异动解读 | 佳明股价盘中大跌12.84%,尽管上调全年利润预期,但运营成本上升引发投资者担忧

异动解读
Oct 29, 2025

GPS设备制造商佳明(GRMN)今日盘中股价大跌12.84%,引发市场关注。尽管公司上调了全年利润预期,但第三季度财报显示运营成本上升和部分业务板块收入下滑,引发了投资者的担忧。

根据佳明公布的最新财报,公司第三季度经调整后的每股收益为1.99美元,高于市场预期的1.96美元。同时,公司将全年每股收益预期从此前的8美元上调至8.15美元。然而,这些积极因素似乎被其他财务指标所掩盖。

值得注意的是,佳明第三季度总运营费用增长15%,达到5.9亿美元。公司表示,这主要与人员相关成本上升有关,影响了研发以及销售、一般和管理费用。此外,户外业务板块收入下降5%,主要受到汽车用GPS和探险手表产品疲软的影响。汽车原始设备制造商(OEM)业务板块收入也下降了2%。这些因素综合导致投资者对公司未来增长前景产生担忧,从而引发了股价的大幅下跌。

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