Why Carrier Global Shares Are Surging Today
Why Carrier Global Shares Are Surging Today
The company reported adjusted EPS of $0.62, beating the consensus of $0.51.Carrier Global Corp (NYSE:CARR) shares are trading higher, rebounding from earlier weakness following first quarter FY24 results.
开利环球公司（纽约证券交易所代码：CARR）股价走高，在24财年第一季度业绩公布后从先前的疲软中反弹。
Net sales rose 17% Y/Y to $6.18 billion, missing the consensus of $6.28 billion.
净销售额同比增长17％，至61.8亿美元，未达到62.8亿美元的共识。
Adjusted operating profit of $927 million was up 44% Y/Y, driven by strong productivity and the contribution from Viessmann Climate Solutions. Margin expanded to 15.0% from 12.2% a year ago.
在强劲的生产率和维斯曼气候解决方案的贡献的推动下，调整后的营业利润为9.27亿美元，同比增长44％。利润率从去年同期的12.2％扩大到15.0％。
The company reported adjusted EPS of $0.62, beating the consensus of $0.51.
该公司报告调整后的每股收益为0.62美元，超过市场预期的0.51美元。
Net cash provided by operating activities totaled $40 million, and capital expenditures were $104 million, resulting in a free cash outflow of $(64) million.
经营活动提供的净现金总额为4000万美元，资本支出为1.04亿美元，自由现金流出为6400万美元。
The company exited the quarter with cash and cash equivalents worth $1.31 billion.
该公司以价值13.1亿美元的现金和现金等价物退出本季度。
David Gitlin, Carrier Chairman & CEO, said, "We closed on Viessmann Climate Solutions at the beginning of the year, which will be transformational for Carrier and the industry. We are focused on capitalizing on the long-term secular sustainability trends, outperforming the market, and achieving and accelerating revenue and cost synergies."
开利董事长兼首席执行官戴维·吉特林表示：“我们在年初关闭了维斯曼气候解决方案，这将为开利和整个行业带来变革。我们专注于利用长期的长期可持续发展趋势，跑赢市场，实现和加快收入和成本协同效应。”
"The business exits are also on track as we are within months of closing on three of our four transactions and are making significant progress on completing the fourth. We now expect to resume share repurchases in 2024 as the net proceeds from the announced transactions help us return to ~2x net leverage this year."
“业务退出也步入正轨，因为我们在完成四笔交易中的三笔后的几个月内就完成了，并且在完成第四笔交易方面取得了重大进展。我们现在预计将在2024年恢复股票回购，因为已宣布交易的净收益将帮助我们今年恢复到约2倍的净杠杆率。”
Read: Fire Sale: Carrier Global Divests Industrial Fire Unit For $1.425B In Portfolio Shake-Up
阅读: 大甩卖：开利环球在投资组合重组中以14.25亿美元的价格撤出工业消防装置
FY24 Outlook: Carrier reiterated adj. EPS of $2.80-$2.90 versus the $2.84 estimate.
24财年展望：承运人重申了adj每股收益为2.80美元至2.90美元，而预期为2.84美元。
The company revised its sales outlook to ~$26 billion from ~$26.5 billion (vs. $26.205 billion estimate), with mid-single-digit organic growth.
该公司将其销售前景从约265亿美元（估计为262.05亿美元）上调至约260亿美元，有机增长处于中等个位数。
Carrier now sees an adjusted operating margin of 15.5% (vs. 15%-15.5% earlier) and a free cash flow of ~$0.4 billion.
开利现在预计调整后的营业利润率为15.5％（之前为15％-15.5％），自由现金流约为4亿美元。
Also Read: Carrier Global Invests In Strategic Thermal Labs For Data Center Cooling Solutions
另请阅读: 开利环球投资战略散热实验室，提供数据中心冷却解决方案
Investors can gain exposure to the stock via First Trust US Equity Opportunities ETF (NYSE:FPX) and Invesco S&P Spin-Off ETF (NYSE:CSD).
投资者可以通过第一信托美国股票机会ETF（纽约证券交易所代码：FPX）和景顺标普分拆ETF（纽约证券交易所代码：CSD）获得股票敞口。
Price Action: CARR shares are up 7.3% at $58.77 at the last check Thursday.
价格走势：在周四的最后一次支票中，CARR股价上涨7.3％，至58.77美元。
