安德玛公司C类股(UA)今日盘中大跌17.09%，引发了市场的广泛关注。
消息面上，安德玛公布的2026财年第四季度财报业绩远低于市场预期。财报显示，公司季度营收为11.7亿美元，大幅低于分析师预期的16.8亿美元；每股亏损3美分，亦不及预期的亏损2美分。与此同时，公司发布了疲弱的2027财年展望，预计全年营收将出现低个位数下降，而市场此前预期为增长。
分析认为，这一悲观预期主要反映了北美关键市场消费支出疲软、宏观经济不确定性以及公司面临的关税风险等持续压力。近年来，安德玛一直面临销售挑战，尽管公司持续推进业务重组，但通胀高企及关税政策带来的不确定性持续压制北美市场需求。投资者对财报反应极为负面，导致股价在交易时段大幅下挫。
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