味好美(MKC)二季度调整后每股收益为0.80美元同比增长15.9%

金吾财讯

Jun 25

金吾财讯 | 全球调味品巨头味好美(MKC)公布了截至2026年5月31日的第二季度财报。受益于风味解决方案业务的强劲势头以及近期收购的提振，公司第二季度核心盈利表现亮眼，并重申2026全年的财务指引。财报显示，盈利表现方面，尽管受高达0.24美元的特别交易与整合费用拖累，GAAP稀释后每股收益(EPS)同比下滑至0.56美元；但剔除一次性项目后，调整后营业利润同比大增30.1%至3.36亿美元，调整后每股收益同比上涨15.9%至0.80美元，展现出强劲的底层盈利能力。营收方面，第二季度净销售额同比增长16.7%(有机增长1.7%)，其中今年1月完成的墨西哥业务主控权收购贡献了12%的销售增幅。期内，得益于定价策略、供应链成本节约计划以及获得的2800万美元IEEPA关税退税，公司毛利率显著扩张270个基点至40.2%。针对备受市场瞩目的战略重组，味好美表示，其与联合利华食品业务的合并整合计划正稳步推进。该笔重组预计将创造一个年收入约200亿美元的全球风味剂领军企业，并有望在闭市后实现每年约6亿美元的运营成本协同效应。展望后市，味好美重申了2026全年的业绩指引，预计全年净销售额将增长13%至17%，全年调整后每股收益预计在3.05美元至3.13美元之间。

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