异动解读 | 安德玛盘中大跌5.15%,业绩疲软及下季度展望不佳拖累股价

异动解读
Aug 11, 2025

安德玛公司A类股(UAA)今日盘中大跌5.15%,引发市场关注。此次股价下跌主要受公司最新财报及未来业绩展望影响。

根据安德玛近期发布的2026财年第一季度业绩报告,公司营收同比下降4%至11亿美元,净亏损300万美元。更为关键的是,安德玛预计2026财年第二季度营收将进一步下滑6%至7%,毛利率预计同比下降340至360个基点。这一疲软的业绩表现和悲观的未来展望无疑打击了投资者信心。

分析人士指出,安德玛目前面临着多重挑战。受贸易政策的持续不确定性以及宏观经济环境影响,美国消费者支出持续疲软,导致北美市场需求低迷。公司在北美市场的营收同比下降5%至6.7亿美元,而这一趋势在短期内可能难以扭转。此外,亚太市场的收入同比下降10%,也对公司整体业绩造成压力。在当前复杂的全球经营环境下,安德玛的业绩复苏之路仍面临诸多挑战。

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