泰森食品(TSN)今日盘中股价大幅下挫5.11%，引发市场广泛关注。
消息面上，公司此前公布了逊于预期的第三财季业绩并下调了全年利润指引。受美国活牛供应持续紧张影响，牲畜成本居高不下，泰森食品的牛肉业务亏损进一步扩大。公司预计牛肉业务全年经调整营业亏损将达5亿至6.5亿美元，高于此前预期的3.5亿至5亿美元。此外，第三财季销售额为138.7亿美元，低于分析师预期的141.2亿美元，营收表现不及预期。
由于多年干旱导致牧场干涸、饲料成本上涨，美国牛群规模已降至75年来最低水平，这推高了牛肉价格并压缩了肉类加工企业的利润率。价格上涨也抑制了终端消费需求，牛肉销量同比下降15.9%。公司将2026财年经调整营业利润预期从此前的22亿至24亿美元下调至21亿至23亿美元，全年营收增长预期也收窄至2.5%至3.5%，低于市场预期的4.3%。
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