<p>Diploma LON: DPLM 在首席執行官 Johnny Thomson 主持的電話會議中上調了全年交易預期，稱第一季度表現 “非常強勁”，並對下半年的勢頭充滿信心。管理層將有機增長指引上調至 <strong>6%–9%</strong>，同時將基於收購的增長預期維持在 <strong>3%</strong>。公司還將全年營業利潤率展望上調至 <strong>22.5%–25%</strong>，Thomson 表示這大致相當於 <strong>13% 的共識營業利潤增長</strong>。</p>
<p>Thomson 表示，集團的表現是廣泛的。雖然 Peerless 繼續表現突出，但他強調，除 Peerless 外的增長率為 “高個位數”，這遠高於集團的模型。</p>
<h2>指引變更和收益展望</h2>
<p>Thomson 將此次上調歸因於上半年的強勁表現和持續的勢頭。他補充説，基於上調的數據，公司預計今年收益將增長 <strong>超過 20%</strong>，同時 “資本回報強勁”。</p>
<p>在被問及有機增長的上調是否反映了銷量或價格時，首席財務官 Wilson 表示，Diploma 的有機增長是 “以銷量為主”。他以 Peerless 為例，指出該業務在現貨銷量上調低了價格，這有助於產生額外的銷量，以支持更可持續的長期發展。</p>
<p>關於全年增長的形態，Wilson 表示第一季度的勢頭延續到了第二季度。他重申了之前的預期，即下半年由於去年更艱難的比較將 “在數學上有所緩和”，但整體形態仍然相似，“所有指標都有效上調”。</p>
<h2>控制業務的強勁表現超越 Peerless</h2>
<p>Thomson 表示，Peerless 的交易表現 “非常好”，市場動態持續積極，市場份額不斷增加。他預計上半年將再次 “極其強勁”，儘管下半年會與強勁的比較對象有所緩和，但仍將實現 “非常好的收入和利潤增長”。</p>
<p>在被問及控制業務中超出 Peerless 的表現驅動因素時，Thomson 指出了幾個業務的強勁表現，包括：</p>
<ul>
<li><strong>IS Group</strong>，被描述為一個大型互連業務，增長率為兩位數，並且 “利潤率進展良好”，受益於能源轉型、國防以及美國、英國和歐洲的一些航空航天領域的市場份額增長。</li>
<li><strong>Clarendon</strong>，一個主要面向歐洲和美國航空航天的緊固件業務，近年來增長率保持在兩位數，並繼續實現強勁的有機增長。Thomson 表示，Diploma 已完成 “幾項小型收購” 以支持 Clarendon 的增長。</li>
<li><strong>Windy</strong>，Thomson 表示該業務 “表現出色”，受益於數據中心和分佈式天線系統，並在下半年保持良好的勢頭。</li>
</ul>
<p>在被問及 Peerless 和更廣泛市場展望時，Thomson 表示需求保持 “穩定和蓬勃發展”，指出有大量的新建項目積壓和顯著的翻新市場。他補充説，供應鏈限制沒有實質性變化，管理層預計在一到三年的視角下，這些限制不會發生變化。Thomson 強調，Peerless 的表現不僅僅是市場驅動的，提到市場份額的增長和投資計劃，以擴大在美國的機會，增加在航空航天供應鏈中的曝光率，並追求國防和太空機會以及潛在的產品擴展。</p>
<h2>密封件和生命科學評論</h2>
<p>Thomson 表示，密封件業務的表現與去年 “相當一致”。他指出，北美表現良好，得益於基礎設施和 “核能的早期進展”，而國際市場表現——特別是英國的 R&amp;G——仍然 “相當艱難”，使得上半年的行業增長大致與去年全年持平。</p>
<p>他説，生命科學業務儘管面臨困難的醫療保健背景，仍繼續實現穩定的中個位數增長。Thomson 歸功於之前在管理團隊和業務發展能力上的投資，稱公司 “必須贏得相當多的市場份額” 才能保持在中個位數範圍內。他提到在醫療技術領域的市場份額增長，以及在上半年英國和愛爾蘭的 IVD 領域 “取得了非常好的進展”。管理層表示，投資者應預計上半年的增長約為 <strong>4%–6%</strong>。</p>
<h2>國防曝光、中東發展和併購管道</h2>
<p>關於國防，Thomson 強調 Diploma 的高度多元化，國防僅佔集團收入的 “幾個百分點”，儘管他將其視為一個重要機會。他表示，公司在國防領域建立了專業知識，特別是在英國，並且最近在擴展能力。Thomson 提到在 “合格專業知識” 方面的投資，由 Controls 的首席執行官 David Goode 領導，以獲取新的市場份額機會。</p>
<p>Thomson 還討論了為支持歐洲國防需求所採取的措施，包括在捷克共和國開設新設施。他補充説，Diploma 收購了一家名為 <strong>Spring Solutions</strong> 的附屬業務，該業務主要在英國以國防為基礎，並擴展到美國和歐洲。</p>
<p>關於中東，Thomson 表示 Diploma 在那裏沒有直接的曝光，來自該地區的採購也很少。他表示，公司正在監控供應鏈、物流以及與能源成本上升相關的潛在價格通脹，但迄今為止觀察到的影響被描述為 “非常、非常零散”。他補充説，Diploma 認為自己在應對方面處於良好位置，提到過去能夠通過客户服務模型傳遞價格的能力。</p>
<p>在收購方面，湯姆森表示，公司在最近幾個季度完成了 <strong>八項收購</strong>，總支出為 <strong>1.3 億英鎊</strong>，如之前在一月份提到的。他形容短期的項目管道 “非常健康”，並表示市場條件對較小的雙邊 “文憑風格” 交易是有利的。他還指出，過去 12 到 18 個月的大型併購活動較為平靜，可能有跡象表明活動正在減緩。</p>
<p>在利潤率方面，威爾遜表示，最近的提升是由於集團規模擴大帶來的運營槓桿和利潤率提升的收購所驅動。展望未來，他表示，Peerless 的利潤率可能會適度回落，未來的收購可能會稀釋利潤率，因為公司不能指望只收購利潤率超過 25% 的企業。他將當前的利潤水平形容為 “處於高端”，同時強調對絕對利潤持續增長的預期。</p>
<h2>關於 Diploma LON: DPLM</h2>
<p>Diploma PLC 及其子公司在英國、歐洲大陸、北美及國際市場提供專業技術產品和服務。它通過三個業務部門運營：生命科學、密封件和控制。生命科學部門提供在手術室和內窺鏡手術中使用的技術驅動產品；臨牀實驗室的測試設備和服務；以及生物製藥、食品安全和測試及其他研究導向的產品。</p>
<h2>另見</h2>
<ul>
<li>我們更看好的五隻股票，勝過 Diploma</li>
</ul>
<p><em>此即時新聞提醒由敍事科學技術和 MarketBeat 的金融數據生成，以便為讀者提供最快的報道和公正的覆蓋。如對本故事有任何問題或意見，請發送郵件至 contact@marketbeat.com。</em></p>
<h2>你現在應該投資$1,000 在 Diploma 嗎？</h2>
<p>在考慮 Diploma 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻頂級分析師悄悄建議客户現在購買的股票，以便在更廣泛的市場注意到之前...而 Diploma 並不在名單上。</p>
<p>雖然 Diploma 目前在分析師中獲得了適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

DPLM

<p>Diploma (LON:DPLM) 在強勁的上半年業績後，上調了全年交易預期，將有機增長指引提高至 6%-9%，運營利潤率展望提升至 22.5%-25%。首席執行官 Johnny Thomson 強調了廣泛的業績表現，Peerless 和其他業務做出了顯著貢獻。公司預計今年的收益增長將超過 20%，這主要得益於以量為主的有機增長。儘管由於更為嚴峻的比較，預計下半年會有所放緩，但整體勢頭依然積極。Thomson 還提到，密封件和生命科學領域的穩定增長，重點關注國防機會和市場份額的擴展</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 在首席執行官 Johnny Thomson 主持的電話會議中上調了全年交易預期，稱第一季度表現 “非常強勁”，並對下半年的勢頭充滿信心。管理層將有機增長指引上調至 <strong>6%–9%</strong>，同時將基於收購的增長預期維持在 <strong>3%</strong>。公司還將全年營業利潤率展望上調至 <strong>22.5%–25%</strong>，Thomson 表示這大致相當於 <strong>13% 的共識營業利潤增長</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，集團的表現是廣泛的。雖然 Peerless 繼續表現突出，但他強調，除 Peerless 外的增長率為 “高個位數”，這遠高於集團的模型。</p>
</div><h2>Guidance changes and earnings outlook</h2>
<div class="lb-trans"><h2>指引變更和收益展望</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 將此次上調歸因於上半年的強勁表現和持續的勢頭。他補充説，基於上調的數據，公司預計今年收益將增長 <strong>超過 20%</strong>，同時 “資本回報強勁”。</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>在被問及有機增長的上調是否反映了銷量或價格時，首席財務官 Wilson 表示，Diploma 的有機增長是 “以銷量為主”。他以 Peerless 為例，指出該業務在現貨銷量上調低了價格，這有助於產生額外的銷量，以支持更可持續的長期發展。</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>關於全年增長的形態，Wilson 表示第一季度的勢頭延續到了第二季度。他重申了之前的預期，即下半年由於去年更艱難的比較將 “在數學上有所緩和”，但整體形態仍然相似，“所有指標都有效上調”。</p>
</div><h2>Controls strength extends beyond Peerless</h2>
<div class="lb-trans"><h2>控制業務的強勁表現超越 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 的交易表現 “非常好”，市場動態持續積極，市場份額不斷增加。他預計上半年將再次 “極其強勁”，儘管下半年會與強勁的比較對象有所緩和，但仍將實現 “非常好的收入和利潤增長”。</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>在被問及控制業務中超出 Peerless 的表現驅動因素時，Thomson 指出了幾個業務的強勁表現，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>，被描述為一個大型互連業務，增長率為兩位數，並且 “利潤率進展良好”，受益於能源轉型、國防以及美國、英國和歐洲的一些航空航天領域的市場份額增長。</li>
<li><strong>Clarendon</strong>，一個主要面向歐洲和美國航空航天的緊固件業務，近年來增長率保持在兩位數，並繼續實現強勁的有機增長。Thomson 表示，Diploma 已完成 “幾項小型收購” 以支持 Clarendon 的增長。</li>
<li><strong>Windy</strong>，Thomson 表示該業務 “表現出色”，受益於數據中心和分佈式天線系統，並在下半年保持良好的勢頭。</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>在被問及 Peerless 和更廣泛市場展望時，Thomson 表示需求保持 “穩定和蓬勃發展”，指出有大量的新建項目積壓和顯著的翻新市場。他補充説，供應鏈限制沒有實質性變化，管理層預計在一到三年的視角下，這些限制不會發生變化。Thomson 強調，Peerless 的表現不僅僅是市場驅動的，提到市場份額的增長和投資計劃，以擴大在美國的機會，增加在航空航天供應鏈中的曝光率，並追求國防和太空機會以及潛在的產品擴展。</p>
</div><h2>Seals and Life Sciences commentary</h2>
<div class="lb-trans"><h2>密封件和生命科學評論</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，密封件業務的表現與去年 “相當一致”。他指出，北美表現良好，得益於基礎設施和 “核能的早期進展”，而國際市場表現——特別是英國的 R&amp;G——仍然 “相當艱難”，使得上半年的行業增長大致與去年全年持平。</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>他説，生命科學業務儘管面臨困難的醫療保健背景，仍繼續實現穩定的中個位數增長。Thomson 歸功於之前在管理團隊和業務發展能力上的投資，稱公司 “必須贏得相當多的市場份額” 才能保持在中個位數範圍內。他提到在醫療技術領域的市場份額增長，以及在上半年英國和愛爾蘭的 IVD 領域 “取得了非常好的進展”。管理層表示，投資者應預計上半年的增長約為 <strong>4%–6%</strong>。</p>
</div><h2>Defense exposure, Middle East developments, and M&amp;A pipeline</h2>
<div class="lb-trans"><h2>國防曝光、中東發展和併購管道</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>關於國防，Thomson 強調 Diploma 的高度多元化，國防僅佔集團收入的 “幾個百分點”，儘管他將其視為一個重要機會。他表示，公司在國防領域建立了專業知識，特別是在英國，並且最近在擴展能力。Thomson 提到在 “合格專業知識” 方面的投資，由 Controls 的首席執行官 David Goode 領導，以獲取新的市場份額機會。</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 還討論了為支持歐洲國防需求所採取的措施，包括在捷克共和國開設新設施。他補充説，Diploma 收購了一家名為 <strong>Spring Solutions</strong> 的附屬業務，該業務主要在英國以國防為基礎，並擴展到美國和歐洲。</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>關於中東，Thomson 表示 Diploma 在那裏沒有直接的曝光，來自該地區的採購也很少。他表示，公司正在監控供應鏈、物流以及與能源成本上升相關的潛在價格通脹，但迄今為止觀察到的影響被描述為 “非常、非常零散”。他補充説，Diploma 認為自己在應對方面處於良好位置，提到過去能夠通過客户服務模型傳遞價格的能力。</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>在收購方面，湯姆森表示，公司在最近幾個季度完成了 <strong>八項收購</strong>，總支出為 <strong>1.3 億英鎊</strong>，如之前在一月份提到的。他形容短期的項目管道 “非常健康”，並表示市場條件對較小的雙邊 “文憑風格” 交易是有利的。他還指出，過去 12 到 18 個月的大型併購活動較為平靜，可能有跡象表明活動正在減緩。</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>在利潤率方面，威爾遜表示，最近的提升是由於集團規模擴大帶來的運營槓桿和利潤率提升的收購所驅動。展望未來，他表示，Peerless 的利潤率可能會適度回落，未來的收購可能會稀釋利潤率，因為公司不能指望只收購利潤率超過 25% 的企業。他將當前的利潤水平形容為 “處於高端”，同時強調對絕對利潤持續增長的預期。</p>
</div><h2>About Diploma LON: DPLM</h2>
<div class="lb-trans"><h2>關於 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 及其子公司在英國、歐洲大陸、北美及國際市場提供專業技術產品和服務。它通過三個業務部門運營：生命科學、密封件和控制。生命科學部門提供在手術室和內窺鏡手術中使用的技術驅動產品；臨牀實驗室的測試設備和服務；以及生物製藥、食品安全和測試及其他研究導向的產品。</p>
</div><h2>See Also</h2>
<div class="lb-trans"><h2>另見</h2>
</div><ul>
<li>Five stocks we like better than Diploma</li>
</ul>
<div class="lb-trans"><ul>
<li>我們更看好的五隻股票，勝過 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>此即時新聞提醒由敍事科學技術和 MarketBeat 的金融數據生成，以便為讀者提供最快的報道和公正的覆蓋。如對本故事有任何問題或意見，請發送郵件至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in Diploma Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資$1,000 在 Diploma 嗎？</h2>
</div><p>Before you consider Diploma, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮 Diploma 之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻頂級分析師悄悄建議客户現在購買的股票，以便在更廣泛的市場注意到之前...而 Diploma 並不在名單上。</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>雖然 Diploma 目前在分析師中獲得了適度買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

Diploma 在 “非常強勁” 的上半年表現後，上調了全年展望，將有機增長率提升至 6%–9%，並將利潤率提升至 25%