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儘管營收成長,美泰克第一季調整後獲利仍下降74%,低於預期。

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-- 週三,甲醇生產商Methanex(MX.TO,MEOH)在納斯達克盤後交易中小幅下跌0.5%,此前該公司公佈的調整後淨利潤同比下降74%,儘管營收增長,但業績仍低於分析師預期。 這家甲醇生產商公佈的調整後淨利(不計大部分一次性項目)為2,300萬美元,合每股0.30美元,低於去年同期的8,800萬美元,合每股1.30美元。此業績低於FactSet分析師普遍預期的每股0.40美元。 截至3月31日的季度,該公司營收年增8.7%,從8.96億美元增至9.74億美元,但低於FactSet分析師的預期9.866億美元。 經調整後的 EBITDA 為 2.2 億美元,而 2025 年第四季為 1.86 億美元。 該公司在展望中重申了對 2026 年甲醇產量(Methanex 權益)為 900 萬噸、氨產量為 30 萬噸的預期。 「根據我們 4 月和 5 月公佈的價格,我們預計這兩個月的平均實際價格區間約為每噸 500 至 525 美元。基於更高的實際價格和類似的甲醇銷量,我們預計第二季度的經調整 EBITDA 將顯著增長,」Methanex 表示。 「本季度,我們旗下所有資產組合,包括近期收購的位於德克薩斯州博蒙特的資產,均保持了安全可靠的運營。中東衝突對全球石化供應鏈(包括甲醇)造成了重大影響,導致全球甲醇價格在第二季度迅速大幅上漲,」首席執行官里奇·薩姆納表示。 「我們相信,我們的全球資產組合將使我們能夠繼續為客戶提供無與倫比的供應可靠性。我們將繼續專注於推進整合計劃,以經濟高效的方式運營我們的資產和供應鏈,並在應對不斷變化且充滿不確定性的宏觀環境的同時,持續推進去槓桿化工作,」薩姆納補充道。 該公司表示,在2026年第一季度,其派發了每股普通股0.185美元的季度股息,總計1400萬美元,並償還了6000萬美元的未償還A類定期貸款。 該公司股票在多倫多證券交易所盤後交易中下跌0.31美元,至63.00美元,此前該股收盤上漲3.95加元,至86.65加元。

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