-- 運輸和物流行業的 Mullen Group (MTL.TO) 週四公佈了第一季業績,結果喜憂參半。該公司表示,“今年開局良好”,收購“持續推動營收成長”,並補充道,3 月份“越來越多的證據表明,人們期待已久的貨運衰退即將到來”。 該公司第一季淨利潤為 2,100 萬加元,合每股 0.22 加元(基本及攤薄後),而去年同期為 1,770 萬加元,合每股 0.20 加元。該業績符合 FactSet 的普遍預期。 Mullen 在第一季調整後每股收益為 0.20 加元,去年同期為 0.21 加幣。 該公司第一季營收為 5.477 億美元,去年同期為 4.971 億美元。 FactSet 先前對該公司第一季營收的普遍預期為 5.442 億美元。 「今年對我們公司來說開局良好,收購持續推動本季營收成長,」董事長兼高級執行長默里·穆倫表示。 「更重要的是,我們已將優質公司納入我們獨立管理的業務單元網絡,這是我們收購策略的基石。此外,整體市場狀況也呈現好轉跡象,需求保持穩定,而貨運和物流行業的多個細分領域供應趨緊。這一點在三月份尤為明顯,三月份是我們近年來業績最好的月份之一。」 「我們都知道,一個月的業績並不能代表整體趨勢,但三月的種種跡象表明,人們期待已久的貨運衰退即將迎來轉折點,」穆倫補充道。 「需求強勁,供應趨緊。如果這種情況持續下去,價格將會改善。儘管如此,我們也意識到需求方面存在風險,因為近期燃油價格上漲可能會延緩經濟復甦,這意味著我們必須密切關注事態發展。「國家建設」的論點也是一個積極的信號,我們認為這些必要的項目啟動只是時間問題。 MTL股票週三收盤下跌0.06美元,跌幅0.33%。
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