纸巾和尿布制造商金佰利(Kimberly-Clark)股价在盘前交易中大跌5.05%,主要原因是公司下调了2025年的利润预期。
金佰利表示,由于全球贸易战导致的关税成本上升,公司预计2025年调整后的营业利润将持平或略有增长,而此前预期为高个位数增长。首席执行官Mike Hsu表示,当前环境下全球供应链成本将高于年初预期。尽管如此,Hsu仍相信公司能够随着时间推移抵消这些成本,提高盈利能力。
值得注意的是,金佰利第一季度业绩也受到影响。公司最大的北美业务收入下降3.9%,国际个人护理产品销售额下滑8.9%。尽管如此,公司第一季度调整后每股收益为1.93美元,超出分析师预期的1.89美元。金佰利作为本季度首批公布财报的美国消费品制造商之一,其业绩揭示了全球贸易战对该行业的潜在影响。
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