异动解读 | 史密斯菲尔德食品季度业绩超预期,股价盘前大涨6.68%

异动解读
Oct 28, 2025

周二盘前,美国最大猪肉加工商史密斯菲尔德食品公司(Smithfield Foods Inc.,股票代码:SFD)股价大涨6.68%,引发投资者关注。这一显著涨幅主要源于公司发布的强劲第三季度财报。

根据公司公告,史密斯菲尔德食品第三季度销售额同比增长12.4%,达到37.5亿美元。经调整后的持续经营业务每股收益为0.58美元,高于去年同期的0.53美元。公司最大的包装肉类业务销售额增长9.1%,新鲜猪肉销售额增长12%,显示出消费者对猪肉和加工肉类等富含蛋白质的主食需求依然强劲。

面对原材料成本上涨和消费者谨慎消费的挑战,史密斯菲尔德食品表现出色。公司上调了全年调整后营业利润指引至12.3亿美元至13.3亿美元之间,同时维持了2025年销售预期,即比去年同期增长低至中个位数。首席执行官谢恩·史密斯表示,尽管面临诸多挑战,公司包装肉类业务部门第三季度利润仍创下历史第二好的记录,彰显了公司的运营韧性和市场竞争力。

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