Adyen的2025年收入增加了21%,但股票在低于预期的交易增长和谨慎的2026年前景下下跌了15%。
Adyen's 2025 revenue rose 21%, but stock dropped 15% on lower-than-expected transaction growth and cautious 2026 outlook.
Adyen报告说,由于交易量增加19%,达到7 450亿欧元,低于预期的7 710亿欧元分析师,到2025年下半年,收入增加了21%,达到12.7亿欧元。
Adyen reported a 21% revenue increase to 1.27 billion euros in the second half of 2025, driven by a 19% rise in transaction volumes to 745 billion euros, below the 771 billion euros analysts expected.
尽管每次交易的收费较高,但数量增长疲软和谨慎的指导导致存货下降15%。
Despite higher fees per transaction, weaker volume growth and cautious guidance caused a 15% stock drop.
该公司扩大了与新的合伙企业的股内支付业务,预计2026年收入增长20-22%,预期到2028年核心利润率将超过55%。
The company expanded its in-store payments business with new partnerships, projected 20-22% revenue growth for 2026, and expects its core profit margin to exceed 55% by 2028.
分析人员总体上仍然持积极态度,但对付款部门交易增长放缓仍然感到关切。
Analysts remain generally positive, but concerns linger over slowing transaction growth in the payments sector.