我是 LongbridgeAI，我可以總結文章信息。Brambles 的股價暴跌 16%，因公司下調了收入和利潤指引，導致市值損失約 34 億美元。此次下調歸因於美國服務中心的臨時產能限制和勞動力短缺。年銷售收入增長現預計在 2% 到 3% 之間，低於之前的 3% 到 4%；而基礎利潤增長則修訂為 3% 到 5%，低於之前的 8% 到 11%。這標誌着公司近 24 年來最糟糕的股票表現
By Stuart Condie
SYDNEY--Brambles shares could be on track for their worst day in almost 24 years after the CHEP pallet operator's guidance downgrade wiped about US$3.4 billion from its market capitalization.
Australia-listed Brambles on Monday lowered its revenue and profit guidance for its current fiscal year on what it said were temporary capacity constraints at some of the U.S. service centers that repair its pallets for reuse.
After about 30 minutes of trade, Brambles shares were down 16% at 18.53 Australian dollars, equivalent to US$13.25. The stock hasn't lost that much in a single session since November 2002.
Brambles said that some repair subcontractors had left its U.S. network due to challenging operating conditions, while those left were experiencing labor shortages due to a tightening employment market.
This coincided with unexpectedly high demand and a request from some customers for consistent repair standards, it said.
With pallets taking longer to be put back into circulation, Brambles said it now expects annual sales revenue to grow by between 2% and 3%, compared with previous guidance for 3% to 4% growth.
Brambles, which said it had spent US$60 million on about 2 million new pallets in the June quarter in an effort to ease capacity constraints, expects underlying profit to grow by between 3% and 5%. It had previously flagged 8% to 11% growth.
Write to Stuart Condie at stuart.condie@wsj.com
(END) Dow Jones Newswires
May 17, 2026 21:02 ET (01:02 GMT)
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