周三盘中，美国西屋制动（Wabtec，股票代码：WAB）股价大跌5.34%，主要受到公司调整全年利润预期的影响。
据报道，美国西屋制动将2025年每股利润预期区间收窄至8.85美元至9.05美元，此前预期为8.55美元至9.15美元。公司表示，这一调整主要是为了应对美国关税带来的不利影响。尽管如此，公司第三季度业绩表现依然亮眼，调整后每股收益为2.32美元，高于分析师平均预期的2.27美元。
美国西屋制动面临着多重挑战。虽然机车行业受益于稳定的货运和数字需求，但美国关税政策导致的进口成本增加给公司利润率带来压力。为应对北美市场的不确定性，公司上个月与哈萨克斯坦达成了一项价值42亿美元的交易，旨在开拓新兴市场。此外，公司还通过收购Inspection Technologies来强化其数字业务，第三季度数字销售额同比增长近46%。尽管公司在多个业务领域都取得了增长，但投资者似乎更关注关税带来的持续压力，导致股价出现大幅下跌。
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