据报道,NAPCO Security Technologies股价今日盘中大跌17%,引发市场广泛关注。造成这一大跌的直接诱因是该公司公布的2025财年第一季度财报业绩低于市场预期。
数据显示,NAPCO Security第一季度营收为4400万美元,低于分析师预期的4770万美元;净利润为1120万美元,也未达到预期的1230万美元。公司首席执行官理查德·索洛维解释称,营收净利润双双不及预期,主要是由于同期设备销售额同比下滑6%所致,其中公司门锁产品销售更是同比下跌8%。
分析人士认为,门锁产品约占NAPCO设备收入的60%,其销售下滑如此之多主要原因在于几家主要门锁分销商正在努力降低库存水平所致。由于分销商需求减弱,导致公司核心产品门锁销售受到极大影响,从而拖累全季业绩表现。若分销商库存调节情况在下一季度得以好转,预计公司业绩也将随之企稳回升。
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