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July 23, 2024
財經

需求疲軟成本高昂 UPS上季獲利遜預期

優比速(UPS)週二(23 日)美股盤前公布第二季財報,由於受到需求疲軟和其卡車司機薪資上漲影響,該季營收、獲利均不及分析師預期。

根據財報,優比速第二季  營收年減 1.1% 至 218.2 億美元,低於分析師預估的 221.7 億美元;淨利報 14.1 億美元,合每股 1.65 美元,不及去年同期的每股 2.42 美元;經調整後每股獲利報 1.79 美元,不及分析師預估的 1.99 美元。

分析指出,優比速最新財報凸顯在新冠疫情推動的電商配送熱潮後需求急速減弱,以及勞動力成本大幅上升帶來的影響。

優比速第二季美國國內包裹業務營收年減 1.9% 至 141.2 億美元,低於分析師預估的 145.4 億美元,每件包裹營收下降 2.6%。

在此同時,優比速與卡車司機簽訂為期 5 年的合約,當中 UPS 將承擔 46% 的薪資與福利成本。

展望未來,優比速將今年全年營收從先前預測的 920 億至 945 億美元區間,下調至約 930 億美元,公司還重啟每年 10 億美元左右的股票回購計畫。

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