<p>Diploma LON: DPLM 在首席执行官 Johnny Thomson 主持的电话会议中上调了全年交易预期，称第一季度表现 “非常强劲”，并对下半年的势头充满信心。管理层将有机增长指引上调至 <strong>6%–9%</strong>，同时将基于收购的增长预期维持在 <strong>3%</strong>。公司还将全年营业利润率展望上调至 <strong>22.5%–25%</strong>，Thomson 表示这大致相当于 <strong>13% 的共识营业利润增长</strong>。</p>
<p>Thomson 表示，集团的表现是广泛的。虽然 Peerless 继续表现突出，但他强调，除 Peerless 外的增长率为 “高个位数”，这远高于集团的模型。</p>
<h2>指引变更和收益展望</h2>
<p>Thomson 将此次上调归因于上半年的强劲表现和持续的势头。他补充说，基于上调的数据，公司预计今年收益将增长 <strong>超过 20%</strong>，同时 “资本回报强劲”。</p>
<p>在被问及有机增长的上调是否反映了销量或价格时，首席财务官 Wilson 表示，Diploma 的有机增长是 “以销量为主”。他以 Peerless 为例，指出该业务在现货销量上调低了价格，这有助于产生额外的销量，以支持更可持续的长期发展。</p>
<p>关于全年增长的形态，Wilson 表示第一季度的势头延续到了第二季度。他重申了之前的预期，即下半年由于去年更艰难的比较将 “在数学上有所缓和”，但整体形态仍然相似，“所有指标都有效上调”。</p>
<h2>控制业务的强劲表现超越 Peerless</h2>
<p>Thomson 表示，Peerless 的交易表现 “非常好”，市场动态持续积极，市场份额不断增加。他预计上半年将再次 “极其强劲”，尽管下半年会与强劲的比较对象有所缓和，但仍将实现 “非常好的收入和利润增长”。</p>
<p>在被问及控制业务中超出 Peerless 的表现驱动因素时，Thomson 指出了几个业务的强劲表现，包括：</p>
<ul>
<li><strong>IS Group</strong>，被描述为一个大型互连业务，增长率为两位数，并且 “利润率进展良好”，受益于能源转型、国防以及美国、英国和欧洲的一些航空航天领域的市场份额增长。</li>
<li><strong>Clarendon</strong>，一个主要面向欧洲和美国航空航天的紧固件业务，近年来增长率保持在两位数，并继续实现强劲的有机增长。Thomson 表示，Diploma 已完成 “几项小型收购” 以支持 Clarendon 的增长。</li>
<li><strong>Windy</strong>，Thomson 表示该业务 “表现出色”，受益于数据中心和分布式天线系统，并在下半年保持良好的势头。</li>
</ul>
<p>在被问及 Peerless 和更广泛市场展望时，Thomson 表示需求保持 “稳定和蓬勃发展”，指出有大量的新建项目积压和显著的翻新市场。他补充说，供应链限制没有实质性变化，管理层预计在一到三年的视角下，这些限制不会发生变化。Thomson 强调，Peerless 的表现不仅仅是市场驱动的，提到市场份额的增长和投资计划，以扩大在美国的机会，增加在航空航天供应链中的曝光率，并追求国防和太空机会以及潜在的产品扩展。</p>
<h2>密封件和生命科学评论</h2>
<p>Thomson 表示，密封件业务的表现与去年 “相当一致”。他指出，北美表现良好，得益于基础设施和 “核能的早期进展”，而国际市场表现——特别是英国的 R&amp;G——仍然 “相当艰难”，使得上半年的行业增长大致与去年全年持平。</p>
<p>他说，生命科学业务尽管面临困难的医疗保健背景，仍继续实现稳定的中个位数增长。Thomson 归功于之前在管理团队和业务发展能力上的投资，称公司 “必须赢得相当多的市场份额” 才能保持在中个位数范围内。他提到在医疗技术领域的市场份额增长，以及在上半年英国和爱尔兰的 IVD 领域 “取得了非常好的进展”。管理层表示，投资者应预计上半年的增长约为 <strong>4%–6%</strong>。</p>
<h2>国防曝光、中东发展和并购管道</h2>
<p>关于国防，Thomson 强调 Diploma 的高度多元化，国防仅占集团收入的 “几个百分点”，尽管他将其视为一个重要机会。他表示，公司在国防领域建立了专业知识，特别是在英国，并且最近在扩展能力。Thomson 提到在 “合格专业知识” 方面的投资，由 Controls 的首席执行官 David Goode 领导，以获取新的市场份额机会。</p>
<p>Thomson 还讨论了为支持欧洲国防需求所采取的措施，包括在捷克共和国开设新设施。他补充说，Diploma 收购了一家名为 <strong>Spring Solutions</strong> 的附属业务，该业务主要在英国以国防为基础，并扩展到美国和欧洲。</p>
<p>关于中东，Thomson 表示 Diploma 在那里没有直接的曝光，来自该地区的采购也很少。他表示，公司正在监控供应链、物流以及与能源成本上升相关的潜在价格通胀，但迄今为止观察到的影响被描述为 “非常、非常零散”。他补充说，Diploma 认为自己在应对方面处于良好位置，提到过去能够通过客户服务模型传递价格的能力。</p>
<p>在收购方面，汤姆森表示，公司在最近几个季度完成了 <strong>八项收购</strong>，总支出为 <strong>1.3 亿英镑</strong>，如之前在一月份提到的。他形容短期的项目管道 “非常健康”，并表示市场条件对较小的双边 “文凭风格” 交易是有利的。他还指出，过去 12 到 18 个月的大型并购活动较为平静，可能有迹象表明活动正在减缓。</p>
<p>在利润率方面，威尔逊表示，最近的提升是由于集团规模扩大带来的运营杠杆和利润率提升的收购所驱动。展望未来，他表示，Peerless 的利润率可能会适度回落，未来的收购可能会稀释利润率，因为公司不能指望只收购利润率超过 25% 的企业。他将当前的利润水平形容为 “处于高端”，同时强调对绝对利润持续增长的预期。</p>
<h2>关于 Diploma LON: DPLM</h2>
<p>Diploma PLC 及其子公司在英国、欧洲大陆、北美及国际市场提供专业技术产品和服务。它通过三个业务部门运营：生命科学、密封件和控制。生命科学部门提供在手术室和内窥镜手术中使用的技术驱动产品；临床实验室的测试设备和服务；以及生物制药、食品安全和测试及其他研究导向的产品。</p>
<h2>另见</h2>
<ul>
<li>我们更看好的五只股票，胜过 Diploma</li>
</ul>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资$1,000 在 Diploma 吗？</h2>
<p>在考虑 Diploma 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前...而 Diploma 并不在名单上。</p>
<p>虽然 Diploma 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

DPLM

<p>Diploma (LON:DPLM) 在强劲的上半年业绩后，上调了全年交易预期，将有机增长指引提高至 6%-9%，运营利润率展望提升至 22.5%-25%。首席执行官 Johnny Thomson 强调了广泛的业绩表现，Peerless 和其他业务做出了显著贡献。公司预计今年的收益增长将超过 20%，这主要得益于以量为主的有机增长。尽管由于更为严峻的比较，预计下半年会有所放缓，但整体势头依然积极。Thomson 还提到，密封件和生命科学领域的稳定增长，重点关注国防机会和市场份额的扩展</p>

<p>Diploma LON: DPLM upgraded its full-year trading expectations during a conference call led by CEO Johnny Thomson, citing a “very strong” first half and confidence in momentum into the second half. Management raised organic growth guidance to <strong>6%–9%</strong>, while leaving acquisition-driven growth expectations at <strong>3%</strong>. The company also lifted its full-year operating margin outlook to <strong>22.5%–25%</strong>, which Thomson said equates broadly to a <strong>13% increase to consensus operating profit</strong>.</p>
<div class="lb-trans"><p>Diploma LON: DPLM 在首席执行官 Johnny Thomson 主持的电话会议中上调了全年交易预期，称第一季度表现 “非常强劲”，并对下半年的势头充满信心。管理层将有机增长指引上调至 <strong>6%–9%</strong>，同时将基于收购的增长预期维持在 <strong>3%</strong>。公司还将全年营业利润率展望上调至 <strong>22.5%–25%</strong>，Thomson 表示这大致相当于 <strong>13% 的共识营业利润增长</strong>。</p>
</div><p>Thomson said the group’s performance has been broad-based. While Peerless continues to stand out, he highlighted that growth excluding Peerless is running at “high single digits,” which he said is well above the group’s model.</p>
<div class="lb-trans"><p>Thomson 表示，集团的表现是广泛的。虽然 Peerless 继续表现突出，但他强调，除 Peerless 外的增长率为 “高个位数”，这远高于集团的模型。</p>
</div><h2>Guidance changes and earnings outlook</h2>
<div class="lb-trans"><h2>指引变更和收益展望</h2>
</div><p>Thomson attributed the upgrade to strength in the first half and sustained momentum. He added that, with the upgraded numbers, the company expects earnings to rise by <strong>over 20%</strong> this year, alongside “strong returns on capital.”</p>
<div class="lb-trans"><p>Thomson 将此次上调归因于上半年的强劲表现和持续的势头。他补充说，基于上调的数据，公司预计今年收益将增长 <strong>超过 20%</strong>，同时 “资本回报强劲”。</p>
</div><p>Asked whether the organic growth upgrade reflects volume or pricing, CFO Wilson said Diploma’s organic growth is “volume led.” He gave Peerless as an example, noting that the business moderated prices on spot volumes, which helped generate additional volume intended to support a more sustainable long-term profile.</p>
<div class="lb-trans"><p>在被问及有机增长的上调是否反映了销量或价格时，首席财务官 Wilson 表示，Diploma 的有机增长是 “以销量为主”。他以 Peerless 为例，指出该业务在现货销量上调低了价格，这有助于产生额外的销量，以支持更可持续的长期发展。</p>
</div><p>On the shape of growth through the year, Wilson said momentum seen in the first quarter continued into the second quarter. He reiterated earlier expectations that the second half would “mathematically moderate” due to tougher comparisons in the prior year, but said the overall shape remains similar with “everything being raised effectively.”</p>
<div class="lb-trans"><p>关于全年增长的形态，Wilson 表示第一季度的势头延续到了第二季度。他重申了之前的预期，即下半年由于去年更艰难的比较将 “在数学上有所缓和”，但整体形态仍然相似，“所有指标都有效上调”。</p>
</div><h2>Controls strength extends beyond Peerless</h2>
<div class="lb-trans"><h2>控制业务的强劲表现超越 Peerless</h2>
</div><p>Thomson said Peerless continues to trade “very well,” with sustainable positive market dynamics and market share gains. He expects the first half to be “incredibly strong” again, with some moderation in the second half against a strong comparator, but still landing “very good revenue and profit growth.”</p>
<div class="lb-trans"><p>Thomson 表示，Peerless 的交易表现 “非常好”，市场动态持续积极，市场份额不断增加。他预计上半年将再次 “极其强劲”，尽管下半年会与强劲的比较对象有所缓和，但仍将实现 “非常好的收入和利润增长”。</p>
</div><p>In response to questions about what is driving better-than-expected performance within Controls beyond Peerless, Thomson pointed to strength in several businesses, including:</p>
<div class="lb-trans"><p>在被问及控制业务中超出 Peerless 的表现驱动因素时，Thomson 指出了几个业务的强劲表现，包括：</p>
</div><ul>
<li><strong>IS Group</strong>, described as a large interconnect business with double-digit growth and “great margin progress,” benefiting from exposure to energy transition, defense, and some aerospace across the U.S., the U.K., and Europe, along with market share gains.</li>
<li><strong>Clarendon</strong>, a fasteners business with principal exposure to aerospace in Europe and the U.S., which has been growing at double digits for several years and continues to deliver strong organic growth. Thomson said Diploma has completed “a couple of small bolt-ons” to support Clarendon’s growth.</li>
<li><strong>Windy</strong>, which Thomson said is having a “great year,” supported by exposure to data centers and distributed antenna systems and carrying good momentum into the second half.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>IS Group</strong>，被描述为一个大型互连业务，增长率为两位数，并且 “利润率进展良好”，受益于能源转型、国防以及美国、英国和欧洲的一些航空航天领域的市场份额增长。</li>
<li><strong>Clarendon</strong>，一个主要面向欧洲和美国航空航天的紧固件业务，近年来增长率保持在两位数，并继续实现强劲的有机增长。Thomson 表示，Diploma 已完成 “几项小型收购” 以支持 Clarendon 的增长。</li>
<li><strong>Windy</strong>，Thomson 表示该业务 “表现出色”，受益于数据中心和分布式天线系统，并在下半年保持良好的势头。</li>
</ul>
</div><p>Asked about Peerless and the broader market outlook, Thomson said demand remains “consistent and thriving,” pointing to a large backlog of new builds and a significant refurbishment market. He added that supply chain constraints have not meaningfully changed and that management does not expect a shift in those constraints over a one-to-three-year view. Thomson emphasized that the Peerless performance is not only market-driven, citing market share gains and investment plans to expand opportunity in the U.S., increase exposure within the aerospace supply chain, and pursue defense and space opportunities as well as potential product expansion.</p>
<div class="lb-trans"><p>在被问及 Peerless 和更广泛市场展望时，Thomson 表示需求保持 “稳定和蓬勃发展”，指出有大量的新建项目积压和显著的翻新市场。他补充说，供应链限制没有实质性变化，管理层预计在一到三年的视角下，这些限制不会发生变化。Thomson 强调，Peerless 的表现不仅仅是市场驱动的，提到市场份额的增长和投资计划，以扩大在美国的机会，增加在航空航天供应链中的曝光率，并追求国防和太空机会以及潜在的产品扩展。</p>
</div><h2>Seals and Life Sciences commentary</h2>
<div class="lb-trans"><h2>密封件和生命科学评论</h2>
</div><p>Thomson said Seals is running “fairly consistent” with last year. He noted North America is doing well, supported by infrastructure and “early progress in nuclear,” while international performance—particularly R&amp;G in the U.K.—has remained “pretty tough,” holding sector growth for the first half broadly in line with the full year last year.</p>
<div class="lb-trans"><p>Thomson 表示，密封件业务的表现与去年 “相当一致”。他指出，北美表现良好，得益于基础设施和 “核能的早期进展”，而国际市场表现——特别是英国的 R&amp;G——仍然 “相当艰难”，使得上半年的行业增长大致与去年全年持平。</p>
</div><p>Life Sciences, he said, continues to deliver stable mid-single-digit growth despite a difficult healthcare backdrop. Thomson credited prior investments in management teams and business development capabilities, saying the company is “having to win quite a lot of market share” to stay in the mid-single-digit range. He cited market share gains in MedTech and “really good progress” in IVD in the U.K. and Ireland during the half. Management said investors should expect around <strong>4%–6%</strong> growth for the half year.</p>
<div class="lb-trans"><p>他说，生命科学业务尽管面临困难的医疗保健背景，仍继续实现稳定的中个位数增长。Thomson 归功于之前在管理团队和业务发展能力上的投资，称公司 “必须赢得相当多的市场份额” 才能保持在中个位数范围内。他提到在医疗技术领域的市场份额增长，以及在上半年英国和爱尔兰的 IVD 领域 “取得了非常好的进展”。管理层表示，投资者应预计上半年的增长约为 <strong>4%–6%</strong>。</p>
</div><h2>Defense exposure, Middle East developments, and M&amp;A pipeline</h2>
<div class="lb-trans"><h2>国防曝光、中东发展和并购管道</h2>
</div><p>On defense, Thomson stressed that Diploma is highly diversified and that defense is only “a few percent” of group revenue, though he described it as a significant opportunity. He said the company has established expertise in defense, particularly in the U.K., and has been expanding capabilities more recently. Thomson noted investment behind “qualified expertise” led by David Goode, CEO of Controls, to access new market share opportunities.</p>
<div class="lb-trans"><p>关于国防，Thomson 强调 Diploma 的高度多元化，国防仅占集团收入的 “几个百分点”，尽管他将其视为一个重要机会。他表示，公司在国防领域建立了专业知识，特别是在英国，并且最近在扩展能力。Thomson 提到在 “合格专业知识” 方面的投资，由 Controls 的首席执行官 David Goode 领导，以获取新的市场份额机会。</p>
</div><p>Thomson also discussed steps taken to support European defense demand, including the opening of a new facility in the Czech Republic. He added that Diploma acquired a bolt-on business called <strong>Spring Solutions</strong>, which he described as principally defense-based in the U.K. with expansion into the U.S. and Europe.</p>
<div class="lb-trans"><p>Thomson 还讨论了为支持欧洲国防需求所采取的措施，包括在捷克共和国开设新设施。他补充说，Diploma 收购了一家名为 <strong>Spring Solutions</strong> 的附属业务，该业务主要在英国以国防为基础，并扩展到美国和欧洲。</p>
</div><p>Regarding the Middle East, Thomson said Diploma has no direct exposure there and minimal sourcing from the region. He said the company is monitoring supply chains, logistics, and potential pricing inflation tied to increased energy costs, but described any observed impact as “very, very patchy” so far. He added that Diploma believes it is well positioned to respond, referencing past ability to pass on prices through its customer service model.</p>
<div class="lb-trans"><p>关于中东，Thomson 表示 Diploma 在那里没有直接的曝光，来自该地区的采购也很少。他表示，公司正在监控供应链、物流以及与能源成本上升相关的潜在价格通胀，但迄今为止观察到的影响被描述为 “非常、非常零散”。他补充说，Diploma 认为自己在应对方面处于良好位置，提到过去能够通过客户服务模型传递价格的能力。</p>
</div><p>On acquisitions, Thomson said the company completed <strong>eight acquisitions</strong> for a total spend of <strong>GBP 130 million</strong> in recent quarters, as referenced previously in January. He described the short-term pipeline as “very healthy,” and said market conditions have been favorable for smaller, bilateral “Diploma style” deals. He also noted that larger M&amp;A has been quieter over the last 12 to 18 months, with possible signs that activity may be easing.</p>
<div class="lb-trans"><p>在收购方面，汤姆森表示，公司在最近几个季度完成了 <strong>八项收购</strong>，总支出为 <strong>1.3 亿英镑</strong>，如之前在一月份提到的。他形容短期的项目管道 “非常健康”，并表示市场条件对较小的双边 “文凭风格” 交易是有利的。他还指出，过去 12 到 18 个月的大型并购活动较为平静，可能有迹象表明活动正在减缓。</p>
</div><p>On margins, Wilson said recent step-ups have been driven by operating leverage as the group scales and by margin-accretive acquisitions. Looking ahead, he said Peerless margins may moderate, and that future acquisitions could dilute margin because the company cannot expect to only buy businesses above 25% margin. He characterized the current margin level as “at the top end,” while emphasizing expectations for continued growth in absolute profit.</p>
<div class="lb-trans"><p>在利润率方面，威尔逊表示，最近的提升是由于集团规模扩大带来的运营杠杆和利润率提升的收购所驱动。展望未来，他表示，Peerless 的利润率可能会适度回落，未来的收购可能会稀释利润率，因为公司不能指望只收购利润率超过 25% 的企业。他将当前的利润水平形容为 “处于高端”，同时强调对绝对利润持续增长的预期。</p>
</div><h2>About Diploma LON: DPLM</h2>
<div class="lb-trans"><h2>关于 Diploma LON: DPLM</h2>
</div><p>Diploma PLC, together with its subsidiaries, supplies specialized technical products and services in the United Kingdom, Continental Europe, North America, and internationally. It operates through three business sectors: Life Sciences, Seals, and Controls. The Life Sciences sector supplies technology-enabled products used in surgical procedures in operating theatres and endoscopy; testing equipment and services for clinical laboratories; and bio-pharma, food safety and testing, and other research-oriented products.</p>
<div class="lb-trans"><p>Diploma PLC 及其子公司在英国、欧洲大陆、北美及国际市场提供专业技术产品和服务。它通过三个业务部门运营：生命科学、密封件和控制。生命科学部门提供在手术室和内窥镜手术中使用的技术驱动产品；临床实验室的测试设备和服务；以及生物制药、食品安全和测试及其他研究导向的产品。</p>
</div><h2>See Also</h2>
<div class="lb-trans"><h2>另见</h2>
</div><ul>
<li>Five stocks we like better than Diploma</li>
</ul>
<div class="lb-trans"><ul>
<li>我们更看好的五只股票，胜过 Diploma</li>
</ul>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in Diploma Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资$1,000 在 Diploma 吗？</h2>
</div><p>Before you consider Diploma, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Diploma 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Diploma wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前...而 Diploma 并不在名单上。</p>
</div><p>While Diploma currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Diploma 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Diploma 在 “非常强劲” 的上半年表现后，上调了全年展望，将有机增长率提升至 6%–9%，并将利润率提升至 25%