异动解读 | 凯西便利店盘中大涨14.05%,超预期财报和股息上调提振投资者信心

异动解读
Jun 10

美国便利店巨头凯西便利店(Casey's General Stores,股票代码:CASY)周二盘中大涨14.05%,创下近期新高。这一显著涨幅主要受到公司发布的强劲财报和积极未来展望的推动。

根据凯西便利店最新公布的2025财年第四季度财报,公司业绩大幅超出市场预期。财报显示,公司实现营收39.9亿美元,高于分析师预期的39.3亿美元;每股收益(EPS)达2.63美元,远超市场预期的2.01美元。值得注意的是,公司店内同店销售额同比增长1.7%,燃料同店销量较上年同期小幅增长0.1%,展现出公司在竞争激烈的零售环境中保持了稳健的业务增长。

除了亮眼的财务业绩外,凯西便利店还宣布将季度股息提高14%至每股0.57美元,这一举措进一步提振了投资者信心。公司对2026财年的展望同样乐观,预计EBITDA将增长10%至12%,店内同店销售额预计增长2%至5%。此外,凯西便利店计划在2026财年新开至少80家门店,彰显了公司积极的扩张策略。这些因素共同推动了投资者对公司未来增长前景的信心,从而带动股价大幅上涨。

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