公司业务表现 - 能源与运输(E&T)部门2024年营收达288亿美元，占公司总营收47%，2012-2024年复合增长率12.5%，显著高于建筑设备(4.8%)和资源设备(7.5%)部门[2] - E&T部门营业利润率从2022Q3的18.7%提升至2025Q1的24.3%，有效抵消其他部门业绩下滑的影响[3] - 预计2025年E&T部门营业利润达60.2亿美元(同比增长5.1%)，同期建筑设备和资源设备部门营业利润预计分别下降16.1%和4.7%[4] 业务增长驱动因素 - 油气领域(占E&T营收29%)受益于可持续发展和大型发动机更换需求，电力领域(占32%)因AI数据中心需求激增，公司计划通过多年资本投入实现产能翻倍[6] - 铁路服务国际机车需求增长、船舶舰队更新及工业领域复苏共同推动运输业务增长[7] - 预计2025年E&T部门销售额增长1%至292亿美元，2024-2027年复合增长率2.5%，优于建筑设备(0.6%)和资源设备(2.1%)部门[5] 同业对比 - 康明斯动力系统部门2024年营收64亿美元(占公司16%)，2025Q1同比增长19%至16亿美元，主要受北美和中国发电市场需求推动[9] - GE Vernova电力部门2024年营收180亿美元(占公司51%)，2025Q1同比增长10%至44亿美元，燃气发电业务是主要增长动力[10] - GE Vernova预计2025年电力部门有机收入将实现中个位数增长，正投资扩大燃气发电产能以满足AI数据中心需求[11] 股价与估值 - 公司股价过去一年上涨9.3%，跑赢工业产品板块(4.3%)但与标普500持平，当前前瞻市盈率18.17倍高于行业平均17.29倍[13][15] - 市场共识预计2025年营收下降2.4%，盈利下滑14.6%，但2026年盈利和营收预计分别增长12.8%和4.7%[16] - 过去60天2025年盈利预测下调1.32%，2026年预测微升0.3%[16][18]

VANCOUVER, British Columbia, June 12, 2025 (GLOBE NEWSWIRE) -- Finning International Inc. (TSX: FTT) ("Finning," the "Company," "we," "us" or "our") announced today that the Board of Directors has appointed David Primrose, currently Executive Vice President and Chief Development Officer, as Executive Vice President and Chief Financial Officer (CFO) effective immediately. Mr. Primrose will retain responsibility for his current business support functions. The appointment of Mr. Primrose is a result of the Com ...

VANCOUVER, British Columbia, June 10, 2025 (GLOBE NEWSWIRE) -- Finning International Inc. (TSX: FTT) ("Finning," the "Company," "we," "us" or "our") announced today the release of our 2024 Sustainability Report highlighting continued progress in our sustainability performance and objectives. “At Finning, everything we do is grounded in our purpose to create a positive impact,” said Kevin Parkes, Finning President and CEO. “In 2024, we made meaningful strides in reducing our GHG emissions, advancing diversit ...

文章核心观点 公司公布2025年5月13日年度股东大会投票结果 股东对会议各项业务均投赞成票 [1][2] 会议投票情况 - 会议共代表97,159,486股普通股 占截至记录日公司已发行股份的72.07% [2] - 股东投票赞成会议所有业务事项 包括任命审计师、接受公司高管薪酬方案和选举董事 [2] - 各位董事候选人的投票详情：Mary Lou Kelley获95,473,788票（99.03%）反对票930,728票（0.97%）；Andrés Kuhlmann获96,358,839票（99.95%）反对票45,677票（0.05%）；Kevin Parkes获96,302,994票（99.89%）反对票101,522票（0.11%）；Michael C. Putnam获96,365,315票（99.96%）反对票39,201票（0.04%）；John R. Rhind获96,363,520票（99.96%）反对票40,996票（0.04%）；Charles F. Ruigrok获94,720,220票（98.25%）反对票1,684,295票（1.75%）；Edward R. Seraphim获95,908,731票（99.49%）反对票495,785票（0.51%）；Manjit K. Sharma获96,141,669票（99.73%）反对票262,846票（0.27%）；Nancy G. Tower获95,205,012票（98.76%）反对票1,199,503票（1.24%） [2] 公司简介 - 公司是全球最大的卡特彼勒经销商 90多年来为客户提供卓越服务 [3] - 公司总部位于不列颠哥伦比亚省萨里市 在加拿大西部、智利、阿根廷、玻利维亚、英国和爱尔兰提供卡特彼勒设备、零部件、服务和性能解决方案 [3] 联系信息 - 邮箱：FinningIR@finning.com [4] - 网址：www.finning.com [4]

VANCOUVER, British Columbia, May 12, 2025 (GLOBE NEWSWIRE) -- Finning International Inc. (TSX: FTT) (“Finning”, the “Company”, “we”, “our” or “us”) reported first quarter 2025 results today. All monetary amounts are in Canadian dollars unless otherwise stated. HIGHLIGHTSAll comparisons are to Q1 2024 results unless indicated otherwise. Q1 2025 revenue of $2.8 billion and net revenue (2) of $2.5 billion were up 9% and 7%, respectively, driven by a 7% increase in new equipment revenue and an 11% increase in p ...

VANCOUVER, British Columbia, May 08, 2025 (GLOBE NEWSWIRE) -- Finning International Inc. (TSX: FTT) (“Finning” or the “Company” or “we”, “our” or “us”) announced today that we have entered into a definitive agreement to sell 100% of our mobile on-site refueling business, operating through our subsidiaries 4Refuel Holdings Limited, Midnight Holding, Inc., and their respective affiliates (collectively “4Refuel”), to affiliates of H.I.G. Capital (“H.I.G.”) for a total purchase price of up to $400 million, subj ...

VANCOUVER, British Columbia, April 28, 2025 (GLOBE NEWSWIRE) -- Finning International Inc. (TSX: FTT) (“Finning”) will report Q1 2025 results on May 12, 2025 after markets close and hold the investor call on May 13, 2025 at 10:00 AM Eastern Time. To access the investor call, please dial 1-833-752-3398 (Canada and US toll free) or 1-647-846-2852 (international toll). The investor call will be webcast live and archived for three months. Please visit our website to access the webcast and accompanying presentat ...