异动解读 | 安博盘中大涨5.21%,季度业绩超预期且上调全年指引

异动解读
Jul 16

安博(Prologis,股票代码:PLD)今日盘中大涨5.21%,引发市场关注。这一涨幅主要受到该公司发布的第二季度财报超出预期以及上调全年业绩指引的推动。

根据公司公布的财报,安博第二季度核心运营资金(FFO)每股达1.46美元,高于分析师平均预期的1.41美元。同时,公司将2025年全年调整后核心每股FFO预期区间上调至5.80美元至5.85美元之间,高于此前5.70美元至5.86美元的预测范围,也超过了分析师预期的5.63美元。

安博公司总裁丹尼尔·莱特(Daniel Letter)表示,公司的租赁管道已达到历史最高水平。尽管美国关税政策的不确定性仍然存在,但企业客户在为返校季和早期假日业务计划库存时,再次加大了仓库租赁力度。这一趋势表明,尽管今年4月份业务曾一度放缓,但目前仓库租赁市场正在回暖。作为全球领先的物流地产公司,安博在20个国家运营近5900个仓储设施,其客户包括亚马逊、家得宝、联邦快递和UPS等知名企业。这份亮眼的财报和积极的业务前景,无疑增强了投资者对公司未来发展的信心,推动了股价的上涨。

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