<p><strong>史密斯菲尔德食品公司</strong> SFD 股票在周二交易中下跌。</p>
<p>该公司报告第二季度调整后每股收益为 55 美分，与分析师一致预期相符。季度销售额为 37.86 亿美元，同比增长 11%，超出市场预期的 36.30 亿美元。</p>
<p>调整后的营业利润为 2.98 亿美元，高于去年同期的 2.48 亿美元。调整后的营业利润率从去年同期的 7.3% 扩大至 7.9%。</p>
<p><strong><em>另请阅读：BigBear.AI 股票周二暴跌：原因在这里</em></strong></p>
<p>本季度持续经营的调整后 EBITDA 总计为 3.81 亿美元，而去年同期为 3.33 亿美元。</p>
<p>持续经营的调整后 EBITDA 利润率从 9.7% 扩大至 10.1%。</p>
<p>史密斯菲尔德总裁兼首席执行官 <strong>香农·史密斯</strong> 表示：“通过我们标志性和多样化的品牌组合，我们的包装肉类部门满足了消费者对优质蛋白质的需求，且性价比极高。”</p>
<p>首席执行官强调，该公司的生鲜猪肉部门 “灵活应对动态关税环境”，而生猪生产部门的盈利能力正在增长。</p>
<p>截至 2025 年 6 月 29 日，公司拥有可用流动资金 32.25 亿美元，其中包括 9.28 亿美元的现金及现金等价物。</p>
<p>在 7 月 31 日，该公司宣布每股派息 25 美分，将于 8 月 28 日支付给股东。</p>
<p>热门投资机会</p>
<h2><strong>前景</strong></h2>
<p>对于 2025 财年，公司更新了财务展望，在某些领域显示出乐观情绪，同时在其他领域保持稳定。</p>
<p>公司重申预计总销售额将比 2024 财年增长低至中个位数百分比。该预测特别排除了生猪生产部门与墨菲家族农场和 VisionAg 交易的销售影响。</p>
<p>公司还坚持之前对包装肉类部门的预测，预计调整后营业利润将在 10.5 亿至 11.5 亿美元之间，而生鲜猪肉部门预计仍将产生 1.5 亿至 2.5 亿美元的调整后营业利润。</p>
<p>然而，公司提高了生猪生产部门的调整后营业利润指导，现预计在 0 百万至 1 亿美元之间。这一积极调整导致公司整体调整后营业利润展望上调，现预计在 11.5 亿至 13.5 亿美元之间。</p>
<p>公司的资本支出计划保持不变，预算为 4 亿至 5 亿美元，专用于利润改善、维护和修理项目。最后，有效税率也重申在 23.0% 至 25.0% 之间。</p>
<p><strong>价格动态：</strong> SFD 股票在周二最后一次检查时下跌 3.08%，报 24.40 美元。</p>
<ul>
<li><strong><em>BigBear.ai 首席执行官称 ‘美丽的法案’ 是一个真正的 ‘变革性’ 机会：宣传数十亿美元的新联邦资金用于人工智能和国防</em></strong></li>
</ul>
<p><em>照片由 Wirestock Creators 通过 Shutterstock 提供</em></p>

<p>史密斯菲尔德食品公司（Smithfield Foods, Inc.）报告第二季度调整后每股收益为 55 美分，符合分析师预期，销售额为 37.86 亿美元，同比增长 11%。该公司上调了年度利润预期，特别是对于生猪生产部门，现在预测调整后的营业利润在 11.5 亿至 13.5 亿美元之间。尽管股价下跌 3.08%，至 24.40 美元，但公司对整体销售增长保持乐观，并重申了 4 亿至 5 亿美元的资本支出计划</p>

<p><strong>Smithfield Foods, Inc.</strong> SFD shares are trading lower on Tuesday.</p>
<div class="lb-trans"><p><strong>史密斯菲尔德食品公司</strong> SFD 股票在周二交易中下跌。</p>
</div><p>The company reported second-quarter adjusted earnings per share of 55 cents, in line with the analyst consensus estimate. Quarterly sales of $3.786 billion (+11% year over year) outpaced the Street view of $3.630 billion.</p>
<div class="lb-trans"><p>该公司报告第二季度调整后每股收益为 55 美分，与分析师一致预期相符。季度销售额为 37.86 亿美元，同比增长 11%，超出市场预期的 36.30 亿美元。</p>
</div><p>Adjusted operating profit of $298 million, higher than $248 million in the year-ago period. Adjusted operating margin expanded to 7.9%, compared with 7.3% in the year-ago period.</p>
<div class="lb-trans"><p>调整后的营业利润为 2.98 亿美元，高于去年同期的 2.48 亿美元。调整后的营业利润率从去年同期的 7.3% 扩大至 7.9%。</p>
</div><p><strong><em>Also Read: BigBear.AI Stock Is Tumbling Tuesday: Here’s Why</em></strong></p>
<div class="lb-trans"><p><strong><em>另请阅读：BigBear.AI 股票周二暴跌：原因在这里</em></strong></p>
</div><p>Adjusted EBITDA from continuing operations totaled $381 million in the quarter under review, compared with $333 million in the year-ago period.</p>
<div class="lb-trans"><p>本季度持续经营的调整后 EBITDA 总计为 3.81 亿美元，而去年同期为 3.33 亿美元。</p>
</div><p>Adjusted EBITDA margin from continuing operations expanded to 10.1% from 9.7%.</p>
<div class="lb-trans"><p>持续经营的调整后 EBITDA 利润率从 9.7% 扩大至 10.1%。</p>
</div><p>“Through our iconic and diversified brand portfolio, our Packaged Meats segment is delivering on consumers’ needs for quality protein at a great value,” said Smithfield President and CEO <strong>Shane Smith</strong>.</p>
<div class="lb-trans"><p>史密斯菲尔德总裁兼首席执行官 <strong>香农·史密斯</strong> 表示：“通过我们标志性和多样化的品牌组合，我们的包装肉类部门满足了消费者对优质蛋白质的需求，且性价比极高。”</p>
</div><p>The CEO highlighted that the firm’s Fresh Pork segment is “adeptly navigating a dynamic tariff environment”, with the Hog Production segment growing profitability.</p>
<div class="lb-trans"><p>首席执行官强调，该公司的生鲜猪肉部门 “灵活应对动态关税环境”，而生猪生产部门的盈利能力正在增长。</p>
</div><p>As of June 29, 2025, the company had $3.225 billion of available liquidity consisting of $928 million in cash and equivalents.</p>
<div class="lb-trans"><p>截至 2025 年 6 月 29 日，公司拥有可用流动资金 32.25 亿美元，其中包括 9.28 亿美元的现金及现金等价物。</p>
</div><p>On July 31, the firm announced a dividend of 25 cents per share to be paid to shareholders on August 28.</p>
<div class="lb-trans"><p>在 7 月 31 日，该公司宣布每股派息 25 美分，将于 8 月 28 日支付给股东。</p>
</div><p>Trending Investment Opportunities</p>
<div class="lb-trans"><p>热门投资机会</p>
</div><h2><strong>Outlook</strong></h2>
<div class="lb-trans"><h2><strong>前景</strong></h2>
</div><p>For fiscal year 2025, the company has updated its financial outlook, showing increased optimism in some areas while maintaining a steady course in others.</p>
<div class="lb-trans"><p>对于 2025 财年，公司更新了财务展望，在某些领域显示出乐观情绪，同时在其他领域保持稳定。</p>
</div><p>It is reaffirming its expectation for total company sales to grow by a low-to-mid-single-digit percentage compared to fiscal year 2024. This projection specifically excludes the sales impact from the Hog Production segment’s transactions with Murphy Family Farms and VisionAg.</p>
<div class="lb-trans"><p>公司重申预计总销售额将比 2024 财年增长低至中个位数百分比。该预测特别排除了生猪生产部门与墨菲家族农场和 VisionAg 交易的销售影响。</p>
</div><p>The company is also holding firm on its previous forecasts for the Packaged Meats segment, with an anticipated adjusted operating profit of between $1,050 million and $1,150 million, and for the Fresh Pork segment, which is still expected to generate an adjusted operating profit of between $150 million and $250 million.</p>
<div class="lb-trans"><p>公司还坚持之前对包装肉类部门的预测，预计调整后营业利润将在 10.5 亿至 11.5 亿美元之间，而生鲜猪肉部门预计仍将产生 1.5 亿至 2.5 亿美元的调整后营业利润。</p>
</div><p>However, the company is raising its guidance for the Hog Production segment’s adjusted operating profit, now forecasting it to be in the range of $0 million to $100 million. This positive adjustment has led to an overall increase in the total company’s adjusted operating profit outlook, which is now expected to fall between $1,150 million and $1,350 million.</p>
<div class="lb-trans"><p>然而，公司提高了生猪生产部门的调整后营业利润指导，现预计在 0 百万至 1 亿美元之间。这一积极调整导致公司整体调整后营业利润展望上调，现预计在 11.5 亿至 13.5 亿美元之间。</p>
</div><p>The company’s plans for capital expenditures remain unchanged, with a budget of $400 million to $500 million dedicated to profit improvement, maintenance, and repair projects. Finally, the effective tax rate is also being reaffirmed at a range of 23.0% to 25.0%.</p>
<div class="lb-trans"><p>公司的资本支出计划保持不变，预算为 4 亿至 5 亿美元，专用于利润改善、维护和修理项目。最后，有效税率也重申在 23.0% 至 25.0% 之间。</p>
</div><p><strong>Price Action:</strong> SFD shares are trading lower by 3.08% to $24.40 at last check Tuesday.</p>
<div class="lb-trans"><p><strong>价格动态：</strong> SFD 股票在周二最后一次检查时下跌 3.08%，报 24.40 美元。</p>
</div><ul>
<li><strong><em>The ‘Big, Beautiful Bill’ Is A Truly ‘Transformative’ Opportunity, Says BigBear.ai CEO: Touts Billions In New Federal Funding For AI, Defense</em></strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong><em>BigBear.ai 首席执行官称 ‘美丽的法案’ 是一个真正的 ‘变革性’ 机会：宣传数十亿美元的新联邦资金用于人工智能和国防</em></strong></li>
</ul>
</div><p><em>Photo by Wirestock Creators via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片由 Wirestock Creators 通过 Shutterstock 提供</em></p>
</div>

史密斯菲尔德食品公司由于猪肉部门表现强劲而上调年度利润预期