在线手工艺品交易平台Etsy（ETSY）今日盘中股价大跌5.16%，投资者对公司最新发布的2025年第一季度财报反应消极。
财报显示，Etsy第一季度营收为6.5118亿美元，同比增长0.8%，略高于分析师预期的6.4267亿美元。然而，公司报告净亏损5210万美元，相当于每股亏损0.49美元，而去年同期为净利润6300万美元。调整后每股收益为0.46美元，低于分析师平均预期的0.49美元。
导致股价下跌的主要原因包括：1）每股收益不及预期；2）公司报告巨额净亏损，主要由于Reverb商誉减值1.017亿美元；3）商品销售总额（GMS）同比下降6.5%至28亿美元，反映出宏观经济波动对平台交易的负面影响。尽管如此，公司首席执行官Josh Silverman强调，调整后的EBITDA表现稳健，同比增长1.9%至1.711亿美元。
展望未来，Etsy预计第二季度GMS的下降速度将与第一季度持平或略有改善，并预计调整后的EBITDA利润率约为25%。然而，持续的经济不确定性可能会继续给公司业务带来压力。投资者将密切关注Etsy能否在未来几个季度中改善其业务表现。
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