异动解读 | Kenvue盘前大涨5.11%,第一季度业绩超预期

异动解读
08 May

周四盘前,消费者保健公司Kenvue Inc(KVUE)股价大涨5.11%,主要受益于公司第一季度财报优于预期。

根据公司公布的财报,Kenvue第一季度调整后每股收益为24美分,高于分析师平均预期的23美分。公司营收达到37.4亿美元,同样超过市场预期的36.7亿美元。这一亮眼业绩主要得益于自助护理部门的强劲表现,尤其是泰诺(Tylenol)和苯海拉明(Benadryl)等咳嗽感冒药的需求旺盛,有效抵消了皮肤健康和美容产品需求下降的影响。

然而,Kenvue同时调整了全年利润预期,预计2025年利润将与去年持平,低于此前预期的持平至增长2%。公司表示,这一调整主要是因为预计特朗普总统对美国进口商品征收关税将导致成本上升。此外,Kenvue宣布任命Amit Banati为新任首席财务官,将于5月12日生效。尽管全年预期有所下调,但强劲的季度业绩仍然推动了投资者的信心,反映在盘前股价的显著上涨。

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