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加拿大皇家銀行表示，在宏觀經濟充滿挑戰的背景下，安姆科下調的2026財年每股盈餘和自由現金流預期似乎是「挑戰性目標」。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的一份報告指出，安姆科（Amcor，股票代碼：AMCR）下調了2026財年的每股收益（EPS）和自由現金流預期，在充滿挑戰的宏觀經濟環境下，這些目標似乎過於樂觀。 報告顯示，該公司第三財季每股收益為0.96美元，略高於分析師的普遍預期，與加拿大皇家銀行的預測相符。但這業績主要得益於低於預期的4,300萬美元折舊、利息和稅項支出。 安姆科將2026財年的每股盈餘預期下調了2%，自由現金流預期下調了16%。但摩根士丹利的分析師認為，這些目標過於樂觀，因為該公司在第三財季實現了6%的每股收益成長後，需要超過20%的每股收益成長才能達到預期區間的中點。報告也指出，該公司在前九個月現金流出9,300萬美元後，還需要16.4億美元的自由現金流。 分析師表示，由於消費環境充滿挑戰且原物料成本不斷上漲，他們對該公司仍持「謹慎」態度。 加拿大皇家銀行維持對該公司股票的評級為“與行業持平”，目標價為58澳元（41.97美元）。

Price: $40.72, Change: $+0.51, Percent Change: +1.27%

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