JB Hunt运输服务(JBHT)今日盘中大跌6.99%,主要原因是公司公布的第一季度财报显示业绩疲软,引发投资者担忧。
根据JB Hunt发布的财报,公司第一季度净利润为1.1774亿美元,同比下降7.6%。每股收益为1.17美元,低于去年同期的1.22美元,但略高于分析师平均预期的1.15美元。季度营业收入为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"。受此影响,多家券商下调了JB Hunt的目标价,其中摩根大通将该公司的目标价从167美元下调至150美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.