The Chefs'Warehouse（CHEF）实现营收11.7亿美元每股收益0.78美元

金吾财讯

Jul 29

金吾财讯 | TheChefs'Warehouse（CHEF）披露2026年第二季度财务报告，公司盈利与营收指标均显著超越市场预期，内生销售保持稳健增长，同时上调全年营收指引区间，但盘面反应相对平淡，个股盘前股价下跌2%。财报显示，公司第二季度非GAAP每股收益0.78美元，较市场预期高出0.19美元；实现营收11.7亿美元，同比增长13.6%，高于市场预期5000万美元。拆分营收结构来看，企业增长驱动力以内生业务为主。本期有机销售额同比提升12.2%，增量规模达到1.261亿美元；收购活动带来的销售额增幅仅有0.7%，对应增量760万美元。终端渠道拓展持续推进，第二季度特色品类有机箱数同比增长6.0%，独立客户数量增长3.6%，铺货点数上涨7.2%，核心主菜类有机销售磅数同比提升8.8%，客户覆盖面与商品动销水平同步改善。公司同步更新2026财年全年财务指引，预计全年净销售额区间为45.0亿美元至46.0亿美元，高于市场44.9亿美元的一致预期；全年毛利润预期介于11.02亿美元至11.25亿美元，调整后EBITDA目标设置在3.05亿美元至3.15亿美元。作为面向餐饮行业的食品分销商，公司业绩和线下餐饮复苏节奏密切相关。尽管多项核心经营数据向好，但盘前股价走弱，反映市场对于盈利持续性、供应链成本压力仍存有顾虑，后续投资者将持续跟踪下游餐饮需求变化以及毛利率的变动趋势。

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