异动解读 | Peloton盘中大跌24.87%,因业绩预期下修、亏损超预期及CFO将离职

异动解读
Feb 05

Peloton Interactive, Inc.(PTON)今日盘中股价大跌24.87%,引发了市场的广泛关注。

消息面上,公司下调了第三季度营收预期至6.05亿至6.25亿美元区间,低于市场预期的6.384亿美元。同时,其公布的2026财年第二季度业绩显示,每股亏损9美分,超出分析师预期的每股亏损6美分;季度营收为6.565亿美元,亦低于预期的6.743亿美元。此外,公司第二季度会员总数同比下降6%,并且宣布首席财务官Liz Coddington将于三月后离职。一系列疲软的业绩数据和人事变动严重打击了投资者信心。

数据显示,Peloton的12个月远期市盈率为26.97,显著高于行业中位数的18.99,估值偏高可能也加剧了股价的调整压力。

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