异动解读 | Sezzle盘后大跌28.86%,Q2业绩超预期但盈利环比显著回落引发获利了结

异动解读
Aug 07

数字支付平台Sezzle Inc(SEZL)今日盘后股价大跌28.86%,报127.96美元,成交额达1871.44万美元,引发了市场的广泛关注。

消息面上,公司发布了2026年第二季度财报。调整后每股收益为1.13至1.17美元,超出市场预期的1.03美元;营收达1.497亿美元,同比增长51.7%,亦超出预期的1.35亿美元。公司同时将全年调整后每股收益指引从5.10美元上调至5.25美元。尽管业绩数据超出预期,但调整后每股收益较第一季度的1.47美元环比大幅回落逾20%,盈利能力环比收窄显著。

此前第一季度财报发布后,Sezzle股价曾大涨约20%,市场预期已被充分抬升。本次虽整体超预期,但增速与盈利环比放缓,令投资者对其盈利增长势头产生担忧,从而引发了获利了结压力。

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