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《美股業績》蘋果(AAPL.US)季績勝預期惟警告供應鏈續受衝擊 股價盤後跌2%
阿思達克 04-29 08:11
蘋果(AAPL.US)公布截至今年3月底止2022財年第二財季業績,錄盈利增長5.8%至250億美元,每股攤薄盈利為1.52美元,優於市場原預期1.43美元。收入增長8.6%至972.78億美元,同樣勝預期。蘋果將股息上調5%至每股0.23美元,另外董事會批准回購900億美元股份。 季內iPhone銷售收入增長5.5%至505.7億元,服務銷售額增長17%至198.21億美元,兩者皆較預期為高。均高於分析師平均預期。由於供應鏈限制,iPad銷售額下降2%至76.46億美元,Mac電腦收入增長14.7% 至104.35億美元。可穿戴設備、家庭喇叭及配件的收入增長12%至88億美元,不及預期。蘋果表示,目前至少在7種訂閱產品中擁有8.25億個付費用戶,按季增加4,000萬個。 不過蘋果預計,隨著中國爆發新一波疫情限制生產及需求、加上俄羅斯入侵烏克蘭拖累銷售及服務增長放緩,iPhone銷售前景將面臨更大的問題。財務總監Luca Maestri警告,俄烏開戰導致蘋果暫停在俄羅斯的銷售,這將對第三財季的銷售帶來更大的影響,同時供應鏈問題將導致公司在第三財季的銷售額損失40億至80億美元,遠高於第二財季。蘋果股價盤後跌2.2%報160.01美元。 他補充,供應鏈問題主要集中在上海,受累於疫情爆發及矽膠短缺,同時中國市場的需求亦受影響。行政總裁庫克表示,,近乎所有為蘋果產品進行組裝的中國工廠都已重新復工,希望疫情只屬暫時問題,期望之後情況會好轉。
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