惠而浦表示在关税冲击下接近转折点

投资观察
Oct 28, 2025

惠而浦表示,随着关税的全面施加,公司开始发挥作为国内制造商的优势,尤其是在外资竞争者身上。

这家总部位于密歇根州的家电制造商指出,亚洲竞争对手花费了大部分时间试图通过超过市场需求的进口量来避开关税。针对进口家电的关税在十月初之前并未完全生效;首席执行官Marc Bitzer表示,横渡大洋的运输量现正减缓。

惠而浦在美国销售的产品中,约80%是在本土制造,公司称这一比例优于竞争对手。尽管针对进口零部件和部分成品的关税将惠而浦的成本增加约3%,但它表示竞争对手将面临高达15%的成本提升,这对公司有利。

Bitzer在分析师会议上表示:“问题不是是否会发生,而是何时会发生,我们相信我们正接近转折点。”

惠而浦超出了季度净销售和调整后每股收益的预期,并将年度指引下调至每股7美元。该股周二上午上涨近3%,随后有所回落。

(完)

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