Shopify(SHOP.US)Q2营收超预期且Q3展望强劲,股价盘前大涨

智通财经
Aug 06, 2025

智通财经APP获悉,Shopify公司(SHOP.US)在周三盘前公布第二季度财报,因季度营收及第三季度业绩展望均超出市场预期,股价在美股盘前大幅上涨,一度飙升17%。数据显示,公司第二季度营收增长31%至26.80亿美元,超过分析师预期的25%,且所有区域的增长均有所加速。

首席财务官杰夫·霍夫迈斯特在一份声明中表示,“Shopify 再次交出了出色的季度业绩,在北美、欧洲和亚太地区,商品交易总额(GMV)和营收增速均环比加快。其中欧洲市场表现尤为强劲,在恒定汇率基础上,GMV 增长 42%。”“从首次创业的新人到全球品牌,各类规模的商户都选择通过 Shopify 拓展业务,他们的成功正是我们成功的驱动力。”

这家总部位于渥太华的公司预计,第三季度营收增长率将达到25%-30%区间,高于分析师预期的22%。毛利润增长率预计为20%-25%区间,同样超过市场共识预期的17%。自由现金流利润率将达到15%-20% 区间。

彭博情报指出,结合其第三季度展望来看,营收增长可能源于大型商户入驻平台,而非消费者为规避关税提前购物。

截至发稿,该股周三盘前上涨16%,报147.3美元。

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