异动解读 | 安博物流季度业绩超预期且上调全年展望,股价盘中大涨5.08%

异动解读
Oct 15, 2025

安博物流(PLD)今日盘中大涨5.08%,引起投资者广泛关注。这一涨幅主要源于该公司发布的强劲第三季度财报以及上调的全年业绩展望。

根据公司公告,安博物流第三季度核心运营资金(FFO)达到每股1.49美元,显著高于分析师平均预期的每股1.44美元。公司总营收为22.1亿美元,同比增长9%,也超出了市场普遍预期的21.6亿美元。更值得注意的是,公司将2025年核心FFO预期从此前的每股5.75美元至5.80美元上调至每股5.78美元至5.81美元。

安博物流CEO哈米德·莫格哈达姆表示,本季度租赁业务创下历史新高,反映了公司业务平台的强劲实力。他还指出,物流市场正接近租金和出租率增长的新拐点,称当前市场环境是"40年来最具吸引力的之一"。这一乐观展望进一步提振了投资者信心,推动股价上涨。面对持续改善的客户信心和供应有限的市场环境,安博物流有望在未来继续保持增长势头。

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