全球最大烈酒制造商帝亚吉欧(DEO)在夜盘交易中股价大涨5.93%,引发市场关注。这一强劲涨势主要源于公司发布的最新财务报告及未来展望。
根据帝亚吉欧发布的报告,公司截至2025年6月底的财年有机销售额增长1.7%,超过分析师平均预期的1.4%。尽管面临宏观经济不确定性和美国关税影响,公司仍展现出较强的经营韧性。值得注意的是,帝亚吉欧将其"加速"计划的成本节省目标从5亿美元提高到约6.25亿美元,这一举措将通过降低广告和促销支出以及提高供应链效率来实现。
然而,帝亚吉欧也面临着一些挑战。公司预计美国关税对年度营业利润的影响将从此前预期的1.5亿美元上调至2亿美元。对于2026财年,帝亚吉欧预计上半年有机销售额将略有下降,但增长将更多集中在下半财年。尽管如此,投资者似乎对公司的整体表现和未来战略持积极态度,推动了股价的显著上涨。
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