11月5日,特种化工企业塞拉尼斯(CE)在华尔街遭遇了滑铁卢,盘中一度重挫近23%,引发市场广泛关注。 主要原因在于公司公布的糟糕的第三季度业绩,以及对未来一个季度的黯淡前景预期。
第三季度,塞拉尼斯净利润同比暴跌近87%至1.2亿美元。这主要受汽车和工业板块遭受商业活动大幅放缓的拖累。CEO Lori Ryerkerk痛心疾首:\"我们面临着严重受限的需求环境,在某些情况下如汽车行业,需求迅速下降,业绩令人失望。\"
值得警惕的是,塞拉尼斯预计第四季度形势将进一步恶化,因汽车和工业领域库存量超过正常水平。公司预期每股收益仅为1.25美元,远低于分析师预期的2.30美元。 为应对这种局面,塞拉尼斯将从2025年第一季度起,暂时削减约95%的季度股息支出。同时,公司还将暂时关闭所有地区的生产设施,以降低2024年底前的生产成本。另外还实施额外的成本削减计划,到2025年底预计节支超过7500万美元。
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