HP와 델컴퓨터는 양호한 실적 발표로 상승(2021.11.25)

2021.11.25

HP와 델컴퓨터는 양호한 실적 발표와 강한 실적 전망치로 상승.

HP는 10.10%, 델컴퓨터는 4.81%  상승 마감.

 

The upbeat earnings reports late Tuesday from Dell Technologies and HP Inc. stem from surprising strength in the commercial market for personal computers, and both expect strong demand to continue into 2022 and beyond.

델컴퓨터와 HP는 상업용 PC시장의 놀랄만한 강세로 시장 예상치를 상회하는 실적을 발표했고,

두 회사 모두 2022년 이후까지도 수요가 강할 것으로 예상했다.

 

There is no question that PC growth has slowed from the torrid pace during the heart of the pandemic, when consumers suddenly forced to work or attend school from home scrambled to buy more laptops.

And the companies say they are seeing continuing parts shortages and higher-than-normal shipping costs.

PC 판매가 코로나 확산때의 급증하던 것보다는 감소한다는데 의문의 여지가 없다.

또 회사는 부품 부족과 운송비용 증가가 지속되고 있다고 말했다.

 

 

Why HP Stock Popped 10% This Morning | The Motley Fool

Instead of the $0.88 earnings per share (EPS) pro forma on sales of $15.4 billion that Wall Street had expected,

HP reported EPS of $0.94 on sales of $16.7 billion last night. The company also provided guidance significantly above expectations for the first quarter of fiscal 2022 and for the coming year as a whole.  

HP는 지난 분기(8월-10월말) 실적은 시장에서 예상하는 주당순이익 0.88달러, 매출 154억달러보다 좋은

주당순이익  0.94달러와 매출 167억달러를 달성.

또 회사는 회계년도 2022년1분기(11월-1월말) 실적 예상치와 연간 실적 예상치가 시장 컨센서스를 상회했다.

 

So what

Fiscal fourth-quarter 2021 sales climbed 9% from a year ago, and better operating profit margins (up 90 basis points to 7.4%) unleashed an explosion of earnings. Not only did pro forma EPS rise 52% to the aforementioned $0.94, HP also earned a quarterly net profit of $2.71 per share -- 5.5 times what it earned a year ago.

For fiscal year 2021, sales grew 12% to $63.5 billion, operating profit margin expanded by 230 basis points to 8.4%, pro forma profits were up 67% at $3.79 per share, and profits as calculated according to generally accepted accounting principles (GAAP) grew 167% to $5.33 per share.  

Now what

With a stock that's trading a few pennies above $36, HP shares now cost just 6.8 times trailing earnings. And they should be a real bargain if the company comes anywhere near analyst consensus estimates for 24% compound annual earnings growth over the next five years (according to data from S&P Global Market Intelligence). All of a sudden, HP kind of looks like a growth stock! And new earnings guidance reflects this.

 

For fiscal Q1 2022, HP predicts its GAAP profit will range from $0.92 to $0.98 per share, which is ahead of Wall Street's estimates. For the year, the company says it will earn between $3.86 and $4.06 per share -- less than it earned in a 2021 that went like gangbusters, but still much more than anyone on Wall Street is expecting -- and with pro forma profits growing a solid 10% in comparison to 2021.  

회계년도 2022년1분기 주당순이익은 0.92-0.98달러로 월가 전망치 상회.

연간 주당 순이익은 3.86달러와 4.06달러 사이가 될것.

 

--------------------------

Dell Stock, HPQ Stock Rise On Strong PC Sales | Investor's Business Daily (investors.com)

Dell's PC revenue jumped 35% year over year to $16.5 billion in its fiscal third quarter ended Oct. 29. Meanwhile, HP's PC sales increased 13% to $11.8 billion in its fiscal fourth quarter ended Oct. 31. Both companies posted quarterly results late Tuesday.