{"id":6301,"date":"2026-04-23T05:59:30","date_gmt":"2026-04-23T02:29:30","guid":{"rendered":"https:\/\/fajr.news\/?p=6301"},"modified":"2026-04-23T05:59:30","modified_gmt":"2026-04-23T02:29:30","slug":"ortadogudaki-catismalar-otisi-vurdu-kuresel-tedarik-zincirleri-sarsiliyor","status":"publish","type":"post","link":"https:\/\/fajr.news\/?p=6301&lang=tr","title":{"rendered":"Ortado\u011fu’daki \u00c7at\u0131\u015fmalar Otis’i Vurdu: K\u00fcresel Tedarik Zincirleri Sars\u0131l\u0131yor"},"content":{"rendered":"
\n

Ortado\u011fu’daki \u00c7at\u0131\u015fmalar Otis’i Vurdu: K\u00fcresel Tedarik Zincirleri Sars\u0131l\u0131yor<\/h1>\n

Asans\u00f6r \u00fcreticisi dev \u015firket Otis Worldwide, Ortado\u011fu’da ya\u015fanan \u00e7at\u0131\u015fmalar\u0131n k\u00fcresel ekonomiye etkilerini bir kez daha g\u00f6zler \u00f6n\u00fcne serdi. \u015eirket, y\u0131l\u0131n ilk \u00e7eyre\u011finde yeni ekipman sat\u0131\u015flar\u0131n\u0131n, tarife bask\u0131lar\u0131 ve sevkiyat gecikmeleri<\/strong> nedeniyle ciddi \u015fekilde etkilendi\u011fini duyurdu. Bu durum, b\u00f6lgedeki istikrars\u0131zl\u0131\u011f\u0131n uluslararas\u0131 ticarete ve b\u00fcy\u00fck \u015firketlerin karl\u0131l\u0131klar\u0131na ne denli zarar verdi\u011fini a\u00e7\u0131k\u00e7a g\u00f6steriyor.<\/p>\n

Otis y\u00f6neticileri, kazan\u00e7 \u00e7a\u011fr\u0131s\u0131nda yapt\u0131klar\u0131 a\u00e7\u0131klamada, “Ortado\u011fu’daki \u00e7at\u0131\u015fmalar nedeniyle Avrupa, Ortado\u011fu ve Afrika (EMEA) b\u00f6lgelerindeki modernizasyon projelerinde gecikmeler ya\u015fad\u0131k” ifadelerini kulland\u0131. Bu gecikmeler, sadece b\u00f6lgeyi de\u011fil, k\u00fcresel \u00e7apta bir\u00e7ok projeyi de olumsuz etkiledi.<\/p>\n

Wall Street Tahminlerinin Alt\u0131nda Karl\u0131l\u0131k Beklentisi<\/h2>\n

Connecticut merkezli \u015firket, yeni asans\u00f6r ve y\u00fcr\u00fcyen merdivenlere olan talebin zay\u0131flamas\u0131n\u0131 \u00f6ng\u00f6rerek, y\u0131ll\u0131k d\u00fczeltilmi\u015f kar tahminlerini Wall Street beklentilerinin alt\u0131nda a\u00e7\u0131klad\u0131. Bu haberin ard\u0131ndan Otis hisseleri %2,1 de\u011fer kaybetti. Tarife belirsizlikleri ve jeopolitik istikrars\u0131zl\u0131k, \u015firketleri sermaye yat\u0131r\u0131mlar\u0131n\u0131 k\u0131smaya, dolay\u0131s\u0131yla Otis gibi \u00fcreticileri de olumsuz etkilemeye itiyor.<\/p>\n

Otis, 2026 y\u0131l\u0131 i\u00e7in d\u00fczeltilmi\u015f hisse ba\u015f\u0131na kar beklentisini 4,20 ila 4,24 dolar olarak belirledi. Bu rakam, LSEG taraf\u0131ndan derlenen verilere g\u00f6re analistlerin ortalama 4,26 dolarl\u0131k tahmininin biraz alt\u0131nda kal\u0131yor. \u015eirket, ilk \u00e7eyrekte maliyet bask\u0131lar\u0131 ve yat\u0131r\u0131mlardan kaynaklanan yak\u0131n vadeli bask\u0131lar\u0131n, hizmet segmentindeki marjlar\u0131 olumsuz etkiledi\u011fini belirtti.<\/p>\n

Hizmet Segmentindeki Daralma Endi\u015fe Yarat\u0131yor<\/h2>\n

Morningstar analisti Joachim Kotze, Otis’in karlar\u0131n\u0131n b\u00fcy\u00fck bir k\u0131sm\u0131n\u0131 hizmet segmentinin olu\u015fturdu\u011funa dikkat \u00e7ekerek, bu segmentteki 160 baz puanl\u0131k marj daralmas\u0131n\u0131n y\u00f6netimin kendi beklentilerinin alt\u0131nda kald\u0131\u011f\u0131n\u0131 ve marj geni\u015fleme h\u0131z\u0131 konusunda belirsizlik yaratt\u0131\u011f\u0131n\u0131 ifade etti. Bu durum, \u015firketin gelecekteki finansal sa\u011fl\u0131\u011f\u0131na dair soru i\u015faretleri do\u011furuyor.<\/p>\n

\u00d6te yandan Otis, y\u0131ll\u0131k organik yeni ekipman sat\u0131\u015flar\u0131n\u0131n d\u00fc\u015f\u00fck tek haneli rakamlarda d\u00fc\u015f\u00fc\u015f g\u00f6sterece\u011fini veya sabit kalaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcrken, hizmet sat\u0131\u015flar\u0131nda orta ila y\u00fcksek tek haneli bir art\u0131\u015f bekliyor. \u0130lk \u00e7eyrekte yeni ekipman sat\u0131\u015flar\u0131, bir \u00f6nceki y\u0131lki 1,16 milyar dolardan 1,15 milyar dolara geriledi. Bu d\u00fc\u015f\u00fc\u015f\u00fcn en b\u00fcy\u00fck nedeni ise \u00c7in’deki %20’den fazla d\u00fc\u015f\u00fc\u015f<\/strong> oldu.<\/p>\n

\u015eirketin d\u00fczeltilmi\u015f kar\u0131, 31 Mart’ta sona eren \u00e7eyrekte hisse ba\u015f\u0131na 92 sentten 89 sente d\u00fc\u015ft\u00fc. Analistler ortalama olarak hisse ba\u015f\u0131na 89 sent kar bekliyorlard\u0131. Ancak \u015firketin ilk \u00e7eyrek geliri, bir \u00f6nceki y\u0131lki 3,35 milyar dolardan 3,57 milyar dolara y\u00fckselerek 3,5 milyar dolarl\u0131k tahminleri a\u015ft\u0131.<\/p>\n

Bu geli\u015fmeler, Ortado\u011fu’daki \u00e7at\u0131\u015fmalar\u0131n sadece b\u00f6lgesel bir sorun olmaktan \u00e7\u0131k\u0131p, k\u00fcresel ekonominin en b\u00fcy\u00fck oyuncular\u0131n\u0131 dahi etkileyen bir fakt\u00f6r haline geldi\u011fini bir kez daha kan\u0131tl\u0131yor. K\u00fcresel bar\u0131\u015f ve istikrar\u0131n, ekonomik refah i\u00e7in ne denli kritik oldu\u011fu bu \u00f6rnekle bir kez daha g\u00f6zler \u00f6n\u00fcne seriliyor.<\/p>\n<\/article>\n

\n#Otis #Ortado\u011fu\u00c7at\u0131\u015fmas\u0131 #K\u00fcreselEkonomi #TedarikZinciri #TarifeBask\u0131s\u0131 #EkonomikEtki #Asans\u00f6rSekt\u00f6r\u00fc #JeopolitikRisk #TicaretGecikmeleri #WallStreet<\/p>\n","protected":false},"excerpt":{"rendered":"

Ortado\u011fu’daki \u00c7at\u0131\u015fmalar Otis’i Vurdu: K\u00fcresel Tedarik Zincirleri Sars\u0131l\u0131yor Asans\u00f6r \u00fcreticisi dev \u015firket Otis Worldwide, Ortado\u011fu’da ya\u015fanan \u00e7at\u0131\u015fmalar\u0131n k\u00fcresel ekonomiye etkilerini bir kez daha g\u00f6zler \u00f6n\u00fcne serdi. \u015eirket, y\u0131l\u0131n ilk \u00e7eyre\u011finde yeni ekipman sat\u0131\u015flar\u0131n\u0131n, tarife bask\u0131lar\u0131 ve sevkiyat gecikmeleri nedeniyle ciddi \u015fekilde etkilendi\u011fini duyurdu. Bu durum, b\u00f6lgedeki istikrars\u0131zl\u0131\u011f\u0131n uluslararas\u0131 ticarete ve b\u00fcy\u00fck \u015firketlerin karl\u0131l\u0131klar\u0131na ne denli […]<\/p>\n","protected":false},"author":2,"featured_media":6302,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-6301","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/6301","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6301"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/6301\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/6302"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6301"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6301"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}