周二盘中，鲍尔包装（BALL）股价大幅下跌5.03%，引发市场关注。尽管公司最新发布的第二季度财报超出预期，但投资者似乎更加关注其利润率下降的问题。
根据公司公布的财报，鲍尔包装第二季度调整后每股收益为0.90美元，高于分析师预期的0.87美元；营收增长7.8%至33.4亿美元，同样超出市场预期的31.2亿美元。公司还上调了2025财年的利润增长预期，从此前的11%-14%提高到12%-15%。然而，这些积极消息并未能提振投资者信心。
造成股价下跌的主要原因可能是公司在财报电话会议上警告欧洲利润率短期内难以改善，以及北美和中美洲分部利润率下降了140个基点。此外，钢铁和铝的关税推高了公司的投入成本，尽管管理层表示影响可控，但投资者似乎对此持谨慎态度。鲍尔包装CEO Daniel Fisher也提到，考虑到今年下半年可能出现的地缘政治不确定性和市场波动，公司正在严格控制成本。这些因素综合导致了投资者对公司短期前景的担忧，进而引发了股价的大幅下跌。
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