https://www.eaton.com/us/en-us/company/news-insights/news-releases/2024/eaton-reports-record-first-quarter-2024-results-with-strong-orders.html #ETN #Àü·Â±â±â
ÀÌÆ° 24.1Q½ÇÀû¹ßÇ¥ Diluted eps : 2.04 adjusted eps : 2.40 ¸ÅÃâ : 5.9B
±âÁ¸ 24.1Q °¡ÀÌ´ø½º adjusted eps : 2.21~2.31 ¸ÅÃâ : 6~8%¼ºÀå
24³â °¡ÀÌ´ø½º »óÇâ ¸ÅÃâ : 6.5~8.4%¼ºÀå->7~9%¼ºÀåÀ¸·Î »óÇâ Diluted eps : 8.95~9.35 adjusted eps :9.95~10.35-> 10.2~10.6·Î »óÇâ
24.2Q °¡ÀÌ´ø½º Diluted eps : 2.19~2.29 adjusted eps : 2.52~2.62 ¸ÅÃâ : 6.5~8.5%¼ºÀå
24.1QÄÁ¼¾ EPS GAAP Estimate : 1.94 (beat) EPS Normalized Estimate : 2.29 (beat) ¸ÅÃâ : 5.9B (In-Line)
24.2QÄÁ¼¾ EPS GAAP Estimate : 2.22 (beat) EPS Normalized Estimate : 2.5 (beat)
¸ÅÃâ : 6.3B (In-Line) Electrical »ç¾÷ºÎ AmericasÀÇ °·ÂÇÑ ¼ºÀå, 3¿ù¸» ¼öÁÖÀÜ°í´Â ±â·ÏÀûÀÎ ¼öÁØ À¯Áö. ƯÈ÷ µ¥ÀÌÅͼ¾ÅÍ ½ÃÀåÀÇ °¼¼ GlobalÀº YoY Flat, 3¿ù¸» ¼öÁÖÀÜ°í´Â YoY 12%Áõ°¡, ƯÈ÷ µ¥ÀÌÅͼ¾ÅÍ¿Í À¯Æ¿¸®Æ¼½ÃÀåÀÇ °¼¼ Electrical»ç¾÷ºÎÀÇ Book to bill ratio´Â 1.2·Î °¼¼ À¯Áö
Aerospace »ç¾÷ºÎ ¸ðµç Àü¹æ½ÃÀå¿¡¼ °¼¼ ¼öÁÖÀÜ°í´Â YoY11% Áõ°¡ Book to bill ratio 1.1·Î °¼¼ À¯Áö Àü·Â±â±â °ü·ÃÁÖÀε¥ Ȥ½Ã³ª ÅõÀÚÇϽŠºÐÀÌ °è½ÇÁö´Â ¸ð¸£°ÚÀ¸³ª Âü°í´Â ÇϽöó ¿Ã·Áµå¸³´Ï´Ù ½Ã°£¿Ü´Â ¶° Àֳ׿ä (+2.9%) ----------------------------- ¹Ì±¹ Á¦¾àȸ»ç À϶óÀÌ ¸±¸® 1ºÐ±â ½ÇÀû ( ÇÁÀå $LLY +7.19% )
* ¸ÅÃâ: $8.77B (Àü³â µ¿±â ´ëºñ +26% Áõ°¡) * EPS: $2.58 (Àü³â µ¿±â ´ëºñ +59% Áõ°¡)
2ºÐ±â °¡ÀÌ´ø½º * ¸ÅÃâ: $42.4B ~ $43.6B (ÄÁ¼¾ $41.39 »óȸ) * EPS: $13.50~$14.00 (ÄÁ¼¾ $12.46 »óȸ)
- ¹Ì±¹°ú ÇؿܽÃÀå ¸ðµÎ °¡°Ý°ú ÆǸŷ® Ãø¸é¿¡¼ °·ÂÇÑ ¼ºÀå¼¼¸¦ º¸ÀÓ. ƯÈ÷ Mounjaro, Zepbound, Verzenio µîÀÇ ½Å¾àµéÀÌ Å©°Ô ±â¿©.
- ÀÎÅ©·¹Æ¾ °è¿ ¾à¹°¿¡ ´ëÇÑ ¼ö¿ä Áõ°¡¿¡ ´ëÀÀÇϱâ À§ÇØ ¿¬±¸°³¹ß ÅõÀÚ¿Í Á¦Á¶ ´É·Â È®ÀåÀ» ÁøÇàÁß. |