美国大型卡车运输公司JB Hunt运输服务(JBHT)夜盘交易中股价大跌6.22%,主要原因是公司公布的第一季度财报显示业绩疲软。
根据公司发布的财报,JB Hunt第一季度调整后每股收益为1.17美元,虽然略高于分析师平均预期的1.15美元,但低于去年同期的1.22美元。公司季度净利润为1.1774亿美元,同比下降7.6%。营业收入为29.2亿美元,同比下降0.8%,略高于市场预期的29.0亿美元。
业绩下滑的主要原因包括专用合同服务部门收入下降以及设备和维护成本增加。尽管公司多式联运业务量同比增长8%,但卡车运输和经纪业务的持续疲软抵消了这一增长。分析人士指出,特朗普总统的关税政策可能进一步影响需求,阻碍承运商的运量,而市场何时会出现转机仍不明朗。此外,运力退出市场的速度低于预期,进一步抑制了所谓的"货运衰退"。
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