-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： 西聯匯款(WU)公佈2026年第一季營收為9.83億美元（與去年同期持平），超出市場預期2000萬美元；調整後每股收益為0.25美元，年減39%，低於華爾街預期的0.39美元。由於支出增加和個別項目（包括外匯損失）的影響，營業利潤率從18%下降至13%。品牌數位業務表現亮眼，營收成長9%，交易量成長21%，目前佔CMT總營收的32%，顯示公司在轉型方面取得了進展，但不足以抵銷傳統零售業務的下滑。管理層重申了2026年營收成長5%-8%和調整後每股收益1.75-1.85美元的預期，但前提是預計在第二季完成對Intermex的收購。受旅遊匯款業務成長的推動，消費者服務收入激增24%至1.37億美元，而消費者匯款業務則下降3%，其中北美地區下降11%。我們認為，西聯匯款面臨持續的結構性挑戰，來自數位化管道的競爭壓力持續擠壓傳統管道，儘管數位發展勢頭強勁，但利潤率擴張仍面臨困難。
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