健身器材和内容提供商Peloton Interactive, Inc.（PTON）周四盘中股价大跌13.25%，主要原因是公司公布的第三季度财报不及预期，显示公司转型面临挑战。
根据财报，截至3月31日的第三财季，Peloton每股亏损12美分，远超分析师预期的6美分亏损。虽然公司营收为6.24亿美元，略高于华尔街预期的6.19亿美元，但同比下降13%，这已经是连续第三个季度出现同比销售额下降。更令投资者担忧的是，公司付费会员总数降至610万，较上年同期减少约50万。
尽管Peloton上调了2025财年的收入预期至24.6亿至24.7亿美元，但投资者似乎对公司从硬件向软件的转型战略持谨慎态度。公司硬件产品销售额下滑27%，应用程序订阅收入下降4%，反映出后疫情时代需求持续低迷。此外，公司预计关税压力将在第四财季导致自由现金流减少500万美元，这也给未来盈利前景蒙上阴影。新任CEO Peter Stern表示公司将很快公布2026财年的前瞻性计划，但市场似乎需要更多时间来评估公司的长期增长潜力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.