电子制造服务提供商Kimball Electronics, Inc.（股票代码：KE）周四盘后股价大跌6.92%。这一显著下跌主要源于公司发布的2025财年第四季度财报以及对2026财年的展望不及市场预期。
根据公司公布的财报，2025财年第四季度净销售额为3.805亿美元，同比下降12%。尽管医疗业务销售额同比增长5%，达到1.07亿美元，但汽车和工业业务分别同比下降13%和12%。调整后净收入为840万美元，每股收益0.34美元，同比下降10%。更为关键的是，公司预计2026财年净销售额将下降2%-9%，这一疲软的销售预期可能是引发投资者担忧的主要原因。
然而，Kimball Electronics也展现了一些积极因素。公司连续第六个季度实现正现金流，债务减少50%，现金转换天数（CCD）从去年同期的100天改善至85天。此外，公司在医疗合同制造（CMO）领域的战略转型取得进展，新的印第安纳波利斯设施预计将于11月启用，具备超过5亿美元的潜在收入能力。尽管如此，投资者似乎更关注短期内的销售下滑风险，导致股价在盘后交易中大幅下跌。
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