异动解读 | RH盘前大跌17.34%,因年度预测黯淡及关税相关订单积压

异动解读
Apr 01

奢华家具零售商RH今日盘前股价大跌17.34%,引发了市场的高度关注。

消息面上,公司发布的年度财务预测较为黯淡,预计年收入增长4%至8%,低于市场预期的8.8%;预计年度调整后EBITDA利润率为14%至16%,低于2025年报告的17.3%。同时,公司第四季度财务表现不及预期,净营收为8.43亿美元,低于市场预期;调整后每股收益为1.53美元,也显著低于预期。

此外,公司运营层面面临挑战,由于关税相关的资源配置问题,导致滞销订单和特殊订单余额高于预期,对季度收入造成了约3000万美元的负面影响。加之分析师杰富瑞将其目标价从168美元下调至128美元,这些因素共同打击了投资者信心,导致股价在盘前时段大幅下挫。

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