马斯科(MAS)今日盘中股价大幅下挫，跌幅一度达到11.85%，引发市场广泛关注。
消息面上，公司此前公布的2026年第二季度财报显示，虽然调整后每股收益为1.64美元，超出市场预期的1.32美元，但季度销售额仅为19.9亿美元，同比下降3%，且低于市场预期的20.8亿美元。营收未达预期主要受宏观经济不确定性影响，消费者在非必需性装修项目上的支出持续疲软，尤其是公司主要收入来源的管道产品部门销售额同比下滑3%。
尽管公司将全年调整后每股收益指引区间上调至4.40至4.60美元，以反映预期将获得的关税退税，但市场显然对营收下滑的担忧更为强烈，导致股价承压下行。
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