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FY2026 Q1
개선
Snap-On Incorporated 실적 발표
Buzzberg 분석
Tool storage sales up, signaling early thaw
Snap-On reported a record first quarter with organic sales up 3.4% and EPS of $4.69, navigating tariff and currency headwinds. Management struck a cautiously confident tone, citing secular tailwinds in vehicle repair and green shoots in tool storage and franchisee sentiment, while continuing to invest in proprietary databases and new products. Q1 FY2026 organic sales +3.4%, second-highest quarterly sales ever at $1.207B.
Buzzberg 분석 Tool storage sales up, signaling early thaw Snap-On reported a record first quarter with organic sales up 3.4% and EPS of $4.69, navigating tariff and currency headwinds. Management struck a cautiously confident tone, citing secular tailwinds in vehicle repair and green shoots in tool storage and franchisee sentiment, while continuing to invest in proprietary databases and new products. Q1 FY2026 organic sales +3.4%, second-highest quarterly sales ever at $1.207B. 전체 분석 보기분석 접기
Snap-On reported a record first quarter with organic sales up 3.4% and EPS of $4.69, navigating tariff and currency headwinds. Management struck a cautiously confident tone, citing secular tailwinds in vehicle repair and green shoots in tool storage and franchisee sentiment, while continuing to invest in proprietary databases and new products. Q1 FY2026 organic sales +3.4%, second-highest quarterly sales ever at $1.207B.
- Gross margin held at 50.4% despite 40bp FX headwind and higher tariffs.
- C&I segment led with 7.1% organic growth, driven by aviation, heavy duty, and natural resources (double-digit aviation).
- Snap-On Tools group gross margin improved 140bp to 47.7%, with tool storage showing a green shoot uptick.
매출$1.2072B-10% 전분기 대비
주당순이익(EPS)$4.69-5% 전분기 대비
매출총이익률50.39%보고값
영업이익률20.78%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Demand
Critical industries growth strong, military flat
Technology
Investing in large language models for proprietary databases
핵심 내용 3개 더 보기
Margins
Tariff impact expected to persist, not change
Demand
Military exposure expected to improve
Demand
RS&I sets record sales despite OEM softness
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| 매출 | $1.2072B | -10% 전분기 대비 |
| 주당순이익(EPS) | $4.69 | -5% 전분기 대비 |
| 매출총이익률 | 50.39% | 보고값 |
| 영업이익률 | 20.78% | 보고값 |
| 잉여현금흐름 | $0.3475B | +36% 전분기 대비 |
| 자본지출 | $0.0212B | 보고값 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 자본지출 | FY2026 | $0.1B | $0.1B | 제시 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management repeatedly expresses confidence in the resilience of their markets, strength of their products, and their ability to navigate uncertainty, while noting green shoots in demand.
투자 및 생산능력
Management continues to invest in capacity, particularly in the CNI segment, with capital expenditures expected to be approximately $100 million for the full year 2026.
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 0개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.