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聯合太平洋鐵路公司在第一季每股收益超預期後,重申全年獲利預期。

-- 聯合太平洋鐵路公司 (UNP) 重申了其全年盈利預期,同時其第一季淨利潤超出華爾街預期,推動這家鐵路營運商的股價週四上漲。 該公司表示,仍預計今年每股收益將實現中等個位數成長。 根據 FactSet 發布的電話會議記錄顯示,首席財務官詹妮弗·哈曼 (Jennifer Hamann) 在周四的財報電話會議上表示:“展望 2026 年之後,我們仍致力於實現三年(複合年增長率)目標,即在 2027 年全年實現高個位數至低兩位數的每股收益增長。” 聯合太平洋鐵路公司負責行銷和銷售的執行副總裁 Kenyatta Rocker 在電話會議上表示,儘管目前天然氣價格高企,但該公司預計全年煤炭業務業績將「為正」。羅克補充說,對華出口需求的改善以及對墨西哥市場的持續成長勢頭,將使該公司的糧食業務「能夠很好地」支撐成長。 第一季每股收益從去年同期的2.70美元增至2.87美元,超過FactSet調查的2.84美元的預期。營業收入成長3%至62.2億美元,略低於華爾街預期的62.3億美元。 該公司股價在周四下午稍晚的交易中上漲7.1%,使其年初至今的漲幅擴大至16%。 第一季散貨運輸業務營收年增10%至20.3億美元,其中煤炭和再生能源業務成長17%,帶動了整體成長。工業收入成長5%至21.9億美元。 「我們第一季的業務組合總體良好,但不如預期,這是由於煤炭和岩石等平均每車收入較低的業務量增加,而食品、冷藏和林產品等平均每車收入較高的業務量減少所致,」哈曼告訴分析師。 涵蓋多式聯運和汽車運輸的高端業務部門本季營收下降5%至16.8億美元。 「如預期,西海岸進口量下降和客戶轉移拖累了國際多式聯運量,年減28%。」羅克爾告訴分析師。

Price: $267.94, Change: $+18.54, Percent Change: +7.43%

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