以总体来看,我们看到这些股票今早有所下跌,但业绩本身实际上非常好。

So, overall, we see the stocks are falling somewhat this morning, but the results themselves were actually very good.

跨洋听风