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加拿大皇家银行表示，在宏观经济充满挑战的背景下，安姆科下调的2026财年每股收益和自由现金流预期似乎是“挑战性目标”。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周三发布的一份报告指出，安姆科（Amcor，股票代码：AMCR）下调了2026财年的每股收益（EPS）和自由现金流预期，在充满挑战的宏观经济环境下，这些目标似乎过于乐观。 报告显示，该公司第三财季每股收益为0.96美元，略高于分析师的普遍预期，与加拿大皇家银行的预测相符。但这一业绩主要得益于低于预期的4300万美元折旧、利息和税项支出。 安姆科将2026财年的每股收益预期下调了2%，自由现金流预期下调了16%。但摩根士丹利的分析师认为，这些目标过于乐观，因为该公司在第三财季实现了6%的每股收益增长后，需要超过20%的每股收益增长才能达到预期区间的中值。报告还指出，该公司在前九个月现金流出9300万美元后，还需要16.4亿美元的自由现金流。 分析师表示，由于消费环境充满挑战且原材料成本不断上涨，他们对该公司仍持“谨慎”态度。 加拿大皇家银行维持对该公司股票的评级为“与行业持平”，目标价为58澳元（41.97美元）。

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