家得宝财报解读:收入下降

发布于: 雪球转发:0回复:0喜欢:0

原文发表于美国时间2023-8-15

家居与建材连锁零售商家得宝(Home Depot)公布了2023财年第二季度的业绩财报,该公司的销售额按年同比下降 2%,降至429.2亿美元,不过超过了分析师们预期的422.5亿美元。

家得宝称第二季度的客户交易量下降了1.8%。可比销售额下降2%,美国境内的可比销售额下降2%。

该公司的毛利润按年同比下降了2.3%,降至142亿美元。运营利润率为 15.3%,第二季度运营收入下降8.6%,降至66亿美元。运营支出按年同比增长4.1%升至76亿美元。

家得宝的第二季度每股收益为4.65美元,超过分析师预期的4.46美元。第二季度平均单价为90.07美元,增长0.1%,每平方英尺销售额下降了2.3%,降至684.65美元。

截至2023年7月30日,家得宝持有28亿美元现金及等价物。该公司的6个月运营现金流总计122亿美元,高于去年同期的72亿美元。

回购:

家得宝董事会授权了一项新的150亿美元股票回购计划,该授权于2023年8月15日生效,取代之前的授权。

家得宝董事长、总裁兼首席执行官Ted Decker表示“虽然与较小型项目相关的产品类别表现强劲,但我们确实看到某些大宗、可自由支配的产品类别面临持续压力。我们对家居装修/改善的中长期前景以及我们在庞大而分散的市场中增加市场份额的能力仍然非常乐观。”。

重申2023财年展望:

家得宝预计2023年全年的销售额和可比销售额下降2%-5%(销售额为1495.33亿美元至1542.55亿美元),而市场预期为1522.8亿美元。

家得宝预计每股收益将比去年下降7%至13%(即14.52美元至15.52美元),而分析师预期为14.96美元。

家得宝预计营业利润率为14.3%–14%。

股价走势:

周二盘前交易时段,家得宝股价下跌0.62%,跌至每股327.92美元。

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