太平洋煤气电力(PG&E Corp,股票代码:PCG)今日盘中大跌5.03%,主要受其第二季度财报不及预期的影响。
根据公司最新发布的财报显示,PG&E第二季度调整后每股收益为31美分,低于分析师预期的32美分。公司总营收为59.0亿美元,同比下降1.5%,也未达到分析师预期的62.4亿美元。导致业绩下滑的主要原因是运营和维护成本的增加。公司表示,其总运营和维护成本增加了3.7%,达到28.6亿美元,其中与野火相关的索赔(扣除追偿)和公用事业公司的野火基金支出比去年同期有所增加。
值得注意的是,PG&E一直被指责引发了多起野火,包括加州一些最致命的野火。公司正在进行投资以提高其电网的可靠性。在今年3月提交的2026-2028年野火减灾计划中,PG&E表示将在2025年至2026年期间建设近700英里的地下输电线路,并完成500英里的额外野火安全系统升级。尽管如此,投资者似乎对公司的财务表现和未来前景仍持谨慎态度,导致股价出现明显下跌。
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