美国包裹运送巨头联合包裹(UPS)盘中大跌逾15%,引发市场广泛关注。
公司今日公布的财报显示,预计2025年全年营收为890亿美元,而分析师此前平均预期为948.8亿美元,两者存在较大差距。同时,联合包裹还表示,已与最大客户亚马逊达成协议,到2026年下半年将亚马逊的货运量减少逾50%。
消息面上,受客户转向更便宜的地面快递服务影响,联合包裹业务结构正在发生变化。而削减对主要客户亚马逊的货运量,预计也将在一定程度上影响公司的营收规模。此外,公司第四季度营收253亿美元,也低于市场预期的253.9亿美元。
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