Cargojet的Q3收入因贸易不确定性和关税而错过了预期,尽管现金流入激增。 Cargojet's Q3 earnings missed expectations due to trade uncertainty and tariffs, though cash flow surged.

由于全球贸易不确定性和美国关税的干扰,特别是其ACMI和包机部门,Cargojet的第三季度业绩未达到预期,收入同比下降10.5%,至2.199亿美元. Cargojet's third-quarter results fell short of expectations, with revenue dropping 10.5% year-over-year to $219.9 million due to global trade uncertainty and U.S. tariff disruptions, particularly in its ACMI and Charter segments. 国内网络收入增长了6.3%,但经调整的EBITDA和EPS错过了估计数,EPS比上一年下降78%。 Domestic Network revenue rose 6.3%, but adjusted EBITDA and EPS missed estimates, with EPS down 78% year-over-year. 尽管面临挑战,该公司在飞机销售和机队优化的帮助下,产生了1.524亿美元的自由现金流,增加了219%。 Despite challenges, the company generated $152.4 million in free cash flow, up 219%, aided by aircraft sales and fleet optimization. 共同首席执行干事Jamie Porteous将在年终退休,Pauline Dhilon将于2026年1月成为唯一的首席执行官。 Co-CEO Jamie Porteous will retire at year-end, with Pauline Dhillon becoming sole CEO in January 2026. 分析师保持“Buy”评级,以资产负债表的强度和长期潜力为根据,预测2025年和2026年欧洲双边投资条约和收入将得到改善。 Analysts maintain a "Buy" rating, citing balance-sheet strength and long-term potential, with forecasts for improved EBITDA and revenue in 2025 and 2026.