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AI需求推动季度业绩超预期,Solstice上调全年预测Solstice boosts annual forecast after AI-driven demand drives quarterly beat

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Solstice Advanced Materials(SOLS.O)周三上调了全年调整后利润和销售预测,此前数据中心对其核材料、制冷剂和电子材料的强劲需求帮助公司第三季度业绩超出预期。盘前交易中,该公司股价上涨近2%,至62.96美元。

Solstice Advanced Materials (SOLS.O) raised its full-year adjusted profit and sales forecasts on Wednesday after strong demand from data centers for its nuclear, refrigerant and electronic materials helped it surpass third-quarter estimates. Shares rose nearly 2% to $62.96 in premarket trading.

对AI基础设施的激增投资以及更复杂的芯片,正提振对这家特种材料制造商产品的需求,这些产品用于冷却系统、高性能计算和核能发电。

Surging investment in AI infrastructure and more complex chips are boosting demand for the specialty material maker's products used in cooling systems, high-performance computing and nuclear power generation.

首席执行官戴维·休厄尔7月对路透社表示,公司“已经在与数据中心共同创新”,并与小型模块化核反应堆开发商进行了深入讨论,以支持不断增长的电力需求。

CEO David Sewell told Reuters in July that the company was "already co-innovating" with data centers and was engaged in robust discussions with small modular nuclear reactor developers to support growing power demand.

Solstice第三季度净销售额同比增长8%,至10.5亿美元;调整后核心利润增长12.8%,至2.65亿美元。

Solstice's third-quarter net sales rose 8% to $1.05 billion from a year ago and adjusted core profit increased 12.8% to $265 million.

电子材料销售额同比增长超过31%,至1.35亿美元。受汽车和数据中心冷却应用支撑,制冷剂销售额增长8.3%,至4.33亿美元;其核业务在手订单目前为26亿美元。

Sales of electronic materials rose over 31% to $135 million from a year earlier. Refrigerant sales increased 8.3% to $433 million, supported by automotive and data center cooling applications, while backlog in its nuclear business is now at $2.6 billion.

Solstice去年从霍尼韦尔(HON.O)分拆出来,今年8月与同行Element Solutions(ESI.N)经双方同意搁置了145亿美元的合并计划,理由是双方股东均反馈更希望保持独立。

Solstice, spun off from Honeywell (HON.O) last year, mutually agreed with peer Element Solutions (ESI.N) to shelve their $14.5 billion merger in August, citing feedback from both sets of shareholders that they preferred to retain their independence.

根据LSEG汇编的数据,总部位于新泽西州莫里斯平原的Solstice在截至9月30日的三个月里公布调整后每股利润为80美分,而分析师预期为69美分。

Morris Plains, New Jersey-based Solstice posted adjusted profit of 80 cents per share for the three months ended September 30, compared with analysts' estimate of 69 cents, according to data compiled by LSEG.

公司将2026年调整后每股收益预测区间的下限从2.75美元上调至2.90美元,同时将上限维持在2.95美元。

The company raised the lower end of its 2026 adjusted earnings per share forecast range to $2.90 from $2.75, while retaining the upper end at $2.95.

Solstice预计全年净销售额在42.0亿美元至42.2亿美元之间,此前的预测为41.3亿美元至41.9亿美元。

Solstice expects annual net sales between $4.20 billion and $4.22 billion, compared with a prior forecast of $4.13 billion to $4.19 billion.

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