节点:下游(终端消费/应用)位置:下游情绪:利空参考度:3/10


美国钢材加工商Worthington Steel高管指出,刚结束的季度市场需求呈现稳中趋弱态势,但潜在积极因素或于下半年逐步推动需求改善。公司首席执行官表示,宏观环境整体平稳偏软,客户维持谨慎库存策略,利率敏感性及广泛不确定性持续存在。其对前景持谨慎立场,部分源于贸易政策的不确定性,尤其是新版USMCA最终条款尚未明确。同时,伴随伊朗局势缓和及宏观不确定性边际改善,公司对需求回暖保持谨慎乐观,惟改善节奏将取决于利率路径及地缘政治稳定性等关键变量。

财务数据显示,截至5月31日的第四财季,公司净销售额达9.292亿美元,同比增长11.56%;调整后每股收益0.74美元,同比下滑29.52%;销量93.86万短吨,同比减少4.44%。EBITDA为7500万美元,符合市场预期。期内平均售价为每短吨990美元,同比提升近50美元..

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