异动解读|亚玛芬体育盘中下跌5.11%,Q3指引不及预期叠加SG&A前景承压

行情直击
Aug 20

8月20日,亚玛芬体育盘中下跌5.11%,报32.27美元/股,成交额1.9亿美元。

消息面上,尽管公司Q2业绩大幅超预期(调整后EPS 0.22美元,超预期100%;营收16.33亿美元,超预期约6%),并将全年EPS指引上调至1.27-1.30美元,但Q3指引明显低于市场预期——公司预计Q3调整后EPS为0.31至0.33美元,而分析师预期为0.39美元。此外,UBS指出公司SG&A费用展望高于预期,可能压制市场情绪。多家机构下调目标价,Truist从50美元降至42美元,德银从52美元降至50美元。服装行业整体承压,Capri跌4.62%、威富集团跌2.92%、lululemon跌3.2%。

亚玛芬体育是全球标志性运动和户外品牌集团,旗下拥有Arc'teryx、Salomon、Wilson等知名品牌,以精细工艺与优质市场定位著称。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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