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聯合包裹服務公司重申業績指引，以應對伊朗戰爭帶來的需求風險

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-- 聯合包裹服務公司（UPS）維持了2026年的營收預期，這家包裹遞送巨頭指出，中東衝突可能會對需求產生影響。 該公司繼續預計今年的營收約為897億美元，而FactSet的普遍預期為896.2億美元。 UPS將調整後的營業利益率定為約9.6%。 根據FactSet的財報電話會議記錄，執行長卡羅爾·托姆在財報電話會議上表示：“展望今年剩餘時間，我們正在關註一些可能影響需求的外部因素，特別是中東衝突導致的燃油成本上漲以及目前處於歷史低位的美國消費者信心。” 該公司股價週二下跌4.3%。 財務長布萊恩戴克斯告訴分析師，美以與伊朗的戰爭擾亂了霍爾木茲海峽的貨運。這場衝突推高了燃油成本。 美國與伊朗以及後來的以色列與黎巴嫩達成停火協議後，敵對行動暫停，但目前尚未就達成長期和平協議達成任何框架。 「我們的燃油附加費與已公佈的燃油基準掛鉤，並根據燃油價格每週進行調整。我們預計，隨著燃油價格持續波動，這些附加費將能夠覆蓋損失。」戴克斯表示。 在3月的季度中，UPS的營收年減1.6%至212億美元，低於華爾街先前預測的209.8億美元。調整後每股盈餘從去年同期的1.49美元降至1.07美元，但仍高於分析師平均預期的1.01美元。 由於包裹量下降，美國國內包裹業務收入從去年同期的144.6億美元降至141.3億美元。國際業務收入成長3.8%至45.4億美元。 戴克斯在電話會議上表示，公司預計第二季營收將實現個位數低成長。 今年1月，UPS表示，由於亞馬遜(AMZN)計畫減少其網路中的包裹遞送量，公司計畫裁員至多3萬人。

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