$MMM

3M 本季度表现喜忧参半:调整后每股收益 2.50 美元,超过 2.38 美元的预期,但收入未达预期;不过投资者看好其中的积极因素——公司再次上调全年调整后每股收益指引至 9.10-9.15 美元,并扩大了与 Amazon 的合作,采购额最高可达 60 亿美元,但并无保证。该股走势稳定并呈上行趋势。

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《Tuesday's First Moves: AAPL Downgrade, AKAM Upgrade, MMM Mixed Earnings》
Schwab Network发布 2026-10-20 · 8 段内容
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对 3M 来说,这是一个喜忧参半的季度,但投资者更关注积极的一面以及它与 Amazon 不断深化的关系,这帮助该股保持稳定。

It has been a mixed quarter for 3M, but investors are focusing more on the positives and its deepening relationship with Amazon, which is helping the stock to remain stable.

这家“Post-It”便签制造商调整后每股收益为 2.50 美元。这好于预期。华尔街的预测是 2.38 美元,所以这增加了 12 美分。

The maker of the "Post-It" notes earned $2.50 per share on an adjusted basis. That was better than expected. The forecast on Wall Street was for $2.38, so this is an increase of 12 cents.

营收超过 65 亿,具体为 65.8 亿。这实际上略低于预期。现在,这里的利润超出了预期。但销售额略低一些,比如 66 亿。这凸显了效率提升所带来的改善幅度。

Revenues amounted to more than 6.5 billion, specifically 6.58 billion. That was actually a little less than expected. Now, profits have exceeded expectations here. But sales came in slightly lower , say 6.6 billion.

This highlights the amount of improvement that has resulted from efficiency here.

但他们连续第二个季度上调了全年预测。他们将调整后每股收益预测上调至 9.10 至 9.15 美元之间。这比此前 8.80 至 8.95 美元的区间有所上升,也高于分析师的预期。

But they raised their full-year forecast for the second quarter in a row. They have raised their adjusted earnings forecast to between $9.10 and $9.15 per share. This is a rise from a range of $8.80 to $ 8.95, which is higher than analysts expected.

销售指引保持不变。他们预测调整后总销售额增长超过 4.5%,其中包括超过 3.5% 的有机增长。CEO 向投资者强调了更高的生产率和更强的产品线。明显的区别在于,3M 在这里上调了利润预期。

Sales guidance remained unchanged. They are forecasting adjusted gross sales growth of more than 4.5%, including organic growth of more than 3.5%. The CEO highlights better productivity and a stronger product line for investors.

The difference is clearly that 3M is raising its profit expectations here.

与 Amazon 的这笔交易有一个与人工智能相关的有趣角度。他们宣布扩大与 Amazon 的合作关系。这涉及视觉通信和其他数据中心产品。Amazon 获得了期权,即以指定价格购买约 320 万股 3M 股票的权利。

这些权利大部分是通过 Amazon 购买 3M 产品而获得的,累计购买上限为 60 亿美元。

The Amazon deal has an interesting angle related to artificial intelligence. They announced an expansion of their relationship with Amazon. It relates to visual communication and other data center products.

Amazon was given options, which is the right to purchase approximately 3.2 million shares of 3M stock at a specified price. Most of these rights are earned with Amazon's purchase of products from 3M, with a cumulative purchase limit of $6 billion.

这个界限是这里一个潜在的交易标志。这些并不是有保证的订单,但投资者显然喜欢这一点。这项技术很重要,因为这些光纤连接在服务器机架之间传输数据。它帮助大型数据中心处理这些繁重的计算工作负载。因此,投资者喜欢他们今天看到的情况。

This boundary is a potential trading landmark here. These are not guaranteed orders, but investors clearly like this. This technology is important because these fiber optic connections transmit data between server racks.

It helps large data centers to handle these heavy computing workloads. Therefore, investors like what they see today.

听到一家传统公司上调盈利预测、第三季度利润大幅增长,这是好事。3M 是一家大公司,在指数等方面占有重要地位。所以,至少从这家公司听到一些好消息是好事。当然。它正在呈上升趋势。

It's good to hear that a traditional company is raising its earnings forecast, with a jump in third-quarter profits . 3M is a huge company with a significant presence in indices and the like.

So, it's good to hear at least some good news from this company. certainly. It is trending upwards.

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