【分析师:联合包裹将减少亚马逊货运量,料将冲击短期业绩前景】联合包裹表示,已同意到2026年下半年将该公司最大客户亚马逊的货运量减少逾50%。Evercore ISI的分析师Jonathan Chappell和Alex Johnson在一份研究报告中表示,这一业务收缩出人意料,这将加速联合包裹的亚马逊业务的下滑,而该业务“长期以来一直是一项尾部风险”。这两位分析师表示,这家包裹递送公司正在调整其美国网络以适应货运量减少的影响,但其调整速度可能会损害其短期业绩。联合包裹的股价盘前交易中下跌13%,至115.49美元。

金融界
30 Jan
联合包裹表示,已同意到2026年下半年将该公司最大客户亚马逊的货运量减少逾50%。Evercore ISI的分析师Jonathan Chappell和Alex Johnson在一份研究报告中表示,这一业务收缩出人意料,这将加速联合包裹的亚马逊业务的下滑,而该业务“长期以来一直是一项尾部风险”。这两位分析师表示,这家包裹递送公司正在调整其美国网络以适应货运量减少的影响,但其调整速度可能会损害其短期业绩。联合包裹的股价盘前交易中下跌13%,至115.49美元。

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