异动解读 | Peloton股价盘后大涨10.58%,Q1业绩超预期、Q2订阅展望乐观

异动解读
Nov 07

健身器材制造商Peloton Interactive, Inc.(PTON)周四盘后股价大涨10.58%,投资者对公司最新财报表现积极反应。

根据Peloton发布的2025财年第一季度财报,公司营收达5.51亿美元,超过分析师预期的5.398亿美元。此外,公司第一季度毛利率达到51.5%,显示盈利能力有所改善。更值得关注的是,Peloton预计第二季度付费连接健身订阅将达到264万至267万,展现出良好的增长势头。

然而,值得注意的是,美国消费品安全委员会当天宣布,Peloton将召回约83.3万辆Original Bike+ PL02型自行车,原因是座管组件可能存在断裂风险。这是继2023年召回200多万辆原始型号自行车后的又一次大规模召回。尽管如此,投资者似乎更关注公司的财务表现和未来增长前景,推动股价大幅上涨。

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