异动解读 | TJX股价盘中大涨6.95%,强劲业绩和上调全年预期提振信心

异动解读
Aug 20

周三盘中,The TJX Companies Inc.(TJX)股价大涨6.95%,投资者对公司超预期的财报表现和乐观的全年展望反应积极。这家以TJ Maxx品牌闻名的零售巨头展现出强劲的业务韧性,即使在宏观经济不确定性加剧的环境下,仍然交出了令人瞩目的成绩单。

TJX公布的2026财年第二季度业绩超出市场预期。公司报告同店销售增长4%,税前利润率达到11.4%,稀释每股收益为1.10美元,均高于分析师预估。更引人注目的是,公司上调了2026财年的税前利润率和每股收益指引,展现出对未来业绩的信心。TJX现预计2026财年每股收益将在4.52美元至4.57美元之间,显著高于此前4.34美元至4.43美元的预期。同时,公司将2026财年可比店面销售额增长预期从此前的2%至3%上调至3%。

分析人士指出,TJX的成功得益于其广泛的采购策略,使公司能够灵活应对库存管理,有效缓解了潜在的关税压力。西北互惠财富管理公司的股票首席投资组合经理马特·斯塔基表示:"消费者正在收缩支出,但TJX的采购模式使其有能力快速采购相关产品。"这种策略优势,加上对价格敏感的消费者持续青睐物美价廉的商品,共同推动了TJX的业绩增长,也是投资者看好公司前景的重要原因。尽管面临宏观经济的不确定性,TJX对其非价格零售店的需求保持乐观,这种信心显然得到了市场的认可。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10