-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：惠而浦公布第一季度持续经营亏损为每股0.56美元，而去年同期为每股1.70美元，低于预期1.03美元；净销售额下降9.6%至32.73亿美元，比预期低1.67亿美元。由于地缘政治动荡导致美国家电需求暴跌，有机销售额下降6.1%，持续经营息税前利润率下降460个基点至1.3%。我们认为，鉴于该公司过去三年的平均预期市盈率为9.3倍，20%的跌幅是合理的。管理层将全年持续经营每股收益预期从之前的7.00美元下调至3.00美元至3.50美元，销售额约为150亿美元，低于此前预期的153亿美元至156亿美元。该公司宣布通过结构性成本节约措施节省超过1.5亿美元，目标是将利润率提高100个基点，并完成了战略性资本重组，通过发行优先股筹集了5.57亿美元。管理层暂停派发普通股股息，以优先降低杠杆率，并预计将于2026年第二季度过渡到22.5亿美元的资产抵押贷款。
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