Tiger Brokers

亚玛芬体育（AS）二季度归母净利润1.07亿美元 同比增长489%

金吾财讯
Aug 18

金吾财讯 | 亚玛芬体育（AS）公布2026财年第二季度财报。财报显示，二季度归属于母公司股东的净利润达1.07亿美元，同比增长489%；调整后稀释每股收益（EPS）升至0.22美元。期内，毛利率同比大增710个基点至65.6%；调整后运营利润达2.08亿美元，大增209%；调整后运营利润率扩展730个基点至12.8%（排除净关税退款收益后，营利水平仍大幅提升超300个基点）。期内，公司实现营收16.33亿美元，同比增长32%（按固定汇率计算增长30%）。其中，专业服饰业务在始祖鸟强劲势头引领下，营收同比增长32%至6.74亿美元，全渠道同店销售额增长17%。户外性能业务以萨洛蒙软商品的高速增长为驱动，营收同比增长37%至5.69亿美元。球类及拍类运动业务在威尔胜Tennis360业务提速推动下，营收同比增长24%至3.90亿美元。分区域、渠道来看，亚太地区（不含大中华区）增速最快，同比大增60.3%；大中华区保持强劲增长，营收达5.56亿美元，同比增长35.5%。从渠道来看，直营渠道（DTC）同比大幅增长39.9%，保持强劲势头。展望未来，亚玛芬体育管理层对全年业绩抱有高度信心，宣布上调2026全年财务目标：全年营收增长预计按报告汇率计算同比增长约24%（假设含200-250个基点的汇率顺风）。预计全年调整后毛利率升至60.5%–61.0%，调整后运营利润率升至14.2%–14.5%；调整后稀释每股收益（EPS）预计上调至1.27–1.30美元。

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