Home Depot、Lowe's与QXO Inc并购竞赛料将持续——市场观点

投资观察
Sep 08, 2025

Truist分析师Keith Hughes和Jonathan Bettenhausen表示,家得宝、劳氏和QXO Inc都对建筑产品分销商进行了雄心勃勃的收购,而这场整合竞赛短期内不会结束。

QXO Inc最终可能转向规模较小的收购目标,而家得宝和劳氏可能决定将重点转向其他领域。但分析师指出,QXO Inc希望通过收购分销商实现500亿美元的年销售额目标,而家得宝和劳氏在专业建筑商市场也有类似的雄心。

"我们预计未来这种交易步伐不会明显放缓,因为这三家整合者现在都全力投入到这场竞争中,"分析师表示。

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