消费信贷公司Affirm Holdings, Inc. (AFRM)今日盘前大跌5.27%,引发市场关注。此前,Affirm公布了喜忧参半的2024财年第一季度财报。
财报显示,尽管Affirm第一财季营收同比大增40.6%至6.98亿美元,但净亏损却扩大至1.02亿美元,同比仅减少41.6%。公司毛利率同比提高6.5个百分点至65.5%,但管理层预计信贷成本和资金成本将持续上升,以支持业务增长。此外,公司还面临信用风险、资金来源受限、市场竞争加剧以及供应链风险等多重经营挑战,亏损持续可能令未来现金流面临压力。
分析人士指出,投资者对Affirm日益扩大的亏损以及加息环境下成本上升等因素感到担忧,造成公司盘前股价大跌。作为一家高负债的消费信贷公司,加息将进一步推高Affirm的融资成本,加重经营压力。尽管公司表现出强劲的收入增长势头,但成本控制和防范风险仍是当前面临的重大挑战。
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