全球营销巨头宏盟集团披露2025年第二季度业绩:总营收达40.15亿美元,较上年同期的38.54亿美元实现稳步提升。在排除汇率及收购因素后,核心业务有机增长率锁定3.0%。当季净利润录得2.576亿美元,相比2024年同期的3.281亿美元有所回落;稀释后每股收益1.31美元,较去年同期的1.65美元小幅下调。
值得关注的是,非GAAP调整后净利润攀升至4.011亿美元,经调整EBITA(息税摊销前利润)达6.138亿美元,利润率维持在15.3%的健康水平。业务板块呈现显著分化——媒体与广告部门以8.2%的有机增长率强势领跑,精准营销业务紧随其后实现5.0%增长;而公共关系、品牌与零售商务板块则分别下滑9.3%和16.9%。
区域市场表现同样呈现梯度格局:拉丁美洲市场以18.0%的爆发性增长冠绝全球,美国本土市场则取得3.0%的稳健增幅。财报特别强调,持续投入的Omni智能平台正成为驱动业务转型的关键引擎,显著提升运营效能与商业转化效率。
重大并购方面传来新进展:集团对竞争对手埃培浦(Interpublic)的战略收购已通过美国反垄断审查,这项行业格局重塑级交易有望于今年晚些时候正式收官。
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