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北京时间·🕒 发布 16:45:21时区推断·⟳ 抓取 16:48:18·⚡ 决策 07-23 18:59:53 +2h11m·96.0 天前
Kuehne+Nagel上调2026年经营利润指引至13.5亿至15.5亿瑞郎
公司将2026年 recurring EBIT 指引由12.5亿至14.0亿瑞郎上调至13.5亿至15.5亿瑞郎，二季度EBIT 3.81亿瑞郎高于预期3.56亿瑞郎。
📄 原文Reuters↗ 原文
Logistics group Kuehne und Nagel lifted its operating profit guidance for 2026 on Thursday after stronger-than-expecte…
不做 Kuehne+Nagel（KNIN.CH）
虽为正面业绩上修，但当前工具未能确认瑞士标的可执行行情，且盘前反应后早盘趋稳，暂不输出交易。
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研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
消息传播链
- 路透报道Kuehne+Nagel上调2026年经营利润指引。市场反应:报道称公司盘前一度涨6.8%，早盘交易趋稳。
关键理由
- 公司将2026年 recurring EBIT 指引由12.5亿至14.0亿瑞郎上调至13.5亿至15.5亿瑞郎，二季度EBIT 3.81亿瑞郎高于预期3.56亿瑞郎。
主要风险
- 瑞士上市标的在当前执行体系缺少可确认行情与执行边界，且报道称盘前一度涨6.8%后早盘趋稳，短线edge可能已释放。
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原文全文
展开原文 · 1,810 字
Logistics group Kuehne und Nagel lifted its operating profit guidance for 2026 on Thursday after stronger-than-expected second-quarter earnings and said it expected the second half to be at least as strong as the first.
It joined a string of logistics companies that have upgraded their earnings expectations in recent weeks, pointing to resilient demand despite economic uncertainty. Deutsche Post (DHLn.DE), Hapag-Lloyd (HLAG.DE) and Maersk (MAERSKb.CO) have all raised their outlooks, while DSV (DSV.CO) lifted the lower end of its targeted profit range.
K+N, which operates in more than 100 countries, expects recurring earnings before interest and taxes of 1.35 billion to 1.55 billion Swiss francs ($1.66 billion to $1.91 billion) for the full year, up from the 1.25 billion to 1.40 billion franc range it had last raised in April.
"We expect the second half of the year to be at least at the level of the first half," Chief Executive Stefan Paul told Reuters, expressing confidence that the new outlook is realistic.
K+N's earnings before interest and taxes rose 11% to 381 million francs in the second quarter, beating analysts' expectations of 356 million francs.
The company is deploying AI agents across its operations under an efficiency programme aimed at boosting productivity by around 5%, with annualised benefits of 100 million to 150 million francs expected by the end of 2027.
The initiative builds on a separate cost-cutting programme announced in March, Paul said.
"We agree that AI deployment has the ability to reduce cost at forwarders and that Kuehne+Nagel should be one of the winners," Bernstein analysts said in a note.
The Swiss freight forwarder's shares were stable in morning trade after rising 6.8% in pre-market trading.
($1 = 0.8130 Swiss francs)
It joined a string of logistics companies that have upgraded their earnings expectations in recent weeks, pointing to resilient demand despite economic uncertainty. Deutsche Post (DHLn.DE), Hapag-Lloyd (HLAG.DE) and Maersk (MAERSKb.CO) have all raised their outlooks, while DSV (DSV.CO) lifted the lower end of its targeted profit range.
K+N, which operates in more than 100 countries, expects recurring earnings before interest and taxes of 1.35 billion to 1.55 billion Swiss francs ($1.66 billion to $1.91 billion) for the full year, up from the 1.25 billion to 1.40 billion franc range it had last raised in April.
"We expect the second half of the year to be at least at the level of the first half," Chief Executive Stefan Paul told Reuters, expressing confidence that the new outlook is realistic.
K+N's earnings before interest and taxes rose 11% to 381 million francs in the second quarter, beating analysts' expectations of 356 million francs.
The company is deploying AI agents across its operations under an efficiency programme aimed at boosting productivity by around 5%, with annualised benefits of 100 million to 150 million francs expected by the end of 2027.
The initiative builds on a separate cost-cutting programme announced in March, Paul said.
"We agree that AI deployment has the ability to reduce cost at forwarders and that Kuehne+Nagel should be one of the winners," Bernstein analysts said in a note.
The Swiss freight forwarder's shares were stable in morning trade after rising 6.8% in pre-market trading.
($1 = 0.8130 Swiss francs)
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