异动解读 | 金佰利盘前大涨5.08%,第二季度业绩超预期且上调全年展望

异动解读
Yesterday

金佰利(KMB)今日盘前股价大涨5.08%,主要受到公司公布的强劲第二季度业绩和上调全年展望的推动。

根据公司最新财报,金佰利第二季度调整后每股收益达1.92美元,显著超过分析师预期的1.67美元。尽管净销售额为41.6亿美元,同比下降1.6%,但有机销售同比增长3.9%,这主要得益于强劲的销量增长5.0%。公司的核心品牌,如好奇(Huggies)纸尿裤和舒洁(Kleenex)纸巾,在国内外市场持续保持稳定需求。

金佰利董事长兼首席执行官Mike Hsu表示,这是公司近期历史上表现最强劲的季度之一。公司通过扩大产品组合,提供从经济型到高端价位的各类产品,成功捕获不同收入水平的消费需求。同时,公司持续推行成本控制措施,专注于利润率更高的品牌。基于强劲的业绩表现,金佰利上调了2025年展望,预计全年有机销售增长将超过其所在品类和国家的加权平均增长率(约2%),调整后每股收益预计将以低至中个位数的速度增长。这一积极展望进一步提振了投资者信心,推动股价上涨。

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