异动解读 | 凯西便利店盘前大涨10.16%,第四季度业绩超预期且上调股息

异动解读
Jun 10

美国便利店巨头凯西便利店(Casey's General Stores,股票代码:CASY)周二盘前大涨10.16%,投资者对公司最新发布的财报表现出强烈信心。

根据公司公布的2025财年第四季度财报,凯西便利店实现营收39.9亿美元,高于分析师预期的39.3亿美元;每股收益(EPS)达2.63美元,大幅超越市场预期的2.01美元。值得注意的是,公司店内同店销售额同比增长1.7%,燃料同店销量较上年同期小幅增长0.1%。这些数据显示,凯西便利店在竞争激烈的零售环境中保持了强劲的业务增长。

除了亮眼的财务业绩外,凯西便利店还宣布将季度股息提高14%至每股0.57美元,进一步提振了投资者信心。公司对2026财年的展望同样乐观,预计EBITDA将增长10%至12%,店内同店销售额预计增长2%至5%。此外,公司计划在2026财年新开至少80家门店,显示出积极的扩张策略。凯西便利店稳健的财务状况和明确的增长计划,无疑是推动股价大幅上涨的关键因素。

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