健身器材制造商Peloton Interactive周四盘中大涨逾29%,引发市场关注。公司股价大涨主要基于以下几个利好因素:
首先,Peloton任命了前苹果高管Peter Stern为新任CEO。作为一位资深科技行业高管,Stern领导过苹果公司的多项战略业务,具备丰富的管理经验,有望为Peloton的转型注入新活力。这一任命为公司带来了发展新期待。
其次,Peloton第一财季业绩超出市场预期。尽管营收同比下滑2%,但优于分析师预期。公司成本控制措施奏效,实现自由现金流为正值,财务状况有所改善。与此同时,Peloton第一财季几乎实现盈亏平衡,净亏损仅90万美元。
最后,Peloton全年EBITDA指引乐观,显示其削减成本、提高获利能力的努力正在奏效。公司预计全年EBITDA将达 2.4 至 2.9 亿美元,高于分析师之前的 2.324 亿美元预期。自行车和踏步机的单位经济效益也在提升,产品获利率同比提高 6 个百分点至 9.2%。
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