异动解读 | GMS财报超预期,股价盘后暴涨61.26%

异动解读
19 Jun

建筑产品分销商GMS Inc.(股票代码:GMS)周三盘后股价大幅飙升61.26%,创下近期新高。这一显著涨幅主要源于公司发布的2025财年第四季度财报远超市场预期。

根据GMS最新公布的财报显示,公司2025财年第四季度实现营收13.33亿美元,虽较上一季度的14.13亿美元有所下降,但仍超过分析师预期的13亿美元。每股收益方面,GMS报告为1.29美元,同样高于市场预期的1.11美元,尽管低于上一季度的1.93美元。这份亮眼的财报显示,尽管面临市场挑战,GMS仍然保持了强劲的业务表现。

GMS管理层在财报电话会议上表示,公司在成本控制和自由现金流方面取得了显著成效。尽管多户住宅和商业市场的负面趋势明显,但天花板产品受益于项目组合的改善和近期的收购。公司未来将继续专注于成本控制、债务偿还和数字化转型。分析人士认为,GMS的业绩表现反映了公司在建筑产品分销领域的竞争优势和市场需求的稳定性。超出预期的财务业绩显著提振了投资者信心,推动股价大幅上扬。

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