泰森食品公司(TSN)2025财年第一季度实现营收136.23亿美元,比去年同期增长2.28%,高于分析师预期。每股收益为1.14美元,也大幅超出预期的88美分。出色的业绩推动公司股价盘前一度大涨5.13%。
财报亮眼主要有以下几个原因:一是公司的牛肉和鸡肉产品需求强劲;二是动物饲料成本下降以及公司削减成本和精简运营措施,提高了利润率;三是餐厅客流量的逐步恢复,推动了对公司快餐和连锁餐饮渠道的批发供应增长。
虽然美国牛肉供应近期较为紧张,但消费者对牛肉需求仍很强劲,公司牛肉业务销售额同比增长6.2%,表现亮眼。总体来看,泰森食品公司在本财年第一季度实现了业绩大幅增长,增长动力主要来自强劲需求和成本优化。
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